Loading...
-4.38%
This Month
+31.54%
Year To Date
-51.35%
2 Years
+55.26%
5 Years
-99.89%
10 Years
-82.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧪 Process Industries25.09%
- 💵 Cash9.94%
- 👥 Copy Trading7.86%
- 🧩 Miscellaneous6.56%
- 🧬 Health Technology1.27%
- 💻 Electronic Technology0.85%
- 📊 ETFs0.19%
- 🚚 Transportation0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.26%
- 🇬🇧 LSE7.86%
- 🇺🇸 Nasdaq2.79%
- 🇫🇷 Euronext Paris1.3%
- 🇳🇴 Oslo Stock Exchange0.55%
- 🇨🇭 SIX0.21%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇩🇪 FRA0.08%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇦🇪 Dubai Financial Market0.06%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🌍 CFD0%
Countries Breakdown
- Country
- Total
- 🇿🇦 South Africa25.09%
- 🇺🇸 United States4.06%
- 🇬🇧 United Kingdom1.17%
- 🇳🇱 Netherlands1.02%
- 🇳🇴 Norway0.55%
- 🇫🇷 France0.46%
- 🇹🇼 Taiwan0.35%
- 🇨🇭 Switzerland0.21%
- 🇨🇦 Canada0.14%
- 🇩🇪 Germany0.08%
- 🇩🇰 Denmark0.07%
- 🇸🇪 Sweden0.06%
- 🇰🇷 South Korea0.05%
- 🇪🇸 Spain0.03%
- 🇱🇺 Luxembourg0.02%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.02%
- 🇨🇳 China0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.14%
5 out of 10 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.08% | 1.92% | - |
 JeppeKirkBonde | 0.03% | 0.9% | - |
 AIR.PA | 0.01% | 1.7% | $1.8 |
 NAS.OL | 0.01% | 11.19% | - |
 WDI.DE | 0% | 2352.94% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (JeppeKirkBonde) | Ex-Dividend | May 11, 2026 | $0.27 |
 EQNR.OL (thomaspj) | Ex-Dividend | May 13, 2026 | $0.39 |
AAPL (JeppeKirkBonde) | Pay Day | May 14, 2026 | $0.27 |
 BP.L (thomaspj) | Ex-Dividend | May 14, 2026 | $0.08 |
NAS.OL | Pay Day | May 15, 2026 | $0.09 |
 CEG (JeppeKirkBonde) | Ex-Dividend | May 15, 2026 | $0.43 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
 AGRO (JeppeKirkBonde) | Pay Day | May 19, 2026 | $0.12 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
 C (thomaspj) | Pay Day | May 22, 2026 | $0.60 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
EQNR.OL (thomaspj) | Pay Day | May 27, 2026 | $0.39 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
 D (JeppeKirkBonde) | Ex-Dividend | May 29, 2026 | $0.67 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
GS (thomaspj) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 RR.L (thomaspj) | Pay Day | Jun 3, 2026 | $0.07 |
CEG (JeppeKirkBonde) | Pay Day | Jun 5, 2026 | $0.43 |
 BAC (thomaspj) | Ex-Dividend | Jun 5, 2026 | $0.28 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
BP.L (thomaspj) | Pay Day | Jun 26, 2026 | $0.08 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 TTE.PA (thomaspj) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (thomaspj) | Pay Day | Jul 2, 2026 | $1.01 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4.5/10
Beta
-0.66
-0.66
-1
0.8
1.2
-1
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
12.8
12.8
-2
0
2
13
13
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
-0.64
-0.64
-1
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Beta
-0.66
-0.66
-1
0.8
1.2
-1
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
12.8
12.8
-2
0
2
13
13
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
-0.64
-0.64
-1
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
44.49
High:
SSL
70.46SSLLow:WDI.DE
0.15WDI.DEDetails
PEG Ratio
71.88
High:AIR.PA
224.13AIR.PALow:WDI.DE
0.39WDI.DEDetails
Price/Book
1.54
High:AIR.PA
5.69AIR.PALow:WDI.DE
0.03WDI.DEDetails
Price/Sales
0.94
High:
NBIX
4.9NBIXLow:WDI.DE
0.03WDI.DEDetails
Price/CF
3.63
High:AIR.PA
20.2AIR.PALow:SSL
2.28SSLDetails
Price/FCF
8.5
High:AIR.PA
76.7AIR.PALow:SSL
5.25SSLDetails
P/E Ratio
44.49
High:SSL
70.46SSLLow:WDI.DE
0.15WDI.DEDetails
PEG Ratio
71.88
High:AIR.PA
224.13AIR.PALow:WDI.DE
0.39WDI.DEDetails
Price/Book
1.54
High:AIR.PA
5.69AIR.PALow:WDI.DE
0.03WDI.DEDetails
Price/Sales
0.94
High:NBIX
4.9NBIXLow:WDI.DE
0.03WDI.DEDetails
Price/CF
3.63
High:AIR.PA
20.2AIR.PALow:SSL
2.28SSLDetails
Price/FCF
8.5
High:AIR.PA
76.7AIR.PALow:SSL
5.25SSLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | May 2012 | - | 169 |
-20.59% | Mar 2012 | Apr 2012 | 1 |