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+0.02%
This Month
+1.59%
Year To Date
+1.18%
2 Years
-26.47%
5 Years
-26.47%
10 Years
-6.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.74%
- 👥 Copy Trading36.59%
- 🪙 Cryptocurrencies7.84%
- 📊 ETFs1.92%
- 💻 Electronic Technology0.66%
- 🧬 Health Technology0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq15.72%
- 🇺🇸 NYSE12.71%
- 🌍 Digital Currency8.41%
- 🇬🇧 LSE1.96%
- 🇨🇭 SIX1.41%
- 🇩🇪 Xetra ETFs1.15%
- 🇩🇪 FRA0.84%
- 🇪🇸 Bolsa De Madrid0.82%
- 🇮🇹 Borsa Italiana0.68%
- 🇩🇰 Copenhagen Stock Exchange0.68%
- 🇺🇸 Chicago Board Options Exchange0.67%
- 🇫🇷 Euronext Paris0.62%
- 🇭🇰 Hong Kong Exchanges0.34%
- 🇳🇱 Euronext Amsterdam0.3%
- 🇦🇪 Dubai Financial Market0.28%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇫🇮 Helsinki Stock Exchange0.08%
- Regular Trading Hours - RTH0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.03%
- 🇹🇼 Taiwan1.88%
- 🇨🇭 Switzerland1.54%
- 🇮🇪 Ireland1.28%
- 🇩🇪 Germany0.84%
- 🇪🇸 Spain0.82%
- 🇮🇹 Italy0.68%
- 🇩🇰 Denmark0.68%
- 🇫🇷 France0.62%
- 🇱🇺 Luxembourg0.56%
- 🇨🇦 Canada0.55%
- 🇳🇱 Netherlands0.5%
- 🇬🇧 United Kingdom0.46%
- 🇨🇳 China0.38%
- 🇺🇾 Uruguay0.28%
- 🇮🇱 Israel0.26%
- 🇰🇾 Cayman Islands0.24%
- 🇸🇪 Sweden0.23%
- 🇳🇴 Norway0.14%
- 🇭🇰 Hong Kong0.12%
- 🇿🇦 South Africa0.08%
- 🇰🇷 South Korea0.08%
- 🇫🇮 Finland0.08%
- 🇧🇷 Brazil0.06%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.29%
4 out of 22 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.14% | 1% | - |
 jaynemesis | 0.07% | 0.65% | - |
 CPHequities | 0.07% | 0.65% | - |
 AAPL | 0% | 0.37% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (CPHequities) | Pay Day | Dec 9, 2025 | $1.30 |
 MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (CPHequities) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (CPHequities) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (jaynemesis) | Pay Day | Dec 11, 2025 | $0.91 |
 GRMN (jaynemesis) | Ex-Dividend | Dec 12, 2025 | $0.90 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
 VNQI | Pay Day | Dec 24, 2025 | $0.00 |
GRMN (jaynemesis) | Pay Day | Dec 26, 2025 | $0.90 |
 TAN (jaynemesis) | Pay Day | Dec 27, 2025 | $0.00 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (CPHequities) | Pay Day | Dec 30, 2025 | $4.00 |
 TT (jaynemesis) | Pay Day | Dec 31, 2025 | $0.94 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (CPHequities) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.6/10
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
-1.07
-1.07
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.17
-1.17
-2
1
2
3
3
Jensen's Alpha
-11.82
-11.82
-12
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-3.05
-3.05
-4
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
-1.07
-1.07
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.17
-1.17
-2
1
2
3
3
Jensen's Alpha
-11.82
-11.82
-12
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-3.05
-3.05
-4
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.38
High:
AAPL
37.37AAPLLow:
ARDX
-25.24ARDXDetails
PEG Ratio
125.42
High:AAPL
163.55AAPLLow:ARDX
-104.8ARDXDetails
Price/Book
55.84
High:AAPL
55.86AAPLLow:ARDX
9.42ARDXDetails
Price/Sales
9.96
High:AAPL
9.96AAPLLow:ARDX
3.63ARDXDetails
Price/CF
34.06
High:AAPL
34.06AAPLLow:AAPL
34.06AAPLDetails
Price/FCF
45.56
High:AAPL
45.56AAPLLow:AAPL
45.56AAPLDetails
P/E Ratio
37.38
High:AAPL
37.37AAPLLow:ARDX
-25.24ARDXDetails
PEG Ratio
125.42
High:AAPL
163.55AAPLLow:ARDX
-104.8ARDXDetails
Price/Book
55.84
High:AAPL
55.86AAPLLow:ARDX
9.42ARDXDetails
Price/Sales
9.96
High:AAPL
9.96AAPLLow:ARDX
3.63ARDXDetails
Price/CF
34.06
High:AAPL
34.06AAPLLow:AAPL
34.06AAPLDetails
Price/FCF
45.56
High:AAPL
45.56AAPLLow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.19% | Nov 2021 | - | 50 |