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+0.61%
Today
+0.94%
This Month
+10.93%
Year To Date
+47.77%
2 Years
+53.47%
5 Years
+8.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🏭 Industrial Services14.71%
- 🪙 Cryptocurrencies13.38%
- 👥 Copy Trading13.33%
- 📊 ETFs12.17%
- 💇♀️ Consumer Services7.42%
- 🍞 Consumer Non Durables6.99%
- 🪨 Non Energy Minerals6.77%
- 🛍️ Retail Trade6.09%
- 🧬 Health Technology5.95%
- 💵 Cash4.89%
- 🖥️ Technology Services3.5%
- 💻 Electronic Technology2.89%
- 🚗 Consumer Durables0.35%
- 🚚 Transportation0%
- 🏥 Health Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE54.01%
- 🇺🇸 Nasdaq13.99%
- 🌍 Digital Currency13.38%
- 🇩🇰 Copenhagen Stock Exchange3.7%
- 🇨🇭 SIX3.5%
- 🇬🇧 LSE1.68%
- 🇺🇸 Chicago Board Options Exchange1.14%
- 🇸🇪 Stockholm Stock Exchange0.51%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇩🇪 FRA0.39%
- 🇫🇷 Euronext Paris0.18%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇦🇪 Dubai Financial Market0.14%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🌍 CFD0.01%
- 🇩🇪 Xetra ETFs0.01%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.4%
- 🇨🇦 Canada6.99%
- 🇺🇾 Uruguay4.52%
- 🇩🇰 Denmark3.7%
- 🇨🇭 Switzerland3.55%
- 🇬🇧 United Kingdom3.29%
- 🇨🇳 China0.72%
- 🇹🇼 Taiwan0.54%
- 🇸🇪 Sweden0.51%
- 🇪🇸 Spain0.4%
- 🇩🇪 Germany0.39%
- 🇯🇵 Japan0.25%
- 🇮🇱 Israel0.23%
- 🇳🇱 Netherlands0.21%
- 🇫🇷 France0.17%
- 🇱🇺 Luxembourg0.11%
- 🇳🇴 Norway0.09%
- 🇮🇪 Ireland0.06%
- 🇫🇮 Finland0.05%
- 🇰🇷 South Korea0.03%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
2.01%
31 out of 37 instruments pay dividend.
63 dividend payments in the next 30 days.
Highest Dividend: $SDIV (11.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.47% | 3.22% | $1.85 |
 AMZA | 0.17% | 6.57% | - |
 MCD | 0.12% | 2.28% | $6.53 |
 JeppeKirkBonde | 0.11% | 1.49% | - |
 BTI | 0.11% | 6.31% | $2.92 |
 NESN.ZU | 0.1% | 3.52% | $3 |
 DIV | 0.1% | 5.88% | - |
 ABBV | 0.08% | 3.36% | $6.06 |
 NOVO-B.CO | 0.08% | 2.32% | $9.4 |
 SDIV | 0.08% | 11.1% | - |
 MO | 0.08% | 6.88% | $3.92 |
 YieldKing | 0.06% | 4.11% | - |
 GD | 0.06% | 2.12% | $5.48 |
 DRI | 0.06% | 2.59% | $5.24 |
 KGC | 0.05% | 0.77% | $0.12 |
 ULVR.L | 0.04% | 3.25% | $1.47 |
 DividendGrowth | 0.03% | 2.6% | - |
 HD | 0.03% | 2.48% | $8.52 |
 VOOV | 0.03% | 2.22% | - |
 USRT | 0.03% | 2.87% | - |
 XLU | 0.02% | 2.89% | - |
 HM-B.ST | 0.02% | 4.97% | $6.5 |
 VOO | 0.02% | 1.37% | - |
 SPY | 0.01% | 1.29% | - |
 GOOG | 0.01% | 0.46% | $0.2 |
 QQQ | 0.01% | 0.58% | - |
 INDA | 0.01% | 0.74% | - |
 CRM | 0.01% | 0.59% | $0.4 |
 knw500 | 0.01% | 1.07% | - |
 AI-Revolution | 0.01% | 0.23% | - |
 MSFT | 0% | 0.69% | $3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (knw500) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
GOOG (YieldKing) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
JNJ (YieldKing) | Pay Day | Jun 10, 2025 | $1.30 |
 AGNC (YieldKing) | Pay Day | Jun 10, 2025 | $0.12 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (knw500) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
KGC | Pay Day | Jun 12, 2025 | $0.03 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (knw500) | Pay Day | Jun 12, 2025 | $0.83 |
 MMM (knw500) | Pay Day | Jun 12, 2025 | $0.73 |
BABA (knw500) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (YieldKing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
WMB | Ex-Dividend | Jun 13, 2025 | $0.50 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 ADM.L (knw500) | Pay Day | Jun 13, 2025 | $1.18 |
ULVR.L (knw500) | Pay Day | Jun 13, 2025 | $0.52 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.57 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (knw500) | Pay Day | Jun 16, 2025 | $0.21 |
META (knw500) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 EPR (knw500) | Pay Day | Jun 16, 2025 | $0.30 |
MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
 NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
GOOG (YieldKing) | Pay Day | Jun 16, 2025 | $0.21 |
META (YieldKing) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH (YieldKing) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 EL (YieldKing) | Pay Day | Jun 16, 2025 | $0.35 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
HD (knw500) | Pay Day | Jun 18, 2025 | $2.30 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
 ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
 GM (knw500) | Pay Day | Jun 19, 2025 | $0.15 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
 AVGO (AI-Revolution) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 SHEL (YieldKing) | Pay Day | Jun 23, 2025 | $0.72 |
BLK (YieldKing) | Pay Day | Jun 23, 2025 | $5.21 |
 DIS (knw500) | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH (YieldKing) | Pay Day | Jun 24, 2025 | $2.21 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (knw500) | Pay Day | Jun 26, 2025 | $0.52 |
META (YieldKing) | Pay Day | Jun 26, 2025 | $0.52 |
 BATS.L (YieldKing) | Ex-Dividend | Jun 26, 2025 | $0.76 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 TSCO.L (knw500) | Pay Day | Jun 27, 2025 | $0.12 |
LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
WMB | Pay Day | Jun 30, 2025 | $0.50 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
AVGO (AI-Revolution) | Pay Day | Jun 30, 2025 | $0.59 |
KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
 KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (knw500) | Pay Day | Jul 3, 2025 | $0.01 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $1.50 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2025 | $0.40 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (knw500) | Pay Day | Jul 10, 2025 | $0.95 |
BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
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 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
BATS.L (YieldKing) | Pay Day | Aug 1, 2025 | $0.76 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 28, 2025 | $0.05 |
GLEN.L (YieldKing) | Pay Day | Sep 19, 2025 | $0.05 |
HM-B.ST | Ex-Dividend | Nov 6, 2025 | $0.31 |
HM-B.ST | Pay Day | Nov 12, 2025 | $0.31 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 FXI (knw500) | 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
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-1.52
-1.52
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-1.52
-1.52
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.55
High:
ABBV
79.94ABBVLow:
NIU
-11.12NIUDetails
PEG Ratio
95.97
High:
DRI
348.74DRILow:
NIO
-56.76NIODetails
Price/Book
8.58
High:ABBV
233.19ABBVLow:NIO
-139.34NIODetails
Price/Sales
5.43
High:
MSFT
12.92MSFTLow:NIU
0.57NIUDetails
Price/CF
15.78
High:
MCD
23.66MCDLow:
KGC
6.04KGCDetails
Price/FCF
41.47
High:
03690.HK
387.8103690.HKLow:KGC
11.21KGCDetails
P/E Ratio
25.55
High:ABBV
79.94ABBVLow:NIU
-11.12NIUDetails
PEG Ratio
95.97
High:DRI
348.74DRILow:NIO
-56.76NIODetails
Price/Book
8.58
High:ABBV
233.19ABBVLow:NIO
-139.34NIODetails
Price/Sales
5.43
High:MSFT
12.92MSFTLow:NIU
0.57NIUDetails
Price/CF
15.78
High:MCD
23.66MCDLow:KGC
6.04KGCDetails
Price/FCF
41.47
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 |