Loading...
+12.23%
This Month
+1.59%
Year To Date
+49.17%
2 Years
+40.36%
5 Years
+122.37%
10 Years
+15.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology18.39%
- 🖥️ Technology Services18.35%
- 📊 ETFs11.38%
- 💰 Finance10.99%
- 💵 Cash10.32%
- 🛍️ Retail Trade6.78%
- 🛠️ Producer Manufacturing6.56%
- 🍞 Consumer Non Durables4.31%
- 🏥 Health Services3.93%
- 👥 Copy Trading3.28%
- 🏭 Industrial Services3.26%
- 🚗 Consumer Durables2.98%
- 🚚 Transportation2.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq61.03%
- 🇺🇸 NYSE30.56%
- 🇨🇭 SIX0.18%
- 🇬🇧 LSE0.15%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇩🇪 FRA0.08%
- 🇫🇷 Euronext Paris0.07%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇦🇪 Dubai Financial Market0.06%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🌍 Digital Currency0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.26%
- 🇺🇾 Uruguay4.36%
- 🇸🇬 Singapore2.32%
- 🇰🇾 Cayman Islands1.76%
- 🇹🇼 Taiwan0.28%
- 🇨🇭 Switzerland0.18%
- 🇳🇱 Netherlands0.15%
- 🇨🇦 Canada0.12%
- 🇩🇪 Germany0.08%
- 🇫🇷 France0.07%
- 🇸🇪 Sweden0.06%
- 🇩🇰 Denmark0.06%
- 🇳🇴 Norway0.04%
- 🇬🇧 United Kingdom0.04%
- 🇰🇷 South Korea0.04%
- 🇪🇸 Spain0.03%
- 🇱🇺 Luxembourg0.02%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.02%
- 🇨🇳 China0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.4%
14 out of 32 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $EPD (5.93%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
 EPD | Ex-Dividend | Apr 30, 2026 | $0.55 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 WMT | Ex-Dividend | May 8, 2026 | $0.25 |
 MA | Pay Day | May 8, 2026 | $0.87 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
EPD | Pay Day | May 14, 2026 | $0.55 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
WMT | Pay Day | May 26, 2026 | $0.25 |
 DLO | Ex-Dividend | May 27, 2026 | $0.19 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
DLO | Pay Day | Jun 10, 2026 | $0.19 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.9/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-2.62
-2.62
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-2.62
-2.62
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.32
High:
TSLA
364.78TSLALow:
CRWD
-573.06CRWDDetails
PEG Ratio
-206.3
High:
V
552.81VLow:
RKLB
-11,532.17RKLBDetails
Price/Book
10.01
High:MA
60.24MALow:
BRK.B
1.43BRK.BDetails
Price/Sales
7.76
High:RKLB
80.67RKLBLow:
JBL
1.05JBLDetails
Price/CF
30.91
High:TSLA
107.92TSLALow:EPD
8.09EPDDetails
Price/FCF
72.99
High:EPD
511.93EPDLow:
NU
9.68NUDetails
P/E Ratio
42.32
High:TSLA
364.78TSLALow:CRWD
-573.06CRWDDetails
PEG Ratio
-206.3
High:V
552.81VLow:RKLB
-11,532.17RKLBDetails
Price/Book
10.01
High:MA
60.24MALow:BRK.B
1.43BRK.BDetails
Price/Sales
7.76
High:RKLB
80.67RKLBLow:JBL
1.05JBLDetails
Price/CF
30.91
High:TSLA
107.92TSLALow:EPD
8.09EPDDetails
Price/FCF
72.99
High:EPD
511.93EPDLow:NU
9.68NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.92% | Nov 2021 | Nov 2024 | 36 |
-14.23% | Nov 2025 | - | 6 |
-7.89% | Feb 2025 | May 2025 | 3 |
-6.15% | Jul 2021 | Oct 2021 | 3 |
-3.31% | Sep 2020 | Nov 2020 | 2 |
-2.27% | Dec 2024 | Jan 2025 | 1 |