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-0.37%
Today
+6.91%
This Month
+11.6%
Year To Date
+43.03%
2 Years
+468.56%
5 Years
-20.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.23%
- 🪙 Cryptocurrencies16.73%
- 🖥️ Technology Services15.02%
- 💻 Electronic Technology12.4%
- 🌾 Commodities5.23%
- ⛏️ Energy Minerals2.56%
- 📊 ETFs1.59%
- 🧬 Health Technology1.53%
- 🧪 Process Industries1.45%
- 💵 Cash0.72%
- 🛠️ Producer Manufacturing0.72%
- 🪨 Non Energy Minerals0.23%
- 🏭 Industrial Services0.13%
- 🚗 Consumer Durables0.07%
- 💇♀️ Consumer Services0.03%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.65%
- 🇺🇸 NYSE19.41%
- 🇬🇧 LSE18.91%
- 🌍 Digital Currency17.06%
- 🌍 Commodity5.26%
- 🇭🇰 Hong Kong Exchanges1.59%
- 🇩🇪 FRA1.07%
- 🇩🇪 Xetra ETFs1%
- 🇨🇭 SIX0.72%
- 🇸🇪 Stockholm Stock Exchange0.18%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇮🇹 Borsa Italiana0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.24%
- 🇹🇼 Taiwan6.82%
- 🇨🇳 China1.47%
- 🇳🇱 Netherlands1.39%
- 🇩🇪 Germany1.31%
- 🇬🇧 United Kingdom1.13%
- 🇨🇭 Switzerland0.95%
- 🇭🇰 Hong Kong0.9%
- 🇮🇱 Israel0.52%
- 🇧🇷 Brazil0.45%
- 🇨🇦 Canada0.4%
- 🇸🇪 Sweden0.21%
- 🇨🇴 Colombia0.18%
- 🇯🇵 Japan0.16%
- 🇮🇪 Ireland0.14%
- 🇩🇰 Denmark0.09%
- 🇱🇺 Luxembourg0.06%
- 🇮🇹 Italy0.04%
- 🇫🇮 Finland0.04%
- 🇰🇾 Cayman Islands0.02%
- 🇿🇦 South Africa0.02%
- 🇫🇷 France0.02%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.66%
25 out of 70 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $SWBI (6.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBF | 0.11% | 4.38% | $0.95 |
 DividendGrowth | 0.11% | 2.55% | - |
 AmitKup | 0.1% | 4.18% | - |
 TSM | 0.06% | 0.96% | $1.74 |
 BAS.DE | 0.05% | 5.21% | $3.4 |
 SWBI | 0.03% | 6.59% | $0.48 |
 2338.HK | 0.03% | 4.45% | $0.57 |
 PetrBalas | 0.02% | 1.48% | - |
 GOOG | 0.01% | 0.42% | $0.2 |
 sgstjc | 0.01% | 0.89% | - |
 CPHequities | 0.01% | 0.77% | - |
 JonasBarrelov | 0.01% | 1.01% | - |
 ASML | 0.01% | 0.85% | $5.57 |
 MSFT | 0.01% | 0.65% | $3 |
 Coolcontribution | 0.01% | 0.91% | - |
 OLN | 0.01% | 3.9% | $0.8 |
 LOGN.ZU | 0.01% | 1.67% | $1.06 |
 ReturnInvest | 0.01% | 0.9% | - |
 META | 0.01% | 0.29% | $1 |
 01177.HK | 0.01% | 1.02% | $0.05 |
 LIT | 0.01% | 1.04% | - |
 P911.DE | 0% | 5.55% | $2.31 |
 REGN | 0% | 0.32% | - |
 NVDA | 0% | 0.02% | $0.02 |
 ACLN.ZU | 0% | -1.81% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS (ReturnInvest) | Pay Day | Jul 23, 2025 | $0.50 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 SSE.L (sgstjc) | Ex-Dividend | Jul 24, 2025 | $0.58 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
 0992.HK (PetrBalas) | Ex-Dividend | Jul 30, 2025 | $0.04 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
 MA (CPHequities) | Pay Day | Aug 8, 2025 | $0.76 |
 LNG (CPHequities) | Ex-Dividend | Aug 8, 2025 | $0.50 |
 GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
0992.HK (PetrBalas) | Pay Day | Aug 13, 2025 | $0.04 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
LNG (CPHequities) | Pay Day | Aug 18, 2025 | $0.50 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (PetrBalas) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (PetrBalas) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (sgstjc) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JonasBarrelov) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (ReturnInvest) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
 GS (PetrBalas) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (PetrBalas) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (PetrBalas) | Pay Day | Sep 11, 2025 | $0.46 |
MSFT (sgstjc) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JonasBarrelov) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (ReturnInvest) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (PetrBalas) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (sgstjc) | Pay Day | Sep 18, 2025 | $0.58 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
GS (PetrBalas) | Pay Day | Sep 29, 2025 | $4.00 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (PetrBalas) | Pay Day | Oct 9, 2025 | $0.82 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | Nov 6, 2025 | $0.31 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
HM-B.ST (JonasBarrelov) | Pay Day | Nov 12, 2025 | $0.31 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-3.07
-3.07
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.42
High:
INFA
5,214.89INFALow:
LAC
-15,600LACDetails
PEG Ratio
-202.15
High:INFA
2,566.06INFALow:LAC
-21,839.99LACDetails
Price/Book
10.71
High:LAC
1,168.54LACLow:
NVAX
-15.35NVAXDetails
Price/Sales
10.93
High:
NET
38.62NETLow:LAC
-LACDetails
Price/CF
19.49
High:NVAX
147.06NVAXLow:
RENT
1.07RENTDetails
Price/FCF
41.29
High:
BAS.DE
656.13BAS.DELow:
WBD
6.09WBDDetails
P/E Ratio
32.42
High:INFA
5,214.89INFALow:LAC
-15,600LACDetails
PEG Ratio
-202.15
High:INFA
2,566.06INFALow:LAC
-21,839.99LACDetails
Price/Book
10.71
High:LAC
1,168.54LACLow:NVAX
-15.35NVAXDetails
Price/Sales
10.93
High:NET
38.62NETLow:LAC
-LACDetails
Price/CF
19.49
High:NVAX
147.06NVAXLow:RENT
1.07RENTDetails
Price/FCF
41.29
High:BAS.DE
656.13BAS.DELow:WBD
6.09WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 91 |