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+0.03%
Today
-5.45%
This Month
-7.06%
Year To Date
+5.66%
2 Years
-20.04%
5 Years
-4.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.44%
- 💵 Cash8.92%
- ⛏️ Energy Minerals6.97%
- 🧬 Health Technology6.29%
- 🖥️ Technology Services5.64%
- 💻 Electronic Technology4.97%
- 📊 ETFs4.66%
- 🚗 Consumer Durables3.33%
- 🛍️ Retail Trade1.91%
- 🪙 Cryptocurrencies0.92%
- 🏥 Health Services0.91%
- 🚚 Transportation0.88%
- 🧪 Process Industries0.62%
- 🛠️ Producer Manufacturing0.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.92%
- 🇺🇸 NYSE21.15%
- 🇭🇰 Hong Kong Exchanges12.42%
- 🇺🇸 Chicago Board Options Exchange2.23%
- 🌍 Digital Currency1.67%
- 🇩🇪 FRA0.88%
- 🇨🇭 SIX0.87%
- 🇪🇸 Bolsa De Madrid0.56%
- 🇬🇧 LSE0.53%
- 🇫🇷 Euronext Paris0.47%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇩🇰 Copenhagen Stock Exchange0.23%
- 🇳🇱 Euronext Amsterdam0.22%
- 🌍 FX0.18%
- 🇦🇪 Dubai Financial Market0.17%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.42%
- 🇨🇳 China15.8%
- 🇸🇬 Singapore2.02%
- 🇯🇵 Japan1.29%
- 🇨🇭 Switzerland1.14%
- 🇹🇼 Taiwan1.03%
- 🇩🇪 Germany0.88%
- 🇬🇷 Greece0.88%
- 🇨🇦 Canada0.84%
- 🇳🇱 Netherlands0.67%
- 🇮🇱 Israel0.61%
- 🇪🇸 Spain0.56%
- 🇫🇷 France0.47%
- 🇸🇪 Sweden0.42%
- 🇰🇷 South Korea0.31%
- 🇭🇰 Hong Kong0.29%
- 🇩🇰 Denmark0.23%
- 🇬🇧 United Kingdom0.15%
- 🇳🇴 Norway0.13%
- 🇱🇺 Luxembourg0.09%
- 🇧🇲 Bermuda0.08%
- 🇫🇮 Finland0.06%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.81%
12 out of 40 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $SHIP (11.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PR | 0.24% | 3.49% | $0.21 |
 JeppeKirkBonde | 0.15% | 1.55% | - |
 Driverless | 0.11% | 1.17% | - |
 SHIP | 0.1% | 11.61% | $0.1 |
 InTheGame | 0.1% | 0.53% | - |
 1585.HK | 0.05% | 1.53% | $0.48 |
 TMO | 0.02% | 0.37% | $1.48 |
 LiamDavies | 0.02% | 0.47% | - |
 BABA | 0.01% | 0.9% | $0.98 |
 PHIN | 0% | 2.48% | $1 |
 ACLN.ZU | 0% | 3.09% | $0.85 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
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 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
 JOYY (InTheGame) | Pay Day | Apr 30, 2025 | $0.93 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 MRVL (Driverless) | Pay Day | May 1, 2025 | $0.06 |
 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 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6, 2025 | $0.14 |
 GAW.L (LiamDavies) | Pay Day | May 7, 2025 | $1.29 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
HEXA-B.ST (Driverless) | Pay Day | May 14, 2025 | $0.14 |
 MSFT (InTheGame) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (InTheGame) | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
0700.HK (InTheGame) | 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 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 LHX (LiamDavies) | Ex-Dividend | Jun 3, 2025 | $1.20 |
 QCOM (InTheGame) | Ex-Dividend | Jun 5, 2025 | $0.89 |
QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
MSFT (InTheGame) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (InTheGame) | 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 |
 IYR (LiamDavies) | Pay Day | Jun 17, 2025 | $- |
LHX (LiamDavies) | Pay Day | Jun 18, 2025 | $1.20 |
QCOM (InTheGame) | Pay Day | Jun 26, 2025 | $0.89 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (InTheGame) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 2.4/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-12.92
-12.92
-13
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.5
-0.5
-1
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
-0.27
-0.27
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.37
-0.37
-1
1
2
3
3
Jensen's Alpha
-12.92
-12.92
-13
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
-0.5
-0.5
-1
0.75
1.25
2
2
Information Ratio
-1.16
-1.16
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.9
High:
SE
161.9SELow:
00268.HK
-272.5200268.HKDetails
PEG Ratio
40.46
High:
TMO
376.58TMOLow:00268.HK
-696.9800268.HKDetails
Price/Book
6.19
High:
NVDA
31.32NVDALow:
DMN
-0.02DMNDetails
Price/Sales
6.81
High:NVDA
19.21NVDALow:
BNGO
0.25BNGODetails
Price/CF
27.13
High:
DDD
462.65DDDLow:
SHIP
1.91SHIPDetails
Price/FCF
41.31
High:
SEDG
476.9SEDGLow:SHIP
7.9SHIPDetails
P/E Ratio
29.9
High:SE
161.9SELow:00268.HK
-272.5200268.HKDetails
PEG Ratio
40.46
High:TMO
376.58TMOLow:00268.HK
-696.9800268.HKDetails
Price/Book
6.19
High:NVDA
31.32NVDALow:DMN
-0.02DMNDetails
Price/Sales
6.81
High:NVDA
19.21NVDALow:BNGO
0.25BNGODetails
Price/CF
27.13
High:DDD
462.65DDDLow:SHIP
1.91SHIPDetails
Price/FCF
41.31
High:SEDG
476.9SEDGLow:SHIP
7.9SHIPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.84% | Nov 2021 | - | 42 |
-6.79% | Jul 2021 | Oct 2021 | 3 |
-2.88% | Apr 2021 | Jun 2021 | 2 |