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+5.27%
This Month
+5.19%
Year To Date
+46.35%
2 Years
+39.44%
5 Years
+82.56%
10 Years
+9.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.16%
- 🏭 Industrial Services15.07%
- 🪨 Non Energy Minerals13.34%
- 📊 ETFs9.86%
- 🪙 Cryptocurrencies8.48%
- 💇♀️ Consumer Services6.38%
- 🍞 Consumer Non Durables5.98%
- 🧬 Health Technology4.66%
- 🛍️ Retail Trade4.24%
- 🖥️ Technology Services4.22%
- 🧩 Miscellaneous3.58%
- 💻 Electronic Technology3.09%
- 💵 Cash2.93%
- 💰 Finance0.5%
- 🚗 Consumer Durables0.43%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.75%
- 🇺🇸 Nasdaq15.49%
- 🌍 Digital Currency8.48%
- 🇬🇧 LSE3.45%
- 🇨🇭 SIX2.93%
- 🇩🇰 Copenhagen Stock Exchange1.9%
- 🇺🇸 Chicago Board Options Exchange0.96%
- 🇸🇪 Stockholm Stock Exchange0.68%
- 🇳🇴 Oslo Stock Exchange0.66%
- 🇳🇱 Euronext Amsterdam0.32%
- 🇩🇪 FRA0.31%
- 🇫🇷 Euronext Paris0.31%
- 🇦🇪 Dubai Financial Market0.21%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇫🇮 Helsinki Stock Exchange0.08%
- Regular Trading Hours - RTH0.06%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🌍 CFD0.02%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.14%
- 🇨🇦 Canada13.82%
- 🇬🇧 United Kingdom3.2%
- 🇨🇭 Switzerland3.03%
- 🇺🇾 Uruguay2.83%
- 🇩🇰 Denmark1.9%
- 🇹🇼 Taiwan1.14%
- 🇳🇱 Netherlands0.69%
- 🇸🇪 Sweden0.68%
- 🇳🇴 Norway0.66%
- 🇨🇳 China0.65%
- 🇩🇪 Germany0.31%
- 🇫🇷 France0.3%
- 🇮🇱 Israel0.23%
- 🇰🇷 South Korea0.13%
- 🇪🇸 Spain0.12%
- 🇱🇺 Luxembourg0.08%
- 🇫🇮 Finland0.08%
- 🇧🇷 Brazil0.06%
- 🇮🇪 Ireland0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.49%
24 out of 40 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $MO (6.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.43% | 2.88% | $1.85 |
 JeppeKirkBonde | 0.12% | 0.97% | - |
 MCD | 0.11% | 2.36% | $6.53 |
 BTI | 0.1% | 5.8% | $2.92 |
 ABBV | 0.1% | 3.3% | $6.06 |
 NESN.ZU | 0.09% | 4.06% | $3 |
 NOVO-B.CO | 0.08% | 4.54% | $9.4 |
 MO | 0.07% | 6.51% | $3.92 |
 YieldKing | 0.06% | 3.29% | - |
 GD | 0.06% | 1.83% | $5.48 |
 KGC | 0.05% | 0.39% | $0.12 |
 DRI | 0.05% | 2.83% | $5.24 |
 ULVR.L | 0.03% | 4.04% | $1.47 |
 DNB.OL | 0.03% | 5.9% | $16 |
 DividendGrowth | 0.03% | 2.25% | - |
 HD | 0.03% | 2.65% | $8.52 |
 HM-B.ST | 0.02% | 4% | $6.5 |
 AI-Revolution | 0.01% | 0.34% | - |
 GOOG | 0.01% | 0.25% | $0.2 |
 SPY | 0.01% | 1.04% | - |
 QQQ | 0.01% | 0.43% | - |
 CRM | 0.01% | 0.9% | $0.4 |
 MSFT | 0% | 0.85% | $3 |
 knw500 | 0% | 0.62% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
 AIR.PA (knw500) | Pay Day | Apr 23, 2026 | $3.78 |
 RR.L (knw500) | Ex-Dividend | Apr 23, 2026 | $0.07 |
CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 PG (DividendGrowth) | Ex-Dividend | Apr 24, 2026 | $1.09 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 MKC (DividendGrowth) | Pay Day | Apr 27, 2026 | $0.48 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
DNB.OL | Pay Day | Apr 30, 2026 | $1.87 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
 GRG.L (knw500) | Ex-Dividend | Apr 30, 2026 | $0.67 |
 EPR (knw500) | Ex-Dividend | Apr 30, 2026 | $0.31 |
 AGNC (YieldKing) | Ex-Dividend | Apr 30, 2026 | $0.12 |
 MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
DRI | Pay Day | May 1, 2026 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
 BMY (DividendGrowth) | Pay Day | May 1, 2026 | $0.63 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2026 | $0.57 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
 TXN (DividendGrowth) | Ex-Dividend | May 5, 2026 | $1.42 |
TXN (AI-Revolution) | Ex-Dividend | May 5, 2026 | $1.42 |
HM-B.ST | Ex-Dividend | May 6, 2026 | $0.40 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
 LOW (DividendGrowth) | Pay Day | May 6, 2026 | $1.20 |
 GLEN.L (YieldKing) | Ex-Dividend | May 6, 2026 | $0.09 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 ADM.L (knw500) | Ex-Dividend | May 7, 2026 | $0.23 |
 JDW.L (knw500) | Ex-Dividend | May 7, 2026 | $0.05 |
GD | Pay Day | May 8, 2026 | $1.59 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 AXP (knw500) | Pay Day | May 8, 2026 | $0.95 |
 MA (knw500) | Pay Day | May 8, 2026 | $0.87 |
AGNC (YieldKing) | Pay Day | May 11, 2026 | $0.12 |
HM-B.ST | Pay Day | May 12, 2026 | $0.40 |
 TGT (DividendGrowth) | Ex-Dividend | May 13, 2026 | $1.14 |
ABBV | Pay Day | May 15, 2026 | $1.73 |
 BTRW.L (knw500) | Pay Day | May 15, 2026 | $0.07 |
EPR (knw500) | Pay Day | May 15, 2026 | $0.31 |
PG (DividendGrowth) | Pay Day | May 15, 2026 | $1.09 |
 ACN (DividendGrowth) | Pay Day | May 15, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | May 15, 2026 | $0.35 |
CASY (DividendGrowth) | Pay Day | May 15, 2026 | $0.57 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
TXN (DividendGrowth) | Pay Day | May 19, 2026 | $1.42 |
TXN (AI-Revolution) | Pay Day | May 19, 2026 | $1.42 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (knw500) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (YieldKing) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
 JNJ (DividendGrowth) | Ex-Dividend | May 26, 2026 | $1.34 |
JNJ (YieldKing) | Ex-Dividend | May 26, 2026 | $1.34 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
GRG.L (knw500) | Pay Day | 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 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2026 | $1.14 |
KR (DividendGrowth) | Pay Day | Jun 1, 2026 | $0.35 |
RR.L (knw500) | Pay Day | Jun 3, 2026 | $0.07 |
GLEN.L (YieldKing) | Pay Day | Jun 3, 2026 | $0.09 |
JDW.L (knw500) | Pay Day | Jun 4, 2026 | $0.05 |
 QCOM (DividendGrowth) | Ex-Dividend | Jun 4, 2026 | $0.92 |
ADM.L (knw500) | Pay Day | Jun 5, 2026 | $0.23 |
JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (YieldKing) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (knw500) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (YieldKing) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 DIS (knw500) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
 BATS.L (YieldKing) | Ex-Dividend | Jul 9, 2026 | $0.83 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2026 | $0.43 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
BTI | Ex-Dividend | Jul 10, 2026 | $0.83 |
DIS (knw500) | Pay Day | Jul 22, 2026 | $0.75 |
BATS.L (YieldKing) | Pay Day | Aug 14, 2026 | $0.83 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
Performance Metrics
Score 3.9/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.45
-1.45
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.45
-1.45
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.89
High:ABBV
86.27ABBVLow:
NIU
-40.88NIUDetails
PEG Ratio
227.04
High:
MELI
1,046.73MELILow:NIU
-51.38NIUDetails
Price/Book
9.3
High:
NIO
27.69NIOLow:MCD
-121.85MCDDetails
Price/Sales
7.09
High:GOOG
10.3GOOGLow:NIU
0.41NIUDetails
Price/CF
19.69
High:
03690.HK
64.3903690.HKLow:KGC
9.15KGCDetails
Price/FCF
54.3
High:03690.HK
387.8103690.HKLow:DNB.OL
6.03DNB.OLDetails
P/E Ratio
28.89
High:ABBV
86.27ABBVLow:NIU
-40.88NIUDetails
PEG Ratio
227.04
High:MELI
1,046.73MELILow:NIU
-51.38NIUDetails
Price/Book
9.3
High:NIO
27.69NIOLow:MCD
-121.85MCDDetails
Price/Sales
7.09
High:GOOG
10.3GOOGLow:NIU
0.41NIUDetails
Price/CF
19.69
High:03690.HK
64.3903690.HKLow:KGC
9.15KGCDetails
Price/FCF
54.3
High:03690.HK
387.8103690.HKLow:DNB.OL
6.03DNB.OLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.6% | Nov 2021 | Sep 2024 | 34 |
-16.69% | May 2020 | Jan 2021 | 8 |
-15.75% | Apr 2019 | Jan 2020 | 9 |
-10.49% | Feb 2020 | Apr 2020 | 2 |
-6.74% | Mar 2026 | - | 2 |
-5.53% | Jul 2021 | Oct 2021 | 3 |
-5.43% | May 2021 | Jun 2021 | 1 |
-4.63% | Dec 2024 | Apr 2025 | 4 |
-3.47% | Feb 2021 | Apr 2021 | 2 |
-1.96% | Oct 2025 | Jan 2026 | 3 |