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+1.14%
This Month
+5.19%
Year To Date
+13.56%
2 Years
+32.34%
5 Years
+149.86%
10 Years
+16.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.74%
- 🖥️ Technology Services16.52%
- 💻 Electronic Technology14.13%
- 🛍️ Retail Trade7.94%
- 🧬 Health Technology3.91%
- ⛏️ Energy Minerals1.42%
- 🛠️ Producer Manufacturing0.81%
- 🚗 Consumer Durables0.34%
- 🍞 Consumer Non Durables0.13%
- 🏥 Health Services0.04%
- 💵 Cash0.01%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.32%
- 🇺🇸 NYSE15.13%
- 🇬🇧 LSE13.84%
- 🇳🇱 Euronext Amsterdam8.99%
- 🇭🇰 Hong Kong Exchanges2.28%
- 🇩🇪 FRA1.24%
- 🇫🇷 Euronext Paris1.19%
- 🇨🇭 SIX0.9%
- 🇸🇪 Stockholm Stock Exchange0.86%
- Regular Trading Hours - RTH0.58%
- 🇮🇹 Borsa Italiana0.56%
- 🇩🇪 Xetra ETFs0.54%
- 🇩🇰 Copenhagen Stock Exchange0.44%
- 🇦🇪 Dubai Financial Market0.24%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇫🇮 Helsinki Stock Exchange0.17%
- Tokyo Stock Exchange0.15%
- 🇳🇴 Oslo Stock Exchange0.13%
- 🌍 Digital Currency0.01%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.06%
- 🇳🇱 Netherlands7.99%
- 🇬🇧 United Kingdom6.58%
- 🇨🇳 China3.02%
- 🇹🇼 Taiwan1.39%
- 🇩🇪 Germany1.24%
- 🇫🇷 France1.19%
- 🇮🇹 Italy0.91%
- 🇨🇭 Switzerland0.9%
- 🇸🇪 Sweden0.86%
- 🇰🇷 South Korea0.75%
- 🇨🇦 Canada0.58%
- 🇩🇰 Denmark0.44%
- 🇫🇮 Finland0.17%
- 🇮🇪 Ireland0.17%
- 🇳🇴 Norway0.13%
- 🇮🇱 Israel0.1%
- 🇧🇷 Brazil0.07%
- 🇱🇺 Luxembourg0.07%
- 🇰🇾 Cayman Islands0.04%
- 🇺🇾 Uruguay0.01%
- 🇭🇰 Hong Kong0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.63%
32 out of 46 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.14% | 0.68% | - |
 Rayeiris | 0.12% | 0.92% | - |
 ASML.NV | 0.05% | 0.61% | $6.1 |
 SHEL | 0.04% | 3.03% | $2.7 |
 MSFT | 0.04% | 0.67% | $3 |
 CPHequities | 0.04% | 0.96% | - |
 AVGO | 0.03% | 0.81% | $19.7 |
 MBG.DE | 0.03% | 8.19% | $5.3 |
 IBM | 0.02% | 2.64% | $6.65 |
 GOOG | 0.02% | 0.3% | $0.2 |
 thomaspj | 0.02% | 0.24% | - |
 VOLV-A.ST | 0.02% | 2.66% | $7.5 |
 MRK | 0.02% | 2.24% | $3.04 |
 A.US | 0.01% | 0.58% | $0.93 |
 META | 0.01% | 0.33% | $1 |
 WMT | 0.01% | 0.76% | $0.81 |
 ULVR.L | 0% | 3.23% | $1.47 |
 SMSN.L | 0% | 0.64% | $23.68 |
 AAPL | 0% | 0.3% | $0.97 |
 TMO | 0% | 0.26% | $1.48 |
 BABA | 0% | 0.93% | $0.98 |
 Fin-Tech | 0% | 0.62% | - |
 RTX | 0% | 1.47% | $2.44 |
 AMGN | 0% | 2.11% | $8.76 |
 CRM | 0% | 0.76% | $0.4 |
 NVDA | 0% | 0.26% | $0.02 |
 AME | 0% | 0.57% | $1.06 |
 PHIN | 0% | 1.63% | $1 |
 Congress-Buys | 0% | 0.08% | - |
 MU | 0% | 0.07% | $0.46 |
 Core-Dynamic | 0% | 0% | - |
 SDZNY | 0% | -0.61% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INTC (Congress-Buys) | Ex-Dividend | Nov 7, 2026 | $0.12 |
AAPL | Ex-Dividend | Nov 10, 2026 | $0.27 |
IBM | Ex-Dividend | Nov 10, 2026 | $1.69 |
AAPL (CPHequities) | Ex-Dividend | Nov 10, 2026 | $0.27 |
 TXN (CPHequities) | Pay Day | Nov 10, 2026 | $1.42 |
 ACN (CPHequities) | Pay Day | Nov 13, 2026 | $1.63 |
RTX | Ex-Dividend | Nov 14, 2026 | $0.73 |
SHEL | Ex-Dividend | Nov 14, 2026 | $0.78 |
 LLY (CPHequities) | Ex-Dividend | Nov 14, 2026 | $1.73 |
 MOG.A (Congress-Buys) | Ex-Dividend | Nov 14, 2026 | $0.30 |
 XOM (CPHequities) | Ex-Dividend | Nov 17, 2026 | $1.03 |
 COP (CPHequities) | Ex-Dividend | Nov 17, 2026 | $0.84 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $3.43 |
 CEG (JeppeKirkBonde) | Ex-Dividend | Nov 18, 2026 | $0.43 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Nov 19, 2026 | $0.70 |
 AGRO (JeppeKirkBonde) | Pay Day | Nov 19, 2026 | $0.12 |
MSFT | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2026 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2026 | $0.91 |
WMT | Ex-Dividend | Nov 21, 2026 | $0.25 |
AMGN | Ex-Dividend | Nov 21, 2026 | $2.52 |
AMGN (CPHequities) | Ex-Dividend | Nov 21, 2026 | $2.52 |
 EL (Congress-Buys) | Ex-Dividend | Dec 1, 2026 | $0.35 |
 EFX (Fin-Tech) | Ex-Dividend | Dec 1, 2026 | $0.56 |
 TW (Fin-Tech) | Ex-Dividend | Dec 1, 2026 | $0.14 |
 IBKR (Fin-Tech) | Ex-Dividend | Dec 1, 2026 | $0.09 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $3.45 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $4.50 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $2.47 |
 B (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2026 | $0.17 |
 EQT (JeppeKirkBonde) | Pay Day | Dec 1, 2026 | $0.17 |
IBKR (Rayeiris) | Ex-Dividend | Dec 1, 2026 | $0.09 |
GOOG | Ex-Dividend | Dec 4, 2026 | $0.22 |
PHIN | Ex-Dividend | Dec 4, 2026 | $0.30 |
GOOG (CPHequities) | Ex-Dividend | Dec 4, 2026 | $0.22 |
 PYPL (Fin-Tech) | Ex-Dividend | Dec 4, 2026 | $0.14 |
 JKHY (Fin-Tech) | Ex-Dividend | Dec 4, 2026 | $0.61 |
 D (JeppeKirkBonde) | Ex-Dividend | Dec 4, 2026 | $0.67 |
GOOG (thomaspj) | Ex-Dividend | Dec 4, 2026 | $0.22 |
NVDA | Ex-Dividend | Dec 10, 2026 | $0.25 |
 TRV (CPHequities) | Ex-Dividend | Dec 10, 2026 | $1.25 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Dec 10, 2026 | $0.25 |
NVDA (thomaspj) | Ex-Dividend | Dec 10, 2026 | $0.25 |
 FIS.US (Fin-Tech) | Ex-Dividend | Dec 11, 2026 | $0.44 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2026 | $0.10 |
MRK | Ex-Dividend | Dec 15, 2026 | $0.85 |
TMO | Ex-Dividend | Dec 15, 2026 | $0.47 |
AME | Ex-Dividend | Dec 15, 2026 | $0.34 |
MRK (CPHequities) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 MO (CPHequities) | Ex-Dividend | Dec 15, 2026 | $1.06 |
MRK (Congress-Buys) | Ex-Dividend | Dec 15, 2026 | $0.85 |
 VRSK (Fin-Tech) | Ex-Dividend | Dec 15, 2026 | $0.50 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 15, 2026 | $0.43 |
 BRBY.L (Rayeiris) | Ex-Dividend | Dec 15, 2026 | $0.54 |
 TSM (CPHequities) | Ex-Dividend | Dec 16, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Ex-Dividend | Dec 16, 2026 | $0.95 |
CRM | Ex-Dividend | Dec 17, 2026 | $0.44 |
META | Ex-Dividend | Dec 21, 2026 | $0.53 |
AVGO | Ex-Dividend | Dec 21, 2026 | $0.65 |
META (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 VST (JeppeKirkBonde) | Ex-Dividend | Dec 21, 2026 | $0.23 |
META (Rayeiris) | Ex-Dividend | Dec 21, 2026 | $0.53 |
META (thomaspj) | Ex-Dividend | Dec 21, 2026 | $0.53 |
 EXPN.L (Fin-Tech) | Ex-Dividend | Dec 23, 2026 | $0.48 |
 RL (JeppeKirkBonde) | Ex-Dividend | Dec 25, 2026 | $1.00 |
 WTW (Fin-Tech) | Ex-Dividend | Dec 30, 2026 | $0.96 |
 HST (JeppeKirkBonde) | Ex-Dividend | Dec 30, 2026 | $0.20 |
A.US | Ex-Dividend | Jan 6, 2027 | $0.26 |
 DGX (CPHequities) | Ex-Dividend | Jan 6, 2027 | $0.86 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jan 6, 2027 | $1.50 |
 INTU (Fin-Tech) | Ex-Dividend | Jan 8, 2027 | $1.20 |
ACN (CPHequities) | Ex-Dividend | Jan 13, 2027 | $1.63 |
MU | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (CPHequities) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (JeppeKirkBonde) | Ex-Dividend | Jan 14, 2027 | $0.15 |
MU (thomaspj) | Ex-Dividend | Jan 14, 2027 | $0.15 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Jan 15, 2027 | $0.15 |
ASML.NV | Ex-Dividend | Jan 26, 2027 | $3.15 |
ASML.NV (JeppeKirkBonde) | Ex-Dividend | Jan 26, 2027 | $3.15 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Jan 27, 2027 | $3.17 |
TXN (CPHequities) | Ex-Dividend | Jan 30, 2027 | $1.42 |
EQT (JeppeKirkBonde) | Ex-Dividend | Feb 4, 2027 | $0.17 |
 VALE (JeppeKirkBonde) | Ex-Dividend | Feb 13, 2027 | $0.14 |
 NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Feb 14, 2027 | $1.26 |
 WKL.NV (Fin-Tech) | Ex-Dividend | Mar 1, 2027 | $1.88 |
 ANTO.L (JeppeKirkBonde) | Ex-Dividend | Mar 1, 2027 | $0.48 |
 QFIN (Fin-Tech) | Ex-Dividend | Mar 9, 2027 | $0.78 |
 JYSK.CO (CPHequities) | Ex-Dividend | Mar 18, 2027 | $3.97 |
 ABBN.ZU (JeppeKirkBonde) | Ex-Dividend | Mar 23, 2027 | $1.19 |
 NESTE.HE (CPHequities) | Ex-Dividend | Mar 26, 2027 | $0.24 |
 RMV.L (Rayeiris) | Ex-Dividend | Mar 29, 2027 | $0.09 |
 FORTUM.HE (JeppeKirkBonde) | Ex-Dividend | Apr 1, 2027 | $0.87 |
 9618.HK (Rayeiris) | Ex-Dividend | Apr 8, 2027 | $0.50 |
VOLV-A.ST | Ex-Dividend | Apr 9, 2027 | $0.00 |
SDZNY | Ex-Dividend | Apr 14, 2027 | $0.00 |
MBG.DE | Ex-Dividend | Apr 17, 2027 | $4.06 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2027 | $0.42 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2027 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2027 | $9.76 |
MC.PA (Rayeiris) | Ex-Dividend | Apr 28, 2027 | $8.60 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2027 | $1.18 |
 DHL.DE (CPHequities) | Ex-Dividend | May 6, 2027 | $2.05 |
 1913.HK (Rayeiris) | Ex-Dividend | May 6, 2027 | $0.19 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2027 | $3.00 |
 RHM.DE (JeppeKirkBonde) | Ex-Dividend | May 13, 2027 | $13.50 |
 ATO.PA | Ex-Dividend | May 14, 2027 | $1.09 |
 MONC.MI (Rayeiris) | Ex-Dividend | May 23, 2027 | $1.65 |
 TEP.PA (Rayeiris) | Ex-Dividend | May 26, 2027 | $5.23 |
 XP (Fin-Tech) | Ex-Dividend | Jun 10, 2027 | $0.20 |
 9988.HK (Rayeiris) | Ex-Dividend | Jun 10, 2027 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2027 | $1.05 |
BABA (Rayeiris) | Ex-Dividend | Jun 11, 2027 | $1.05 |
 LOGN.ZU (Rayeiris) | Ex-Dividend | Sep 21, 2027 | $0.00 |
Performance Metrics
Score 6.6/10
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
3.66
3.66
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.72
0.72
0
0.8
1.2
0
2
Sharpe Ratio
0.84
0.84
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
3.66
3.66
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.53
1.53
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.27
High:MRK
153.55MRKLow:
BIDU
-43.64BIDUDetails
PEG Ratio
0.96
High:WMT
11.71WMTLow:MU
0.01MUDetails
Price/Book
6.84
High:AAPL
45.31AAPLLow:ATO.PA
-0.41ATO.PADetails
Price/Sales
6.64
High:AVGO
17.85AVGOLow:
IRON
-IRONDetails
Price/CF
20.63
High:
SOLV
63.97SOLVLow:MBG.DE
3.74MBG.DEDetails
Price/FCF
102.03
High:BABA
1,196.17BABALow:ATO.PA
7.23ATO.PADetails
P/E Ratio
22.27
High:MRK
153.55MRKLow:BIDU
-43.64BIDUDetails
PEG Ratio
0.96
High:WMT
11.71WMTLow:MU
0.01MUDetails
Price/Book
6.84
High:AAPL
45.31AAPLLow:ATO.PA
-0.41ATO.PADetails
Price/Sales
6.64
High:AVGO
17.85AVGOLow:IRON
-IRONDetails
Price/CF
20.63
High:SOLV
63.97SOLVLow:MBG.DE
3.74MBG.DEDetails
Price/FCF
102.03
High:BABA
1,196.17BABALow:ATO.PA
7.23ATO.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.76% | Nov 2021 | Feb 2024 | 27 |
-9.8% | Feb 2025 | Sep 2025 | 7 |
-9.05% | Feb 2026 | Apr 2026 | 2 |
-7.1% | Jun 2026 | - | 6 |
-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 |