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+1.64%
Today
-0.82%
This Month
+0.64%
Year To Date
+148.85%
2 Years
+640.08%
5 Years
+13.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.96%
- 💵 Cash26.2%
- 💻 Electronic Technology14.92%
- 🚗 Consumer Durables9.31%
- 🧬 Health Technology4.84%
- 👥 Copy Trading3.91%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.96%
- 🇺🇸 Nasdaq17.5%
- 🇺🇸 NYSE15.26%
- 🇨🇭 SIX0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇩🇪 FRA0.03%
- 🇺🇸 Chicago Board Options Exchange0.02%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇦🇪 Dubai Financial Market0.01%
- 🇫🇷 Euronext Paris0.01%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇬🇧 LSE0.01%
- 🇫🇮 Helsinki Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.2%
- 🇫🇮 Finland9.03%
- 🇮🇱 Israel0.3%
- 🇨🇦 Canada0.15%
- 🇹🇼 Taiwan0.04%
- 🇨🇭 Switzerland0.04%
- 🇪🇸 Spain0.03%
- 🇩🇪 Germany0.03%
- 🇳🇱 Netherlands0.02%
- 🇯🇵 Japan0.01%
- 🇩🇰 Denmark0.01%
- 🇨🇳 China0.01%
- 🇫🇷 France0.01%
- 🇸🇪 Sweden0.01%
- 🇳🇴 Norway0.01%
- 🇱🇺 Luxembourg0%
- 🇰🇷 South Korea0%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.54%
5 out of 13 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.34% | 7.09% | $1.66 |
 NOK | 0.18% | 1.99% | $0.1 |
 JeppeKirkBonde | 0.01% | 1.42% | - |
 CyberSecurity | 0.01% | 0.2% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.6/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
82.92
82.92
-2
0
2
83
83
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
4.37
4.37
0
0.75
1.25
5
5
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
82.92
82.92
-2
0
2
83
83
Omega Ratio
1.81
1.81
0
1
1.5
2.5
2.5
Treynor Ratio
4.37
4.37
0
0.75
1.25
5
5
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
59.12
High:
TSLA
177.17TSLALow:
WKHS
-0.02WKHSDetails
PEG Ratio
66.46
High:
SMCI
393.79SMCILow:WKHS
-0.03WKHSDetails
Price/Book
15.75
High:
NVDA
41.84NVDALow:WKHS
0.18WKHSDetails
Price/Sales
13.52
High:NVDA
23.84NVDALow:WKHS
0.74WKHSDetails
Price/CF
37.41
High:SMCI
138.16SMCILow:
PFE
10.29PFEDetails
Price/FCF
52.05
High:SMCI
598.42SMCILow:
NOK
24.56NOKDetails
P/E Ratio
59.12
High:TSLA
177.17TSLALow:WKHS
-0.02WKHSDetails
PEG Ratio
66.46
High:SMCI
393.79SMCILow:WKHS
-0.03WKHSDetails
Price/Book
15.75
High:NVDA
41.84NVDALow:WKHS
0.18WKHSDetails
Price/Sales
13.52
High:NVDA
23.84NVDALow:WKHS
0.74WKHSDetails
Price/CF
37.41
High:SMCI
138.16SMCILow:PFE
10.29PFEDetails
Price/FCF
52.05
High:SMCI
598.42SMCILow:NOK
24.56NOKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-94.18% | Jan 2018 | - | 90 |
-22.67% | Sep 2017 | Dec 2017 | 3 |
-16.43% | Jul 2017 | Aug 2017 | 1 |