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+1.71%
This Month
+4.14%
Year To Date
+32.19%
2 Years
+21.74%
5 Years
+132.24%
10 Years
+13.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading80.09%
- 💵 Cash11.29%
- 💰 Finance8.14%
- 🚗 Consumer Durables3.29%
- 🖥️ Technology Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.3%
- 🇺🇸 NYSE24.35%
- 🇮🇹 Borsa Italiana8.14%
- 🇩🇪 FRA4.64%
- 🇨🇭 SIX3.34%
- 🇬🇧 LSE2.88%
- 🇳🇱 Euronext Amsterdam1.69%
- 🇫🇷 Euronext Paris1.16%
- 🇩🇰 Copenhagen Stock Exchange1.11%
- 🇸🇪 Stockholm Stock Exchange1.02%
- 🇦🇪 Dubai Financial Market1.01%
- 🇭🇰 Hong Kong Exchanges0.87%
- 🇺🇸 Chicago Board Options Exchange0.81%
- 🇳🇴 Oslo Stock Exchange0.74%
- 🇪🇸 Bolsa De Madrid0.57%
- 🇫🇮 Helsinki Stock Exchange0.36%
- Regular Trading Hours - RTH0.28%
- 🌍 Digital Currency0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.51%
- 🇮🇹 Italy8.14%
- 🇹🇼 Taiwan5.77%
- 🇩🇪 Germany4.64%
- 🇨🇭 Switzerland3.34%
- 🇳🇱 Netherlands2.76%
- 🇨🇦 Canada2.27%
- 🇫🇷 France1.16%
- 🇩🇰 Denmark1.11%
- 🇸🇪 Sweden1.02%
- 🇬🇧 United Kingdom0.97%
- 🇨🇳 China0.95%
- 🇰🇷 South Korea0.87%
- 🇳🇴 Norway0.74%
- 🇪🇸 Spain0.57%
- 🇱🇺 Luxembourg0.4%
- 🇫🇮 Finland0.36%
- 🇧🇷 Brazil0.29%
- 🇮🇪 Ireland0.17%
- 🇮🇱 Israel0.16%
- 🇭🇰 Hong Kong0.11%
- 🇸🇬 Singapore0.04%
- 🇺🇾 Uruguay0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.28%
5 out of 6 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.56% | 0.9% | - |
 AZM.MI | 0.44% | 5.38% | $0.99 |
 VOW3.DE | 0.24% | 7.23% | $9.06 |
 oceantan007 | 0.02% | 0.26% | - |
 pinuccio64 | 0.02% | 0.22% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (JeppeKirkBonde) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (oceantan007) | Ex-Dividend | May 11, 2026 | $0.27 |
AAPL (JeppeKirkBonde) | Pay Day | May 14, 2026 | $0.27 |
AAPL (oceantan007) | Pay Day | May 14, 2026 | $0.27 |
 CEG (JeppeKirkBonde) | Ex-Dividend | May 15, 2026 | $0.43 |
 XOM (oceantan007) | Ex-Dividend | May 15, 2026 | $1.03 |
 0700.HK (oceantan007) | Ex-Dividend | May 15, 2026 | $0.68 |
AZM.MI | Ex-Dividend | May 18, 2026 | $2.32 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
 AGRO (JeppeKirkBonde) | Pay Day | May 19, 2026 | $0.12 |
 CVX.US (oceantan007) | Ex-Dividend | May 19, 2026 | $1.78 |
AZM.MI | Pay Day | May 20, 2026 | $2.32 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (oceantan007) | Ex-Dividend | May 21, 2026 | $0.91 |
 SWKS (oceantan007) | Ex-Dividend | May 26, 2026 | $0.71 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
 D (JeppeKirkBonde) | Ex-Dividend | May 29, 2026 | $0.67 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
0700.HK (oceantan007) | Pay Day | Jun 1, 2026 | $0.68 |
 QCOM (oceantan007) | Ex-Dividend | Jun 4, 2026 | $0.92 |
CEG (JeppeKirkBonde) | Pay Day | Jun 5, 2026 | $0.43 |
 WDC (oceantan007) | Ex-Dividend | Jun 5, 2026 | $0.15 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
CVX.US (oceantan007) | Pay Day | Jun 10, 2026 | $1.78 |
XOM (oceantan007) | Pay Day | Jun 10, 2026 | $1.03 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (oceantan007) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (oceantan007) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 00175.HK (oceantan007) | Ex-Dividend | Jun 12, 2026 | $0.06 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
SWKS (oceantan007) | Pay Day | Jun 16, 2026 | $0.71 |
WDC (oceantan007) | Pay Day | Jun 17, 2026 | $0.15 |
D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
 STX.US (oceantan007) | Ex-Dividend | Jun 24, 2026 | $0.74 |
QCOM (oceantan007) | Pay Day | Jun 25, 2026 | $0.92 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 DIS (pinuccio64) | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS (oceantan007) | Ex-Dividend | Jun 30, 2026 | $0.75 |
STX.US (oceantan007) | Pay Day | Jul 7, 2026 | $0.74 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (oceantan007) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (pinuccio64) | Pay Day | Jul 22, 2026 | $0.75 |
DIS (oceantan007) | Pay Day | Jul 22, 2026 | $0.75 |
00175.HK (oceantan007) | Pay Day | Jul 30, 2026 | $0.06 |
Performance Metrics
Score 5/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Calmar Ratio
0.38
0.38
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
7.72
High:AZM.MI
10.06AZM.MILow:
03690.HK
-19.5903690.HKDetails
PEG Ratio
N/A
Details
Price/Book
0.32
High:03690.HK
303690.HKLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
0.18
High:AZM.MI
3.68AZM.MILow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
2.95
High:03690.HK
64.3903690.HKLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
23.12
High:03690.HK
387.8103690.HKLow:AZM.MI
9.5AZM.MIDetails
P/E Ratio
7.72
High:AZM.MI
10.06AZM.MILow:03690.HK
-19.5903690.HKDetails
PEG Ratio
N/A
Details
Price/Book
0.32
High:03690.HK
303690.HKLow:VOW3.DE
0.25VOW3.DEDetails
Price/Sales
0.18
High:AZM.MI
3.68AZM.MILow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
2.95
High:03690.HK
64.3903690.HKLow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
23.12
High:03690.HK
387.8103690.HKLow:AZM.MI
9.5AZM.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.56% | Nov 2021 | Jun 2025 | 43 |
-17.68% | Feb 2020 | Jul 2020 | 5 |
-6.81% | Sep 2020 | Nov 2020 | 2 |
-5.58% | Mar 2026 | May 2026 | 2 |
-4.53% | May 2019 | Jun 2019 | 1 |
-3.59% | Sep 2021 | Oct 2021 | 1 |
-1.69% | Jun 2021 | Aug 2021 | 2 |
-1.41% | Aug 2019 | Oct 2019 | 2 |
-0.55% | Apr 2021 | May 2021 | 1 |