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-0.23%
This Month
+8.56%
Year To Date
+40%
2 Years
+28.96%
5 Years
+37.82%
10 Years
+4.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash36.7%
- 🪨 Non Energy Minerals16.07%
- 🪙 Cryptocurrencies11.66%
- 💻 Electronic Technology9.14%
- 🖥️ Technology Services5.34%
- 👥 Copy Trading4.63%
- 💇♀️ Consumer Services3.87%
- 🍞 Consumer Non Durables3.23%
- 🧪 Process Industries1.9%
- 📊 ETFs1.9%
- 🧬 Health Technology1.58%
- 🚚 Transportation1.18%
- 💰 Finance0.93%
- 🚗 Consumer Durables0.48%
- ⛏️ Energy Minerals0.45%
- 🛠️ Producer Manufacturing0.4%
- 🛍️ Retail Trade0.37%
- 🧩 Miscellaneous0.33%
- 📡 Communications0.1%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.38%
- 🇺🇸 Nasdaq13.94%
- 🌍 Digital Currency11.69%
- 🇳🇱 Euronext Amsterdam3.77%
- 🇬🇧 LSE3.14%
- 🇭🇰 Hong Kong Exchanges1.22%
- 🇩🇪 FRA1.19%
- 🇧🇪 Euronext Brussels1.02%
- 🇺🇸 OTC Markets Stock Exchange0.5%
- 🇺🇸 Chicago Board Options Exchange0.32%
- 🇫🇷 Euronext Paris0.26%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇨🇭 SIX0.1%
- 🌍 FX0.08%
- 🇦🇪 Dubai Financial Market0.04%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇸🇦 Tadawul0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.27%
- 🇨🇦 Canada12.57%
- 🇳🇱 Netherlands4.23%
- 🇬🇧 United Kingdom2.32%
- 🇧🇷 Brazil1.93%
- 🇨🇳 China1.91%
- 🇺🇾 Uruguay1.8%
- 🇰🇷 South Korea1.46%
- 🇩🇪 Germany1.19%
- 🇧🇪 Belgium1.02%
- 🇮🇪 Ireland0.77%
- 🇨🇭 Switzerland0.55%
- 🇿🇦 South Africa0.32%
- 🇪🇸 Spain0.17%
- 🇹🇼 Taiwan0.12%
- 🇮🇱 Israel0.12%
- 🇧🇲 Bermuda0.1%
- 🇦🇷 Argentina0.08%
- 🇸🇬 Singapore0.05%
- 🇩🇰 Denmark0.03%
- 🇸🇪 Sweden0.03%
- 🇫🇷 France0.03%
- 🇳🇴 Norway0.02%
- 🇫🇮 Finland0.01%
- 🇱🇺 Luxembourg0.01%
- 🇭🇰 Hong Kong0%
- 🇸🇦 Saudi Arabia0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.78%
54 out of 154 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $FRCB (108000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.19% | 9.94% | $1.33 |
 HTZWW | 0.1% | 19.37% | $0.53 |
 FRCB | 0.07% | 108000% | $1.08 |
 RIO | 0.05% | 4.89% | $4.34 |
 NKE | 0.05% | 2.39% | $1.45 |
 ASML.NV | 0.03% | 0.72% | $6.1 |
 BAS.DE | 0.02% | 5.06% | $3.4 |
 PAAS | 0.02% | 0.94% | $0.4 |
 IAG.L | 0.02% | 2.05% | - |
 MDT.US | 0.02% | 2.89% | $2.77 |
 EVK.DE | 0.02% | 8.9% | $1.17 |
 PFE | 0.02% | 6.54% | $1.66 |
 VNOM | 0.02% | 5.91% | $2.08 |
 JeppeKirkBonde | 0.02% | 1.06% | - |
 SMSN.L | 0.02% | 1.23% | $23.68 |
 STZ | 0.01% | 2.85% | $3.68 |
 SBUX | 0.01% | 2.9% | $2.24 |
 AGI | 0.01% | 0.27% | $0.1 |
 B | 0.01% | 1.21% | $0.4 |
 ALIT | 0.01% | 7.77% | - |
 PBR.A | 0.01% | 10.04% | $2.21 |
 PatriciaVanhede | 0.01% | 0.79% | - |
 MMM | 0% | 1.77% | $5.21 |
 YUMC | 0% | 2% | $0.58 |
 MCD | 0% | 2.25% | $6.53 |
 PUM.DE | 0% | 2.7% | $0.82 |
 ADS.DE | 0% | 1.19% | $0.7 |
 ABI.BR | 0% | 0.83% | $0.57 |
 SCHW | 0% | 1.14% | $1 |
 AIR.PA | 0% | 1.04% | $1.8 |
 BABA | 0% | 0.7% | $0.98 |
 MSFT | 0% | 0.74% | $3 |
 GOOGL | 0% | 0.27% | $0.2 |
 DIS | 0% | 0.91% | $0.75 |
 MEL.MC | 0% | 1.52% | - |
 ffedde | 0% | 0.44% | - |
 AAPL | 0% | 0.38% | $0.97 |
 PSKY | 0% | 1.45% | $0.2 |
 CRM | 0% | 0.66% | $0.4 |
 HCC | 0% | 0.38% | $0.3 |
 CNQ | 0% | 5.21% | $1.48 |
 AG | 0% | 0.13% | $0.02 |
 STLA.US | 0% | 6.69% | $1.71 |
 InvestmentsPro | 0% | 0.21% | - |
 AEM | 0% | 0.95% | $1.6 |
 goodgoing | 0% | 0.2% | - |
 01211.HK | 0% | 1.53% | $3.41 |
 rayvahey | 0% | 0.1% | - |
 HAL | 0% | 2.42% | $0.66 |
 CAKE | 0% | 2.15% | $1.08 |
 GOOG | 0% | 0.27% | $0.2 |
 EXPE | 0% | 0.57% | - |
 DHR | 0% | 0.56% | $1.05 |
 mkhtnr | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 |
Performance Metrics
Score 5.6/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
5.59
5.59
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
5.59
5.59
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.72
2.72
0
0.75
1.25
3
3
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.02
High:
INTC
3,538.68INTCLow:
UDMY
-196.64UDMYDetails
PEG Ratio
218.27
High:INTC
3,525.38INTCLow:UDMY
-205.28UDMYDetails
Price/Book
5.82
High:
OCGN
122.02OCGNLow:
MCD
-104.93MCDDetails
Price/Sales
5.44
High:
SPCE
107.73SPCELow:
CRBP
-CRBPDetails
Price/CF
18.24
High:
EDIT
432.15EDITLow:
XELA
0.05XELADetails
Price/FCF
45.09
High:
MMM
2,385.78MMMLow:
HTZ
0.31HTZDetails
P/E Ratio
31.02
High:INTC
3,538.68INTCLow:UDMY
-196.64UDMYDetails
PEG Ratio
218.27
High:INTC
3,525.38INTCLow:UDMY
-205.28UDMYDetails
Price/Book
5.82
High:OCGN
122.02OCGNLow:MCD
-104.93MCDDetails
Price/Sales
5.44
High:SPCE
107.73SPCELow:CRBP
-CRBPDetails
Price/CF
18.24
High:EDIT
432.15EDITLow:XELA
0.05XELADetails
Price/FCF
45.09
High:MMM
2,385.78MMMLow: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 |
-4.26% | Oct 2025 | - | 3 |
-3.85% | Jun 2024 | Sep 2024 | 3 |
-2.45% | Dec 2024 | Jan 2025 | 1 |