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-0.48%
Today
+13.26%
This Month
+2.33%
Year To Date
+41.54%
2 Years
-1.58%
5 Years
+0.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology47.14%
- 👥 Copy Trading35.88%
- 💰 Finance9.79%
- 🖥️ Technology Services5.67%
- 🛍️ Retail Trade1%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq71.09%
- 🇺🇸 NYSE18.98%
- 🇨🇭 SIX1.84%
- 🇪🇸 Bolsa De Madrid1.34%
- 🇭🇰 Hong Kong Exchanges1.06%
- 🇩🇪 FRA0.97%
- 🇫🇷 Euronext Paris0.97%
- 🇩🇰 Copenhagen Stock Exchange0.92%
- 🇮🇹 Borsa Italiana0.51%
- 🇺🇸 Chicago Board Options Exchange0.46%
- 🇬🇧 LSE0.41%
- 🇦🇪 Dubai Financial Market0.34%
- 🇸🇪 Stockholm Stock Exchange0.25%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🇫🇮 Helsinki Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States82.92%
- 🇨🇭 Switzerland2.22%
- 🇮🇪 Ireland1.61%
- 🇪🇸 Spain1.34%
- 🇨🇳 China1.1%
- 🇹🇼 Taiwan1.06%
- 🇱🇺 Luxembourg1.04%
- 🇩🇪 Germany0.97%
- 🇫🇷 France0.97%
- 🇩🇰 Denmark0.92%
- 🇺🇾 Uruguay0.63%
- 🇯🇵 Japan0.62%
- 🇮🇹 Italy0.51%
- 🇳🇱 Netherlands0.49%
- 🇮🇱 Israel0.44%
- 🇨🇦 Canada0.42%
- 🇬🇧 United Kingdom0.41%
- 🇸🇪 Sweden0.25%
- 🇳🇴 Norway0.21%
- 🇫🇮 Finland0.11%
- 🇰🇷 South Korea0.07%
- 🇧🇷 Brazil0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.81%
7 out of 11 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $AGNC (15.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.27% | 1.52% | - |
 AGNC | 0.2% | 15.92% | $1.44 |
 jaynemesis | 0.15% | 0.82% | - |
 BLK | 0.12% | 2.11% | $20.2 |
 MSFT | 0.04% | 0.71% | $3 |
 AAPL | 0.03% | 0.5% | $0.97 |
 NVDA | 0.01% | 0.03% | $0.02 |
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 |
 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 (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 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
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 (jaynemesis) | Ex-Dividend | Jun 9, 2025 | $0.21 |
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 |
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 (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 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 (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 |
 ECL (jaynemesis) | Ex-Dividend | Jun 17, 2025 | $0.65 |
NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 SW (jaynemesis) | Pay Day | Jun 18, 2025 | $0.43 |
BCC (jaynemesis) | Pay Day | Jun 18, 2025 | $0.21 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
JNPR (jaynemesis) | Pay Day | Jun 23, 2025 | $0.22 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
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 |
 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 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INTU (jaynemesis) | Ex-Dividend | Jul 10, 2025 | $1.04 |
ECL (jaynemesis) | Pay Day | Jul 15, 2025 | $0.65 |
INTU (jaynemesis) | Pay Day | Jul 18, 2025 | $1.04 |
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 |
Performance Metrics
Score 2.5/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-10.36
-10.36
-11
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-10.36
-10.36
-11
0
2
4.5
4.5
Omega Ratio
0.47
0.47
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.26
High:
AMD
83.98AMDLow:
BRK.B
13.57BRK.BDetails
PEG Ratio
125.86
High:
BLK
500.66BLKLow:
NVDA
31.52NVDADetails
Price/Book
20.37
High:
AAPL
44.78AAPLLow:
AGNC
1.01AGNCDetails
Price/Sales
15.42
High:NVDA
25.65NVDALow:
SMCI
1.2SMCIDetails
Price/CF
41.65
High:SMCI
138.16SMCILow:
AMZN
18.03AMZNDetails
Price/FCF
57.05
High:SMCI
598.42SMCILow:AAPL
39.44AAPLDetails
P/E Ratio
40.26
High:AMD
83.98AMDLow:BRK.B
13.57BRK.BDetails
PEG Ratio
125.86
High:BLK
500.66BLKLow:NVDA
31.52NVDADetails
Price/Book
20.37
High:AAPL
44.78AAPLLow:AGNC
1.01AGNCDetails
Price/Sales
15.42
High:NVDA
25.65NVDALow:SMCI
1.2SMCIDetails
Price/CF
41.65
High:SMCI
138.16SMCILow:AMZN
18.03AMZNDetails
Price/FCF
57.05
High:SMCI
598.42SMCILow:AAPL
39.44AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.85% | Aug 2020 | - | 58 |