Loading...
-0.23%
Today
-0.23%
This Month
+3.59%
Year To Date
+89.38%
2 Years
+129.65%
5 Years
+16.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services19.07%
- 📊 ETFs17.72%
- 🪙 Cryptocurrencies11.83%
- 💻 Electronic Technology8.72%
- 💰 Finance8.71%
- 💵 Cash8.02%
- 🛍️ Retail Trade5.42%
- 🚗 Consumer Durables5.33%
- 🚚 Transportation4.35%
- ⛏️ Energy Minerals3.02%
- ⚡ Utilities2.43%
- 👥 Copy Trading2.33%
- 💼 Commercial Services2.13%
- 💇♀️ Consumer Services0.82%
- 🍞 Consumer Non Durables0.5%
- 🧬 Health Technology0.15%
- 🧪 Process Industries0.04%
- 🛠️ Producer Manufacturing0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.06%
- 🇺🇸 NYSE17.56%
- 🇬🇧 LSE12.02%
- 🌍 Digital Currency11.84%
- 🇩🇪 FRA4.97%
- 🇩🇪 Xetra ETFs3.57%
- 🇭🇰 Hong Kong Exchanges2.29%
- 🇫🇷 Euronext Paris1.64%
- 🇨🇭 SIX0.09%
- 🇪🇸 Bolsa De Madrid0.06%
- 🌍 CFD0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🌍 FX0.02%
- 🌍 Commodity0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.35%
- 🇬🇧 United Kingdom10.43%
- 🇩🇪 Germany4.98%
- 🇳🇱 Netherlands2.37%
- 🇨🇳 China2.3%
- 🇫🇷 France1.64%
- 🇱🇺 Luxembourg0.75%
- 🇮🇪 Ireland0.65%
- 🇨🇦 Canada0.56%
- 🇮🇱 Israel0.1%
- 🇨🇭 Switzerland0.09%
- 🇹🇼 Taiwan0.08%
- 🇪🇸 Spain0.06%
- 🇯🇵 Japan0.05%
- 🇩🇰 Denmark0.02%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.02%
- 🇫🇮 Finland0.01%
- 🇧🇷 Brazil0%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.13%
37 out of 77 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.18% | 9% | $5.3 |
 VOW3.DE | 0.17% | 9.21% | $9.06 |
 BARC.L | 0.1% | 2.77% | $0.08 |
 LLOY.L | 0.09% | 4.67% | $0.03 |
 BP.L | 0.07% | 5.62% | $0.23 |
 SHEL.L | 0.07% | 4.08% | $0.8 |
 LHA.DE | 0.05% | 4.79% | $0.3 |
 HSBA.L | 0.05% | 5.73% | $0.49 |
 MSFT | 0.04% | 0.76% | $3 |
 FXI | 0.03% | 2.83% | - |
 IJJ | 0.02% | 2% | - |
 USB | 0.02% | 4.14% | $1.94 |
 ASML | 0.02% | 0.77% | $5.57 |
 LMT | 0.02% | 2.79% | $12.45 |
 IWM | 0.02% | 1.23% | - |
 JeppeKirkBonde | 0.02% | 1.24% | - |
 KO | 0.02% | 3.06% | $1.89 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 MIDD.L | 0.01% | 2.59% | - |
 VST | 0.01% | 0.52% | $0.85 |
 RYAAY | 0.01% | 1.8% | $0.93 |
 GOOG | 0.01% | 0.29% | $0.2 |
 TLT | 0.01% | 1.42% | - |
 ISF.L | 0.01% | 2.37% | - |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 QQQ | 0.01% | 0.64% | - |
 META | 0.01% | 0.29% | $1 |
 VTI | 0.01% | 1.26% | - |
 V | 0.01% | 0.65% | $2.01 |
 COST | 0.01% | 0.47% | $19.22 |
 knw500 | 0.01% | 0.77% | - |
 MCD | 0% | 2.35% | $6.53 |
 MA | 0% | 0.49% | $2.46 |
 GM | 0% | 0.97% | $0.42 |
 DAL | 0% | 0.74% | $0.3 |
 liborvasa | 0% | 0.25% | - |
 MRVL | 0% | 0.21% | $0.24 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
MA (knw500) | Pay Day | Feb 7 | $0.76 |
 WFC (knw500) | Ex-Dividend | Feb 7 | $0.40 |
 AAPL (liborvasa) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (knw500) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (knw500) | Pay Day | Feb 10 | $0.70 |
 BX (knw500) | Ex-Dividend | Feb 10 | $1.44 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (knw500) | Ex-Dividend | Feb 11 | $0.59 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
AAPL (liborvasa) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (knw500) | Pay Day | Feb 13 | $0.25 |
BX (knw500) | Pay Day | Feb 18 | $1.44 |
 EPR (knw500) | Pay Day | Feb 18 | $0.28 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (knw500) | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L (knw500) | Ex-Dividend | Feb 20 | $0.15 |
COST | Pay Day | Feb 21 | $1.16 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
WFC (knw500) | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (knw500) | Pay Day | Mar 3 | $0.59 |
LMT (knw500) | Ex-Dividend | Mar 3 | $3.30 |
GM | Ex-Dividend | Mar 7 | $0.12 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
GM (knw500) | Ex-Dividend | Mar 7 | $0.12 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (knw500) | Pay Day | Mar 13 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
GM (knw500) | Pay Day | Mar 20 | $0.12 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
EZJ.L (knw500) | Pay Day | Mar 21 | $0.15 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT | Pay Day | Mar 28 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
LMT (knw500) | Pay Day | Mar 28 | $3.30 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
 DIS (knw500) | Ex-Dividend | Jun 24 | $0.50 |
DIS (knw500) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.8/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
1.54
1.54
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
1.54
1.54
-2
0
2
4.5
4.5
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.8% | Sep 2021 | Sep 2024 | 36 |
-17.64% | Jan 2020 | Jun 2020 | 5 |
-5.04% | Sep 2020 | Nov 2020 | 2 |
-3.84% | Jul 2021 | Aug 2021 | 1 |
-2.82% | Dec 2024 | Jan 2025 | 1 |
-1.74% | Sep 2019 | Dec 2019 | 3 |
-0.57% | Mar 2021 | Apr 2021 | 1 |