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+0.64%
This Month
+22.23%
Year To Date
+61.15%
2 Years
+50.38%
5 Years
+50.38%
10 Years
+10.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.41%
- 💻 Electronic Technology15.43%
- 🚚 Transportation6.04%
- 💰 Finance4.18%
- 🚗 Consumer Durables3.54%
- 🖥️ Technology Services3.52%
- 🛠️ Producer Manufacturing3.47%
- 💵 Cash3.47%
- 💇♀️ Consumer Services3.45%
- 📊 ETFs3.35%
- 🛍️ Retail Trade2.93%
- ⚡ Utilities2.41%
- 🪙 Cryptocurrencies1.66%
- 🍞 Consumer Non Durables1.28%
- 💼 Commercial Services1.1%
- ⛏️ Energy Minerals1.09%
- 🧬 Health Technology0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.94%
- 🇺🇸 NYSE29.36%
- 🌍 Digital Currency10.7%
- 🇩🇪 FRA3.69%
- 🇬🇧 LSE2.86%
- 🇭🇰 Hong Kong Exchanges1.9%
- 🇫🇷 Euronext Paris1.45%
- 🇮🇹 Borsa Italiana0.88%
- 🇨🇭 SIX0.55%
- 🇩🇪 Xetra ETFs0.41%
- 🇪🇸 Bolsa De Madrid0.35%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇦🇪 Dubai Financial Market0.2%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇩🇰 Copenhagen Stock Exchange0.18%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States59.47%
- 🇨🇳 China4.4%
- 🇩🇪 Germany3.69%
- 🇬🇧 United Kingdom2.55%
- 🇮🇪 Ireland2.24%
- 🇹🇼 Taiwan1.48%
- 🇫🇷 France1.45%
- 🇨🇭 Switzerland1.34%
- 🇨🇦 Canada1.2%
- 🇮🇹 Italy0.88%
- 🇳🇱 Netherlands0.68%
- 🇪🇸 Spain0.35%
- 🇱🇺 Luxembourg0.2%
- 🇩🇰 Denmark0.18%
- 🇸🇪 Sweden0.17%
- 🇳🇴 Norway0.1%
- 🇰🇷 South Korea0.06%
- 🇫🇮 Finland0.06%
- 🇮🇱 Israel0.05%
- 🇧🇷 Brazil0.04%
- 🇸🇬 Singapore0.03%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.74%
27 out of 58 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $CA.PA (6.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.1% | 1% | - |
 CA.PA | 0.08% | 6.81% | $0.87 |
 Richardstroud | 0.08% | 1.53% | - |
 CVX | 0.05% | 4.56% | $6.28 |
 ENEL.MI | 0.05% | 5.55% | $0.43 |
 ED | 0.04% | 3.52% | $3.28 |
 KO | 0.04% | 2.91% | $1.89 |
 F | 0.03% | 5.76% | $0.78 |
 PFE | 0.03% | 6.61% | $1.66 |
 BigTech | 0.03% | 0.3% | - |
 IAG.L | 0.02% | 2.21% | - |
 AXP | 0.02% | 0.85% | $2.6 |
 RYAAY | 0.02% | 1.27% | $0.93 |
 RCL | 0.02% | 1.18% | - |
 AI-Revolution | 0.02% | 0.21% | - |
 GRMN | 0.01% | 1.77% | $3.71 |
 0916.HK | 0.01% | 3.4% | $0.24 |
 SBUX | 0.01% | 2.89% | $2.24 |
 CNK | 0.01% | 1.5% | - |
 MSFT | 0.01% | 0.72% | $3 |
 V | 0.01% | 0.74% | $2.01 |
 GM | 0.01% | 0.75% | $0.42 |
 BABA | 0.01% | 0.65% | $0.98 |
 AAPL | 0% | 0.37% | $0.97 |
 GOOG | 0% | 0.26% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
 GEV | 0% | -0.12% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SPGI (Richardstroud) | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (Richardstroud) | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (BigTech) | Pay Day | Dec 11, 2025 | $0.91 |
 AMAT (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | Ex-Dividend | Dec 11, 2025 | $0.84 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
0916.HK | Pay Day | Dec 30, 2025 | $0.01 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
 NXT.L (Richardstroud) | Pay Day | Jan 5, 2026 | $1.19 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (AI-Revolution) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.4/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-4.37
-4.37
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-4.37
-4.37
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.72
High:
INTC
3,906.6INTCLow:
03690.HK
-262.0403690.HKDetails
PEG Ratio
169.48
High:INTC
3,891.92INTCLow:
NIO
-92.8NIODetails
Price/Book
18.07
High:
AAPL
55.86AAPLLow:
SBUX
-11.95SBUXDetails
Price/Sales
12.07
High:
SPCE
153.75SPCELow:
NKLAQ
0NKLAQDetails
Price/CF
36.71
High:
RIOT
107.94RIOTLow:
CA.PA
2.22CA.PADetails
Price/FCF
57.06
High:SBUX
1,256.06SBUXLow:
F
5.43FDetails
P/E Ratio
40.72
High:INTC
3,906.6INTCLow:03690.HK
-262.0403690.HKDetails
PEG Ratio
169.48
High:INTC
3,891.92INTCLow:NIO
-92.8NIODetails
Price/Book
18.07
High:AAPL
55.86AAPLLow:SBUX
-11.95SBUXDetails
Price/Sales
12.07
High:SPCE
153.75SPCELow:NKLAQ
0NKLAQDetails
Price/CF
36.71
High:RIOT
107.94RIOTLow:CA.PA
2.22CA.PADetails
Price/FCF
57.06
High:SBUX
1,256.06SBUXLow:F
5.43FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.21% | Nov 2021 | Sep 2024 | 34 |
-10.27% | Feb 2025 | May 2025 | 3 |
-6.08% | Nov 2025 | - | 2 |
-3.2% | Jul 2021 | Oct 2021 | 3 |
-2.34% | Dec 2024 | Jan 2025 | 1 |
-1.43% | Apr 2021 | Jun 2021 | 2 |