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-0.01%
Today
+5.99%
This Month
+14.21%
Year To Date
+38.92%
2 Years
+40.34%
5 Years
+7.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading105.48%
- 📊 ETFs5.32%
- 🚗 Consumer Durables0.55%
- 💵 Cash0.18%
- 🪨 Non Energy Minerals0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.18%
- 🇺🇸 NYSE29.47%
- 🇺🇸 Chicago Board Options Exchange5.32%
- 🇨🇭 SIX4.11%
- 🇭🇰 Hong Kong Exchanges3.91%
- 🇫🇷 Euronext Paris3.34%
- 🇮🇹 Borsa Italiana2.8%
- 🇩🇰 Copenhagen Stock Exchange2.48%
- 🇪🇸 Bolsa De Madrid2.15%
- 🇬🇧 LSE1.2%
- 🇩🇪 FRA0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.56%
- 🇮🇪 Ireland8.55%
- 🇨🇭 Switzerland6.14%
- 🇱🇺 Luxembourg6.07%
- 🇨🇳 China4.46%
- 🇺🇾 Uruguay3.52%
- 🇫🇷 France3.34%
- 🇮🇹 Italy2.8%
- 🇩🇰 Denmark2.48%
- 🇪🇸 Spain2.15%
- 🇬🇧 United Kingdom1.74%
- 🇮🇱 Israel1.36%
- 🇩🇪 Germany0.51%
Dividends
Dividend Yield
0.84%
3 out of 8 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: ReturnInvest (0.95%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.77% | 0.79% | - |
 ReturnInvest | 0.08% | 0.95% | - |
 SCCO | 0% | -2.58% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NVDA (jaynemesis) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (jaynemesis) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 MU (ReturnInvest) | Ex-Dividend | Jul 7, 2025 | $0.12 |
 CRM (jaynemesis) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
 ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
MU (ReturnInvest) | Pay Day | Jul 22, 2025 | $0.12 |
 DIS (ReturnInvest) | Pay Day | Jul 23, 2025 | $0.50 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 MSFT (ReturnInvest) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
MSFT (ReturnInvest) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | 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 |
Performance Metrics
Score 3/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.73
-6.73
-7
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-6.73
-6.73
-7
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-3.62
High:
SCCO
22.89SCCOLow:
NIO
-2.13NIODetails
PEG Ratio
-49.66
High:SCCO
42.9SCCOLow:NIO
-54.22NIODetails
Price/Book
25.65
High:SCCO
8.61SCCOLow:NIO
-133.18NIODetails
Price/Sales
1.16
High:SCCO
6.86SCCOLow:NIO
0.77NIODetails
Price/CF
16.52
High:SCCO
16.52SCCOLow:SCCO
16.52SCCODetails
Price/FCF
41.61
High:SCCO
41.61SCCOLow:SCCO
41.61SCCODetails
P/E Ratio
-3.62
High:SCCO
22.89SCCOLow:NIO
-2.13NIODetails
PEG Ratio
-49.66
High:SCCO
42.9SCCOLow:NIO
-54.22NIODetails
Price/Book
25.65
High:SCCO
8.61SCCOLow:NIO
-133.18NIODetails
Price/Sales
1.16
High:SCCO
6.86SCCOLow:NIO
0.77NIODetails
Price/CF
16.52
High:SCCO
16.52SCCOLow:SCCO
16.52SCCODetails
Price/FCF
41.61
High:SCCO
41.61SCCOLow:SCCO
41.61SCCODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.09% | Nov 2021 | - | 44 |
-4.71% | Sep 2021 | Oct 2021 | 1 |
-4.24% | May 2021 | Aug 2021 | 3 |
-2.2% | Sep 2020 | Nov 2020 | 2 |