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+0.85%
Today
+1.4%
This Month
+3.99%
Year To Date
+34.67%
2 Years
+17.08%
5 Years
+3.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading30.25%
- 📊 ETFs28.77%
- 💵 Cash19.66%
- 💻 Electronic Technology5.63%
- 🖥️ Technology Services4.05%
- 🧬 Health Technology4.03%
- 🚗 Consumer Durables2.92%
- ⛏️ Energy Minerals2.67%
- 🪙 Cryptocurrencies2.01%
- 🍞 Consumer Non Durables0.97%
- 🛍️ Retail Trade0.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.07%
- 🇺🇸 Nasdaq20%
- 🇬🇧 LSE4.46%
- 🇩🇪 Xetra ETFs3.54%
- 🇺🇸 Chicago Board Options Exchange3.53%
- 🌍 Digital Currency2.01%
- 🇨🇭 SIX1%
- 🇪🇸 Bolsa De Madrid0.85%
- 🇩🇪 FRA0.84%
- 🇭🇰 Hong Kong Exchanges0.58%
- 🇫🇷 Euronext Paris0.46%
- 🇩🇰 Copenhagen Stock Exchange0.39%
- 🇦🇪 Dubai Financial Market0.3%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇳🇴 Oslo Stock Exchange0.19%
- 🇫🇮 Helsinki Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.28%
- 🇬🇧 United Kingdom3.61%
- 🇨🇭 Switzerland1%
- 🇹🇼 Taiwan0.99%
- 🇪🇸 Spain0.85%
- 🇩🇪 Germany0.84%
- 🇨🇳 China0.76%
- 🇯🇵 Japan0.55%
- 🇫🇷 France0.46%
- 🇳🇱 Netherlands0.44%
- 🇩🇰 Denmark0.39%
- 🇨🇦 Canada0.39%
- 🇸🇪 Sweden0.22%
- 🇳🇴 Norway0.19%
- 🇮🇱 Israel0.18%
- 🇫🇮 Finland0.16%
- 🇱🇺 Luxembourg0.1%
- 🇰🇷 South Korea0.07%
- 🇧🇷 Brazil0.06%
- 🇬🇮 Gibraltar0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.73%
20 out of 25 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $F (7.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.35% | 2.52% | - |
 PFE | 0.29% | 7.27% | $1.66 |
 JeppeKirkBonde | 0.25% | 1.49% | - |
 F | 0.2% | 7.32% | $0.78 |
 MCHI | 0.08% | 2.09% | - |
 LMT | 0.07% | 2.73% | $12.45 |
 EWQ | 0.07% | 2.79% | - |
 VOO | 0.06% | 1.37% | - |
 OXY | 0.06% | 2.17% | $0.8 |
 EWJ | 0.06% | 2.12% | - |
 VWO | 0.05% | 3.13% | - |
 VGK | 0.04% | 2.89% | - |
 BBJP | 0.03% | 2.53% | - |
 VGT | 0.03% | 0.58% | - |
 NKE | 0.02% | 2.52% | $1.45 |
 VB | 0.02% | 1.56% | - |
 TGT | 0.02% | 4.63% | $4.42 |
 GOOG | 0.02% | 0.46% | $0.2 |
 INDA | 0.01% | 0.74% | - |
 AAPL | 0.01% | 0.49% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (Richardstroud) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
 SPGI (Richardstroud) | Pay Day | Jun 11, 2025 | $0.96 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
 KO (Richardstroud) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (Richardstroud) | Pay Day | Jun 16, 2025 | $0.21 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 SHEL.L (Richardstroud) | Pay Day | Jun 23, 2025 | $0.36 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 DIS (Richardstroud) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
 TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
KO (Richardstroud) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (Richardstroud) | Pay Day | Jul 1, 2025 | $0.40 |
 CSCO (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 ABF.L (Richardstroud) | Pay Day | Jul 4, 2025 | $0.28 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
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 |
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 |
SSE.L (Richardstroud) | Pay Day | Sep 18, 2025 | $0.58 |
EWQ | Pay Day | Dec 20, 2025 | $0.00 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | 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 2.7/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-5.58
-5.58
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-5.58
-5.58
-6
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.58
High:
AMD
84.8AMDLow:
NIO
-2.23NIODetails
PEG Ratio
48.19
High:
TGT
507.4TGTLow:NIO
-56.76NIODetails
Price/Book
6.44
High:
AAPL
44.87AAPLLow:NIO
-139.34NIODetails
Price/Sales
4.46
High:AAPL
7.54AAPLLow:
F
0.22FDetails
Price/CF
16.02
High:AMD
48.52AMDLow:F
2.27FDetails
Price/FCF
32.37
High:
PFE
87.67PFELow:F
6.36FDetails
P/E Ratio
21.58
High:AMD
84.8AMDLow:NIO
-2.23NIODetails
PEG Ratio
48.19
High:TGT
507.4TGTLow:NIO
-56.76NIODetails
Price/Book
6.44
High:AAPL
44.87AAPLLow:NIO
-139.34NIODetails
Price/Sales
4.46
High:AAPL
7.54AAPLLow:F
0.22FDetails
Price/CF
16.02
High:AMD
48.52AMDLow:F
2.27FDetails
Price/FCF
32.37
High:PFE
87.67PFELow: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 |