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-0.16%
Today
+2.67%
This Month
+5.85%
Year To Date
+19.82%
2 Years
+19.82%
5 Years
+27.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs35.83%
- 💻 Electronic Technology12.75%
- 👥 Copy Trading10.68%
- 🍞 Consumer Non Durables7.52%
- 💰 Finance7.45%
- 🚗 Consumer Durables6.92%
- 💇♀️ Consumer Services6.55%
- 🧬 Health Technology4.77%
- 🛍️ Retail Trade2.46%
- 🏭 Industrial Services1.7%
- 🖥️ Technology Services0.97%
- 🧪 Process Industries0.77%
- 💼 Commercial Services0.56%
- 🏥 Health Services0.52%
- 💵 Cash0.2%
- 🚚 Transportation0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.15%
- 🇺🇸 Nasdaq23.98%
- 🇬🇧 LSE4.71%
- 🇨🇭 SIX2.85%
- 🇺🇸 Chicago Board Options Exchange2.46%
- 🇪🇸 Bolsa De Madrid0.56%
- 🇩🇪 FRA0.52%
- 🇩🇰 Copenhagen Stock Exchange0.23%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇦🇪 Dubai Financial Market0.19%
- 🇫🇷 Euronext Paris0.17%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.95%
- 🇳🇱 Netherlands3.7%
- 🇮🇹 Italy3.25%
- 🇨🇭 Switzerland2.85%
- 🇮🇳 India0.97%
- 🇬🇧 United Kingdom0.77%
- 🇹🇼 Taiwan0.68%
- 🇪🇸 Spain0.56%
- 🇩🇪 Germany0.52%
- 🇨🇦 Canada0.26%
- 🇩🇰 Denmark0.23%
- 🇨🇳 China0.22%
- 🇯🇵 Japan0.19%
- 🇫🇷 France0.17%
- 🇸🇪 Sweden0.13%
- 🇳🇴 Norway0.12%
- 🇮🇱 Israel0.11%
- 🇱🇺 Luxembourg0.06%
- 🇫🇮 Finland0.06%
- 🇰🇷 South Korea0.05%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.25%
41 out of 51 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $SLHN.ZU (4.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.15% | 1.4% | - |
 SPY | 0.12% | 1.21% | - |
 VWO | 0.12% | 3.02% | - |
 PEP | 0.07% | 4.3% | $5.15 |
 PG | 0.07% | 2.57% | $3.83 |
 MCD | 0.06% | 2.46% | $6.53 |
 KO | 0.05% | 2.87% | $1.89 |
 SLHN.ZU | 0.05% | 4.37% | $33 |
 ROG.ZU | 0.04% | 3.74% | $9.6 |
 XLE | 0.04% | 3.5% | - |
 XLU | 0.03% | 2.78% | - |
 NKE | 0.03% | 2.6% | $1.45 |
 BLK | 0.03% | 2.04% | $20.2 |
 VIG | 0.03% | 1.79% | - |
 ASML | 0.03% | 0.73% | $5.57 |
 JNJ | 0.02% | 3.3% | $4.81 |
 RSP | 0.02% | 1.59% | - |
 WM | 0.02% | 1.37% | $2.9 |
 INFY | 0.02% | 2.33% | $0.39 |
 RACE | 0.02% | 0.68% | $2.64 |
 LLY | 0.02% | 0.73% | $4.86 |
 XLV | 0.02% | 1.76% | - |
 INTC | 0.02% | 2.26% | $0.5 |
 JPM | 0.02% | 1.87% | $4.4 |
 QQQ | 0.02% | 0.58% | - |
 UNH | 0.01% | 2.83% | $7.74 |
 WMT | 0.01% | 0.97% | $0.81 |
 DPZ | 0.01% | 1.44% | $5.44 |
 LIN | 0.01% | 1.25% | $5.33 |
 LEN.B | 0.01% | 1.92% | $1.75 |
 HD | 0.01% | 2.52% | $8.52 |
 QCOM | 0.01% | 2.22% | $3.25 |
 AAPL | 0.01% | 0.5% | $0.97 |
 RGA | 0.01% | 1.82% | $3.4 |
 DHI | 0.01% | 1.18% | $1.15 |
 BKNG | 0.01% | 0.67% | $17.5 |
 KLAC | 0.01% | 0.76% | $5.65 |
 COST | 0% | 0.48% | $19.22 |
 PHM | 0% | 0.83% | $0.76 |
 HEI | 0% | 0.07% | $0.2 |
 XBI | 0% | 0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
 META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
HEI | Ex-Dividend | Jul 1, 2025 | $0.12 |
PHM | Pay Day | Jul 2, 2025 | $0.22 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
HEI | Pay Day | Jul 15, 2025 | $0.12 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.4/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
2.62
2.62
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
4.62
4.62
0
0.3
0.6
5
5
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
1.06
1.06
0
0.5
1
2
2
Sortino Ratio
2.32
2.32
0
1
2
3
3
Jensen's Alpha
2.62
2.62
-2
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.23
1.23
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
4.62
4.62
0
0.3
0.6
5
5
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.92
High:
TSLA
187.24TSLALow:
BA
-11.2BADetails
PEG Ratio
730.42
High:
KO
10,028.54KOLow:
UAL
20.03UALDetails
Price/Book
5.51
High:
LLY
46.79LLYLow:
MCD
-60.34MCDDetails
Price/Sales
4.16
High:LLY
14.3LLYLow:UAL
0.46UALDetails
Price/CF
30.63
High:KO
282.33KOLow:UAL
2.23UALDetails
Price/FCF
66.72
High:
PEP
5,253.35PEPLow:
RGA
2.73RGADetails
P/E Ratio
28.92
High:TSLA
187.24TSLALow:BA
-11.2BADetails
PEG Ratio
730.42
High:KO
10,028.54KOLow:UAL
20.03UALDetails
Price/Book
5.51
High:LLY
46.79LLYLow:MCD
-60.34MCDDetails
Price/Sales
4.16
High:LLY
14.3LLYLow:UAL
0.46UALDetails
Price/CF
30.63
High:KO
282.33KOLow:UAL
2.23UALDetails
Price/FCF
66.72
High:PEP
5,253.35PEPLow:RGA
2.73RGADetails
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 |
-0.41% | Jul 2024 | Aug 2024 | 1 |