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-0.07%
Today
-0.07%
This Month
-10.3%
Year To Date
+36.07%
2 Years
+2.29%
5 Years
+0.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading83.55%
- 🧬 Health Technology3.31%
- 💼 Commercial Services3.27%
- 🪙 Cryptocurrencies2.32%
- 🧪 Process Industries1.37%
- 🚚 Transportation1.01%
- 💰 Finance0.65%
- 🍞 Consumer Non Durables0.15%
- 🛠️ Producer Manufacturing0.14%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.52%
- 🇺🇸 NYSE23.72%
- 🇩🇰 Copenhagen Stock Exchange5.11%
- 🇨🇭 SIX5.02%
- 🇪🇸 Bolsa De Madrid4.57%
- 🇩🇪 FRA4%
- 🌍 Digital Currency2.32%
- 🇺🇸 Chicago Board Options Exchange2.21%
- 🇳🇴 Oslo Stock Exchange2.02%
- 🇭🇰 Hong Kong Exchanges1.65%
- 🇫🇷 Euronext Paris1.59%
- 🇦🇪 Dubai Financial Market1.52%
- 🇸🇪 Stockholm Stock Exchange1.18%
- 🇬🇧 LSE0.93%
- 🇫🇮 Helsinki Stock Exchange0.5%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.07%
- 🇩🇰 Denmark5.11%
- 🇨🇭 Switzerland5.02%
- 🇹🇼 Taiwan4.73%
- 🇪🇸 Spain4.57%
- 🇩🇪 Germany4%
- 🇯🇵 Japan3.13%
- 🇳🇱 Netherlands2.29%
- 🇨🇦 Canada2.14%
- 🇳🇴 Norway2.02%
- 🇨🇳 China1.9%
- 🇫🇷 France1.59%
- 🇸🇪 Sweden1.18%
- 🇱🇺 Luxembourg0.55%
- 🇫🇮 Finland0.5%
- 🇰🇷 South Korea0.35%
- 🇧🇷 Brazil0.33%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.38%
2 out of 16 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $NOVO-B.CO (2.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 1.3% | 1.56% | - |
 NOVO-B.CO | 0.08% | 2.5% | $9.4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.38 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 AAPL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $0.26 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
AAPL (JeppeKirkBonde) | Pay Day | May 15, 2025 | $0.26 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
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 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-8.29
-8.29
-9
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.05
-0.05
-1
1
2
3
3
Jensen's Alpha
-8.29
-8.29
-9
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.91
High:
COIN
21.59COINLow:
DJT
-6.41DJTDetails
PEG Ratio
69.16
High:
NOVO-B.CO
93.69NOVO-B.COLow:
BYND
-1.93BYNDDetails
Price/Book
12.76
High:NOVO-B.CO
14.11NOVO-B.COLow:BYND
-0.32BYNDDetails
Price/Sales
6.96
High:DJT
1,553.04DJTLow:
SAVA
-SAVADetails
Price/CF
22.53
High:NOVO-B.CO
22.99NOVO-B.COLow:
NAS.OL
1.59NAS.OLDetails
Price/FCF
79.97
High:
03690.HK
387.8103690.HKLow:NAS.OL
1.95NAS.OLDetails
P/E Ratio
21.91
High:COIN
21.59COINLow:DJT
-6.41DJTDetails
PEG Ratio
69.16
High:NOVO-B.CO
93.69NOVO-B.COLow:BYND
-1.93BYNDDetails
Price/Book
12.76
High:NOVO-B.CO
14.11NOVO-B.COLow:BYND
-0.32BYNDDetails
Price/Sales
6.96
High:DJT
1,553.04DJTLow:SAVA
-SAVADetails
Price/CF
22.53
High:NOVO-B.CO
22.99NOVO-B.COLow:NAS.OL
1.59NAS.OLDetails
Price/FCF
79.97
High:03690.HK
387.8103690.HKLow:NAS.OL
1.95NAS.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.86% | Nov 2021 | Mar 2024 | 28 |
-13.53% | Feb 2025 | - | 3 |
-6.18% | Apr 2021 | Aug 2021 | 4 |
-5.76% | Sep 2021 | Oct 2021 | 1 |
-4.48% | Apr 2024 | May 2024 | 1 |
-2.14% | Dec 2024 | Jan 2025 | 1 |
-0.64% | Oct 2024 | Nov 2024 | 1 |
-0.01% | Jul 2024 | Aug 2024 | 1 |