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-2.49%
This Month
+3.47%
Year To Date
+16.46%
2 Years
+21.53%
5 Years
+74.68%
10 Years
+10.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading50.05%
- 💻 Electronic Technology29.87%
- 🛠️ Producer Manufacturing9.38%
- 🪨 Non Energy Minerals7.88%
- 🧪 Process Industries1.44%
- 🖥️ Technology Services1.21%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.88%
- 🇺🇸 Nasdaq26.8%
- 🇬🇧 LSE12.97%
- 🇦🇺 Sydney7.88%
- 🇩🇪 FRA5.66%
- 🇳🇱 Euronext Amsterdam4.62%
- 🇫🇷 Euronext Paris3.8%
- 🇨🇭 SIX2%
- Abu Dhabi0.98%
- 🇩🇪 Xetra ETFs0.9%
- 🇮🇹 Borsa Italiana0.66%
- 🇩🇰 Copenhagen Stock Exchange0.64%
- 🇸🇪 Stockholm Stock Exchange0.63%
- 🇦🇪 Dubai Financial Market0.56%
- 🇺🇸 Chicago Board Options Exchange0.45%
- 🇳🇴 Oslo Stock Exchange0.44%
- 🇫🇮 Helsinki Stock Exchange0.22%
- Regular Trading Hours - RTH0.17%
- 🇭🇰 Hong Kong Exchanges0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.54%
- 🇦🇺 Australia7.88%
- 🇬🇧 United Kingdom6.46%
- 🇩🇪 Germany5.66%
- 🇳🇱 Netherlands5.29%
- 🇫🇷 France3.8%
- 🇹🇼 Taiwan3.35%
- 🇨🇭 Switzerland2%
- 🇨🇦 Canada1.23%
- 🇮🇹 Italy0.66%
- 🇩🇰 Denmark0.64%
- 🇸🇪 Sweden0.63%
- 🇰🇷 South Korea0.53%
- 🇳🇴 Norway0.44%
- 🇫🇮 Finland0.22%
- 🇱🇺 Luxembourg0.21%
- 🇧🇷 Brazil0.16%
- 🇨🇳 China0.15%
- 🇮🇱 Israel0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.97%
12 out of 13 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $HEN3.DE (3.09%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 RTX | Pay Day | Jun 11, 2026 | $0.73 |
 AMAT | Pay Day | Jun 11, 2026 | $0.53 |
 MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.70 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
 B (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
 NOC | Pay Day | Jun 17, 2026 | $2.47 |
NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 LDO.MI (Wise_woman) | Ex-Dividend | Jun 22, 2026 | $0.74 |
 NEM (Wise_woman) | Pay Day | Jun 22, 2026 | $0.26 |
LDO.MI (Wise_woman) | Pay Day | Jun 24, 2026 | $0.74 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
 LMT | Pay Day | Jun 26, 2026 | $3.45 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
GS (Wise_woman) | Pay Day | Jun 29, 2026 | $4.50 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4.6/10
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.61
-0.61
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.57
0.57
0
0.8
1.2
0
2
Sharpe Ratio
0.51
0.51
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.61
-0.61
-2
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.15
High:
LYC.ASX
215.93LYC.ASXLow:
HEN3.DE
13.27HEN3.DEDetails
PEG Ratio
232.02
High:HEN3.DE
454.28HEN3.DELow:
PEGA
25.39PEGADetails
Price/Book
10.52
High:
ASML.NV
27.72ASML.NVLow:HEN3.DE
1.3HEN3.DEDetails
Price/Sales
5.23
High:LYC.ASX
24.94LYC.ASXLow:HEN3.DE
1.3HEN3.DEDetails
Price/CF
31.47
High:LYC.ASX
83.52LYC.ASXLow:HEN3.DE
11.25HEN3.DEDetails
Price/FCF
64.11
High:
RHM.DE
142.53RHM.DELow:PEGA
15.96PEGADetails
P/E Ratio
40.15
High:LYC.ASX
215.93LYC.ASXLow:HEN3.DE
13.27HEN3.DEDetails
PEG Ratio
232.02
High:HEN3.DE
454.28HEN3.DELow:PEGA
25.39PEGADetails
Price/Book
10.52
High:ASML.NV
27.72ASML.NVLow:HEN3.DE
1.3HEN3.DEDetails
Price/Sales
5.23
High:LYC.ASX
24.94LYC.ASXLow:HEN3.DE
1.3HEN3.DEDetails
Price/CF
31.47
High:LYC.ASX
83.52LYC.ASXLow:HEN3.DE
11.25HEN3.DEDetails
Price/FCF
64.11
High:RHM.DE
142.53RHM.DELow:PEGA
15.96PEGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.6% | Sep 2021 | Mar 2024 | 30 |
-11.17% | Feb 2025 | Jan 2026 | 11 |
-6.7% | Mar 2026 | - | 4 |
-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 |