Loading...
+0.64%
This Month
+13.35%
Year To Date
+32.06%
2 Years
+21.35%
5 Years
+21.35%
10 Years
+6.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.39%
- 📊 ETFs20.66%
- 💰 Finance3.8%
- 💵 Cash3.4%
- 🛍️ Retail Trade2.23%
- 💇♀️ Consumer Services1.37%
- 🍞 Consumer Non Durables1.26%
- 🪙 Cryptocurrencies0.83%
- 🧬 Health Technology0.23%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.41%
- 🇺🇸 Nasdaq19.82%
- 🌍 FX6.59%
- 🌍 CFD3.31%
- 🇺🇸 Chicago Board Options Exchange3.03%
- 🌍 Digital Currency2.86%
- 🇭🇰 Hong Kong Exchanges2.28%
- 🇩🇪 FRA1.63%
- 🇬🇧 LSE1.61%
- 🇳🇴 Oslo Stock Exchange1.52%
- 🇨🇭 SIX1.26%
- 🇩🇰 Copenhagen Stock Exchange1.23%
- 🇪🇸 Bolsa De Madrid0.79%
- 🇫🇷 Euronext Paris0.66%
- 🇮🇹 Borsa Italiana0.45%
- 🇦🇪 Dubai Financial Market0.34%
- 🇳🇱 Euronext Amsterdam0.3%
- 🇸🇪 Stockholm Stock Exchange0.26%
- 🇫🇮 Helsinki Stock Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.02%
- 🇨🇳 China3.07%
- 🇹🇼 Taiwan2.46%
- 🇬🇷 Greece1.85%
- 🇩🇪 Germany1.63%
- 🇪🇸 Spain1.56%
- 🇳🇴 Norway1.52%
- 🇬🇧 United Kingdom1.35%
- 🇨🇭 Switzerland1.26%
- 🇩🇰 Denmark1.23%
- 🇮🇪 Ireland0.89%
- 🇫🇷 France0.66%
- 🇧🇲 Bermuda0.66%
- 🇨🇦 Canada0.6%
- 🇳🇱 Netherlands0.51%
- 🇮🇹 Italy0.45%
- 🇰🇾 Cayman Islands0.36%
- 🇸🇪 Sweden0.26%
- 🇿🇦 South Africa0.26%
- 🇮🇱 Israel0.15%
- 🇫🇮 Finland0.1%
- 🇱🇺 Luxembourg0.1%
- 🇰🇷 South Korea0.09%
- 🇧🇷 Brazil0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.48%
33 out of 44 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: $TGT (4.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.61% | 4.35% | - |
 JeppeKirkBonde | 0.28% | 1.45% | - |
 CPHequities | 0.15% | 0.71% | - |
 EWJ | 0.05% | 2.2% | - |
 VWO | 0.05% | 2.81% | - |
 VGK | 0.04% | 2.96% | - |
 VOO | 0.04% | 1.22% | - |
 VNQ | 0.03% | 3.89% | - |
 MCD | 0.03% | 2.26% | $6.53 |
 BND | 0.02% | 3.73% | - |
 ICLN | 0.02% | 1.94% | - |
 FXI | 0.02% | 2.62% | - |
 IEMG | 0.01% | 3.13% | - |
 SAN | 0.01% | 1.77% | $0.13 |
 ITA | 0.01% | 0.58% | - |
 PG | 0.01% | 2.59% | $3.83 |
 EEM | 0.01% | 2.45% | - |
 KWEB | 0.01% | 3% | - |
 VOE | 0.01% | 2.26% | - |
 KMB | 0.01% | 3.87% | $4.8 |
 XLV | 0.01% | 1.78% | - |
 SMH | 0.01% | 0.38% | - |
 KO | 0.01% | 2.97% | $1.89 |
 PEP | 0.01% | 3.81% | $5.15 |
 BAC | 0.01% | 2.14% | $0.96 |
 TGT | 0.01% | 4.84% | $4.42 |
 IWN | 0.01% | 1.84% | - |
 BABA | 0.01% | 0.76% | $0.98 |
 SBUX | 0.01% | 2.86% | $2.24 |
 WMT | 0% | 0.94% | $0.81 |
 ABT | 0% | 1.75% | $2.16 |
 EL | 0% | 1.57% | $2.64 |
 COST | 0% | 0.51% | $19.22 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOG (CPHequities) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 SBLK (FundManagerZech) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (FundManagerZech) | Ex-Dividend | Sep 10, 2025 | $0.65 |
 MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 CIVI (FundManagerZech) | Ex-Dividend | Sep 11, 2025 | $0.50 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (CPHequities) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 GFI (CPHequities) | Ex-Dividend | Sep 12, 2025 | $0.40 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Sep 15, 2025 | $0.21 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BARC.L (CPHequities) | Pay Day | Sep 16, 2025 | $0.04 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (CPHequities) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.65 |
CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
GFI (CPHequities) | Pay Day | Sep 25, 2025 | $0.40 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (CPHequities) | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
 MCK (CPHequities) | Pay Day | Oct 1, 2025 | $0.82 |
KMB | Pay Day | Oct 2, 2025 | $1.26 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (CPHequities) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
 PUK (CPHequities) | Pay Day | Oct 16, 2025 | $0.15 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.6/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.82
High:
COST
54.22COSTLow:
EL
-27.8ELDetails
PEG Ratio
420.2
High:
MCD
1,299.66MCDLow:
ABT
10.91ABTDetails
Price/Book
2.12
High:
KMB
33.73KMBLow:MCD
-81.96MCDDetails
Price/Sales
2.52
High:MCD
8.73MCDLow:
TGT
0.4TGTDetails
Price/CF
24.44
High:
KO
233.26KOLow:
SAN
3.44SANDetails
Price/FCF
82.8
High:
PEP
5,253.35PEPLow:SAN
11.23SANDetails
P/E Ratio
18.82
High:COST
54.22COSTLow:EL
-27.8ELDetails
PEG Ratio
420.2
High:MCD
1,299.66MCDLow:ABT
10.91ABTDetails
Price/Book
2.12
High:KMB
33.73KMBLow:MCD
-81.96MCDDetails
Price/Sales
2.52
High:MCD
8.73MCDLow:TGT
0.4TGTDetails
Price/CF
24.44
High:KO
233.26KOLow:SAN
3.44SANDetails
Price/FCF
82.8
High:PEP
5,253.35PEPLow:SAN
11.23SANDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.88% | Apr 2022 | Mar 2024 | 23 |
-5.87% | Feb 2025 | Jun 2025 | 4 |
-2.57% | Dec 2024 | Jan 2025 | 1 |
-0.95% | Apr 2024 | May 2024 | 1 |
-0.81% | Jun 2024 | Sep 2024 | 3 |
-0.67% | Oct 2024 | Nov 2024 | 1 |