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+0.32%
Today
+15.53%
This Month
+10.71%
Year To Date
+118.92%
2 Years
+766.87%
5 Years
+32.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies58.31%
- 👥 Copy Trading33.44%
- 📊 ETFs4.83%
- 💰 Finance2.44%
- 💵 Cash0.98%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency59.18%
- 🇬🇧 LSE11.36%
- 🇺🇸 Nasdaq6.63%
- 🇺🇸 Chicago Board Options Exchange4.97%
- 🇺🇸 NYSE3.1%
- 🇨🇭 SIX0.37%
- 🇩🇪 FRA0.3%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇦🇪 Dubai Financial Market0.11%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🇫🇷 Euronext Paris0.1%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.07%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.97%
- 🇬🇧 United Kingdom0.49%
- 🇹🇼 Taiwan0.39%
- 🇨🇭 Switzerland0.37%
- 🇩🇪 Germany0.3%
- 🇪🇸 Spain0.28%
- 🇨🇦 Canada0.14%
- 🇩🇰 Denmark0.13%
- 🇨🇳 China0.12%
- 🇫🇷 France0.1%
- 🇸🇪 Sweden0.07%
- 🇳🇴 Norway0.07%
- 🇳🇱 Netherlands0.06%
- 🇮🇱 Israel0.05%
- 🇱🇺 Luxembourg0.04%
- 🇫🇮 Finland0.03%
- 🇰🇷 South Korea0.03%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.11%
2 out of 15 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.08% | 1.4% | - |
 thomaspj | 0.03% | 0.7% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (JeppeKirkBonde) | Pay Day | Jul 22, 2025 | $0.12 |
 GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML (JeppeKirkBonde) | Pay Day | Aug 6, 2025 | $1.86 |
 EQT (JeppeKirkBonde) | Ex-Dividend | Aug 6, 2025 | $0.16 |
 AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 6.7/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
32.05
32.05
-2
0
2
33
33
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.65
0.65
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
32.05
32.05
-2
0
2
33
33
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.48
2.48
0
0.75
1.25
3
3
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
78.67
High:
COIN
78.67COINLow:COIN
78.67COINDetails
PEG Ratio
1,544.76
High:COIN
1,544.76COINLow:COIN
1,544.76COINDetails
Price/Book
10.21
High:COIN
10.21COINLow:COIN
10.21COINDetails
Price/Sales
16.47
High:COIN
16.47COINLow:COIN
16.47COINDetails
Price/CF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
Price/FCF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
P/E Ratio
78.67
High:COIN
78.67COINLow:COIN
78.67COINDetails
PEG Ratio
1,544.76
High:COIN
1,544.76COINLow:COIN
1,544.76COINDetails
Price/Book
10.21
High:COIN
10.21COINLow:COIN
10.21COINDetails
Price/Sales
16.47
High:COIN
16.47COINLow:COIN
16.47COINDetails
Price/CF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
Price/FCF
14.39
High:COIN
14.39COINLow:COIN
14.39COINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.98% | Jan 2018 | Feb 2021 | 37 |
-48.38% | Dec 2021 | Feb 2024 | 26 |
-27.34% | Feb 2025 | Jul 2025 | 5 |
-20.99% | Apr 2024 | Nov 2024 | 7 |
-10.32% | Sep 2017 | Nov 2017 | 2 |
-5.86% | Dec 2024 | Jan 2025 | 1 |
-5.47% | May 2021 | Aug 2021 | 3 |
-4.63% | Sep 2021 | Oct 2021 | 1 |