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0%
This Month
+2.99%
Year To Date
+44.73%
2 Years
+85.56%
5 Years
+83.34%
10 Years
+13.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.66%
- 👥 Copy Trading19.92%
- 💻 Electronic Technology18.26%
- 🛍️ Retail Trade12.37%
- 💼 Commercial Services6.58%
- 💰 Finance6.06%
- 💇♀️ Consumer Services2.9%
- 🍞 Consumer Non Durables1.97%
- 💵 Cash0.31%
- 🪙 Cryptocurrencies0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.71%
- 🇺🇸 NYSE26.55%
- 🇨🇭 SIX1.07%
- 🇬🇧 LSE0.88%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇩🇪 FRA0.48%
- 🇫🇷 Euronext Paris0.38%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇦🇪 Dubai Financial Market0.33%
- 🇸🇪 Stockholm Stock Exchange0.32%
- 🇺🇸 Chicago Board Options Exchange0.27%
- 🇳🇴 Oslo Stock Exchange0.24%
- 🇪🇸 Bolsa De Madrid0.19%
- 🇫🇮 Helsinki Stock Exchange0.13%
- Regular Trading Hours - RTH0.1%
- 🌍 Digital Currency0.09%
- 🇭🇰 Hong Kong Exchanges0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States89.1%
- 🇨🇳 China2.12%
- 🇹🇼 Taiwan1.82%
- 🇨🇭 Switzerland1.07%
- 🇳🇱 Netherlands0.85%
- 🇨🇦 Canada0.7%
- 🇩🇪 Germany0.48%
- 🇫🇷 France0.38%
- 🇩🇰 Denmark0.35%
- 🇸🇪 Sweden0.32%
- 🇳🇴 Norway0.24%
- 🇬🇧 United Kingdom0.24%
- 🇰🇷 South Korea0.22%
- 🇪🇸 Spain0.19%
- 🇱🇺 Luxembourg0.14%
- 🇫🇮 Finland0.13%
- 🇧🇷 Brazil0.1%
- 🇮🇱 Israel0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.89%
9 out of 13 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $LTC.US (5.84%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
 BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-1.26
-1.26
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-1.26
-1.26
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.36
High:
PLTR
231.34PLTRLow:
LTC.US
16.18LTC.USDetails
PEG Ratio
221.67
High:
ADSK
2,243.65ADSKLow:LTC.US
81.42LTC.USDetails
Price/Book
12.11
High:PLTR
47.39PLTRLow:
MCD
-121.85MCDDetails
Price/Sales
7.55
High:PLTR
84.18PLTRLow:
BABA
2.41BABADetails
Price/CF
22.18
High:PLTR
214.31PLTRLow:LTC.US
12.75LTC.USDetails
Price/FCF
50.89
High:BABA
1,196.17BABALow:ADSK
22.46ADSKDetails
P/E Ratio
32.36
High:PLTR
231.34PLTRLow:LTC.US
16.18LTC.USDetails
PEG Ratio
221.67
High:ADSK
2,243.65ADSKLow:LTC.US
81.42LTC.USDetails
Price/Book
12.11
High:PLTR
47.39PLTRLow:MCD
-121.85MCDDetails
Price/Sales
7.55
High:PLTR
84.18PLTRLow:BABA
2.41BABADetails
Price/CF
22.18
High:PLTR
214.31PLTRLow:LTC.US
12.75LTC.USDetails
Price/FCF
50.89
High:BABA
1,196.17BABALow:ADSK
22.46ADSKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | Jan 2022 | Jul 2023 | 18 |
-11.03% | Feb 2025 | Jul 2025 | 5 |
-10.21% | Feb 2026 | - | 3 |
-8.46% | Aug 2023 | Dec 2023 | 4 |
-4.63% | Sep 2021 | Dec 2021 | 3 |
-3.77% | Apr 2024 | May 2024 | 1 |
-1.04% | Oct 2024 | Nov 2024 | 1 |
-0.4% | Dec 2025 | Jan 2026 | 1 |