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+0.71%
This Month
+17.29%
Year To Date
+59.99%
2 Years
+50.06%
5 Years
+69.6%
10 Years
+9.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies13.6%
- 👥 Copy Trading13.56%
- 🏭 Industrial Services13.2%
- 📊 ETFs11.97%
- 🪨 Non Energy Minerals8.88%
- 💇♀️ Consumer Services7.07%
- 🍞 Consumer Non Durables6.6%
- 🛍️ Retail Trade5.61%
- 💵 Cash5.38%
- 🧬 Health Technology5.13%
- 🖥️ Technology Services3.88%
- 💻 Electronic Technology3.21%
- 🚗 Consumer Durables0.48%
- 🚚 Transportation0%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.87%
- 🇺🇸 Nasdaq14.17%
- 🌍 Digital Currency13.6%
- 🇨🇭 SIX2.94%
- 🇩🇰 Copenhagen Stock Exchange2.67%
- 🇬🇧 LSE1.8%
- 🇺🇸 Chicago Board Options Exchange1.04%
- 🇸🇪 Stockholm Stock Exchange0.51%
- 🇪🇸 Bolsa De Madrid0.32%
- 🇩🇪 FRA0.32%
- 🇫🇷 Euronext Paris0.18%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇦🇪 Dubai Financial Market0.14%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🌍 CFD0.01%
- 🌍 FX0.01%
- 🇩🇪 Xetra ETFs0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.07%
- 🇨🇦 Canada9.16%
- 🇺🇾 Uruguay3.99%
- 🇬🇧 United Kingdom3.45%
- 🇨🇭 Switzerland2.99%
- 🇩🇰 Denmark2.67%
- 🇨🇳 China0.87%
- 🇹🇼 Taiwan0.55%
- 🇸🇪 Sweden0.51%
- 🇪🇸 Spain0.32%
- 🇩🇪 Germany0.32%
- 🇳🇱 Netherlands0.22%
- 🇫🇷 France0.17%
- 🇮🇱 Israel0.17%
- 🇱🇺 Luxembourg0.1%
- 🇳🇴 Norway0.09%
- 🇮🇪 Ireland0.05%
- 🇫🇮 Finland0.04%
- 🇰🇷 South Korea0.04%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.96%
31 out of 37 instruments pay dividend.
61 dividend payments in the next 30 days.
Highest Dividend: $SDIV (10.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.46% | 3.46% | $1.85 |
 AMZA | 0.19% | 7.63% | - |
 MCD | 0.11% | 2.26% | $6.53 |
 JeppeKirkBonde | 0.11% | 1.45% | - |
 DIV | 0.1% | 6.3% | - |
 BTI | 0.1% | 5.39% | $2.92 |
 NESN.ZU | 0.09% | 4.04% | $3 |
 NOVO-B.CO | 0.08% | 3.33% | $9.4 |
 ABBV | 0.08% | 3.06% | $6.06 |
 SDIV | 0.08% | 10.34% | - |
 MO | 0.08% | 6.21% | $3.92 |
 GD | 0.06% | 1.83% | $5.48 |
 YieldKing | 0.06% | 3.77% | - |
 DRI | 0.05% | 2.72% | $5.24 |
 KGC | 0.05% | 0.56% | $0.12 |
 ULVR.L | 0.04% | 3.2% | $1.47 |
 DividendGrowth | 0.03% | 2.55% | - |
 HD | 0.03% | 2.19% | $8.52 |
 VOOV | 0.03% | 2.02% | - |
 USRT | 0.03% | 3% | - |
 XLU | 0.02% | 2.79% | - |
 HM-B.ST | 0.02% | 4.67% | $6.5 |
 VOO | 0.02% | 1.22% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 SPY | 0.01% | 1.16% | - |
 QQQ | 0.01% | 0.51% | - |
 INDA | 0.01% | 0.72% | - |
 CRM | 0.01% | 0.65% | $0.4 |
 knw500 | 0.01% | 1% | - |
 AI-Revolution | 0.01% | 0.22% | - |
 MSFT | 0% | 0.67% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (knw500) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 BDX (DividendGrowth) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Sep 8, 2025 | $0.87 |
GOOG (YieldKing) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (YieldKing) | Pay Day | Sep 9, 2025 | $1.30 |
 CVX (DividendGrowth) | Pay Day | Sep 10, 2025 | $1.71 |
 SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
 AGNC (YieldKing) | Pay Day | Sep 10, 2025 | $0.12 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (knw500) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (knw500) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GRG.L (knw500) | Ex-Dividend | Sep 11, 2025 | $0.25 |
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 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
WMB | Ex-Dividend | Sep 12, 2025 | $0.50 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 MMM (knw500) | Pay Day | Sep 12, 2025 | $0.73 |
ULVR.L (knw500) | Pay Day | Sep 12, 2025 | $0.52 |
 ADP (DividendGrowth) | Ex-Dividend | Sep 12, 2025 | $1.54 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (knw500) | Pay Day | Sep 15, 2025 | $0.21 |
 EPR (knw500) | Pay Day | Sep 15, 2025 | $0.30 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 NEE (DividendGrowth) | Pay Day | Sep 15, 2025 | $0.57 |
 XEL (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.57 |
GOOG (YieldKing) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (YieldKing) | Ex-Dividend | Sep 15, 2025 | $2.21 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
MCD (DividendGrowth) | Pay Day | Sep 16, 2025 | $1.77 |
 ADI (DividendGrowth) | Pay Day | Sep 16, 2025 | $0.99 |
 EL (YieldKing) | Pay Day | Sep 16, 2025 | $0.35 |
TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
NOC (DividendGrowth) | Pay Day | Sep 17, 2025 | $2.31 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
HD (knw500) | Pay Day | Sep 18, 2025 | $2.30 |
 GM (knw500) | Pay Day | Sep 18, 2025 | $0.15 |
 BBY (DividendGrowth) | Ex-Dividend | Sep 18, 2025 | $0.95 |
 LIN (DividendGrowth) | Pay Day | Sep 18, 2025 | $1.50 |
 EXPE (YieldKing) | Pay Day | Sep 18, 2025 | $0.40 |
 EVRG (DividendGrowth) | Pay Day | Sep 19, 2025 | $0.67 |
 GLEN.L (YieldKing) | Pay Day | Sep 19, 2025 | $0.05 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
 SHEL (YieldKing) | Pay Day | Sep 22, 2025 | $0.72 |
AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
UNH (YieldKing) | Pay Day | Sep 23, 2025 | $2.21 |
BLK (YieldKing) | Pay Day | Sep 23, 2025 | $5.21 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 LGEN.L (knw500) | Pay Day | Sep 26, 2025 | $0.08 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Sep 26, 2025 | $0.52 |
WMB | Pay Day | Sep 29, 2025 | $0.50 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
 PEP (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Sep 30, 2025 | $1.04 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Oct 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (knw500) | Pay Day | Oct 2, 2025 | $0.01 |
 KMB (DividendGrowth) | Pay Day | Oct 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Oct 2, 2025 | $0.62 |
 BATS.L (YieldKing) | Ex-Dividend | Oct 2, 2025 | $0.76 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
 ADM.L (knw500) | Pay Day | Oct 3, 2025 | $1.17 |
 SYY (DividendGrowth) | Ex-Dividend | Oct 3, 2025 | $0.54 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
BBY (DividendGrowth) | Pay Day | Oct 9, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
GRG.L (knw500) | Pay Day | Oct 10, 2025 | $0.25 |
GD (DividendGrowth) | Ex-Dividend | Oct 10, 2025 | $1.50 |
ELS (DividendGrowth) | Pay Day | Oct 10, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Oct 15, 2025 | $0.62 |
XEL (DividendGrowth) | Pay Day | Oct 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
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 |
 PLUS.L (YieldKing) | Pay Day | Nov 11, 2025 | $0.49 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.8/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.73
-1.73
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.73
-1.73
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.36
High:
ABBV
101.37ABBVLow:
NIU
-16.79NIUDetails
PEG Ratio
299.3
High:
MCD
1,299.66MCDLow:NIU
-33.79NIUDetails
Price/Book
8.96
High:
HD
38.41HDLow:ABBV
-2,055.98ABBVDetails
Price/Sales
6.02
High:
MSFT
13.45MSFTLow:NIU
0.68NIUDetails
Price/CF
17.15
High:MSFT
27.26MSFTLow:
KGC
6.44KGCDetails
Price/FCF
46.73
High:
03690.HK
387.8103690.HKLow:KGC
10.9KGCDetails
P/E Ratio
27.36
High:ABBV
101.37ABBVLow:NIU
-16.79NIUDetails
PEG Ratio
299.3
High:MCD
1,299.66MCDLow:NIU
-33.79NIUDetails
Price/Book
8.96
High:HD
38.41HDLow:ABBV
-2,055.98ABBVDetails
Price/Sales
6.02
High:MSFT
13.45MSFTLow:NIU
0.68NIUDetails
Price/CF
17.15
High:MSFT
27.26MSFTLow:KGC
6.44KGCDetails
Price/FCF
46.73
High:03690.HK
387.8103690.HKLow:KGC
10.9KGCDetails
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 |