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+1.67%
This Month
+6.07%
Year To Date
+29.38%
2 Years
+32.03%
5 Years
+84.09%
10 Years
+9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading19.03%
- 🏭 Industrial Services14.8%
- 🪙 Cryptocurrencies9.34%
- 🪨 Non Energy Minerals8.99%
- 📊 ETFs7.73%
- 💇♀️ Consumer Services6.94%
- 🍞 Consumer Non Durables6.49%
- 🧬 Health Technology5.71%
- 🖥️ Technology Services4.52%
- 🧩 Miscellaneous3.91%
- 💵 Cash3.72%
- 🛍️ Retail Trade3.7%
- 💻 Electronic Technology3.14%
- 💰 Finance2.67%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.16%
- 🇺🇸 Nasdaq16.45%
- 🌍 Digital Currency9.34%
- 🇬🇧 LSE3.63%
- 🇨🇭 SIX3.11%
- 🇳🇴 Oslo Stock Exchange2.78%
- 🇩🇰 Copenhagen Stock Exchange1.79%
- 🇺🇸 Chicago Board Options Exchange0.88%
- Regular Trading Hours - RTH0.52%
- 🇳🇱 Euronext Amsterdam0.36%
- 🇫🇷 Euronext Paris0.26%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇦🇪 Dubai Financial Market0.19%
- 🇩🇪 FRA0.15%
- 🇫🇮 Helsinki Stock Exchange0.08%
- 🇭🇰 Hong Kong Exchanges0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.04%
- 🇨🇦 Canada9.52%
- 🇬🇧 United Kingdom3.47%
- 🇨🇭 Switzerland3.21%
- 🇺🇾 Uruguay2.85%
- 🇳🇴 Norway2.78%
- 🇩🇰 Denmark1.79%
- 🇹🇼 Taiwan1.29%
- 🇳🇱 Netherlands0.71%
- 🇫🇷 France0.26%
- 🇸🇪 Sweden0.19%
- 🇮🇱 Israel0.16%
- 🇨🇳 China0.15%
- 🇰🇷 South Korea0.15%
- 🇩🇪 Germany0.15%
- 🇫🇮 Finland0.08%
- 🇱🇺 Luxembourg0.06%
- 🇧🇷 Brazil0.04%
- 🇮🇪 Ireland0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.64%
22 out of 32 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $MO (5.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.42% | 2.85% | $1.85 |
 MCD | 0.15% | 3.05% | $6.53 |
 DNB.OL | 0.15% | 5.72% | $16 |
 JeppeKirkBonde | 0.11% | 0.91% | - |
 BTI | 0.1% | 5.61% | $2.92 |
 ABBV | 0.1% | 2.44% | $6.06 |
 NESN.ZU | 0.09% | 3.71% | $3 |
 NOVO-B.CO | 0.07% | 4.47% | $9.4 |
 MO | 0.07% | 5.81% | $3.92 |
 YieldKing | 0.06% | 3.22% | - |
 KGC | 0.06% | 0.63% | $0.12 |
 GD | 0.06% | 1.81% | $5.48 |
 DRI | 0.05% | 2.91% | $5.24 |
 ULVR.L | 0.03% | 3.42% | $1.47 |
 DividendGrowth | 0.03% | 2.21% | - |
 HD | 0.03% | 2.95% | $8.52 |
 AI-Revolution | 0.01% | 0.3% | - |
 GOOG | 0.01% | 0.26% | $0.2 |
 SPY | 0.01% | 0.96% | - |
 QQQ | 0.01% | 0.39% | - |
 CRM | 0.01% | 0.71% | $0.4 |
 MSFT | 0% | 0.7% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORCL (AI-Revolution) | Pay Day | Oct 23, 2026 | $0.50 |
 PG (DividendGrowth) | Ex-Dividend | Oct 24, 2026 | $1.09 |
 MKC (DividendGrowth) | Pay Day | Oct 26, 2026 | $0.48 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 27, 2026 | $3.15 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $8.60 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $9.76 |
ASML (AI-Revolution) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MU (JeppeKirkBonde) | Pay Day | Oct 29, 2026 | $0.15 |
MU (AI-Revolution) | Pay Day | Oct 29, 2026 | $0.15 |
 MRVL (AI-Revolution) | Pay Day | Oct 29, 2026 | $0.06 |
 AGNC (YieldKing) | Ex-Dividend | Oct 30, 2026 | $0.12 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2026 | $1.50 |
 TXN (DividendGrowth) | Ex-Dividend | Oct 31, 2026 | $1.42 |
 CASY (DividendGrowth) | Ex-Dividend | Oct 31, 2026 | $0.57 |
TXN (AI-Revolution) | Ex-Dividend | Oct 31, 2026 | $1.42 |
DRI | Pay Day | Nov 2, 2026 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 2, 2026 | $0.15 |
 BMY (DividendGrowth) | Pay Day | Nov 2, 2026 | $0.63 |
 AGRO (JeppeKirkBonde) | Ex-Dividend | Nov 4, 2026 | $0.12 |
 LOW (DividendGrowth) | Pay Day | Nov 4, 2026 | $1.25 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Nov 5, 2026 | $0.17 |
 INTC (YieldKing) | Ex-Dividend | Nov 7, 2026 | $0.12 |
INTC (AI-Revolution) | Ex-Dividend | Nov 7, 2026 | $0.12 |
 V (YieldKing) | Ex-Dividend | Nov 11, 2026 | $0.67 |
BTI | Pay Day | Nov 12, 2026 | $0.83 |
 TGT (DividendGrowth) | Ex-Dividend | Nov 12, 2026 | $1.14 |
 BRO (DividendGrowth) | Ex-Dividend | Nov 12, 2026 | $0.17 |
GD | Pay Day | Nov 13, 2026 | $1.59 |
 ACN (DividendGrowth) | Pay Day | Nov 13, 2026 | $1.63 |
 KR (DividendGrowth) | Ex-Dividend | Nov 14, 2026 | $0.35 |
 CHD (DividendGrowth) | Ex-Dividend | Nov 14, 2026 | $0.31 |
 SHEL (YieldKing) | Ex-Dividend | Nov 14, 2026 | $0.78 |
ABBV | Pay Day | Nov 16, 2026 | $1.73 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CEG (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $0.43 |
 EVRG (DividendGrowth) | Ex-Dividend | Nov 18, 2026 | $0.69 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Nov 19, 2026 | $0.70 |
 CVX.US (DividendGrowth) | Ex-Dividend | Nov 19, 2026 | $1.78 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
KGC | Ex-Dividend | Nov 20, 2026 | $0.04 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (DividendGrowth) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (YieldKing) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | Nov 20, 2026 | $0.53 |
 SHW (DividendGrowth) | Ex-Dividend | Nov 21, 2026 | $0.80 |
 JNJ (DividendGrowth) | Ex-Dividend | Nov 25, 2026 | $1.34 |
JNJ (YieldKing) | Ex-Dividend | Nov 25, 2026 | $1.34 |
 SPGI (DividendGrowth) | Ex-Dividend | Nov 26, 2026 | $0.97 |
 EXPE (YieldKing) | Ex-Dividend | Nov 27, 2026 | $0.48 |
 NEE (DividendGrowth) | Ex-Dividend | Nov 28, 2026 | $0.62 |
MCD | Ex-Dividend | Dec 1, 2026 | $1.86 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 B (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $0.17 |
MCD (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.86 |
 NKE (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $0.41 |
LMT (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 UNP (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.38 |
NOC (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 SLGN (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $0.21 |
 ADI.US (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.10 |
 FDS (DividendGrowth) | Ex-Dividend | Dec 1, 2026 | $1.16 |
NKE (YieldKing) | Ex-Dividend | Dec 1, 2026 | $0.41 |
 EL (YieldKing) | Ex-Dividend | Dec 1, 2026 | $0.35 |
HD | Ex-Dividend | Dec 3, 2026 | $2.33 |
 QCOM (DividendGrowth) | Ex-Dividend | Dec 3, 2026 | $0.92 |
 LIN (DividendGrowth) | Ex-Dividend | Dec 3, 2026 | $1.60 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
 D (JeppeKirkBonde) | Ex-Dividend | Dec 4, 2026 | $0.67 |
 PEP (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $1.48 |
 LHX (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $1.25 |
 JKHY (DividendGrowth) | Ex-Dividend | Dec 4, 2026 | $0.61 |
GOOG (YieldKing) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 GOOGL (AI-Revolution) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 BLK (YieldKing) | Ex-Dividend | Dec 8, 2026 | $5.73 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (AI-Revolution) | Ex-Dividend | Dec 10, 2026 | $0.25 |
WMB | Ex-Dividend | Dec 11, 2026 | $0.53 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2026 | $0.10 |
 CNQ (DividendGrowth) | Ex-Dividend | Dec 11, 2026 | $0.47 |
 UNH (YieldKing) | Ex-Dividend | Dec 14, 2026 | $2.21 |
 VRT (AI-Revolution) | Ex-Dividend | Dec 14, 2026 | $0.06 |
MO | Ex-Dividend | Dec 15, 2026 | $1.06 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 15, 2026 | $0.43 |
 KO (DividendGrowth) | Ex-Dividend | Dec 15, 2026 | $0.53 |
 XEL (DividendGrowth) | Ex-Dividend | Dec 15, 2026 | $0.59 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Dec 16, 2026 | $0.95 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
 BBY (DividendGrowth) | Ex-Dividend | Dec 17, 2026 | $0.96 |
CRM (AI-Revolution) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 META (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 VST (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.23 |
META (YieldKing) | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 AVGO (AI-Revolution) | Ex-Dividend | Dec 21, 2026 | $0.65 |
 LRCX (AI-Revolution) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 RL (JeppeKirkBonde) | Ex-Dividend | Dec 25, 2026 | $1.00 |
 ELS (DividendGrowth) | Ex-Dividend | Dec 25, 2026 | $0.54 |
 HST (JeppeKirkBonde) | Ex-Dividend | Dec 30, 2026 | $0.20 |
 CAH (DividendGrowth) | Ex-Dividend | Jan 1, 2027 | $0.52 |
BTI | Ex-Dividend | Jan 2, 2027 | $0.83 |
BMY (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.63 |
 RSG (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.63 |
 ROP (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.91 |
 RGLD (DividendGrowth) | Ex-Dividend | Jan 2, 2027 | $0.47 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jan 6, 2027 | $1.50 |
GD | Ex-Dividend | Jan 9, 2027 | $1.59 |
DRI | Ex-Dividend | Jan 9, 2027 | $1.50 |
ORCL (AI-Revolution) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL (AI-Revolution) | Ex-Dividend | Jan 9, 2027 | $0.06 |
ACN (DividendGrowth) | Ex-Dividend | Jan 13, 2027 | $1.63 |
MKC (DividendGrowth) | Ex-Dividend | Jan 13, 2027 | $0.48 |
MU (JeppeKirkBonde) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (AI-Revolution) | Ex-Dividend | Jan 14, 2027 | $0.15 |
ABBV | Ex-Dividend | Jan 15, 2027 | $1.73 |
FCX (JeppeKirkBonde) | Ex-Dividend | Jan 15, 2027 | $0.15 |
 ZTS (YieldKing) | Ex-Dividend | Jan 20, 2027 | $0.53 |
 VALE (JeppeKirkBonde) | Ex-Dividend | Feb 13, 2027 | $0.14 |
NOVO-B.CO | Ex-Dividend | Feb 14, 2027 | $1.26 |
NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Feb 14, 2027 | $1.26 |
 PLUS.L (YieldKing) | Ex-Dividend | Feb 25, 2027 | $0.43 |
 ANTO.L (JeppeKirkBonde) | Ex-Dividend | Mar 1, 2027 | $0.48 |
 GLEN.L (YieldKing) | Ex-Dividend | Mar 1, 2027 | $0.09 |
 ABBN.ZU (JeppeKirkBonde) | Ex-Dividend | Mar 23, 2027 | $1.19 |
 FORTUM.HE (JeppeKirkBonde) | Ex-Dividend | Apr 1, 2027 | $0.87 |
 SREN.ZU (YieldKing) | Ex-Dividend | Apr 14, 2027 | $8.00 |
NESN.ZU | Ex-Dividend | Apr 20, 2027 | $3.96 |
DNB.OL | Ex-Dividend | Apr 22, 2027 | $1.87 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2027 | $0.42 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2027 | $1.18 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2027 | $3.00 |
 SU.PA (YieldKing) | Ex-Dividend | May 11, 2027 | $4.94 |
 RHM.DE (JeppeKirkBonde) | Ex-Dividend | May 13, 2027 | $13.50 |
 BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2027 | $1.05 |
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
-1.48
-1.48
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-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
-1.48
-1.48
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.17
High:ABBV
81.73ABBVLow:KGC
8.92KGCDetails
PEG Ratio
1.23
High:ULVR.L
4.06ULVR.LLow:KGC
0.08KGCDetails
Price/Book
7.58
High:HD
16.89HDLow:MCD
-161.19MCDDetails
Price/Sales
6.88
High:MSFT
11.78MSFTLow:GD
1.65GDDetails
Price/CF
18.81
High:GOOG
23.42GOOGLow:KGC
6.34KGCDetails
Price/FCF
66.41
High:BTI
1,042.74BTILow:
MELI
9.64MELIDetails
P/E Ratio
20.17
High:ABBV
81.73ABBVLow:KGC
8.92KGCDetails
PEG Ratio
1.23
High:ULVR.L
4.06ULVR.LLow:KGC
0.08KGCDetails
Price/Book
7.58
High:HD
16.89HDLow:MCD
-161.19MCDDetails
Price/Sales
6.88
High:MSFT
11.78MSFTLow:GD
1.65GDDetails
Price/CF
18.81
High:GOOG
23.42GOOGLow:KGC
6.34KGCDetails
Price/FCF
66.41
High:BTI
1,042.74BTILow:MELI
9.64MELIDetails
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 | Aug 2026 | 5 |
-5.53% | Jul 2021 | Oct 2021 | 3 |
-5.43% | May 2021 | Jun 2021 | 1 |
-5.22% | Sep 2026 | - | 2 |
-4.63% | Dec 2024 | Apr 2025 | 4 |
-3.47% | Feb 2021 | Apr 2021 | 2 |
-1.96% | Oct 2025 | Jan 2026 | 3 |