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+0.87%
This Month
+16.85%
Year To Date
+42.8%
2 Years
+7.01%
5 Years
+7.01%
10 Years
+1.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.23%
- 💻 Electronic Technology5.41%
- 🛍️ Retail Trade4.89%
- 📊 ETFs3.94%
- 🖥️ Technology Services2.54%
- 💵 Cash2.01%
- 🧪 Process Industries0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.3%
- 🇺🇸 NYSE29.99%
- 🇨🇭 SIX5.12%
- 🇪🇸 Bolsa De Madrid3.73%
- 🇩🇪 FRA3.49%
- 🇺🇸 Chicago Board Options Exchange1.73%
- 🇦🇪 Dubai Financial Market1.53%
- 🇩🇰 Copenhagen Stock Exchange1.43%
- 🇭🇰 Hong Kong Exchanges1.37%
- 🇫🇷 Euronext Paris1.27%
- 🇳🇱 Euronext Amsterdam1.16%
- 🇸🇪 Stockholm Stock Exchange1.02%
- 🇬🇧 LSE0.9%
- 🇳🇴 Oslo Stock Exchange0.88%
- 🇫🇮 Helsinki Stock Exchange0.46%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53%
- 🇹🇼 Taiwan7.98%
- 🇨🇭 Switzerland5.12%
- 🇪🇸 Spain3.73%
- 🇩🇪 Germany3.49%
- 🇨🇦 Canada2.24%
- 🇳🇱 Netherlands1.98%
- 🇨🇳 China1.56%
- 🇩🇰 Denmark1.43%
- 🇫🇷 France1.27%
- 🇸🇪 Sweden1.02%
- 🇳🇴 Norway0.88%
- 🇮🇱 Israel0.66%
- 🇫🇮 Finland0.46%
- 🇱🇺 Luxembourg0.46%
- 🇰🇷 South Korea0.38%
- 🇧🇷 Brazil0.3%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.27%
6 out of 9 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
AAPL (JeppeKirkBonde) | Pay Day | Aug 14, 2025 | $0.26 |
 NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Aug 15, 2025 | $0.58 |
NOVO-B.CO (JeppeKirkBonde) | Pay Day | Aug 19, 2025 | $0.58 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Aug 20, 2025 | $0.70 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 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 |
 D (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $0.67 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $5.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.4/10
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-8.27
-8.27
-9
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Beta
1.35
1.35
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-8.27
-8.27
-9
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.08
0.08
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.03
0.03
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34.94
High:
MSFT
38.27MSFTLow:
LAC
-13,950LACDetails
PEG Ratio
3,615.15
High:
AAPL
23,704.96AAPLLow:LAC
-19,529.99LACDetails
Price/Book
10.55
High:LAC
1,044.94LACLow:
AMZN
7.11AMZNDetails
Price/Sales
6.37
High:MSFT
13.83MSFTLow:LAC
-LACDetails
Price/CF
22.51
High:AAPL
27.69AAPLLow:
TSM
17.12TSMDetails
Price/FCF
73.04
High:AMZN
175.86AMZNLow:AAPL
37.19AAPLDetails
P/E Ratio
34.94
High:MSFT
38.27MSFTLow:LAC
-13,950LACDetails
PEG Ratio
3,615.15
High:AAPL
23,704.96AAPLLow:LAC
-19,529.99LACDetails
Price/Book
10.55
High:LAC
1,044.94LACLow:AMZN
7.11AMZNDetails
Price/Sales
6.37
High:MSFT
13.83MSFTLow:LAC
-LACDetails
Price/CF
22.51
High:AAPL
27.69AAPLLow:TSM
17.12TSMDetails
Price/FCF
73.04
High:AMZN
175.86AMZNLow:AAPL
37.19AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.13% | Nov 2021 | Jun 2025 | 43 |
-7.08% | Sep 2021 | Oct 2021 | 1 |