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-0.57%
Today
+15.96%
This Month
-5.59%
Year To Date
+98.21%
2 Years
+803.07%
5 Years
+30.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies56%
- 👥 Copy Trading32.94%
- 💵 Cash8.19%
- 📊 ETFs4.19%
- 💰 Finance1.76%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency56.81%
- 🇬🇧 LSE12.64%
- 🇺🇸 Nasdaq4.4%
- 🇺🇸 Chicago Board Options Exchange4.35%
- 🇺🇸 NYSE1.85%
- 🇨🇭 SIX0.39%
- 🇩🇪 FRA0.35%
- 🇪🇸 Bolsa De Madrid0.35%
- 🇩🇰 Copenhagen Stock Exchange0.15%
- 🇦🇪 Dubai Financial Market0.12%
- 🇭🇰 Hong Kong Exchanges0.12%
- 🇫🇷 Euronext Paris0.12%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States5.1%
- 🇨🇭 Switzerland0.39%
- 🇹🇼 Taiwan0.39%
- 🇩🇪 Germany0.35%
- 🇪🇸 Spain0.35%
- 🇯🇵 Japan0.22%
- 🇳🇱 Netherlands0.18%
- 🇩🇰 Denmark0.15%
- 🇨🇦 Canada0.15%
- 🇨🇳 China0.14%
- 🇫🇷 France0.12%
- 🇸🇪 Sweden0.09%
- 🇳🇴 Norway0.08%
- 🇮🇱 Israel0.07%
- 🇱🇺 Luxembourg0.04%
- 🇫🇮 Finland0.04%
- 🇰🇷 South Korea0.03%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.1%
1 out of 13 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.1% | 1.52% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
 WY (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $0.21 |
 0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 B (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $0.10 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $3.30 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Jun 2, 2025 | $2.31 |
 EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Jun 5, 2025 | $5.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 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 |
WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
 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 |
NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.7/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
32.58
32.58
-2
0
2
33
33
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
32.58
32.58
-2
0
2
33
33
Omega Ratio
1.55
1.55
0
1
1.5
2.5
2.5
Treynor Ratio
2.41
2.41
0
0.75
1.25
3
3
Information Ratio
0.52
0.52
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
49.92
High:
COIN
49.92COINLow:COIN
49.92COINDetails
PEG Ratio
980.23
High:COIN
980.23COINLow:COIN
980.23COINDetails
Price/Book
6.48
High:COIN
6.48COINLow:COIN
6.48COINDetails
Price/Sales
10.45
High:COIN
10.45COINLow:COIN
10.45COINDetails
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
49.92
High:COIN
49.92COINLow:COIN
49.92COINDetails
PEG Ratio
980.23
High:COIN
980.23COINLow:COIN
980.23COINDetails
Price/Book
6.48
High:COIN
6.48COINLow:COIN
6.48COINDetails
Price/Sales
10.45
High:COIN
10.45COINLow:COIN
10.45COINDetails
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 | - | 4 |
-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 |