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+0.09%
Today
+0.09%
This Month
-1.62%
Year To Date
+36.67%
2 Years
+29.04%
5 Years
+4.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading94.82%
- 💵 Cash4.91%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.18%
- 🇺🇸 Nasdaq24.31%
- 🇬🇧 LSE16.58%
- 🌍 Digital Currency12.6%
- 🇩🇪 Xetra ETFs5.89%
- 🇩🇪 FRA2.4%
- 🇺🇸 Chicago Board Options Exchange1%
- 🇳🇱 Euronext Amsterdam0.79%
- 🇨🇭 SIX0.6%
- 🇪🇸 Bolsa De Madrid0.55%
- 🇩🇰 Copenhagen Stock Exchange0.51%
- 🇫🇷 Euronext Paris0.49%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🇮🇹 Borsa Italiana0.26%
- 🇦🇪 Dubai Financial Market0.18%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.41%
- 🇬🇧 United Kingdom4.43%
- 🇩🇪 Germany2.4%
- 🇨🇳 China1.93%
- 🇹🇼 Taiwan1.33%
- 🇳🇱 Netherlands1.06%
- 🇧🇲 Bermuda0.7%
- 🇨🇭 Switzerland0.63%
- 🇮🇹 Italy0.55%
- 🇪🇸 Spain0.55%
- 🇩🇰 Denmark0.51%
- 🇯🇵 Japan0.51%
- 🇫🇷 France0.49%
- 🇺🇾 Uruguay0.33%
- 🇨🇦 Canada0.32%
- 🇮🇪 Ireland0.22%
- 🇮🇱 Israel0.18%
- 🇭🇰 Hong Kong0.17%
- 🇸🇪 Sweden0.14%
- 🇳🇴 Norway0.13%
- 🇰🇾 Cayman Islands0.07%
- 🇫🇮 Finland0.07%
- 🇱🇺 Luxembourg0.07%
- 🇰🇷 South Korea0.06%
- 🇧🇷 Brazil0.04%
- 🇸🇬 Singapore0.02%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.03%
10 out of 11 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: YieldGrowth (4.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldGrowth | 0.41% | 4.25% | - |
 JeppeKirkBonde | 0.16% | 1.56% | - |
 thomaspj | 0.12% | 1.23% | - |
 CPHequities | 0.07% | 0.71% | - |
 ALTIA-Investment | 0.07% | 0.73% | - |
 ValueGurus | 0.07% | 0.69% | - |
 Richardstroud | 0.06% | 2.59% | - |
 The-Chameleon | 0.03% | 0.32% | - |
 Core-Dynamic | 0.03% | 0.28% | - |
 PrototypeVR | 0.02% | 0.94% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.38 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
 MUV2.DE (ALTIA-Investment) | Pay Day | May 6, 2025 | $22.60 |
 RACE (ALTIA-Investment) | Pay Day | May 6, 2025 | $3.12 |
 ASML.NV (ALTIA-Investment) | Pay Day | May 6, 2025 | $2.10 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | May 9, 2025 | $0.40 |
 LNG (CPHequities) | Ex-Dividend | May 9, 2025 | $0.50 |
MA (ValueGurus) | Pay Day | May 9, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 SAN.PA (Richardstroud) | Ex-Dividend | May 12, 2025 | $4.26 |
 AAPL (PrototypeVR) | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (CPHequities) | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $0.26 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
AAPL (ALTIA-Investment) | Ex-Dividend | May 12, 2025 | $0.26 |
 PAYX (ALTIA-Investment) | Ex-Dividend | May 12, 2025 | $0.98 |
 V (Richardstroud) | Ex-Dividend | May 13, 2025 | $0.59 |
 OSB.L (Richardstroud) | Pay Day | May 13, 2025 | $0.30 |
V (CPHequities) | Ex-Dividend | May 13, 2025 | $0.59 |
V (thomaspj) | Ex-Dividend | May 13, 2025 | $0.59 |
SAN.PA (Richardstroud) | Pay Day | May 14, 2025 | $4.26 |
 TGT (Richardstroud) | Ex-Dividend | May 14, 2025 | $1.12 |
 AER (CPHequities) | Ex-Dividend | May 14, 2025 | $0.27 |
 SAP.DE (ALTIA-Investment) | Ex-Dividend | May 14, 2025 | $2.35 |
 MSFT (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.83 |
 PG (Richardstroud) | Pay Day | May 15, 2025 | $1.06 |
 TSCO.L (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.12 |
 SHEL.L (Richardstroud) | Ex-Dividend | May 15, 2025 | $0.36 |
AAPL (PrototypeVR) | Pay Day | May 15, 2025 | $0.26 |
MSFT (PrototypeVR) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (CPHequities) | Pay Day | May 15, 2025 | $0.26 |
MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (JeppeKirkBonde) | Pay Day | May 15, 2025 | $0.26 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (ALTIA-Investment) | Pay Day | May 15, 2025 | $0.26 |
MSFT (ALTIA-Investment) | Ex-Dividend | May 15, 2025 | $0.83 |
 MS (ALTIA-Investment) | Pay Day | May 15, 2025 | $0.92 |
 0700.HK (Richardstroud) | Ex-Dividend | May 16, 2025 | $0.58 |
 COST (PrototypeVR) | Pay Day | May 16, 2025 | $1.30 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
SAP.DE (ALTIA-Investment) | Pay Day | May 16, 2025 | $2.35 |
COST (ALTIA-Investment) | Pay Day | May 16, 2025 | $1.30 |
 GEV (ALTIA-Investment) | Pay Day | May 16, 2025 | $0.25 |
LNG (CPHequities) | Pay Day | May 19, 2025 | $0.50 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 SAF.PA (ALTIA-Investment) | Ex-Dividend | May 27, 2025 | $3.04 |
 ABF.L (Richardstroud) | Ex-Dividend | May 29, 2025 | $0.28 |
 H (PrototypeVR) | Ex-Dividend | May 29, 2025 | $0.15 |
PAYX (ALTIA-Investment) | Pay Day | May 29, 2025 | $0.98 |
0700.HK (Richardstroud) | Pay Day | May 30, 2025 | $0.58 |
 GRG.L (Richardstroud) | Pay Day | May 30, 2025 | $0.64 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 IBKR (ValueGurus) | Ex-Dividend | May 30, 2025 | $0.32 |
GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
TGT (Richardstroud) | Pay Day | Jun 1, 2025 | $1.12 |
WFC (CPHequities) | Pay Day | Jun 1, 2025 | $0.40 |
 NKE (Richardstroud) | Ex-Dividend | Jun 2, 2025 | $0.40 |
V (Richardstroud) | Pay Day | Jun 2, 2025 | $0.59 |
V (CPHequities) | Pay Day | Jun 2, 2025 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Jun 2, 2025 | $0.71 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
SAF.PA (ALTIA-Investment) | Pay Day | Jun 2, 2025 | $3.04 |
V (thomaspj) | Pay Day | Jun 2, 2025 | $0.59 |
 00257.HK (PrototypeVR) | Ex-Dividend | Jun 3, 2025 | $0.01 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 QCOM (Richardstroud) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 LGEN.L (Richardstroud) | Pay Day | Jun 5, 2025 | $0.20 |
AER (CPHequities) | Pay Day | Jun 5, 2025 | $0.27 |
 BKNG (ALTIA-Investment) | Ex-Dividend | Jun 6, 2025 | $9.60 |
 GOOGL (Richardstroud) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (ALTIA-Investment) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (ValueGurus) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 ELV (ValueGurus) | Ex-Dividend | Jun 10, 2025 | $1.71 |
H (PrototypeVR) | Pay Day | Jun 11, 2025 | $0.15 |
MSFT (Richardstroud) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (PrototypeVR) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (PrototypeVR) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (ALTIA-Investment) | Pay Day | Jun 12, 2025 | $0.83 |
 KO (Richardstroud) | Ex-Dividend | Jun 13, 2025 | $0.51 |
IBKR (ValueGurus) | Pay Day | Jun 13, 2025 | $0.32 |
GOOGL (Richardstroud) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (ALTIA-Investment) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (ValueGurus) | Pay Day | Jun 16, 2025 | $0.21 |
 IJH (Richardstroud) | Pay Day | Jun 17, 2025 | $0.00 |
 VST (ALTIA-Investment) | Ex-Dividend | Jun 18, 2025 | $0.22 |
SHEL.L (Richardstroud) | Pay Day | Jun 23, 2025 | $0.36 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 DIS (Richardstroud) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (ValueGurus) | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
ELV (ValueGurus) | Pay Day | Jun 25, 2025 | $1.71 |
QCOM (Richardstroud) | Pay Day | Jun 26, 2025 | $0.89 |
 IS04.DE (The-Chameleon) | Pay Day | Jun 26, 2025 | $0.00 |
IS04.DE (Core-Dynamic) | Pay Day | Jun 26, 2025 | $0.00 |
TSCO.L (Richardstroud) | Pay Day | Jun 27, 2025 | $0.12 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
BKNG (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $9.60 |
VST (ALTIA-Investment) | Pay Day | Jun 30, 2025 | $0.22 |
KO (Richardstroud) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (Richardstroud) | Pay Day | Jul 1, 2025 | $0.40 |
MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
00257.HK (PrototypeVR) | Pay Day | Jul 2, 2025 | $0.01 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 3, 2025 | $2.04 |
ABF.L (Richardstroud) | Pay Day | Jul 4, 2025 | $0.28 |
TSM (PrototypeVR) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
DIS (Richardstroud) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (ValueGurus) | Pay Day | Jul 23, 2025 | $0.50 |
NXT.L (Richardstroud) | Pay Day | Aug 1, 2025 | $2.04 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-0.4
-0.4
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-0.4
-0.4
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.15% | Jan 2018 | - | 88 |