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+9.17%
This Month
+8.92%
Year To Date
+33.14%
2 Years
-1.92%
5 Years
-81.54%
10 Years
-18.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.57%
- 💻 Electronic Technology20.76%
- 🖥️ Technology Services14.41%
- 🪙 Cryptocurrencies5.9%
- 🧬 Health Technology4.06%
- ⛏️ Energy Minerals3.59%
- 📊 ETFs1.9%
- 🛠️ Producer Manufacturing1.54%
- 🧪 Process Industries1.36%
- 🪨 Non Energy Minerals1.06%
- 🏭 Industrial Services0.1%
- 🚗 Consumer Durables0.06%
- 💇♀️ Consumer Services0.05%
- 🛍️ Retail Trade0.01%
- 💰 Finance0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.05%
- 🇺🇸 NYSE24.43%
- 🇬🇧 LSE20.59%
- 🌍 Digital Currency6.13%
- 🇩🇪 FRA1.93%
- 🇭🇰 Hong Kong Exchanges1.79%
- 🇩🇪 Xetra ETFs1.15%
- 🇨🇭 SIX0.68%
- 🇳🇱 Euronext Amsterdam0.45%
- 🇸🇪 Stockholm Stock Exchange0.25%
- Regular Trading Hours - RTH0.11%
- 🇫🇮 Helsinki Stock Exchange0.09%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇮🇹 Borsa Italiana0.02%
- 🇫🇷 Euronext Paris0.02%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.66%
- 🇹🇼 Taiwan10.25%
- 🇳🇱 Netherlands3.71%
- 🇩🇪 Germany2.18%
- 🇨🇳 China2.1%
- 🇨🇭 Switzerland1.37%
- 🇬🇧 United Kingdom1.01%
- 🇭🇰 Hong Kong0.78%
- 🇨🇦 Canada0.55%
- 🇸🇪 Sweden0.3%
- 🇯🇵 Japan0.14%
- 🇮🇱 Israel0.13%
- 🇮🇪 Ireland0.13%
- 🇫🇮 Finland0.12%
- 🇱🇺 Luxembourg0.06%
- 🇩🇰 Denmark0.04%
- 🇰🇾 Cayman Islands0.04%
- 🇮🇹 Italy0.02%
- 🇫🇷 France0.02%
- 🇿🇦 South Africa0.02%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.62%
27 out of 78 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBF | 0.1% | 2.92% | $0.95 |
 DividendGrowth | 0.1% | 2.24% | - |
 AmitKup | 0.09% | 3.38% | - |
 TSM | 0.06% | 0.62% | $1.74 |
 BAS.DE | 0.04% | 4.24% | $3.4 |
 SWBI | 0.03% | 3.51% | $0.48 |
 PetrBalas | 0.03% | 1.33% | - |
 2338.HK | 0.02% | 2.43% | $0.57 |
 ASML | 0.02% | 0.51% | $5.57 |
 GOOG | 0.02% | 0.25% | $0.2 |
 CPHequities | 0.01% | 0.77% | - |
 sgstjc | 0.01% | 0.67% | - |
 JonasBarrelov | 0.01% | 0.96% | - |
 OLN | 0.01% | 2.98% | $0.8 |
 MSFT | 0.01% | 0.85% | $3 |
 01177.HK | 0.01% | 1.68% | $0.05 |
 LOGN.ZU | 0.01% | 1.62% | $1.06 |
 META | 0.01% | 0.31% | $1 |
 RHM.DE | 0.01% | 0.78% | $5.7 |
 REGN | 0% | 0.48% | - |
 P911.DE | 0% | 5.47% | $2.31 |
 ReturnInvest | 0% | 0.08% | - |
 Coolcontribution | 0% | 0.05% | - |
 NVDA | 0% | 0.02% | $0.02 |
 Core-Equity | 0% | 0% | - |
 Core-Moderate | 0% | 0% | - |
 ACLN.ZU | 0% | -1.84% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MKC (DividendGrowth) | Pay Day | Apr 27, 2026 | $0.48 |
 SAND.ST (JonasBarrelov) | Ex-Dividend | Apr 29, 2026 | $0.67 |
 BOL.ST (JonasBarrelov) | Ex-Dividend | Apr 29, 2026 | $1.18 |
 TD (CPHequities) | Pay Day | Apr 30, 2026 | $0.79 |
 AGX (CPHequities) | Pay Day | Apr 30, 2026 | $0.50 |
 HSBC (sgstjc) | Pay Day | Apr 30, 2026 | $2.25 |
 COST (Coolcontribution) | Ex-Dividend | May 1, 2026 | $1.47 |
 BMY (DividendGrowth) | Pay Day | May 1, 2026 | $0.63 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2026 | $0.57 |
BAS.DE | Ex-Dividend | May 4, 2026 | $2.62 |
 C (CPHequities) | Ex-Dividend | May 4, 2026 | $0.60 |
 TXN (DividendGrowth) | Ex-Dividend | May 5, 2026 | $1.42 |
BAS.DE | Pay Day | May 6, 2026 | $2.62 |
SAND.ST (JonasBarrelov) | Pay Day | May 6, 2026 | $0.67 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | May 6, 2026 | $0.40 |
BOL.ST (JonasBarrelov) | Pay Day | May 6, 2026 | $1.18 |
 LOW (DividendGrowth) | Pay Day | May 6, 2026 | $1.20 |
 WMT (CPHequities) | Ex-Dividend | May 8, 2026 | $0.25 |
 SGRO.L (sgstjc) | Pay Day | May 8, 2026 | $0.29 |
HM-B.ST (JonasBarrelov) | Pay Day | May 12, 2026 | $0.40 |
 PUK (CPHequities) | Pay Day | May 13, 2026 | $0.38 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
 QFIN (AmitKup) | Pay Day | May 14, 2026 | $0.78 |
COST (Coolcontribution) | Pay Day | May 15, 2026 | $1.47 |
 PG (DividendGrowth) | Pay Day | May 15, 2026 | $1.09 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
 CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (PetrBalas) | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT (PetrBalas) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (sgstjc) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JonasBarrelov) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (ReturnInvest) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
 JNJ (CPHequities) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (CPHequities) | Pay Day | May 26, 2026 | $0.25 |
JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
 GS (PetrBalas) | Ex-Dividend | Jun 1, 2026 | $4.50 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
JNJ (CPHequities) | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT (CPHequities) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (PetrBalas) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (PetrBalas) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (PetrBalas) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (sgstjc) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (JonasBarrelov) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (ReturnInvest) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
GS (PetrBalas) | Pay Day | Jun 29, 2026 | $4.50 |
01177.HK | Ex-Dividend | Jun 30, 2026 | $0.01 |
 DIS (ReturnInvest) | Ex-Dividend | Jun 30, 2026 | $0.75 |
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 |
01177.HK | Pay Day | Jul 20, 2026 | $0.01 |
DIS (ReturnInvest) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 2.9/10
Beta
2.05
2.05
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
-3.03
-3.03
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
2.05
2.05
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
-3.03
-3.03
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.85
High:
AMD
103.96AMDLow:
NET
-695.45NETDetails
PEG Ratio
66.91
High:LOGN.ZU
368.29LOGN.ZULow:
SITM
-499.18SITMDetails
Price/Book
11.26
High:NET
49.39NETLow:
NVAX
-11.03NVAXDetails
Price/Sales
11.97
High:
PTGX
147.47PTGXLow:
ANNX
-ANNXDetails
Price/CF
24.51
High:NVAX
147.06NVAXLow:OLN
5OLNDetails
Price/FCF
63.91
High:BAS.DE
656.13BAS.DELow:
TEAD
4.83TEADDetails
P/E Ratio
33.85
High:AMD
103.96AMDLow:NET
-695.45NETDetails
PEG Ratio
66.91
High:LOGN.ZU
368.29LOGN.ZULow:SITM
-499.18SITMDetails
Price/Book
11.26
High:NET
49.39NETLow:NVAX
-11.03NVAXDetails
Price/Sales
11.97
High:PTGX
147.47PTGXLow:ANNX
-ANNXDetails
Price/CF
24.51
High:NVAX
147.06NVAXLow:OLN
5OLNDetails
Price/FCF
63.91
High:BAS.DE
656.13BAS.DELow:TEAD
4.83TEADDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 100 |