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-0.06%
Today
-0.06%
This Month
+3.48%
Year To Date
+61.99%
2 Years
+120.26%
5 Years
+13.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.54%
- 💻 Electronic Technology16.93%
- 💵 Cash10.1%
- 🛍️ Retail Trade7.64%
- 💰 Finance7.27%
- ⚡ Utilities5.53%
- 🚗 Consumer Durables5.13%
- 🛠️ Producer Manufacturing5.09%
- 💼 Commercial Services4.04%
- 👥 Copy Trading3.72%
- 💇♀️ Consumer Services3.02%
- 🍞 Consumer Non Durables2.95%
- 🪙 Cryptocurrencies0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.77%
- 🇺🇸 NYSE17.77%
- 🇬🇧 LSE11.31%
- 🌍 Digital Currency0.93%
- 🇨🇭 SIX0.26%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇫🇷 Euronext Paris0.09%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🇩🇪 FRA0.09%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.93%
- 🇬🇧 United Kingdom11.27%
- 🇨🇭 Switzerland0.26%
- 🇹🇼 Taiwan0.24%
- 🇪🇸 Spain0.18%
- 🇯🇵 Japan0.1%
- 🇳🇱 Netherlands0.1%
- 🇫🇷 France0.09%
- 🇩🇪 Germany0.09%
- 🇨🇦 Canada0.08%
- 🇩🇰 Denmark0.07%
- 🇨🇳 China0.06%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.05%
- 🇱🇺 Luxembourg0.03%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.01%
- 🇰🇷 South Korea0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.84%
13 out of 20 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $TW.L (8.01%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA | Pay Day | Feb 7 | $0.76 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
 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 |
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 | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.2/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
0.82
0.82
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.55
0.55
0
0.5
1
1.5
1.5
Sortino Ratio
0.88
0.88
0
1
2
3
3
Jensen's Alpha
0.82
0.82
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
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 |
-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 |