Loading...
+0.79%
This Month
+18.66%
Year To Date
+96.09%
2 Years
+127.92%
5 Years
+167.22%
10 Years
+17.8%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.1%
- 🖥️ Technology Services20.46%
- 💰 Finance11.63%
- 🪙 Cryptocurrencies10.7%
- 🛍️ Retail Trade6.31%
- 💻 Electronic Technology6.14%
- 🚗 Consumer Durables4.08%
- 🚚 Transportation3.84%
- ⛏️ Energy Minerals2.72%
- ⚡ Utilities2.35%
- 👥 Copy Trading2.25%
- 💼 Commercial Services0.81%
- 💇♀️ Consumer Services0.67%
- 🧬 Health Technology0.25%
- 🪨 Non Energy Minerals0.03%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.51%
- 🇺🇸 NYSE24.54%
- 🇬🇧 LSE12.2%
- 🌍 Digital Currency10.7%
- 🇩🇪 FRA5.07%
- 🇩🇪 Xetra ETFs4.34%
- 🇫🇷 Euronext Paris1.29%
- 🇨🇭 SIX0.08%
- 🇪🇸 Bolsa De Madrid0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇦🇪 Dubai Financial Market0.02%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🌍 CFD0.01%
- 🌍 FX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.87%
- 🇬🇧 United Kingdom10.62%
- 🇩🇪 Germany5.07%
- 🇳🇱 Netherlands3.44%
- 🇨🇳 China1.18%
- 🇱🇺 Luxembourg0.84%
- 🇮🇪 Ireland0.73%
- 🇨🇦 Canada0.65%
- 🇺🇾 Uruguay0.26%
- 🇨🇭 Switzerland0.08%
- 🇹🇼 Taiwan0.07%
- 🇪🇸 Spain0.05%
- 🇩🇰 Denmark0.02%
- 🇫🇷 France0.02%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.01%
- 🇮🇱 Israel0.01%
- 🇫🇮 Finland0.01%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.12%
42 out of 69 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.14% | 8.11% | $5.3 |
 VOW3.DE | 0.12% | 6.37% | $9.06 |
 LLOY.L | 0.09% | 4.19% | $0.03 |
 BARC.L | 0.09% | 2.35% | $0.08 |
 BP.L | 0.07% | 5.9% | $0.23 |
 SHEL.L | 0.06% | 4.09% | $0.8 |
 LHA.DE | 0.05% | 3.98% | $0.3 |
 HSBA.L | 0.05% | 5.26% | $0.49 |
 MSFT | 0.04% | 0.67% | $3 |
 TQQQ | 0.04% | 1.11% | - |
 SPY | 0.03% | 1.16% | - |
 FXI | 0.03% | 2.62% | - |
 TLT | 0.03% | 4.3% | - |
 EZJ.L | 0.02% | 2.59% | $0.05 |
 JeppeKirkBonde | 0.02% | 1.45% | - |
 IJJ | 0.02% | 1.9% | - |
 USB | 0.02% | 4.1% | $1.94 |
 ASML | 0.02% | 0.78% | $5.57 |
 MIDD.L | 0.02% | 3.42% | - |
 ISF.L | 0.02% | 3.5% | - |
 LMT | 0.01% | 2.86% | $12.45 |
 AIR.PA | 0.01% | 1.09% | $1.8 |
 GOOG | 0.01% | 0.35% | $0.2 |
 IWM | 0.01% | 1.15% | - |
 RYAAY | 0.01% | 1.61% | $0.93 |
 VST | 0.01% | 0.48% | $0.85 |
 BABA | 0.01% | 0.76% | $0.98 |
 META | 0.01% | 0.27% | $1 |
 QQQ | 0.01% | 0.51% | - |
 VTI | 0.01% | 1.22% | - |
 V | 0.01% | 0.69% | $2.01 |
 knw500 | 0.01% | 1% | - |
 COST | 0% | 0.51% | $19.22 |
 MCD | 0% | 2.26% | $6.53 |
 MA | 0% | 0.5% | $2.46 |
 GM | 0% | 0.93% | $0.42 |
 TJX | 0% | 1.15% | $1.42 |
 DAL | 0% | 1.05% | $0.3 |
 RTX | 0% | 1.66% | $2.44 |
 MRVL | 0% | 0.38% | $0.24 |
 liborvasa | 0% | 0.06% | - |
 KGC | 0% | 0.56% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (knw500) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (knw500) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (knw500) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 GRG.L (knw500) | Ex-Dividend | Sep 11, 2025 | $0.25 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 MMM (knw500) | Pay Day | Sep 12, 2025 | $0.73 |
 ULVR.L (knw500) | Pay Day | Sep 12, 2025 | $0.52 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (knw500) | Pay Day | Sep 15, 2025 | $0.21 |
 EPR (knw500) | Pay Day | Sep 15, 2025 | $0.30 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
GM | Pay Day | Sep 18, 2025 | $0.15 |
 HD (knw500) | Pay Day | Sep 18, 2025 | $2.30 |
GM (knw500) | Pay Day | Sep 18, 2025 | $0.15 |
VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
RYAAY | Pay Day | Sep 25, 2025 | $0.53 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
HSBA.L | Pay Day | Sep 26, 2025 | $0.10 |
 HSBC (liborvasa) | Pay Day | Sep 26, 2025 | $0.50 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 LGEN.L (knw500) | Pay Day | Sep 26, 2025 | $0.08 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (knw500) | Pay Day | Oct 2, 2025 | $0.01 |
 ADM.L (knw500) | Pay Day | Oct 3, 2025 | $1.17 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
GRG.L (knw500) | Pay Day | Oct 10, 2025 | $0.25 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.1/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
2.21
2.21
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.17
1.17
0
1
2
3
3
Jensen's Alpha
2.21
2.21
-2
0
2
4.5
4.5
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
1.14
1.14
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.37
0.37
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.59
High:
PLTR
518.91PLTRLow:
MRVL
-505.92MRVLDetails
PEG Ratio
221.03
High:
AXON
1,752.41AXONLow:MRVL
-565.89MRVLDetails
Price/Book
7.44
High:
MA
68.72MALow:
MCD
-81.96MCDDetails
Price/Sales
5.98
High:
MSTR
217.37MSTRLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.79
High:MSTR
7,511.07MSTRLow:
GM
2GMDetails
Price/FCF
57.2
High:MSTR
1,187.5MSTRLow:
MBG.DE
3.77MBG.DEDetails
P/E Ratio
31.59
High:PLTR
518.91PLTRLow:MRVL
-505.92MRVLDetails
PEG Ratio
221.03
High:AXON
1,752.41AXONLow:MRVL
-565.89MRVLDetails
Price/Book
7.44
High:MA
68.72MALow:MCD
-81.96MCDDetails
Price/Sales
5.98
High:MSTR
217.37MSTRLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
19.79
High:MSTR
7,511.07MSTRLow:GM
2GMDetails
Price/FCF
57.2
High:MSTR
1,187.5MSTRLow:MBG.DE
3.77MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.8% | Sep 2021 | Sep 2024 | 36 |
-17.64% | Jan 2020 | Jun 2020 | 5 |
-10.27% | Feb 2025 | May 2025 | 3 |
-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 |