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+0.51%
Today
+2.73%
This Month
+2.6%
Year To Date
+43.24%
2 Years
+31.61%
5 Years
+3.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash40.28%
- 🪙 Cryptocurrencies14.04%
- 🪨 Non Energy Minerals12.05%
- 💻 Electronic Technology7.74%
- 💇♀️ Consumer Services4.03%
- 🍞 Consumer Non Durables3.74%
- 🖥️ Technology Services3.51%
- 👥 Copy Trading2.92%
- 📊 ETFs1.93%
- 💰 Finance1.21%
- 🧬 Health Technology1.17%
- 🚚 Transportation1.04%
- 🛠️ Producer Manufacturing0.87%
- 🧪 Process Industries0.83%
- 🚗 Consumer Durables0.43%
- 🛍️ Retail Trade0.32%
- 📡 Communications0.1%
- ⛏️ Energy Minerals0.06%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE20.21%
- 🌍 Digital Currency14.09%
- 🇺🇸 Nasdaq10.43%
- 🇳🇱 Euronext Amsterdam2.84%
- 🇬🇧 LSE2.33%
- 🇭🇰 Hong Kong Exchanges2.16%
- 🇩🇪 FRA1.41%
- 🇺🇸 OTC Markets Stock Exchange0.64%
- 🇺🇸 Chicago Board Options Exchange0.49%
- 🇫🇷 Euronext Paris0.23%
- 🇪🇸 Bolsa De Madrid0.21%
- 🌍 CFD0.09%
- 🇨🇭 SIX0.06%
- 🌍 FX0.04%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇦🇪 Dubai Financial Market0.02%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇧🇪 Euronext Brussels-0.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.67%
- 🇨🇦 Canada9.24%
- 🇳🇱 Netherlands3.1%
- 🇨🇳 China2.79%
- 🇬🇧 United Kingdom1.99%
- 🇧🇷 Brazil1.56%
- 🇩🇪 Germany1.5%
- 🇺🇾 Uruguay1.43%
- 🇰🇷 South Korea0.94%
- 🇮🇪 Ireland0.73%
- 🇨🇭 Switzerland0.37%
- 🇪🇸 Spain0.21%
- 🇿🇦 South Africa0.18%
- 🇮🇱 Israel0.12%
- 🇧🇲 Bermuda0.1%
- 🇹🇼 Taiwan0.07%
- 🇦🇷 Argentina0.06%
- 🇸🇬 Singapore0.04%
- 🇯🇵 Japan0.04%
- 🇩🇰 Denmark0.03%
- 🇫🇷 France0.02%
- 🇸🇪 Sweden0.01%
- 🇳🇴 Norway0.01%
- 🇱🇺 Luxembourg0.01%
- 🇫🇮 Finland0.01%
- 🇷🇺 Russia0%
- 🇧🇪 Belgium-0.43%
Dividends
Dividend Yield
0.78%
58 out of 150 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $FRCB (120000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.12% | 7.87% | $1.33 |
 HTZWW | 0.1% | 16.28% | $0.53 |
 NKE | 0.07% | 2.5% | $1.45 |
 RIO | 0.06% | 6.77% | $4.34 |
 FRCB | 0.04% | 120000% | $1.08 |
 PAAS | 0.03% | 1.36% | $0.4 |
 ASML.NV | 0.03% | 0.96% | $6.1 |
 BAS.DE | 0.03% | 5.38% | $3.4 |
 MDT.US | 0.02% | 3.21% | $2.77 |
 INTC | 0.02% | 2.49% | $0.5 |
 IAG.L | 0.02% | 2.09% | - |
 myhungetoro | 0.02% | 3.72% | - |
 SMSN.L | 0.02% | 2.2% | $23.68 |
 SBUX | 0.02% | 2.68% | $2.24 |
 TLT | 0.02% | 4.39% | - |
 JeppeKirkBonde | 0.02% | 1.49% | - |
 SBSW | 0.01% | 6.83% | $0.3 |
 MCHI | 0.01% | 2.04% | - |
 EVK.DE | 0.01% | 6.12% | $1.17 |
 VOW3.DE | 0.01% | 6.94% | $9.06 |
 PFE | 0.01% | 7.28% | $1.66 |
 AGI | 0.01% | 0.36% | $0.1 |
 B | 0.01% | 1.95% | $0.4 |
 SCHD | 0.01% | 3.97% | - |
 PBR.A | 0.01% | 12.14% | $2.21 |
 MMM | 0.01% | 1.97% | $5.21 |
 ffedde | 0% | 1.99% | - |
 ABI.BR | 0% | 1.13% | $0.57 |
 MCD | 0% | 2.27% | $6.53 |
 PUM.DE | 0% | 2.82% | $0.82 |
 YUMC | 0% | 1.86% | $0.58 |
 LABD | 0% | 3.79% | - |
 ADS.DE | 0% | 0.95% | $0.7 |
 SAB.MC | 0% | 5.88% | $0.05 |
 AIR.PA | 0% | 1.21% | $1.8 |
 SCHW | 0% | 1.18% | $1 |
 BABA | 0% | 0.86% | $0.98 |
 MSFT | 0% | 0.69% | $3 |
 GOOGL | 0% | 0.47% | $0.2 |
 DIS | 0% | 0.88% | $0.75 |
 INDA | 0% | 0.74% | - |
 MEL.MC | 0% | 1.67% | - |
 AAPL | 0% | 0.5% | $0.97 |
 PARA | 0% | 1.68% | $0.2 |
 InvestmentsPro | 0% | 0.37% | - |
 CRM | 0% | 0.59% | $0.4 |
 mkhtnr | 0% | 0.21% | - |
 AG | 0% | 0.23% | $0.02 |
 goodgoing | 0% | 0.19% | - |
 STLA.US | 0% | 7.13% | $1.71 |
 AEM | 0% | 1.31% | $1.6 |
 01211.HK | 0% | 1.06% | $3.41 |
 HAL | 0% | 3.31% | $0.66 |
 GOOG | 0% | 0.46% | $0.2 |
 rayvahey | 0% | 0.05% | - |
 DHR | 0% | 0.6% | $1.05 |
 EXPE | 0% | 0.45% | - |
 PatriciaVanhede | -0.01% | 1.07% | - |
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 (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (InvestmentsPro) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 LYB (ffedde) | Pay Day | Jun 9, 2025 | $1.37 |
 ZIM (ffedde) | Pay Day | Jun 9, 2025 | $0.74 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (InvestmentsPro) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (mkhtnr) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AGI | Ex-Dividend | Jun 12, 2025 | $0.02 |
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 (InvestmentsPro) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (mkhtnr) | Ex-Dividend | Jun 12, 2025 | $0.68 |
BABA (goodgoing) | Ex-Dividend | Jun 12, 2025 | $0.95 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
PARA | Ex-Dividend | Jun 16, 2025 | $0.05 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL | 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 (InvestmentsPro) | Pay Day | Jun 16, 2025 | $0.21 |
META (InvestmentsPro) | Ex-Dividend | Jun 16, 2025 | $0.52 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 MPW (goodgoing) | Ex-Dividend | Jun 18, 2025 | $0.08 |
 VLO (ffedde) | Pay Day | Jun 18, 2025 | $1.13 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
HAL | Pay Day | Jun 25, 2025 | $0.17 |
AGI | Pay Day | Jun 26, 2025 | $0.02 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (InvestmentsPro) | Pay Day | Jun 26, 2025 | $0.52 |
DHR | Ex-Dividend | Jun 27, 2025 | $0.32 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
PARA | Pay Day | Jul 1, 2025 | $0.05 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (InvestmentsPro) | Pay Day | Jul 3, 2025 | $0.01 |
 RCL (InvestmentsPro) | Pay Day | Jul 3, 2025 | $0.75 |
NVDA (mkhtnr) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
MEL.MC | Ex-Dividend | Jul 7, 2025 | $0.16 |
MEL.MC | Pay Day | Jul 9, 2025 | $0.16 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (mkhtnr) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (goodgoing) | Pay Day | Jul 10, 2025 | $0.95 |
 SLB (ffedde) | Pay Day | Jul 10, 2025 | $0.28 |
MPW (goodgoing) | Pay Day | Jul 17, 2025 | $0.08 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DHR | Pay Day | Jul 25, 2025 | $0.32 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
MCHI | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.6/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
5.57
5.57
-2
0
2
6
6
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
2.63
2.63
0
0.75
1.25
3
3
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
5.57
5.57
-2
0
2
6
6
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
2.63
2.63
0
0.75
1.25
3
3
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.67
High:
OLO
509.71OLOLow:
SNOW
-50.12SNOWDetails
PEG Ratio
521.25
High:
DLO
8,046.41DLOLow:
UDMY
-117.06UDMYDetails
Price/Book
4.79
High:
AAPL
45.61AAPLLow:
NIO
-139.72NIODetails
Price/Sales
3.89
High:
OCGN
68.45OCGNLow:
CRBP
-CRBPDetails
Price/CF
15.06
High:
EDIT
432.15EDITLow:
HTZ
0.57HTZDetails
Price/FCF
34.11
High:
SBUX
1,256.06SBUXLow:HTZ
0.31HTZDetails
P/E Ratio
27.67
High:OLO
509.71OLOLow:SNOW
-50.12SNOWDetails
PEG Ratio
521.25
High:DLO
8,046.41DLOLow:UDMY
-117.06UDMYDetails
Price/Book
4.79
High:AAPL
45.61AAPLLow:NIO
-139.72NIODetails
Price/Sales
3.89
High:OCGN
68.45OCGNLow:CRBP
-CRBPDetails
Price/CF
15.06
High:EDIT
432.15EDITLow:HTZ
0.57HTZDetails
Price/FCF
34.11
High:SBUX
1,256.06SBUXLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.1% | Apr 2018 | Dec 2020 | 32 |
-43.59% | Jun 2021 | May 2024 | 35 |
-13.91% | Jan 2021 | May 2021 | 4 |
-6.69% | Feb 2025 | - | 5 |
-3.85% | Jun 2024 | Sep 2024 | 3 |
-2.45% | Dec 2024 | Jan 2025 | 1 |