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+9.32%
This Month
+213.15%
Year To Date
+1079.71%
2 Years
+1330.74%
5 Years
+201.09%
10 Years
+15.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology69.58%
- 💰 Finance22.47%
- 👥 Copy Trading7.89%
- 💵 Cash0.12%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 FRA69.92%
- 🇺🇸 NYSE24.69%
- 🇺🇸 Nasdaq3.17%
- 🇨🇭 SIX0.51%
- 🇪🇸 Bolsa De Madrid0.31%
- 🇬🇧 LSE0.24%
- 🇺🇸 Chicago Board Options Exchange0.17%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇦🇪 Dubai Financial Market0.13%
- 🇫🇷 Euronext Paris0.13%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany69.92%
- 🇺🇸 United States26.9%
- 🇨🇭 Switzerland0.51%
- 🇹🇼 Taiwan0.48%
- 🇪🇸 Spain0.31%
- 🇨🇦 Canada0.24%
- 🇳🇱 Netherlands0.23%
- 🇨🇳 China0.18%
- 🇩🇰 Denmark0.16%
- 🇫🇷 France0.13%
- 🇸🇪 Sweden0.1%
- 🇳🇴 Norway0.09%
- 🇮🇱 Israel0.05%
- 🇫🇮 Finland0.04%
- 🇰🇷 South Korea0.04%
- 🇱🇺 Luxembourg0.04%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.4%
2 out of 4 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RHM.DE | 0.3% | 0.43% | $5.7 |
 JeppeKirkBonde | 0.11% | 1.37% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 META (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.52 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
META (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $0.52 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
 HST (JeppeKirkBonde) | Ex-Dividend | Sep 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
 NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
 TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
HST (JeppeKirkBonde) | Pay Day | Oct 15, 2025 | $0.20 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.2/10
Beta
2.57
2.57
0
0.8
1.2
0
3
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
51.32
51.32
-2
0
2
52
52
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
2.57
2.57
0
0.8
1.2
0
3
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
51.32
51.32
-2
0
2
52
52
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.26
2.26
0
0.75
1.25
3
3
Information Ratio
0.44
0.44
0
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
20.87
High:
RHM.DE
101.16RHM.DELow:
BRK.B
16.83BRK.BDetails
PEG Ratio
192.76
High:RHM.DE
192.76RHM.DELow:RHM.DE
192.76RHM.DEDetails
Price/Book
2.02
High:RHM.DE
19.53RHM.DELow:BRK.B
1.59BRK.BDetails
Price/Sales
3.37
High:RHM.DE
8.25RHM.DELow:BRK.B
2.86BRK.BDetails
Price/CF
42.49
High:RHM.DE
67.25RHM.DELow:BRK.B
38.23BRK.BDetails
Price/FCF
164.72
High:RHM.DE
5,198.92RHM.DELow:BRK.B
127.41BRK.BDetails
P/E Ratio
20.87
High:RHM.DE
101.16RHM.DELow:BRK.B
16.83BRK.BDetails
PEG Ratio
192.76
High:RHM.DE
192.76RHM.DELow:RHM.DE
192.76RHM.DEDetails
Price/Book
2.02
High:RHM.DE
19.53RHM.DELow:BRK.B
1.59BRK.BDetails
Price/Sales
3.37
High:RHM.DE
8.25RHM.DELow:BRK.B
2.86BRK.BDetails
Price/CF
42.49
High:RHM.DE
67.25RHM.DELow:BRK.B
38.23BRK.BDetails
Price/FCF
164.72
High:RHM.DE
5,198.92RHM.DELow:BRK.B
127.41BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.28% | Feb 2018 | Apr 2021 | 38 |
-85.53% | May 2021 | Jan 2025 | 44 |
-5.55% | Jun 2025 | Sep 2025 | 3 |