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-0.57%
Today
-0.57%
This Month
+6.26%
Year To Date
+116.04%
2 Years
+134.81%
5 Years
+42.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading21.73%
- 🪙 Cryptocurrencies20.61%
- 🛍️ Retail Trade13.31%
- 🖥️ Technology Services11%
- 🛠️ Producer Manufacturing6.33%
- 📊 ETFs6.32%
- 💻 Electronic Technology5.45%
- 🚗 Consumer Durables4.7%
- 💰 Finance3.81%
- ⛏️ Energy Minerals1.34%
- 💼 Commercial Services0.79%
- 🚚 Transportation0.66%
- 🍞 Consumer Non Durables0.5%
- 🧬 Health Technology0.37%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.71%
- 🌍 Digital Currency28.2%
- 🇺🇸 NYSE17.32%
- 🇭🇰 Hong Kong Exchanges5.2%
- 🇮🇹 Borsa Italiana2.39%
- 🇩🇪 FRA2.1%
- 🇺🇸 Chicago Board Options Exchange1.42%
- 🇫🇷 Euronext Paris0.81%
- 🇨🇭 SIX0.24%
- 🇬🇧 LSE0.22%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.4%
- 🇨🇳 China7.13%
- 🇺🇾 Uruguay3.49%
- 🇮🇹 Italy2.25%
- 🇩🇪 Germany2.1%
- 🇹🇼 Taiwan1.81%
- 🇫🇷 France0.81%
- 🇨🇭 Switzerland0.24%
- 🇳🇱 Netherlands0.24%
- 🇬🇧 United Kingdom0.2%
- 🇪🇸 Spain0.16%
- 🇯🇵 Japan0.13%
- 🇮🇪 Ireland0.12%
- 🇩🇰 Denmark0.11%
- 🇱🇺 Luxembourg0.11%
- 🇭🇰 Hong Kong0.1%
- 🇨🇦 Canada0.07%
- 🇰🇾 Cayman Islands0.05%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.04%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.01%
- 🇰🇷 South Korea0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.54%
26 out of 43 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: Sergius95 (5.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Sergius95 | 0.16% | 5.19% | - |
 01211.HK | 0.06% | 1.25% | $3.41 |
 COP | 0.04% | 3.16% | $3.25 |
 JeppeKirkBonde | 0.04% | 1.24% | - |
 SIE.DE | 0.03% | 2.52% | $4.7 |
 JPM | 0.02% | 1.8% | $4.4 |
 CPHequities | 0.02% | 0.72% | - |
 META | 0.02% | 0.29% | $1 |
 BABA | 0.02% | 0.99% | $0.98 |
 SCHD | 0.02% | 3.8% | - |
 AVGO | 0.01% | 0.98% | $19.7 |
 TSM | 0.01% | 0.93% | $1.74 |
 VOO | 0.01% | 1.26% | - |
 VTI | 0.01% | 1.26% | - |
 CSX | 0.01% | 1.46% | $0.46 |
 INDA | 0.01% | 0.78% | - |
 MC.PA | 0.01% | 1.85% | $13 |
 AI-Revolution | 0.01% | 0.22% | - |
 Alexebi | 0.01% | 0.69% | - |
 AAPL | 0% | 0.53% | $0.97 |
 GOOG | 0% | 0.29% | $0.2 |
 MTX.DE | 0% | 0.61% | $2 |
 GOOGL | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 AZM.MI | 0% | 3.89% | $0.99 |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 VOD.L (Sergius95) | Pay Day | Feb 7 | $0.02 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 8.7/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.63
1.63
0
0.5
1
2
2
Sortino Ratio
4.33
4.33
0
1
2
5
5
Jensen's Alpha
14.06
14.06
-2
0
2
15
15
Omega Ratio
2.24
2.24
0
1
1.5
3
3
Treynor Ratio
2.58
2.58
0
0.75
1.25
3
3
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
5.3
5.3
0
0.3
0.6
6
6
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.63
1.63
0
0.5
1
2
2
Sortino Ratio
4.33
4.33
0
1
2
5
5
Jensen's Alpha
14.06
14.06
-2
0
2
15
15
Omega Ratio
2.24
2.24
0
1
1.5
3
3
Treynor Ratio
2.58
2.58
0
0.75
1.25
3
3
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
5.3
5.3
0
0.3
0.6
6
6
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-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 |