Loading...
+0.03%
Today
-4.03%
This Month
-5.7%
Year To Date
+30.73%
2 Years
+6.17%
5 Years
+1.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.68%
- 📊 ETFs28.17%
- 💵 Cash19.58%
- 💻 Electronic Technology5.61%
- 🧬 Health Technology4.23%
- 🖥️ Technology Services4%
- 🚗 Consumer Durables3.05%
- ⛏️ Energy Minerals2.78%
- 🪙 Cryptocurrencies1.42%
- 🍞 Consumer Non Durables0.95%
- 🛍️ Retail Trade0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.37%
- 🇺🇸 Nasdaq18.88%
- 🇬🇧 LSE4.65%
- 🇺🇸 Chicago Board Options Exchange4.06%
- 🇩🇪 Xetra ETFs3.53%
- 🌍 Digital Currency1.48%
- 🇨🇭 SIX0.95%
- 🇪🇸 Bolsa De Madrid0.92%
- 🇩🇪 FRA0.77%
- 🇭🇰 Hong Kong Exchanges0.57%
- 🇫🇷 Euronext Paris0.53%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🇦🇪 Dubai Financial Market0.28%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇫🇮 Helsinki Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.24%
- 🇬🇧 United Kingdom3.8%
- 🇨🇭 Switzerland0.95%
- 🇪🇸 Spain0.92%
- 🇹🇼 Taiwan0.82%
- 🇩🇪 Germany0.77%
- 🇨🇳 China0.76%
- 🇯🇵 Japan0.53%
- 🇫🇷 France0.53%
- 🇳🇱 Netherlands0.45%
- 🇨🇦 Canada0.44%
- 🇩🇰 Denmark0.39%
- 🇸🇪 Sweden0.22%
- 🇳🇴 Norway0.21%
- 🇫🇮 Finland0.15%
- 🇱🇺 Luxembourg0.14%
- 🇸🇬 Singapore0.11%
- 🇰🇷 South Korea0.07%
- 🇧🇷 Brazil0.07%
- 🇬🇮 Gibraltar0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.85%
20 out of 25 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $F (7.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.39% | 2.77% | - |
 PFE | 0.32% | 7.63% | $1.66 |
 JeppeKirkBonde | 0.24% | 1.55% | - |
 F | 0.23% | 7.79% | $0.78 |
 MCHI | 0.08% | 1.99% | - |
 LMT | 0.07% | 2.78% | $12.45 |
 EWQ | 0.07% | 2.98% | - |
 EWJ | 0.06% | 2.29% | - |
 OXY | 0.06% | 2.27% | $0.8 |
 VOO | 0.06% | 1.36% | - |
 VWO | 0.05% | 3.14% | - |
 VGK | 0.05% | 3.16% | - |
 BBJP | 0.03% | 2.7% | - |
 NKE | 0.03% | 2.76% | $1.45 |
 VGT | 0.02% | 0.59% | - |
 TGT | 0.02% | 4.81% | $4.42 |
 GOOG | 0.02% | 0.52% | $0.2 |
 VB | 0.02% | 1.52% | - |
 INDA | 0.02% | 0.78% | - |
 AAPL | 0.01% | 0.51% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG (Richardstroud) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 CSCO (Richardstroud) | Pay Day | Apr 23, 2025 | $0.41 |
 DGE.L (Richardstroud) | Pay Day | Apr 24, 2025 | $0.50 |
 LGEN.L (Richardstroud) | Ex-Dividend | Apr 24, 2025 | $0.20 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 GRG.L (Richardstroud) | Ex-Dividend | May 1, 2025 | $0.64 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 SAN.PA (Richardstroud) | Ex-Dividend | May 12, 2025 | $4.26 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 OSB.L (Richardstroud) | Pay Day | May 13, 2025 | $0.30 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
SAN.PA (Richardstroud) | Pay Day | May 14, 2025 | $4.26 |
TGT (Richardstroud) | Ex-Dividend | May 14, 2025 | $1.12 |
 MSFT (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (Richardstroud) | Pay Day | May 15, 2025 | $1.06 |
 TSCO.L (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.12 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (Richardstroud) | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
0700.HK (Richardstroud) | Pay Day | May 30, 2025 | $0.58 |
GRG.L (Richardstroud) | Pay Day | May 30, 2025 | $0.64 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
TGT (Richardstroud) | Pay Day | Jun 1, 2025 | $1.12 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 QCOM (Richardstroud) | Ex-Dividend | Jun 5, 2025 | $0.89 |
LGEN.L (Richardstroud) | Pay Day | Jun 5, 2025 | $0.20 |
MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
EWQ | Pay Day | Jun 17, 2025 | $- |
EWJ | Pay Day | Jun 17, 2025 | $- |
MCHI | Pay Day | Jun 17, 2025 | $- |
 IJH (Richardstroud) | Pay Day | Jun 17, 2025 | $- |
 DIS (Richardstroud) | Ex-Dividend | Jun 24, 2025 | $0.50 |
VGK | Pay Day | Jun 25, 2025 | $- |
QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
 XBI (Richardstroud) | Pay Day | Jun 26, 2025 | $- |
TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
VB | Pay Day | Jul 2, 2025 | $- |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
INDA | Pay Day | Dec 20, 2025 | $- |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 2.5/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-5.73
-5.73
-6
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.04
0.04
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-5.73
-5.73
-6
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.07
0.07
0
0.75
1.25
2
2
Information Ratio
-0.75
-0.75
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.65
High:
AMD
87.22AMDLow:
NIO
-2.3NIODetails
PEG Ratio
31.92
High:AMD
95.07AMDLow:NIO
-17.71NIODetails
Price/Book
6.36
High:
AAPL
44.38AAPLLow:
F
0.85FDetails
Price/Sales
4.2
High:AAPL
7.54AAPLLow:F
0.21FDetails
Price/CF
20.04
High:AMD
67.27AMDLow:F
2.58FDetails
Price/FCF
39.97
High:
PFE
468.42PFELow:F
11FDetails
P/E Ratio
21.65
High:AMD
87.22AMDLow:NIO
-2.3NIODetails
PEG Ratio
31.92
High:AMD
95.07AMDLow:NIO
-17.71NIODetails
Price/Book
6.36
High:AAPL
44.38AAPLLow:F
0.85FDetails
Price/Sales
4.2
High:AAPL
7.54AAPLLow:F
0.21FDetails
Price/CF
20.04
High:AMD
67.27AMDLow:F
2.58FDetails
Price/FCF
39.97
High:PFE
468.42PFELow:F
11FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.34% | Nov 2021 | Sep 2024 | 34 |
-8.5% | Feb 2025 | - | 3 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-1.85% | Mar 2021 | Jun 2021 | 3 |
-1% | Oct 2024 | Nov 2024 | 1 |
-0.92% | Dec 2024 | Jan 2025 | 1 |
-0.53% | Jul 2021 | Aug 2021 | 1 |