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0%
Today
+4.33%
This Month
+7.23%
Year To Date
+12.92%
2 Years
-24.39%
5 Years
-7.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.32%
- 💵 Cash10.45%
- 🚗 Consumer Durables8.11%
- 🚚 Transportation6.06%
- 🏭 Industrial Services5.63%
- 🧪 Process Industries4.99%
- 🍞 Consumer Non Durables3.57%
- 🛠️ Producer Manufacturing3.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.96%
- 🇺🇸 Nasdaq35.89%
- 🇭🇰 Hong Kong Exchanges6.38%
- 🇨🇭 SIX4.03%
- 🇩🇪 FRA1.77%
- 🇬🇧 LSE1.17%
- 🇪🇸 Bolsa De Madrid0.88%
- 🇫🇷 Euronext Paris0.82%
- 🇮🇹 Borsa Italiana0.45%
- 🇳🇱 Euronext Amsterdam0.42%
- 🇺🇸 Chicago Board Options Exchange0.14%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇦🇪 Dubai Financial Market0.1%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.36%
- 🇨🇦 Canada12.01%
- 🇮🇪 Ireland8.41%
- 🇨🇳 China7.44%
- 🇬🇧 United Kingdom4.85%
- 🇨🇭 Switzerland4.42%
- 🇩🇪 Germany1.77%
- 🇳🇱 Netherlands1.3%
- 🇮🇱 Israel0.95%
- 🇪🇸 Spain0.88%
- 🇹🇼 Taiwan0.81%
- 🇫🇷 France0.6%
- 🇮🇹 Italy0.45%
- 🇯🇵 Japan0.45%
- 🇰🇷 South Korea0.29%
- 🇸🇬 Singapore0.23%
- 🇭🇰 Hong Kong0.23%
- 🇱🇺 Luxembourg0.21%
- 🇩🇰 Denmark0.13%
- 🇸🇪 Sweden0.08%
- 🇳🇴 Norway0.06%
- 🇫🇮 Finland0.03%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.05%
14 out of 18 instruments pay dividend.
58 dividend payments in the next 30 days.
Highest Dividend: $0390.HK (4.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 0390.HK | 0.27% | 4.91% | $0.21 |
 RenewableEnergy | 0.15% | 2.05% | - |
 FoodTech | 0.14% | 1.92% | - |
 ALLE | 0.12% | 1.42% | $1.86 |
 DroneTech | 0.09% | 1.01% | - |
 JeppeKirkBonde | 0.08% | 1.49% | - |
 Chip-Tech | 0.06% | 0.7% | - |
 CP | 0.04% | 0.68% | $0.56 |
 Cancer-Med | 0.03% | 1.01% | - |
 SRAIL.ZU | 0.03% | 0.97% | $0.9 |
 AI-Revolution | 0.02% | 0.23% | - |
 CyberSecurity | 0.01% | 0.19% | - |
 Buybacks | 0.01% | 0.25% | - |
 SOBO | 0% | -5.6% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 PEG (RenewableEnergy) | Ex-Dividend | Jun 9, 2025 | $0.63 |
GOOGL (Buybacks) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 BDX (Cancer-Med) | Ex-Dividend | Jun 9, 2025 | $1.04 |
GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 AEP (RenewableEnergy) | Pay Day | Jun 10, 2025 | $0.93 |
 JNJ (Cancer-Med) | Pay Day | Jun 10, 2025 | $1.30 |
 LLY (Cancer-Med) | Pay Day | Jun 10, 2025 | $1.50 |
 AMCR (FoodTech) | Pay Day | Jun 10, 2025 | $0.13 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Chip-Tech) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (Buybacks) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (AI-Revolution) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 ADM (FoodTech) | Pay Day | Jun 11, 2025 | $0.51 |
 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 |
 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 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 RTX (DroneTech) | Pay Day | Jun 12, 2025 | $0.68 |
ALLE | Ex-Dividend | Jun 13, 2025 | $0.51 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 EXC (RenewableEnergy) | Pay Day | Jun 13, 2025 | $0.40 |
 TER (Chip-Tech) | Pay Day | Jun 13, 2025 | $0.12 |
 TMO (Buybacks) | Ex-Dividend | Jun 13, 2025 | $0.43 |
 PFE (Cancer-Med) | Pay Day | Jun 13, 2025 | $0.43 |
 GILD (Cancer-Med) | Ex-Dividend | Jun 13, 2025 | $0.79 |
 SEE (FoodTech) | Ex-Dividend | Jun 13, 2025 | $0.20 |
 GPK (FoodTech) | Ex-Dividend | Jun 13, 2025 | $0.11 |
 ULVR.L (FoodTech) | Pay Day | Jun 13, 2025 | $0.52 |
 TXT (DroneTech) | Ex-Dividend | Jun 13, 2025 | $0.02 |
 KBR (DroneTech) | Ex-Dividend | Jun 13, 2025 | $0.16 |
 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 |
 DUK (RenewableEnergy) | Pay Day | Jun 16, 2025 | $1.04 |
 NEE (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.57 |
 ED (RenewableEnergy) | Pay Day | Jun 16, 2025 | $0.85 |
META (Buybacks) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (Buybacks) | Pay Day | Jun 16, 2025 | $0.21 |
 MRK (Cancer-Med) | Ex-Dividend | Jun 16, 2025 | $0.81 |
META (AI-Revolution) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 BALL (FoodTech) | Pay Day | Jun 16, 2025 | $0.20 |
 DOV (FoodTech) | Pay Day | Jun 16, 2025 | $0.52 |
 CTVA (FoodTech) | Pay Day | Jun 16, 2025 | $0.17 |
 CW (DroneTech) | Ex-Dividend | Jun 16, 2025 | $0.24 |
 SWKS (Chip-Tech) | Pay Day | Jun 17, 2025 | $0.70 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
 VST (RenewableEnergy) | Ex-Dividend | Jun 18, 2025 | $0.22 |
 ADI (Chip-Tech) | Pay Day | Jun 18, 2025 | $0.99 |
 KLIC (Chip-Tech) | Ex-Dividend | Jun 18, 2025 | $0.20 |
 CRM (Buybacks) | Ex-Dividend | Jun 18, 2025 | $0.42 |
CRM (AI-Revolution) | Ex-Dividend | Jun 18, 2025 | $0.42 |
NOC (DroneTech) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DroneTech) | Pay Day | Jun 18, 2025 | $1.20 |
 AVGO (Chip-Tech) | Ex-Dividend | Jun 20, 2025 | $0.59 |
AVGO (AI-Revolution) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 IFF (FoodTech) | Ex-Dividend | Jun 20, 2025 | $0.40 |
 BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
 0916.HK (RenewableEnergy) | Ex-Dividend | Jun 23, 2025 | $0.03 |
 JNPR (CyberSecurity) | Pay Day | Jun 23, 2025 | $0.22 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (DroneTech) | Pay Day | Jun 25, 2025 | $0.56 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (Chip-Tech) | Pay Day | Jun 26, 2025 | $0.89 |
META (Buybacks) | Pay Day | Jun 26, 2025 | $0.52 |
META (AI-Revolution) | Pay Day | Jun 26, 2025 | $0.52 |
CP | Ex-Dividend | Jun 27, 2025 | $0.16 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GILD (Cancer-Med) | Pay Day | Jun 27, 2025 | $0.79 |
SEE (FoodTech) | Pay Day | Jun 27, 2025 | $0.20 |
LMT (DroneTech) | Pay Day | Jun 27, 2025 | $3.30 |
ALLE | Pay Day | Jun 30, 2025 | $0.51 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
PEG (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.63 |
VST (RenewableEnergy) | Pay Day | Jun 30, 2025 | $0.22 |
AVGO (Chip-Tech) | Pay Day | Jun 30, 2025 | $0.59 |
 BKNG (Buybacks) | Pay Day | Jun 30, 2025 | $9.60 |
BDX (Cancer-Med) | Pay Day | Jun 30, 2025 | $1.04 |
AVGO (AI-Revolution) | Pay Day | Jun 30, 2025 | $0.59 |
 FMC (FoodTech) | Ex-Dividend | Jun 30, 2025 | $0.58 |
 COLD (FoodTech) | Ex-Dividend | Jun 30, 2025 | $0.23 |
 NTR (FoodTech) | Ex-Dividend | Jun 30, 2025 | $0.55 |
 MCK (Buybacks) | Pay Day | Jul 1, 2025 | $0.71 |
 INGR (FoodTech) | Ex-Dividend | Jul 1, 2025 | $0.80 |
TXT (DroneTech) | Pay Day | Jul 1, 2025 | $0.02 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Chip-Tech) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Buybacks) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 GD (DroneTech) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
IBE.MC (RenewableEnergy) | Ex-Dividend | Jul 4, 2025 | $0.46 |
GPK (FoodTech) | Pay Day | Jul 5, 2025 | $0.11 |
CW (DroneTech) | Pay Day | Jul 7, 2025 | $0.24 |
KLIC (Chip-Tech) | Pay Day | Jul 8, 2025 | $0.20 |
MRK (Cancer-Med) | Pay Day | Jul 8, 2025 | $0.81 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (Chip-Tech) | Pay Day | Jul 10, 2025 | $0.68 |
CRM (Buybacks) | Pay Day | Jul 10, 2025 | $0.42 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
CRM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.42 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
IFF (FoodTech) | Pay Day | Jul 11, 2025 | $0.40 |
TMO (Buybacks) | Pay Day | Jul 15, 2025 | $0.43 |
COLD (FoodTech) | Pay Day | Jul 15, 2025 | $0.23 |
KBR (DroneTech) | Pay Day | Jul 15, 2025 | $0.16 |
FMC (FoodTech) | Pay Day | Jul 17, 2025 | $0.58 |
NTR (FoodTech) | Pay Day | Jul 18, 2025 | $0.55 |
INGR (FoodTech) | Pay Day | Jul 22, 2025 | $0.80 |
CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
 SSE.L (RenewableEnergy) | Ex-Dividend | Jul 24, 2025 | $0.58 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (RenewableEnergy) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
GD (DroneTech) | Pay Day | Aug 8, 2025 | $1.50 |
0916.HK (RenewableEnergy) | Pay Day | Aug 15, 2025 | $0.03 |
 BG (FoodTech) | Ex-Dividend | Aug 19, 2025 | $0.70 |
BG (FoodTech) | Pay Day | Sep 2, 2025 | $0.70 |
SSE.L (RenewableEnergy) | Pay Day | Sep 18, 2025 | $0.58 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.56
-0.56
-1
1
2
3
3
Jensen's Alpha
-15.42
-15.42
-16
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.78
-0.78
-1
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
-0.44
-0.44
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.56
-0.56
-1
1
2
3
3
Jensen's Alpha
-15.42
-15.42
-16
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.78
-0.78
-1
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.96
High:
SRAIL.ZU
53.98SRAIL.ZULow:
SEDG
-0.6SEDGDetails
PEG Ratio
230.48
High:
CP
499.05CPLow:
03690.HK
12.5603690.HKDetails
Price/Book
1.21
High:
ALLE
7.45ALLELow:
0390.HK
0.280390.HKDetails
Price/Sales
0.66
High:CP
6.48CPLow:0390.HK
0.070390.HKDetails
Price/CF
13.55
High:SEDG
103.23SEDGLow:0390.HK
6.440390.HKDetails
Price/FCF
32.82
High:SEDG
476.9SEDGLow:0390.HK
10.060390.HKDetails
P/E Ratio
14.96
High:SRAIL.ZU
53.98SRAIL.ZULow:SEDG
-0.6SEDGDetails
PEG Ratio
230.48
High:CP
499.05CPLow:03690.HK
12.5603690.HKDetails
Price/Book
1.21
High:ALLE
7.45ALLELow:0390.HK
0.280390.HKDetails
Price/Sales
0.66
High:CP
6.48CPLow:0390.HK
0.070390.HKDetails
Price/CF
13.55
High:SEDG
103.23SEDGLow:0390.HK
6.440390.HKDetails
Price/FCF
32.82
High:SEDG
476.9SEDGLow:0390.HK
10.060390.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.4% | Sep 2021 | - | 46 |
-0.77% | Jul 2021 | Aug 2021 | 1 |
-0.38% | May 2021 | Jun 2021 | 1 |