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+0.63%
Today
+1%
This Month
+13.71%
Year To Date
+47.16%
2 Years
+58.09%
5 Years
+8.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies15.05%
- 👥 Copy Trading13.88%
- 🏭 Industrial Services13.71%
- 📊 ETFs12.24%
- 💇♀️ Consumer Services6.95%
- 🪨 Non Energy Minerals6.82%
- 🍞 Consumer Non Durables6.5%
- 🛍️ Retail Trade5.6%
- 🧬 Health Technology5.34%
- 💵 Cash5.19%
- 🖥️ Technology Services3.68%
- 💻 Electronic Technology3.06%
- 🚗 Consumer Durables0.39%
- 🚚 Transportation0%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.77%
- 🌍 Digital Currency15.05%
- 🇺🇸 Nasdaq13.96%
- 🇩🇰 Copenhagen Stock Exchange3.16%
- 🇨🇭 SIX3.05%
- 🇬🇧 LSE1.62%
- 🇺🇸 Chicago Board Options Exchange1.13%
- 🇸🇪 Stockholm Stock Exchange0.52%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇩🇪 FRA0.39%
- 🇫🇷 Euronext Paris0.18%
- 🇦🇪 Dubai Financial Market0.15%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🌍 CFD0.02%
- 🇩🇪 Xetra ETFs0.01%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.63%
- 🇨🇦 Canada7.05%
- 🇺🇾 Uruguay4.07%
- 🇬🇧 United Kingdom3.34%
- 🇩🇰 Denmark3.16%
- 🇨🇭 Switzerland3.11%
- 🇨🇳 China0.77%
- 🇹🇼 Taiwan0.56%
- 🇸🇪 Sweden0.52%
- 🇪🇸 Spain0.39%
- 🇩🇪 Germany0.39%
- 🇳🇱 Netherlands0.21%
- 🇮🇱 Israel0.2%
- 🇫🇷 France0.18%
- 🇱🇺 Luxembourg0.1%
- 🇳🇴 Norway0.09%
- 🇮🇪 Ireland0.06%
- 🇫🇮 Finland0.05%
- 🇰🇷 South Korea0.04%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.98%
31 out of 38 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.46% | 3.38% | $1.85 |
 AMZA | 0.17% | 6.57% | - |
 MCD | 0.12% | 2.36% | $6.53 |
 JeppeKirkBonde | 0.11% | 1.43% | - |
 BTI | 0.11% | 5.81% | $2.92 |
 DIV | 0.1% | 6.13% | - |
 NESN.ZU | 0.1% | 3.96% | $3 |
 SDIV | 0.08% | 10.78% | - |
 NOVO-B.CO | 0.08% | 2.77% | $9.4 |
 ABBV | 0.08% | 3.5% | $6.06 |
 MO | 0.08% | 6.92% | $3.92 |
 YieldKing | 0.06% | 3.92% | - |
 GD | 0.06% | 1.97% | $5.48 |
 DRI | 0.06% | 2.76% | $5.24 |
 KGC | 0.05% | 0.73% | $0.12 |
 ULVR.L | 0.04% | 3.41% | $1.47 |
 DividendGrowth | 0.03% | 2.56% | - |
 HD | 0.03% | 2.5% | $8.52 |
 VOOV | 0.03% | 2.16% | - |
 USRT | 0.02% | 2.81% | - |
 XLU | 0.02% | 2.78% | - |
 HM-B.ST | 0.02% | 4.81% | $6.5 |
 VOO | 0.02% | 1.29% | - |
 GOOG | 0.01% | 0.42% | $0.2 |
 SPY | 0.01% | 1.21% | - |
 QQQ | 0.01% | 0.58% | - |
 INDA | 0.01% | 0.74% | - |
 CRM | 0.01% | 0.62% | $0.4 |
 knw500 | 0.01% | 1.05% | - |
 AI-Revolution | 0.01% | 0.22% | - |
 MSFT | 0% | 0.65% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DIS (knw500) | Pay Day | Jul 23, 2025 | $0.50 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
 GE (AI-Revolution) | Pay Day | Jul 25, 2025 | $0.36 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Jul 28, 2025 | $1.87 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 EPR (knw500) | Ex-Dividend | Jul 31, 2025 | $0.30 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 AGNC (YieldKing) | Ex-Dividend | Jul 31, 2025 | $0.12 |
DRI | Pay Day | Aug 1, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.87 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
 AXP (knw500) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (knw500) | Pay Day | Aug 8, 2025 | $0.76 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
AGNC (YieldKing) | Pay Day | Aug 11, 2025 | $0.12 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
EPR (knw500) | Pay Day | Aug 15, 2025 | $0.30 |
 PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
 ACN (AI-Revolution) | Pay Day | Aug 15, 2025 | $1.48 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (knw500) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (YieldKing) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
JNJ (YieldKing) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 28, 2025 | $0.05 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (YieldKing) | Pay Day | Sep 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (knw500) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (YieldKing) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L (YieldKing) | Pay Day | Sep 19, 2025 | $0.05 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
 BATS.L (YieldKing) | Ex-Dividend | Oct 2, 2025 | $0.76 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
BATS.L (YieldKing) | Pay Day | Nov 7, 2025 | $0.76 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 3.8/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-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
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.67
-1.67
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.07
High:
ABBV
78.82ABBVLow:
NIU
-11.64NIUDetails
PEG Ratio
110.62
High:
DRI
571.95DRILow:
NIO
-70.76NIODetails
Price/Book
8.6
High:ABBV
229.93ABBVLow:NIO
-173.98NIODetails
Price/Sales
5.66
High:
MSFT
14.09MSFTLow:NIU
0.6NIUDetails
Price/CF
15.84
High:
MCD
23.66MCDLow:
KGC
6.04KGCDetails
Price/FCF
40.33
High:
03690.HK
387.8103690.HKLow:KGC
11.21KGCDetails
P/E Ratio
26.07
High:ABBV
78.82ABBVLow:NIU
-11.64NIUDetails
PEG Ratio
110.62
High:DRI
571.95DRILow:NIO
-70.76NIODetails
Price/Book
8.6
High:ABBV
229.93ABBVLow:NIO
-173.98NIODetails
Price/Sales
5.66
High:MSFT
14.09MSFTLow:NIU
0.6NIUDetails
Price/CF
15.84
High:MCD
23.66MCDLow:KGC
6.04KGCDetails
Price/FCF
40.33
High:03690.HK
387.8103690.HKLow:KGC
11.21KGCDetails
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 |
-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 |