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+0.16%
This Month
+18.14%
Year To Date
+33.73%
2 Years
+33.73%
5 Years
+33.73%
10 Years
+26.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.31%
- 💻 Electronic Technology12.88%
- 👥 Copy Trading11.66%
- 🍞 Consumer Non Durables8.09%
- 💰 Finance7.82%
- 💇♀️ Consumer Services6.85%
- 🚗 Consumer Durables6.75%
- 🧬 Health Technology4.11%
- 🏥 Health Services2.33%
- 🛍️ Retail Trade2.31%
- 🏭 Industrial Services1.43%
- 🖥️ Technology Services0.85%
- 🪙 Cryptocurrencies0.5%
- 🚚 Transportation0.07%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE62.25%
- 🇺🇸 Nasdaq25.58%
- 🇬🇧 LSE5.09%
- 🇺🇸 Chicago Board Options Exchange2.55%
- 🇨🇭 SIX1.69%
- 🌍 Digital Currency0.5%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇩🇪 FRA0.39%
- 🇳🇱 Euronext Amsterdam0.26%
- 🇦🇪 Dubai Financial Market0.24%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇫🇷 Euronext Paris0.2%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇭🇰 Hong Kong Exchanges0.17%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.31%
- 🇳🇱 Netherlands4.76%
- 🇮🇹 Italy2.41%
- 🇨🇭 Switzerland1.69%
- 🇹🇼 Taiwan0.87%
- 🇮🇳 India0.85%
- 🇨🇦 Canada0.47%
- 🇪🇸 Spain0.41%
- 🇩🇪 Germany0.39%
- 🇩🇰 Denmark0.22%
- 🇨🇳 China0.2%
- 🇫🇷 France0.2%
- 🇸🇪 Sweden0.2%
- 🇳🇴 Norway0.12%
- 🇰🇷 South Korea0.07%
- 🇫🇮 Finland0.07%
- 🇮🇱 Israel0.06%
- 🇱🇺 Luxembourg0.05%
- 🇧🇷 Brazil0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.76%
25 out of 45 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $SLHN.ZU (4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.12% | 1% | - |
 PG | 0.1% | 2.91% | $3.83 |
 PEP | 0.07% | 3.88% | $5.15 |
 UNH | 0.06% | 2.64% | $7.74 |
 MCD | 0.06% | 2.3% | $6.53 |
 KO | 0.04% | 2.91% | $1.89 |
 SLHN.ZU | 0.04% | 4% | $33 |
 NKE | 0.03% | 2.44% | $1.45 |
 BLK | 0.03% | 1.94% | $20.2 |
 ASML | 0.02% | 0.57% | $5.57 |
 JNJ | 0.02% | 2.55% | $4.81 |
 WM | 0.02% | 1.55% | $2.9 |
 RACE | 0.02% | 0.89% | $2.64 |
 INFY | 0.02% | 2.43% | $0.39 |
 LLY | 0.02% | 0.59% | $4.86 |
 JPM | 0.02% | 1.76% | $4.4 |
 DPZ | 0.01% | 1.67% | $5.44 |
 WMT | 0.01% | 0.82% | $0.81 |
 LEN.B | 0.01% | 1.71% | $1.75 |
 HD | 0.01% | 2.59% | $8.52 |
 AAPL | 0.01% | 0.37% | $0.97 |
 DHI | 0.01% | 1.04% | $1.15 |
 BKNG | 0.01% | 0.74% | $17.5 |
 COST | 0% | 0.57% | $19.22 |
 PHM | 0% | 0.72% | $0.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
 MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
DPZ | Ex-Dividend | Dec 15, 2025 | $1.74 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
DPZ | Pay Day | Dec 26, 2025 | $1.74 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.1/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
1.62
1.62
0
0.5
1
2
2
Sortino Ratio
3.82
3.82
0
1
2
4
4
Jensen's Alpha
3.27
3.27
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
6.03
6.03
0
0.3
0.6
7
7
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
1.62
1.62
0
0.5
1
2
2
Sortino Ratio
3.82
3.82
0
1
2
4
4
Jensen's Alpha
3.27
3.27
-2
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
6.03
6.03
0
0.3
0.6
7
7
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.41
High:
INTC
3,906.6INTCLow:
BA
-14.75BADetails
PEG Ratio
513.37
High:INTC
3,891.92INTCLow:
JNJ
27.42JNJDetails
Price/Book
5.81
High:
AAPL
55.86AAPLLow:
MCD
-102.46MCDDetails
Price/Sales
4.52
High:
TSLA
16.78TSLALow:
UAL
0.59UALDetails
Price/CF
31.26
High:TSLA
99.57TSLALow:UAL
3.37UALDetails
Price/FCF
65
High:
PEP
5,253.35PEPLow:UAL
8.5UALDetails
P/E Ratio
33.41
High:INTC
3,906.6INTCLow:BA
-14.75BADetails
PEG Ratio
513.37
High:INTC
3,891.92INTCLow:JNJ
27.42JNJDetails
Price/Book
5.81
High:AAPL
55.86AAPLLow:MCD
-102.46MCDDetails
Price/Sales
4.52
High:TSLA
16.78TSLALow:UAL
0.59UALDetails
Price/CF
31.26
High:TSLA
99.57TSLALow:UAL
3.37UALDetails
Price/FCF
65
High:PEP
5,253.35PEPLow:UAL
8.5UALDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.32% | Mar 2025 | May 2025 | 2 |
-1.73% | Dec 2024 | Jan 2025 | 1 |
-1.24% | Oct 2024 | Nov 2024 | 1 |
-0.85% | Jul 2025 | Aug 2025 | 1 |
-0.41% | Jul 2024 | Aug 2024 | 1 |