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+1.75%
This Month
+24.83%
Year To Date
+66.81%
2 Years
+150.86%
5 Years
+285.93%
10 Years
+18.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.01%
- 💵 Cash15.25%
- 🚚 Transportation8.62%
- ⛏️ Energy Minerals7.99%
- 🛍️ Retail Trade7.37%
- 📊 ETFs5.98%
- 🖥️ Technology Services4.37%
- 🧬 Health Technology3.6%
- 💰 Finance3.06%
- 🪙 Cryptocurrencies2.91%
- 🚗 Consumer Durables2.81%
- 📡 Communications2.23%
- 💇♀️ Consumer Services1.99%
- 💼 Commercial Services1.87%
- 🍞 Consumer Non Durables1.02%
- 🏥 Health Services0.88%
- 💻 Electronic Technology0.64%
- 🪨 Non Energy Minerals0.54%
- ⚡ Utilities0.42%
- 🧪 Process Industries0.16%
- 🏭 Industrial Services0.14%
- 📦 Distribution Services0.11%
- 🛠️ Producer Manufacturing0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.73%
- 🇺🇸 Nasdaq21.07%
- 🇭🇰 Hong Kong Exchanges7.13%
- 🌍 Digital Currency7%
- LSE_AIM6.59%
- 🇩🇪 FRA3.98%
- 🇬🇧 LSE2.88%
- 🇮🇹 Borsa Italiana2.32%
- 🇩🇰 Copenhagen Stock Exchange1.02%
- 🇨🇭 SIX0.93%
- 🇺🇸 Chicago Board Options Exchange0.9%
- 🇫🇷 Euronext Paris0.54%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇳🇱 Euronext Amsterdam0.34%
- 🇦🇪 Dubai Financial Market0.11%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.59%
- 🇬🇧 United Kingdom8.66%
- 🇧🇲 Bermuda8.56%
- 🇨🇳 China8.18%
- 🇩🇪 Germany3.98%
- 🇮🇹 Italy2.32%
- 🇨🇭 Switzerland1.69%
- 🇧🇷 Brazil1.48%
- 🇩🇰 Denmark1.07%
- 🇨🇦 Canada0.98%
- 🇮🇪 Ireland0.69%
- 🇺🇾 Uruguay0.61%
- 🇭🇰 Hong Kong0.58%
- 🇳🇱 Netherlands0.56%
- 🇫🇷 France0.52%
- 🇱🇺 Luxembourg0.41%
- 🇪🇸 Spain0.39%
- 🇹🇼 Taiwan0.35%
- 🇮🇱 Israel0.26%
- 🇰🇷 South Korea0.21%
- 🇸🇪 Sweden0.08%
- 🇳🇴 Norway0.07%
- 🇦🇷 Argentina0.06%
- 🇯🇵 Japan0.05%
- 🇦🇺 Australia0.05%
- 🇫🇮 Finland0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.99%
86 out of 141 instruments pay dividend.
57 dividend payments in the next 30 days.
Highest Dividend: $PBR (15.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DHT | 0.54% | 6.28% | $1.05 |
 Sergius95 | 0.13% | 4.86% | - |
 JeppeKirkBonde | 0.09% | 1.45% | - |
 Wesl3y | 0.09% | 1.06% | - |
 SPG | 0.08% | 4.65% | $7.75 |
 PBR.A | 0.07% | 10.4% | $2.21 |
 PBR | 0.07% | 15.13% | $1.73 |
 P911.DE | 0.06% | 5.25% | $2.31 |
 VOW3.DE | 0.06% | 6.37% | $9.06 |
 jaynemesis | 0.05% | 0.72% | - |
 VZ | 0.05% | 6.13% | $2.66 |
 EWZ | 0.04% | 5.59% | - |
 PFE | 0.04% | 6.92% | $1.66 |
 9988.HK | 0.04% | 0.78% | $0.98 |
 T | 0.04% | 3.76% | $1.11 |
 VTI | 0.04% | 1.22% | - |
 CVS | 0.03% | 3.62% | $2.54 |
 0941.HK | 0.03% | 6.13% | $4.83 |
 NOVO-B.CO | 0.02% | 3.33% | $9.4 |
 VALE | 0.02% | 6.95% | $1.33 |
 9618.HK | 0.02% | 3.19% | $2.97 |
 O | 0.02% | 5.41% | $3.09 |
 ABR | 0.02% | 12.06% | $1.72 |
 ISF.L | 0.02% | 3.5% | - |
 BMW.DE | 0.02% | 4.87% | $6 |
 BMY | 0.02% | 5.24% | $2.34 |
 BATS.L | 0.02% | 5.83% | $2.36 |
 MarianoPardo | 0.01% | 0.4% | - |
 BP.L | 0.01% | 5.9% | $0.23 |
 UNH | 0.01% | 2.74% | $7.74 |
 MBG.DE | 0.01% | 8.11% | $5.3 |
 MO | 0.01% | 6.21% | $3.92 |
 SCHD | 0.01% | 3.87% | - |
 MRK | 0.01% | 3.86% | $3.04 |
 WU | 0.01% | 10.66% | $0.94 |
 RIO.L | 0.01% | 6.06% | $3.41 |
 MED.US | 0.01% | 8.09% | $6.59 |
 MPW | 0.01% | 7.01% | $0.6 |
 TLT | 0.01% | 4.3% | - |
 AES | 0.01% | 5.47% | $0.68 |
 NKE | 0.01% | 2.17% | $1.45 |
 VWO | 0.01% | 2.81% | - |
 BEN | 0.01% | 5.13% | $1.23 |
 TROW | 0.01% | 4.69% | $4.92 |
 ROG.ZU | 0.01% | 3.54% | $9.6 |
 VTRS | 0.01% | 4.61% | $0.48 |
 UVV | 0.01% | 5.93% | $3.21 |
 thomaspj | 0.01% | 0.51% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 SDIV | 0.01% | 10.34% | - |
 HDV | 0% | 3.46% | - |
 HSBC | 0% | 5.01% | $3.03 |
 SMSN.L | 0% | 1.69% | $23.68 |
 HE | 0% | 3.61% | $1.43 |
 DIS | 0% | 0.85% | $0.75 |
 BAS.DE | 0% | 5.12% | $3.4 |
 BBY | 0% | 4.98% | $3.72 |
 BAYN.DE | 0% | 0.39% | $0.11 |
 CCI | 0% | 5.49% | $6.26 |
 UPS | 0% | 7.74% | $6.5 |
 FR.PA | 0% | 4.07% | $0.4 |
 KRO | 0% | 3.26% | $0.76 |
 AEP | 0% | 3.46% | $3.47 |
 FTS | 0% | 3.67% | $1.73 |
 FNF | 0% | 3.32% | $1.89 |
 ABBV | 0% | 3.06% | $6.06 |
 BHP | 0% | 4% | $3.01 |
 GILD | 0% | 2.73% | $3.04 |
 LEG | 0% | 2.02% | $1.43 |
 TGT | 0% | 4.84% | $4.42 |
 CC | 0% | 4.33% | $1 |
 AMGN | 0% | 3.32% | $8.76 |
 TXN | 0% | 2.91% | $5.14 |
 KER.PA | 0% | 2.54% | $14 |
 TM | 0% | 2.71% | $4.64 |
 ASML | 0% | 0.78% | $5.57 |
 EWY | 0% | 1.81% | - |
 MC.PA | 0% | 2.63% | $13 |
 GGAL | 0% | 1.42% | $1.57 |
 HUM | 0% | 1.15% | $3.54 |
 INTC | 0% | 0.51% | $0.5 |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.02% | $0.02 |
 misterg23 | 0% | 0% | - |
 SCCO | 0% | -2.76% | $-3.76 |
 PRX.NV | 0% | -0.38% | $-0.07 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 UI (jaynemesis) | Pay Day | Sep 8, 2025 | $0.80 |
GOOG (MarianoPardo) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Wesl3y) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
SPG | Ex-Dividend | Sep 9, 2025 | $2.15 |
AEP | Pay Day | Sep 10, 2025 | $0.93 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
 MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (jaynemesis) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (MarianoPardo) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (misterg23) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
CC | Pay Day | Sep 12, 2025 | $0.09 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
TROW | Ex-Dividend | Sep 15, 2025 | $1.27 |
LEG | Ex-Dividend | Sep 15, 2025 | $0.05 |
CCI | Ex-Dividend | Sep 15, 2025 | $1.06 |
O | Pay Day | Sep 15, 2025 | $0.27 |
VTRS | Pay Day | Sep 15, 2025 | $0.12 |
GOOG (jaynemesis) | Pay Day | Sep 15, 2025 | $0.21 |
 NEE (jaynemesis) | Pay Day | Sep 15, 2025 | $0.57 |
 VRSK (jaynemesis) | Ex-Dividend | Sep 15, 2025 | $0.45 |
GOOG (MarianoPardo) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (Wesl3y) | Pay Day | Sep 15, 2025 | $0.21 |
UNH (Wesl3y) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 00001.HK (Sergius95) | Ex-Dividend | Sep 15, 2025 | $0.09 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
FNF | Ex-Dividend | Sep 16, 2025 | $0.50 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
0941.HK | Pay Day | Sep 17, 2025 | $0.35 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
BBY | Ex-Dividend | Sep 18, 2025 | $0.95 |
KRO | Pay Day | Sep 18, 2025 | $0.05 |
 SW (jaynemesis) | Pay Day | Sep 18, 2025 | $0.43 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 ENI.MI (Sergius95) | Ex-Dividend | Sep 22, 2025 | $0.31 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
UNH (Wesl3y) | Pay Day | Sep 23, 2025 | $2.21 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
 LUV (MarianoPardo) | Pay Day | Sep 24, 2025 | $0.18 |
ENI.MI (Sergius95) | Pay Day | Sep 24, 2025 | $0.31 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
BHP | Pay Day | Sep 25, 2025 | $1.20 |
 QCOM (MarianoPardo) | Pay Day | Sep 25, 2025 | $0.89 |
 RMV.L (Wesl3y) | Ex-Dividend | Sep 25, 2025 | $0.06 |
00001.HK (Sergius95) | Pay Day | Sep 25, 2025 | $0.09 |
HSBC | Pay Day | Sep 26, 2025 | $0.50 |
HUM | Ex-Dividend | Sep 26, 2025 | $0.88 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
TROW | Pay Day | Sep 29, 2025 | $1.27 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
FNF | Pay Day | Sep 30, 2025 | $0.50 |
BEN | Ex-Dividend | Sep 30, 2025 | $0.32 |
SPG | Pay Day | Sep 30, 2025 | $2.15 |
CCI | Pay Day | Sep 30, 2025 | $1.06 |
 TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Sep 30, 2025 | $0.45 |
 BKNG (MarianoPardo) | Pay Day | Sep 30, 2025 | $9.60 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
NVDA (jaynemesis) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (misterg23) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 GAW.L (jaynemesis) | Pay Day | Oct 3, 2025 | $0.73 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
BBY | Pay Day | Oct 9, 2025 | $0.95 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
 INTU (jaynemesis) | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
BEN | Pay Day | Oct 10, 2025 | $0.32 |
UVV | Ex-Dividend | Oct 10, 2025 | $0.82 |
 0968.HK (jaynemesis) | Pay Day | Oct 10, 2025 | $0.00 |
LEG | Pay Day | Oct 15, 2025 | $0.05 |
INTU (jaynemesis) | Pay Day | Oct 17, 2025 | $1.20 |
RMV.L (Wesl3y) | Pay Day | Oct 24, 2025 | $0.06 |
HUM | Pay Day | Oct 31, 2025 | $0.88 |
UVV | Pay Day | Nov 3, 2025 | $0.82 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (Sergius95) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.7/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
29.34
29.34
-2
0
2
30
30
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
29.34
29.34
-2
0
2
30
30
Omega Ratio
1.77
1.77
0
1
1.5
2.5
2.5
Treynor Ratio
2.77
2.77
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.51
High:
BP.L
159.96BP.LLow:
Z
-313.6ZDetails
PEG Ratio
102.16
High:
T
1,906.16TLow:Z
-558.11ZDetails
Price/Book
3.61
High:
NVDA
41.74NVDALow:
ABBV
-2,055.98ABBVDetails
Price/Sales
2.71
High:
CRSP
120.68CRSPLow:
RKH.L
-RKH.LDetails
Price/CF
12.8
High:
RIOT
107.94RIOTLow:
FR.PA
1FR.PADetails
Price/FCF
34.34
High:
TXN
4,155.74TXNLow:FR.PA
1.89FR.PADetails
P/E Ratio
20.51
High:BP.L
159.96BP.LLow:Z
-313.6ZDetails
PEG Ratio
102.16
High:T
1,906.16TLow:Z
-558.11ZDetails
Price/Book
3.61
High:NVDA
41.74NVDALow:ABBV
-2,055.98ABBVDetails
Price/Sales
2.71
High:CRSP
120.68CRSPLow:RKH.L
-RKH.LDetails
Price/CF
12.8
High:RIOT
107.94RIOTLow:FR.PA
1FR.PADetails
Price/FCF
34.34
High:TXN
4,155.74TXNLow:FR.PA
1.89FR.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.93% | Jan 2018 | - | 93 |
-6.34% | Oct 2017 | Nov 2017 | 1 |