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+0.02%
Today
-1%
This Month
+7.56%
Year To Date
+32.01%
2 Years
-24.41%
5 Years
-5.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance41.52%
- 🧩 Miscellaneous26.57%
- 📊 ETFs14.31%
- 👥 Copy Trading7.77%
- 💻 Electronic Technology3.68%
- 💵 Cash3.46%
- 🏭 Industrial Services1.51%
- 🏥 Health Services1.16%
- ⛏️ Energy Minerals0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.48%
- 🇺🇸 Nasdaq35.04%
- 🇩🇪 Xetra ETFs0.26%
- 🇪🇸 Bolsa De Madrid0.23%
- 🇨🇭 SIX0.23%
- 🇫🇷 Euronext Paris0.21%
- 🇩🇪 FRA0.2%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🌍 Digital Currency0.08%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇦🇪 Dubai Financial Market0.07%
- 🇮🇹 Borsa Italiana0.07%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇬🇧 LSE0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.99%
- 🇺🇾 Uruguay0.36%
- 🇯🇵 Japan0.29%
- 🇹🇼 Taiwan0.24%
- 🇪🇸 Spain0.23%
- 🇨🇭 Switzerland0.23%
- 🇫🇷 France0.21%
- 🇩🇪 Germany0.2%
- 🇳🇱 Netherlands0.11%
- 🇨🇦 Canada0.1%
- 🇩🇰 Denmark0.09%
- 🇨🇳 China0.08%
- 🇮🇹 Italy0.07%
- 🇸🇪 Sweden0.05%
- 🇳🇴 Norway0.04%
- 🇮🇱 Israel0.04%
- 🇱🇺 Luxembourg0.03%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.02%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.53%
7 out of 9 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $IEP (30.67%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 IEP | Pay Day | Jun 25, 2025 | $0.50 |
 META (Fab_Zan) | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 BKNG (Fab_Zan) | Pay Day | Jun 30, 2025 | $9.60 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 MSFT (Fab_Zan) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (Fab_Zan) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.9/10
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-5.41
-5.41
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
-3.44
-3.44
-4
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Beta
0.11
0.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-5.41
-5.41
-6
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
-3.44
-3.44
-4
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.56
High:
NVDA
46.44NVDALow:
IEP
-4.92IEPDetails
PEG Ratio
111.88
High:
BRK.B
120.75BRK.BLow:
CI
36.3CIDetails
Price/Book
2.06
High:NVDA
41.94NVDALow:BRK.B
1.61BRK.BDetails
Price/Sales
3.47
High:NVDA
23.89NVDALow:CI
0.34CIDetails
Price/CF
36.4
High:BRK.B
37.15BRK.BLow:IEP
5.26IEPDetails
Price/FCF
70.79
High:BRK.B
95.23BRK.BLow:CI
20.26CIDetails
P/E Ratio
15.56
High:NVDA
46.44NVDALow:IEP
-4.92IEPDetails
PEG Ratio
111.88
High:BRK.B
120.75BRK.BLow:CI
36.3CIDetails
Price/Book
2.06
High:NVDA
41.94NVDALow:BRK.B
1.61BRK.BDetails
Price/Sales
3.47
High:NVDA
23.89NVDALow:CI
0.34CIDetails
Price/CF
36.4
High:BRK.B
37.15BRK.BLow:IEP
5.26IEPDetails
Price/FCF
70.79
High:BRK.B
95.23BRK.BLow:CI
20.26CIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.02% | Oct 2020 | - | 57 |