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-4.34%
This Month
+11.1%
Year To Date
+55.13%
2 Years
+53.25%
5 Years
+67.3%
10 Years
+11.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.7%
- 💻 Electronic Technology12.02%
- 🛠️ Producer Manufacturing4.97%
- 🖥️ Technology Services4.68%
- 📊 ETFs4.6%
- 🚚 Transportation4.5%
- 💵 Cash3.92%
- 🚗 Consumer Durables3.66%
- 💇♀️ Consumer Services3.4%
- 💰 Finance2.99%
- 🛍️ Retail Trade2.65%
- 🍞 Consumer Non Durables2.4%
- ⚡ Utilities2.17%
- ⛏️ Energy Minerals1.17%
- 🪙 Cryptocurrencies1.03%
- 💼 Commercial Services0.75%
- 🧬 Health Technology0.51%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.82%
- 🇺🇸 NYSE30.47%
- 🇩🇪 FRA4.75%
- 🇬🇧 LSE3.44%
- 🌍 Digital Currency2.6%
- 🇫🇷 Euronext Paris1.46%
- 🇭🇰 Hong Kong Exchanges1.15%
- 🇮🇹 Borsa Italiana0.81%
- 🇨🇭 SIX0.55%
- 🇳🇱 Euronext Amsterdam0.3%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇦🇪 Dubai Financial Market0.15%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.06%
- Regular Trading Hours - RTH0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.23%
- 🇩🇪 Germany4.75%
- 🇬🇧 United Kingdom2.9%
- 🇹🇼 Taiwan2.85%
- 🇨🇳 China2.68%
- 🇨🇭 Switzerland2.52%
- 🇮🇪 Ireland1.57%
- 🇫🇷 France1.46%
- 🇳🇱 Netherlands0.92%
- 🇨🇦 Canada0.84%
- 🇮🇹 Italy0.81%
- 🇦🇺 Australia0.35%
- 🇩🇰 Denmark0.18%
- 🇸🇪 Sweden0.17%
- 🇰🇷 South Korea0.15%
- 🇳🇴 Norway0.12%
- 🇫🇮 Finland0.06%
- 🇱🇺 Luxembourg0.06%
- 🇧🇷 Brazil0.04%
- 🇮🇱 Israel0.03%
- 🇸🇬 Singapore0.01%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.66%
29 out of 66 instruments pay dividend.
46 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.09% | 0.87% | - |
 Richardstroud | 0.08% | 1.57% | - |
 CA.PA | 0.07% | 5.95% | $0.87 |
 CVX.US | 0.04% | 3.7% | $6.28 |
 ENEL.MI | 0.04% | 5.07% | $0.43 |
 ED | 0.03% | 3.34% | $3.28 |
 KO | 0.03% | 2.7% | $1.89 |
 AI-Revolution | 0.03% | 0.28% | - |
 RCL | 0.03% | 1.72% | - |
 PFE | 0.03% | 6.69% | $1.66 |
 BigTech | 0.03% | 0.2% | - |
 F | 0.03% | 3.92% | $0.78 |
 AXP | 0.02% | 1.09% | $2.6 |
 RYAAY | 0.02% | 1.24% | $0.93 |
 IAG.L | 0.02% | 1.66% | - |
 SBUX | 0.01% | 2.62% | $2.24 |
 CNK | 0.01% | 1.14% | - |
 0916.HK | 0.01% | 2.83% | $0.24 |
 TSM | 0.01% | 0.69% | $1.74 |
 MSFT | 0.01% | 0.83% | $3 |
 V | 0.01% | 0.81% | $2.01 |
 GM | 0.01% | 0.79% | $0.42 |
 BABA | 0% | 0.82% | $0.98 |
 AAPL | 0% | 0.34% | $0.97 |
 GOOG | 0% | 0.23% | $0.2 |
 GRMN | 0% | 0.38% | $3.71 |
 NVDA | 0% | 0.13% | $0.02 |
 MU | 0% | 0.05% | $0.46 |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Richardstroud) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (BigTech) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 8, 2026 | $0.22 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
 LLY (Richardstroud) | Pay Day | Jun 10, 2026 | $1.73 |
 SPGI (Richardstroud) | Pay Day | Jun 10, 2026 | $0.97 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
CNK | Pay Day | Jun 11, 2026 | $0.09 |
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 |
MSFT (Richardstroud) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (BigTech) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (BigTech) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 AMAT (BigTech) | Pay Day | Jun 11, 2026 | $0.53 |
 CRM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (BigTech) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
BABA (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
CRM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.44 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
ED | Pay Day | Jun 15, 2026 | $0.89 |
GRMN | Ex-Dividend | Jun 15, 2026 | $1.05 |
 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 |
KO (Richardstroud) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (Richardstroud) | Pay Day | Jun 15, 2026 | $0.22 |
META (BigTech) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (BigTech) | Pay Day | Jun 15, 2026 | $0.22 |
META (AI-Revolution) | Ex-Dividend | Jun 15, 2026 | $0.53 |
GOOGL (AI-Revolution) | Pay Day | Jun 15, 2026 | $0.22 |
GEV | Ex-Dividend | Jun 16, 2026 | -$0.50 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 LRCX (BigTech) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LRCX (AI-Revolution) | Ex-Dividend | Jun 17, 2026 | $0.26 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
 QCOM (Richardstroud) | Pay Day | Jun 25, 2026 | $0.92 |
 EXPN.L (Richardstroud) | Ex-Dividend | Jun 25, 2026 | $0.48 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
META (AI-Revolution) | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
0916.HK | Pay Day | Jun 26, 2026 | $0.09 |
GRMN | Pay Day | Jun 26, 2026 | $1.05 |
 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 |
 TSCO.L (Richardstroud) | Pay Day | Jun 26, 2026 | $0.13 |
NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (AI-Revolution) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 SHEL.L (Richardstroud) | Pay Day | Jun 29, 2026 | $0.39 |
 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 |
 DIS (Richardstroud) | Ex-Dividend | Jun 30, 2026 | $0.75 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
KO (Richardstroud) | Pay Day | Jul 1, 2026 | $0.53 |
 NKE (Richardstroud) | Pay Day | Jul 1, 2026 | $0.41 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
 NXT.L (Richardstroud) | Ex-Dividend | Jul 2, 2026 | $2.42 |
CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
CRM (AI-Revolution) | Pay Day | Jul 2, 2026 | $0.44 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (Richardstroud) | Ex-Dividend | Jul 6, 2026 | $0.42 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (AI-Revolution) | Pay Day | Jul 8, 2026 | $0.26 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
BABA (AI-Revolution) | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | -$0.50 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
CSCO (Richardstroud) | Pay Day | Jul 22, 2026 | $0.42 |
DIS (Richardstroud) | Pay Day | Jul 22, 2026 | $0.75 |
 SSE.L (Richardstroud) | Ex-Dividend | Jul 23, 2026 | $0.63 |
EXPN.L (Richardstroud) | Pay Day | Jul 24, 2026 | $0.48 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
NXT.L (Richardstroud) | Pay Day | Aug 3, 2026 | $2.42 |
SSE.L (Richardstroud) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 3.5/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.98
-3.98
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-3.98
-3.98
-4
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
36.42
High:
TSLA
382.29TSLALow:
RKLB
-363.15RKLBDetails
PEG Ratio
37.11
High:V
207.09VLow:RKLB
-1,817.07RKLBDetails
Price/Book
11.33
High:AAPL
42.87AAPLLow:SBUX
-12.67SBUXDetails
Price/Sales
8.88
High:
SPCE
286.38SPCELow:CA.PA
0.13CA.PADetails
Price/CF
23.53
High:
RIOT
107.94RIOTLow:0916.HK
2.440916.HKDetails
Price/FCF
52.19
High:SBUX
1,256.06SBUXLow:CA.PA
6.5CA.PADetails
P/E Ratio
36.42
High:TSLA
382.29TSLALow:RKLB
-363.15RKLBDetails
PEG Ratio
37.11
High:V
207.09VLow:RKLB
-1,817.07RKLBDetails
Price/Book
11.33
High:AAPL
42.87AAPLLow:SBUX
-12.67SBUXDetails
Price/Sales
8.88
High:SPCE
286.38SPCELow:CA.PA
0.13CA.PADetails
Price/CF
23.53
High:RIOT
107.94RIOTLow:0916.HK
2.440916.HKDetails
Price/FCF
52.19
High:SBUX
1,256.06SBUXLow:CA.PA
6.5CA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.21% | Nov 2021 | Sep 2024 | 34 |
-10.61% | Nov 2025 | Apr 2026 | 5 |
-10.27% | Feb 2025 | May 2025 | 3 |
-4.34% | Jun 2026 | - | 1 |
-3.2% | Jul 2021 | Oct 2021 | 3 |
-2.34% | Dec 2024 | Jan 2025 | 1 |
-1.43% | Apr 2021 | Jun 2021 | 2 |