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+0%
Today
-3.24%
This Month
-8.52%
Year To Date
-1.33%
2 Years
-35.5%
5 Years
-11.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.85%
- 🚗 Consumer Durables8.63%
- 💵 Cash8.47%
- 🚚 Transportation6.46%
- 🏭 Industrial Services6.16%
- 🧪 Process Industries4.54%
- 🍞 Consumer Non Durables3.64%
- 🛠️ Producer Manufacturing3.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.55%
- 🇺🇸 Nasdaq33.76%
- 🇭🇰 Hong Kong Exchanges7.02%
- 🇨🇭 SIX4.52%
- 🇩🇪 FRA1.85%
- 🇬🇧 LSE1.24%
- 🇪🇸 Bolsa De Madrid0.98%
- 🇫🇷 Euronext Paris0.85%
- 🇮🇹 Borsa Italiana0.45%
- 🇳🇱 Euronext Amsterdam0.41%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🇩🇰 Copenhagen Stock Exchange0.14%
- 🇦🇪 Dubai Financial Market0.1%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🌍 Digital Currency0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.39%
- 🇨🇦 Canada11.96%
- 🇮🇪 Ireland8.93%
- 🇨🇳 China8.15%
- 🇬🇧 United Kingdom5.17%
- 🇨🇭 Switzerland4.74%
- 🇩🇪 Germany1.85%
- 🇳🇱 Netherlands1.24%
- 🇪🇸 Spain0.98%
- 🇮🇱 Israel0.86%
- 🇹🇼 Taiwan0.69%
- 🇫🇷 France0.64%
- 🇯🇵 Japan0.47%
- 🇮🇹 Italy0.45%
- 🇰🇷 South Korea0.29%
- 🇭🇰 Hong Kong0.27%
- 🇱🇺 Luxembourg0.22%
- 🇸🇬 Singapore0.22%
- 🇩🇰 Denmark0.14%
- 🇸🇪 Sweden0.08%
- 🇳🇴 Norway0.08%
- 🇫🇮 Finland0.03%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.32%
14 out of 18 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $0390.HK (6.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0390.HK | 0.41% | 6.8% | $0.21 |
 RenewableEnergy | 0.19% | 2.28% | - |
 FoodTech | 0.16% | 1.99% | - |
 ALLE | 0.14% | 1.57% | $1.86 |
 DroneTech | 0.1% | 1.19% | - |
 JeppeKirkBonde | 0.09% | 1.55% | - |
 Chip-Tech | 0.07% | 0.89% | - |
 CP | 0.05% | 0.71% | $0.56 |
 Cancer-Med | 0.04% | 1.08% | - |
 SRAIL.ZU | 0.03% | 0.99% | $0.9 |
 AI-Revolution | 0.02% | 0.29% | - |
 CyberSecurity | 0.02% | 0.23% | - |
 Buybacks | 0.01% | 0.28% | - |
 SOBO | 0% | 4.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MKC (FoodTech) | Pay Day | Apr 21, 2025 | $0.45 |
 CAT (DroneTech) | Ex-Dividend | Apr 21, 2025 | $1.41 |
 DELL (Buybacks) | Ex-Dividend | Apr 22, 2025 | $0.52 |
 INGR (FoodTech) | Pay Day | Apr 22, 2025 | $0.80 |
 AIR.PA (DroneTech) | Ex-Dividend | Apr 22, 2025 | $1.04 |
 CSCO (CyberSecurity) | Pay Day | Apr 23, 2025 | $0.41 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
 CRM (Buybacks) | Pay Day | Apr 24, 2025 | $0.42 |
CRM (AI-Revolution) | Pay Day | Apr 24, 2025 | $0.42 |
AIR.PA (DroneTech) | Pay Day | Apr 24, 2025 | $1.04 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
 GE (AI-Revolution) | Pay Day | Apr 25, 2025 | $0.36 |
GE (DroneTech) | Pay Day | Apr 25, 2025 | $0.36 |
CP | Pay Day | Apr 28, 2025 | $0.13 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
ASML (Chip-Tech) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 CAG (FoodTech) | Ex-Dividend | Apr 28, 2025 | $0.35 |
 JD.US (DroneTech) | Pay Day | Apr 29, 2025 | $1.00 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 LNT (RenewableEnergy) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 ENTG (Chip-Tech) | Ex-Dividend | Apr 30, 2025 | $0.10 |
 TXN (DroneTech) | Ex-Dividend | Apr 30, 2025 | $1.36 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 MRVL (Chip-Tech) | Pay Day | May 1, 2025 | $0.06 |
MRVL (Buybacks) | Pay Day | May 1, 2025 | $0.06 |
 BMY (Cancer-Med) | Pay Day | May 1, 2025 | $0.62 |
DELL (Buybacks) | Pay Day | May 2, 2025 | $0.52 |
 LW (FoodTech) | Ex-Dividend | May 2, 2025 | $0.37 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 BN.PA (FoodTech) | Ex-Dividend | May 5, 2025 | $2.15 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
ASML (Chip-Tech) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
BN.PA (FoodTech) | Pay Day | May 7, 2025 | $2.15 |
 MA (Buybacks) | Pay Day | May 9, 2025 | $0.76 |
 GD (DroneTech) | Pay Day | May 9, 2025 | $1.50 |
 HWM (DroneTech) | Ex-Dividend | May 9, 2025 | $0.10 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
TXN (DroneTech) | Pay Day | May 13, 2025 | $1.36 |
 ED (RenewableEnergy) | Ex-Dividend | May 14, 2025 | $0.85 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
LNT (RenewableEnergy) | Pay Day | May 15, 2025 | $0.51 |
 ABBV (Cancer-Med) | Pay Day | May 15, 2025 | $1.64 |
MSFT (AI-Revolution) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (AI-Revolution) | Pay Day | May 15, 2025 | $1.48 |
 KR (FoodTech) | Ex-Dividend | May 15, 2025 | $0.32 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 GEV (RenewableEnergy) | Pay Day | May 16, 2025 | $0.25 |
 AMGN (Cancer-Med) | Ex-Dividend | May 16, 2025 | $2.38 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
CAT (DroneTech) | Pay Day | May 20, 2025 | $1.41 |
ENTG (Chip-Tech) | Pay Day | May 21, 2025 | $0.10 |
 AMAT (Chip-Tech) | Ex-Dividend | May 22, 2025 | $0.46 |
AMAT (Buybacks) | Ex-Dividend | May 22, 2025 | $0.46 |
 JNJ (Cancer-Med) | Ex-Dividend | May 27, 2025 | $1.30 |
 SAF.PA (DroneTech) | Ex-Dividend | May 27, 2025 | $3.04 |
HWM (DroneTech) | Pay Day | May 27, 2025 | $0.10 |
CAG (FoodTech) | Pay Day | May 29, 2025 | $0.35 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
LW (FoodTech) | Pay Day | May 30, 2025 | $0.37 |
KR (FoodTech) | Pay Day | Jun 1, 2025 | $0.32 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
SAF.PA (DroneTech) | Pay Day | Jun 2, 2025 | $3.04 |
 LHX (DroneTech) | Ex-Dividend | Jun 3, 2025 | $1.20 |
 QCOM (Chip-Tech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
AMGN (Cancer-Med) | Pay Day | Jun 6, 2025 | $2.38 |
JNJ (Cancer-Med) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
AMAT (Chip-Tech) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (Chip-Tech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
AMAT (Buybacks) | Pay Day | Jun 12, 2025 | $0.46 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
ALLE | Ex-Dividend | Jun 13, 2025 | $0.51 |
ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
LHX (DroneTech) | Pay Day | Jun 18, 2025 | $1.20 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (DroneTech) | Pay Day | Jun 25, 2025 | $0.56 |
QCOM (Chip-Tech) | Pay Day | Jun 26, 2025 | $0.89 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
ALLE | Pay Day | Jun 30, 2025 | $0.51 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (Chip-Tech) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.2/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.55
-0.55
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.7
-0.7
-1
1
2
3
3
Jensen's Alpha
-16.71
-16.71
-17
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
-0.99
-0.99
-1
0.75
1.25
2
2
Information Ratio
-1.39
-1.39
-2
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
-0.55
-0.55
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.7
-0.7
-1
1
2
3
3
Jensen's Alpha
-16.71
-16.71
-17
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
-0.99
-0.99
-1
0.75
1.25
2
2
Information Ratio
-1.39
-1.39
-2
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.12
High:
SRAIL.ZU
52.94SRAIL.ZULow:
SEDG
-0.41SEDGDetails
PEG Ratio
121.57
High:
ALLE
160.99ALLELow:
03690.HK
12.2703690.HKDetails
Price/Book
1.31
High:ALLE
7.26ALLELow:
0390.HK
0.260390.HKDetails
Price/Sales
0.11
High:
CP
6.56CPLow:0390.HK
0.010390.HKDetails
Price/CF
2.46
High:SEDG
103.23SEDGLow:0390.HK
0.30390.HKDetails
Price/FCF
34.14
High:SEDG
476.9SEDGLow:0390.HK
10.060390.HKDetails
P/E Ratio
14.12
High:SRAIL.ZU
52.94SRAIL.ZULow:SEDG
-0.41SEDGDetails
PEG Ratio
121.57
High:ALLE
160.99ALLELow:03690.HK
12.2703690.HKDetails
Price/Book
1.31
High:ALLE
7.26ALLELow:0390.HK
0.260390.HKDetails
Price/Sales
0.11
High:CP
6.56CPLow:0390.HK
0.010390.HKDetails
Price/CF
2.46
High:SEDG
103.23SEDGLow:0390.HK
0.30390.HKDetails
Price/FCF
34.14
High:SEDG
476.9SEDGLow:0390.HK
10.060390.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.4% | Sep 2021 | - | 44 |
-0.77% | Jul 2021 | Aug 2021 | 1 |
-0.38% | May 2021 | Jun 2021 | 1 |