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-1.41%
This Month
+2.5%
Year To Date
+35.23%
2 Years
+17.92%
5 Years
+63.41%
10 Years
+9.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.54%
- 💻 Electronic Technology6.16%
- 🖥️ Technology Services5.99%
- 📊 ETFs4.35%
- 🛍️ Retail Trade1.56%
- 💰 Finance1.31%
- 🛠️ Producer Manufacturing0.67%
- 🚗 Consumer Durables0.28%
- 🪙 Cryptocurrencies0.26%
- 🧬 Health Technology0.25%
- ⚡ Utilities0.23%
- 🏥 Health Services0.17%
- 💵 Cash0.13%
- 🏭 Industrial Services0.1%
- 💼 Commercial Services0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency28.02%
- 🇺🇸 Nasdaq25.17%
- 🇺🇸 NYSE18.03%
- 🇬🇧 LSE4.83%
- 🇭🇰 Hong Kong Exchanges2.31%
- 🇺🇸 Chicago Board Options Exchange2.16%
- 🇫🇷 Euronext Paris1.41%
- 🇨🇭 SIX1.34%
- 🇮🇹 Borsa Italiana1.2%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇪🇸 Bolsa De Madrid0.62%
- 🇩🇪 FRA0.61%
- 🇸🇪 Stockholm Stock Exchange0.57%
- 🇳🇴 Oslo Stock Exchange0.41%
- 🇩🇰 Copenhagen Stock Exchange0.36%
- 🇦🇪 Dubai Financial Market0.25%
- 🇫🇮 Helsinki Stock Exchange0.07%
- Regular Trading Hours - RTH0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.17%
- 🇬🇧 United Kingdom5.14%
- 🇨🇳 China3.64%
- 🇨🇭 Switzerland1.59%
- 🇫🇷 France1.41%
- 🇮🇹 Italy1.11%
- 🇹🇼 Taiwan0.93%
- 🇳🇱 Netherlands0.9%
- 🇮🇪 Ireland0.68%
- 🇪🇸 Spain0.62%
- 🇩🇪 Germany0.61%
- 🇺🇾 Uruguay0.57%
- 🇨🇦 Canada0.52%
- 🇫🇮 Finland0.43%
- 🇳🇴 Norway0.41%
- 🇩🇰 Denmark0.36%
- 🇧🇷 Brazil0.34%
- 🇱🇺 Luxembourg0.33%
- 🇮🇱 Israel0.27%
- 🇭🇰 Hong Kong0.26%
- 🇸🇪 Sweden0.22%
- 🇰🇷 South Korea0.07%
- 🇨🇾 Cyprus0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.63%
33 out of 83 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $REFI (14.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.23% | 5.27% | - |
 thomaspj | 0.14% | 0.78% | - |
 JeppeKirkBonde | 0.13% | 1.06% | - |
 jaynemesis | 0.04% | 0.68% | - |
 REFI | 0.03% | 14.69% | $1.88 |
 MSFT | 0.01% | 0.74% | $3 |
 RR.L | 0.01% | 0.95% | - |
 01211.HK | 0.01% | 1.53% | $3.41 |
 LMT | 0.01% | 2.8% | $12.45 |
 00257.HK | 0% | 4.84% | $0.22 |
 O | 0% | 5.57% | $3.09 |
 UNH | 0% | 2.58% | $7.74 |
 9988.HK | 0% | 0.72% | $0.98 |
 SBS.DE | 0% | 2.73% | $0.55 |
 0968.HK | 0% | 1.46% | $0.23 |
 AMAT | 0% | 0.71% | $1.44 |
 ORCL | 0% | 1.1% | $1.6 |
 KLAC | 0% | 0.61% | $5.65 |
 V | 0% | 0.71% | $2.01 |
 MU | 0% | 0.2% | $0.46 |
 GOOGL | 0% | 0.27% | $0.2 |
 NOVO-B.CO | 0% | 3.71% | $9.4 |
 STMMI.MI | 0% | 1.41% | $0.28 |
 0700.HK | 0% | 0.76% | $3.4 |
 MA | 0% | 0.56% | $2.46 |
 ASML.NV | 0% | 0.72% | $6.1 |
 misterg23 | 0% | 0.01% | - |
 META | 0% | 0.33% | $1 |
 TSM | 0% | 0.93% | $1.74 |
 NVDA | 0% | 0.02% | $0.02 |
 GRMN | 0% | 1.77% | $3.71 |
 LRCX | 0% | 0.61% | $8 |
 RTX | 0% | 1.47% | $2.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 SMH | Pay Day | Dec 24, 2025 | $0.00 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Dec 26, 2025 | $0.90 |
 CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
TAN (jaynemesis) | Pay Day | Dec 27, 2025 | $0.00 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TT (jaynemesis) | Pay Day | Dec 31, 2025 | $0.94 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.4/10
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-4.86
-4.86
-5
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.23
1.23
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-4.86
-4.86
-5
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.04
High:
PLTR
428.55PLTRLow:
NET
-661.4NETDetails
PEG Ratio
278.84
High:
AMAT
6,295.99AMATLow:
TEAM
-423.79TEAMDetails
Price/Book
11.73
High:PLTR
66.27PLTRLow:
QD
0.37QDDetails
Price/Sales
10.92
High:
CRSP
133.97CRSPLow:
QIWI
0.4QIWIDetails
Price/CF
30.92
High:PLTR
258.05PLTRLow:
00257.HK
5.0400257.HKDetails
Price/FCF
62.02
High:NET
362.6NETLow:QD
2.58QDDetails
P/E Ratio
37.04
High:PLTR
428.55PLTRLow:NET
-661.4NETDetails
PEG Ratio
278.84
High:AMAT
6,295.99AMATLow:TEAM
-423.79TEAMDetails
Price/Book
11.73
High:PLTR
66.27PLTRLow:QD
0.37QDDetails
Price/Sales
10.92
High:CRSP
133.97CRSPLow:QIWI
0.4QIWIDetails
Price/CF
30.92
High:PLTR
258.05PLTRLow:00257.HK
5.0400257.HKDetails
Price/FCF
62.02
High:NET
362.6NETLow:QD
2.58QDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.88% | Jul 2021 | Nov 2024 | 40 |
-20.58% | Feb 2025 | Jul 2025 | 5 |
-17.05% | Oct 2025 | - | 3 |
-8.8% | Sep 2020 | Nov 2020 | 2 |
-5.16% | Dec 2024 | Jan 2025 | 1 |
-3.77% | Mar 2020 | Apr 2020 | 1 |
-2.18% | Mar 2021 | Apr 2021 | 1 |
-1.87% | May 2020 | Jul 2020 | 2 |