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+0.28%
This Month
-0.52%
Year To Date
+38.65%
2 Years
+53.01%
5 Years
+62.9%
10 Years
+10.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash66.47%
- 👥 Copy Trading27.79%
- 💻 Electronic Technology8.65%
- 🖥️ Technology Services2.06%
- 🧪 Process Industries1.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq13.15%
- 🇩🇪 FRA8.44%
- 🇺🇸 NYSE7.88%
- 🇫🇷 Euronext Paris3.6%
- 🇨🇭 SIX1.82%
- 🇪🇸 Bolsa De Madrid1.14%
- 🇬🇧 LSE0.84%
- 🇺🇸 Chicago Board Options Exchange0.61%
- 🇩🇰 Copenhagen Stock Exchange0.55%
- 🇭🇰 Hong Kong Exchanges0.51%
- 🇦🇪 Dubai Financial Market0.49%
- 🇳🇱 Euronext Amsterdam0.43%
- 🇸🇪 Stockholm Stock Exchange0.37%
- 🇳🇴 Oslo Stock Exchange0.32%
- 🇫🇮 Helsinki Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.72%
- 🇩🇪 Germany8.44%
- 🇫🇷 France3.6%
- 🇨🇭 Switzerland1.82%
- 🇹🇼 Taiwan1.63%
- 🇪🇸 Spain1.14%
- 🇨🇦 Canada0.87%
- 🇳🇱 Netherlands0.74%
- 🇨🇳 China0.58%
- 🇩🇰 Denmark0.55%
- 🇸🇪 Sweden0.37%
- 🇳🇴 Norway0.32%
- 🇮🇱 Israel0.18%
- 🇫🇮 Finland0.15%
- 🇱🇺 Luxembourg0.14%
- 🇰🇷 South Korea0.13%
- 🇧🇷 Brazil0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.53%
5 out of 5 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $HEN3.DE (2.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.4% | 1.45% | - |
 HO.PA | 0.05% | 1.67% | $3.4 |
 HEN3.DE | 0.05% | 2.75% | $1.85 |
 RHM.DE | 0.03% | 0.47% | $5.7 |
 PEGA | 0% | 0.14% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 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 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
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 |
 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 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 4.8/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-0.36
-0.36
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-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
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-0.36
-0.36
-2
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-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
59.4
High:
RHM.DE
91.8RHM.DELow:
HEN3.DE
14.82HEN3.DEDetails
PEG Ratio
123.47
High:RHM.DE
174.93RHM.DELow:HEN3.DE
25.25HEN3.DEDetails
Price/Book
7.73
High:RHM.DE
17.72RHM.DELow:HEN3.DE
1.53HEN3.DEDetails
Price/Sales
3.93
High:RHM.DE
7.48RHM.DELow:HEN3.DE
1.46HEN3.DEDetails
Price/CF
30.5
High:RHM.DE
67.25RHM.DELow:HEN3.DE
10.27HEN3.DEDetails
Price/FCF
80.07
High:RHM.DE
5,198.92RHM.DELow:HEN3.DE
23.33HEN3.DEDetails
P/E Ratio
59.4
High:RHM.DE
91.8RHM.DELow:HEN3.DE
14.82HEN3.DEDetails
PEG Ratio
123.47
High:RHM.DE
174.93RHM.DELow:HEN3.DE
25.25HEN3.DEDetails
Price/Book
7.73
High:RHM.DE
17.72RHM.DELow:HEN3.DE
1.53HEN3.DEDetails
Price/Sales
3.93
High:RHM.DE
7.48RHM.DELow:HEN3.DE
1.46HEN3.DEDetails
Price/CF
30.5
High:RHM.DE
67.25RHM.DELow:HEN3.DE
10.27HEN3.DEDetails
Price/FCF
80.07
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 | - | 8 |
-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 |