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+0%
Today
+0%
This Month
+198.5%
Year To Date
+1031.14%
2 Years
+1822.94%
5 Years
+15.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology68.13%
- 💰 Finance24.39%
- 👥 Copy Trading7.17%
- 💵 Cash0.68%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA68.51%
- 🇺🇸 NYSE26.41%
- 🇺🇸 Nasdaq2.9%
- 🇨🇭 SIX0.42%
- 🇪🇸 Bolsa De Madrid0.38%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇦🇪 Dubai Financial Market0.13%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇫🇷 Euronext Paris0.13%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇬🇧 LSE0.08%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany68.51%
- 🇺🇸 United States28.07%
- 🇨🇭 Switzerland0.42%
- 🇹🇼 Taiwan0.42%
- 🇪🇸 Spain0.38%
- 🇯🇵 Japan0.24%
- 🇳🇱 Netherlands0.19%
- 🇩🇰 Denmark0.17%
- 🇨🇦 Canada0.17%
- 🇨🇳 China0.15%
- 🇫🇷 France0.13%
- 🇸🇪 Sweden0.1%
- 🇳🇴 Norway0.09%
- 🇮🇱 Israel0.07%
- 🇱🇺 Luxembourg0.05%
- 🇫🇮 Finland0.04%
- 🇰🇷 South Korea0.03%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.4%
2 out of 4 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RHM.DE | 0.29% | 0.43% | $5.7 |
 JeppeKirkBonde | 0.11% | 1.53% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LMT (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $2.31 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 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 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 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 |
NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | 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 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.3/10
Beta
2.62
2.62
0
0.8
1.2
0
3
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
59.36
59.36
-2
0
2
60
60
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
2.62
2.62
0
0.8
1.2
0
3
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.4
1.4
0
1
2
3
3
Jensen's Alpha
59.36
59.36
-2
0
2
60
60
Omega Ratio
1.59
1.59
0
1
1.5
2.5
2.5
Treynor Ratio
2.27
2.27
0
0.75
1.25
3
3
Information Ratio
0.45
0.45
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.29
High:
RHM.DE
108.84RHM.DELow:
BRK.B
13.43BRK.BDetails
PEG Ratio
223.19
High:RHM.DE
258.43RHM.DELow:BRK.B
124.75BRK.BDetails
Price/Book
2.03
High:RHM.DE
18.63RHM.DELow:BRK.B
1.66BRK.BDetails
Price/Sales
3.37
High:RHM.DE
8.4RHM.DELow:BRK.B
2.93BRK.BDetails
Price/CF
34.68
High:BRK.B
37.15BRK.BLow:RHM.DE
27.41RHM.DEDetails
Price/FCF
80.91
High:BRK.B
95.23BRK.BLow:RHM.DE
50.54RHM.DEDetails
P/E Ratio
16.29
High:RHM.DE
108.84RHM.DELow:BRK.B
13.43BRK.BDetails
PEG Ratio
223.19
High:RHM.DE
258.43RHM.DELow:BRK.B
124.75BRK.BDetails
Price/Book
2.03
High:RHM.DE
18.63RHM.DELow:BRK.B
1.66BRK.BDetails
Price/Sales
3.37
High:RHM.DE
8.4RHM.DELow:BRK.B
2.93BRK.BDetails
Price/CF
34.68
High:BRK.B
37.15BRK.BLow:RHM.DE
27.41RHM.DEDetails
Price/FCF
80.91
High:BRK.B
95.23BRK.BLow:RHM.DE
50.54RHM.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.28% | Feb 2018 | Apr 2021 | 38 |
-85.53% | May 2021 | Jan 2025 | 44 |