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0%
Today
0%
This Month
+0.19%
Year To Date
+37.71%
2 Years
+26.22%
5 Years
+6.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading98.55%
- 🚚 Transportation0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.53%
- 🇺🇸 NYSE27.98%
- 🇨🇭 SIX5.92%
- 🇪🇸 Bolsa De Madrid5.38%
- 🇩🇪 FRA4.72%
- 🇺🇸 Chicago Board Options Exchange2.61%
- 🇩🇰 Copenhagen Stock Exchange2.43%
- 🇭🇰 Hong Kong Exchanges1.95%
- 🇫🇷 Euronext Paris1.88%
- 🇦🇪 Dubai Financial Market1.79%
- 🇸🇪 Stockholm Stock Exchange1.39%
- 🇳🇴 Oslo Stock Exchange1.23%
- 🇬🇧 LSE1.1%
- 🇫🇮 Helsinki Stock Exchange0.59%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.96%
- 🇨🇭 Switzerland5.92%
- 🇹🇼 Taiwan5.58%
- 🇪🇸 Spain5.38%
- 🇩🇪 Germany4.72%
- 🇯🇵 Japan3.69%
- 🇳🇱 Netherlands2.7%
- 🇩🇰 Denmark2.43%
- 🇨🇦 Canada2.35%
- 🇨🇳 China2.24%
- 🇫🇷 France1.88%
- 🇸🇪 Sweden1.39%
- 🇳🇴 Norway1.23%
- 🇱🇺 Luxembourg0.65%
- 🇫🇮 Finland0.59%
- 🇰🇷 South Korea0.41%
- 🇧🇷 Brazil0.39%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.53%
1 out of 2 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 1.53% | 1.56% | - |
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 | $0.40 |
Performance Metrics
Score 3.6/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-0.68
-0.68
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-0.68
-0.68
-2
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.82
High:
03690.HK
20.8203690.HKLow:03690.HK
20.8203690.HKDetails
PEG Ratio
13.22
High:03690.HK
13.2203690.HKLow:03690.HK
13.2203690.HKDetails
Price/Book
4.44
High:03690.HK
4.4403690.HKLow:03690.HK
4.4403690.HKDetails
Price/Sales
2.19
High:03690.HK
2.1903690.HKLow:03690.HK
2.1903690.HKDetails
Price/CF
14.87
High:03690.HK
14.8703690.HKLow:03690.HK
14.8703690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
P/E Ratio
20.82
High:03690.HK
20.8203690.HKLow:03690.HK
20.8203690.HKDetails
PEG Ratio
13.22
High:03690.HK
13.2203690.HKLow:03690.HK
13.2203690.HKDetails
Price/Book
4.44
High:03690.HK
4.4403690.HKLow:03690.HK
4.4403690.HKDetails
Price/Sales
2.19
High:03690.HK
2.1903690.HKLow:03690.HK
2.1903690.HKDetails
Price/CF
14.87
High:03690.HK
14.8703690.HKLow:03690.HK
14.8703690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.32% | Nov 2021 | Dec 2023 | 25 |
-5.7% | Feb 2025 | - | 3 |
-4.91% | Jul 2021 | Oct 2021 | 3 |
-1.49% | Apr 2024 | May 2024 | 1 |
-1.09% | Jan 2024 | Feb 2024 | 1 |
-1.08% | Dec 2024 | Jan 2025 | 1 |
-0.98% | Oct 2024 | Nov 2024 | 1 |