Loading...
+0.03%
Today
+36.74%
This Month
+24.57%
Year To Date
+114.99%
2 Years
+197.05%
5 Years
+20.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology67.2%
- 💰 Finance11.26%
- 🚗 Consumer Durables9.01%
- 🪙 Cryptocurrencies7%
- 🚚 Transportation0.65%
- 👥 Copy Trading0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.49%
- 🇺🇸 Nasdaq13.77%
- 🇬🇧 LSE8.49%
- 🌍 Digital Currency7.02%
- 🇭🇰 Hong Kong Exchanges0.64%
- 🇫🇮 Helsinki Stock Exchange0%
- 🇳🇴 Oslo Stock Exchange-0.01%
- 🇸🇪 Stockholm Stock Exchange-0.01%
- 🇦🇪 Dubai Financial Market-0.01%
- 🇫🇷 Euronext Paris-0.01%
- 🇩🇪 FRA-0.01%
- 🇩🇰 Copenhagen Stock Exchange-0.02%
- 🇺🇸 Chicago Board Options Exchange-0.02%
- 🇨🇭 SIX-0.03%
- 🇪🇸 Bolsa De Madrid-0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.31%
- 🇬🇧 United Kingdom8.49%
- 🇨🇳 China0.64%
- 🇰🇾 Cayman Islands0.01%
- 🇷🇺 Russia0%
- 🇩🇰 Denmark0%
- 🇳🇱 Netherlands0%
- 🇧🇷 Brazil0%
- 🇰🇷 South Korea0%
- 🇫🇮 Finland0%
- 🇱🇺 Luxembourg0%
- 🇮🇱 Israel-0.01%
- 🇳🇴 Norway-0.01%
- 🇸🇪 Sweden-0.01%
- 🇫🇷 France-0.01%
- 🇩🇪 Germany-0.01%
- 🇨🇦 Canada-0.02%
- 🇹🇼 Taiwan-0.02%
- 🇯🇵 Japan-0.02%
- 🇨🇭 Switzerland-0.03%
- 🇪🇸 Spain-0.04%
Dividends
Dividend Yield
0.35%
4 out of 12 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $NWG.L (4.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NWG.L | 0.36% | 4.27% | $0.17 |
 thomaspj | 0.01% | 0.91% | - |
 MrMagoon | 0% | 0.55% | - |
 JeppeKirkBonde | -0.01% | 1.5% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
 WY (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $0.21 |
 0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 B (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $0.10 |
GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSM (MrMagoon) | Ex-Dividend | Jun 12, 2025 | $0.68 |
WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 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 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (MrMagoon) | Pay Day | Jul 10, 2025 | $0.68 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.4/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
10.52
10.52
-2
0
2
11
11
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.21
1.21
0
1
2
3
3
Jensen's Alpha
10.52
10.52
-2
0
2
11
11
Omega Ratio
1.35
1.35
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
168.54
High:
TSLA
192.47TSLALow:
RGTI
-16.93RGTIDetails
PEG Ratio
3.31
High:
COIN
980.42COINLow:
ACHR
-43.98ACHRDetails
Price/Book
9.64
High:RGTI
16.42RGTILow:
NWG.L
1.15NWG.LDetails
Price/Sales
9.33
High:RGTI
388.05RGTILow:ACHR
-ACHRDetails
Price/CF
50.63
High:TSLA
54.2TSLALow:COIN
14.39COINDetails
Price/FCF
116.48
High:
03690.HK
387.8103690.HKLow:COIN
14.39COINDetails
P/E Ratio
168.54
High:TSLA
192.47TSLALow:RGTI
-16.93RGTIDetails
PEG Ratio
3.31
High:COIN
980.42COINLow:ACHR
-43.98ACHRDetails
Price/Book
9.64
High:RGTI
16.42RGTILow:NWG.L
1.15NWG.LDetails
Price/Sales
9.33
High:RGTI
388.05RGTILow:ACHR
-ACHRDetails
Price/CF
50.63
High:TSLA
54.2TSLALow:COIN
14.39COINDetails
Price/FCF
116.48
High:03690.HK
387.8103690.HKLow:COIN
14.39COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.53% | Dec 2021 | Nov 2024 | 35 |
-27.32% | Feb 2018 | Jun 2019 | 16 |
-21.67% | Dec 2024 | May 2025 | 5 |
-19.1% | May 2021 | Oct 2021 | 5 |
-17.82% | Jul 2019 | Jul 2020 | 12 |
-7.8% | Sep 2017 | Oct 2017 | 1 |
-6.93% | Mar 2015 | Nov 2015 | 8 |
-6.37% | Sep 2020 | Nov 2020 | 2 |
-2.78% | Jul 2017 | Aug 2017 | 1 |
-1.85% | Dec 2015 | Oct 2016 | 10 |
-1.82% | Dec 2016 | Mar 2017 | 3 |