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+1.08%
This Month
+2.79%
Year To Date
+25.87%
2 Years
+31.71%
5 Years
+68.32%
10 Years
+10.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash66.43%
- 👥 Copy Trading32.07%
- 💻 Electronic Technology8.09%
- 🖥️ Technology Services2.17%
- 🧪 Process Industries1.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq14.73%
- 🇺🇸 NYSE9.54%
- 🇩🇪 FRA7.7%
- 🇫🇷 Euronext Paris3.7%
- 🇨🇭 SIX1.87%
- 🇪🇸 Bolsa De Madrid1.15%
- 🇬🇧 LSE1.07%
- 🇳🇱 Euronext Amsterdam0.7%
- 🇦🇪 Dubai Financial Market0.66%
- 🇺🇸 Chicago Board Options Exchange0.64%
- 🇩🇰 Copenhagen Stock Exchange0.62%
- 🇸🇪 Stockholm Stock Exchange0.57%
- 🇭🇰 Hong Kong Exchanges0.47%
- 🇳🇴 Oslo Stock Exchange0.35%
- 🇫🇮 Helsinki Stock Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.59%
- 🇩🇪 Germany7.7%
- 🇫🇷 France3.7%
- 🇹🇼 Taiwan2.38%
- 🇨🇭 Switzerland1.87%
- 🇨🇦 Canada1.36%
- 🇪🇸 Spain1.15%
- 🇳🇱 Netherlands1.15%
- 🇩🇰 Denmark0.62%
- 🇸🇪 Sweden0.57%
- 🇨🇳 China0.56%
- 🇳🇴 Norway0.35%
- 🇫🇮 Finland0.19%
- 🇰🇷 South Korea0.19%
- 🇬🇧 United Kingdom0.18%
- 🇮🇱 Israel0.16%
- 🇧🇷 Brazil0.13%
- 🇱🇺 Luxembourg0.13%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.45%
5 out of 5 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HEN3.DE (2.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.33% | 1.02% | - |
 HO.PA | 0.05% | 1.64% | $3.4 |
 HEN3.DE | 0.05% | 2.91% | $1.85 |
 RHM.DE | 0.02% | 0.5% | $5.7 |
 PEGA | 0% | 0.15% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 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 4.7/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-0.63
-0.63
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.54
0.54
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-0.63
-0.63
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
56.51
High:
RHM.DE
85.07RHM.DELow:
HEN3.DE
14.07HEN3.DEDetails
PEG Ratio
129.93
High:RHM.DE
188.21RHM.DELow:
PEGA
33.61PEGADetails
Price/Book
7.32
High:PEGA
17.04PEGALow:HEN3.DE
1.45HEN3.DEDetails
Price/Sales
3.69
High:RHM.DE
6.88RHM.DELow:HEN3.DE
1.39HEN3.DEDetails
Price/CF
31.3
High:RHM.DE
91.83RHM.DELow:HEN3.DE
10.27HEN3.DEDetails
Price/FCF
71.82
High:RHM.DE
5,198.92RHM.DELow:HEN3.DE
23.33HEN3.DEDetails
P/E Ratio
56.51
High:RHM.DE
85.07RHM.DELow:HEN3.DE
14.07HEN3.DEDetails
PEG Ratio
129.93
High:RHM.DE
188.21RHM.DELow:PEGA
33.61PEGADetails
Price/Book
7.32
High:PEGA
17.04PEGALow:HEN3.DE
1.45HEN3.DEDetails
Price/Sales
3.69
High:RHM.DE
6.88RHM.DELow:HEN3.DE
1.39HEN3.DEDetails
Price/CF
31.3
High:RHM.DE
91.83RHM.DELow:HEN3.DE
10.27HEN3.DEDetails
Price/FCF
71.82
High:RHM.DE
5,198.92RHM.DELow:HEN3.DE
23.33HEN3.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.6% | Sep 2021 | Mar 2024 | 30 |
-11.17% | Feb 2025 | - | 11 |
-4.26% | Sep 2020 | Nov 2020 | 2 |
-4.22% | Apr 2024 | May 2024 | 1 |
-1.98% | Jul 2021 | Aug 2021 | 1 |
-0.9% | Dec 2024 | Jan 2025 | 1 |
-0.53% | Oct 2024 | Nov 2024 | 1 |
-0.05% | Feb 2021 | Mar 2021 | 1 |