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-2.56%
This Month
+6.07%
Year To Date
+6.38%
2 Years
-23.23%
5 Years
-23.23%
10 Years
-6.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.6%
- 👥 Copy Trading35.13%
- 🪙 Cryptocurrencies11.64%
- 📊 ETFs2.03%
- 💻 Electronic Technology0.6%
- 🧬 Health Technology0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq14.14%
- 🌍 Digital Currency12.31%
- 🇺🇸 NYSE11.29%
- 🇨🇭 SIX1.31%
- 🇩🇪 Xetra ETFs1.29%
- 🇬🇧 LSE1%
- 🇩🇪 FRA0.91%
- 🇪🇸 Bolsa De Madrid0.72%
- 🇺🇸 Chicago Board Options Exchange0.66%
- 🇮🇹 Borsa Italiana0.65%
- 🇫🇷 Euronext Paris0.59%
- 🇭🇰 Hong Kong Exchanges0.55%
- 🇩🇰 Copenhagen Stock Exchange0.42%
- 🇦🇪 Dubai Financial Market0.26%
- 🇳🇱 Euronext Amsterdam0.24%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇫🇮 Helsinki Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.08%
- 🇹🇼 Taiwan1.65%
- 🇨🇭 Switzerland1.58%
- 🇮🇪 Ireland1.16%
- 🇩🇪 Germany0.91%
- 🇪🇸 Spain0.72%
- 🇮🇹 Italy0.65%
- 🇱🇺 Luxembourg0.65%
- 🇫🇷 France0.59%
- 🇨🇳 China0.59%
- 🇩🇰 Denmark0.42%
- 🇳🇱 Netherlands0.41%
- 🇨🇦 Canada0.41%
- 🇬🇧 United Kingdom0.36%
- 🇺🇾 Uruguay0.34%
- 🇸🇪 Sweden0.2%
- 🇰🇾 Cayman Islands0.18%
- 🇳🇴 Norway0.14%
- 🇭🇰 Hong Kong0.11%
- 🇫🇮 Finland0.08%
- 🇿🇦 South Africa0.07%
- 🇰🇷 South Korea0.07%
- 🇮🇱 Israel0.06%
- 🇧🇷 Brazil0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.25%
4 out of 22 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.13% | 1.02% | - |
 jaynemesis | 0.08% | 0.69% | - |
 CPHequities | 0.04% | 0.36% | - |
 AAPL | 0% | 0.4% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 CARR (jaynemesis) | Ex-Dividend | Oct 29, 2025 | $0.22 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 MA (CPHequities) | Pay Day | Nov 7, 2025 | $0.76 |
CARR (jaynemesis) | Pay Day | Nov 18, 2025 | $0.22 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (jaynemesis) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
 TT (jaynemesis) | Ex-Dividend | Dec 5, 2025 | $0.94 |
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 |
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
-0.93
-0.93
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.04
-1.04
-2
1
2
3
3
Jensen's Alpha
-10.54
-10.54
-11
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-2.62
-2.62
-3
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
0.28
0.28
0
0.8
1.2
0
2
Sharpe Ratio
-0.93
-0.93
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.04
-1.04
-2
1
2
3
3
Jensen's Alpha
-10.54
-10.54
-11
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-2.62
-2.62
-3
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.96
High:
AAPL
39.95AAPLLow:
ARDX
-22.39ARDXDetails
PEG Ratio
23,480.46
High:AAPL
27,158.4AAPLLow:ARDX
-146.91ARDXDetails
Price/Book
59.29
High:AAPL
59.3AAPLLow:ARDX
9.13ARDXDetails
Price/Sales
9.61
High:AAPL
9.61AAPLLow:ARDX
3.29ARDXDetails
Price/CF
27.69
High:AAPL
27.69AAPLLow:AAPL
27.69AAPLDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
P/E Ratio
39.96
High:AAPL
39.95AAPLLow:ARDX
-22.39ARDXDetails
PEG Ratio
23,480.46
High:AAPL
27,158.4AAPLLow:ARDX
-146.91ARDXDetails
Price/Book
59.29
High:AAPL
59.3AAPLLow:ARDX
9.13ARDXDetails
Price/Sales
9.61
High:AAPL
9.61AAPLLow:ARDX
3.29ARDXDetails
Price/CF
27.69
High:AAPL
27.69AAPLLow:AAPL
27.69AAPLDetails
Price/FCF
37.19
High:AAPL
37.19AAPLLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.19% | Nov 2021 | - | 48 |