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+2.12%
This Month
+2.12%
Year To Date
+25.57%
2 Years
+38.34%
5 Years
+142.57%
10 Years
+18.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading57.35%
- 🖥️ Technology Services16.79%
- 💻 Electronic Technology13.11%
- 🛍️ Retail Trade6.94%
- 🧬 Health Technology3.22%
- ⛏️ Energy Minerals1.05%
- 🛠️ Producer Manufacturing0.82%
- 🚗 Consumer Durables0.46%
- 🍞 Consumer Non Durables0.13%
- 💵 Cash0.08%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 💇♀️ Consumer Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.7%
- 🇺🇸 NYSE19.73%
- 🇬🇧 LSE12.8%
- 🇳🇱 Euronext Amsterdam7.19%
- 🇩🇪 Xetra ETFs4.35%
- 🇭🇰 Hong Kong Exchanges3.17%
- 🇩🇪 FRA1.9%
- 🇫🇷 Euronext Paris1.69%
- 🇨🇭 SIX1.26%
- 🇸🇪 Stockholm Stock Exchange1.06%
- 🇪🇸 Bolsa De Madrid0.68%
- 🇩🇰 Copenhagen Stock Exchange0.47%
- 🇺🇸 Chicago Board Options Exchange0.44%
- 🇦🇪 Dubai Financial Market0.4%
- 🇳🇴 Oslo Stock Exchange0.21%
- 🌍 Digital Currency0.21%
- 🇫🇮 Helsinki Stock Exchange0.11%
- 🇮🇹 Borsa Italiana0.1%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.71%
- 🇬🇧 United Kingdom8.58%
- 🇳🇱 Netherlands7.51%
- 🇨🇳 China4.68%
- 🇩🇪 Germany1.9%
- 🇹🇼 Taiwan1.81%
- 🇫🇷 France1.69%
- 🇨🇭 Switzerland1.26%
- 🇸🇪 Sweden1.06%
- 🇨🇦 Canada0.91%
- 🇪🇸 Spain0.68%
- 🇰🇷 South Korea0.57%
- 🇮🇹 Italy0.5%
- 🇩🇰 Denmark0.47%
- 🇳🇴 Norway0.21%
- 🇮🇱 Israel0.19%
- 🇫🇮 Finland0.11%
- 🇧🇷 Brazil0.1%
- 🇮🇪 Ireland0.1%
- 🇰🇾 Cayman Islands0.09%
- 🇱🇺 Luxembourg0.09%
- 🇭🇰 Hong Kong0.05%
- 🇿🇦 South Africa0.03%
- 🇺🇾 Uruguay0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.74%
32 out of 47 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (7.5%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.2% | 1% | - |
 Rayeiris | 0.12% | 0.88% | - |
 thomaspj | 0.08% | 0.84% | - |
 SHEL | 0.04% | 3.92% | $2.7 |
 MSFT | 0.04% | 0.77% | $3 |
 ASML.NV | 0.04% | 0.58% | $6.1 |
 MBG.DE | 0.03% | 7.5% | $5.3 |
 AVGO | 0.03% | 0.72% | $19.7 |
 CPHequities | 0.03% | 0.8% | - |
 IBM | 0.02% | 2.31% | $6.65 |
 GOOG | 0.02% | 0.26% | $0.2 |
 VOLV-A.ST | 0.02% | 2.62% | $7.5 |
 MRK | 0.02% | 3.02% | $3.04 |
 A.US | 0.01% | 0.74% | $0.93 |
 META | 0.01% | 0.35% | $1 |
 WMT | 0.01% | 0.8% | $0.81 |
 ULVR.L | 0% | 3.61% | $1.47 |
 AAPL | 0% | 0.42% | $0.97 |
 SMSN.L | 0% | 0.85% | $23.68 |
 TMO | 0% | 0.28% | $1.48 |
 BABA | 0% | 0.62% | $0.98 |
 Fin-Tech | 0% | 0.52% | - |
 RTX | 0% | 1.36% | $2.44 |
 AMGN | 0% | 2.96% | $8.76 |
 Congress-Buys | 0% | 0.32% | - |
 CRM | 0% | 0.76% | $0.4 |
 AME | 0% | 0.59% | $1.06 |
 PHIN | 0% | 1.6% | $1 |
 MU | 0% | 0.12% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 MICC.L | 0% | -0.02% | - |
 SDZNY | 0% | -0.53% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Calmar Ratio
0.67
0.67
0
0.3
0.6
1
1
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
1.65
1.65
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
-0.02
-0.02
-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
33.92
High:
WBD
150.53WBDLow:
IRON
-13.81IRONDetails
PEG Ratio
1,522.38
High:SHEL
52,288.73SHELLow:
NIO
-124.22NIODetails
Price/Book
9.52
High:AAPL
49.43AAPLLow:
ATO.PA
-11.33ATO.PADetails
Price/Sales
7.51
High:AVGO
25.45AVGOLow:IRON
-IRONDetails
Price/CF
22.36
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.47MBG.DEDetails
Price/FCF
62.63
High:
SOLV
256.08SOLVLow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
33.92
High:WBD
150.53WBDLow:IRON
-13.81IRONDetails
PEG Ratio
1,522.38
High:SHEL
52,288.73SHELLow:NIO
-124.22NIODetails
Price/Book
9.52
High:AAPL
49.43AAPLLow:ATO.PA
-11.33ATO.PADetails
Price/Sales
7.51
High:AVGO
25.45AVGOLow:IRON
-IRONDetails
Price/CF
22.36
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.47MBG.DEDetails
Price/FCF
62.63
High:SOLV
256.08SOLVLow: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 |
-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 |