Loading...
-0.71%
This Month
+21.06%
Year To Date
+64.57%
2 Years
+45.93%
5 Years
+75.06%
10 Years
+9.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading17.13%
- 🏭 Industrial Services13.87%
- 🪙 Cryptocurrencies12.68%
- 📊 ETFs11.51%
- 🪨 Non Energy Minerals10.27%
- 💇♀️ Consumer Services6.43%
- 🍞 Consumer Non Durables6.4%
- 💵 Cash5.7%
- 🧬 Health Technology5.13%
- 🛍️ Retail Trade4.91%
- 🖥️ Technology Services4%
- 💻 Electronic Technology3.22%
- 🚗 Consumer Durables0.5%
- 🚚 Transportation0%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.58%
- 🇺🇸 Nasdaq15.3%
- 🌍 Digital Currency12.68%
- 🇨🇭 SIX3.23%
- 🇩🇰 Copenhagen Stock Exchange2.61%
- 🇬🇧 LSE1.79%
- 🇺🇸 Chicago Board Options Exchange1.1%
- 🇸🇪 Stockholm Stock Exchange0.65%
- 🇩🇪 FRA0.41%
- 🇪🇸 Bolsa De Madrid0.38%
- 🇫🇷 Euronext Paris0.25%
- 🇦🇪 Dubai Financial Market0.22%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.07%
- 🌍 CFD0.02%
- 🌍 FX0.01%
- 🌍 Commodity0.01%
- 🇩🇪 Xetra ETFs0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.26%
- 🇨🇦 Canada10.69%
- 🇺🇾 Uruguay3.32%
- 🇨🇭 Switzerland3.29%
- 🇬🇧 United Kingdom3.15%
- 🇩🇰 Denmark2.61%
- 🇨🇳 China0.98%
- 🇹🇼 Taiwan0.84%
- 🇸🇪 Sweden0.65%
- 🇩🇪 Germany0.41%
- 🇪🇸 Spain0.38%
- 🇳🇱 Netherlands0.37%
- 🇫🇷 France0.24%
- 🇮🇱 Israel0.18%
- 🇳🇴 Norway0.12%
- 🇱🇺 Luxembourg0.1%
- 🇫🇮 Finland0.07%
- 🇰🇷 South Korea0.06%
- 🇮🇪 Ireland0.05%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.43%
21 out of 37 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: $MO (6.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.43% | 3.13% | $1.85 |
 JeppeKirkBonde | 0.11% | 1% | - |
 MCD | 0.11% | 2.31% | $6.53 |
 BTI | 0.1% | 5.88% | $2.92 |
 NESN.ZU | 0.09% | 3.67% | $3 |
 NOVO-B.CO | 0.08% | 3.27% | $9.4 |
 ABBV | 0.08% | 2.83% | $6.06 |
 MO | 0.07% | 6.4% | $3.92 |
 YieldKing | 0.06% | 3.63% | - |
 GD | 0.06% | 1.76% | $5.48 |
 DRI | 0.05% | 3.09% | $5.24 |
 KGC | 0.05% | 0.48% | $0.12 |
 ULVR.L | 0.04% | 3.29% | $1.47 |
 DividendGrowth | 0.03% | 2.52% | - |
 HD | 0.03% | 2.36% | $8.52 |
 HM-B.ST | 0.02% | 3.82% | $6.5 |
 GOOG | 0.01% | 0.32% | $0.2 |
 CRM | 0.01% | 0.65% | $0.4 |
 AI-Revolution | 0.01% | 0.21% | - |
 MSFT | 0% | 0.66% | $3 |
 knw500 | 0% | 0.56% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LOW (DividendGrowth) | Ex-Dividend | Oct 22, 2025 | $1.20 |
 JDW.L (knw500) | Ex-Dividend | Oct 23, 2025 | $0.11 |
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2025 | $1.06 |
 SYY (DividendGrowth) | Pay Day | Oct 24, 2025 | $0.54 |
 MKC (DividendGrowth) | Pay Day | Oct 27, 2025 | $0.45 |
 GE (AI-Revolution) | Pay Day | Oct 27, 2025 | $0.36 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 EPR (knw500) | Ex-Dividend | Oct 31, 2025 | $0.30 |
 EIX (DividendGrowth) | Pay Day | Oct 31, 2025 | $0.83 |
 TXN.RTH (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2025 | $0.57 |
 AGNC (YieldKing) | Ex-Dividend | Oct 31, 2025 | $0.12 |
DRI | Pay Day | Nov 3, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
LOW (DividendGrowth) | Pay Day | Nov 5, 2025 | $1.20 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 MA (knw500) | Pay Day | Nov 7, 2025 | $0.76 |
 AXP (knw500) | Pay Day | Nov 10, 2025 | $0.82 |
 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 |
 TGT.RTH (DividendGrowth) | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN.RTH (DividendGrowth) | Pay Day | Nov 12, 2025 | $1.42 |
AGNC (YieldKing) | Pay Day | Nov 12, 2025 | $0.12 |
ABBV | Pay Day | Nov 14, 2025 | $1.64 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
 BTRW.L (knw500) | Pay Day | Nov 14, 2025 | $0.16 |
 CL (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.52 |
GD (DividendGrowth) | Pay Day | Nov 14, 2025 | $1.50 |
CASY (DividendGrowth) | Pay Day | Nov 14, 2025 | $0.57 |
 ACN.RTH (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
EPR (knw500) | Pay Day | Nov 17, 2025 | $0.30 |
PG (DividendGrowth) | Pay Day | Nov 17, 2025 | $1.06 |
 LHX (DividendGrowth) | Ex-Dividend | Nov 17, 2025 | $1.20 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (knw500) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (YieldKing) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $1.30 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 25, 2025 | $0.96 |
JNJ (YieldKing) | Ex-Dividend | Nov 25, 2025 | $1.30 |
JDW.L (knw500) | Pay Day | Nov 27, 2025 | $0.11 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT.RTH (DividendGrowth) | Pay Day | Dec 1, 2025 | $1.14 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 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 |
LHX (DividendGrowth) | Pay Day | Dec 5, 2025 | $1.20 |
JNJ (DividendGrowth) | Pay Day | Dec 9, 2025 | $1.30 |
JNJ (YieldKing) | Pay Day | Dec 9, 2025 | $1.30 |
SPGI (DividendGrowth) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (knw500) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (DividendGrowth) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (YieldKing) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 BATS.L (YieldKing) | Ex-Dividend | Dec 29, 2025 | $0.76 |
BTI | Ex-Dividend | Dec 30, 2025 | $0.75 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
LMT (DividendGrowth) | Pay Day | Dec 30, 2025 | $3.45 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
BATS.L (YieldKing) | Pay Day | Feb 4, 2026 | $0.76 |
BTI | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 4/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-1.39
-1.39
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.63
0.63
0
1
2
3
3
Jensen's Alpha
-1.39
-1.39
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.89
0.89
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.88
High:
ABBV
110.44ABBVLow:
NIU
-16.71NIUDetails
PEG Ratio
256.33
High:
MCD
1,261.85MCDLow:NIU
-33.63NIUDetails
Price/Book
9.37
High:
HD
36.28HDLow:ABBV
-2,239.96ABBVDetails
Price/Sales
6.4
High:
MSFT
13.69MSFTLow:NIU
0.67NIUDetails
Price/CF
16.85
High:MSFT
27.26MSFTLow:
KGC
6.44KGCDetails
Price/FCF
45.55
High:
03690.HK
387.8103690.HKLow:KGC
10.9KGCDetails
P/E Ratio
28.88
High:ABBV
110.44ABBVLow:NIU
-16.71NIUDetails
PEG Ratio
256.33
High:MCD
1,261.85MCDLow:NIU
-33.63NIUDetails
Price/Book
9.37
High:HD
36.28HDLow:ABBV
-2,239.96ABBVDetails
Price/Sales
6.4
High:MSFT
13.69MSFTLow:NIU
0.67NIUDetails
Price/CF
16.85
High:MSFT
27.26MSFTLow:KGC
6.44KGCDetails
Price/FCF
45.55
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 |
-0.71% | Oct 2025 | - | 1 |