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+0.91%
This Month
+12.46%
Year To Date
+54.49%
2 Years
+60.22%
5 Years
+53.95%
10 Years
+5.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading86.83%
- 💵 Cash0.21%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.9%
- 🇺🇸 NYSE22.44%
- 🇬🇧 LSE12.55%
- 🇩🇪 FRA4.16%
- 🌍 Digital Currency2.48%
- 🇩🇪 Xetra ETFs0.98%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.38%
- 🇬🇧 United Kingdom8.37%
- 🇩🇪 Germany4.16%
- 🇨🇭 Switzerland0.96%
- 🇮🇱 Israel0.76%
- 🇩🇰 Denmark0.42%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.45%
3 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Jenelleb123 | 0.23% | 0.6% | - |
 defense_investor | 0.22% | 0.45% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (Jenelleb123) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 AXP (Jenelleb123) | Ex-Dividend | Oct 10, 2025 | $0.82 |
AXP (defense_investor) | Ex-Dividend | Oct 10, 2025 | $0.82 |
JPM (Jenelleb123) | Pay Day | Oct 31, 2025 | $1.50 |
AXP (Jenelleb123) | Pay Day | Nov 10, 2025 | $0.82 |
AXP (defense_investor) | Pay Day | Nov 10, 2025 | $0.82 |
 MSFT (Jenelleb123) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (defense_investor) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Jenelleb123) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (defense_investor) | Pay Day | Dec 11, 2025 | $0.91 |
 WMT (Jenelleb123) | Ex-Dividend | Dec 12, 2025 | $0.24 |
WMT (Jenelleb123) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.2/10
Beta
0.86
0.86
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
-5.02
-5.02
-6
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
0.86
0.86
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
-5.02
-5.02
-6
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-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
0.09
High:
NVTKL.L
0.09NVTKL.LLow:NVTKL.L
0.09NVTKL.LDetails
PEG Ratio
N/A
Details
Price/Book
0.01
High:NVTKL.L
0.01NVTKL.LLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
N/A
Details
Price/CF
24.61
High:NVTKL.L
24.61NVTKL.LLow:NVTKL.L
24.61NVTKL.LDetails
Price/FCF
46.3
High:NVTKL.L
46.3NVTKL.LLow:NVTKL.L
46.3NVTKL.LDetails
P/E Ratio
0.09
High:NVTKL.L
0.09NVTKL.LLow:NVTKL.L
0.09NVTKL.LDetails
PEG Ratio
N/A
Details
Price/Book
0.01
High:NVTKL.L
0.01NVTKL.LLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
N/A
Details
Price/CF
24.61
High:NVTKL.L
24.61NVTKL.LLow:NVTKL.L
24.61NVTKL.LDetails
Price/FCF
46.3
High:NVTKL.L
46.3NVTKL.LLow:NVTKL.L
46.3NVTKL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.65% | Feb 2018 | Feb 2021 | 36 |
-34.18% | Jul 2021 | Sep 2025 | 50 |
-1.48% | Sep 2017 | Oct 2017 | 1 |
-0.69% | Mar 2021 | Apr 2021 | 1 |