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-7.26%
This Month
+24.79%
Year To Date
+67.67%
2 Years
+69.75%
5 Years
+153.91%
10 Years
+14.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.08%
- 🖥️ Technology Services23.23%
- 🛍️ Retail Trade14.55%
- 🛠️ Producer Manufacturing12.07%
- 👥 Copy Trading5.89%
- 📊 ETFs4.7%
- 🧩 Miscellaneous4.12%
- 💵 Cash3.79%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.97%
- 🇺🇸 NYSE16.21%
- 🇨🇭 SIX0.32%
- 🇬🇧 LSE0.26%
- 🇳🇱 Euronext Amsterdam0.18%
- 🇩🇪 FRA0.11%
- 🇫🇷 Euronext Paris0.11%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇦🇪 Dubai Financial Market0.09%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.06%
- Regular Trading Hours - RTH0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.46%
- 🇹🇼 Taiwan0.52%
- 🇨🇭 Switzerland0.32%
- 🇳🇱 Netherlands0.3%
- 🇨🇦 Canada0.18%
- 🇩🇪 Germany0.11%
- 🇫🇷 France0.11%
- 🇩🇰 Denmark0.1%
- 🇸🇪 Sweden0.09%
- 🇰🇷 South Korea0.07%
- 🇬🇧 United Kingdom0.07%
- 🇳🇴 Norway0.06%
- 🇫🇮 Finland0.03%
- 🇱🇺 Luxembourg0.03%
- 🇧🇷 Brazil0.02%
- 🇨🇳 China0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.33%
7 out of 11 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.34%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4.2/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-1.45
-1.45
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
-1.45
-1.45
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.35
High:
AMD
183.1AMDLow:
CRWD
-3,974.1CRWDDetails
PEG Ratio
-568.59
High:AMD
147.81AMDLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.26
High:
AAPL
45.87AAPLLow:
AMZN
5.97AMZNDetails
Price/Sales
7.92
High:CRWD
37.9CRWDLow:
LMT
1.61LMTDetails
Price/CF
21.96
High:CRWD
63.19CRWDLow:AMZN
15.25AMZNDetails
Price/FCF
55.21
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
P/E Ratio
34.35
High:AMD
183.1AMDLow:CRWD
-3,974.1CRWDDetails
PEG Ratio
-568.59
High:AMD
147.81AMDLow:CRWD
-5,401.66CRWDDetails
Price/Book
11.26
High:AAPL
45.87AAPLLow:AMZN
5.97AMZNDetails
Price/Sales
7.92
High:CRWD
37.9CRWDLow:LMT
1.61LMTDetails
Price/CF
21.96
High:CRWD
63.19CRWDLow:AMZN
15.25AMZNDetails
Price/FCF
55.21
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.64% | Nov 2021 | Jun 2024 | 31 |
-16.44% | Feb 2025 | Jul 2025 | 5 |
-15.49% | Feb 2020 | Jul 2020 | 5 |
-10.69% | Feb 2026 | Apr 2026 | 2 |
-7.26% | Jul 2026 | - | 1 |
-3.6% | Sep 2021 | Oct 2021 | 1 |
-3.55% | Nov 2025 | Jan 2026 | 2 |
-2.88% | Jul 2024 | Sep 2024 | 2 |
-2.66% | Sep 2020 | Nov 2020 | 2 |
-1.11% | Oct 2024 | Nov 2024 | 1 |
-0.61% | Jul 2021 | Aug 2021 | 1 |
-0.18% | Aug 2019 | Sep 2019 | 1 |