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+4.23%
This Month
+21.34%
Year To Date
+49.45%
2 Years
+34.12%
5 Years
-79.43%
10 Years
-16.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.44%
- 💻 Electronic Technology21.5%
- 🖥️ Technology Services14.45%
- ⛏️ Energy Minerals6.25%
- 🪙 Cryptocurrencies5.3%
- 🧬 Health Technology4.19%
- 📊 ETFs1.59%
- 🛠️ Producer Manufacturing1.27%
- 🧪 Process Industries1.1%
- 🪨 Non Energy Minerals0.67%
- 🏭 Industrial Services0.1%
- 🚗 Consumer Durables0.07%
- 💇♀️ Consumer Services0.05%
- 💰 Finance0.01%
- 🛍️ Retail Trade0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.22%
- 🇺🇸 NYSE26.61%
- 🇬🇧 LSE18.66%
- 🌍 Digital Currency5.45%
- 🇩🇪 FRA1.9%
- 🇭🇰 Hong Kong Exchanges1.88%
- 🇩🇪 Xetra ETFs0.98%
- 🇨🇭 SIX0.62%
- 🇳🇱 Euronext Amsterdam0.59%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇫🇮 Helsinki Stock Exchange0.2%
- 🇮🇹 Borsa Italiana0.19%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇺🇸 OTC Markets Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.14%
- 🇹🇼 Taiwan10.43%
- 🇳🇱 Netherlands4.26%
- 🇩🇪 Germany2.16%
- 🇨🇳 China1.6%
- 🇨🇭 Switzerland1.08%
- 🇭🇰 Hong Kong0.98%
- 🇬🇧 United Kingdom0.68%
- 🇨🇦 Canada0.47%
- 🇮🇱 Israel0.37%
- 🇸🇪 Sweden0.33%
- 🇫🇮 Finland0.23%
- 🇮🇹 Italy0.19%
- 🇯🇵 Japan0.14%
- 🇮🇪 Ireland0.08%
- 🇩🇰 Denmark0.06%
- 🇪🇸 Spain0.06%
- 🇰🇾 Cayman Islands0.04%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.57%
27 out of 79 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $OLN (4.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.09% | 2.2% | - |
 PBF | 0.09% | 1.5% | $0.95 |
 TSM | 0.07% | 0.72% | $1.74 |
 AmitKup | 0.06% | 2.35% | - |
 BAS.DE | 0.04% | 4.34% | $3.4 |
 SWBI | 0.03% | 3.69% | $0.48 |
 PetrBalas | 0.03% | 1.08% | - |
 CPHequities | 0.02% | 1.28% | - |
 2338.HK | 0.02% | 2.63% | $0.57 |
 ASML | 0.02% | 0.43% | $5.57 |
 GOOG | 0.01% | 0.25% | $0.2 |
 sgstjc | 0.01% | 0.54% | - |
 JonasBarrelov | 0.01% | 0.89% | - |
 01177.HK | 0.01% | 2.18% | $0.05 |
 MSFT | 0.01% | 0.75% | $3 |
 OLN | 0.01% | 4.35% | $0.8 |
 LOGN.ZU | 0.01% | 1.77% | $1.06 |
 META | 0.01% | 0.38% | $1 |
 RHM.DE | 0.01% | 1% | $5.7 |
 Coolcontribution | 0% | 0.43% | - |
 REGN | 0% | 0.44% | - |
 NVDA | 0% | 0.13% | $0.02 |
 P911.DE | 0% | 2.27% | $2.31 |
 ReturnInvest | 0% | 0.08% | - |
 Core-Equity | 0% | 0% | - |
 ACLN.ZU | 0% | -1.99% | $-0.85 |
 SFGYY | 0% | -2.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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
1.99
1.99
0
0.8
1.2
0
2
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
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
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
-4.49
-4.49
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.7
High:
AMD
183.1AMDLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-148.4
High:2338.HK
2,313.752338.HKLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.16
High:
NET
62.12NETLow:
NVAX
-10.6NVAXDetails
Price/Sales
12.57
High:
PTGX
125.08PTGXLow:
SLDB
-SLDBDetails
Price/CF
22.53
High:
FLR.US
767.13FLR.USLow:SWBI
6.16SWBIDetails
Price/FCF
61.42
High:BAS.DE
656.13BAS.DELow:
TEAD
4.83TEADDetails
P/E Ratio
31.7
High:AMD
183.1AMDLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-148.4
High:2338.HK
2,313.752338.HKLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.16
High:NET
62.12NETLow:NVAX
-10.6NVAXDetails
Price/Sales
12.57
High:PTGX
125.08PTGXLow:SLDB
-SLDBDetails
Price/CF
22.53
High:FLR.US
767.13FLR.USLow:SWBI
6.16SWBIDetails
Price/FCF
61.42
High:BAS.DE
656.13BAS.DELow:TEAD
4.83TEADDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 104 |