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+0.43%
Today
-3.82%
This Month
-9.06%
Year To Date
+71.42%
2 Years
+100.96%
5 Years
+31.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading21.03%
- 🪙 Cryptocurrencies18.97%
- 🛍️ Retail Trade13.54%
- 🖥️ Technology Services10.33%
- 🛠️ Producer Manufacturing9.3%
- 📊 ETFs6.68%
- 💻 Electronic Technology5.06%
- 💰 Finance4.54%
- 🚗 Consumer Durables3.28%
- ⛏️ Energy Minerals1.41%
- 🚚 Transportation0.65%
- 💼 Commercial Services0.64%
- 🍞 Consumer Non Durables0.39%
- 🧬 Health Technology0.27%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.45%
- 🌍 Digital Currency24.52%
- 🇺🇸 NYSE18.46%
- 🇭🇰 Hong Kong Exchanges8.11%
- 🇮🇹 Borsa Italiana3.06%
- 🇩🇪 FRA2.34%
- 🇺🇸 Chicago Board Options Exchange1.69%
- 🇫🇷 Euronext Paris0.7%
- 🇬🇧 LSE0.25%
- 🇨🇭 SIX0.21%
- 🇪🇸 Bolsa De Madrid0.2%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇦🇪 Dubai Financial Market0.06%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.9%
- 🇨🇳 China10.5%
- 🇺🇾 Uruguay4.46%
- 🇮🇹 Italy3.06%
- 🇩🇪 Germany2.34%
- 🇹🇼 Taiwan1.57%
- 🇫🇷 France0.7%
- 🇬🇧 United Kingdom0.25%
- 🇨🇭 Switzerland0.21%
- 🇪🇸 Spain0.2%
- 🇯🇵 Japan0.15%
- 🇩🇰 Denmark0.13%
- 🇮🇪 Ireland0.12%
- 🇭🇰 Hong Kong0.12%
- 🇱🇺 Luxembourg0.11%
- 🇳🇱 Netherlands0.1%
- 🇨🇦 Canada0.1%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.05%
- 🇫🇮 Finland0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇰🇷 South Korea0.02%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.69%
26 out of 43 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: Sergius95 (5.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Sergius95 | 0.2% | 5.21% | - |
 01211.HK | 0.09% | 1.09% | $3.41 |
 JeppeKirkBonde | 0.05% | 1.55% | - |
 COP | 0.05% | 3.51% | $3.25 |
 SPY | 0.04% | 1.28% | - |
 SIE.DE | 0.04% | 2.78% | $4.7 |
 JPM | 0.03% | 2.18% | $4.4 |
 CPHequities | 0.03% | 0.78% | - |
 META | 0.02% | 0.4% | $1 |
 BABA | 0.02% | 0.9% | $0.98 |
 SCHD | 0.02% | 3.72% | - |
 AVGO | 0.02% | 1.31% | $19.7 |
 TSM | 0.01% | 1.35% | $1.74 |
 CSX | 0.01% | 1.77% | $0.46 |
 VOO | 0.01% | 1.36% | - |
 VTI | 0.01% | 1.36% | - |
 INDA | 0.01% | 0.78% | - |
 MC.PA | 0.01% | 2.68% | $13 |
 AI-Revolution | 0.01% | 0.29% | - |
 GOOG | 0% | 0.52% | $0.2 |
 MTX.DE | 0% | 0.8% | $2 |
 AAPL | 0% | 0.51% | $0.97 |
 GOOGL | 0% | 0.53% | $0.2 |
 NVDA | 0% | 0.04% | $0.02 |
 GEV | 0% | 0.15% | - |
 AZM.MI | 0% | 4.44% | $0.99 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CVS (CPHequities) | Ex-Dividend | Apr 22, 2025 | $0.66 |
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
CRM (CPHequities) | Pay Day | Apr 24, 2025 | $0.42 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
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 | Pay Day | Apr 30, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
CVS (CPHequities) | Pay Day | May 1, 2025 | $0.66 |
 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 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
 RNO.PA (Sergius95) | Ex-Dividend | May 8, 2025 | $2.30 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
RNO.PA (Sergius95) | Pay Day | May 12, 2025 | $2.30 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
GEV | Pay Day | May 16, 2025 | $0.25 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
AZM.MI | Ex-Dividend | May 19, 2025 | $1.89 |
 A2A.MI (Sergius95) | Ex-Dividend | May 19, 2025 | $0.11 |
AZM.MI (Sergius95) | Ex-Dividend | May 19, 2025 | $1.89 |
 ISP.MI (Sergius95) | Ex-Dividend | May 19, 2025 | $0.18 |
 BRE.MI (Sergius95) | Ex-Dividend | May 19, 2025 | $0.33 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
AZM.MI | Pay Day | May 21, 2025 | $1.89 |
A2A.MI (Sergius95) | Pay Day | May 21, 2025 | $0.11 |
AZM.MI (Sergius95) | Pay Day | May 21, 2025 | $1.89 |
ISP.MI (Sergius95) | Pay Day | May 21, 2025 | $0.18 |
BRE.MI (Sergius95) | Pay Day | May 21, 2025 | $0.33 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
 00001.HK (Sergius95) | Ex-Dividend | May 27, 2025 | $0.20 |
 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 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
00001.HK (Sergius95) | Pay Day | Jun 12, 2025 | $0.20 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (JeppeKirkBonde) | 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 |
 LDO.MI (Sergius95) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (Sergius95) | Pay Day | Jun 25, 2025 | $0.56 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
INDA (Sergius95) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 8.2/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.85
2.85
0
1
2
3
3
Jensen's Alpha
11.49
11.49
-2
0
2
12
12
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
2.98
2.98
0
0.3
0.6
3
3
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
1.24
1.24
0
0.5
1
2
2
Sortino Ratio
2.85
2.85
0
1
2
3
3
Jensen's Alpha
11.49
11.49
-2
0
2
12
12
Omega Ratio
1.94
1.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.86
0.86
0
0.3
0.6
1
1
Calmar Ratio
2.98
2.98
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.04
High:
TSLA
118.42TSLALow:
SNAP
-18.62SNAPDetails
PEG Ratio
60.56
High:
PYPL
342.66PYPLLow:SNAP
-38.41SNAPDetails
Price/Book
5.53
High:
AAPL
44.38AAPLLow:
SKLZ
0.43SKLZDetails
Price/Sales
4.14
High:
NVDA
19.21NVDALow:
CRBP
-CRBPDetails
Price/CF
20.49
High:SKLZ
652.51SKLZLow:
AZM.MI
2.7AZM.MIDetails
Price/FCF
46.14
High:TSLA
396.62TSLALow:SKLZ
3.32SKLZDetails
P/E Ratio
25.04
High:TSLA
118.42TSLALow:SNAP
-18.62SNAPDetails
PEG Ratio
60.56
High:PYPL
342.66PYPLLow:SNAP
-38.41SNAPDetails
Price/Book
5.53
High:AAPL
44.38AAPLLow:SKLZ
0.43SKLZDetails
Price/Sales
4.14
High:NVDA
19.21NVDALow:CRBP
-CRBPDetails
Price/CF
20.49
High:SKLZ
652.51SKLZLow:AZM.MI
2.7AZM.MIDetails
Price/FCF
46.14
High:TSLA
396.62TSLALow:SKLZ
3.32SKLZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.27% | Feb 2025 | - | 3 |
-7.94% | Dec 2022 | Jan 2023 | 1 |
-7% | Aug 2023 | Nov 2023 | 3 |
-6.13% | Apr 2024 | May 2024 | 1 |
-1.19% | Feb 2023 | Mar 2023 | 1 |
-0.72% | Dec 2024 | Jan 2025 | 1 |
-0.48% | Aug 2024 | Sep 2024 | 1 |