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-0.01%
Today
-0.01%
This Month
+2.25%
Year To Date
+35.13%
2 Years
+125.28%
5 Years
+20.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.34%
- 🖥️ Technology Services16.25%
- 🛍️ Retail Trade7.32%
- 💻 Electronic Technology6.9%
- 🛠️ Producer Manufacturing0.79%
- ⛏️ Energy Minerals0.58%
- 🚗 Consumer Durables0.52%
- 💼 Commercial Services0.25%
- 🧬 Health Technology0.25%
- 💇♀️ Consumer Services0.21%
- 🍞 Consumer Non Durables0.14%
- 🪨 Non Energy Minerals0.13%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.89%
- 🇺🇸 Nasdaq30%
- 🇺🇸 NYSE8.66%
- 🇳🇱 Euronext Amsterdam5.41%
- 🇸🇪 Stockholm Stock Exchange0.92%
- 🇩🇪 FRA0.87%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇨🇭 SIX0.33%
- 🇫🇷 Euronext Paris0.3%
- 🇩🇪 Xetra ETFs0.22%
- 🌍 Digital Currency0.16%
- 🇺🇸 Chicago Board Options Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇮🇹 Borsa Italiana0.06%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.97%
- 🇳🇱 Netherlands5.58%
- 🇨🇳 China1.89%
- 🇬🇧 United Kingdom0.98%
- 🇸🇪 Sweden0.92%
- 🇩🇪 Germany0.87%
- 🇨🇭 Switzerland0.63%
- 🇯🇵 Japan0.39%
- 🇰🇷 South Korea0.36%
- 🇮🇱 Israel0.31%
- 🇫🇷 France0.3%
- 🇭🇰 Hong Kong0.23%
- 🇹🇼 Taiwan0.23%
- 🇨🇦 Canada0.14%
- 🇰🇾 Cayman Islands0.09%
- 🇮🇪 Ireland0.08%
- 🇩🇰 Denmark0.07%
- 🇮🇹 Italy0.06%
- 🇱🇺 Luxembourg0.03%
- 🇪🇸 Spain0.02%
- 🇧🇷 Brazil0.01%
- 🇺🇾 Uruguay0.01%
- 🇳🇴 Norway0.01%
- 🇫🇮 Finland0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.42%
29 out of 46 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Driverless | 0.08% | 0.93% | - |
 MBG.DE | 0.05% | 9% | $5.3 |
 ASML.NV | 0.05% | 0.89% | $6.1 |
 YieldKing | 0.04% | 3.91% | - |
 MSFT | 0.04% | 0.76% | $3 |
 CPHequities | 0.03% | 0.72% | - |
 SHEL | 0.02% | 4.22% | $2.7 |
 IBM | 0.02% | 2.61% | $6.65 |
 GOOG | 0.02% | 0.29% | $0.2 |
 VOLV-A.ST | 0.02% | 2.59% | $7.5 |
 META | 0.01% | 0.29% | $1 |
 WMT | 0.01% | 0.85% | $0.81 |
 JeppeKirkBonde | 0.01% | 1.24% | - |
 AAPL | 0% | 0.53% | $0.97 |
 SBUX | 0% | 2.19% | $2.24 |
 ULVR.L | 0% | 3.17% | $1.47 |
 SMSN.L | 0% | 2.7% | $23.68 |
 BABA | 0% | 0.99% | $0.98 |
 GoldenEnergy | 0% | 0.74% | - |
 Congress-Buys | 0% | 0.63% | - |
 AVGO | 0% | 0.98% | $19.7 |
 Fin-Tech | 0% | 0.5% | - |
 RTX | 0% | 1.92% | $2.44 |
 CRM | 0% | 0.47% | $0.4 |
 AME | 0% | 0.61% | $1.06 |
 PHIN | 0% | 1.97% | $1 |
 MU | 0% | 0.5% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
 SDZNY | 0% | 0.62% | $0.3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 BATS.L (YieldKing) | Pay Day | Feb 3 | $0.74 |
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
 EXPN.L (Fin-Tech) | Pay Day | Feb 7 | $0.19 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
V (YieldKing) | Ex-Dividend | Feb 11 | $0.59 |
 AGNC (YieldKing) | Pay Day | Feb 11 | $0.12 |
 ST (Driverless) | Ex-Dividend | Feb 12 | $0.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
 SIE.DE (Driverless) | Ex-Dividend | Feb 14 | $5.45 |
SHEL (YieldKing) | Ex-Dividend | Feb 14 | $0.72 |
 CHD (Congress-Buys) | Ex-Dividend | Feb 14 | $0.30 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
SIE.DE (Driverless) | Pay Day | Feb 18 | $5.45 |
 JNJ (YieldKing) | Ex-Dividend | Feb 18 | $1.24 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (YieldKing) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
ST (Driverless) | Pay Day | Feb 26 | $0.12 |
SBUX | Pay Day | Feb 28 | $0.61 |
 IBKR (Fin-Tech) | Ex-Dividend | Feb 28 | $0.25 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
V (YieldKing) | Pay Day | Mar 3 | $0.59 |
CHD (Congress-Buys) | Pay Day | Mar 3 | $0.30 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
JNJ (YieldKing) | Pay Day | Mar 4 | $1.24 |
 QCOM (Driverless) | Ex-Dividend | Mar 6 | $0.85 |
 GM (Driverless) | Ex-Dividend | Mar 7 | $0.12 |
 BLK (YieldKing) | Ex-Dividend | Mar 7 | $5.21 |
BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
IBM | Pay Day | Mar 10 | $1.67 |
 FIS (Fin-Tech) | Ex-Dividend | Mar 11 | $0.40 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (YieldKing) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
IBKR (Fin-Tech) | Pay Day | Mar 14 | $0.25 |
 TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
GM (Driverless) | Pay Day | Mar 20 | $0.12 |
SHEL | Pay Day | Mar 24 | $0.72 |
SHEL (YieldKing) | Pay Day | Mar 24 | $0.72 |
BLK (YieldKing) | Pay Day | Mar 24 | $5.21 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
FIS (Fin-Tech) | Pay Day | Mar 25 | $0.40 |
QCOM (Driverless) | Pay Day | Mar 27 | $0.85 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
Performance Metrics
Score 7.2/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
6.4
6.4
-2
0
2
7
7
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.88
1.88
0
1
2
3
3
Jensen's Alpha
6.4
6.4
-2
0
2
7
7
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.95
1.95
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.76% | Nov 2021 | Feb 2024 | 27 |
-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 |