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+1.18%
This Month
+0.57%
Year To Date
+26.97%
2 Years
+55.73%
5 Years
+121.57%
10 Years
+17.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash39.61%
- 👥 Copy Trading29.69%
- 🖥️ Technology Services17.16%
- 🛍️ Retail Trade7.49%
- 💻 Electronic Technology6.35%
- 🧬 Health Technology2.99%
- 🛠️ Producer Manufacturing0.79%
- ⛏️ Energy Minerals0.65%
- 🚗 Consumer Durables0.47%
- 🪨 Non Energy Minerals0.2%
- 🍞 Consumer Non Durables0.15%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 💇♀️ Consumer Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.1%
- 🇺🇸 NYSE13.81%
- 🇳🇱 Euronext Amsterdam4.38%
- 🇬🇧 LSE4.17%
- 🇩🇪 FRA1.31%
- 🇭🇰 Hong Kong Exchanges1.08%
- 🇸🇪 Stockholm Stock Exchange0.75%
- 🇨🇭 SIX0.68%
- 🇫🇷 Euronext Paris0.54%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇺🇸 Chicago Board Options Exchange0.31%
- 🌍 Digital Currency0.27%
- 🇦🇪 Dubai Financial Market0.17%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇮🇹 Borsa Italiana0.1%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.22%
- 🇳🇱 Netherlands4.47%
- 🇬🇧 United Kingdom4.38%
- 🇨🇳 China1.94%
- 🇩🇪 Germany1.31%
- 🇹🇼 Taiwan0.83%
- 🇸🇪 Sweden0.75%
- 🇨🇭 Switzerland0.68%
- 🇫🇷 France0.54%
- 🇨🇦 Canada0.5%
- 🇪🇸 Spain0.4%
- 🇩🇰 Denmark0.35%
- 🇰🇷 South Korea0.27%
- 🇮🇹 Italy0.25%
- 🇳🇴 Norway0.11%
- 🇰🇾 Cayman Islands0.11%
- 🇮🇪 Ireland0.1%
- 🇮🇱 Israel0.08%
- 🇧🇷 Brazil0.05%
- 🇫🇮 Finland0.05%
- 🇱🇺 Luxembourg0.05%
- 🇿🇦 South Africa0.05%
- 🇭🇰 Hong Kong0.03%
- 🇺🇾 Uruguay0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.56%
33 out of 46 instruments pay dividend.
48 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.14% | 1.45% | - |
 Rayeiris | 0.05% | 1.13% | - |
 thomaspj | 0.05% | 0.51% | - |
 MSFT | 0.04% | 0.67% | $3 |
 ASML.NV | 0.04% | 0.98% | $6.1 |
 MBG.DE | 0.04% | 8.11% | $5.3 |
 CPHequities | 0.03% | 0.71% | - |
 SHEL | 0.03% | 3.97% | $2.7 |
 IBM | 0.02% | 2.7% | $6.65 |
 GOOG | 0.02% | 0.35% | $0.2 |
 VOLV-A.ST | 0.02% | 2.9% | $7.5 |
 MRK | 0.02% | 3.86% | $3.04 |
 A.US | 0.01% | 0.76% | $0.93 |
 META | 0.01% | 0.27% | $1 |
 WMT | 0.01% | 0.94% | $0.81 |
 GoldenEnergy | 0.01% | 1.09% | - |
 ULVR.L | 0% | 3.2% | $1.47 |
 AAPL | 0% | 0.43% | $0.97 |
 SMSN.L | 0% | 1.69% | $23.68 |
 TMO | 0% | 0.34% | $1.48 |
 BABA | 0% | 0.76% | $0.98 |
 Fin-Tech | 0% | 0.61% | - |
 AVGO | 0% | 0.69% | $19.7 |
 RTX | 0% | 1.66% | $2.44 |
 AMGN | 0% | 3.32% | $8.76 |
 CRM | 0% | 0.65% | $0.4 |
 Congress-Buys | 0% | 0.23% | - |
 AME | 0% | 0.65% | $1.06 |
 PHIN | 0% | 1.82% | $1 |
 MAG | 0% | 0.25% | - |
 MU | 0% | 0.35% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 SDZNY | 0% | -0.66% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Congress-Buys) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 QFIN (Fin-Tech) | Ex-Dividend | Sep 8, 2025 | $0.76 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Rayeiris) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
 FIS (Fin-Tech) | Ex-Dividend | Sep 10, 2025 | $0.40 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (CPHequities) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (Congress-Buys) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (Congress-Buys) | 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 (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
PHIN | Pay Day | Sep 12, 2025 | $0.27 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
 GFI (CPHequities) | Ex-Dividend | Sep 12, 2025 | $0.40 |
 IBKR (Fin-Tech) | Pay Day | Sep 12, 2025 | $0.08 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
IBKR (Rayeiris) | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
AME | Ex-Dividend | Sep 15, 2025 | $0.31 |
GOOG (CPHequities) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (Congress-Buys) | Pay Day | Sep 15, 2025 | $0.21 |
 VRSK (Fin-Tech) | Ex-Dividend | Sep 15, 2025 | $0.45 |
 EFX (Fin-Tech) | Pay Day | Sep 15, 2025 | $0.50 |
 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 |
GOOG (Rayeiris) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
 BARC.L (CPHequities) | Pay Day | Sep 16, 2025 | $0.04 |
 TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (Congress-Buys) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 TW (Fin-Tech) | Pay Day | Sep 16, 2025 | $0.12 |
TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 WKL.NV (Fin-Tech) | Pay Day | Sep 18, 2025 | $1.08 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
SHEL | Pay Day | Sep 22, 2025 | $0.72 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (CPHequities) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (Congress-Buys) | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
FIS (Fin-Tech) | Pay Day | Sep 24, 2025 | $0.40 |
GFI (CPHequities) | Pay Day | Sep 25, 2025 | $0.40 |
QFIN (Fin-Tech) | Pay Day | Sep 25, 2025 | $0.76 |
 RMV.L (Rayeiris) | Ex-Dividend | Sep 25, 2025 | $0.06 |
 JKHY (Fin-Tech) | Pay Day | Sep 26, 2025 | $0.58 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
AME | Pay Day | Sep 30, 2025 | $0.31 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (CPHequities) | Pay Day | Sep 30, 2025 | $0.59 |
AVGO (Congress-Buys) | Pay Day | Sep 30, 2025 | $0.59 |
VRSK (Fin-Tech) | Pay Day | Sep 30, 2025 | $0.45 |
 WTW (Fin-Tech) | Ex-Dividend | Sep 30, 2025 | $0.92 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
 MCK (CPHequities) | Pay Day | Oct 1, 2025 | $0.82 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (CPHequities) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Congress-Buys) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
 GAW.L (Rayeiris) | Pay Day | Oct 3, 2025 | $0.73 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (Congress-Buys) | Pay Day | Oct 9, 2025 | $0.82 |
 INTU (Fin-Tech) | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
WTW (Fin-Tech) | Pay Day | Oct 15, 2025 | $0.92 |
 PUK (CPHequities) | Pay Day | Oct 16, 2025 | $0.15 |
INTU (Fin-Tech) | Pay Day | Oct 17, 2025 | $1.20 |
RMV.L (Rayeiris) | Pay Day | Oct 24, 2025 | $0.06 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (Rayeiris) | Ex-Dividend | Dec 2, 2025 | $6.47 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MC.PA (Rayeiris) | Pay Day | Dec 4, 2025 | $6.47 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 GDX (GoldenEnergy) | Pay Day | Dec 24, 2025 | $0.00 |
 TAN (GoldenEnergy) | Pay Day | Dec 27, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 6.5/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
3.99
3.99
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.54
1.54
0
1
2
3
3
Jensen's Alpha
3.99
3.99
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.64
0.64
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.86
High:
AVGO
115.07AVGOLow:
IRON
-13.45IRONDetails
PEG Ratio
853.05
High:
AAPL
24,779.06AAPLLow:
ATO.PA
0.47ATO.PADetails
Price/Book
9.11
High:AAPL
54.11AAPLLow:
NIO
-76.32NIODetails
Price/Sales
6.81
High:AVGO
25.9AVGOLow:IRON
-IRONDetails
Price/CF
20.88
High:ATO.PA
180.72ATO.PALow:
MBG.DE
2.29MBG.DEDetails
Price/FCF
59.55
High:
AMZN
175.86AMZNLow:MBG.DE
3.77MBG.DEDetails
P/E Ratio
31.86
High:AVGO
115.07AVGOLow:IRON
-13.45IRONDetails
PEG Ratio
853.05
High:AAPL
24,779.06AAPLLow:ATO.PA
0.47ATO.PADetails
Price/Book
9.11
High:AAPL
54.11AAPLLow:NIO
-76.32NIODetails
Price/Sales
6.81
High:AVGO
25.9AVGOLow:IRON
-IRONDetails
Price/CF
20.88
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.29MBG.DEDetails
Price/FCF
59.55
High:AMZN
175.86AMZNLow:MBG.DE
3.77MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.76% | Nov 2021 | Feb 2024 | 27 |
-9.8% | Feb 2025 | - | 8 |
-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 |