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+0.01%
Today
-1.84%
This Month
-39.81%
Year To Date
-5.39%
2 Years
-30.5%
5 Years
+1.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading52.45%
- 💵 Cash46.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq23.22%
- 🇺🇸 NYSE15.32%
- 🇨🇭 SIX3.55%
- 🇪🇸 Bolsa De Madrid2.54%
- 🇺🇸 Chicago Board Options Exchange1.43%
- 🇫🇷 Euronext Paris1.29%
- 🇩🇪 FRA1.11%
- 🇭🇰 Hong Kong Exchanges0.75%
- 🇸🇪 Stockholm Stock Exchange0.75%
- 🇳🇴 Oslo Stock Exchange0.63%
- 🇬🇧 LSE0.61%
- 🌍 Digital Currency0.57%
- 🇩🇰 Copenhagen Stock Exchange0.38%
- 🇫🇮 Helsinki Stock Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.27%
- 🇨🇭 Switzerland3.55%
- 🇹🇼 Taiwan3.39%
- 🇪🇸 Spain2.54%
- 🇳🇱 Netherlands2.19%
- 🇯🇵 Japan1.38%
- 🇫🇷 France1.29%
- 🇩🇪 Germany1.11%
- 🇨🇦 Canada1.09%
- 🇨🇳 China0.86%
- 🇸🇪 Sweden0.75%
- 🇳🇴 Norway0.63%
- 🇱🇺 Luxembourg0.39%
- 🇮🇪 Ireland0.39%
- 🇩🇰 Denmark0.38%
- 🇫🇮 Finland0.27%
- 🇰🇷 South Korea0.22%
- 🇧🇷 Brazil0.21%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.68%
1 out of 1 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.68% | 1.29% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 BLK (JeppeKirkBonde) | Pay Day | Dec 23 | $5.10 |
 META (JeppeKirkBonde) | Pay Day | Dec 27 | $0.50 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 27 | $3.30 |
 NVDA (JeppeKirkBonde) | Pay Day | Dec 27 | $0.01 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30 | $3.00 |
 HST (JeppeKirkBonde) | Ex-Dividend | Dec 31 | $0.10 |
 LDOS (JeppeKirkBonde) | Pay Day | Dec 31 | $0.40 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jan 6 | $1.25 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | Jan 14 | $2.10 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Jan 15 | $0.15 |
HST (JeppeKirkBonde) | Pay Day | Jan 15 | $0.10 |
KER.PA (JeppeKirkBonde) | Pay Day | Jan 16 | $2.10 |
JPM (JeppeKirkBonde) | Pay Day | Jan 31 | $1.25 |
FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
4.36
4.36
-2
0
2
5
5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
4.36
4.36
-2
0
2
5
5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.93% | Jun 2023 | - | 18 |
-71.58% | Jun 2021 | Mar 2023 | 21 |
-55.48% | Aug 2018 | Dec 2020 | 28 |
-10.24% | Jan 2018 | Apr 2018 | 3 |
-9.21% | Aug 2017 | Oct 2017 | 2 |
-6.43% | Jan 2021 | Mar 2021 | 2 |
-2.18% | Nov 2017 | Dec 2017 | 1 |
-1.32% | Jun 2017 | Jul 2017 | 1 |