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-0.43%
This Month
+20.36%
Year To Date
+34.04%
2 Years
+28.85%
5 Years
+28.85%
10 Years
+8.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.22%
- 📊 ETFs21.84%
- 💰 Finance3.81%
- 💵 Cash3.44%
- 🛍️ Retail Trade2.15%
- 💇♀️ Consumer Services1.31%
- 🍞 Consumer Non Durables1.15%
- 🪙 Cryptocurrencies0.61%
- 🧬 Health Technology0.21%
- 🖥️ Technology Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.25%
- 🇺🇸 Nasdaq21.6%
- 🌍 FX5.4%
- 🇬🇧 LSE3.62%
- 🇺🇸 Chicago Board Options Exchange3.04%
- 🇳🇴 Oslo Stock Exchange2.86%
- 🇭🇰 Hong Kong Exchanges2.62%
- 🌍 Digital Currency2.12%
- 🇫🇷 Euronext Paris1.48%
- 🇨🇭 SIX1.25%
- 🇩🇪 FRA1.2%
- 🌍 CFD0.92%
- 🇩🇰 Copenhagen Stock Exchange0.9%
- 🇦🇺 Sydney0.78%
- 🇪🇸 Bolsa De Madrid0.76%
- 🌍 Commodity0.48%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇮🇹 Borsa Italiana0.45%
- 🇦🇪 Dubai Financial Market0.43%
- 🇸🇪 Stockholm Stock Exchange0.38%
- 🇫🇮 Helsinki Stock Exchange0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33%
- 🇨🇳 China3.29%
- 🇹🇼 Taiwan3.15%
- 🇳🇴 Norway2.86%
- 🇬🇷 Greece2.07%
- 🇪🇸 Spain1.65%
- 🇫🇷 France1.48%
- 🇬🇧 United Kingdom1.46%
- 🇨🇭 Switzerland1.25%
- 🇮🇪 Ireland1.25%
- 🇩🇪 Germany1.2%
- 🇩🇰 Denmark0.9%
- 🇨🇦 Canada0.9%
- 🇦🇺 Australia0.78%
- 🇳🇱 Netherlands0.75%
- 🇭🇰 Hong Kong0.72%
- 🇧🇷 Brazil0.53%
- 🇧🇲 Bermuda0.47%
- 🇮🇹 Italy0.45%
- 🇰🇾 Cayman Islands0.38%
- 🇸🇪 Sweden0.38%
- 🇿🇦 South Africa0.17%
- 🇫🇮 Finland0.13%
- 🇮🇱 Israel0.13%
- 🇰🇷 South Korea0.12%
- 🇱🇺 Luxembourg0.09%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.45%
17 out of 44 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.96% | 5.54% | - |
 JeppeKirkBonde | 0.22% | 1.05% | - |
 CPHequities | 0.16% | 0.71% | - |
 MCD | 0.03% | 2.25% | $6.53 |
 SAN | 0.01% | 1.6% | $0.13 |
 PG | 0.01% | 2.87% | $3.83 |
 KMB | 0.01% | 4.9% | $4.8 |
 KO | 0.01% | 2.87% | $1.89 |
 PEP | 0.01% | 3.72% | $5.15 |
 BAC | 0.01% | 1.96% | $0.96 |
 TGT | 0.01% | 4.68% | $4.42 |
 SBUX | 0.01% | 2.9% | $2.24 |
 BABA | 0.01% | 0.7% | $0.98 |
 WMT | 0% | 0.81% | $0.81 |
 ABT | 0% | 1.87% | $2.16 |
 EL | 0% | 1.4% | $2.64 |
 COST | 0% | 0.59% | $19.22 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (CPHequities) | Pay Day | Dec 30, 2025 | $4.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (CPHequities) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.5/10
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-0.12
-0.12
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.38
0.38
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-0.12
-0.12
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.3
High:
SBUX
52.41SBUXLow:
03690.HK
-266.9303690.HKDetails
PEG Ratio
317.34
High:
MCD
945.82MCDLow:
ABT
11.31ABTDetails
Price/Book
2.07
High:
KMB
25.61KMBLow:MCD
-104.93MCDDetails
Price/Sales
2.52
High:MCD
8.69MCDLow:
TGT
0.42TGTDetails
Price/CF
19.73
High:03690.HK
64.3903690.HKLow:
SAN
3.44SANDetails
Price/FCF
47.16
High:
PEP
5,253.35PEPLow:SAN
11.23SANDetails
P/E Ratio
18.3
High:SBUX
52.41SBUXLow:03690.HK
-266.9303690.HKDetails
PEG Ratio
317.34
High:MCD
945.82MCDLow:ABT
11.31ABTDetails
Price/Book
2.07
High:KMB
25.61KMBLow:MCD
-104.93MCDDetails
Price/Sales
2.52
High:MCD
8.69MCDLow:TGT
0.42TGTDetails
Price/CF
19.73
High:03690.HK
64.3903690.HKLow:SAN
3.44SANDetails
Price/FCF
47.16
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 |
-0.76% | Nov 2025 | - | 2 |
-0.67% | Oct 2024 | Nov 2024 | 1 |