Loading...
+0.05%
Today
+2.05%
This Month
+5.29%
Year To Date
+21.02%
2 Years
+12.72%
5 Years
+4.45%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading64.82%
- 📊 ETFs20.5%
- 💰 Finance3.89%
- 💵 Cash3.32%
- 🛍️ Retail Trade2.23%
- 💇♀️ Consumer Services1.45%
- 🍞 Consumer Non Durables1.33%
- 🪙 Cryptocurrencies0.84%
- 🧬 Health Technology0.24%
- 🚚 Transportation0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.48%
- 🇺🇸 Nasdaq23.1%
- 🌍 FX7.37%
- 🌍 CFD3.5%
- 🇺🇸 Chicago Board Options Exchange3.05%
- 🌍 Digital Currency2.74%
- 🇭🇰 Hong Kong Exchanges2.6%
- 🇩🇪 FRA1.93%
- 🇫🇷 Euronext Paris1.87%
- 🇩🇰 Copenhagen Stock Exchange1.78%
- 🇨🇭 SIX1.18%
- 🇪🇸 Bolsa De Madrid1.01%
- 🇬🇧 LSE0.88%
- 🇮🇹 Borsa Italiana0.55%
- 🇦🇪 Dubai Financial Market0.35%
- 🇸🇪 Stockholm Stock Exchange0.26%
- 🇳🇴 Oslo Stock Exchange0.22%
- 🇫🇮 Helsinki Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.5%
- 🇨🇳 China3.63%
- 🇹🇼 Taiwan2.44%
- 🇩🇪 Germany1.93%
- 🇫🇷 France1.87%
- 🇬🇷 Greece1.86%
- 🇩🇰 Denmark1.78%
- 🇪🇸 Spain1.71%
- 🇨🇭 Switzerland1.18%
- 🇬🇧 United Kingdom0.94%
- 🇧🇲 Bermuda0.91%
- 🇮🇪 Ireland0.86%
- 🇯🇵 Japan0.65%
- 🇨🇦 Canada0.59%
- 🇮🇹 Italy0.55%
- 🇳🇱 Netherlands0.52%
- 🇸🇪 Sweden0.26%
- 🇮🇱 Israel0.25%
- 🇳🇴 Norway0.22%
- 🇰🇾 Cayman Islands0.21%
- 🇱🇺 Luxembourg0.12%
- 🇫🇮 Finland0.12%
- 🇰🇷 South Korea0.08%
- 🇧🇷 Brazil0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.27%
33 out of 43 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $TGT (4.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.38% | 2.79% | - |
 JeppeKirkBonde | 0.29% | 1.49% | - |
 CPHequities | 0.15% | 0.68% | - |
 VWO | 0.05% | 3.02% | - |
 EWJ | 0.05% | 2.12% | - |
 VGK | 0.04% | 2.89% | - |
 VOO | 0.04% | 1.29% | - |
 VNQ | 0.04% | 4.06% | - |
 MCD | 0.03% | 2.27% | $6.53 |
 BND | 0.02% | 3.75% | - |
 ICLN | 0.01% | 1.65% | - |
 SAN | 0.01% | 2.09% | $0.13 |
 ITA | 0.01% | 0.69% | - |
 IEMG | 0.01% | 2.95% | - |
 PG | 0.01% | 2.49% | $3.83 |
 EEM | 0.01% | 2.23% | - |
 KWEB | 0.01% | 3.09% | - |
 FXI | 0.01% | 1.52% | - |
 VOE | 0.01% | 2.31% | - |
 KMB | 0.01% | 3.71% | $4.8 |
 SMH | 0.01% | 0.45% | - |
 XLV | 0.01% | 1.76% | - |
 KO | 0.01% | 2.79% | $1.89 |
 PEP | 0.01% | 4.22% | $5.15 |
 BAC | 0.01% | 2.31% | $0.96 |
 TGT | 0.01% | 4.6% | $4.42 |
 IWN | 0.01% | 1.91% | - |
 BABA | 0.01% | 0.86% | $0.98 |
 SBUX | 0.01% | 2.68% | $2.24 |
 WMT | 0% | 0.96% | $0.81 |
 ABT | 0% | 1.71% | $2.16 |
 EL | 0% | 2.5% | $2.64 |
 COST | 0% | 0.47% | $19.22 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
NVDA (CPHequities) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 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 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 AU (CPHequities) | Pay Day | Jun 13, 2025 | $0.12 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
 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 (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
META (CPHequities) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
 SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
 AVGO (CPHequities) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
META (CPHequities) | Pay Day | Jun 26, 2025 | $0.52 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
AVGO (CPHequities) | Pay Day | Jun 30, 2025 | $0.59 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
 MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
NVDA (CPHequities) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EEM | Pay Day | Dec 20, 2025 | $0.73 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
IEMG | Pay Day | Dec 20, 2025 | $0.00 |
ICLN | Pay Day | Dec 20, 2025 | $0.11 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
Performance Metrics
Score 2.7/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-2.55
-2.55
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
-0.16
-0.16
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.11
-0.11
-1
1
2
3
3
Jensen's Alpha
-2.55
-2.55
-3
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
-0.16
-0.16
-1
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
15.54
High:
COST
57.57COSTLow:
EL
-28.25ELDetails
PEG Ratio
614.15
High:
KO
10,192.65KOLow:
ABT
12.38ABTDetails
Price/Book
2.12
High:
KMB
40.26KMBLow:
MCD
-63.63MCDDetails
Price/Sales
2.45
High:MCD
8.59MCDLow:
TGT
0.42TGTDetails
Price/CF
25.08
High:KO
282.33KOLow:
SAN
3.44SANDetails
Price/FCF
65.23
High:
PEP
5,253.35PEPLow:SAN
11.23SANDetails
P/E Ratio
15.54
High:COST
57.57COSTLow:EL
-28.25ELDetails
PEG Ratio
614.15
High:KO
10,192.65KOLow:ABT
12.38ABTDetails
Price/Book
2.12
High:KMB
40.26KMBLow:MCD
-63.63MCDDetails
Price/Sales
2.45
High:MCD
8.59MCDLow:TGT
0.42TGTDetails
Price/CF
25.08
High:KO
282.33KOLow:SAN
3.44SANDetails
Price/FCF
65.23
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 |