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-5.96%
This Month
+24.21%
Year To Date
+64.03%
2 Years
+67.94%
5 Years
+152.74%
10 Years
+14.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology29.6%
- 🖥️ Technology Services26.4%
- 🛍️ Retail Trade17.81%
- 🛠️ Producer Manufacturing11.86%
- 👥 Copy Trading5.64%
- 📊 ETFs4.84%
- 🧩 Miscellaneous3.83%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq83.6%
- 🇺🇸 NYSE14.92%
- 🇨🇭 SIX0.3%
- 🇬🇧 LSE0.26%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇩🇪 FRA0.12%
- 🇫🇷 Euronext Paris0.1%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇦🇪 Dubai Financial Market0.08%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇫🇮 Helsinki Stock Exchange0.03%
- Regular Trading Hours - RTH0.03%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States88.99%
- 🇹🇼 Taiwan0.5%
- 🇨🇭 Switzerland0.3%
- 🇳🇱 Netherlands0.26%
- 🇨🇦 Canada0.19%
- 🇩🇪 Germany0.12%
- 🇫🇷 France0.1%
- 🇩🇰 Denmark0.1%
- 🇸🇪 Sweden0.09%
- 🇰🇷 South Korea0.08%
- 🇳🇴 Norway0.07%
- 🇬🇧 United Kingdom0.06%
- 🇫🇮 Finland0.03%
- 🇱🇺 Luxembourg0.03%
- 🇧🇷 Brazil0.02%
- 🇨🇳 China0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.33%
8 out of 12 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $LMT (2.63%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 MSFT | Pay Day | Jun 11, 2026 | $0.91 |
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 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
GOOG | 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 |
 LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
 LMT | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA | 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 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 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 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
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
33.09
High:
AMD
171.72AMDLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
-481.52
High:AMD
138.62AMDLow:CRWD
-5,187.17CRWDDetails
Price/Book
10.31
High:
AAPL
42.87AAPLLow:
AMZN
6.18AMZNDetails
Price/Sales
7.55
High:CRWD
36.4CRWDLow:LMT
1.6LMTDetails
Price/CF
20.76
High:CRWD
63.19CRWDLow:AMZN
15.25AMZNDetails
Price/FCF
61.39
High:AMZN
325.85AMZNLow:AAPL
32.24AAPLDetails
P/E Ratio
33.09
High:AMD
171.72AMDLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
-481.52
High:AMD
138.62AMDLow:CRWD
-5,187.17CRWDDetails
Price/Book
10.31
High:AAPL
42.87AAPLLow:AMZN
6.18AMZNDetails
Price/Sales
7.55
High:CRWD
36.4CRWDLow:LMT
1.6LMTDetails
Price/CF
20.76
High:CRWD
63.19CRWDLow:AMZN
15.25AMZNDetails
Price/FCF
61.39
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 |
-5.96% | Jun 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 |