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+0.31%
This Month
+6.98%
Year To Date
+52.12%
2 Years
+23.79%
5 Years
+514.29%
10 Years
+20.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.49%
- 🖥️ Technology Services16.87%
- 💻 Electronic Technology11.83%
- 🛍️ Retail Trade11.79%
- 💵 Cash4.84%
- 💼 Commercial Services3.24%
- 📊 ETFs1.86%
- 🪙 Cryptocurrencies1.38%
- 🚗 Consumer Durables1.24%
- 💇♀️ Consumer Services0.69%
- 💰 Finance0.59%
- 🛠️ Producer Manufacturing0.5%
- ⛏️ Energy Minerals0.43%
- 🚚 Transportation0.32%
- 🏭 Industrial Services0.29%
- 🧬 Health Technology0.02%
- 📡 Communications0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.78%
- 🇬🇧 LSE20.03%
- 🇺🇸 NYSE14.49%
- 🌍 Digital Currency1.84%
- 🇭🇰 Hong Kong Exchanges1.75%
- 🇫🇷 Euronext Paris0.82%
- 🇸🇦 Tadawul0.43%
- 🇳🇱 Euronext Amsterdam0.35%
- 🇨🇭 SIX0.31%
- 🇸🇪 Stockholm Stock Exchange0.26%
- 🇪🇸 Bolsa De Madrid0.13%
- 🇩🇪 FRA0.13%
- 🇧🇪 Euronext Brussels0.11%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇦🇪 Dubai Financial Market0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
- 🇮🇹 Borsa Italiana0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.92%
- 🇨🇳 China7.07%
- 🇨🇦 Canada2.15%
- 🇫🇷 France0.82%
- 🇬🇧 United Kingdom0.49%
- 🇳🇱 Netherlands0.44%
- 🇸🇦 Saudi Arabia0.43%
- 🇹🇼 Taiwan0.38%
- 🇨🇭 Switzerland0.34%
- 🇸🇪 Sweden0.26%
- 🇮🇪 Ireland0.19%
- 🇪🇸 Spain0.13%
- 🇩🇪 Germany0.13%
- 🇧🇪 Belgium0.11%
- 🇩🇰 Denmark0.08%
- 🇳🇴 Norway0.04%
- 🇱🇺 Luxembourg0.04%
- 🇮🇱 Israel0.03%
- 🇵🇷 Puerto Rico0.02%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0.01%
- 🇺🇾 Uruguay0.01%
- 🇸🇬 Singapore0.01%
- 🇮🇹 Italy0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.38%
34 out of 72 instruments pay dividend.
47 dividend payments in the next 30 days.
Highest Dividend: $SAOC (6.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Private-Equity | 0.06% | 2.19% | - |
 JeppeKirkBonde | 0.05% | 1.45% | - |
 BABA | 0.04% | 0.76% | $0.98 |
 MSFT | 0.03% | 0.67% | $3 |
 SAOC | 0.03% | 6.74% | $1.87 |
 SBUX | 0.02% | 2.86% | $2.24 |
 BigTech | 0.02% | 0.33% | - |
 META | 0.02% | 0.27% | $1 |
 SPY | 0.01% | 1.16% | - |
 AAPL | 0.01% | 0.43% | $0.97 |
 WarrenBuffet-CF | 0.01% | 1.64% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 MidCapDiverse | 0.01% | 1.33% | - |
 BAM | 0.01% | 2.99% | $1.41 |
 VFH | 0.01% | 1.72% | - |
 BX | 0.01% | 2.51% | $3.36 |
 MRVL | 0.01% | 0.38% | $0.24 |
 DSY.PA | 0.01% | 0.97% | $0.23 |
 BESI.NV | 0% | 2.01% | $2.15 |
 DE | 0% | 1.37% | $5.76 |
 VTV | 0% | 2.19% | - |
 INTC | 0% | 0.51% | $0.5 |
 AI-Revolution | 0% | 0.22% | - |
 BWXT | 0% | 0.6% | $0.94 |
 FuturePayments | 0% | 0.56% | - |
 NVDA | 0% | 0.02% | $0.02 |
 MU | 0% | 0.35% | $0.46 |
 NVO | 0% | 2.23% | $0.98 |
 VRT | 0% | 0.12% | $0.06 |
 PWR | 0% | 0.11% | $0.35 |
 BLK | 0% | 1.89% | $20.2 |
 BA.L | 0% | 1.92% | $0.3 |
 CRM | 0% | 0.65% | $0.4 |
 SNREY | 0% | -6.58% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 CVX (WarrenBuffet-CF) | Pay Day | Sep 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Sep 10, 2025 | $0.24 |
 FIS (FuturePayments) | Ex-Dividend | Sep 10, 2025 | $0.40 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (AI-Revolution) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (AI-Revolution) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (BigTech) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Sep 12, 2025 | $0.97 |
 GPN (FuturePayments) | Ex-Dividend | Sep 12, 2025 | $0.25 |
 BFH (FuturePayments) | Pay Day | Sep 12, 2025 | $0.21 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 ALB (MidCapDiverse) | Ex-Dividend | Sep 12, 2025 | $0.40 |
 FBP (MidCapDiverse) | Pay Day | Sep 12, 2025 | $0.18 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
 STEP (Private-Equity) | Pay Day | Sep 15, 2025 | $0.28 |
GOOGL (AI-Revolution) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 UNH (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $1.74 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 JXN (MidCapDiverse) | Ex-Dividend | Sep 15, 2025 | $0.80 |
GOOGL (BigTech) | Pay Day | Sep 15, 2025 | $0.21 |
 ARES (Private-Equity) | Ex-Dividend | Sep 16, 2025 | $1.12 |
 TSM (AI-Revolution) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 WU (FuturePayments) | Ex-Dividend | Sep 16, 2025 | $0.24 |
TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 HLNE (Private-Equity) | Ex-Dividend | Sep 19, 2025 | $0.54 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 AVGO (AI-Revolution) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (BigTech) | Ex-Dividend | Sep 22, 2025 | $0.59 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
UNH (WarrenBuffet-CF) | Pay Day | Sep 23, 2025 | $2.21 |
BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
FIS (FuturePayments) | Pay Day | Sep 24, 2025 | $0.40 |
 LUV (MidCapDiverse) | Pay Day | Sep 24, 2025 | $0.18 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
JXN (MidCapDiverse) | Pay Day | Sep 25, 2025 | $0.80 |
 QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
 BAC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.28 |
 KHC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.40 |
GPN (FuturePayments) | Pay Day | Sep 26, 2025 | $0.25 |
 JKHY (FuturePayments) | Pay Day | Sep 26, 2025 | $0.58 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
BAM | Pay Day | Sep 29, 2025 | $0.44 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
 NOG (MidCapDiverse) | Ex-Dividend | Sep 29, 2025 | $0.45 |
DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
 DBRG (Private-Equity) | Ex-Dividend | Sep 30, 2025 | $0.01 |
ARES (Private-Equity) | Pay Day | Sep 30, 2025 | $1.12 |
AVGO (AI-Revolution) | Pay Day | Sep 30, 2025 | $0.59 |
 NUE (WarrenBuffet-CF) | Ex-Dividend | Sep 30, 2025 | $0.55 |
DPZ (WarrenBuffet-CF) | Pay Day | Sep 30, 2025 | $1.74 |
WU (FuturePayments) | Pay Day | Sep 30, 2025 | $0.24 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (BigTech) | Pay Day | Sep 30, 2025 | $0.59 |
PWR | Ex-Dividend | Oct 1, 2025 | $0.10 |
KO (WarrenBuffet-CF) | Pay Day | Oct 1, 2025 | $0.51 |
ALB (MidCapDiverse) | Pay Day | Oct 1, 2025 | $0.40 |
 STT (MidCapDiverse) | Ex-Dividend | Oct 1, 2025 | $0.84 |
 RF (MidCapDiverse) | Pay Day | Oct 1, 2025 | $0.26 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (AI-Revolution) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Oct 2, 2025 | $0.01 |
CB (WarrenBuffet-CF) | Pay Day | Oct 3, 2025 | $0.97 |
HLNE (Private-Equity) | Pay Day | Oct 6, 2025 | $0.54 |
TSM (AI-Revolution) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
PWR | Pay Day | Oct 10, 2025 | $0.10 |
STT (MidCapDiverse) | Pay Day | Oct 14, 2025 | $0.84 |
DBRG (Private-Equity) | Pay Day | Oct 15, 2025 | $0.01 |
OXY (WarrenBuffet-CF) | Pay Day | Oct 15, 2025 | $0.24 |
NOG (MidCapDiverse) | Pay Day | Oct 31, 2025 | $0.45 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
NUE (WarrenBuffet-CF) | Pay Day | Nov 10, 2025 | $0.55 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
EQT.ST (Private-Equity) | Pay Day | Dec 4, 2025 | $0.22 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 7.1/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
10.53
10.53
-2
0
2
11
11
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
10.53
10.53
-2
0
2
11
11
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.44
0.44
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
34
High:
FIG
290.21FIGLow:
MRVL
-505.92MRVLDetails
PEG Ratio
2,139.13
High:
BESI.NV
49,350.15BESI.NVLow:MRVL
-565.89MRVLDetails
Price/Book
10.69
High:
APP
145.13APPLow:
SBUX
-12.87SBUXDetails
Price/Sales
7.6
High:
RGTI
569.03RGTILow:
BZUN
0.17BZUNDetails
Price/CF
23.45
High:
BAM
93.89BAMLow:
MU
7.16MUDetails
Price/FCF
57.82
High:SBUX
1,256.06SBUXLow:
TKWY.NV
12.2TKWY.NVDetails
P/E Ratio
34
High:FIG
290.21FIGLow:MRVL
-505.92MRVLDetails
PEG Ratio
2,139.13
High:BESI.NV
49,350.15BESI.NVLow:MRVL
-565.89MRVLDetails
Price/Book
10.69
High:APP
145.13APPLow:SBUX
-12.87SBUXDetails
Price/Sales
7.6
High:RGTI
569.03RGTILow:BZUN
0.17BZUNDetails
Price/CF
23.45
High:BAM
93.89BAMLow:MU
7.16MUDetails
Price/FCF
57.82
High:SBUX
1,256.06SBUXLow:TKWY.NV
12.2TKWY.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.51% | Jul 2021 | Sep 2024 | 38 |
-18.62% | Sep 2018 | Apr 2019 | 7 |
-16.12% | Oct 2016 | Jan 2017 | 3 |
-11.55% | May 2019 | Jul 2019 | 2 |
-9.07% | Feb 2025 | Jul 2025 | 5 |
-7.75% | Mar 2018 | May 2018 | 2 |
-4.92% | Feb 2016 | May 2016 | 3 |
-4.14% | Jun 2016 | Jul 2016 | 1 |
-3.64% | Sep 2020 | Apr 2021 | 7 |
-3.02% | Sep 2017 | Oct 2017 | 1 |
-2.79% | May 2021 | Jun 2021 | 1 |
-1.08% | Oct 2024 | Nov 2024 | 1 |
-0.97% | Sep 2019 | Oct 2019 | 1 |
-0.81% | May 2020 | Jun 2020 | 1 |