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0%
Today
0%
This Month
+3.03%
Year To Date
+42.96%
2 Years
+8.67%
5 Years
-4.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.87%
- 🖥️ Technology Services15.16%
- 💵 Cash10.87%
- 🧬 Health Technology10.53%
- 💻 Electronic Technology10.39%
- 💰 Finance9.86%
- 🛍️ Retail Trade5.81%
- 🍞 Consumer Non Durables5%
- 👥 Copy Trading4.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.55%
- 🇺🇸 Nasdaq32.91%
- 🇫🇷 Euronext Paris5.12%
- 🇩🇰 Copenhagen Stock Exchange4.89%
- 🇬🇧 LSE4.75%
- 🇨🇭 SIX0.33%
- 🇪🇸 Bolsa De Madrid0.22%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇩🇪 FRA0.11%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🌍 Digital Currency0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.51%
- 🇹🇼 Taiwan5.32%
- 🇫🇷 France5.12%
- 🇩🇰 Denmark4.89%
- 🇨🇭 Switzerland0.33%
- 🇪🇸 Spain0.22%
- 🇯🇵 Japan0.13%
- 🇳🇱 Netherlands0.12%
- 🇩🇪 Germany0.11%
- 🇨🇦 Canada0.1%
- 🇨🇳 China0.08%
- 🇸🇪 Sweden0.07%
- 🇳🇴 Norway0.06%
- 🇱🇺 Luxembourg0.03%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.02%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.96%
14 out of 18 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IEMG (4.39%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 LLY | Ex-Dividend | Feb 14 | $1.50 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
 TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 2.7/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-9.62
-9.62
-10
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-9.62
-9.62
-10
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.22
0.22
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.98% | Feb 2018 | - | 84 |
-13.05% | Jun 2017 | Dec 2017 | 6 |