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-3.69%
This Month
+14.14%
Year To Date
+36.88%
2 Years
+33.13%
5 Years
+57.27%
10 Years
+7.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.53%
- 🖥️ Technology Services8.69%
- 💵 Cash7.6%
- 🧬 Health Technology5.01%
- 🧪 Process Industries4.5%
- 🛍️ Retail Trade3.36%
- 💻 Electronic Technology1.76%
- ⚡ Utilities1.07%
- 🚗 Consumer Durables0.97%
- 🧩 Miscellaneous0.63%
- 📊 ETFs0.57%
- 🪙 Cryptocurrencies0.3%
- 🛠️ Producer Manufacturing0.27%
- 🪨 Non Energy Minerals0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.4%
- 🇺🇸 NYSE21.08%
- 🇩🇪 FRA14.22%
- 🇭🇰 Hong Kong Exchanges1.32%
- 🇺🇸 Chicago Board Options Exchange0.64%
- 🇨🇭 SIX0.58%
- 🇬🇧 LSE0.57%
- 🇫🇷 Euronext Paris0.48%
- 🇮🇹 Borsa Italiana0.38%
- 🌍 Digital Currency0.3%
- 🇳🇱 Euronext Amsterdam0.26%
- Tokyo Stock Exchange0.25%
- Regular Trading Hours - RTH0.22%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇪🇸 Bolsa De Madrid0.19%
- 🇫🇮 Helsinki Stock Exchange0.11%
- 🇦🇪 Dubai Financial Market0.08%
- 🌍 Commodity0.06%
- 🇳🇴 Oslo Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.68%
- 🇩🇪 Germany15.32%
- 🇨🇳 China8.04%
- 🇬🇧 United Kingdom2.11%
- 🇳🇱 Netherlands1.63%
- 🇨🇭 Switzerland1.09%
- 🇹🇼 Taiwan0.66%
- 🇫🇷 France0.48%
- 🇨🇦 Canada0.47%
- 🇮🇹 Italy0.38%
- 🇸🇪 Sweden0.3%
- 🇰🇾 Cayman Islands0.28%
- 🇮🇪 Ireland0.22%
- 🇩🇰 Denmark0.21%
- 🇪🇸 Spain0.19%
- 🇰🇷 South Korea0.16%
- 🇫🇮 Finland0.11%
- 🇳🇴 Norway0.05%
- 🇱🇺 Luxembourg0.03%
- 🇧🇷 Brazil0.02%
- 🇮🇱 Israel0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.6%
20 out of 37 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $PFE (5.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Social-Investor | 0.2% | 0.37% | - |
 SAP.DE | 0.08% | 1.18% | $2.2 |
 jaynemesis | 0.05% | 0.82% | - |
 JeppeKirkBonde | 0.05% | 0.95% | - |
 SY1.DE | 0.03% | 1.21% | $1.1 |
 HAS | 0.02% | 2.38% | $2.8 |
 RWE.DE | 0.02% | 2.16% | $1 |
 BABA | 0.02% | 1.03% | $0.98 |
 LIN | 0.02% | 1.24% | $5.33 |
 JD.US | 0.02% | 3.86% | $0.74 |
 PFE | 0.02% | 5.73% | $1.66 |
 SHL.DE | 0.01% | 2.39% | $0.95 |
 0700.HK | 0.01% | 1.37% | $3.4 |
 2338.HK | 0.01% | 4.18% | $0.57 |
 SRT.DE | 0.01% | 0.33% | $0.73 |
 SPY | 0.01% | 0.97% | - |
 IFX.DE | 0.01% | 0.72% | $0.35 |
 NVDA | 0% | 0.25% | $0.02 |
 0968.HK | 0% | 0.57% | $0.23 |
 SCCO | 0% | -2.11% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 27, 2026 | $3.15 |
ASML.NV (jaynemesis) | Ex-Dividend | Oct 27, 2026 | $3.15 |
 ASML (Social-Investor) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $8.60 |
ASML (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $3.17 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2026 | $9.76 |
 MRVL (Social-Investor) | Pay Day | Oct 29, 2026 | $0.06 |
 MU (JeppeKirkBonde) | Pay Day | Oct 29, 2026 | $0.15 |
 DELL (Social-Investor) | Pay Day | Oct 30, 2026 | $0.63 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2026 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 2, 2026 | $0.15 |
FCX (jaynemesis) | Pay Day | Nov 2, 2026 | $0.15 |
 AGRO (JeppeKirkBonde) | Ex-Dividend | Nov 4, 2026 | $0.12 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Nov 5, 2026 | $0.17 |
 ETN (jaynemesis) | Ex-Dividend | Nov 7, 2026 | $1.10 |
 AAPL (Social-Investor) | Ex-Dividend | Nov 10, 2026 | $0.27 |
SCCO | Ex-Dividend | Nov 11, 2026 | -$1.00 |
 LLY (jaynemesis) | Ex-Dividend | Nov 14, 2026 | $1.73 |
 KLAC (Social-Investor) | Ex-Dividend | Nov 17, 2026 | $2.30 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CEG (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $0.43 |
 WAB (jaynemesis) | Ex-Dividend | Nov 18, 2026 | $0.31 |
HAS | Ex-Dividend | Nov 19, 2026 | $0.70 |
HAS (JeppeKirkBonde) | Ex-Dividend | Nov 19, 2026 | $0.70 |
 MSFT (Social-Investor) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (jaynemesis) | Ex-Dividend | Nov 20, 2026 | $0.91 |
 XYL (jaynemesis) | Ex-Dividend | Nov 27, 2026 | $0.43 |
 NEE (jaynemesis) | Ex-Dividend | Nov 28, 2026 | $0.62 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 B (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $0.17 |
LIN | Ex-Dividend | Dec 3, 2026 | $1.60 |
 GOOG (Social-Investor) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PYPL (Social-Investor) | Ex-Dividend | Dec 4, 2026 | $0.14 |
 D (JeppeKirkBonde) | Ex-Dividend | Dec 4, 2026 | $0.67 |
GOOG (jaynemesis) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 TT (jaynemesis) | Ex-Dividend | Dec 4, 2026 | $1.05 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (jaynemesis) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2026 | $0.10 |
 VRT (Social-Investor) | Ex-Dividend | Dec 14, 2026 | $0.06 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 15, 2026 | $0.43 |
 VRSK (jaynemesis) | Ex-Dividend | Dec 15, 2026 | $0.50 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (jaynemesis) | Ex-Dividend | Dec 16, 2026 | $0.95 |
 CRM (Social-Investor) | Ex-Dividend | Dec 17, 2026 | $0.44 |
 HPE (Social-Investor) | Ex-Dividend | Dec 17, 2026 | $0.14 |
 META (Social-Investor) | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 VST (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.23 |
 LRCX (Social-Investor) | Ex-Dividend | Dec 23, 2026 | $0.26 |
 RL (JeppeKirkBonde) | Ex-Dividend | Dec 25, 2026 | $1.00 |
 NTR (jaynemesis) | Ex-Dividend | Dec 29, 2026 | $0.55 |
 DIS (Social-Investor) | Ex-Dividend | Dec 30, 2026 | $0.75 |
 HST (JeppeKirkBonde) | Ex-Dividend | Dec 30, 2026 | $0.20 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jan 6, 2027 | $1.50 |
 ORCL (Social-Investor) | Ex-Dividend | Jan 9, 2027 | $0.50 |
MRVL (Social-Investor) | Ex-Dividend | Jan 9, 2027 | $0.06 |
MU (JeppeKirkBonde) | Ex-Dividend | Jan 14, 2027 | $0.15 |
FCX (JeppeKirkBonde) | Ex-Dividend | Jan 15, 2027 | $0.15 |
FCX (jaynemesis) | Ex-Dividend | Jan 15, 2027 | $0.15 |
DELL (Social-Investor) | Ex-Dividend | Jan 20, 2027 | $0.63 |
SHL.DE | Ex-Dividend | Feb 6, 2027 | $1.18 |
0968.HK | Ex-Dividend | Feb 13, 2027 | $0.00 |
 VALE (JeppeKirkBonde) | Ex-Dividend | Feb 13, 2027 | $0.14 |
 NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Feb 14, 2027 | $1.26 |
IFX.DE | Ex-Dividend | Feb 20, 2027 | $0.41 |
 ANTO.L (JeppeKirkBonde) | Ex-Dividend | Mar 1, 2027 | $0.48 |
ANTO.L (jaynemesis) | Ex-Dividend | Mar 1, 2027 | $0.48 |
 ABBN.ZU (JeppeKirkBonde) | Ex-Dividend | Mar 23, 2027 | $1.19 |
ABBN.ZU (jaynemesis) | Ex-Dividend | Mar 23, 2027 | $1.19 |
2338.HK | Ex-Dividend | Mar 25, 2027 | $0.00 |
SRT.DE | Ex-Dividend | Mar 27, 2027 | $0.87 |
 FORTUM.HE (JeppeKirkBonde) | Ex-Dividend | Apr 1, 2027 | $0.87 |
FORTUM.HE (jaynemesis) | Ex-Dividend | Apr 1, 2027 | $0.87 |
JD.US | Ex-Dividend | Apr 9, 2027 | $1.00 |
JD.US (Social-Investor) | Ex-Dividend | Apr 9, 2027 | $1.00 |
 PRY.MI (jaynemesis) | Ex-Dividend | Apr 19, 2027 | $1.06 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2027 | $0.42 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2027 | $1.18 |
RWE.DE | Ex-Dividend | May 4, 2027 | $1.40 |
SAP.DE | Ex-Dividend | May 6, 2027 | $2.95 |
SY1.DE | Ex-Dividend | May 7, 2027 | $1.47 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2027 | $3.00 |
 SU.PA (jaynemesis) | Ex-Dividend | May 11, 2027 | $4.94 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 11, 2027 | $1.77 |
 RHM.DE (JeppeKirkBonde) | Ex-Dividend | May 13, 2027 | $13.50 |
0700.HK | Ex-Dividend | May 15, 2027 | $0.68 |
 NIBEB.ST (jaynemesis) | Ex-Dividend | May 20, 2027 | $0.00 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (Social-Investor) | Ex-Dividend | Jun 11, 2027 | $1.05 |
Performance Metrics
Score 3.4/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-5.06
-5.06
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-5.06
-5.06
-6
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.84
High:0968.HK
108.680968.HKLow:
BIDU
-47.2BIDUDetails
PEG Ratio
1.39
High:SHL.DE
9.2SHL.DELow:
AGEN
0.02AGENDetails
Price/Book
5.77
High:NVDA
25.19NVDALow:
INKT
-4.43INKTDetails
Price/Sales
5.5
High:
MRNA
36.3MRNALow:INKT
-INKTDetails
Price/CF
21.78
High:
BEAM
274.15BEAMLow:0968.HK
3.160968.HKDetails
Price/FCF
46.07
High:BABA
1,196.17BABALow:0968.HK
5.780968.HKDetails
P/E Ratio
25.84
High:0968.HK
108.680968.HKLow:BIDU
-47.2BIDUDetails
PEG Ratio
1.39
High:SHL.DE
9.2SHL.DELow:AGEN
0.02AGENDetails
Price/Book
5.77
High:NVDA
25.19NVDALow:INKT
-4.43INKTDetails
Price/Sales
5.5
High:MRNA
36.3MRNALow:INKT
-INKTDetails
Price/CF
21.78
High:BEAM
274.15BEAMLow:0968.HK
3.160968.HKDetails
Price/FCF
46.07
High:BABA
1,196.17BABALow:0968.HK
5.780968.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.39% | May 2021 | Sep 2025 | 52 |
-9.69% | Nov 2025 | May 2026 | 6 |
-3.9% | Jun 2026 | Aug 2026 | 2 |
-3.69% | Oct 2026 | - | 1 |
-1.15% | Feb 2021 | Mar 2021 | 1 |
-0.29% | Sep 2020 | Oct 2020 | 1 |