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-3.51%
This Month
+12.11%
Year To Date
+45.07%
2 Years
+29.36%
5 Years
+543.73%
10 Years
+20.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.26%
- 💵 Cash18.55%
- 💻 Electronic Technology14.34%
- 🖥️ Technology Services11.23%
- 🛍️ Retail Trade6.02%
- 💰 Finance1.97%
- 💼 Commercial Services1.53%
- 🪙 Cryptocurrencies0.93%
- 🛠️ Producer Manufacturing0.87%
- 🚚 Transportation0.84%
- 💇♀️ Consumer Services0.77%
- 📊 ETFs0.71%
- 🏭 Industrial Services0.24%
- 🧩 Miscellaneous0.2%
- 🧬 Health Technology0.01%
- 📡 Communications0.01%
- 🍞 Consumer Non Durables0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.37%
- 🇬🇧 LSE19.2%
- 🇺🇸 NYSE17.49%
- 🌍 Digital Currency1.28%
- 🇭🇰 Hong Kong Exchanges1.08%
- 🇳🇱 Euronext Amsterdam0.66%
- 🇩🇪 FRA0.22%
- 🇨🇭 SIX0.21%
- 🇸🇪 Stockholm Stock Exchange0.21%
- 🇫🇷 Euronext Paris0.17%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇧🇪 Euronext Brussels0.08%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇦🇪 Dubai Financial Market0.05%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
- 🇮🇹 Borsa Italiana0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.96%
- 🇨🇳 China6.25%
- 🇹🇼 Taiwan1.74%
- 🇬🇧 United Kingdom1.06%
- 🇳🇱 Netherlands0.85%
- 🇨🇦 Canada0.73%
- 🇩🇪 Germany0.43%
- 🇨🇭 Switzerland0.24%
- 🇸🇪 Sweden0.21%
- 🇮🇪 Ireland0.18%
- 🇫🇷 France0.17%
- 🇪🇸 Spain0.09%
- 🇧🇪 Belgium0.08%
- 🇩🇰 Denmark0.06%
- 🇰🇷 South Korea0.06%
- 🇮🇱 Israel0.03%
- 🇳🇴 Norway0.03%
- 🇧🇷 Brazil0.03%
- 🇧🇲 Bermuda0.02%
- 🇫🇮 Finland0.02%
- 🇱🇺 Luxembourg0.01%
- 🇺🇾 Uruguay0.01%
- 🇸🇬 Singapore0%
- 🇮🇹 Italy0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.32%
37 out of 90 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $O (5.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.07% | 5.69% | $3.09 |
 Private-Equity | 0.05% | 2.41% | - |
 BABA | 0.03% | 0.62% | $0.98 |
 JeppeKirkBonde | 0.03% | 0.98% | - |
 MSFT | 0.02% | 0.67% | $3 |
 SBUX | 0.02% | 2.91% | $2.24 |
 BigTech | 0.01% | 0.28% | - |
 TSM | 0.01% | 0.83% | $1.74 |
 WarrenBuffet-CF | 0.01% | 1.59% | - |
 META | 0.01% | 0.33% | $1 |
 MidCapDiverse | 0.01% | 1.54% | - |
 BESI.NV | 0.01% | 1.6% | $2.15 |
 BAM | 0.01% | 3.24% | $1.41 |
 Chip-Tech | 0.01% | 0.44% | - |
 MRVL | 0.01% | 0.26% | $0.24 |
 QCOM | 0% | 2.06% | $3.25 |
 AAPL | 0% | 0.38% | $0.97 |
 JPM | 0% | 1.76% | $4.4 |
 DE | 0% | 1.37% | $5.76 |
 SIE.DE | 0% | 2.1% | $4.7 |
 BLK | 0% | 1.92% | $20.2 |
 PYPL | 0% | 0.21% | - |
 GOOGL | 0% | 0.29% | $0.2 |
 SAP | 0% | 0.76% | $1.73 |
 ORCL | 0% | 0.79% | $1.6 |
 APH | 0% | 0.52% | $0.44 |
 MA | 0% | 0.56% | $2.46 |
 NVDA | 0% | 0.02% | $0.02 |
 ASM.NV | 0% | 0.56% | $2.75 |
 FuturePayments | 0% | 0.47% | - |
 VRT | 0% | 0.08% | $0.06 |
 NVO | 0% | 2.68% | $0.98 |
 BX | 0% | 3.25% | $3.36 |
 V | 0% | 0.73% | $2.01 |
 PWR | 0% | 0.09% | $0.35 |
 CRM | 0% | 0.68% | $0.4 |
 SNREY | 0% | -7.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 STZ (WarrenBuffet-CF) | Pay Day | Nov 13, 2025 | $1.02 |
 CALM (MidCapDiverse) | Pay Day | Nov 13, 2025 | $1.37 |
SBUX | Ex-Dividend | Nov 14, 2025 | $0.62 |
O | Pay Day | Nov 14, 2025 | $0.27 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Nov 14, 2025 | $0.35 |
 ALLY (WarrenBuffet-CF) | Pay Day | Nov 14, 2025 | $0.30 |
 AON (WarrenBuffet-CF) | Pay Day | Nov 14, 2025 | $0.74 |
 MF.PA (Private-Equity) | Ex-Dividend | Nov 18, 2025 | $1.75 |
 ENTG (Chip-Tech) | Pay Day | Nov 19, 2025 | $0.10 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MF.PA (Private-Equity) | Pay Day | Nov 20, 2025 | $1.75 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
AMAT (Chip-Tech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
 LH (MidCapDiverse) | Ex-Dividend | Nov 26, 2025 | $0.72 |
SBUX | Pay Day | Nov 28, 2025 | $0.62 |
 EQT.ST (Private-Equity) | Ex-Dividend | Nov 28, 2025 | $0.22 |
KR (WarrenBuffet-CF) | Pay Day | Dec 1, 2025 | $0.35 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 BCO (MidCapDiverse) | Pay Day | Dec 1, 2025 | $0.26 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 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 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
LH (MidCapDiverse) | Pay Day | Dec 11, 2025 | $0.72 |
MSFT (BigTech) | Pay Day | Dec 11, 2025 | $0.91 |
AMAT (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
AMAT (Chip-Tech) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (Chip-Tech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 RYN (MidCapDiverse) | Pay Day | Dec 12, 2025 | $1.40 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Dec 15, 2025 | $1.74 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
DPZ (WarrenBuffet-CF) | 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 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (Chip-Tech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.2/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
10.72
10.72
-2
0
2
11
11
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
10.72
10.72
-2
0
2
11
11
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.51
High:
INTC
2,743.17INTCLow:
MRVL
-717.6MRVLDetails
PEG Ratio
208.94
High:
O
2,914.15OLow:
APLD
-1,455.03APLDDetails
Price/Book
11.89
High:
APP
142.39APPLow:
SBUX
-12.02SBUXDetails
Price/Sales
10.2
High:
QUBT
6,914.13QUBTLow:
BYND
0.35BYNDDetails
Price/CF
28.33
High:
PLTR
258.05PLTRLow:
PYPL
10.02PYPLDetails
Price/FCF
59.18
High:
BESI.NV
1,850.58BESI.NVLow:PYPL
11.57PYPLDetails
P/E Ratio
37.51
High:INTC
2,743.17INTCLow:MRVL
-717.6MRVLDetails
PEG Ratio
208.94
High:O
2,914.15OLow:APLD
-1,455.03APLDDetails
Price/Book
11.89
High:APP
142.39APPLow:SBUX
-12.02SBUXDetails
Price/Sales
10.2
High:QUBT
6,914.13QUBTLow:BYND
0.35BYNDDetails
Price/CF
28.33
High:PLTR
258.05PLTRLow:PYPL
10.02PYPLDetails
Price/FCF
59.18
High:BESI.NV
1,850.58BESI.NVLow:PYPL
11.57PYPLDetails
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 |
-3.51% | Nov 2025 | - | 1 |
-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 |