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+0.19%
Today
+0.89%
This Month
+14.91%
Year To Date
+34.81%
2 Years
+96.82%
5 Years
+15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.47%
- 💵 Cash13.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.59%
- 🇺🇸 NYSE22.82%
- 🇬🇧 LSE13.9%
- 🇫🇷 Euronext Paris4.03%
- 🇪🇸 Bolsa De Madrid1.51%
- 🇩🇰 Copenhagen Stock Exchange1.39%
- 🇨🇭 SIX0.97%
- 🇭🇰 Hong Kong Exchanges0.96%
- 🇩🇪 FRA0.64%
- 🇮🇹 Borsa Italiana0.61%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.51%
- 🇬🇧 United Kingdom14.88%
- 🇫🇷 France3.95%
- 🇨🇭 Switzerland3.15%
- 🇺🇾 Uruguay2.19%
- 🇮🇪 Ireland2.04%
- 🇩🇰 Denmark1.65%
- 🇮🇱 Israel1.52%
- 🇪🇸 Spain1.51%
- 🇱🇺 Luxembourg1.29%
- 🇨🇳 China1.28%
- 🇩🇪 Germany0.64%
- 🇮🇹 Italy0.61%
- 🇳🇱 Netherlands0.08%
Dividends
Dividend Yield
1.71%
4 out of 4 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: RobertMERC (4.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RobertMERC | 0.78% | 4.65% | - |
 Fookpuck | 0.66% | 3.55% | - |
 jaynemesis | 0.17% | 0.79% | - |
 MarianoPardo | 0.09% | 0.43% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CRM (jaynemesis) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
 BABA (MarianoPardo) | Pay Day | Jul 10, 2025 | $1.05 |
CRM (MarianoPardo) | Pay Day | Jul 10, 2025 | $0.42 |
 ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
 PM (Fookpuck) | Pay Day | Jul 15, 2025 | $1.35 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
 MU (MarianoPardo) | Pay Day | Jul 22, 2025 | $0.12 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (MarianoPardo) | Pay Day | Jul 31, 2025 | $1.40 |
 MA (MarianoPardo) | Pay Day | Aug 8, 2025 | $0.76 |
 MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (MarianoPardo) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 IMB.L (Fookpuck) | Ex-Dividend | Aug 21, 2025 | $0.53 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (MarianoPardo) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
IMB.L (Fookpuck) | Pay Day | Sep 30, 2025 | $0.53 |
 BATS.L (Fookpuck) | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L (Fookpuck) | Pay Day | Nov 7, 2025 | $0.76 |
Performance Metrics
Score 6/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
5.47
5.47
-2
0
2
6
6
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1
1
0
1
2
3
3
Jensen's Alpha
5.47
5.47
-2
0
2
6
6
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.4
1.4
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-49.32% | Feb 2018 | Dec 2020 | 34 |
-36.15% | Nov 2021 | Nov 2024 | 36 |
-10.53% | Jul 2017 | Aug 2017 | 1 |
-10.14% | Sep 2017 | Nov 2017 | 2 |
-6.31% | Feb 2025 | May 2025 | 3 |
-4.58% | Sep 2021 | Oct 2021 | 1 |
-4.03% | Dec 2024 | Jan 2025 | 1 |
-2.39% | Sep 2016 | Mar 2017 | 6 |
-1.93% | Jul 2021 | Aug 2021 | 1 |
-1.14% | May 2021 | Jun 2021 | 1 |