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+0.45%
Today
-3.55%
This Month
-5.45%
Year To Date
+90.03%
2 Years
+65.03%
5 Years
+11.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading49.77%
- 💻 Electronic Technology15.07%
- 📊 ETFs8.1%
- 🖥️ Technology Services6.79%
- 🪙 Cryptocurrencies6.72%
- 💰 Finance3.09%
- 📡 Communications2.48%
- 🛍️ Retail Trade2.13%
- 🏥 Health Services1.44%
- 🚗 Consumer Durables1.42%
- 🧬 Health Technology1.07%
- 🛠️ Producer Manufacturing0.93%
- 🪨 Non Energy Minerals0.87%
- ⛏️ Energy Minerals0.85%
- 🍞 Consumer Non Durables0.82%
- 🧪 Process Industries0.12%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.12%
- 🇺🇸 Nasdaq27.07%
- 🌍 Digital Currency16.3%
- 🇩🇪 FRA5.7%
- 🇭🇰 Hong Kong Exchanges4.37%
- 🇮🇹 Borsa Italiana3.98%
- 🇺🇸 Chicago Board Options Exchange2.51%
- 🇫🇷 Euronext Paris2.1%
- 🇨🇭 SIX2.02%
- 🇬🇧 LSE1.26%
- 🇪🇸 Bolsa De Madrid1.09%
- 🇩🇰 Copenhagen Stock Exchange0.46%
- 🇦🇺 Sydney0.45%
- 🇦🇪 Dubai Financial Market0.33%
- 🇸🇪 Stockholm Stock Exchange0.26%
- 🇳🇴 Oslo Stock Exchange0.25%
- 🇫🇮 Helsinki Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.16%
- 🇩🇪 Germany6.93%
- 🇨🇳 China5.67%
- 🇮🇹 Italy3.98%
- 🇫🇷 France2.1%
- 🇨🇭 Switzerland2.02%
- 🇬🇧 United Kingdom1.8%
- 🇯🇵 Japan1.14%
- 🇪🇸 Spain1.09%
- 🇩🇰 Denmark1.08%
- 🇺🇾 Uruguay0.99%
- 🇨🇦 Canada0.98%
- 🇹🇼 Taiwan0.97%
- 🇳🇱 Netherlands0.54%
- 🇦🇺 Australia0.45%
- 🇸🇪 Sweden0.26%
- 🇳🇴 Norway0.25%
- 🇮🇪 Ireland0.22%
- 🇱🇺 Luxembourg0.17%
- 🇫🇮 Finland0.11%
- 🇰🇷 South Korea0.08%
- 🇧🇷 Brazil0.08%
- 🇮🇱 Israel0.06%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.34%
30 out of 54 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $ETL.PA (22.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.29% | 1.55% | - |
 DividendGrowth | 0.26% | 2.65% | - |
 ETL.PA | 0.14% | 22.13% | - |
 Dafne17 | 0.13% | 0.82% | - |
 3988.HK | 0.06% | 5.69% | $0.26 |
 0728.HK | 0.05% | 4.69% | $0.26 |
 LMT | 0.05% | 2.78% | $12.45 |
 CVX | 0.04% | 4.79% | $6.28 |
 DB | 0.03% | 3% | $0.49 |
 UBSG.ZU | 0.03% | 3.18% | $0.64 |
 IBM | 0.03% | 2.8% | $6.65 |
 LDO.MI | 0.03% | 1.16% | $0.28 |
 SIE.DE | 0.03% | 2.78% | $4.7 |
 IVG.MI | 0.02% | 2.45% | $0.22 |
 MOAT | 0.02% | 1.44% | - |
 RHM.DE | 0.02% | 0.55% | $5.7 |
 UNH | 0.02% | 1.85% | $7.74 |
 FCX | 0.02% | 1.82% | $0.6 |
 HO.PA | 0.02% | 1.46% | $3.4 |
 NVO | 0.01% | 2.03% | $0.98 |
 BABA | 0.01% | 0.9% | $0.98 |
 0700.HK | 0.01% | 0.98% | $3.4 |
 KLAC | 0.01% | 0.99% | $5.65 |
 MSFT | 0.01% | 0.88% | $3 |
 BC.MI | 0.01% | 0.94% | $0.91 |
 RR.L | 0.01% | 0.84% | - |
 AAPL | 0% | 0.51% | $0.97 |
 META | 0% | 0.4% | $1 |
 GBTC | 0% | 0.16% | $0.11 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
IVG.MI | Ex-Dividend | Apr 22, 2025 | $0.34 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
IVG.MI | Pay Day | Apr 24, 2025 | $0.34 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 CRM (Dafne17) | Pay Day | Apr 24, 2025 | $0.42 |
 QQQ (Dafne17) | Pay Day | Apr 24, 2025 | $- |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
FCX | Pay Day | May 1, 2025 | $0.15 |
FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Dafne17) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (DividendGrowth) | Pay Day | May 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | May 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | May 15, 2025 | $0.50 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
BC.MI | Ex-Dividend | May 19, 2025 | $1.02 |
HO.PA | Ex-Dividend | May 20, 2025 | $3.00 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
BC.MI | Pay Day | May 21, 2025 | $1.02 |
HO.PA | Pay Day | May 22, 2025 | $3.00 |
DB | Ex-Dividend | May 23, 2025 | $0.71 |
DB | Pay Day | May 27, 2025 | $0.71 |
 JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Dafne17) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 FXI (Dafne17) | Pay Day | Jun 17, 2025 | $- |
 EWZ (Dafne17) | Pay Day | Jun 17, 2025 | $- |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 FIW.US (Dafne17) | Pay Day | Jun 28, 2025 | $- |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 VOOV (Dafne17) | Pay Day | Jul 2, 2025 | $- |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
INDA (Dafne17) | Pay Day | Dec 20, 2025 | $- |
MOAT | Pay Day | Dec 24, 2025 | $- |
 TAN (Dafne17) | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 5/10
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
1.53
1.53
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
1.53
1.53
-2
0
2
4.5
4.5
Omega Ratio
1.2
1.2
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.42
High:
PLTR
495.93PLTRLow:
SNOW
-37.12SNOWDetails
PEG Ratio
289.9
High:
HO.PA
1,606.59HO.PALow:
CFLT
-71.82CFLTDetails
Price/Book
6.95
High:
AAPL
44.38AAPLLow:
RR.L
-66.62RR.LDetails
Price/Sales
5.01
High:
ASTS
1,054.72ASTSLow:
LILMF
-LILMFDetails
Price/CF
17.35
High:CFLT
275.26CFLTLow:
3988.HK
1.033988.HKDetails
Price/FCF
26.64
High:CFLT
970.62CFLTLow:
DB
1.09DBDetails
P/E Ratio
27.42
High:PLTR
495.93PLTRLow:SNOW
-37.12SNOWDetails
PEG Ratio
289.9
High:HO.PA
1,606.59HO.PALow:CFLT
-71.82CFLTDetails
Price/Book
6.95
High:AAPL
44.38AAPLLow:RR.L
-66.62RR.LDetails
Price/Sales
5.01
High:ASTS
1,054.72ASTSLow:LILMF
-LILMFDetails
Price/CF
17.35
High:CFLT
275.26CFLTLow:3988.HK
1.033988.HKDetails
Price/FCF
26.64
High:CFLT
970.62CFLTLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.46% | May 2021 | - | 48 |
-12.07% | Feb 2021 | Mar 2021 | 1 |
-11.9% | Sep 2020 | Nov 2020 | 2 |