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-3.94%
This Month
+2.68%
Year To Date
+35.89%
2 Years
+31.44%
5 Years
+78.2%
10 Years
+8.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.77%
- 🏭 Industrial Services15.1%
- 🪨 Non Energy Minerals11.1%
- 📊 ETFs10.03%
- 🪙 Cryptocurrencies7.62%
- 🍞 Consumer Non Durables6.16%
- 💇♀️ Consumer Services5.86%
- 🧬 Health Technology4.87%
- 🛍️ Retail Trade4.73%
- 🖥️ Technology Services4.5%
- 🧩 Miscellaneous3.96%
- 💻 Electronic Technology3.05%
- 💵 Cash2.02%
- 💰 Finance0.48%
- 🚗 Consumer Durables0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.08%
- 🇺🇸 Nasdaq18.31%
- 🌍 Digital Currency7.63%
- 🇬🇧 LSE3.64%
- 🇨🇭 SIX3.01%
- 🇩🇰 Copenhagen Stock Exchange2.02%
- 🇺🇸 Chicago Board Options Exchange0.91%
- 🇸🇪 Stockholm Stock Exchange0.66%
- 🇳🇴 Oslo Stock Exchange0.64%
- 🇳🇱 Euronext Amsterdam0.39%
- 🇫🇷 Euronext Paris0.3%
- 🇩🇪 FRA0.29%
- 🇦🇪 Dubai Financial Market0.2%
- 🇫🇮 Helsinki Stock Exchange0.08%
- Regular Trading Hours - RTH0.06%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🌍 CFD0.05%
- 🌍 Commodity0.01%
- 🌍 FX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.03%
- 🇨🇦 Canada11.59%
- 🇬🇧 United Kingdom3.31%
- 🇨🇭 Switzerland3.11%
- 🇺🇾 Uruguay2.55%
- 🇩🇰 Denmark2.02%
- 🇹🇼 Taiwan1.35%
- 🇳🇱 Netherlands0.83%
- 🇸🇪 Sweden0.66%
- 🇳🇴 Norway0.64%
- 🇨🇳 China0.58%
- 🇫🇷 France0.3%
- 🇩🇪 Germany0.29%
- 🇮🇱 Israel0.22%
- 🇰🇷 South Korea0.19%
- 🇫🇮 Finland0.08%
- 🇱🇺 Luxembourg0.07%
- 🇧🇷 Brazil0.06%
- 🇮🇪 Ireland0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.51%
25 out of 39 instruments pay dividend.
65 dividend payments in the next 30 days.
Highest Dividend: $DNB.OL (6.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.43% | 2.86% | $1.85 |
 JeppeKirkBonde | 0.12% | 0.87% | - |
 MCD | 0.11% | 2.68% | $6.53 |
 BTI | 0.11% | 5.72% | $2.92 |
 ABBV | 0.09% | 3% | $6.06 |
 NESN.ZU | 0.09% | 4.03% | $3 |
 NOVO-B.CO | 0.07% | 4.12% | $9.4 |
 MO | 0.07% | 6% | $3.92 |
 YieldKing | 0.06% | 3.29% | - |
 KGC | 0.06% | 0.5% | $0.12 |
 GD | 0.06% | 1.81% | $5.48 |
 DRI | 0.05% | 3.14% | $5.24 |
 ULVR.L | 0.03% | 4.08% | $1.47 |
 DNB.OL | 0.03% | 6.3% | $16 |
 DividendGrowth | 0.03% | 2.34% | - |
 HD | 0.03% | 3% | $8.52 |
 HM-B.ST | 0.02% | 4.28% | $6.5 |
 AI-Revolution | 0.01% | 0.28% | - |
 GOOG | 0.01% | 0.23% | $0.2 |
 SPY | 0.01% | 0.98% | - |
 ROST | 0.01% | 0.75% | $1.41 |
 CRM | 0.01% | 0.9% | $0.4 |
 QQQ | 0.01% | 0.38% | - |
 MSFT | 0% | 0.83% | $3 |
 knw500 | 0% | 0.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (knw500) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (YieldKing) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
ROST | Ex-Dividend | Jun 9, 2026 | $0.45 |
 JNJ (DividendGrowth) | Pay Day | Jun 9, 2026 | $1.34 |
JNJ (YieldKing) | Pay Day | Jun 9, 2026 | $1.34 |
 AGNC (YieldKing) | Pay Day | Jun 9, 2026 | $0.12 |
 CVX.US (DividendGrowth) | Pay Day | Jun 10, 2026 | $1.78 |
 SPGI (DividendGrowth) | Pay Day | Jun 10, 2026 | $0.97 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.70 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (knw500) | Pay Day | Jun 11, 2026 | $0.91 |
 BABA (knw500) | Ex-Dividend | Jun 11, 2026 | $1.05 |
MSFT (DividendGrowth) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (YieldKing) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
WMB | Ex-Dividend | Jun 12, 2026 | $0.53 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
 MMM (knw500) | Pay Day | Jun 12, 2026 | $0.78 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
 B (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (knw500) | Pay Day | Jun 15, 2026 | $0.22 |
META (knw500) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 EPR (knw500) | Pay Day | Jun 15, 2026 | $0.31 |
 KO (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 NEE (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.62 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 15, 2026 | $0.59 |
 SLGN (DividendGrowth) | Pay Day | Jun 15, 2026 | $0.21 |
GOOG (YieldKing) | Pay Day | Jun 15, 2026 | $0.22 |
META (YieldKing) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 EL (YieldKing) | Pay Day | Jun 15, 2026 | $0.35 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
MCD (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.86 |
 ADI.US (DividendGrowth) | Pay Day | Jun 16, 2026 | $1.10 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
NOC (DividendGrowth) | Pay Day | Jun 17, 2026 | $2.47 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
HD (knw500) | Pay Day | Jun 18, 2026 | $2.33 |
 GM (knw500) | Pay Day | Jun 18, 2026 | $0.18 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2026 | $0.96 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.60 |
 EVRG (DividendGrowth) | Pay Day | Jun 18, 2026 | $0.69 |
 FDS (DividendGrowth) | Pay Day | Jun 18, 2026 | $1.16 |
 EXPE (YieldKing) | Pay Day | Jun 18, 2026 | $0.48 |
 JKHY (DividendGrowth) | Pay Day | Jun 19, 2026 | $0.61 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 BLK (YieldKing) | Pay Day | Jun 23, 2026 | $5.73 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
META (knw500) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (DividendGrowth) | Pay Day | Jun 25, 2026 | $0.92 |
META (YieldKing) | Pay Day | Jun 25, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
ULVR.L | Pay Day | Jun 26, 2026 | $0.55 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
NVDA (knw500) | Pay Day | Jun 26, 2026 | $0.25 |
ULVR.L (knw500) | Pay Day | Jun 26, 2026 | $0.55 |
LMT (DividendGrowth) | Pay Day | Jun 26, 2026 | $3.45 |
 LHX (DividendGrowth) | Pay Day | Jun 26, 2026 | $1.25 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 26, 2026 | $0.54 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
WMB | Pay Day | Jun 29, 2026 | $0.53 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (YieldKing) | Pay Day | Jun 29, 2026 | $0.78 |
ROST | Pay Day | Jun 30, 2026 | $0.45 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 DIS (knw500) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.48 |
 UNP (DividendGrowth) | Pay Day | Jun 30, 2026 | $1.38 |
KO (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2026 | $0.41 |
 CAH (DividendGrowth) | Ex-Dividend | Jul 1, 2026 | $0.52 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.63 |
 RGLD (DividendGrowth) | Ex-Dividend | Jul 2, 2026 | $0.47 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 ROP (DividendGrowth) | Ex-Dividend | Jul 8, 2026 | $0.91 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
BBY (DividendGrowth) | Pay Day | Jul 9, 2026 | $0.96 |
 BATS.L (YieldKing) | Ex-Dividend | Jul 9, 2026 | $0.83 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2026 | $0.43 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
BTI | Ex-Dividend | Jul 10, 2026 | $0.83 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
ELS (DividendGrowth) | Pay Day | Jul 10, 2026 | $0.54 |
BABA (knw500) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
CAH (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2026 | $0.63 |
RGLD (DividendGrowth) | Pay Day | Jul 16, 2026 | $0.47 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2026 | $0.59 |
DIS (knw500) | Pay Day | Jul 22, 2026 | $0.75 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP (DividendGrowth) | Pay Day | Jul 22, 2026 | $0.91 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
LOW (DividendGrowth) | Pay Day | Aug 5, 2026 | $1.25 |
BATS.L (YieldKing) | Pay Day | Aug 14, 2026 | $0.83 |
BTI | Pay Day | Aug 19, 2026 | $0.83 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 26, 2026 | $0.09 |
GLEN.L (YieldKing) | Pay Day | Sep 18, 2026 | $0.09 |
HM-B.ST | Ex-Dividend | Nov 4, 2026 | $0.40 |
HM-B.ST | Pay Day | Nov 10, 2026 | $0.40 |
Performance Metrics
Score 3.9/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-1.59
-1.59
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-1.59
-1.59
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-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
26.68
High:ABBV
110.94ABBVLow:
NIU
-13.57NIUDetails
PEG Ratio
123.01
High:MCD
323.09MCDLow:NIU
-30.15NIUDetails
Price/Book
8.95
High:HD
22.27HDLow:MCD
-150.65MCDDetails
Price/Sales
7.31
High:GOOG
10.68GOOGLow:NIU
0.3NIUDetails
Price/CF
17.84
High:DNB.OL
55.59DNB.OLLow:KGC
8.58KGCDetails
Price/FCF
54.54
High:NOVO-B.CO
201.02NOVO-B.COLow:DNB.OL
6.03DNB.OLDetails
P/E Ratio
26.68
High:ABBV
110.94ABBVLow:NIU
-13.57NIUDetails
PEG Ratio
123.01
High:MCD
323.09MCDLow:NIU
-30.15NIUDetails
Price/Book
8.95
High:HD
22.27HDLow:MCD
-150.65MCDDetails
Price/Sales
7.31
High:GOOG
10.68GOOGLow:NIU
0.3NIUDetails
Price/CF
17.84
High:DNB.OL
55.59DNB.OLLow:KGC
8.58KGCDetails
Price/FCF
54.54
High:NOVO-B.CO
201.02NOVO-B.COLow:DNB.OL
6.03DNB.OLDetails
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 | - | 4 |
-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 |
-1.96% | Oct 2025 | Jan 2026 | 3 |