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-0.82%
Today
+0.59%
This Month
+5.31%
Year To Date
+66.8%
2 Years
+126.73%
5 Years
+16.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.45%
- 🖥️ Technology Services20.08%
- 💰 Finance11.3%
- 🪙 Cryptocurrencies9.9%
- 💻 Electronic Technology6.59%
- 🛍️ Retail Trade6.57%
- 🚗 Consumer Durables4.19%
- 🚚 Transportation4.06%
- ⛏️ Energy Minerals2.76%
- ⚡ Utilities2.43%
- 👥 Copy Trading2.33%
- 💼 Commercial Services0.74%
- 💇♀️ Consumer Services0.62%
- 🧬 Health Technology0.27%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.69%
- 🇺🇸 NYSE25.29%
- 🇬🇧 LSE12.85%
- 🌍 Digital Currency9.9%
- 🇩🇪 FRA5.26%
- 🇩🇪 Xetra ETFs4.35%
- 🇫🇷 Euronext Paris1.28%
- 🇨🇭 SIX0.07%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇦🇪 Dubai Financial Market0.02%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🌍 CFD0.01%
- 🌍 FX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.29%
- 🇬🇧 United Kingdom11.17%
- 🇩🇪 Germany5.26%
- 🇳🇱 Netherlands3.61%
- 🇨🇳 China1.17%
- 🇱🇺 Luxembourg0.95%
- 🇮🇪 Ireland0.76%
- 🇨🇦 Canada0.5%
- 🇺🇾 Uruguay0.32%
- 🇹🇼 Taiwan0.07%
- 🇨🇭 Switzerland0.07%
- 🇪🇸 Spain0.06%
- 🇯🇵 Japan0.04%
- 🇩🇰 Denmark0.03%
- 🇫🇷 France0.02%
- 🇳🇴 Norway0.02%
- 🇸🇪 Sweden0.02%
- 🇮🇱 Israel0.01%
- 🇫🇮 Finland0.01%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.23%
40 out of 67 instruments pay dividend.
35 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.16% | 8.35% | $5.3 |
 VOW3.DE | 0.14% | 6.83% | $9.06 |
 LLOY.L | 0.1% | 4.15% | $0.03 |
 BARC.L | 0.1% | 2.58% | $0.08 |
 BP.L | 0.08% | 6.88% | $0.23 |
 SHEL.L | 0.07% | 4.36% | $0.8 |
 LHA.DE | 0.06% | 4.22% | $0.3 |
 HSBA.L | 0.06% | 5.86% | $0.49 |
 TQQQ | 0.05% | 1.79% | - |
 MSFT | 0.04% | 0.69% | $3 |
 SPY | 0.04% | 1.29% | - |
 TLT | 0.03% | 4.21% | - |
 EZJ.L | 0.02% | 2.09% | $0.05 |
 IJJ | 0.02% | 2.05% | - |
 FXI | 0.02% | 1.58% | - |
 JeppeKirkBonde | 0.02% | 1.5% | - |
 USB | 0.02% | 4.55% | $1.94 |
 ASML | 0.02% | 0.79% | $5.57 |
 ISF.L | 0.02% | 3.54% | - |
 MIDD.L | 0.02% | 3.14% | - |
 LMT | 0.02% | 2.75% | $12.45 |
 AIR.PA | 0.02% | 1.2% | $1.8 |
 GOOG | 0.02% | 0.47% | $0.2 |
 IWM | 0.01% | 1.27% | - |
 VST | 0.01% | 0.52% | $0.85 |
 RYAAY | 0.01% | 1.51% | $0.93 |
 BABA | 0.01% | 0.86% | $0.98 |
 QQQ | 0.01% | 0.63% | - |
 META | 0.01% | 0.3% | $1 |
 VTI | 0.01% | 1.37% | - |
 knw500 | 0.01% | 1.07% | - |
 V | 0.01% | 0.62% | $2.01 |
 COST | 0.01% | 0.47% | $19.22 |
 MCD | 0% | 2.27% | $6.53 |
 MA | 0% | 0.49% | $2.46 |
 GM | 0% | 1.08% | $0.42 |
 TJX | 0% | 1.22% | $1.42 |
 DAL | 0% | 1.22% | $0.3 |
 liborvasa | 0% | 0.22% | - |
 MRVL | 0% | 0.36% | $0.24 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (liborvasa) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (knw500) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 NVDA (liborvasa) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (knw500) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (knw500) | Pay Day | Jun 12, 2025 | $0.83 |
 MMM (knw500) | Pay Day | Jun 12, 2025 | $0.73 |
BABA (knw500) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 ADM.L (knw500) | Pay Day | Jun 13, 2025 | $1.18 |
 ULVR.L (knw500) | Pay Day | Jun 13, 2025 | $0.52 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
GOOG (liborvasa) | Pay Day | Jun 16, 2025 | $0.21 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (knw500) | Pay Day | Jun 16, 2025 | $0.21 |
META (knw500) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 EPR (knw500) | Pay Day | Jun 16, 2025 | $0.30 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
 EA (liborvasa) | Pay Day | Jun 18, 2025 | $0.19 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 HD (knw500) | Pay Day | Jun 18, 2025 | $2.30 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
GM (knw500) | Pay Day | Jun 19, 2025 | $0.15 |
HSBA.L | Pay Day | Jun 20, 2025 | $0.10 |
 HSBC (liborvasa) | Pay Day | Jun 20, 2025 | $0.50 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 DIS (knw500) | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (knw500) | Pay Day | Jun 26, 2025 | $0.52 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 TSCO.L (knw500) | Pay Day | Jun 27, 2025 | $0.12 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
NVDA (liborvasa) | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (knw500) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (knw500) | Pay Day | Jul 10, 2025 | $0.95 |
DIS (knw500) | Pay Day | Jul 23, 2025 | $0.50 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
FXI (knw500) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
1.07
1.07
0
1
2
3
3
Jensen's Alpha
2.36
2.36
-2
0
2
4.5
4.5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.61
High:
PLTR
567.73PLTRLow:
MRVL
-115.55MRVLDetails
PEG Ratio
217.89
High:
COIN
941.94COINLow:MRVL
-231.12MRVLDetails
Price/Book
6.89
High:
MA
79.68MALow:
MCD
-64.5MCDDetails
Price/Sales
5.39
High:
MSTR
211.14MSTRLow:
VOW3.DE
0.14VOW3.DEDetails
Price/CF
17.51
High:MSTR
7,511.07MSTRLow:
LHA.DE
1.9LHA.DEDetails
Price/FCF
46.44
High:MSTR
1,187.5MSTRLow:
EZJ.L
4.51EZJ.LDetails
P/E Ratio
29.61
High:PLTR
567.73PLTRLow:MRVL
-115.55MRVLDetails
PEG Ratio
217.89
High:COIN
941.94COINLow:MRVL
-231.12MRVLDetails
Price/Book
6.89
High:MA
79.68MALow:MCD
-64.5MCDDetails
Price/Sales
5.39
High:MSTR
211.14MSTRLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
17.51
High:MSTR
7,511.07MSTRLow:LHA.DE
1.9LHA.DEDetails
Price/FCF
46.44
High:MSTR
1,187.5MSTRLow:EZJ.L
4.51EZJ.LDetails
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 |