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-5.83%
This Month
-2.37%
Year To Date
+29.06%
2 Years
+139.32%
5 Years
+139.32%
10 Years
+26.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.13%
- 🖥️ Technology Services14.62%
- 🛍️ Retail Trade11.69%
- 💻 Electronic Technology11.32%
- 🪙 Cryptocurrencies10.83%
- 🛠️ Producer Manufacturing5.82%
- 💰 Finance4.16%
- 🚗 Consumer Durables4.09%
- 🧩 Miscellaneous3.28%
- 📊 ETFs3.03%
- ⛏️ Energy Minerals1.33%
- 🚚 Transportation0.77%
- 💼 Commercial Services0.33%
- 🍞 Consumer Non Durables0.27%
- 🧬 Health Technology0.24%
- 💵 Cash0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.16%
- 🇺🇸 NYSE21.81%
- 🌍 Digital Currency12.38%
- 🇭🇰 Hong Kong Exchanges4.63%
- 🇮🇹 Borsa Italiana2.06%
- 🇩🇪 FRA2.01%
- 🇺🇸 Chicago Board Options Exchange1.22%
- 🇬🇧 LSE0.72%
- 🇫🇷 Euronext Paris0.49%
- 🇨🇭 SIX0.28%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇫🇮 Helsinki Stock Exchange0.12%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇦🇪 Dubai Financial Market0.07%
- 🇩🇪 Xetra ETFs0.07%
- 🇳🇴 Oslo Stock Exchange0.05%
- Tokyo Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.76%
- 🇨🇳 China6.74%
- 🇹🇼 Taiwan3.2%
- 🇺🇾 Uruguay2.53%
- 🇳🇱 Netherlands2.32%
- 🇮🇹 Italy2.08%
- 🇩🇪 Germany2.01%
- 🇬🇧 United Kingdom0.53%
- 🇫🇷 France0.49%
- 🇨🇦 Canada0.33%
- 🇨🇭 Switzerland0.28%
- 🇩🇰 Denmark0.21%
- 🇫🇮 Finland0.12%
- 🇰🇾 Cayman Islands0.08%
- 🇸🇪 Sweden0.08%
- 🇭🇰 Hong Kong0.08%
- 🇰🇷 South Korea0.07%
- 🇮🇱 Israel0.06%
- 🇳🇴 Norway0.05%
- 🇧🇷 Brazil0.03%
- 🇱🇺 Luxembourg0.03%
- 🇮🇪 Ireland0.02%
- 🇸🇬 Singapore0.01%
- 🇧🇲 Bermuda0.01%
- 🇦🇺 Australia0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.48%
28 out of 47 instruments pay dividend.
50 dividend payments in the next 30 days.
Highest Dividend: $COP (2.76%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Sergius95 | 0.11% | 2.65% | - |
 JeppeKirkBonde | 0.04% | 0.87% | - |
 COP | 0.04% | 2.76% | $3.25 |
 SPY | 0.03% | 0.98% | - |
 SIE.DE | 0.03% | 1.98% | $4.7 |
 CPHequities | 0.03% | 0.7% | - |
 JPM | 0.02% | 1.93% | $4.4 |
 META | 0.02% | 0.34% | $1 |
 01211.HK | 0.02% | 0.46% | $3.41 |
 AI-Revolution | 0.02% | 0.28% | - |
 TSM | 0.02% | 0.69% | $1.74 |
 AVGO | 0.02% | 0.62% | $19.7 |
 BABA | 0.02% | 0.82% | $0.98 |
 DylanWeston | 0.01% | 0.4% | - |
 MSFT | 0.01% | 0.83% | $3 |
 CSX | 0.01% | 1.17% | $0.46 |
 ORCL | 0.01% | 0.86% | $1.6 |
 ASML | 0.01% | 0.44% | $5.57 |
 MC.PA | 0.01% | 2.69% | $13 |
 MTX.DE | 0% | 1.19% | $2 |
 GOOGL | 0% | 0.23% | $0.2 |
 NVDA | 0% | 0.13% | $0.02 |
 GOOG | 0% | 0.23% | $0.2 |
 PYPL | 0% | 1.01% | - |
 AAPL | 0% | 0.34% | $0.97 |
 Alexebi | 0% | 0.05% | - |
 AZM.MI | 0% | -5.73% | $-0.99 |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (CPHequities) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (DylanWeston) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 ROST (CPHequities) | Ex-Dividend | Jun 9, 2026 | $0.45 |
 RPRX (CPHequities) | Pay Day | Jun 10, 2026 | $0.23 |
 CVX.US (DylanWeston) | Pay Day | Jun 10, 2026 | $1.78 |
 XOM (DylanWeston) | Pay Day | Jun 10, 2026 | $1.03 |
 LLY (DylanWeston) | Pay Day | Jun 10, 2026 | $1.73 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 00001.HK (Sergius95) | Pay Day | Jun 11, 2026 | $0.20 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.70 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (DylanWeston) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (DylanWeston) | Ex-Dividend | Jun 11, 2026 | $1.05 |
01211.HK (DylanWeston) | Ex-Dividend | Jun 11, 2026 | $0.05 |
TSM (DylanWeston) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
 TER (DylanWeston) | Pay Day | Jun 12, 2026 | $0.13 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
CSX | Pay Day | Jun 15, 2026 | $0.14 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
 B (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (CPHequities) | Pay Day | Jun 15, 2026 | $0.22 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
META (DylanWeston) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 NEE (DylanWeston) | Pay Day | Jun 15, 2026 | $0.62 |
GOOGL (DylanWeston) | Pay Day | Jun 15, 2026 | $0.22 |
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
 ADI.US (CPHequities) | Pay Day | Jun 16, 2026 | $1.10 |
 LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
LRCX (CPHequities) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 EQIX (DylanWeston) | Pay Day | Jun 17, 2026 | $5.16 |
 NTES (DylanWeston) | Pay Day | Jun 18, 2026 | $0.72 |
 LIN (DylanWeston) | Pay Day | Jun 18, 2026 | $1.60 |
 VOW3.DE (Sergius95) | Ex-Dividend | Jun 19, 2026 | $6.04 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 LDO.MI (Sergius95) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 NEM (CPHequities) | Pay Day | Jun 22, 2026 | $0.26 |
VOW3.DE (Sergius95) | Pay Day | Jun 23, 2026 | $6.04 |
LDO.MI (Sergius95) | Pay Day | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
META (DylanWeston) | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
NVDA (DylanWeston) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL (DylanWeston) | Pay Day | Jun 29, 2026 | $0.78 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 VTR (CPHequities) | Ex-Dividend | Jun 30, 2026 | $0.52 |
 DE (DylanWeston) | Ex-Dividend | Jun 30, 2026 | $1.62 |
 HLT (DylanWeston) | Pay Day | Jun 30, 2026 | $0.15 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (DylanWeston) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (DylanWeston) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
VTR (CPHequities) | Pay Day | Jul 16, 2026 | $0.52 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
 VOD.L (Sergius95) | Pay Day | Jul 30, 2026 | $0.03 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
01211.HK (DylanWeston) | Pay Day | Jul 31, 2026 | $0.05 |
DE (DylanWeston) | Pay Day | Aug 10, 2026 | $1.62 |
Performance Metrics
Score 7.5/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.42
2.42
0
1
2
3
3
Jensen's Alpha
4.49
4.49
-2
0
2
5
5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
1.72
1.72
0
0.3
0.6
2
2
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
1.11
1.11
0
0.5
1
2
2
Sortino Ratio
2.42
2.42
0
1
2
3
3
Jensen's Alpha
4.49
4.49
-2
0
2
5
5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
1.72
1.72
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.14
High:
TSLA
382.29TSLALow:
SNAP
-24.86SNAPDetails
PEG Ratio
152.18
High:JPM
603.47JPMLow:SNAP
-104.6SNAPDetails
Price/Book
8.02
High:AAPL
42.87AAPLLow:
CRBP
1.12CRBPDetails
Price/Sales
7.19
High:AVGO
27.07AVGOLow:CRBP
-CRBPDetails
Price/CF
20.43
High:
SKLZ
652.51SKLZLow:JPM
5.39JPMDetails
Price/FCF
59.35
High:BABA
1,196.17BABALow:SKLZ
3.32SKLZDetails
P/E Ratio
31.14
High:TSLA
382.29TSLALow:SNAP
-24.86SNAPDetails
PEG Ratio
152.18
High:JPM
603.47JPMLow:SNAP
-104.6SNAPDetails
Price/Book
8.02
High:AAPL
42.87AAPLLow:CRBP
1.12CRBPDetails
Price/Sales
7.19
High:AVGO
27.07AVGOLow:CRBP
-CRBPDetails
Price/CF
20.43
High:SKLZ
652.51SKLZLow:JPM
5.39JPMDetails
Price/FCF
59.35
High:BABA
1,196.17BABALow:SKLZ
3.32SKLZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.76% | Oct 2025 | - | 9 |
-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 |