Loading...
+0.16%
Today
+2.7%
This Month
+9.45%
Year To Date
+34.67%
2 Years
+23.23%
5 Years
+4.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.95%
- 📊 ETFs27.99%
- 💵 Cash19.77%
- 💻 Electronic Technology5.89%
- 🖥️ Technology Services4.18%
- 🧬 Health Technology4.03%
- 🚗 Consumer Durables3.06%
- 🪙 Cryptocurrencies2.95%
- ⛏️ Energy Minerals2.63%
- 🍞 Consumer Non Durables1.06%
- 🛍️ Retail Trade0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.51%
- 🇺🇸 Nasdaq20.27%
- 🇬🇧 LSE4.37%
- 🇺🇸 Chicago Board Options Exchange3.32%
- 🇩🇪 Xetra ETFs3.28%
- 🌍 Digital Currency2.95%
- 🇨🇭 SIX1.02%
- 🇩🇪 FRA0.82%
- 🇪🇸 Bolsa De Madrid0.8%
- 🇭🇰 Hong Kong Exchanges0.58%
- 🇫🇷 Euronext Paris0.43%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇦🇪 Dubai Financial Market0.31%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇫🇮 Helsinki Stock Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.12%
- 🇬🇧 United Kingdom3.55%
- 🇹🇼 Taiwan1.08%
- 🇨🇭 Switzerland1.02%
- 🇩🇪 Germany0.82%
- 🇪🇸 Spain0.8%
- 🇨🇳 China0.78%
- 🇫🇷 France0.43%
- 🇨🇦 Canada0.39%
- 🇩🇰 Denmark0.35%
- 🇸🇪 Sweden0.21%
- 🇳🇴 Norway0.18%
- 🇳🇱 Netherlands0.17%
- 🇫🇮 Finland0.17%
- 🇮🇱 Israel0.14%
- 🇱🇺 Luxembourg0.1%
- 🇰🇷 South Korea0.08%
- 🇧🇷 Brazil0.06%
- 🇬🇮 Gibraltar0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.7%
20 out of 26 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.38% | 2.81% | - |
 PFE | 0.28% | 7.02% | $1.66 |
 JeppeKirkBonde | 0.23% | 1.4% | - |
 F | 0.19% | 6.62% | $0.78 |
 MCHI | 0.08% | 2.04% | - |
 LMT | 0.07% | 2.86% | $12.45 |
 EWQ | 0.06% | 2.79% | - |
 VOO | 0.06% | 1.29% | - |
 OXY | 0.06% | 2.14% | $0.8 |
 EWJ | 0.05% | 2.12% | - |
 VWO | 0.05% | 3.02% | - |
 VGK | 0.04% | 2.89% | - |
 BBJP | 0.03% | 2.53% | - |
 VGT | 0.02% | 0.52% | - |
 NKE | 0.02% | 2.12% | $1.45 |
 TGT | 0.02% | 4.41% | $4.42 |
 VB | 0.02% | 1.48% | - |
 GOOG | 0.02% | 0.42% | $0.2 |
 INDA | 0.01% | 0.74% | - |
 AAPL | 0.01% | 0.48% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (Richardstroud) | Pay Day | Jul 23, 2025 | $0.41 |
 DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
 SSE.L (Richardstroud) | Ex-Dividend | Jul 24, 2025 | $0.58 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
TGT (Richardstroud) | Ex-Dividend | Aug 13, 2025 | $1.14 |
 PG (Richardstroud) | Pay Day | Aug 15, 2025 | $1.06 |
 MSFT (Richardstroud) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 SPGI (Richardstroud) | Ex-Dividend | Aug 26, 2025 | $0.96 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
TGT (Richardstroud) | Pay Day | Sep 1, 2025 | $1.14 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
 QCOM (Richardstroud) | Ex-Dividend | Sep 4, 2025 | $0.89 |
SPGI (Richardstroud) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (Richardstroud) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (Richardstroud) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
QCOM (Richardstroud) | Pay Day | Sep 25, 2025 | $0.89 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
KO (Richardstroud) | Pay Day | Oct 1, 2025 | $0.51 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
BBJP | Pay Day | Dec 27, 2025 | $1.53 |
Performance Metrics
Score 2.8/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-5.56
-5.56
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-5.56
-5.56
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.52
High:
AMD
115.08AMDLow:
NIO
-2.7NIODetails
PEG Ratio
58.21
High:
TGT
561.2TGTLow:NIO
-68.73NIODetails
Price/Book
6.92
High:
AAPL
47.23AAPLLow:NIO
-168.98NIODetails
Price/Sales
4.86
High:AMD
9.2AMDLow:
F
0.24FDetails
Price/CF
16.04
High:AMD
48.52AMDLow:F
2.27FDetails
Price/FCF
32.43
High:
NKE
92.49NKELow:F
6.36FDetails
P/E Ratio
23.52
High:AMD
115.08AMDLow:NIO
-2.7NIODetails
PEG Ratio
58.21
High:TGT
561.2TGTLow:NIO
-68.73NIODetails
Price/Book
6.92
High:AAPL
47.23AAPLLow:NIO
-168.98NIODetails
Price/Sales
4.86
High:AMD
9.2AMDLow:F
0.24FDetails
Price/CF
16.04
High:AMD
48.52AMDLow:F
2.27FDetails
Price/FCF
32.43
High:NKE
92.49NKELow:F
6.36FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.34% | Nov 2021 | Sep 2024 | 34 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-4.8% | Feb 2025 | Jun 2025 | 4 |
-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 |