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+0.22%
This Month
+20.78%
Year To Date
+49.28%
2 Years
+42.89%
5 Years
+74.65%
10 Years
+9.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading17.38%
- 🏭 Industrial Services14.02%
- 📊 ETFs11.81%
- 🪨 Non Energy Minerals10.97%
- 🪙 Cryptocurrencies10.96%
- 💇♀️ Consumer Services6.42%
- 🍞 Consumer Non Durables6.38%
- 💵 Cash5.87%
- 🛍️ Retail Trade4.92%
- 🧬 Health Technology4.77%
- 🖥️ Technology Services4.56%
- 💻 Electronic Technology3.29%
- 🚗 Consumer Durables0.39%
- 🏥 Health Services0%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.85%
- 🇺🇸 Nasdaq15.95%
- 🌍 Digital Currency10.96%
- 🇨🇭 SIX3.11%
- 🇩🇰 Copenhagen Stock Exchange2.28%
- 🇬🇧 LSE1.8%
- 🇺🇸 Chicago Board Options Exchange1.09%
- 🇸🇪 Stockholm Stock Exchange0.68%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇩🇪 FRA0.37%
- 🇳🇱 Euronext Amsterdam0.25%
- 🇫🇷 Euronext Paris0.25%
- 🇦🇪 Dubai Financial Market0.23%
- 🇭🇰 Hong Kong Exchanges0.17%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.06%
- 🌍 CFD0.02%
- 🌍 FX0.01%
- 🇩🇪 Xetra ETFs0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.72%
- 🇨🇦 Canada11.47%
- 🇺🇾 Uruguay3.43%
- 🇬🇧 United Kingdom3.37%
- 🇨🇭 Switzerland3.18%
- 🇩🇰 Denmark2.28%
- 🇹🇼 Taiwan0.96%
- 🇨🇳 China0.85%
- 🇸🇪 Sweden0.68%
- 🇳🇱 Netherlands0.42%
- 🇪🇸 Spain0.4%
- 🇩🇪 Germany0.37%
- 🇫🇷 France0.24%
- 🇮🇱 Israel0.2%
- 🇳🇴 Norway0.12%
- 🇱🇺 Luxembourg0.1%
- 🇰🇷 South Korea0.07%
- 🇫🇮 Finland0.06%
- 🇮🇪 Ireland0.06%
- 🇧🇷 Brazil0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.45%
21 out of 37 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $MO (7.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WMB | 0.44% | 3.14% | $1.85 |
 JeppeKirkBonde | 0.11% | 1% | - |
 MCD | 0.11% | 2.33% | $6.53 |
 BTI | 0.1% | 5.19% | $2.92 |
 NESN.ZU | 0.09% | 3.86% | $3 |
 ABBV | 0.08% | 2.91% | $6.06 |
 NOVO-B.CO | 0.08% | 3.72% | $9.4 |
 MO | 0.07% | 7.07% | $3.92 |
 YieldKing | 0.06% | 3.51% | - |
 GD | 0.06% | 1.76% | $5.48 |
 DRI | 0.05% | 3.3% | $5.24 |
 KGC | 0.05% | 0.46% | $0.12 |
 ULVR.L | 0.04% | 3.51% | $1.47 |
 DividendGrowth | 0.03% | 2.6% | - |
 HD | 0.03% | 2.63% | $8.52 |
 HM-B.ST | 0.02% | 3.83% | $6.5 |
 GOOG | 0.01% | 0.26% | $0.2 |
 CRM | 0.01% | 0.66% | $0.4 |
 AI-Revolution | 0.01% | 0.21% | - |
 MSFT | 0% | 0.72% | $3 |
 knw500 | 0% | 0.58% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 3.8/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-1.81
-1.81
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-1.81
-1.81
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.54
High:
ABBV
172.57ABBVLow:
03690.HK
-259.5203690.HKDetails
PEG Ratio
201.72
High:
MCD
915.54MCDLow:
NIO
-92.27NIODetails
Price/Book
9.67
High:
HD
28.84HDLow:ABBV
-152.99ABBVDetails
Price/Sales
7.08
High:
MSFT
12.22MSFTLow:
NIU
0.47NIUDetails
Price/CF
18.53
High:03690.HK
64.3903690.HKLow:
HM-B.ST
7.5HM-B.STDetails
Price/FCF
48.59
High:03690.HK
387.8103690.HKLow:
KGC
14.85KGCDetails
P/E Ratio
30.54
High:ABBV
172.57ABBVLow:03690.HK
-259.5203690.HKDetails
PEG Ratio
201.72
High:MCD
915.54MCDLow:NIO
-92.27NIODetails
Price/Book
9.67
High:HD
28.84HDLow:ABBV
-152.99ABBVDetails
Price/Sales
7.08
High:MSFT
12.22MSFTLow:NIU
0.47NIUDetails
Price/CF
18.53
High:03690.HK
64.3903690.HKLow:HM-B.ST
7.5HM-B.STDetails
Price/FCF
48.59
High:03690.HK
387.8103690.HKLow:KGC
14.85KGCDetails
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 |
-1.96% | Oct 2025 | - | 3 |