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+0.23%
Today
+1.42%
This Month
+8.12%
Year To Date
+114.94%
2 Years
+88.71%
5 Years
+14.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.98%
- 💻 Electronic Technology15.84%
- 🖥️ Technology Services7.5%
- 📊 ETFs7.25%
- 🪙 Cryptocurrencies7.13%
- 💰 Finance3.07%
- 📡 Communications2.15%
- 🛍️ Retail Trade2.11%
- 🚗 Consumer Durables1.57%
- 🧬 Health Technology1.54%
- 🏥 Health Services1.28%
- 🪨 Non Energy Minerals0.97%
- 🛠️ Producer Manufacturing0.95%
- 🍞 Consumer Non Durables0.77%
- ⛏️ Energy Minerals0.76%
- 🧪 Process Industries0.12%
- 💵 Cash0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.07%
- 🇺🇸 Nasdaq29.61%
- 🌍 Digital Currency16.23%
- 🇩🇪 FRA6.03%
- 🇭🇰 Hong Kong Exchanges4.18%
- 🇮🇹 Borsa Italiana4.09%
- 🇺🇸 Chicago Board Options Exchange2.39%
- 🇨🇭 SIX2.07%
- 🇫🇷 Euronext Paris1.65%
- 🇬🇧 LSE1.35%
- 🇪🇸 Bolsa De Madrid0.98%
- 🇦🇺 Sydney0.84%
- 🇩🇰 Copenhagen Stock Exchange0.45%
- 🇦🇪 Dubai Financial Market0.34%
- 🇸🇪 Stockholm Stock Exchange0.25%
- 🇳🇴 Oslo Stock Exchange0.22%
- 🇫🇮 Helsinki Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.06%
- 🇩🇪 Germany7.3%
- 🇨🇳 China5.42%
- 🇮🇹 Italy4.09%
- 🇨🇭 Switzerland2.07%
- 🇬🇧 United Kingdom1.97%
- 🇫🇷 France1.65%
- 🇯🇵 Japan1.18%
- 🇩🇰 Denmark1.15%
- 🇹🇼 Taiwan1.13%
- 🇺🇾 Uruguay1.02%
- 🇪🇸 Spain0.98%
- 🇨🇦 Canada0.91%
- 🇦🇺 Australia0.84%
- 🇳🇱 Netherlands0.5%
- 🇮🇱 Israel0.27%
- 🇸🇪 Sweden0.25%
- 🇳🇴 Norway0.22%
- 🇮🇪 Ireland0.2%
- 🇱🇺 Luxembourg0.12%
- 🇫🇮 Finland0.11%
- 🇰🇷 South Korea0.08%
- 🇧🇷 Brazil0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.17%
30 out of 54 instruments pay dividend.
43 dividend payments in the next 30 days.
Highest Dividend: $ETL.PA (22.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.28% | 1.49% | - |
 DividendGrowth | 0.22% | 2.59% | - |
 Dafne17 | 0.12% | 0.72% | - |
 ETL.PA | 0.08% | 22.13% | - |
 3988.HK | 0.05% | 5.72% | $0.26 |
 0728.HK | 0.04% | 4.9% | $0.26 |
 LMT | 0.04% | 2.71% | $12.45 |
 CVX | 0.04% | 4.76% | $6.28 |
 DB | 0.03% | 2.61% | $0.49 |
 UBSG.ZU | 0.02% | 2.64% | $0.64 |
 IBM | 0.02% | 2.49% | $6.65 |
 LDO.MI | 0.02% | 0.99% | $0.28 |
 SIE.DE | 0.02% | 2.38% | $4.7 |
 MOAT | 0.02% | 1.47% | - |
 IVG.MI | 0.02% | 1.92% | $0.22 |
 RHM.DE | 0.02% | 0.45% | $5.7 |
 UNH | 0.02% | 2.81% | $7.74 |
 FCX | 0.01% | 1.45% | $0.6 |
 HO.PA | 0.01% | 1.42% | $3.4 |
 NVO | 0.01% | 1.58% | $0.98 |
 BABA | 0.01% | 0.86% | $0.98 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 KLAC | 0.01% | 0.84% | $5.65 |
 MSFT | 0.01% | 0.69% | $3 |
 BC.MI | 0.01% | 0.91% | $0.91 |
 RR.L | 0.01% | 0.68% | - |
 AAPL | 0% | 0.5% | $0.97 |
 META | 0% | 0.29% | $1 |
 GBTC | 0% | 0.13% | $0.11 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOG (Dafne17) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 BDX (DividendGrowth) | Ex-Dividend | Jun 9, 2025 | $1.04 |
 ATO (DividendGrowth) | Pay Day | Jun 9, 2025 | $0.87 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
CVX (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.71 |
 JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Dafne17) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 SPGI (DividendGrowth) | Pay Day | Jun 11, 2025 | $0.96 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Dafne17) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (Dafne17) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 KO (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 XEL (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $0.57 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Dafne17) | Pay Day | Jun 16, 2025 | $0.21 |
META (Dafne17) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 MCD (DividendGrowth) | Pay Day | Jun 16, 2025 | $1.77 |
 NEE (DividendGrowth) | Pay Day | Jun 16, 2025 | $0.57 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 CRM (Dafne17) | Ex-Dividend | Jun 18, 2025 | $0.42 |
 BBY (DividendGrowth) | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC (DividendGrowth) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 LIN (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.50 |
 ADI (DividendGrowth) | Pay Day | Jun 18, 2025 | $0.99 |
 EVRG (DividendGrowth) | Pay Day | Jun 20, 2025 | $0.67 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (Dafne17) | Pay Day | Jun 26, 2025 | $0.52 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LMT (DividendGrowth) | Pay Day | Jun 27, 2025 | $3.30 |
 ELS (DividendGrowth) | Ex-Dividend | Jun 27, 2025 | $0.52 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 PEP (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.42 |
BDX (DividendGrowth) | Pay Day | Jun 30, 2025 | $1.04 |
 ES (DividendGrowth) | Pay Day | Jun 30, 2025 | $0.75 |
KO (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.51 |
 NKE (DividendGrowth) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Jul 1, 2025 | $1.79 |
 KMB (DividendGrowth) | Pay Day | Jul 2, 2025 | $1.26 |
 RSG (DividendGrowth) | Ex-Dividend | Jul 2, 2025 | $0.58 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Dafne17) | Pay Day | Jul 3, 2025 | $0.01 |
 SYY (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $0.54 |
 GD (DividendGrowth) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (Dafne17) | Pay Day | Jul 10, 2025 | $0.95 |
CRM (Dafne17) | Pay Day | Jul 10, 2025 | $0.42 |
BBY (DividendGrowth) | Pay Day | Jul 10, 2025 | $0.95 |
ELS (DividendGrowth) | Pay Day | Jul 11, 2025 | $0.52 |
RSG (DividendGrowth) | Pay Day | Jul 15, 2025 | $0.58 |
0728.HK | Pay Day | Jul 18, 2025 | $0.01 |
XEL (DividendGrowth) | Pay Day | Jul 20, 2025 | $0.57 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
APD (DividendGrowth) | Pay Day | Aug 11, 2025 | $1.79 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
 FXI (Dafne17) | Pay Day | Dec 20, 2025 | $0.45 |
 EWZ (Dafne17) | Pay Day | Dec 20, 2025 | $1.09 |
INDA (Dafne17) | Pay Day | Dec 20, 2025 | $0.40 |
MOAT | Pay Day | Dec 24, 2025 | $1.27 |
 TAN (Dafne17) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 5/10
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.47
1.47
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.84
1.84
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
1.47
1.47
-2
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.27
High:
PLTR
523.62PLTRLow:
SNOW
-49.94SNOWDetails
PEG Ratio
276.72
High:
HO.PA
1,660.64HO.PALow:
CFLT
-112.99CFLTDetails
Price/Book
9.1
High:PLTR
52.16PLTRLow:
RR.L
-82.53RR.LDetails
Price/Sales
6.87
High:
ASTS
1,490.43ASTSLow:
LILMF
-LILMFDetails
Price/CF
20.53
High:
ARM
286.48ARMLow:
DB
1.03DBDetails
Price/FCF
32.6
High:CFLT
962.23CFLTLow:DB
1.09DBDetails
P/E Ratio
33.27
High:PLTR
523.62PLTRLow:SNOW
-49.94SNOWDetails
PEG Ratio
276.72
High:HO.PA
1,660.64HO.PALow:CFLT
-112.99CFLTDetails
Price/Book
9.1
High:PLTR
52.16PLTRLow:RR.L
-82.53RR.LDetails
Price/Sales
6.87
High:ASTS
1,490.43ASTSLow:LILMF
-LILMFDetails
Price/CF
20.53
High:ARM
286.48ARMLow:DB
1.03DBDetails
Price/FCF
32.6
High:CFLT
962.23CFLTLow:DB
1.09DBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.46% | May 2021 | - | 50 |
-12.07% | Feb 2021 | Mar 2021 | 1 |
-11.9% | Sep 2020 | Nov 2020 | 2 |