Loading...
+0%
Today
+14.5%
This Month
-7.57%
Year To Date
+29.36%
2 Years
+111.52%
5 Years
-0.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology97.24%
- 📊 ETFs1.19%
- 👥 Copy Trading0.51%
- 🚚 Transportation0.25%
- 🪙 Cryptocurrencies0.22%
- 💻 Electronic Technology0.2%
- 💵 Cash0.13%
- 🖥️ Technology Services0.09%
- 🚗 Consumer Durables0.07%
- 🛠️ Producer Manufacturing0.04%
- 💰 Finance0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq97.73%
- 🇺🇸 NYSE1.35%
- 🌍 Digital Currency0.26%
- 🇳🇴 Oslo Stock Exchange0.24%
- 🇨🇭 SIX0.04%
- 🇩🇪 FRA0.02%
- 🇬🇧 LSE0.02%
- 🇪🇸 Bolsa De Madrid0.01%
- 🇫🇷 Euronext Paris0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇦🇪 Dubai Financial Market0%
- 🇮🇹 Borsa Italiana0%
- 🇫🇮 Helsinki Stock Exchange0%
- 🌍 CFD0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States97.74%
- 🇳🇴 Norway0.24%
- 🇨🇳 China0.06%
- 🇨🇭 Switzerland0.04%
- 🇮🇱 Israel0.04%
- 🇩🇪 Germany0.02%
- 🇪🇸 Spain0.01%
- 🇹🇼 Taiwan0.01%
- 🇫🇷 France0.01%
- 🇬🇧 United Kingdom0.01%
- 🇯🇵 Japan0.01%
- 🇳🇱 Netherlands0.01%
- 🇨🇦 Canada0.01%
- 🇩🇰 Denmark0.01%
- 🇸🇪 Sweden0.01%
- 🇰🇷 South Korea0%
- 🇮🇹 Italy0%
- 🇱🇺 Luxembourg0%
- 🇨🇴 Colombia0%
- 🇫🇮 Finland0%
- 🇵🇷 Puerto Rico0%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.03%
4 out of 26 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $PGHN.ZU (3.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SOXL | 0.03% | 2.21% | - |
 JeppeKirkBonde | 0% | 1.61% | - |
 TodaysMenu | 0% | 0.61% | - |
 PGHN.ZU | 0% | 3.87% | $39 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
MC.PA (TodaysMenu) | Pay Day | Apr 28, 2025 | $8.54 |
ASML (TodaysMenu) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 AES (TodaysMenu) | Ex-Dividend | May 1, 2025 | $0.18 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
ASML (TodaysMenu) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 FINV (TodaysMenu) | Pay Day | May 7, 2025 | $0.28 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 EVO.ST (TodaysMenu) | Ex-Dividend | May 12, 2025 | $3.06 |
 ST (TodaysMenu) | Ex-Dividend | May 14, 2025 | $0.12 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
AES (TodaysMenu) | Pay Day | May 15, 2025 | $0.18 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 BRE.MI (TodaysMenu) | Ex-Dividend | May 19, 2025 | $0.33 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
EVO.ST (TodaysMenu) | Pay Day | May 20, 2025 | $3.06 |
 HO.PA (TodaysMenu) | Ex-Dividend | May 20, 2025 | $3.00 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
HAS (TodaysMenu) | Ex-Dividend | May 21, 2025 | $0.70 |
BRE.MI (TodaysMenu) | Pay Day | May 21, 2025 | $0.33 |
 AMAT (TodaysMenu) | Ex-Dividend | May 22, 2025 | $0.46 |
HO.PA (TodaysMenu) | Pay Day | May 22, 2025 | $3.00 |
 DSY.PA (TodaysMenu) | Ex-Dividend | May 26, 2025 | $0.28 |
ST (TodaysMenu) | Pay Day | May 28, 2025 | $0.12 |
DSY.PA (TodaysMenu) | Pay Day | May 28, 2025 | $0.28 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
HAS (TodaysMenu) | Pay Day | Jun 4, 2025 | $0.70 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
AMAT (TodaysMenu) | Pay Day | Jun 12, 2025 | $0.46 |
 LDO.MI (TodaysMenu) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (TodaysMenu) | Pay Day | Jun 25, 2025 | $0.56 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-7.97
-7.97
-8
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-7.97
-7.97
-8
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-4.53
High:
ZI
104.18ZILow:
ASUR
-21.68ASURDetails
PEG Ratio
-6.69
High:
PGHN.ZU
205.62PGHN.ZULow:
PCVX
-114.82PCVXDetails
Price/Book
2.23
High:PGHN.ZU
11.64PGHN.ZULow:
FOSL
0.32FOSLDetails
Price/Sales
8.78
High:
TSHA
44.76TSHALow:
SGMT
-SGMTDetails
Price/CF
11.14
High:
SEDG
103.23SEDGLow:
NAS.OL
1.59NAS.OLDetails
Price/FCF
13.34
High:SEDG
476.9SEDGLow:NAS.OL
1.95NAS.OLDetails
P/E Ratio
-4.53
High:ZI
104.18ZILow:ASUR
-21.68ASURDetails
PEG Ratio
-6.69
High:PGHN.ZU
205.62PGHN.ZULow:PCVX
-114.82PCVXDetails
Price/Book
2.23
High:PGHN.ZU
11.64PGHN.ZULow:FOSL
0.32FOSLDetails
Price/Sales
8.78
High:TSHA
44.76TSHALow:SGMT
-SGMTDetails
Price/CF
11.14
High:SEDG
103.23SEDGLow:NAS.OL
1.59NAS.OLDetails
Price/FCF
13.34
High:SEDG
476.9SEDGLow:NAS.OL
1.95NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.05% | Apr 2024 | - | 13 |
-43.65% | May 2021 | Mar 2024 | 34 |
-7.53% | Apr 2020 | Nov 2020 | 7 |
-0.63% | Dec 2020 | Jan 2021 | 1 |