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+0.44%
This Month
+4.34%
Year To Date
+35.21%
2 Years
+37.7%
5 Years
+81.09%
10 Years
+9.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.01%
- 🏭 Industrial Services16.02%
- 📊 ETFs10.41%
- 🪨 Non Energy Minerals9.4%
- 🪙 Cryptocurrencies7.54%
- 💇♀️ Consumer Services7.23%
- 🍞 Consumer Non Durables6.55%
- 🧬 Health Technology5.61%
- 🛍️ Retail Trade4.63%
- 🖥️ Technology Services4.07%
- 🧩 Miscellaneous3.86%
- 💻 Electronic Technology3.36%
- 💰 Finance0.49%
- 💵 Cash0.24%
- 🚗 Consumer Durables0.12%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.51%
- 🇺🇸 Nasdaq17.94%
- 🌍 Digital Currency7.54%
- 🇬🇧 LSE3.66%
- 🇨🇭 SIX3.14%
- 🇩🇰 Copenhagen Stock Exchange2.21%
- 🇺🇸 Chicago Board Options Exchange0.92%
- 🇳🇴 Oslo Stock Exchange0.62%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇫🇷 Euronext Paris0.29%
- 🇩🇪 FRA0.24%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇦🇪 Dubai Financial Market0.19%
- Regular Trading Hours - RTH0.09%
- 🇫🇮 Helsinki Stock Exchange0.07%
- 🌍 CFD0.05%
- 🇭🇰 Hong Kong Exchanges0.05%
- 🌍 FX0.01%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.57%
- 🇨🇦 Canada9.84%
- 🇬🇧 United Kingdom3.48%
- 🇨🇭 Switzerland3.23%
- 🇺🇾 Uruguay2.76%
- 🇩🇰 Denmark2.21%
- 🇹🇼 Taiwan1.29%
- 🇳🇱 Netherlands0.86%
- 🇳🇴 Norway0.62%
- 🇨🇳 China0.31%
- 🇫🇷 France0.28%
- 🇩🇪 Germany0.24%
- 🇮🇱 Israel0.19%
- 🇸🇪 Sweden0.19%
- 🇰🇷 South Korea0.16%
- 🇫🇮 Finland0.07%
- 🇱🇺 Luxembourg0.07%
- 🇧🇷 Brazil0.05%
- 🇮🇪 Ireland0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.55%
24 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $DNB.OL (6.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.45% | 2.83% | $1.85 |
 MCD | 0.15% | 2.79% | $6.53 |
 JeppeKirkBonde | 0.12% | 0.88% | - |
 BTI | 0.11% | 5.33% | $2.92 |
 ABBV | 0.1% | 2.7% | $6.06 |
 NESN.ZU | 0.08% | 3.6% | $3 |
 MO | 0.07% | 5.88% | $3.92 |
 NOVO-B.CO | 0.07% | 3.66% | $9.4 |
 YieldKing | 0.06% | 3.28% | - |
 GD | 0.06% | 1.69% | $5.48 |
 KGC | 0.06% | 0.59% | $0.12 |
 DRI | 0.05% | 3.22% | $5.24 |
 ULVR.L | 0.03% | 3.68% | $1.47 |
 DNB.OL | 0.03% | 6.06% | $16 |
 DividendGrowth | 0.03% | 2.3% | - |
 HD | 0.03% | 2.79% | $8.52 |
 AI-Revolution | 0.01% | 0.29% | - |
 GOOG | 0.01% | 0.26% | $0.2 |
 SPY | 0.01% | 0.99% | - |
 ROST | 0.01% | 0.72% | $1.41 |
 QQQ | 0.01% | 0.4% | - |
 CRM | 0.01% | 1.04% | $0.4 |
 MSFT | 0% | 0.94% | $3 |
 knw500 | 0% | 0.57% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 |
 ZTS (YieldKing) | Pay Day | Sep 1, 2026 | $0.53 |
GLEN.L (YieldKing) | Pay Day | Sep 18, 2026 | $0.09 |
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
26.44
High:ABBV
126.31ABBVLow:
NIU
-12.31NIUDetails
PEG Ratio
131.33
High:MCD
325.39MCDLow:NIU
-27.35NIUDetails
Price/Book
9.09
High:HD
24.67HDLow:MCD
-151.69MCDDetails
Price/Sales
7.03
High:GOOG
10.27GOOGLow:NIU
0.27NIUDetails
Price/CF
17.72
High:DNB.OL
55.59DNB.OLLow:KGC
8.58KGCDetails
Price/FCF
54.72
High:NOVO-B.CO
201.02NOVO-B.COLow:DNB.OL
6.03DNB.OLDetails
P/E Ratio
26.44
High:ABBV
126.31ABBVLow:NIU
-12.31NIUDetails
PEG Ratio
131.33
High:MCD
325.39MCDLow:NIU
-27.35NIUDetails
Price/Book
9.09
High:HD
24.67HDLow:MCD
-151.69MCDDetails
Price/Sales
7.03
High:GOOG
10.27GOOGLow:NIU
0.27NIUDetails
Price/CF
17.72
High:DNB.OL
55.59DNB.OLLow:KGC
8.58KGCDetails
Price/FCF
54.72
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 | - | 5 |
-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 |