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-0.03%
Today
+9.44%
This Month
+4.77%
Year To Date
+47.99%
2 Years
+125.02%
5 Years
+13.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services33.96%
- 💻 Electronic Technology11.01%
- 💰 Finance10.3%
- 🛍️ Retail Trade6.79%
- ⚡ Utilities6.11%
- 🚗 Consumer Durables5.97%
- 🛠️ Producer Manufacturing5.22%
- 🍞 Consumer Non Durables4.13%
- 💵 Cash4.1%
- 👥 Copy Trading3.71%
- 💇♀️ Consumer Services3.34%
- 📦 Distribution Services2.65%
- 💼 Commercial Services1.54%
- 🪙 Cryptocurrencies0.62%
- ⛏️ Energy Minerals0.53%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.31%
- 🇺🇸 NYSE20.58%
- 🇬🇧 LSE14.26%
- 🌍 Digital Currency0.62%
- 🇨🇭 SIX0.23%
- 🇪🇸 Bolsa De Madrid0.19%
- 🇩🇪 FRA0.19%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.08%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇫🇷 Euronext Paris0.07%
- 🇦🇪 Dubai Financial Market0.06%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.25%
- 🇬🇧 United Kingdom11.57%
- 🇨🇭 Switzerland2.88%
- 🇹🇼 Taiwan0.21%
- 🇪🇸 Spain0.19%
- 🇩🇪 Germany0.19%
- 🇯🇵 Japan0.12%
- 🇳🇱 Netherlands0.1%
- 🇨🇦 Canada0.08%
- 🇩🇰 Denmark0.08%
- 🇨🇳 China0.08%
- 🇫🇷 France0.07%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.04%
- 🇮🇱 Israel0.04%
- 🇱🇺 Luxembourg0.02%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.02%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.98%
17 out of 27 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $TW.L (8.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TW.L | 0.21% | 8.04% | $0.1 |
 CNA.L | 0.18% | 2.99% | $0.04 |
 MSFT | 0.12% | 0.71% | $3 |
 GLEN.L | 0.08% | 2.85% | $0.1 |
 ULVR.L | 0.07% | 3.25% | $1.47 |
 JeppeKirkBonde | 0.06% | 1.51% | - |
 LRCX | 0.06% | 1.05% | $8 |
 META | 0.03% | 0.32% | $1 |
 NKE | 0.03% | 2.49% | $1.45 |
 DGE.L | 0.03% | 3.77% | $0.81 |
 DIS | 0.03% | 0.88% | $0.75 |
 CVX | 0.02% | 4.7% | $6.28 |
 AAPL | 0.02% | 0.48% | $0.97 |
 MU | 0.02% | 0.47% | $0.46 |
 CMCSA | 0.01% | 3.55% | $1.2 |
 MA | 0.01% | 0.49% | $2.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 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 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
CNA.L | Pay Day | Jun 5, 2025 | $0.04 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 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 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.1/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
1.1
1.1
-2
0
2
4.5
4.5
Omega Ratio
1.12
1.12
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.68
High:
TSLA
192.47TSLALow:
CRWD
-5,235.52CRWDDetails
PEG Ratio
98.47
High:
MA
309.36MALow:
ZS
-2,723.71ZSDetails
Price/Book
7.79
High:MA
79.57MALow:
TW.L
0.95TW.LDetails
Price/Sales
7.2
High:CRWD
27.44CRWDLow:
GLEN.L
0.18GLEN.LDetails
Price/CF
22.14
High:CRWD
71.14CRWDLow:
CNA.L
4.35CNA.LDetails
Price/FCF
53.95
High:
MU
1,171.75MULow:CNA.L
7.41CNA.LDetails
P/E Ratio
30.68
High:TSLA
192.47TSLALow:CRWD
-5,235.52CRWDDetails
PEG Ratio
98.47
High:MA
309.36MALow:ZS
-2,723.71ZSDetails
Price/Book
7.79
High:MA
79.57MALow:TW.L
0.95TW.LDetails
Price/Sales
7.2
High:CRWD
27.44CRWDLow:GLEN.L
0.18GLEN.LDetails
Price/CF
22.14
High:CRWD
71.14CRWDLow:CNA.L
4.35CNA.LDetails
Price/FCF
53.95
High:MU
1,171.75MULow:CNA.L
7.41CNA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.31% | Feb 2018 | Nov 2020 | 33 |
-24% | Sep 2021 | Jul 2023 | 22 |
-8.99% | Jul 2017 | Aug 2017 | 1 |
-8.3% | Feb 2025 | May 2025 | 3 |
-5.95% | Aug 2023 | Nov 2023 | 3 |
-5.48% | Sep 2017 | Oct 2017 | 1 |
-3.53% | Apr 2024 | May 2024 | 1 |
-2.05% | Oct 2024 | Nov 2024 | 1 |
-1.75% | May 2021 | Aug 2021 | 3 |
-0.99% | Jul 2024 | Sep 2024 | 2 |
-0.55% | Dec 2024 | Jan 2025 | 1 |