Loading...
-0.02%
Today
-0.02%
This Month
+1.28%
Year To Date
+3.73%
2 Years
-26.69%
5 Years
-8.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash68.72%
- 👥 Copy Trading31.04%
- 📊 ETFs2.04%
- 💻 Electronic Technology0.57%
- 🪙 Cryptocurrencies0.33%
- 🧬 Health Technology0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq15.31%
- 🇺🇸 NYSE10.89%
- 🇩🇪 Xetra ETFs1.31%
- 🇨🇭 SIX1.27%
- 🌍 Digital Currency1.05%
- 🇫🇷 Euronext Paris0.66%
- 🇩🇰 Copenhagen Stock Exchange0.61%
- 🇺🇸 Chicago Board Options Exchange0.6%
- 🇪🇸 Bolsa De Madrid0.58%
- 🇮🇹 Borsa Italiana0.53%
- 🇬🇧 LSE0.46%
- 🇩🇪 FRA0.25%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.54%
- 🇨🇭 Switzerland1.56%
- 🇮🇪 Ireland1.37%
- 🇹🇼 Taiwan1.27%
- 🇫🇷 France0.66%
- 🇩🇰 Denmark0.61%
- 🇪🇸 Spain0.58%
- 🇱🇺 Luxembourg0.55%
- 🇮🇹 Italy0.53%
- 🇬🇧 United Kingdom0.52%
- 🇯🇵 Japan0.4%
- 🇳🇱 Netherlands0.28%
- 🇨🇳 China0.25%
- 🇩🇪 Germany0.25%
- 🇺🇾 Uruguay0.23%
- 🇨🇦 Canada0.22%
- 🇮🇱 Israel0.17%
- 🇰🇾 Cayman Islands0.17%
- 🇸🇪 Sweden0.15%
- 🇳🇴 Norway0.13%
- 🇫🇮 Finland0.06%
- 🇧🇷 Brazil0.04%
- 🇰🇷 South Korea0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.29%
9 out of 21 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $VNQI (5.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.13% | 1.24% | - |
 jaynemesis | 0.07% | 0.72% | - |
 CPHequities | 0.07% | 0.72% | - |
 VNQI | 0% | 5.09% | - |
 AAPL | 0% | 0.53% | $0.97 |
 IQQH.DE | 0% | 1.76% | - |
 KSA | 0% | 1.5% | - |
 TLT | 0% | 1.42% | - |
 JEPQ | 0% | 1.21% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Mar 14 | $0.75 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
SW (jaynemesis) | Pay Day | Mar 18 | $0.43 |
TSM (jaynemesis) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (jaynemesis) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 2.5/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
-1.22
-1.22
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.29
-1.29
-2
1
2
3
3
Jensen's Alpha
-12.93
-12.93
-13
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-3.75
-3.75
-4
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
-1.22
-1.22
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.29
-1.29
-2
1
2
3
3
Jensen's Alpha
-12.93
-12.93
-13
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-3.75
-3.75
-4
0.75
1.25
2
2
Information Ratio
-1.25
-1.25
-2
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.19% | Nov 2021 | - | 39 |