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-5.62%
This Month
+2.51%
Year To Date
+36.08%
2 Years
+78.32%
5 Years
+82.47%
10 Years
+13.5%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.42%
- 👥 Copy Trading21.72%
- 💻 Electronic Technology20.09%
- 🛍️ Retail Trade11.25%
- 💼 Commercial Services6.38%
- 💰 Finance5.87%
- 💇♀️ Consumer Services2.79%
- 🍞 Consumer Non Durables2.14%
- 💵 Cash0.44%
- 🪙 Cryptocurrencies0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq67.8%
- 🇺🇸 NYSE26.26%
- 🇨🇭 SIX1.14%
- 🇬🇧 LSE0.99%
- 🇳🇱 Euronext Amsterdam0.68%
- 🇩🇪 FRA0.44%
- 🇫🇷 Euronext Paris0.4%
- 🇸🇪 Stockholm Stock Exchange0.37%
- 🇩🇰 Copenhagen Stock Exchange0.36%
- 🇦🇪 Dubai Financial Market0.32%
- 🇺🇸 Chicago Board Options Exchange0.26%
- 🇳🇴 Oslo Stock Exchange0.23%
- 🇫🇮 Helsinki Stock Exchange0.11%
- Regular Trading Hours - RTH0.1%
- 🇭🇰 Hong Kong Exchanges0.08%
- 🌍 Digital Currency0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.98%
- 🇹🇼 Taiwan1.97%
- 🇨🇳 China1.79%
- 🇨🇭 Switzerland1.14%
- 🇳🇱 Netherlands1.12%
- 🇨🇦 Canada0.7%
- 🇩🇪 Germany0.44%
- 🇫🇷 France0.4%
- 🇸🇪 Sweden0.37%
- 🇩🇰 Denmark0.36%
- 🇰🇷 South Korea0.33%
- 🇬🇧 United Kingdom0.24%
- 🇳🇴 Norway0.23%
- 🇱🇺 Luxembourg0.12%
- 🇫🇮 Finland0.11%
- 🇧🇷 Brazil0.09%
- 🇮🇱 Israel0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.92%
9 out of 13 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $LTC.US (6.54%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MCD | Pay Day | Jun 16, 2026 | $1.86 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 LTC.US | Ex-Dividend | Jun 22, 2026 | $0.19 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 META | Pay Day | Jun 25, 2026 | $0.53 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
 RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
LTC.US | Pay Day | Jun 30, 2026 | $0.19 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 KO | Pay Day | Jul 1, 2026 | $0.53 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
 BABA | Pay Day | Jul 13, 2026 | $1.05 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-1.18
-1.18
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.87
0.87
0
1
2
3
3
Jensen's Alpha
-1.18
-1.18
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.19
High:
PLTR
159.64PLTRLow:LTC.US
14.01LTC.USDetails
PEG Ratio
161.3
High:META
376.16METALow:LTC.US
49.95LTC.USDetails
Price/Book
12.28
High:
AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
8
High:PLTR
69.73PLTRLow:BABA
2.11BABADetails
Price/CF
19.8
High:PLTR
138.09PLTRLow:META
11.83METADetails
Price/FCF
44.2
High:BABA
1,196.17BABALow:
ADSK
18.41ADSKDetails
P/E Ratio
31.19
High:PLTR
159.64PLTRLow:LTC.US
14.01LTC.USDetails
PEG Ratio
161.3
High:META
376.16METALow:LTC.US
49.95LTC.USDetails
Price/Book
12.28
High:AAPL
42.87AAPLLow:MCD
-150.65MCDDetails
Price/Sales
8
High:PLTR
69.73PLTRLow:BABA
2.11BABADetails
Price/CF
19.8
High:PLTR
138.09PLTRLow:META
11.83METADetails
Price/FCF
44.2
High:BABA
1,196.17BABALow:ADSK
18.41ADSKDetails
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 | May 2026 | 3 |
-8.46% | Aug 2023 | Dec 2023 | 4 |
-5.62% | Jun 2026 | - | 1 |
-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 |