Loading...
+0.21%
Today
+0.49%
This Month
+1.54%
Year To Date
+3.19%
2 Years
-26.51%
5 Years
-7.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash54.71%
- 👥 Copy Trading32.32%
- 🪙 Cryptocurrencies12.66%
- 📊 ETFs1.96%
- 💻 Electronic Technology0.49%
- 🧬 Health Technology0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq14.65%
- 🌍 Digital Currency13.36%
- 🇺🇸 NYSE10.76%
- 🇩🇪 Xetra ETFs1.26%
- 🇩🇰 Copenhagen Stock Exchange1.2%
- 🇨🇭 SIX1.11%
- 🇩🇪 FRA0.88%
- 🇪🇸 Bolsa De Madrid0.8%
- 🇭🇰 Hong Kong Exchanges0.66%
- 🇺🇸 Chicago Board Options Exchange0.63%
- 🇮🇹 Borsa Italiana0.57%
- 🇫🇷 Euronext Paris0.54%
- 🇬🇧 LSE0.49%
- 🇦🇪 Dubai Financial Market0.2%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.04%
- 🇨🇭 Switzerland1.34%
- 🇹🇼 Taiwan1.29%
- 🇩🇰 Denmark1.2%
- 🇮🇪 Ireland1.17%
- 🇩🇪 Germany0.88%
- 🇪🇸 Spain0.8%
- 🇨🇳 China0.77%
- 🇱🇺 Luxembourg0.7%
- 🇮🇹 Italy0.57%
- 🇫🇷 France0.54%
- 🇺🇾 Uruguay0.39%
- 🇯🇵 Japan0.36%
- 🇬🇧 United Kingdom0.32%
- 🇳🇱 Netherlands0.29%
- 🇮🇱 Israel0.27%
- 🇨🇦 Canada0.26%
- 🇸🇪 Sweden0.15%
- 🇳🇴 Norway0.13%
- 🇰🇾 Cayman Islands0.11%
- 🇫🇮 Finland0.07%
- 🇰🇷 South Korea0.05%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.35%
9 out of 22 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $JEPQ (11.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.16% | 1.49% | - |
 jaynemesis | 0.08% | 0.79% | - |
 CPHequities | 0.07% | 0.68% | - |
 JEPQ | 0.01% | 11.28% | - |
 VNQI | 0% | 4.62% | - |
 IQQH.DE | 0% | 2.62% | - |
 TLT | 0% | 4.39% | - |
 KSA | 0% | 3.65% | - |
 AAPL | 0% | 0.5% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 01211.HK (jaynemesis) | Ex-Dividend | Jun 10, 2025 | $0.55 |
 WAB (jaynemesis) | Pay Day | Jun 10, 2025 | $0.25 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (CPHequities) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (jaynemesis) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 AU (CPHequities) | Pay Day | Jun 13, 2025 | $0.12 |
 VRSK (jaynemesis) | Ex-Dividend | Jun 13, 2025 | $0.45 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
META (CPHequities) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (jaynemesis) | Pay Day | Jun 16, 2025 | $0.21 |
 NEE (jaynemesis) | Pay Day | Jun 16, 2025 | $0.57 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
 ECL (jaynemesis) | Ex-Dividend | Jun 17, 2025 | $0.65 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 CRM (jaynemesis) | Ex-Dividend | Jun 18, 2025 | $0.42 |
 SW (jaynemesis) | Pay Day | Jun 18, 2025 | $0.43 |
 BCC (jaynemesis) | Pay Day | Jun 18, 2025 | $0.21 |
 AVGO (CPHequities) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 JNPR (jaynemesis) | Pay Day | Jun 23, 2025 | $0.22 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (CPHequities) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
AVGO (CPHequities) | Pay Day | Jun 30, 2025 | $0.59 |
 TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Jun 30, 2025 | $0.45 |
 MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (CPHequities) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (jaynemesis) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
IBE.MC (jaynemesis) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
CRM (jaynemesis) | Pay Day | Jul 10, 2025 | $0.42 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
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 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.40 |
VNQI | Pay Day | Dec 24, 2025 | $0.00 |
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
-1.27
-1.27
-2
1
2
3
3
Jensen's Alpha
-11.98
-11.98
-12
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-3.5
-3.5
-4
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-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
-1.27
-1.27
-2
1
2
3
3
Jensen's Alpha
-11.98
-11.98
-12
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-3.5
-3.5
-4
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-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
31.82
High:
AAPL
31.82AAPLLow:
ARDX
-16.21ARDXDetails
PEG Ratio
-76.08
High:ARDX
-76.08ARDXLow:ARDX
-76.08ARDXDetails
Price/Book
45.6
High:AAPL
45.61AAPLLow:ARDX
6.04ARDXDetails
Price/Sales
7.67
High:AAPL
7.67AAPLLow:ARDX
2.43ARDXDetails
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
31.82
High:AAPL
31.82AAPLLow:ARDX
-16.21ARDXDetails
PEG Ratio
-76.08
High:ARDX
-76.08ARDXLow:ARDX
-76.08ARDXDetails
Price/Book
45.6
High:AAPL
45.61AAPLLow:ARDX
6.04ARDXDetails
Price/Sales
7.67
High:AAPL
7.67AAPLLow:ARDX
2.43ARDXDetails
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 | - | 44 |