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+0%
Today
+2.94%
This Month
+69.13%
Year To Date
+108.2%
2 Years
+283.35%
5 Years
+12.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash71%
- 🧬 Health Technology24.39%
- 📊 ETFs1.96%
- 💻 Electronic Technology1.79%
- 💰 Finance0.81%
- 🚗 Consumer Durables0.36%
- 👥 Copy Trading0.36%
- 🛍️ Retail Trade0.25%
- 🖥️ Technology Services0.05%
- 🚚 Transportation0.03%
- 🪙 Cryptocurrencies0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.61%
- 🇺🇸 NYSE2.44%
- 🇨🇭 SIX0.82%
- 🌍 Digital Currency0.04%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇷 Euronext Paris0.02%
- 🇩🇪 FRA0.01%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇬🇧 LSE0.01%
- 🇺🇸 Chicago Board Options Exchange0%
- 🇦🇺 Sydney0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇦🇪 Dubai Financial Market0%
- 🇭🇰 Hong Kong Exchanges0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇫🇮 Helsinki Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.68%
- 🇨🇭 Switzerland0.82%
- 🇨🇳 China0.36%
- 🇳🇴 Norway0.04%
- 🇬🇧 United Kingdom0.03%
- 🇫🇷 France0.02%
- 🇹🇼 Taiwan0.01%
- 🇩🇪 Germany0.01%
- 🇪🇸 Spain0.01%
- 🇧🇷 Brazil0.01%
- 🇨🇦 Canada0.01%
- 🇩🇰 Denmark0%
- 🇸🇪 Sweden0%
- 🇸🇬 Singapore0%
- 🇳🇱 Netherlands0%
- 🇦🇺 Australia0%
- 🇮🇱 Israel0%
- 🇱🇺 Luxembourg0%
- 🇫🇮 Finland0%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.08%
5 out of 20 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (5.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SOXL | 0.04% | 2.17% | - |
 PGHN.ZU | 0.03% | 3.74% | $39 |
 Chrisfisch | 0.01% | 3.57% | - |
 JeppeKirkBonde | 0% | 1.4% | - |
 NAS.OL | 0% | 5.11% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (JeppeKirkBonde) | Pay Day | Jul 22, 2025 | $0.12 |
 RI.PA (Chrisfisch) | Ex-Dividend | Jul 23, 2025 | $2.67 |
 PFE (Chrisfisch) | Ex-Dividend | Jul 25, 2025 | $0.43 |
RI.PA (Chrisfisch) | Pay Day | Jul 25, 2025 | $2.67 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 O (Chrisfisch) | Ex-Dividend | Aug 1, 2025 | $0.27 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
O (Chrisfisch) | Pay Day | Aug 15, 2025 | $0.27 |
 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 |
PFE (Chrisfisch) | Pay Day | Sep 2, 2025 | $0.43 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (Chrisfisch) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
 PBR (Chrisfisch) | Pay Day | Sep 29, 2025 | $0.11 |
KO (Chrisfisch) | Pay Day | Oct 1, 2025 | $0.51 |
 TTE.PA (Chrisfisch) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (Chrisfisch) | Pay Day | Oct 3, 2025 | $0.97 |
 BTI (Chrisfisch) | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
BTI (Chrisfisch) | Pay Day | Nov 13, 2025 | $0.75 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.4/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
3.53
3.53
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
3.53
3.53
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-31.78
High:
GTM
84.84GTMLow:
LTRX
-15LTRXDetails
PEG Ratio
-41.64
High:
ORLY
1,033.46ORLYLow:
CLDX
-161.39CLDXDetails
Price/Book
6.18
High:
PGHN.ZU
12.04PGHN.ZULow:
NIO
-168.98NIODetails
Price/Sales
7.55
High:
RNA
488.73RNALow:
SGMT
-SGMTDetails
Price/CF
30.21
High:PGHN.ZU
35.25PGHN.ZULow:
NAS.OL
2.13NAS.OLDetails
Price/FCF
71.89
High:PGHN.ZU
190.68PGHN.ZULow:
FOSL
2.52FOSLDetails
P/E Ratio
-31.78
High:GTM
84.84GTMLow:LTRX
-15LTRXDetails
PEG Ratio
-41.64
High:ORLY
1,033.46ORLYLow:CLDX
-161.39CLDXDetails
Price/Book
6.18
High:PGHN.ZU
12.04PGHN.ZULow:NIO
-168.98NIODetails
Price/Sales
7.55
High:RNA
488.73RNALow:SGMT
-SGMTDetails
Price/CF
30.21
High:PGHN.ZU
35.25PGHN.ZULow:NAS.OL
2.13NAS.OLDetails
Price/FCF
71.89
High:PGHN.ZU
190.68PGHN.ZULow:FOSL
2.52FOSLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.05% | Apr 2024 | May 2025 | 13 |
-43.65% | May 2021 | Mar 2024 | 34 |
-7.53% | Apr 2020 | Nov 2020 | 7 |
-0.63% | Dec 2020 | Jan 2021 | 1 |