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-0.38%
Today
+7.96%
This Month
+11.53%
Year To Date
+76.41%
2 Years
+143.2%
5 Years
+9.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology18.91%
- 👥 Copy Trading18.58%
- 💵 Cash16.5%
- 🖥️ Technology Services9.14%
- 📈 Indexes8.99%
- 💰 Finance7.38%
- 🛠️ Producer Manufacturing4.21%
- 🪙 Cryptocurrencies3.74%
- 🍞 Consumer Non Durables3.3%
- 🧬 Health Technology2.22%
- ⚡ Utilities2.12%
- 🛍️ Retail Trade1.54%
- 🚗 Consumer Durables0.52%
- 💇♀️ Consumer Services0.28%
- 🚚 Transportation0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.75%
- 🇺🇸 NYSE17.7%
- 🇫🇷 Euronext Paris9.36%
- 🌍 CFD8.99%
- 🌍 Digital Currency4.89%
- 🇭🇰 Hong Kong Exchanges2.62%
- 🇩🇪 FRA2.58%
- 🇳🇱 Euronext Amsterdam2.03%
- 🇬🇧 LSE0.77%
- 🇨🇭 SIX0.5%
- 🇺🇸 Chicago Board Options Exchange0.42%
- 🇪🇸 Bolsa De Madrid0.34%
- 🇸🇪 Stockholm Stock Exchange0.33%
- 🇩🇰 Copenhagen Stock Exchange0.24%
- 🇮🇹 Borsa Italiana0.13%
- 🇦🇺 Sydney0.1%
- 🇦🇪 Dubai Financial Market0.09%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.43%
- 🇫🇷 France9.36%
- 🇨🇳 China3.85%
- 🇩🇪 Germany2.58%
- 🇳🇱 Netherlands2.16%
- 🇹🇼 Taiwan1.87%
- 🇮🇱 Israel0.89%
- 🇨🇭 Switzerland0.63%
- 🇮🇪 Ireland0.44%
- 🇬🇧 United Kingdom0.41%
- 🇪🇸 Spain0.34%
- 🇸🇪 Sweden0.33%
- 🇱🇺 Luxembourg0.32%
- 🇩🇰 Denmark0.24%
- 🇨🇦 Canada0.21%
- 🇧🇲 Bermuda0.16%
- 🇺🇾 Uruguay0.16%
- 🇯🇵 Japan0.16%
- 🇮🇹 Italy0.13%
- 🇦🇺 Australia0.1%
- 🇳🇴 Norway0.05%
- 🇧🇷 Brazil0.05%
- 🇫🇮 Finland0.03%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.66%
30 out of 41 instruments pay dividend.
40 dividend payments in the next 30 days.
Highest Dividend: $AGNC (15.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.44% | 15.92% | $1.44 |
 IBM | 0.2% | 2.56% | $6.65 |
 ENGI.PA | 0.17% | 7.8% | $1.43 |
 GLPI | 0.16% | 6.63% | $2.98 |
 adams302 | 0.11% | 5.71% | - |
 JeppeKirkBonde | 0.07% | 1.52% | - |
 HO.PA | 0.06% | 1.36% | $3.4 |
 KO | 0.05% | 2.8% | $1.89 |
 EQIX | 0.05% | 2.04% | $16.19 |
 SIE.DE | 0.04% | 2.38% | $4.7 |
 GILD | 0.04% | 2.91% | $3.04 |
 MC.PA | 0.04% | 2.69% | $13 |
 jaynemesis | 0.04% | 0.82% | - |
 SAN.PA | 0.04% | 4.25% | $3.76 |
 AlexandruCinca | 0.03% | 0.51% | - |
 01211.HK | 0.02% | 1.07% | $3.41 |
 VOW3.DE | 0.02% | 6.58% | $9.06 |
 ASML.NV | 0.02% | 0.97% | $6.1 |
 TSM | 0.02% | 1.12% | $1.74 |
 INTC | 0.02% | 2.43% | $0.5 |
 MSFT | 0.01% | 0.71% | $3 |
 AI-Revolution | 0.01% | 0.24% | - |
 BABA | 0.01% | 0.88% | $0.98 |
 AAPL | 0.01% | 0.5% | $0.97 |
 MRVL | 0% | 0.37% | $0.24 |
 DIS | 0% | 0.9% | $0.75 |
 NVDA | 0% | 0.03% | $0.02 |
 NIBEB.ST | 0% | 0.73% | $0.65 |
 SCCO | 0% | -2.87% | $-3.76 |
 GEV | 0% | -0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AGNC | Ex-Dividend | May 30, 2025 | $0.12 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
 WY (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $0.21 |
 0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 B (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $0.10 |
 KHC (AlexandruCinca) | Ex-Dividend | May 30, 2025 | $0.40 |
 TNK (adams302) | Pay Day | May 30, 2025 | $0.25 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $2.31 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 V (AlexandruCinca) | Pay Day | Jun 2, 2025 | $0.59 |
 NEE (AlexandruCinca) | Ex-Dividend | Jun 2, 2025 | $0.57 |
 QFIN (AlexandruCinca) | Pay Day | Jun 2, 2025 | $0.70 |
V (jaynemesis) | Pay Day | Jun 2, 2025 | $0.59 |
NEE (jaynemesis) | Ex-Dividend | Jun 2, 2025 | $0.57 |
 JNPR (jaynemesis) | Ex-Dividend | Jun 2, 2025 | $0.22 |
 BCC (jaynemesis) | Ex-Dividend | Jun 2, 2025 | $0.21 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 WDC (AlexandruCinca) | Ex-Dividend | Jun 4, 2025 | $0.10 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 TTEK (jaynemesis) | Pay Day | Jun 5, 2025 | $0.06 |
 TT (jaynemesis) | Ex-Dividend | Jun 6, 2025 | $0.94 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (AlexandruCinca) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
AGNC | Pay Day | Jun 10, 2025 | $0.12 |
 WAB (jaynemesis) | Pay Day | Jun 10, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AlexandruCinca) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AlexandruCinca) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (adams302) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
GLPI | Ex-Dividend | Jun 13, 2025 | $0.78 |
WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 PFE (AlexandruCinca) | Pay Day | Jun 13, 2025 | $0.43 |
 VRSK (jaynemesis) | Ex-Dividend | Jun 13, 2025 | $0.45 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (AlexandruCinca) | Pay Day | Jun 16, 2025 | $0.21 |
NEE (AlexandruCinca) | Pay Day | Jun 16, 2025 | $0.57 |
 GRMN (AlexandruCinca) | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOG (jaynemesis) | Pay Day | Jun 16, 2025 | $0.21 |
NEE (jaynemesis) | Pay Day | Jun 16, 2025 | $0.57 |
GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 ECL (jaynemesis) | Ex-Dividend | Jun 17, 2025 | $0.65 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
WDC (AlexandruCinca) | Pay Day | Jun 18, 2025 | $0.10 |
 SW (jaynemesis) | Pay Day | Jun 18, 2025 | $0.43 |
BCC (jaynemesis) | Pay Day | Jun 18, 2025 | $0.21 |
 HSBC (adams302) | Pay Day | Jun 20, 2025 | $0.50 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
JNPR (jaynemesis) | Pay Day | Jun 23, 2025 | $0.22 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GLPI | Pay Day | Jun 27, 2025 | $0.78 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GRMN (AlexandruCinca) | Pay Day | Jun 27, 2025 | $0.90 |
KHC (AlexandruCinca) | Pay Day | Jun 27, 2025 | $0.40 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Jun 30, 2025 | $0.45 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
IBE.MC (jaynemesis) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 PLUS.L (adams302) | Pay Day | Jul 9, 2025 | $0.40 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (AlexandruCinca) | Pay Day | Jul 10, 2025 | $0.95 |
 GSK.L (AlexandruCinca) | Pay Day | Jul 10, 2025 | $0.21 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
BABA (adams302) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 EEM (AlexandruCinca) | Pay Day | Dec 20, 2025 | $0.00 |
 EFA (AlexandruCinca) | Pay Day | Dec 20, 2025 | $0.00 |
 EWZ (AlexandruCinca) | Pay Day | Dec 20, 2025 | $1.09 |
 EWW (AlexandruCinca) | Pay Day | Dec 20, 2025 | $0.00 |
 IDEV (AlexandruCinca) | Pay Day | Dec 20, 2025 | $0.00 |
 ACWI (AlexandruCinca) | Pay Day | Dec 20, 2025 | $0.00 |
 GDX (AlexandruCinca) | Pay Day | Dec 24, 2025 | $0.00 |
 GDXJ (AlexandruCinca) | Pay Day | Dec 24, 2025 | $1.11 |
Performance Metrics
Score 4.1/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.71
-0.71
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.37
High:
EQIX
91.1EQIXLow:
MRVL
-62.19MRVLDetails
PEG Ratio
856.44
High:
KO
10,253.3KOLow:MRVL
-1,116.74MRVLDetails
Price/Book
15.35
High:
AAPL
44.78AAPLLow:
VOW3.DE
0.28VOW3.DEDetails
Price/Sales
9.66
High:
NVDA
25.65NVDALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
31.14
High:KO
282.33KOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
53.74
High:
03690.HK
387.8103690.HKLow:
BABA
16.9BABADetails
P/E Ratio
39.37
High:EQIX
91.1EQIXLow:MRVL
-62.19MRVLDetails
PEG Ratio
856.44
High:KO
10,253.3KOLow:MRVL
-1,116.74MRVLDetails
Price/Book
15.35
High:AAPL
44.78AAPLLow:VOW3.DE
0.28VOW3.DEDetails
Price/Sales
9.66
High:NVDA
25.65NVDALow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
31.14
High:KO
282.33KOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
53.74
High:03690.HK
387.8103690.HKLow:BABA
16.9BABADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.52% | Feb 2018 | Dec 2020 | 34 |
-26% | Dec 2021 | Dec 2023 | 24 |
-6.04% | Apr 2024 | May 2024 | 1 |
-4.57% | Sep 2021 | Oct 2021 | 1 |
-4.5% | Feb 2025 | May 2025 | 3 |
-1.98% | Dec 2024 | Jan 2025 | 1 |
-1.09% | Jul 2021 | Aug 2021 | 1 |
-0.56% | Jul 2024 | Aug 2024 | 1 |
-0.34% | May 2021 | Jun 2021 | 1 |