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-3.37%
This Month
-2.08%
Year To Date
+10.98%
2 Years
+31.24%
5 Years
+132.59%
10 Years
+16.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading57.53%
- 🖥️ Technology Services16.24%
- 💻 Electronic Technology13.72%
- 🛍️ Retail Trade6.59%
- 🧬 Health Technology3.01%
- ⛏️ Energy Minerals1.24%
- 🛠️ Producer Manufacturing0.92%
- 🚗 Consumer Durables0.47%
- 🍞 Consumer Non Durables0.14%
- 💵 Cash0.09%
- 🏥 Health Services0.04%
- 💇♀️ Consumer Services0.01%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.85%
- 🇺🇸 NYSE22.64%
- 🇬🇧 LSE12.85%
- 🇳🇱 Euronext Amsterdam7.7%
- 🇩🇪 Xetra ETFs4.61%
- 🇭🇰 Hong Kong Exchanges2.62%
- 🇫🇷 Euronext Paris2.16%
- 🇩🇪 FRA1.68%
- 🇨🇭 SIX1.24%
- 🇸🇪 Stockholm Stock Exchange1.18%
- 🇳🇴 Oslo Stock Exchange0.62%
- 🇩🇰 Copenhagen Stock Exchange0.43%
- 🇪🇸 Bolsa De Madrid0.42%
- 🇦🇪 Dubai Financial Market0.4%
- 🇺🇸 Chicago Board Options Exchange0.38%
- 🌍 Digital Currency0.18%
- 🇫🇮 Helsinki Stock Exchange0.17%
- Regular Trading Hours - RTH0.06%
- 🇮🇹 Borsa Italiana0.04%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.08%
- 🇬🇧 United Kingdom8.67%
- 🇳🇱 Netherlands8.03%
- 🇨🇳 China3.72%
- 🇫🇷 France2.16%
- 🇹🇼 Taiwan1.89%
- 🇩🇪 Germany1.68%
- 🇨🇭 Switzerland1.24%
- 🇸🇪 Sweden1.18%
- 🇨🇦 Canada0.89%
- 🇰🇷 South Korea0.71%
- 🇳🇴 Norway0.62%
- 🇮🇹 Italy0.45%
- 🇩🇰 Denmark0.43%
- 🇪🇸 Spain0.42%
- 🇮🇱 Israel0.2%
- 🇫🇮 Finland0.17%
- 🇱🇺 Luxembourg0.11%
- 🇧🇷 Brazil0.11%
- 🇮🇪 Ireland0.1%
- 🇰🇾 Cayman Islands0.07%
- 🇭🇰 Hong Kong0.05%
- 🇺🇾 Uruguay0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.89%
31 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (12.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.21% | 1.02% | - |
 thomaspj | 0.17% | 1.73% | - |
 Rayeiris | 0.13% | 1.03% | - |
 MBG.DE | 0.06% | 12.36% | $5.3 |
 ASML.NV | 0.04% | 0.62% | $6.1 |
 SHEL | 0.04% | 3.5% | $2.7 |
 MSFT | 0.04% | 0.86% | $3 |
 CPHequities | 0.03% | 0.79% | - |
 AVGO | 0.03% | 0.71% | $19.7 |
 IBM | 0.02% | 2.7% | $6.65 |
 GOOG | 0.02% | 0.28% | $0.2 |
 VOLV-A.ST | 0.02% | 2.49% | $7.5 |
 MRK | 0.02% | 2.81% | $3.04 |
 A.US | 0.01% | 0.83% | $0.93 |
 META | 0.01% | 0.32% | $1 |
 WMT | 0.01% | 0.78% | $0.81 |
 ULVR.L | 0% | 3.38% | $1.47 |
 AAPL | 0% | 0.4% | $0.97 |
 TMO | 0% | 0.35% | $1.48 |
 SMSN.L | 0% | 0.66% | $23.68 |
 BABA | 0% | 0.79% | $0.98 |
 Fin-Tech | 0% | 0.6% | - |
 RTX | 0% | 1.3% | $2.44 |
 AMGN | 0% | 2.57% | $8.76 |
 CRM | 0% | 0.87% | $0.4 |
 Congress-Buys | 0% | 0.31% | - |
 AME | 0% | 0.55% | $1.06 |
 PHIN | 0% | 1.54% | $1 |
 MU | 0% | 0.11% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 SDZNY | 0% | -0.47% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.31
4.31
-2
0
2
5
5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.31
4.31
-2
0
2
5
5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.32
High:
WBD
97.25WBDLow:
IRON
-10.2IRONDetails
PEG Ratio
130.69
High:A.US
637.86A.USLow:
NIO
-132.09NIODetails
Price/Book
8.48
High:AAPL
43.77AAPLLow:
ATO.PA
-8.24ATO.PADetails
Price/Sales
6.9
High:AVGO
24.3AVGOLow:IRON
-IRONDetails
Price/CF
22.69
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.47MBG.DEDetails
Price/FCF
66.82
High:BABA
1,196.17BABALow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
30.32
High:WBD
97.25WBDLow:IRON
-10.2IRONDetails
PEG Ratio
130.69
High:A.US
637.86A.USLow:NIO
-132.09NIODetails
Price/Book
8.48
High:AAPL
43.77AAPLLow:ATO.PA
-8.24ATO.PADetails
Price/Sales
6.9
High:AVGO
24.3AVGOLow:IRON
-IRONDetails
Price/CF
22.69
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.47MBG.DEDetails
Price/FCF
66.82
High:BABA
1,196.17BABALow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.76% | Nov 2021 | Feb 2024 | 27 |
-9.8% | Feb 2025 | Sep 2025 | 7 |
-6.15% | Feb 2026 | - | 2 |
-4.71% | Sep 2020 | Nov 2020 | 2 |
-4.06% | Sep 2021 | Oct 2021 | 1 |
-3.67% | Apr 2024 | Jun 2024 | 2 |
-3.5% | Jul 2024 | Nov 2024 | 4 |
-2.97% | May 2021 | Jun 2021 | 1 |
-0.37% | Dec 2025 | Jan 2026 | 1 |