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-0.15%
This Month
+2.82%
Year To Date
+47.43%
2 Years
+58.5%
5 Years
+68.37%
10 Years
+10.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash66.44%
- 👥 Copy Trading31.57%
- 💻 Electronic Technology8.83%
- 🖥️ Technology Services1.99%
- 🧪 Process Industries1.67%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq15.2%
- 🇺🇸 NYSE8.84%
- 🇩🇪 FRA8.26%
- 🇫🇷 Euronext Paris3.99%
- 🇨🇭 SIX1.76%
- 🇪🇸 Bolsa De Madrid1.09%
- 🇬🇧 LSE0.88%
- 🇺🇸 Chicago Board Options Exchange0.66%
- 🇦🇪 Dubai Financial Market0.64%
- 🇩🇰 Copenhagen Stock Exchange0.62%
- 🇳🇱 Euronext Amsterdam0.6%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇸🇪 Stockholm Stock Exchange0.48%
- 🇳🇴 Oslo Stock Exchange0.33%
- 🇫🇮 Helsinki Stock Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.04%
- 🇩🇪 Germany8.26%
- 🇫🇷 France3.99%
- 🇹🇼 Taiwan2.06%
- 🇨🇭 Switzerland1.76%
- 🇪🇸 Spain1.09%
- 🇳🇱 Netherlands1.03%
- 🇨🇦 Canada1%
- 🇩🇰 Denmark0.62%
- 🇨🇳 China0.6%
- 🇸🇪 Sweden0.48%
- 🇳🇴 Norway0.33%
- 🇫🇮 Finland0.19%
- 🇰🇷 South Korea0.18%
- 🇮🇱 Israel0.16%
- 🇱🇺 Luxembourg0.14%
- 🇧🇷 Brazil0.12%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.44%
5 out of 5 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $HEN3.DE (2.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.32% | 1.01% | - |
 HO.PA | 0.05% | 1.45% | $3.4 |
 HEN3.DE | 0.05% | 2.83% | $1.85 |
 RHM.DE | 0.02% | 0.46% | $5.7 |
 PEGA | 0% | 0.16% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
HO.PA | Ex-Dividend | Dec 2, 2025 | $1.11 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
HO.PA | Pay Day | Dec 4, 2025 | $1.11 |
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 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 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 5/10
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
-0.04
-0.04
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.59
0.59
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
0.99
0.99
0
1
2
3
3
Jensen's Alpha
-0.04
-0.04
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
63.17
High:
RHM.DE
93.63RHM.DELow:
HEN3.DE
14.4HEN3.DEDetails
PEG Ratio
137.69
High:RHM.DE
178.42RHM.DELow:
PEGA
72.7PEGADetails
Price/Book
8.19
High:RHM.DE
18.08RHM.DELow:HEN3.DE
1.48HEN3.DEDetails
Price/Sales
4.06
High:RHM.DE
7.63RHM.DELow:HEN3.DE
1.42HEN3.DEDetails
Price/CF
29.55
High:RHM.DE
67.25RHM.DELow:HEN3.DE
10.27HEN3.DEDetails
Price/FCF
74.17
High:RHM.DE
5,198.92RHM.DELow:HEN3.DE
23.33HEN3.DEDetails
P/E Ratio
63.17
High:RHM.DE
93.63RHM.DELow:HEN3.DE
14.4HEN3.DEDetails
PEG Ratio
137.69
High:RHM.DE
178.42RHM.DELow:PEGA
72.7PEGADetails
Price/Book
8.19
High:RHM.DE
18.08RHM.DELow:HEN3.DE
1.48HEN3.DEDetails
Price/Sales
4.06
High:RHM.DE
7.63RHM.DELow:HEN3.DE
1.42HEN3.DEDetails
Price/CF
29.55
High:RHM.DE
67.25RHM.DELow:HEN3.DE
10.27HEN3.DEDetails
Price/FCF
74.17
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 | - | 9 |
-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 |