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+0.08%
Today
-4.23%
This Month
-7.61%
Year To Date
+30.16%
2 Years
+4.45%
5 Years
+1.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.06%
- 💻 Electronic Technology17.79%
- 🖥️ Technology Services12.3%
- 🪙 Cryptocurrencies6.45%
- 🚗 Consumer Durables5.95%
- 💇♀️ Consumer Services4.24%
- 🛍️ Retail Trade3.84%
- 🛠️ Producer Manufacturing1.91%
- 🧬 Health Technology1.85%
- 🍞 Consumer Non Durables1.37%
- 🚚 Transportation1.12%
- 🪨 Non Energy Minerals1.1%
- 💼 Commercial Services0.87%
- ⛏️ Energy Minerals0.66%
- 🧪 Process Industries0.07%
- 📡 Communications0.05%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.12%
- 🇺🇸 NYSE23.55%
- 🇩🇪 FRA7.4%
- 🌍 Digital Currency6.74%
- 🇬🇧 LSE5.01%
- 🇪🇸 Bolsa De Madrid2.43%
- 🇨🇭 SIX2.08%
- 🇺🇸 Chicago Board Options Exchange1.24%
- 🇫🇷 Euronext Paris1.05%
- 🇩🇰 Copenhagen Stock Exchange0.85%
- 🇭🇰 Hong Kong Exchanges0.62%
- 🇦🇪 Dubai Financial Market0.6%
- 🇸🇪 Stockholm Stock Exchange0.49%
- 🇳🇴 Oslo Stock Exchange0.46%
- 🇫🇮 Helsinki Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.57%
- 🇩🇪 Germany7.4%
- 🇨🇳 China3.79%
- 🇰🇷 South Korea2.73%
- 🇨🇭 Switzerland2.48%
- 🇯🇵 Japan2.3%
- 🇬🇧 United Kingdom2.19%
- 🇪🇸 Spain2.01%
- 🇹🇼 Taiwan1.78%
- 🇨🇦 Canada1.71%
- 🇫🇷 France1.05%
- 🇳🇱 Netherlands1.04%
- 🇱🇺 Luxembourg0.95%
- 🇩🇰 Denmark0.85%
- 🇸🇪 Sweden0.49%
- 🇺🇾 Uruguay0.48%
- 🇳🇴 Norway0.46%
- 🇫🇮 Finland0.21%
- 🇧🇷 Brazil0.14%
- 🇮🇱 Israel0.14%
- 🇰🇾 Cayman Islands0.08%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.55%
37 out of 68 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.53% | 1.55% | - |
 VOW3.DE | 0.15% | 7.1% | $9.06 |
 BMW.DE | 0.08% | 6.11% | $6 |
 MBG.DE | 0.07% | 8.57% | $5.3 |
 SMSN.L | 0.06% | 2.48% | $23.68 |
 eddyb123 | 0.06% | 0.9% | - |
 LMT | 0.06% | 2.78% | $12.45 |
 UPS | 0.04% | 6.77% | $6.5 |
 MSFT | 0.04% | 0.88% | $3 |
 ATHM.CH | 0.04% | 6.51% | $1.68 |
 TM | 0.03% | 2.76% | $4.64 |
 DOM.L | 0.03% | 3.96% | $0.11 |
 PSX | 0.03% | 4.64% | $4.3 |
 F | 0.03% | 7.79% | $0.78 |
 RIO | 0.03% | 6.87% | $4.34 |
 LHA.DE | 0.02% | 4.88% | $0.3 |
 INTC | 0.02% | 2.64% | $0.5 |
 VSVS.L | 0.02% | 7% | $0.23 |
 CAT | 0.02% | 1.92% | $5.31 |
 SBRY.L | 0.02% | 5.29% | $0.13 |
 KHC | 0.02% | 5.43% | $1.6 |
 NKE | 0.02% | 2.76% | $1.45 |
 GOOG | 0.01% | 0.52% | $0.2 |
 JNJ | 0.01% | 3.19% | $4.81 |
 MRK | 0.01% | 4.05% | $3.04 |
 MC.PA | 0.01% | 2.68% | $13 |
 BKNG | 0.01% | 0.78% | $17.5 |
 BABA | 0.01% | 0.9% | $0.98 |
 MTS.MC | 0.01% | 2.03% | $0.44 |
 JDW.L | 0.01% | 2.59% | - |
 AAPL | 0.01% | 0.51% | $0.97 |
 DAN | 0.01% | 3.4% | $0.4 |
 FIS | 0.01% | 1.98% | $1.76 |
 BAYN.DE | 0.01% | 0.52% | $0.11 |
 AGCO | 0% | 1.43% | $1.16 |
 NVDA | 0% | 0.04% | $0.02 |
 MU | 0% | 0.67% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
VSVS.L | Ex-Dividend | Apr 24, 2025 | $0.21 |
 CRM (eddyb123) | Pay Day | Apr 24, 2025 | $0.42 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
JDW.L | Ex-Dividend | Apr 30, 2025 | $0.05 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
DOM.L | Pay Day | May 7, 2025 | $0.10 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (eddyb123) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
CAT | Pay Day | May 20, 2025 | $1.41 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
JDW.L | Pay Day | May 30, 2025 | $0.05 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
SBRY.L | Ex-Dividend | Jun 5, 2025 | $0.13 |
VSVS.L | Pay Day | Jun 6, 2025 | $0.21 |
 IEF (eddyb123) | Pay Day | Jun 7, 2025 | $- |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (eddyb123) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
SBRY.L | Pay Day | Jul 11, 2025 | $0.13 |
 INDA (eddyb123) | Pay Day | Dec 20, 2025 | $- |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 2.7/10
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-6.34
-6.34
-7
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1.27
1.27
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-6.34
-6.34
-7
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.08
High:
AMD
87.22AMDLow:
DAN
-30DANDetails
PEG Ratio
75.54
High:
JNJ
473.64JNJLow:
BAYN.DE
-61.25BAYN.DEDetails
Price/Book
8.54
High:
CHWY
55.74CHWYLow:
BKNG
-37.48BKNGDetails
Price/Sales
6.24
High:
CRSP
86.51CRSPLow:
CHGG
0.09CHGGDetails
Price/CF
27.43
High:AMD
67.27AMDLow:
ATUS
0.7ATUSDetails
Price/FCF
51.08
High:
MU
1,171.75MULow:CHGG
3.35CHGGDetails
P/E Ratio
28.08
High:AMD
87.22AMDLow:DAN
-30DANDetails
PEG Ratio
75.54
High:JNJ
473.64JNJLow:BAYN.DE
-61.25BAYN.DEDetails
Price/Book
8.54
High:CHWY
55.74CHWYLow:BKNG
-37.48BKNGDetails
Price/Sales
6.24
High:CRSP
86.51CRSPLow:CHGG
0.09CHGGDetails
Price/CF
27.43
High:AMD
67.27AMDLow:ATUS
0.7ATUSDetails
Price/FCF
51.08
High:MU
1,171.75MULow:CHGG
3.35CHGGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.63% | Nov 2021 | - | 42 |
-14.89% | May 2021 | Aug 2021 | 3 |
-3.78% | Sep 2021 | Oct 2021 | 1 |