Loading...
-0.22%
This Month
+12.61%
Year To Date
+63.59%
2 Years
+31.34%
5 Years
+546.6%
10 Years
+20.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.72%
- 🖥️ Technology Services13.2%
- 💵 Cash11.72%
- 💻 Electronic Technology11.48%
- 🛍️ Retail Trade10.88%
- 💼 Commercial Services4.11%
- 🪙 Cryptocurrencies0.97%
- 🛠️ Producer Manufacturing0.83%
- 🚚 Transportation0.64%
- 💇♀️ Consumer Services0.56%
- 📊 ETFs0.5%
- 💰 Finance0.48%
- ⛏️ Energy Minerals0.37%
- 🌾 Commodities0.27%
- 🍞 Consumer Non Durables0.25%
- 🧩 Miscellaneous0.22%
- 🧬 Health Technology0.02%
- 📡 Communications0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.95%
- 🇺🇸 NYSE19.02%
- 🇬🇧 LSE17%
- 🌍 Digital Currency1.33%
- 🇭🇰 Hong Kong Exchanges1.28%
- 🇳🇱 Euronext Amsterdam0.74%
- 🇫🇷 Euronext Paris0.44%
- 🇸🇦 Tadawul0.37%
- 🌍 Commodity0.27%
- 🇨🇭 SIX0.23%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇩🇪 FRA0.1%
- 🇪🇸 Bolsa De Madrid0.1%
- 🇧🇪 Euronext Brussels0.09%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇦🇪 Dubai Financial Market0.06%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇫🇮 Helsinki Stock Exchange0.02%
- 🇮🇹 Borsa Italiana0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.02%
- 🇨🇳 China7.06%
- 🇨🇦 Canada3.45%
- 🇳🇱 Netherlands2.17%
- 🇹🇼 Taiwan1.64%
- 🇬🇧 United Kingdom0.84%
- 🇫🇷 France0.44%
- 🇸🇦 Saudi Arabia0.37%
- 🇩🇪 Germany0.36%
- 🇨🇭 Switzerland0.26%
- 🇸🇪 Sweden0.23%
- 🇰🇿 Kazakhstan0.17%
- 🇮🇪 Ireland0.17%
- 🇦🇺 Australia0.13%
- 🇪🇸 Spain0.1%
- 🇧🇪 Belgium0.09%
- 🇩🇰 Denmark0.07%
- 🇰🇷 South Korea0.06%
- 🇮🇱 Israel0.03%
- 🇳🇴 Norway0.03%
- 🇱🇺 Luxembourg0.03%
- 🇧🇷 Brazil0.03%
- 🇧🇲 Bermuda0.02%
- 🇫🇮 Finland0.02%
- 🇺🇾 Uruguay0.01%
- 🇸🇬 Singapore0.01%
- 🇮🇹 Italy0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.34%
34 out of 80 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $BAM (3.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Private-Equity | 0.05% | 2.33% | - |
 NuclearFuture | 0.05% | 1.31% | - |
 MSFT | 0.03% | 0.66% | $3 |
 BABA | 0.03% | 0.6% | $0.98 |
 JeppeKirkBonde | 0.03% | 1% | - |
 SBUX.RTH | 0.02% | 2.91% | $2.24 |
 BigTech | 0.01% | 0.29% | - |
 GOOG | 0.01% | 0.32% | $0.2 |
 WarrenBuffet-CF | 0.01% | 1.61% | - |
 TSM | 0.01% | 0.82% | $1.74 |
 ASML.RTH | 0.01% | 0.6% | $5.57 |
 MidCapDiverse | 0.01% | 1.48% | - |
 BESI.NV | 0.01% | 1.51% | $2.15 |
 BAM | 0.01% | 3.17% | $1.41 |
 META | 0.01% | 0.35% | $1 |
 Chip-Tech | 0.01% | 0.46% | - |
 MRVL | 0.01% | 0.28% | $0.24 |
 KER.PA | 0% | 1.82% | $14 |
 JPM | 0% | 1.84% | $4.4 |
 BWXT | 0% | 0.48% | $0.94 |
 DE | 0% | 1.4% | $5.76 |
 EBAY | 0% | 1.19% | $1.04 |
 SAP | 0% | 0.69% | $1.73 |
 AI-Revolution | 0% | 0.21% | - |
 INTC | 0% | 0.33% | $0.5 |
 ORCL | 0% | 0.69% | $1.6 |
 ASM.NV | 0% | 0.55% | $2.75 |
 FuturePayments | 0% | 0.52% | - |
 NVO | 0% | 2.21% | $0.98 |
 BX | 0% | 2.66% | $3.36 |
 AAPL | 0% | 0.39% | $0.97 |
 CRM | 0% | 0.65% | $0.4 |
 VRT | 0% | 0.09% | $0.06 |
 SNREY | 0% | -6.81% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
ORCL (BigTech) | Pay Day | Oct 23, 2025 | $0.50 |
 RYN (MidCapDiverse) | Ex-Dividend | Oct 24, 2025 | $1.40 |
 GE (AI-Revolution) | Pay Day | Oct 27, 2025 | $0.36 |
 LEN (WarrenBuffet-CF) | Pay Day | Oct 27, 2025 | $0.50 |
LEN (MidCapDiverse) | Pay Day | Oct 27, 2025 | $0.50 |
GE (NuclearFuture) | Pay Day | Oct 27, 2025 | $0.36 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 CALM (MidCapDiverse) | Ex-Dividend | Oct 29, 2025 | $1.37 |
 ENTG (Chip-Tech) | Ex-Dividend | Oct 29, 2025 | $0.10 |
MRVL | Pay Day | Oct 30, 2025 | $0.06 |
 STZ.RTH (WarrenBuffet-CF) | Ex-Dividend | Oct 30, 2025 | $1.02 |
MRVL (Chip-Tech) | Pay Day | Oct 30, 2025 | $0.06 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
 ALLY (WarrenBuffet-CF) | Ex-Dividend | Oct 31, 2025 | $0.30 |
JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Nov 3, 2025 | $0.74 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
 GIS (MidCapDiverse) | Pay Day | Nov 3, 2025 | $0.61 |
 DRI (MidCapDiverse) | Pay Day | Nov 3, 2025 | $1.50 |
 BCO (MidCapDiverse) | Ex-Dividend | Nov 3, 2025 | $0.26 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 MA (WarrenBuffet-CF) | Pay Day | Nov 7, 2025 | $0.76 |
MA (FuturePayments) | Pay Day | Nov 7, 2025 | $0.76 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
 AXP (WarrenBuffet-CF) | Pay Day | Nov 10, 2025 | $0.82 |
 NUE (WarrenBuffet-CF) | Pay Day | Nov 10, 2025 | $0.55 |
AXP (FuturePayments) | Pay Day | Nov 10, 2025 | $0.82 |
STZ.RTH (WarrenBuffet-CF) | Pay Day | Nov 13, 2025 | $1.02 |
CALM (MidCapDiverse) | Pay Day | Nov 13, 2025 | $1.37 |
SBUX.RTH | Ex-Dividend | Nov 14, 2025 | $0.62 |
 ACN.RTH (AI-Revolution) | Pay Day | Nov 14, 2025 | $1.63 |
 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 |
 HON.RTH (NuclearFuture) | Ex-Dividend | Nov 14, 2025 | $1.19 |
 DUK (NuclearFuture) | Ex-Dividend | Nov 14, 2025 | $1.06 |
 GEV (NuclearFuture) | Pay Day | Nov 17, 2025 | $0.25 |
 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 (AI-Revolution) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 AMAT.RTH (BigTech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
AMAT.RTH (Chip-Tech) | Ex-Dividend | Nov 20, 2025 | $0.46 |
 LH (MidCapDiverse) | Ex-Dividend | Nov 26, 2025 | $0.72 |
SBUX.RTH | 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 |
HON.RTH (NuclearFuture) | Pay Day | Dec 5, 2025 | $1.19 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (AI-Revolution) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (AI-Revolution) | 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.RTH (BigTech) | Pay Day | Dec 11, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Dec 11, 2025 | $0.84 |
AMAT.RTH (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 |
DUK (NuclearFuture) | Pay Day | Dec 16, 2025 | $1.06 |
 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 (AI-Revolution) | 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
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
10.77
10.77
-2
0
2
11
11
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
10.77
10.77
-2
0
2
11
11
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.57
High:
PATH
446.22PATHLow:
MRVL
-677.51MRVLDetails
PEG Ratio
939.18
High:
BESI.NV
65,916.59BESI.NVLow:MRVL
-757.82MRVLDetails
Price/Book
8.19
High:
APP.RTH
164.28APP.RTHLow:
SBUX.RTH
-12.5SBUX.RTHDetails
Price/Sales
6.86
High:
RGTI
1,629.95RGTILow:
TKWY.NV
1.44TKWY.NVDetails
Price/CF
20.73
High:
TTAN
188.63TTANLow:
KER.PA
7.18KER.PADetails
Price/FCF
62.25
High:SBUX.RTH
1,256.06SBUX.RTHLow:TKWY.NV
12.2TKWY.NVDetails
P/E Ratio
32.57
High:PATH
446.22PATHLow:MRVL
-677.51MRVLDetails
PEG Ratio
939.18
High:BESI.NV
65,916.59BESI.NVLow:MRVL
-757.82MRVLDetails
Price/Book
8.19
High:APP.RTH
164.28APP.RTHLow:SBUX.RTH
-12.5SBUX.RTHDetails
Price/Sales
6.86
High:RGTI
1,629.95RGTILow:TKWY.NV
1.44TKWY.NVDetails
Price/CF
20.73
High:TTAN
188.63TTANLow:KER.PA
7.18KER.PADetails
Price/FCF
62.25
High:SBUX.RTH
1,256.06SBUX.RTHLow: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 |
-0.22% | Oct 2025 | - | 1 |