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0%
Today
+0.57%
This Month
-2.74%
Year To Date
+27.57%
2 Years
+60.05%
5 Years
+10.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash66.84%
- 👥 Copy Trading26.68%
- 💻 Electronic Technology9.36%
- 🖥️ Technology Services1.98%
- 🍞 Consumer Non Durables1.69%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq12.88%
- 🇩🇪 FRA8.72%
- 🇺🇸 NYSE7.55%
- 🇫🇷 Euronext Paris4.13%
- 🇨🇭 SIX1.61%
- 🇪🇸 Bolsa De Madrid1.38%
- 🇺🇸 Chicago Board Options Exchange0.67%
- 🇩🇰 Copenhagen Stock Exchange0.64%
- 🇭🇰 Hong Kong Exchanges0.49%
- 🇦🇪 Dubai Financial Market0.48%
- 🇸🇪 Stockholm Stock Exchange0.36%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🇬🇧 LSE0.29%
- 🇫🇮 Helsinki Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.74%
- 🇩🇪 Germany8.72%
- 🇫🇷 France4.13%
- 🇨🇭 Switzerland1.61%
- 🇹🇼 Taiwan1.6%
- 🇪🇸 Spain1.38%
- 🇯🇵 Japan0.89%
- 🇳🇱 Netherlands0.71%
- 🇩🇰 Denmark0.64%
- 🇨🇦 Canada0.63%
- 🇨🇳 China0.56%
- 🇸🇪 Sweden0.36%
- 🇳🇴 Norway0.31%
- 🇮🇱 Israel0.29%
- 🇱🇺 Luxembourg0.17%
- 🇫🇮 Finland0.16%
- 🇰🇷 South Korea0.11%
- 🇧🇷 Brazil0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.53%
5 out of 5 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $HEN3.DE (2.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.4% | 1.49% | - |
 HO.PA | 0.05% | 1.42% | $3.4 |
 HEN3.DE | 0.05% | 2.92% | $1.85 |
 RHM.DE | 0.03% | 0.45% | $5.7 |
 PEGA | 0% | 0.12% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 5.1/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.91
0.91
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-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
60.49
High:
RHM.DE
103.24RHM.DELow:
HEN3.DE
14.61HEN3.DEDetails
PEG Ratio
584.35
High:
HO.PA
1,660.64HO.PALow:HEN3.DE
27.89HEN3.DEDetails
Price/Book
7.91
High:RHM.DE
17.67RHM.DELow:HEN3.DE
1.35HEN3.DEDetails
Price/Sales
4.19
High:RHM.DE
7.97RHM.DELow:HEN3.DE
1.36HEN3.DEDetails
Price/CF
17.96
High:RHM.DE
27.41RHM.DELow:HO.PA
10.79HO.PADetails
Price/FCF
32.96
High:RHM.DE
50.54RHM.DELow:
PEGA
18.71PEGADetails
P/E Ratio
60.49
High:RHM.DE
103.24RHM.DELow:HEN3.DE
14.61HEN3.DEDetails
PEG Ratio
584.35
High:HO.PA
1,660.64HO.PALow:HEN3.DE
27.89HEN3.DEDetails
Price/Book
7.91
High:RHM.DE
17.67RHM.DELow:HEN3.DE
1.35HEN3.DEDetails
Price/Sales
4.19
High:RHM.DE
7.97RHM.DELow:HEN3.DE
1.36HEN3.DEDetails
Price/CF
17.96
High:RHM.DE
27.41RHM.DELow:HO.PA
10.79HO.PADetails
Price/FCF
32.96
High:RHM.DE
50.54RHM.DELow:PEGA
18.71PEGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.6% | Sep 2021 | Mar 2024 | 30 |
-11.17% | Feb 2025 | - | 5 |
-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 |