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+1.43%
This Month
+15.58%
Year To Date
+61.16%
2 Years
+62.48%
5 Years
+62.48%
10 Years
+11.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading100%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.6%
- 🇺🇸 NYSE29.67%
- 🇨🇭 SIX1.81%
- 🇬🇧 LSE1.66%
- 🇳🇱 Euronext Amsterdam1.17%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇫🇷 Euronext Paris0.69%
- 🇩🇪 FRA0.66%
- 🇸🇪 Stockholm Stock Exchange0.55%
- 🇦🇪 Dubai Financial Market0.53%
- 🇺🇸 Chicago Board Options Exchange0.41%
- 🇳🇴 Oslo Stock Exchange0.33%
- 🇫🇮 Helsinki Stock Exchange0.24%
- Regular Trading Hours - RTH0.16%
- Tokyo Stock Exchange0.13%
- 🇮🇹 Borsa Italiana0.12%
- 🇭🇰 Hong Kong Exchanges0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States75.23%
- 🇹🇼 Taiwan3.83%
- 🇳🇱 Netherlands2.77%
- 🇨🇭 Switzerland1.81%
- 🇨🇦 Canada1.32%
- 🇩🇰 Denmark0.69%
- 🇫🇷 France0.69%
- 🇩🇪 Germany0.66%
- 🇸🇪 Sweden0.55%
- 🇰🇷 South Korea0.52%
- 🇨🇳 China0.39%
- 🇬🇧 United Kingdom0.37%
- 🇳🇴 Norway0.33%
- 🇫🇮 Finland0.24%
- 🇱🇺 Luxembourg0.14%
- 🇧🇷 Brazil0.14%
- 🇮🇹 Italy0.12%
- 🇰🇾 Cayman Islands0.1%
- 🇮🇱 Israel0.08%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.62%
4 out of 4 instruments pay dividend.
25 dividend payments in the next 30 days.
Highest Dividend: CPHequities (1.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.29% | 0.84% | - |
 thomaspj | 0.26% | 0.57% | - |
 CPHequities | 0.04% | 1.25% | - |
 BigTech | 0.03% | 0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
META (BigTech) | Pay Day | Jun 25, 2026 | $0.53 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
 NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
 RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
NVDA (BigTech) | Pay Day | Jun 26, 2026 | $0.25 |
 BAC (thomaspj) | Pay Day | Jun 26, 2026 | $0.28 |
NVDA (thomaspj) | Pay Day | Jun 26, 2026 | $0.25 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
GS (thomaspj) | Pay Day | Jun 29, 2026 | $4.50 |
 ROST (CPHequities) | Pay Day | Jun 30, 2026 | $0.45 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
 VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 CAH (CPHequities) | Ex-Dividend | Jul 1, 2026 | $0.52 |
 NJR (CPHequities) | Pay Day | Jul 1, 2026 | $0.47 |
 CRM (BigTech) | Pay Day | Jul 2, 2026 | $0.44 |
 CSCO (CPHequities) | Ex-Dividend | Jul 6, 2026 | $0.42 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
JPM (thomaspj) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 BNS (CPHequities) | Ex-Dividend | Jul 7, 2026 | $0.82 |
 LRCX (CPHequities) | Pay Day | Jul 8, 2026 | $0.26 |
LRCX (BigTech) | Pay Day | Jul 8, 2026 | $0.26 |
 TSM (CPHequities) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (BigTech) | Pay Day | Jul 9, 2026 | $0.95 |
 TD (CPHequities) | Ex-Dividend | Jul 10, 2026 | $0.81 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
 BABA (BigTech) | Pay Day | Jul 13, 2026 | $1.05 |
CAH (CPHequities) | Pay Day | Jul 15, 2026 | $0.52 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
CSCO (CPHequities) | Pay Day | Jul 22, 2026 | $0.42 |
BNS (CPHequities) | Pay Day | Jul 29, 2026 | $0.82 |
TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 4.8/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
0.85
0.85
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.64% | Apr 2022 | Mar 2024 | 23 |
-14.71% | Apr 2024 | May 2025 | 13 |
-2.5% | Nov 2025 | Jan 2026 | 2 |
-1.05% | Feb 2026 | Mar 2026 | 1 |
-0.35% | Feb 2022 | Mar 2022 | 1 |