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+1.47%
This Month
+31.25%
Year To Date
+82%
2 Years
+48.39%
5 Years
+48.39%
10 Years
+10.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading53.07%
- 💻 Electronic Technology11.82%
- 💵 Cash9.76%
- 🪙 Cryptocurrencies6.44%
- 🖥️ Technology Services6.06%
- 🚗 Consumer Durables3.62%
- 💇♀️ Consumer Services1.82%
- 🍞 Consumer Non Durables1.5%
- 🛠️ Producer Manufacturing1.1%
- 💼 Commercial Services0.95%
- 🛍️ Retail Trade0.75%
- 🧬 Health Technology0.58%
- 🚚 Transportation0.56%
- ⛏️ Energy Minerals0.38%
- 🪨 Non Energy Minerals0.32%
- 🧪 Process Industries0.21%
- 📡 Communications0.06%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.76%
- 🇺🇸 NYSE22.99%
- 🌍 Digital Currency6.65%
- 🇬🇧 LSE4.31%
- 🇩🇪 FRA2.89%
- 🇨🇭 SIX2.59%
- 🇪🇸 Bolsa De Madrid1.62%
- 🇫🇷 Euronext Paris1.25%
- 🇺🇸 Chicago Board Options Exchange1.19%
- 🇦🇪 Dubai Financial Market0.95%
- 🇩🇰 Copenhagen Stock Exchange0.92%
- 🇳🇱 Euronext Amsterdam0.89%
- 🇭🇰 Hong Kong Exchanges0.74%
- 🇸🇪 Stockholm Stock Exchange0.71%
- 🇳🇴 Oslo Stock Exchange0.49%
- 🇫🇮 Helsinki Stock Exchange0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.41%
- 🇳🇱 Netherlands3.41%
- 🇨🇳 China3.36%
- 🇨🇭 Switzerland3.18%
- 🇹🇼 Taiwan3.08%
- 🇩🇪 Germany2.89%
- 🇨🇦 Canada2.56%
- 🇰🇷 South Korea1.84%
- 🇪🇸 Spain1.62%
- 🇫🇷 France1.25%
- 🇮🇱 Israel1.25%
- 🇬🇧 United Kingdom1.13%
- 🇩🇰 Denmark0.92%
- 🇯🇵 Japan0.81%
- 🇸🇪 Sweden0.71%
- 🇳🇴 Norway0.49%
- 🇱🇺 Luxembourg0.39%
- 🇫🇮 Finland0.28%
- 🇧🇷 Brazil0.18%
- 🇰🇾 Cayman Islands0.08%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.81%
22 out of 51 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $UPS.RTH (7.58%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.47% | 1% | - |
 VOW3.DE | 0.08% | 6.98% | $9.06 |
 UPS.RTH | 0.04% | 7.58% | $6.5 |
 DOM.L | 0.03% | 5.73% | $0.11 |
 TM | 0.02% | 3.04% | $4.64 |
 VSVS.L | 0.02% | 6.59% | $0.23 |
 SMSN.L | 0.02% | 1.24% | $23.68 |
 KHC.RTH | 0.02% | 6.24% | $1.6 |
 NKE | 0.02% | 2.37% | $1.45 |
 PSX | 0.01% | 3.64% | $4.3 |
 ATHM.CH | 0.01% | 2.05% | $1.68 |
 MRK | 0.01% | 3.76% | $3.04 |
 MC.PA | 0.01% | 2.12% | $13 |
 AAPL | 0.01% | 0.39% | $0.97 |
 DAN | 0.01% | 2.07% | $0.4 |
 JDW.L | 0.01% | 1.91% | - |
 INTC | 0.01% | 0.33% | $0.5 |
 FIS | 0.01% | 2.3% | $1.76 |
 eddyb123 | 0% | 0.07% | - |
 AGCO | 0% | 1.07% | $1.16 |
 MU | 0% | 0.22% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JDW.L | Ex-Dividend | Oct 23, 2025 | $0.11 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
ATHM.CH | Pay Day | Nov 14, 2025 | $0.15 |
PSX | Ex-Dividend | Nov 17, 2025 | $1.20 |
 MSFT (eddyb123) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
JDW.L | Pay Day | Nov 27, 2025 | $0.11 |
PSX | Pay Day | Dec 1, 2025 | $1.20 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MSFT (eddyb123) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 INDA (eddyb123) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.3/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-4.45
-4.45
-5
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-4.45
-4.45
-5
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
46.12
High:
FIS
254.36FISLow:
CSIQ
-143.47CSIQDetails
PEG Ratio
2,952.39
High:
AAPL
27,104.01AAPLLow:
PLUG
-16.22PLUGDetails
Price/Book
12.72
High:AAPL
59.18AAPLLow:
DOM.L
-9.18DOM.LDetails
Price/Sales
8.55
High:
CRSP
169.27CRSPLow:
ATUS
0.13ATUSDetails
Price/CF
29.33
High:
NVDA
55.25NVDALow:ATUS
0.68ATUSDetails
Price/FCF
44.96
High:
NKE
169.28NKELow:
CHGG
4CHGGDetails
P/E Ratio
46.12
High:FIS
254.36FISLow:CSIQ
-143.47CSIQDetails
PEG Ratio
2,952.39
High:AAPL
27,104.01AAPLLow:PLUG
-16.22PLUGDetails
Price/Book
12.72
High:AAPL
59.18AAPLLow:DOM.L
-9.18DOM.LDetails
Price/Sales
8.55
High:CRSP
169.27CRSPLow:ATUS
0.13ATUSDetails
Price/CF
29.33
High:NVDA
55.25NVDALow:ATUS
0.68ATUSDetails
Price/FCF
44.96
High:NKE
169.28NKELow:CHGG
4CHGGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.63% | Nov 2021 | Aug 2025 | 45 |
-14.89% | May 2021 | Aug 2021 | 3 |
-3.78% | Sep 2021 | Oct 2021 | 1 |