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+3.87%
This Month
+8.51%
Year To Date
+39.93%
2 Years
+59.07%
5 Years
+59.07%
10 Years
+19.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading94.39%
- 💵 Cash7.38%
- 💰 Finance0.09%
- 🪙 Cryptocurrencies0.06%
- 🧪 Process Industries0.03%
- 🪨 Non Energy Minerals0.03%
- 🍞 Consumer Non Durables0.01%
- 🖥️ Technology Services0%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.31%
- 🇺🇸 NYSE32.02%
- 🇨🇭 SIX5.05%
- 🇬🇧 LSE4.38%
- 🇳🇱 Euronext Amsterdam2.55%
- 🇩🇪 FRA2.04%
- 🇫🇷 Euronext Paris1.76%
- 🇩🇰 Copenhagen Stock Exchange1.66%
- 🇸🇪 Stockholm Stock Exchange1.54%
- 🇦🇪 Dubai Financial Market1.53%
- 🇺🇸 Chicago Board Options Exchange1.23%
- 🇳🇴 Oslo Stock Exchange1.12%
- 🇪🇸 Bolsa De Madrid0.86%
- 🇫🇮 Helsinki Stock Exchange0.55%
- Regular Trading Hours - RTH0.43%
- 🇭🇰 Hong Kong Exchanges0.43%
- 🌍 Digital Currency0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.52%
- 🇹🇼 Taiwan8.38%
- 🇨🇭 Switzerland5.05%
- 🇳🇱 Netherlands4.18%
- 🇨🇦 Canada3.43%
- 🇩🇪 Germany2.04%
- 🇫🇷 France1.76%
- 🇩🇰 Denmark1.66%
- 🇸🇪 Sweden1.54%
- 🇰🇷 South Korea1.31%
- 🇳🇴 Norway1.12%
- 🇬🇧 United Kingdom1.11%
- 🇪🇸 Spain0.86%
- 🇱🇺 Luxembourg0.61%
- 🇫🇮 Finland0.55%
- 🇧🇷 Brazil0.52%
- 🇨🇳 China0.43%
- 🇮🇱 Israel0.25%
- 🇿🇦 South Africa0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.84%
5 out of 10 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (0.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.85% | 0.9% | - |
 SOLS | 0% | -0.18% | - |
 AI.PA | 0% | -2.05% | $-2.91 |
 VALT.L | 0% | -1.7% | - |
 ITUB | 0% | -1% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (JeppeKirkBonde) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (JeppeKirkBonde) | Pay Day | May 14, 2026 | $0.27 |
 CEG (JeppeKirkBonde) | Ex-Dividend | May 15, 2026 | $0.43 |
AI.PA | Ex-Dividend | May 18, 2026 | -$4.35 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
 AGRO (JeppeKirkBonde) | Pay Day | May 19, 2026 | $0.12 |
AI.PA | Pay Day | May 20, 2026 | -$4.35 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
SOLS | Ex-Dividend | May 27, 2026 | -$0.07 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
 D (JeppeKirkBonde) | Ex-Dividend | May 29, 2026 | $0.67 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
CEG (JeppeKirkBonde) | Pay Day | Jun 5, 2026 | $0.43 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 5.4/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
2.65
2.65
0
0.3
0.6
3
3
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.75
1.75
0
1
2
3
3
Jensen's Alpha
-0.56
-0.56
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
1.25
1.25
0
0.75
1.25
2
2
Information Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Calmar Ratio
2.65
2.65
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
15.11
High:AI.PA
29.56AI.PALow:
ANGI
7.94ANGIDetails
PEG Ratio
166.9
High:AI.PA
466.84AI.PALow:VALT.L
21.4VALT.LDetails
Price/Book
3.03
High:
MICC.L
12.51MICC.LLow:ANGI
0.32ANGIDetails
Price/Sales
1.87
High:AI.PA
3.87AI.PALow:ANGI
0.31ANGIDetails
Price/CF
5.46
High:MICC.L
22.71MICC.LLow:ITUB
3.92ITUBDetails
Price/FCF
9.74
High:AI.PA
166.54AI.PALow:ITUB
6.27ITUBDetails
P/E Ratio
15.11
High:AI.PA
29.56AI.PALow:ANGI
7.94ANGIDetails
PEG Ratio
166.9
High:AI.PA
466.84AI.PALow:VALT.L
21.4VALT.LDetails
Price/Book
3.03
High:MICC.L
12.51MICC.LLow:ANGI
0.32ANGIDetails
Price/Sales
1.87
High:AI.PA
3.87AI.PALow:ANGI
0.31ANGIDetails
Price/CF
5.46
High:MICC.L
22.71MICC.LLow:ITUB
3.92ITUBDetails
Price/FCF
9.74
High:AI.PA
166.54AI.PALow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.97% | Feb 2025 | May 2025 | 3 |
-5.9% | Feb 2026 | Apr 2026 | 2 |
-4.7% | Apr 2024 | Sep 2024 | 5 |
-2.22% | Dec 2024 | Jan 2025 | 1 |
-1.48% | Nov 2025 | Jan 2026 | 2 |
-1.44% | Jan 2024 | Feb 2024 | 1 |
-1.4% | Oct 2024 | Nov 2024 | 1 |