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-1.04%
This Month
+15.64%
Year To Date
+70.94%
2 Years
+500.89%
5 Years
-82.72%
10 Years
-19.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.2%
- 💻 Electronic Technology17.6%
- 🖥️ Technology Services15.28%
- 🪙 Cryptocurrencies10.09%
- 🧬 Health Technology2.95%
- ⛏️ Energy Minerals2.93%
- 🧪 Process Industries1.72%
- 📊 ETFs1.68%
- 🛠️ Producer Manufacturing1.62%
- 💵 Cash0.48%
- 🪨 Non Energy Minerals0.33%
- 🏭 Industrial Services0.11%
- 🚗 Consumer Durables0.07%
- 💇♀️ Consumer Services0.04%
- ❓ Other0.01%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.61%
- 🇺🇸 NYSE24.15%
- 🇬🇧 LSE20.3%
- 🌍 Digital Currency10.38%
- 🇩🇪 Xetra ETFs2.44%
- 🇩🇪 FRA2%
- 🇭🇰 Hong Kong Exchanges1.54%
- 🇨🇭 SIX0.81%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇮🇹 Borsa Italiana0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.97%
- 🇹🇼 Taiwan8.51%
- 🇳🇱 Netherlands2.41%
- 🇩🇪 Germany2.28%
- 🇨🇳 China1.96%
- 🇬🇧 United Kingdom1.4%
- 🇨🇭 Switzerland1.14%
- 🇭🇰 Hong Kong0.98%
- 🇨🇦 Canada0.7%
- 🇮🇱 Israel0.4%
- 🇧🇷 Brazil0.4%
- 🇸🇪 Sweden0.24%
- 🇯🇵 Japan0.19%
- 🇮🇪 Ireland0.15%
- 🇧🇲 Bermuda0.08%
- 🇩🇰 Denmark0.07%
- 🇱🇺 Luxembourg0.07%
- 🇫🇮 Finland0.04%
- 🇮🇹 Italy0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇿🇦 South Africa0.03%
- 🇫🇷 France0.02%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.65%
25 out of 77 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.12% | 2.52% | - |
 PBF | 0.11% | 3.73% | $0.95 |
 AmitKup | 0.1% | 3.72% | - |
 TSM | 0.07% | 0.82% | $1.74 |
 BAS.DE | 0.05% | 5.2% | $3.4 |
 SWBI | 0.03% | 5.21% | $0.48 |
 PetrBalas | 0.03% | 1.31% | - |
 2338.HK | 0.03% | 5.09% | $0.57 |
 GOOG | 0.02% | 0.32% | $0.2 |
 ASML.RTH | 0.01% | 0.6% | $5.57 |
 sgstjc | 0.01% | 0.78% | - |
 Coolcontribution | 0.01% | 1.11% | - |
 JonasBarrelov | 0.01% | 0.84% | - |
 MSFT | 0.01% | 0.66% | $3 |
 OLN | 0.01% | 3.44% | $0.8 |
 LOGN.ZU | 0.01% | 1.44% | $1.06 |
 CPHequities | 0.01% | 0.51% | - |
 01177.HK | 0.01% | 1.22% | $0.05 |
 META | 0.01% | 0.35% | $1 |
 RHM.DE | 0% | 0.46% | $5.7 |
 P911.DE | 0% | 5.36% | $2.31 |
 REGN.RTH | 0% | 0.46% | - |
 ReturnInvest | 0% | 0.07% | - |
 NVDA | 0% | 0.02% | $0.02 |
 ACLN.ZU | 0% | -2.03% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2025 | $1.06 |
 SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
 MKC (DividendGrowth) | Pay Day | Oct 27, 2025 | $0.45 |
 CNA.L (Coolcontribution) | Pay Day | Oct 30, 2025 | $0.02 |
 EIX (DividendGrowth) | Pay Day | Oct 31, 2025 | $0.83 |
 TXN.RTH (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $0.57 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | Nov 6, 2025 | $0.31 |
 MA (CPHequities) | Pay Day | Nov 7, 2025 | $0.76 |
 APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
HM-B.ST (JonasBarrelov) | Pay Day | Nov 12, 2025 | $0.31 |
 TGT.RTH (DividendGrowth) | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN.RTH (DividendGrowth) | Pay Day | Nov 12, 2025 | $1.42 |
 CL (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.52 |
 GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
CASY (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.57 |
PG (DividendGrowth) | Pay Day | Nov 17, 2025 | $1.06 |
 LHX (DividendGrowth) | Ex-Dividend | Nov 17, 2025 | $1.20 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (PetrBalas) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT.RTH (PetrBalas) | Ex-Dividend | Nov 20, 2025 | $0.46 |
MSFT (sgstjc) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JonasBarrelov) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (ReturnInvest) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $0.96 |
 LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT.RTH (DividendGrowth) | Pay Day | Dec 1, 2025 | $1.14 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
 GS (PetrBalas) | Ex-Dividend | Dec 2, 2025 | $4.00 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
LHX (DividendGrowth) | Pay Day | Dec 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (CPHequities) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (CPHequities) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (PetrBalas) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT.RTH (PetrBalas) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (PetrBalas) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (sgstjc) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JonasBarrelov) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (ReturnInvest) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
GS (PetrBalas) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (CPHequities) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (PetrBalas) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3/10
Beta
2.08
2.08
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
-3.61
-3.61
-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
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
2.08
2.08
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
-3.61
-3.61
-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
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.06
High:
ASMDEE.ST
238.52ASMDEE.STLow:
INFA
-959.46INFADetails
PEG Ratio
84.85
High:
2338.HK
1,148.652338.HKLow:
SITM
-540.73SITMDetails
Price/Book
11.09
High:
EVEX
99.56EVEXLow:
INKT
-2.34INKTDetails
Price/Sales
11.61
High:
NET
39.35NETLow:
QS
-QSDetails
Price/CF
22.15
High:
NVAX
147.06NVAXLow:
TEAD
4.83TEADDetails
Price/FCF
54.46
High:
RHM.DE
5,198.92RHM.DELow:
SWBI
6.38SWBIDetails
P/E Ratio
34.06
High:ASMDEE.ST
238.52ASMDEE.STLow:INFA
-959.46INFADetails
PEG Ratio
84.85
High:2338.HK
1,148.652338.HKLow:SITM
-540.73SITMDetails
Price/Book
11.09
High:EVEX
99.56EVEXLow:INKT
-2.34INKTDetails
Price/Sales
11.61
High:NET
39.35NETLow:QS
-QSDetails
Price/CF
22.15
High:NVAX
147.06NVAXLow:TEAD
4.83TEADDetails
Price/FCF
54.46
High:RHM.DE
5,198.92RHM.DELow:SWBI
6.38SWBIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 94 |