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-4.74%
This Month
+2.42%
Year To Date
+16.96%
2 Years
+25.14%
5 Years
+143.28%
10 Years
+16.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.79%
- 🖥️ Technology Services16.39%
- 💻 Electronic Technology15.42%
- 🛍️ Retail Trade7.38%
- 🧬 Health Technology3.12%
- ⛏️ Energy Minerals1.25%
- 🛠️ Producer Manufacturing0.9%
- 🚗 Consumer Durables0.36%
- 💵 Cash0.29%
- 🍞 Consumer Non Durables0.12%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 💇♀️ Consumer Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.89%
- 🇺🇸 NYSE19.43%
- 🇬🇧 LSE13.87%
- 🇳🇱 Euronext Amsterdam9.9%
- 🇭🇰 Hong Kong Exchanges2.28%
- 🇩🇪 FRA1.49%
- 🇫🇷 Euronext Paris1.42%
- 🇨🇭 SIX1.33%
- 🇸🇪 Stockholm Stock Exchange1.01%
- 🇮🇹 Borsa Italiana0.78%
- 🇩🇰 Copenhagen Stock Exchange0.47%
- 🇦🇪 Dubai Financial Market0.3%
- 🇺🇸 Chicago Board Options Exchange0.26%
- 🇫🇮 Helsinki Stock Exchange0.22%
- 🇳🇴 Oslo Stock Exchange0.21%
- Tokyo Stock Exchange0.18%
- 🇪🇸 Bolsa De Madrid0.14%
- Regular Trading Hours - RTH0.13%
- 🇩🇪 Xetra ETFs0.08%
- 🌍 Digital Currency0.01%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.65%
- 🇳🇱 Netherlands9.08%
- 🇬🇧 United Kingdom6.14%
- 🇨🇳 China3.16%
- 🇹🇼 Taiwan1.97%
- 🇩🇪 Germany1.49%
- 🇫🇷 France1.42%
- 🇨🇭 Switzerland1.33%
- 🇮🇹 Italy1.17%
- 🇸🇪 Sweden1.01%
- 🇨🇦 Canada1%
- 🇰🇷 South Korea0.89%
- 🇩🇰 Denmark0.47%
- 🇫🇮 Finland0.22%
- 🇳🇴 Norway0.21%
- 🇮🇱 Israel0.17%
- 🇪🇸 Spain0.14%
- 🇧🇷 Brazil0.11%
- 🇰🇾 Cayman Islands0.11%
- 🇱🇺 Luxembourg0.1%
- 🇺🇾 Uruguay0.01%
- 🇮🇪 Ireland0.01%
- 🇭🇰 Hong Kong0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.72%
32 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.18% | 0.91% | - |
 Rayeiris | 0.13% | 0.99% | - |
 CPHequities | 0.05% | 1.32% | - |
 thomaspj | 0.05% | 0.69% | - |
 ASML.NV | 0.04% | 0.52% | $6.1 |
 SHEL | 0.04% | 3.22% | $2.7 |
 MSFT | 0.04% | 0.78% | $3 |
 AVGO | 0.03% | 0.65% | $19.7 |
 MBG.DE | 0.03% | 7.52% | $5.3 |
 IBM | 0.02% | 3.01% | $6.65 |
 GOOG | 0.02% | 0.24% | $0.2 |
 VOLV-A.ST | 0.02% | 2.33% | $7.5 |
 MRK | 0.02% | 2.58% | $3.04 |
 A.US | 0.01% | 0.73% | $0.93 |
 META | 0.01% | 0.38% | $1 |
 WMT | 0.01% | 0.89% | $0.81 |
 Congress-Buys | 0.01% | 1.2% | - |
 ULVR.L | 0% | 3.57% | $1.47 |
 AAPL | 0% | 0.34% | $0.97 |
 TMO | 0% | 0.32% | $1.48 |
 BABA | 0% | 0.84% | $0.98 |
 Fin-Tech | 0% | 0.65% | - |
 SMSN.L | 0% | 0.36% | $23.68 |
 RTX | 0% | 1.31% | $2.44 |
 AMGN | 0% | 2.54% | $8.76 |
 CRM | 0% | 0.93% | $0.4 |
 AME | 0% | 0.54% | $1.06 |
 PHIN | 0% | 1.55% | $1 |
 NVDA | 0% | 0.14% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
 Core-Dynamic | 0% | 0% | - |
 SDZNY | 0% | -0.76% | $-0.3 |
Performance Metrics
Score 6.6/10
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
3.96
3.96
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
0.71
0.71
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
3.96
3.96
-2
0
2
4.5
4.5
Omega Ratio
0.99
0.99
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.62
High:AVGO
66.58AVGOLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
150.87
High:
NOW
471.47NOWLow:
WBD
-45.16WBDDetails
Price/Book
8.71
High:AAPL
41.97AAPLLow:
ATO.PA
-0.82ATO.PADetails
Price/Sales
7.43
High:AVGO
25.84AVGOLow:
IRON
-IRONDetails
Price/CF
19.92
High:
SOLV
75.9SOLVLow:MBG.DE
3.15MBG.DEDetails
Price/FCF
67.79
High:BABA
1,196.17BABALow:ATO.PA
7.23ATO.PADetails
P/E Ratio
29.62
High:AVGO
66.58AVGOLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
150.87
High:NOW
471.47NOWLow:WBD
-45.16WBDDetails
Price/Book
8.71
High:AAPL
41.97AAPLLow:ATO.PA
-0.82ATO.PADetails
Price/Sales
7.43
High:AVGO
25.84AVGOLow:IRON
-IRONDetails
Price/CF
19.92
High:SOLV
75.9SOLVLow:MBG.DE
3.15MBG.DEDetails
Price/FCF
67.79
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 |
-8.51% | Jun 2026 | - | 3 |
-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 |