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+0.39%
Today
+1.43%
This Month
+8.97%
Year To Date
+87.23%
2 Years
+140.8%
5 Years
+37.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading21.44%
- 🪙 Cryptocurrencies19.4%
- 🛍️ Retail Trade13.51%
- 🖥️ Technology Services11.25%
- 🛠️ Producer Manufacturing8.72%
- 📊 ETFs6.2%
- 💻 Electronic Technology5.64%
- 💰 Finance3.83%
- 🚗 Consumer Durables3.35%
- ⛏️ Energy Minerals1.16%
- 💼 Commercial Services0.64%
- 🚚 Transportation0.63%
- 🧬 Health Technology0.34%
- 🍞 Consumer Non Durables0.31%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.33%
- 🌍 Digital Currency26.29%
- 🇺🇸 NYSE17.02%
- 🇭🇰 Hong Kong Exchanges7.52%
- 🇮🇹 Borsa Italiana2.91%
- 🇩🇪 FRA2.31%
- 🇺🇸 Chicago Board Options Exchange1.47%
- 🇫🇷 Euronext Paris0.54%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇨🇭 SIX0.21%
- 🇬🇧 LSE0.2%
- 🇪🇸 Bolsa De Madrid0.18%
- 🌍 CFD0.15%
- 🇦🇪 Dubai Financial Market0.06%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.79%
- 🇨🇳 China9.74%
- 🇺🇾 Uruguay4.4%
- 🇮🇹 Italy2.91%
- 🇩🇪 Germany2.31%
- 🇹🇼 Taiwan1.76%
- 🇫🇷 France0.54%
- 🇩🇰 Denmark0.28%
- 🇨🇭 Switzerland0.21%
- 🇬🇧 United Kingdom0.2%
- 🇪🇸 Spain0.18%
- 🇮🇪 Ireland0.12%
- 🇯🇵 Japan0.11%
- 🇱🇺 Luxembourg0.11%
- 🇭🇰 Hong Kong0.1%
- 🇳🇱 Netherlands0.09%
- 🇨🇦 Canada0.08%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.04%
- 🇮🇱 Israel0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.61%
26 out of 43 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: Sergius95 (4.97%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Sergius95 | 0.17% | 4.97% | - |
 01211.HK | 0.08% | 1.06% | $3.41 |
 JeppeKirkBonde | 0.05% | 1.49% | - |
 COP | 0.04% | 3.58% | $3.25 |
 SPY | 0.04% | 1.21% | - |
 SIE.DE | 0.03% | 2.38% | $4.7 |
 JPM | 0.03% | 1.99% | $4.4 |
 CPHequities | 0.02% | 0.68% | - |
 META | 0.02% | 0.29% | $1 |
 BABA | 0.02% | 0.86% | $0.98 |
 SCHD | 0.02% | 3.97% | - |
 TSM | 0.01% | 1.1% | $1.74 |
 AVGO | 0.01% | 0.91% | $19.7 |
 VOO | 0.01% | 1.29% | - |
 VTI | 0.01% | 1.29% | - |
 CSX | 0.01% | 1.55% | $0.46 |
 INDA | 0.01% | 0.74% | - |
 MC.PA | 0.01% | 2.76% | $13 |
 AI-Revolution | 0.01% | 0.23% | - |
 GOOG | 0% | 0.46% | $0.2 |
 MTX.DE | 0% | 0.62% | $2 |
 AAPL | 0% | 0.5% | $0.97 |
 GOOGL | 0% | 0.47% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 GEV | 0% | -0.1% | - |
 AZM.MI | 0% | -6.66% | $-0.99 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (CPHequities) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
 MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
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 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
CSX | Pay Day | Jun 13, 2025 | $0.13 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 AU (CPHequities) | Pay Day | Jun 13, 2025 | $0.12 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
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 (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
META (CPHequities) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 CRM (AI-Revolution) | Ex-Dividend | Jun 18, 2025 | $0.42 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
AVGO (AI-Revolution) | Ex-Dividend | Jun 20, 2025 | $0.59 |
AVGO (CPHequities) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 LDO.MI (Sergius95) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
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 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (CPHequities) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
AVGO (AI-Revolution) | Pay Day | Jun 30, 2025 | $0.59 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
AVGO (CPHequities) | Pay Day | Jun 30, 2025 | $0.59 |
 MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | 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 (CPHequities) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
CRM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 VOD.L (Sergius95) | Pay Day | Aug 1, 2025 | $0.02 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (Sergius95) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 8.6/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.39
1.39
0
0.5
1
2
2
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
13.82
13.82
-2
0
2
14
14
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
3.32
3.32
0
0.3
0.6
4
4
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
1.39
1.39
0
0.5
1
2
2
Sortino Ratio
3.27
3.27
0
1
2
4
4
Jensen's Alpha
13.82
13.82
-2
0
2
14
14
Omega Ratio
2.2
2.2
0
1
1.5
3
3
Treynor Ratio
2.18
2.18
0
0.75
1.25
3
3
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
3.32
3.32
0
0.3
0.6
4
4
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.31
High:
TSLA
162.31TSLALow:
SNAP
-25.82SNAPDetails
PEG Ratio
83.16
High:
AVGO
643.06AVGOLow:SNAP
-43.11SNAPDetails
Price/Book
7.05
High:
AAPL
45.61AAPLLow:
PLUG
0.51PLUGDetails
Price/Sales
5.22
High:
NVDA
23.49NVDALow:
CRBP
-CRBPDetails
Price/CF
19.94
High:
SKLZ
652.51SKLZLow:
AZM.MI
5.1AZM.MIDetails
Price/FCF
49.74
High:TSLA
134.59TSLALow:SKLZ
3.32SKLZDetails
P/E Ratio
30.31
High:TSLA
162.31TSLALow:SNAP
-25.82SNAPDetails
PEG Ratio
83.16
High:AVGO
643.06AVGOLow:SNAP
-43.11SNAPDetails
Price/Book
7.05
High:AAPL
45.61AAPLLow:PLUG
0.51PLUGDetails
Price/Sales
5.22
High:NVDA
23.49NVDALow:CRBP
-CRBPDetails
Price/CF
19.94
High:SKLZ
652.51SKLZLow:AZM.MI
5.1AZM.MIDetails
Price/FCF
49.74
High:TSLA
134.59TSLALow:SKLZ
3.32SKLZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.52% | Feb 2025 | May 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 |