Loading...
-0.62%
This Month
+12.68%
Year To Date
+61.89%
2 Years
+50.57%
5 Years
+43.05%
10 Years
+5.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash37.78%
- 🪙 Cryptocurrencies14.51%
- 🪨 Non Energy Minerals13.94%
- 💻 Electronic Technology8.9%
- 🖥️ Technology Services5.57%
- 👥 Copy Trading4.51%
- 💇♀️ Consumer Services3.95%
- 🍞 Consumer Non Durables2.37%
- 🧪 Process Industries2.01%
- 🧬 Health Technology1.88%
- 📊 ETFs1.85%
- 🚚 Transportation1.13%
- 💰 Finance0.92%
- 🚗 Consumer Durables0.64%
- 🛍️ Retail Trade0.39%
- 🛠️ Producer Manufacturing0.38%
- ⛏️ Energy Minerals0.38%
- 📡 Communications0.1%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.16%
- 🌍 Digital Currency14.54%
- 🇺🇸 Nasdaq13.47%
- 🇳🇱 Euronext Amsterdam3.53%
- 🇬🇧 LSE2.91%
- 🇭🇰 Hong Kong Exchanges1.28%
- 🇩🇪 FRA1.22%
- 🇧🇪 Euronext Brussels0.98%
- 🇺🇸 OTC Markets Stock Exchange0.5%
- 🇺🇸 Chicago Board Options Exchange0.34%
- 🇫🇷 Euronext Paris0.26%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇨🇭 SIX0.09%
- 🌍 FX0.04%
- 🇦🇪 Dubai Financial Market0.03%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🌍 Commodity0.02%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.62%
- 🇨🇦 Canada10.88%
- 🇳🇱 Netherlands4.13%
- 🇬🇧 United Kingdom2.14%
- 🇨🇳 China2.02%
- 🇺🇾 Uruguay1.86%
- 🇧🇷 Brazil1.7%
- 🇰🇷 South Korea1.37%
- 🇩🇪 Germany1.22%
- 🇧🇪 Belgium0.98%
- 🇮🇪 Ireland0.73%
- 🇨🇭 Switzerland0.46%
- 🇿🇦 South Africa0.28%
- 🇪🇸 Spain0.16%
- 🇸🇬 Singapore0.12%
- 🇮🇱 Israel0.12%
- 🇹🇼 Taiwan0.11%
- 🇧🇲 Bermuda0.1%
- 🇦🇷 Argentina0.06%
- 🇩🇰 Denmark0.03%
- 🇫🇷 France0.03%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.02%
- 🇫🇮 Finland0.01%
- 🇱🇺 Luxembourg0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.61%
52 out of 153 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $FRCB (180000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.1% | 6.38% | $1.33 |
 HTZWW | 0.09% | 19.03% | $0.53 |
 RIO | 0.05% | 5.35% | $4.34 |
 NKE | 0.04% | 2.37% | $1.45 |
 FRCB | 0.03% | 180000% | $1.08 |
 ASML.NV | 0.03% | 0.74% | $6.1 |
 BAS.DE | 0.02% | 5.19% | $3.4 |
 PAAS | 0.02% | 1.1% | $0.4 |
 MDT.US | 0.02% | 2.94% | $2.77 |
 EVK.DE | 0.02% | 7.92% | $1.17 |
 IAG.L | 0.02% | 1.81% | - |
 PFE | 0.02% | 6.99% | $1.66 |
 SMSN.L | 0.02% | 1.24% | $23.68 |
 JeppeKirkBonde | 0.02% | 1% | - |
 SBUX | 0.01% | 2.91% | $2.24 |
 AGI | 0.01% | 0.29% | $0.1 |
 PatriciaVanhede | 0.01% | 1.24% | - |
 B | 0.01% | 1.32% | $0.4 |
 PBR.A | 0.01% | 11.18% | $2.21 |
 ALIT | 0.01% | 5.32% | - |
 INTC | 0% | 0.33% | $0.5 |
 MMM | 0% | 1.82% | $5.21 |
 ABI.BR | 0% | 1.31% | $0.57 |
 MCD | 0% | 2.31% | $6.53 |
 YUMC | 0% | 1.96% | $0.58 |
 PUM.DE | 0% | 2.86% | $0.82 |
 ADS.DE | 0% | 1.03% | $0.7 |
 SCHW | 0% | 1.12% | $1 |
 AIR.PA | 0% | 0.96% | $1.8 |
 BABA | 0% | 0.6% | $0.98 |
 MSFT | 0% | 0.66% | $3 |
 GOOGL | 0% | 0.32% | $0.2 |
 DIS | 0% | 0.89% | $0.75 |
 MEL.MC | 0% | 1.6% | - |
 AAPL | 0% | 0.39% | $0.97 |
 PSKY | 0% | 1.18% | $0.2 |
 CRM | 0% | 0.65% | $0.4 |
 HCC | 0% | 0.47% | $0.3 |
 ffedde | 0% | 0.28% | - |
 CNQ | 0% | 5.66% | $1.48 |
 AG | 0% | 0.14% | $0.02 |
 STLA.US | 0% | 7.47% | $1.71 |
 InvestmentsPro | 0% | 0.25% | - |
 AEM | 0% | 0.92% | $1.6 |
 goodgoing | 0% | 0.17% | - |
 01211.HK | 0% | 1.39% | $3.41 |
 HAL | 0% | 2.9% | $0.66 |
 CAKE | 0% | 1.99% | $1.08 |
 GOOG | 0% | 0.32% | $0.2 |
 EXPE | 0% | 0.55% | - |
 DHR | 0% | 0.59% | $1.05 |
 mkhtnr | 0% | 0.02% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ASML.NV | Ex-Dividend | Oct 28, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
DHR | Pay Day | Oct 31, 2025 | $0.32 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
ASML.NV | Pay Day | Nov 6, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
 TGT (mkhtnr) | Ex-Dividend | Nov 12, 2025 | $1.14 |
SBUX | Ex-Dividend | Nov 14, 2025 | $0.62 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (InvestmentsPro) | Ex-Dividend | Nov 20, 2025 | $0.91 |
SBUX | Pay Day | Nov 28, 2025 | $0.62 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
AEM | Ex-Dividend | Dec 1, 2025 | $0.40 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
TGT (mkhtnr) | Pay Day | Dec 1, 2025 | $1.14 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (InvestmentsPro) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (mkhtnr) | Ex-Dividend | Dec 11, 2025 | $0.84 |
AEM | Pay Day | Dec 15, 2025 | $0.40 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 CQQQ (InvestmentsPro) | Pay Day | Dec 27, 2025 | $0.00 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (mkhtnr) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.6/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
6.42
6.42
-2
0
2
7
7
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
6.42
6.42
-2
0
2
7
7
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
2.95
2.95
0
0.75
1.25
3
3
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.11
High:
TSLA
259.11TSLALow:
AG
-728.93AGDetails
PEG Ratio
364.16
High:
AAPL
27,104.01AAPLLow:AG
-785.98AGDetails
Price/Book
5.58
High:
OCGN
155.02OCGNLow:
NIO
-94.18NIODetails
Price/Sales
5.19
High:
SPCE
111.28SPCELow:
CRBP
-CRBPDetails
Price/CF
15.59
High:
EDIT
432.15EDITLow:
XELA
0.05XELADetails
Price/FCF
39.43
High:
SBUX
1,256.06SBUXLow:
HTZ
0.31HTZDetails
P/E Ratio
36.11
High:TSLA
259.11TSLALow:AG
-728.93AGDetails
PEG Ratio
364.16
High:AAPL
27,104.01AAPLLow:AG
-785.98AGDetails
Price/Book
5.58
High:OCGN
155.02OCGNLow:NIO
-94.18NIODetails
Price/Sales
5.19
High:SPCE
111.28SPCELow:CRBP
-CRBPDetails
Price/CF
15.59
High:EDIT
432.15EDITLow:XELA
0.05XELADetails
Price/FCF
39.43
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 | Jul 2025 | 5 |
-3.85% | Jun 2024 | Sep 2024 | 3 |
-2.45% | Dec 2024 | Jan 2025 | 1 |
-0.62% | Oct 2025 | - | 1 |