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-0.02%
Today
-0.02%
This Month
+6.7%
Year To Date
+60.01%
2 Years
+16.55%
5 Years
+3.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.87%
- 💻 Electronic Technology15.21%
- 🛍️ Retail Trade11.89%
- 🖥️ Technology Services10.18%
- 🛠️ Producer Manufacturing8.47%
- 📊 ETFs7.74%
- 💇♀️ Consumer Services5.96%
- 🧬 Health Technology4.68%
- 💵 Cash3.22%
- 🚗 Consumer Durables2.31%
- 🧪 Process Industries0.72%
- 🪙 Cryptocurrencies0.35%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.48%
- 🇺🇸 NYSE30.89%
- 🇫🇷 Euronext Paris10.63%
- 🇩🇪 FRA3.44%
- 🇨🇭 SIX0.68%
- 🇪🇸 Bolsa De Madrid0.46%
- 🌍 Digital Currency0.45%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇬🇧 LSE0.11%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.72%
- 🇫🇷 France10.63%
- 🇳🇱 Netherlands6.47%
- 🇹🇼 Taiwan5.71%
- 🇨🇳 China4.1%
- 🇩🇪 Germany3.44%
- 🇨🇭 Switzerland1.52%
- 🇪🇸 Spain0.46%
- 🇯🇵 Japan0.27%
- 🇨🇦 Canada0.2%
- 🇩🇰 Denmark0.17%
- 🇸🇪 Sweden0.14%
- 🇮🇪 Ireland0.14%
- 🇳🇴 Norway0.12%
- 🇱🇺 Luxembourg0.07%
- 🇫🇮 Finland0.05%
- 🇧🇷 Brazil0.04%
- 🇰🇷 South Korea0.04%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.95%
17 out of 31 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NEX.PA | 0.21% | 2.45% | $2.3 |
 VOW3.DE | 0.14% | 9.21% | $9.06 |
 JeppeKirkBonde | 0.12% | 1.24% | - |
 MCD | 0.08% | 2.35% | $6.53 |
 ReturnInvest | 0.07% | 0.45% | - |
 IEUR | 0.05% | 2.5% | - |
 ASML | 0.05% | 0.77% | $5.57 |
 TSM | 0.05% | 0.93% | $1.74 |
 VTRS | 0.05% | 4.26% | $0.48 |
 mcheisenberg7 | 0.03% | 0.87% | - |
 DIS | 0.02% | 0.88% | $0.75 |
 MU | 0.02% | 0.5% | $0.46 |
 BABA | 0.02% | 0.99% | $0.98 |
 GOOG | 0.01% | 0.29% | $0.2 |
 JD.US | 0.01% | 1.82% | $0.74 |
 BAYN.DE | 0.01% | 0.51% | $0.11 |
 DIM.PA | 0.01% | 0.31% | $0.69 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 COST (mcheisenberg7) | Ex-Dividend | Feb 7 | $1.16 |
 AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (mcheisenberg7) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 CTAS (mcheisenberg7) | Ex-Dividend | Feb 14 | $0.39 |
 MSFT (ReturnInvest) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
COST (mcheisenberg7) | Pay Day | Feb 21 | $1.16 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 FAST (mcheisenberg7) | Pay Day | Feb 28 | $0.43 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (mcheisenberg7) | Pay Day | Mar 3 | $0.59 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT (ReturnInvest) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
CTAS (mcheisenberg7) | Pay Day | Mar 14 | $0.39 |
 GRMN (mcheisenberg7) | Ex-Dividend | Mar 14 | $0.75 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GRMN (mcheisenberg7) | Pay Day | Mar 28 | $0.75 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS (ReturnInvest) | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
DIS (ReturnInvest) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-9.19
-9.19
-10
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-9.19
-9.19
-10
0
2
4.5
4.5
Omega Ratio
0.52
0.52
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.06% | Jul 2021 | Jan 2025 | 42 |
-1.65% | May 2021 | Jun 2021 | 1 |
-1.56% | Feb 2021 | Apr 2021 | 2 |