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+10.1%
This Month
+6.01%
Year To Date
+54.1%
2 Years
+2.31%
5 Years
+0.28%
10 Years
+0.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.53%
- 🛠️ Producer Manufacturing11.45%
- 🖥️ Technology Services8.97%
- 🛍️ Retail Trade6.28%
- 💻 Electronic Technology5.21%
- 📊 ETFs4.83%
- 🧬 Health Technology4.69%
- 🚚 Transportation3.91%
- 🪙 Cryptocurrencies3.18%
- 💰 Finance3.07%
- 🚗 Consumer Durables2.63%
- 💼 Commercial Services0.24%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.78%
- 🇺🇸 NYSE26.76%
- 🇭🇰 Hong Kong Exchanges11.65%
- 🌍 Digital Currency6.98%
- 🇬🇧 LSE5.95%
- 🇺🇸 Chicago Board Options Exchange5.52%
- 🇨🇭 SIX1.61%
- 🇩🇪 FRA0.82%
- 🇩🇰 Copenhagen Stock Exchange0.76%
- 🇳🇱 Euronext Amsterdam0.64%
- 🇫🇷 Euronext Paris0.64%
- 🇫🇮 Helsinki Stock Exchange0.59%
- 🇸🇪 Stockholm Stock Exchange0.5%
- 🇦🇪 Dubai Financial Market0.42%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🇪🇸 Bolsa De Madrid0.24%
- 🇮🇹 Borsa Italiana0.15%
- Regular Trading Hours - RTH0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.74%
- 🇨🇳 China15.59%
- 🇬🇧 United Kingdom8.96%
- 🇹🇼 Taiwan2.74%
- 🇩🇪 Germany2.12%
- 🇨🇭 Switzerland1.76%
- 🇮🇱 Israel1.21%
- 🇳🇱 Netherlands1.08%
- 🇨🇦 Canada0.97%
- 🇩🇰 Denmark0.77%
- 🇫🇷 France0.64%
- 🇫🇮 Finland0.59%
- 🇸🇪 Sweden0.51%
- 🇰🇷 South Korea0.33%
- 🇰🇾 Cayman Islands0.33%
- 🇳🇴 Norway0.31%
- 🇮🇪 Ireland0.3%
- 🇪🇸 Spain0.24%
- 🇿🇦 South Africa0.18%
- 🇯🇵 Japan0.18%
- 🇱🇺 Luxembourg0.18%
- 🇭🇰 Hong Kong0.15%
- 🇮🇹 Italy0.15%
- 🇧🇷 Brazil0.14%
- 🇸🇬 Singapore0.03%
- 🇲🇽 Mexico0.02%
- 🇦🇹 Austria0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.65%
17 out of 42 instruments pay dividend.
36 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.23% | 0.97% | - |
 HSBA.L | 0.13% | 4.18% | $0.49 |
 CPHequities | 0.11% | 0.77% | - |
 EdWhite1 | 0.05% | 0.74% | - |
 01211.HK | 0.04% | 0.33% | $3.41 |
 EBAY | 0.02% | 1.11% | $1.04 |
 mick_repo | 0.02% | 4.11% | - |
 LLY | 0.01% | 0.68% | $4.86 |
 MSFT | 0.01% | 0.85% | $3 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 META | 0.01% | 0.31% | $1 |
 BABA | 0% | 0.73% | $0.98 |
 PFE | 0% | 6.24% | $1.66 |
 LONN.ZU | 0% | 0.95% | $4 |
 NTDOY | 0% | 1.05% | $0.24 |
 PYPL | 0% | 0.55% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AIR.PA (EdWhite1) | Pay Day | Apr 23, 2026 | $3.78 |
 CVS (EdWhite1) | Ex-Dividend | Apr 23, 2026 | $0.67 |
 FRES.L (EdWhite1) | Ex-Dividend | Apr 23, 2026 | $1.08 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 VIPS (EdWhite1) | Pay Day | Apr 24, 2026 | $0.62 |
 STNE (EdWhite1) | Ex-Dividend | Apr 24, 2026 | $2.53 |
 CE (EdWhite1) | Ex-Dividend | Apr 27, 2026 | $0.03 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
 STZ (EdWhite1) | Ex-Dividend | Apr 29, 2026 | $1.03 |
 JD.US (EdWhite1) | Pay Day | Apr 29, 2026 | $1.00 |
 MOMO | Pay Day | Apr 30, 2026 | $0.28 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
 TD (CPHequities) | Pay Day | Apr 30, 2026 | $0.79 |
 AGX (CPHequities) | Pay Day | Apr 30, 2026 | $0.50 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
MOMO (EdWhite1) | Pay Day | Apr 30, 2026 | $0.28 |
 GRG.L (EdWhite1) | Ex-Dividend | Apr 30, 2026 | $0.67 |
 ZBH (EdWhite1) | Pay Day | Apr 30, 2026 | $0.24 |
 NLY (EdWhite1) | Pay Day | Apr 30, 2026 | $0.70 |
 MNG.L (mick_repo) | Pay Day | Apr 30, 2026 | $0.18 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
 T (EdWhite1) | Pay Day | May 1, 2026 | $0.28 |
 VZ (EdWhite1) | Pay Day | May 1, 2026 | $0.71 |
 BMY (EdWhite1) | Pay Day | May 1, 2026 | $0.63 |
 C (CPHequities) | Ex-Dividend | May 4, 2026 | $0.60 |
 BAS.DE (EdWhite1) | Ex-Dividend | May 4, 2026 | $2.62 |
CVS (EdWhite1) | Pay Day | May 4, 2026 | $0.67 |
STNE (EdWhite1) | Pay Day | May 4, 2026 | $2.53 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
BAS.DE (EdWhite1) | Pay Day | May 6, 2026 | $2.62 |
 GLEN.L (EdWhite1) | Ex-Dividend | May 6, 2026 | $0.09 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 ADM.L (EdWhite1) | Ex-Dividend | May 7, 2026 | $0.23 |
 JDW.L (EdWhite1) | Ex-Dividend | May 7, 2026 | $0.05 |
 WMT (CPHequities) | Ex-Dividend | May 8, 2026 | $0.25 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 PHP.L (EdWhite1) | Pay Day | May 8, 2026 | $0.02 |
CE (EdWhite1) | Pay Day | May 11, 2026 | $0.03 |
LONN.ZU | Ex-Dividend | May 13, 2026 | $6.52 |
 PUK (CPHequities) | Pay Day | May 13, 2026 | $0.38 |
STZ (EdWhite1) | Pay Day | May 14, 2026 | $1.03 |
LONN.ZU | Pay Day | May 15, 2026 | $6.52 |
 0700.HK (EdWhite1) | Ex-Dividend | May 15, 2026 | $0.68 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 CAT (CPHequities) | Pay Day | May 19, 2026 | $1.51 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
 JUP.L (EdWhite1) | Pay Day | May 19, 2026 | $0.03 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 PHNX.L (mick_repo) | Pay Day | May 20, 2026 | $0.37 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (CPHequities) | Ex-Dividend | May 21, 2026 | $0.53 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (EdWhite1) | Ex-Dividend | May 21, 2026 | $0.91 |
C (CPHequities) | Pay Day | May 22, 2026 | $0.60 |
 KIE.L (EdWhite1) | Pay Day | May 22, 2026 | $0.04 |
 JNJ (CPHequities) | Ex-Dividend | May 26, 2026 | $1.34 |
WMT (CPHequities) | Pay Day | May 26, 2026 | $0.25 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 CRDA.L (EdWhite1) | Pay Day | May 27, 2026 | $0.85 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
 TPK.L (EdWhite1) | Pay Day | May 28, 2026 | $0.10 |
FRES.L (EdWhite1) | Pay Day | May 29, 2026 | $1.08 |
GRG.L (EdWhite1) | Pay Day | May 29, 2026 | $0.67 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
 TSN (EdWhite1) | Ex-Dividend | Jun 1, 2026 | $0.51 |
0700.HK (EdWhite1) | Pay Day | Jun 1, 2026 | $0.68 |
GLEN.L (EdWhite1) | Pay Day | Jun 3, 2026 | $0.09 |
JDW.L (EdWhite1) | Pay Day | Jun 4, 2026 | $0.05 |
 DEO (EdWhite1) | Pay Day | Jun 4, 2026 | $0.80 |
 DGE.L (mick_repo) | Pay Day | Jun 4, 2026 | $0.20 |
DEO (mick_repo) | Pay Day | Jun 4, 2026 | $0.80 |
ADM.L (EdWhite1) | Pay Day | Jun 5, 2026 | $0.23 |
JNJ (CPHequities) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (CPHequities) | Pay Day | Jun 11, 2026 | $0.91 |
 ORA.PA (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT (CPHequities) | Pay Day | Jun 11, 2026 | $0.53 |
 TSM (CPHequities) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (EdWhite1) | Pay Day | Jun 11, 2026 | $0.91 |
 RKT.L (EdWhite1) | Pay Day | Jun 12, 2026 | $1.70 |
RKT.L (mick_repo) | Pay Day | Jun 12, 2026 | $1.70 |
ORA.PA (CPHequities) | Pay Day | Jun 15, 2026 | $0.53 |
 PSKY (EdWhite1) | Ex-Dividend | Jun 15, 2026 | $0.05 |
TSN (EdWhite1) | Pay Day | Jun 15, 2026 | $0.51 |
 PSN.L (mick_repo) | Ex-Dividend | Jun 18, 2026 | $0.54 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 DIS (EdWhite1) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 01177.HK (EdWhite1) | Ex-Dividend | Jun 30, 2026 | $0.01 |
PSKY (EdWhite1) | Pay Day | Jul 1, 2026 | $0.05 |
TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
PSN.L (mick_repo) | Pay Day | Jul 10, 2026 | $0.54 |
01177.HK (EdWhite1) | Pay Day | Jul 20, 2026 | $0.01 |
DIS (EdWhite1) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 2.5/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-11.03
-11.03
-12
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.19
-0.19
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-11.03
-11.03
-12
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.19
-0.19
-1
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.6
High:
ARM
233.31ARMLow:LONN.ZU
-133.93LONN.ZUDetails
PEG Ratio
149.53
High:
UBER
561.2UBERLow:
TXG
-91.27TXGDetails
Price/Book
7.74
High:
JMIA
38.47JMIALow:
OCGN
-47.5OCGNDetails
Price/Sales
5.56
High:
CRSP
1,573.97CRSPLow:
AML.L
0.37AML.LDetails
Price/CF
19.37
High:AML.L
100.75AML.LLow:HSBA.L
3.82HSBA.LDetails
Price/FCF
55.24
High:LONN.ZU
1,437.6LONN.ZULow:HSBA.L
5HSBA.LDetails
P/E Ratio
31.6
High:ARM
233.31ARMLow:LONN.ZU
-133.93LONN.ZUDetails
PEG Ratio
149.53
High:UBER
561.2UBERLow:TXG
-91.27TXGDetails
Price/Book
7.74
High:JMIA
38.47JMIALow:OCGN
-47.5OCGNDetails
Price/Sales
5.56
High:CRSP
1,573.97CRSPLow:AML.L
0.37AML.LDetails
Price/CF
19.37
High:AML.L
100.75AML.LLow:HSBA.L
3.82HSBA.LDetails
Price/FCF
55.24
High:LONN.ZU
1,437.6LONN.ZULow:HSBA.L
5HSBA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.48% | Nov 2021 | - | 54 |
-12.18% | Dec 2020 | Jan 2021 | 1 |
-7.8% | Feb 2021 | Aug 2021 | 6 |
-4.44% | Sep 2021 | Oct 2021 | 1 |