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+2.41%
Today
+1.56%
This Month
+8.19%
Year To Date
+77.09%
2 Years
-13.22%
5 Years
-3.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies44.04%
- 👥 Copy Trading23.43%
- 📊 ETFs9.26%
- 💻 Electronic Technology5.92%
- 🧩 Miscellaneous4.38%
- 🖥️ Technology Services4.08%
- 💰 Finance3.71%
- 🛍️ Retail Trade2.38%
- 🧬 Health Technology1.71%
- 🏭 Industrial Services0.72%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency45.47%
- 🇺🇸 Nasdaq23.47%
- 🇺🇸 NYSE16.33%
- 🇩🇪 Xetra ETFs4.38%
- 🇬🇧 LSE4.32%
- 🇩🇰 Copenhagen Stock Exchange1.81%
- 🇳🇱 Euronext Amsterdam0.88%
- 🇫🇷 Euronext Paris0.79%
- 🇩🇪 FRA0.6%
- 🇪🇸 Bolsa De Madrid0.45%
- 🇨🇭 SIX0.24%
- 🇮🇹 Borsa Italiana0.22%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇦🇪 Dubai Financial Market0.07%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.69%
- 🇬🇧 United Kingdom2.36%
- 🇩🇰 Denmark1.81%
- 🇨🇳 China1.66%
- 🇨🇦 Canada1.38%
- 🇳🇱 Netherlands0.99%
- 🇫🇷 France0.79%
- 🇮🇱 Israel0.75%
- 🇩🇪 Germany0.6%
- 🇲🇽 Mexico0.6%
- 🇪🇸 Spain0.45%
- 🇹🇼 Taiwan0.4%
- 🇧🇷 Brazil0.35%
- 🇦🇺 Australia0.27%
- 🇨🇭 Switzerland0.24%
- 🇮🇹 Italy0.22%
- 🇯🇵 Japan0.13%
- 🇮🇪 Ireland0.07%
- 🇸🇬 Singapore0.05%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.05%
- 🇱🇺 Luxembourg0.03%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.74%
19 out of 33 instruments pay dividend.
54 dividend payments in the next 30 days.
Highest Dividend: $PAGP (7.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LoicInv | 0.14% | 3.51% | - |
 Utilities | 0.14% | 3.49% | - |
 EMG.L | 0.12% | 7.36% | $0.13 |
 SPY | 0.06% | 1.29% | - |
 JeppeKirkBonde | 0.06% | 1.49% | - |
 PAGP | 0.05% | 7.48% | $1.17 |
 NOVO-B.CO | 0.04% | 2.32% | $9.4 |
 BitcoinWorldWide | 0.03% | 0.81% | - |
 BAC | 0.02% | 2.32% | $0.96 |
 Magnificent-7 | 0.02% | 0.32% | - |
 BABA | 0.01% | 0.87% | $0.98 |
 AAPL | 0.01% | 0.49% | $0.97 |
 QQQ | 0.01% | 0.58% | - |
 ASML.NV | 0.01% | 0.96% | $6.1 |
 JPM | 0.01% | 2% | $4.4 |
 GOOG | 0% | 0.46% | $0.2 |
 META | 0% | 0.29% | $1 |
 kasperpatrick1 | 0% | 0.08% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (Magnificent-7) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 CME (BitcoinWorldWide) | Ex-Dividend | Jun 9, 2025 | $1.25 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 PEG (Utilities) | Ex-Dividend | Jun 9, 2025 | $0.63 |
 ATO (Utilities) | Pay Day | Jun 9, 2025 | $0.87 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Jun 10, 2025 | $0.40 |
 AEP (Utilities) | Pay Day | Jun 10, 2025 | $0.93 |
 PPL (Utilities) | Ex-Dividend | Jun 10, 2025 | $0.27 |
 AEE (Utilities) | Ex-Dividend | Jun 10, 2025 | $0.71 |
 XOM (LoicInv) | Pay Day | Jun 10, 2025 | $0.99 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Magnificent-7) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Jun 11, 2025 | $1.58 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (kasperpatrick1) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 MSFT (Magnificent-7) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.68 |
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 |
 CNP (Utilities) | Pay Day | Jun 12, 2025 | $0.22 |
TSM (kasperpatrick1) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 FNV (LoicInv) | Ex-Dividend | Jun 12, 2025 | $0.38 |
 IBKR (BitcoinWorldWide) | Pay Day | Jun 13, 2025 | $0.32 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 EXC (Utilities) | Pay Day | Jun 13, 2025 | $0.40 |
 XEL (Utilities) | Ex-Dividend | Jun 13, 2025 | $0.57 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
META (Magnificent-7) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (Magnificent-7) | Pay Day | Jun 16, 2025 | $0.21 |
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 |
 DUK (Utilities) | Pay Day | Jun 16, 2025 | $1.04 |
 NEE (Utilities) | Pay Day | Jun 16, 2025 | $0.57 |
 ED (Utilities) | Pay Day | Jun 16, 2025 | $0.85 |
 UGI (Utilities) | Ex-Dividend | Jun 16, 2025 | $0.38 |
 DTE (Utilities) | Ex-Dividend | Jun 16, 2025 | $1.09 |
 CWEN (Utilities) | Pay Day | Jun 16, 2025 | $0.44 |
B (LoicInv) | Pay Day | Jun 16, 2025 | $0.10 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 VST (Utilities) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 TTE.PA (LoicInv) | Ex-Dividend | Jun 19, 2025 | $0.88 |
 WM (Utilities) | Pay Day | Jun 20, 2025 | $0.82 |
 D (Utilities) | Pay Day | Jun 20, 2025 | $0.67 |
 EVRG (Utilities) | Pay Day | Jun 20, 2025 | $0.67 |
 NEM (LoicInv) | Pay Day | Jun 20, 2025 | $0.25 |
 BLK (BitcoinWorldWide) | Pay Day | Jun 23, 2025 | $5.21 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 23, 2025 | $0.20 |
 SHEL.L (LoicInv) | Pay Day | Jun 23, 2025 | $0.36 |
FIS (BitcoinWorldWide) | Pay Day | Jun 24, 2025 | $0.40 |
CME (BitcoinWorldWide) | Pay Day | Jun 25, 2025 | $1.25 |
SRG.MI (Utilities) | Pay Day | Jun 25, 2025 | $0.20 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (Magnificent-7) | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 SRE (Utilities) | Ex-Dividend | Jun 26, 2025 | $0.64 |
FNV (LoicInv) | Pay Day | Jun 26, 2025 | $0.38 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
 GS (BitcoinWorldWide) | Pay Day | Jun 27, 2025 | $3.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 ELE.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.86 |
 RED.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.63 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Jun 30, 2025 | $0.92 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 PCG (Utilities) | Ex-Dividend | Jun 30, 2025 | $0.02 |
PEG (Utilities) | Pay Day | Jun 30, 2025 | $0.63 |
 ES (Utilities) | Pay Day | Jun 30, 2025 | $0.75 |
AEE (Utilities) | Pay Day | Jun 30, 2025 | $0.71 |
VST (Utilities) | Pay Day | Jun 30, 2025 | $0.22 |
 NTRS (BitcoinWorldWide) | Pay Day | Jul 1, 2025 | $0.75 |
ELE.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.86 |
RED.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.63 |
PPL (Utilities) | Pay Day | Jul 1, 2025 | $0.27 |
UGI (Utilities) | Pay Day | Jul 1, 2025 | $0.38 |
TTE.PA (LoicInv) | Pay Day | Jul 1, 2025 | $0.88 |
 RSG (Utilities) | Ex-Dividend | Jul 2, 2025 | $0.58 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Magnificent-7) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (BitcoinWorldWide) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (kasperpatrick1) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM (BitcoinWorldWide) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (kasperpatrick1) | Pay Day | Jul 10, 2025 | $0.68 |
WTW (BitcoinWorldWide) | Pay Day | Jul 15, 2025 | $0.92 |
PCG (Utilities) | Pay Day | Jul 15, 2025 | $0.02 |
SRE (Utilities) | Pay Day | Jul 15, 2025 | $0.64 |
RSG (Utilities) | Pay Day | Jul 15, 2025 | $0.58 |
DTE (Utilities) | Pay Day | Jul 15, 2025 | $1.09 |
XEL (Utilities) | Pay Day | Jul 20, 2025 | $0.57 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Utilities) | Pay Day | Jul 23, 2025 | $0.28 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2025 | $0.28 |
NI (Utilities) | Pay Day | Aug 20, 2025 | $0.28 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.1/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-8.69
-8.69
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
-0.11
-0.11
-1
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
-0.06
-0.06
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.08
-0.08
-1
1
2
3
3
Jensen's Alpha
-8.69
-8.69
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
-0.11
-0.11
-1
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.47
High:
PLTR
523.62PLTRLow:
MSTR
-16.91MSTRDetails
PEG Ratio
110.49
High:PLTR
634.66PLTRLow:
BABA
20.99BABADetails
Price/Book
10.93
High:PLTR
52.16PLTRLow:
BAC
1.22BACDetails
Price/Sales
7.54
High:MSTR
205.94MSTRLow:
PAGP
0.07PAGPDetails
Price/CF
25.14
High:MSTR
7,511.07MSTRLow:PAGP
1.56PAGPDetails
Price/FCF
38.4
High:MSTR
1,187.5MSTRLow:PAGP
2.37PAGPDetails
P/E Ratio
30.47
High:PLTR
523.62PLTRLow:MSTR
-16.91MSTRDetails
PEG Ratio
110.49
High:PLTR
634.66PLTRLow:BABA
20.99BABADetails
Price/Book
10.93
High:PLTR
52.16PLTRLow:BAC
1.22BACDetails
Price/Sales
7.54
High:MSTR
205.94MSTRLow:PAGP
0.07PAGPDetails
Price/CF
25.14
High:MSTR
7,511.07MSTRLow:PAGP
1.56PAGPDetails
Price/FCF
38.4
High:MSTR
1,187.5MSTRLow:PAGP
2.37PAGPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.84% | Dec 2021 | - | 43 |