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-0.02%
Today
+5.53%
This Month
+6.72%
Year To Date
+5.02%
2 Years
-22.76%
5 Years
-6.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.7%
- 👥 Copy Trading32.5%
- 🪙 Cryptocurrencies14.86%
- 📊 ETFs2.01%
- 💻 Electronic Technology0.49%
- 🧬 Health Technology0.08%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency15.6%
- 🇺🇸 Nasdaq14.07%
- 🇺🇸 NYSE10.68%
- 🇩🇪 Xetra ETFs1.32%
- 🇨🇭 SIX1.25%
- 🇩🇰 Copenhagen Stock Exchange1.09%
- 🇩🇪 FRA0.92%
- 🇪🇸 Bolsa De Madrid0.74%
- 🇬🇧 LSE0.73%
- 🇫🇷 Euronext Paris0.66%
- 🇭🇰 Hong Kong Exchanges0.65%
- 🇺🇸 Chicago Board Options Exchange0.64%
- 🇮🇹 Borsa Italiana0.57%
- 🇦🇪 Dubai Financial Market0.22%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.59%
- 🇨🇭 Switzerland1.49%
- 🇹🇼 Taiwan1.36%
- 🇮🇪 Ireland1.21%
- 🇩🇰 Denmark1.09%
- 🇩🇪 Germany0.92%
- 🇨🇳 China0.77%
- 🇪🇸 Spain0.74%
- 🇫🇷 France0.66%
- 🇱🇺 Luxembourg0.64%
- 🇮🇹 Italy0.57%
- 🇬🇧 United Kingdom0.56%
- 🇺🇾 Uruguay0.38%
- 🇳🇱 Netherlands0.28%
- 🇨🇦 Canada0.27%
- 🇮🇱 Israel0.24%
- 🇸🇪 Sweden0.14%
- 🇰🇾 Cayman Islands0.14%
- 🇳🇴 Norway0.12%
- 🇿🇦 South Africa0.1%
- 🇫🇮 Finland0.07%
- 🇰🇷 South Korea0.05%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.35%
9 out of 22 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.16% | 1.41% | - |
 jaynemesis | 0.08% | 0.79% | - |
 CPHequities | 0.08% | 0.76% | - |
 JEPQ | 0.01% | 11.23% | - |
 VNQI | 0% | 4.43% | - |
 IQQH.DE | 0% | 2.62% | - |
 TLT | 0% | 4.3% | - |
 KSA | 0% | 3.7% | - |
 AAPL | 0% | 0.47% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Jul 28, 2025 | $1.87 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.87 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 MA (CPHequities) | Pay Day | Aug 8, 2025 | $0.76 |
 LNG (CPHequities) | Ex-Dividend | Aug 8, 2025 | $0.50 |
 CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
LNG (CPHequities) | Pay Day | Aug 18, 2025 | $0.50 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Aug 20, 2025 | $0.70 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Sep 3, 2025 | $0.70 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
VNQI | Pay Day | Dec 24, 2025 | $2.04 |
Performance Metrics
Score 2.5/10
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
-1.18
-1.18
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.26
-1.26
-2
1
2
3
3
Jensen's Alpha
-12.07
-12.07
-13
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-3.46
-3.46
-4
0.75
1.25
2
2
Information Ratio
-1.19
-1.19
-2
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
-1.18
-1.18
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.26
-1.26
-2
1
2
3
3
Jensen's Alpha
-12.07
-12.07
-13
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-3.46
-3.46
-4
0.75
1.25
2
2
Information Ratio
-1.19
-1.19
-2
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.42
High:
AAPL
33.42AAPLLow:
ARDX
-19.34ARDXDetails
PEG Ratio
-90.77
High:ARDX
-90.77ARDXLow:ARDX
-90.77ARDXDetails
Price/Book
47.88
High:AAPL
47.9AAPLLow:ARDX
7.21ARDXDetails
Price/Sales
8.05
High:AAPL
8.05AAPLLow:ARDX
2.9ARDXDetails
Price/CF
29.95
High:AAPL
29.95AAPLLow:AAPL
29.95AAPLDetails
Price/FCF
39.44
High:AAPL
39.44AAPLLow:AAPL
39.44AAPLDetails
P/E Ratio
33.42
High:AAPL
33.42AAPLLow:ARDX
-19.34ARDXDetails
PEG Ratio
-90.77
High:ARDX
-90.77ARDXLow:ARDX
-90.77ARDXDetails
Price/Book
47.88
High:AAPL
47.9AAPLLow:ARDX
7.21ARDXDetails
Price/Sales
8.05
High:AAPL
8.05AAPLLow:ARDX
2.9ARDXDetails
Price/CF
29.95
High:AAPL
29.95AAPLLow:AAPL
29.95AAPLDetails
Price/FCF
39.44
High:AAPL
39.44AAPLLow:AAPL
39.44AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.19% | Nov 2021 | - | 45 |