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-0.64%
This Month
+3.93%
Year To Date
+23.02%
2 Years
+121.16%
5 Years
+121.16%
10 Years
+20.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.01%
- 💵 Cash21.98%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq18.54%
- 🇺🇸 NYSE17.54%
- 🇬🇧 LSE12.01%
- 🌍 Digital Currency4.24%
- 🇨🇭 SIX1.56%
- 🇪🇸 Bolsa De Madrid0.96%
- 🇩🇪 FRA0.87%
- 🇳🇱 Euronext Amsterdam0.57%
- 🇦🇪 Dubai Financial Market0.55%
- 🇺🇸 Chicago Board Options Exchange0.53%
- 🇩🇰 Copenhagen Stock Exchange0.51%
- 🇸🇪 Stockholm Stock Exchange0.47%
- 🇫🇷 Euronext Paris0.46%
- 🇭🇰 Hong Kong Exchanges0.38%
- 🇳🇴 Oslo Stock Exchange0.29%
- 🇫🇮 Helsinki Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.24%
- 🇬🇧 United Kingdom4.42%
- 🇹🇼 Taiwan1.93%
- 🇨🇭 Switzerland1.56%
- 🇨🇦 Canada1.13%
- 🇪🇸 Spain0.96%
- 🇳🇱 Netherlands0.94%
- 🇩🇪 Germany0.87%
- 🇩🇰 Denmark0.51%
- 🇸🇪 Sweden0.47%
- 🇫🇷 France0.46%
- 🇨🇳 China0.45%
- 🇳🇴 Norway0.29%
- 🇫🇮 Finland0.16%
- 🇰🇷 South Korea0.15%
- 🇮🇱 Israel0.12%
- 🇱🇺 Luxembourg0.11%
- 🇧🇷 Brazil0.11%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.49%
2 out of 5 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.28% | 1.06% | - |
 thomaspj | 0.21% | 0.78% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.2/10
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
11.93
11.93
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
0.54
0.54
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
11.93
11.93
-2
0
2
12
12
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
2.57
2.57
0
0.75
1.25
3
3
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.68% | Dec 2024 | Sep 2025 | 9 |
-11.16% | Sep 2021 | Oct 2021 | 1 |
-9.34% | Apr 2024 | Nov 2024 | 7 |
-4.44% | Nov 2025 | - | 2 |
-1.69% | Jun 2021 | Jul 2021 | 1 |