Loading...
+0.36%
Today
+0.19%
This Month
-1.8%
Year To Date
+22.63%
2 Years
+41.74%
5 Years
+3.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance53.33%
- 🖥️ Technology Services14.06%
- 🍞 Consumer Non Durables8.87%
- 🪙 Cryptocurrencies7.63%
- 👥 Copy Trading3.55%
- 💻 Electronic Technology3.54%
- 📊 ETFs3.24%
- 💇♀️ Consumer Services1.97%
- 🪨 Non Energy Minerals1.36%
- 💹 Forex0.74%
- ⚡ Utilities0.64%
- 🚗 Consumer Durables0.62%
- ⛏️ Energy Minerals0.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.87%
- 🇺🇸 Nasdaq20.01%
- 🌍 Digital Currency8.25%
- 🇭🇰 Hong Kong Exchanges0.92%
- 🌍 FX0.74%
- 🇺🇸 Chicago Board Options Exchange0.59%
- 🇩🇪 Xetra ETFs0.25%
- 🇨🇭 SIX0.08%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇩🇪 FRA0.06%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇦🇪 Dubai Financial Market0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇬🇧 LSE0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.75%
- 🇨🇭 Switzerland7.68%
- 🇨🇳 China1.54%
- 🇹🇼 Taiwan0.49%
- 🇨🇦 Canada0.48%
- 🇪🇸 Spain0.07%
- 🇩🇪 Germany0.06%
- 🇯🇵 Japan0.05%
- 🇳🇱 Netherlands0.04%
- 🇩🇰 Denmark0.03%
- 🇫🇷 France0.02%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.02%
- 🇱🇺 Luxembourg0.01%
- 🇫🇮 Finland0.01%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.23%
22 out of 41 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $BSV (3.45%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.03% | 2.69% | $1.45 |
 META | 0.03% | 0.37% | $1 |
 EXC | 0.02% | 3.31% | $1.48 |
 JeppeKirkBonde | 0.02% | 1.61% | - |
 ManssonEric | 0.02% | 1.27% | - |
 AXP | 0.01% | 1.1% | $2.6 |
 VOO | 0.01% | 1.36% | - |
 BKNG | 0.01% | 0.73% | $17.5 |
 V | 0.01% | 0.66% | $2.01 |
 BSV | 0.01% | 3.45% | - |
 0700.HK | 0.01% | 0.95% | $3.4 |
 AAPL | 0.01% | 0.48% | $0.97 |
 EQT | 0.01% | 1.23% | $0.62 |
 TSM | 0.01% | 1.26% | $1.74 |
 VUG | 0.01% | 0.52% | - |
 BWXT | 0% | 0.89% | $0.94 |
 IWM | 0% | 1.24% | - |
 RCL | 0% | 0.79% | - |
 MU | 0% | 0.59% | $0.46 |
 KoraTrades | 0% | 0.17% | - |
 CCJ | 0% | 0.25% | $0.09 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (ManssonEric) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 COST (ManssonEric) | Ex-Dividend | May 2, 2025 | $1.30 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
EQT | Ex-Dividend | May 7, 2025 | $0.16 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 DE (ManssonEric) | Pay Day | May 8, 2025 | $1.62 |
AXP | Pay Day | May 9, 2025 | $0.82 |
 WMT (KoraTrades) | Ex-Dividend | May 9, 2025 | $0.24 |
WMT (ManssonEric) | Ex-Dividend | May 9, 2025 | $0.24 |
 MA (ManssonEric) | Pay Day | May 9, 2025 | $0.76 |
 SCHW (ManssonEric) | Ex-Dividend | May 9, 2025 | $0.27 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 MSFT (KoraTrades) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (ManssonEric) | Ex-Dividend | May 15, 2025 | $0.83 |
 PG (ManssonEric) | Pay Day | May 15, 2025 | $1.06 |
 ABBV (ManssonEric) | Pay Day | May 15, 2025 | $1.64 |
 TJX (ManssonEric) | Ex-Dividend | May 15, 2025 | $0.42 |
 MMC (ManssonEric) | Pay Day | May 15, 2025 | $0.82 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
COST (ManssonEric) | Pay Day | May 16, 2025 | $1.30 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 SO (ManssonEric) | Ex-Dividend | May 19, 2025 | $0.72 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
SCHW (ManssonEric) | Pay Day | May 23, 2025 | $0.27 |
WMT (KoraTrades) | Pay Day | May 27, 2025 | $0.24 |
WMT (ManssonEric) | Pay Day | May 27, 2025 | $0.24 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
 TMUS (ManssonEric) | Ex-Dividend | May 30, 2025 | $0.88 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
EQT | Pay Day | Jun 2, 2025 | $0.16 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 CI (ManssonEric) | Ex-Dividend | Jun 3, 2025 | $1.51 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
TJX (ManssonEric) | Pay Day | Jun 5, 2025 | $0.42 |
SO (ManssonEric) | Pay Day | Jun 6, 2025 | $0.72 |
 GOOG (KoraTrades) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (ManssonEric) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ELV (ManssonEric) | Ex-Dividend | Jun 10, 2025 | $1.71 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (KoraTrades) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (ManssonEric) | Pay Day | Jun 12, 2025 | $0.83 |
TMUS (ManssonEric) | Pay Day | Jun 12, 2025 | $0.88 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 ADP (ManssonEric) | Ex-Dividend | Jun 13, 2025 | $1.54 |
GOOG (KoraTrades) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (ManssonEric) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
CI (ManssonEric) | Pay Day | Jun 18, 2025 | $1.51 |
ELV (ManssonEric) | Pay Day | Jun 25, 2025 | $1.71 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
VUG | Pay Day | Jul 1, 2025 | $0.00 |
ADP (ManssonEric) | Pay Day | Jul 1, 2025 | $1.54 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 3.2/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-2.66
-2.66
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.26
0.26
0
1
2
3
3
Jensen's Alpha
-2.66
-2.66
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.07
High:
CCJ
159.86CCJLow:
UEC
-34.17UECDetails
PEG Ratio
66.72
High:
EXC
379.57EXCLow:
MU
11.31MUDetails
Price/Book
2.31
High:
AAPL
47.35AAPLLow:
BKNG
-40.08BKNGDetails
Price/Sales
3.77
High:UEC
34.32UECLow:
LI
1.29LIDetails
Price/CF
27.92
High:
NVDA
54.98NVDALow:EXC
6.79EXCDetails
Price/FCF
60.73
High:MU
1,171.75MULow:EXC
10.54EXCDetails
P/E Ratio
15.07
High:CCJ
159.86CCJLow:UEC
-34.17UECDetails
PEG Ratio
66.72
High:EXC
379.57EXCLow:MU
11.31MUDetails
Price/Book
2.31
High:AAPL
47.35AAPLLow:BKNG
-40.08BKNGDetails
Price/Sales
3.77
High:UEC
34.32UECLow:LI
1.29LIDetails
Price/CF
27.92
High:NVDA
54.98NVDALow:EXC
6.79EXCDetails
Price/FCF
60.73
High:MU
1,171.75MULow:EXC
10.54EXCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.46% | Nov 2021 | - | 42 |
-38.29% | May 2018 | Oct 2019 | 17 |
-28.75% | Dec 2019 | Jul 2020 | 7 |
-11.19% | Mar 2018 | Apr 2018 | 1 |
-6.46% | Sep 2020 | Jan 2021 | 4 |
-3.37% | May 2021 | Aug 2021 | 3 |
-0.97% | Feb 2021 | Mar 2021 | 1 |