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-2.26%
This Month
+16.22%
Year To Date
+34.25%
2 Years
+42.17%
5 Years
-80.3%
10 Years
-17.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.75%
- 💻 Electronic Technology23.26%
- 🖥️ Technology Services14.57%
- 🪙 Cryptocurrencies4.51%
- ⛏️ Energy Minerals3.61%
- 🧬 Health Technology3.31%
- 📊 ETFs1.72%
- 🛠️ Producer Manufacturing1.57%
- 🧪 Process Industries1.16%
- 🪨 Non Energy Minerals0.91%
- 🏭 Industrial Services0.1%
- 🚗 Consumer Durables0.06%
- 💇♀️ Consumer Services0.05%
- 💰 Finance0.01%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.59%
- 🇺🇸 NYSE24.77%
- 🇬🇧 LSE19.25%
- 🌍 Digital Currency4.63%
- 🇭🇰 Hong Kong Exchanges1.93%
- 🇩🇪 FRA1.68%
- 🇩🇪 Xetra ETFs1.06%
- 🇨🇭 SIX0.77%
- 🇳🇱 Euronext Amsterdam0.51%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇮🇹 Borsa Italiana0.19%
- Regular Trading Hours - RTH0.11%
- 🇦🇺 Sydney0.09%
- 🇫🇮 Helsinki Stock Exchange0.09%
- Tokyo Stock Exchange0.07%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇫🇷 Euronext Paris0.07%
- 🇺🇸 OTC Markets Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.61%
- 🇹🇼 Taiwan11.29%
- 🇳🇱 Netherlands4.45%
- 🇩🇪 Germany1.91%
- 🇨🇳 China1.81%
- 🇨🇭 Switzerland1.37%
- 🇬🇧 United Kingdom0.88%
- 🇭🇰 Hong Kong0.82%
- 🇨🇦 Canada0.6%
- 🇸🇪 Sweden0.33%
- 🇮🇹 Italy0.19%
- 🇫🇮 Finland0.14%
- 🇯🇵 Japan0.13%
- 🇮🇱 Israel0.1%
- 🇦🇺 Australia0.09%
- 🇮🇪 Ireland0.08%
- 🇩🇰 Denmark0.07%
- 🇫🇷 France0.07%
- 🇰🇾 Cayman Islands0.05%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.59%
27 out of 78 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $BAS.DE (4.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.1% | 2.34% | - |
 PBF | 0.09% | 2.57% | $0.95 |
 AmitKup | 0.08% | 3.36% | - |
 TSM | 0.07% | 0.69% | $1.74 |
 BAS.DE | 0.04% | 4.4% | $3.4 |
 SWBI | 0.03% | 3.43% | $0.48 |
 PetrBalas | 0.03% | 1.1% | - |
 CPHequities | 0.02% | 1.28% | - |
 2338.HK | 0.02% | 2.02% | $0.57 |
 ASML | 0.02% | 0.44% | $5.57 |
 GOOG | 0.02% | 0.23% | $0.2 |
 sgstjc | 0.01% | 0.55% | - |
 JonasBarrelov | 0.01% | 0.95% | - |
 OLN | 0.01% | 3.21% | $0.8 |
 01177.HK | 0.01% | 2.15% | $0.05 |
 LOGN.ZU | 0.01% | 1.37% | $1.06 |
 MSFT | 0.01% | 0.83% | $3 |
 META | 0.01% | 0.34% | $1 |
 RHM.DE | 0.01% | 0.94% | $5.7 |
 REGN | 0% | 0.59% | - |
 NVDA | 0% | 0.13% | $0.02 |
 Coolcontribution | 0% | 0.18% | - |
 P911.DE | 0% | 2.12% | $2.31 |
 ReturnInvest | 0% | 0.08% | - |
 Core-Equity | 0% | 0% | - |
 Core-Moderate | 0% | 0% | - |
 ACLN.ZU | 0% | -1.93% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PHM (PetrBalas) | Ex-Dividend | Jun 16, 2026 | $0.26 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 WU (AmitKup) | Ex-Dividend | Jun 16, 2026 | $0.23 |
 LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
 KRO (Coolcontribution) | Pay Day | Jun 18, 2026 | $0.05 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
 EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 UFCS (CPHequities) | Pay Day | Jun 19, 2026 | $0.20 |
 VOW3.DE (sgstjc) | Ex-Dividend | Jun 19, 2026 | $6.04 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
 NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
VOW3.DE (sgstjc) | Pay Day | Jun 23, 2026 | $6.04 |
META | Pay Day | Jun 25, 2026 | $0.53 |
META (ReturnInvest) | Pay Day | Jun 25, 2026 | $0.53 |
 PYPL (ReturnInvest) | Pay Day | Jun 25, 2026 | $0.14 |
 QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
PYPL (AmitKup) | Pay Day | Jun 25, 2026 | $0.14 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
 HSBC (sgstjc) | Pay Day | Jun 26, 2026 | $0.50 |
 LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
 GS (PetrBalas) | Pay Day | Jun 29, 2026 | $4.50 |
01177.HK | Ex-Dividend | Jun 30, 2026 | $0.01 |
 ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 DIS (ReturnInvest) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
WU (AmitKup) | Pay Day | Jun 30, 2026 | $0.23 |
 CAH (CPHequities) | Ex-Dividend | Jul 1, 2026 | $0.52 |
 NJR (CPHequities) | Pay Day | Jul 1, 2026 | $0.47 |
 KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
PHM (PetrBalas) | Pay Day | Jul 2, 2026 | $0.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 BNS (CPHequities) | Ex-Dividend | Jul 7, 2026 | $0.82 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (PetrBalas) | Pay Day | Jul 9, 2026 | $0.95 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
 BABA (JonasBarrelov) | Pay Day | Jul 13, 2026 | $1.05 |
CAH (CPHequities) | Pay Day | Jul 15, 2026 | $0.52 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
01177.HK | Pay Day | Jul 20, 2026 | $0.01 |
 XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
DIS (ReturnInvest) | Pay Day | Jul 22, 2026 | $0.75 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
 SSE.L (sgstjc) | Ex-Dividend | Jul 23, 2026 | $0.63 |
BNS (CPHequities) | Pay Day | Jul 29, 2026 | $0.82 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
 0992.HK (PetrBalas) | Ex-Dividend | Aug 5, 2026 | $0.04 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
0992.HK (PetrBalas) | Pay Day | Aug 19, 2026 | $0.04 |
SSE.L (sgstjc) | Pay Day | Sep 17, 2026 | $0.63 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | Nov 4, 2026 | $0.40 |
HM-B.ST (JonasBarrelov) | Pay Day | Nov 10, 2026 | $0.40 |
Performance Metrics
Score 3/10
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-3.75
-3.75
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.62
High:
AMD
171.72AMDLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-85.99
High:2338.HK
2,816.732338.HKLow:CRWD
-5,187.17CRWDDetails
Price/Book
11.49
High:
NET
62.18NETLow:
NVAX
-11.57NVAXDetails
Price/Sales
13.08
High:
PTGX
97.83PTGXLow:
LAR
-LARDetails
Price/CF
22.46
High:
FLR.US
767.13FLR.USLow:SWBI
6.11SWBIDetails
Price/FCF
63.4
High:BAS.DE
656.13BAS.DELow:
TEAD
4.83TEADDetails
P/E Ratio
32.62
High:AMD
171.72AMDLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-85.99
High:2338.HK
2,816.732338.HKLow:CRWD
-5,187.17CRWDDetails
Price/Book
11.49
High:NET
62.18NETLow:NVAX
-11.57NVAXDetails
Price/Sales
13.08
High:PTGX
97.83PTGXLow:LAR
-LARDetails
Price/CF
22.46
High:FLR.US
767.13FLR.USLow:SWBI
6.11SWBIDetails
Price/FCF
63.4
High:BAS.DE
656.13BAS.DELow:TEAD
4.83TEADDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 102 |