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+0.01%
Today
-3.83%
This Month
-10%
Year To Date
+18.04%
2 Years
+64.96%
5 Years
+16.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading64.33%
- 🖥️ Technology Services13.64%
- 🛍️ Retail Trade6.36%
- 💻 Electronic Technology5.79%
- 💵 Cash1.19%
- 🛠️ Producer Manufacturing0.79%
- ⛏️ Energy Minerals0.65%
- 🚗 Consumer Durables0.5%
- 🧬 Health Technology0.21%
- 💼 Commercial Services0.19%
- 💇♀️ Consumer Services0.18%
- 🍞 Consumer Non Durables0.16%
- 🪨 Non Energy Minerals0.14%
- 💰 Finance0.05%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.91%
- 🇺🇸 Nasdaq25.6%
- 🇺🇸 NYSE9.2%
- 🇳🇱 Euronext Amsterdam4.37%
- 🇭🇰 Hong Kong Exchanges1.16%
- 🇩🇪 FRA1.02%
- 🇸🇪 Stockholm Stock Exchange0.9%
- 🌍 Digital Currency0.35%
- 🇨🇭 SIX0.35%
- 🇫🇷 Euronext Paris0.3%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇮🇹 Borsa Italiana0.11%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇦🇪 Dubai Financial Market0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.75%
- 🇳🇱 Netherlands4.53%
- 🇨🇳 China2.41%
- 🇬🇧 United Kingdom1.13%
- 🇩🇪 Germany1.02%
- 🇸🇪 Sweden0.9%
- 🇨🇭 Switzerland0.63%
- 🇰🇷 South Korea0.45%
- 🇯🇵 Japan0.45%
- 🇫🇷 France0.3%
- 🇮🇱 Israel0.3%
- 🇭🇰 Hong Kong0.29%
- 🇹🇼 Taiwan0.24%
- 🇨🇦 Canada0.15%
- 🇮🇹 Italy0.11%
- 🇮🇪 Ireland0.1%
- 🇩🇰 Denmark0.07%
- 🇰🇾 Cayman Islands0.05%
- 🇪🇸 Spain0.03%
- 🇧🇷 Brazil0.02%
- 🇺🇾 Uruguay0.01%
- 🇳🇴 Norway0.01%
- 🇱🇺 Luxembourg0%
- 🇫🇮 Finland0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.48%
31 out of 46 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Driverless | 0.11% | 1.17% | - |
 YieldKing | 0.05% | 4.41% | - |
 ASML.NV | 0.05% | 1.14% | $6.1 |
 MSFT | 0.04% | 0.88% | $3 |
 MBG.DE | 0.04% | 8.57% | $5.3 |
 CPHequities | 0.03% | 0.78% | - |
 SHEL | 0.03% | 4.27% | $2.7 |
 IBM | 0.03% | 2.8% | $6.65 |
 GOOG | 0.02% | 0.52% | $0.2 |
 VOLV-A.ST | 0.02% | 3.17% | $7.5 |
 META | 0.01% | 0.4% | $1 |
 WMT | 0.01% | 1.01% | $0.81 |
 JeppeKirkBonde | 0.01% | 1.55% | - |
 SBUX | 0.01% | 2.94% | $2.24 |
 ULVR.L | 0.01% | 3.09% | $1.47 |
 GoldenEnergy | 0% | 1.12% | - |
 SMSN.L | 0% | 2.48% | $23.68 |
 AAPL | 0% | 0.51% | $0.97 |
 Congress-Buys | 0% | 0.75% | - |
 BABA | 0% | 0.9% | $0.98 |
 AVGO | 0% | 1.31% | $19.7 |
 Fin-Tech | 0% | 0.62% | - |
 RTX | 0% | 1.96% | $2.44 |
 CRM | 0% | 0.65% | $0.4 |
 MAG | 0% | 1.15% | - |
 AME | 0% | 0.73% | $1.06 |
 PHIN | 0% | 2.48% | $1 |
 MU | 0% | 0.67% | $0.46 |
 NVDA | 0% | 0.04% | $0.02 |
 SVITZR.CO | 0% | 2.91% | - |
 SDZNY | 0% | 1.01% | $0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MAG | Pay Day | Apr 21, 2025 | $0.18 |
 CVS (CPHequities) | Ex-Dividend | Apr 22, 2025 | $0.66 |
 QFIN (Fin-Tech) | Ex-Dividend | Apr 23, 2025 | $0.70 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
CRM (CPHequities) | Pay Day | Apr 24, 2025 | $0.42 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
 GE (Congress-Buys) | Pay Day | Apr 25, 2025 | $0.36 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
 AGNC (YieldKing) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
CVS (CPHequities) | Pay Day | May 1, 2025 | $0.66 |
 MRVL (Driverless) | Pay Day | May 1, 2025 | $0.06 |
 GLEN.L (YieldKing) | Ex-Dividend | May 1, 2025 | $0.05 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6, 2025 | $0.14 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
FINV (Fin-Tech) | Pay Day | May 7, 2025 | $0.28 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
AGNC (YieldKing) | Pay Day | May 9, 2025 | $0.12 |
 HWM (Congress-Buys) | Ex-Dividend | May 9, 2025 | $0.10 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
HEXA-B.ST (Driverless) | Pay Day | May 14, 2025 | $0.14 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (YieldKing) | Ex-Dividend | May 15, 2025 | $0.83 |
 ABBV (Congress-Buys) | Pay Day | May 15, 2025 | $1.64 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 NEXI.MI (Fin-Tech) | Ex-Dividend | May 19, 2025 | $0.26 |
 WKL.NV (Fin-Tech) | Ex-Dividend | May 19, 2025 | $1.58 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
NEXI.MI (Fin-Tech) | Pay Day | May 21, 2025 | $0.26 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
AMAT (Congress-Buys) | Ex-Dividend | May 22, 2025 | $0.46 |
WMT | Pay Day | May 27, 2025 | $0.24 |
 JNJ (YieldKing) | Ex-Dividend | May 27, 2025 | $1.30 |
HWM (Congress-Buys) | Pay Day | May 27, 2025 | $0.10 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
 IBKR (Fin-Tech) | Ex-Dividend | May 30, 2025 | $0.32 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
QFIN (Fin-Tech) | Pay Day | Jun 2, 2025 | $0.70 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
GLEN.L (YieldKing) | Pay Day | Jun 4, 2025 | $0.05 |
 QCOM (Driverless) | Ex-Dividend | Jun 5, 2025 | $0.89 |
JNJ (YieldKing) | Pay Day | Jun 10, 2025 | $1.30 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11, 2025 | $0.04 |
WKL.NV (Fin-Tech) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (YieldKing) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (Congress-Buys) | Pay Day | Jun 12, 2025 | $0.46 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
IBKR (Fin-Tech) | Pay Day | Jun 13, 2025 | $0.32 |
 IYE (GoldenEnergy) | Pay Day | Jun 17, 2025 | $- |
 IXC (GoldenEnergy) | Pay Day | Jun 17, 2025 | $- |
 ICLN (GoldenEnergy) | Pay Day | Jun 17, 2025 | $- |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
QCOM (Driverless) | Pay Day | Jun 26, 2025 | $0.89 |
 BATS.L (YieldKing) | Ex-Dividend | Jun 26, 2025 | $0.76 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 PLUS.L (YieldKing) | Pay Day | Jul 9, 2025 | $0.40 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
00175.HK (Driverless) | Pay Day | Jul 25, 2025 | $0.04 |
BATS.L (YieldKing) | Pay Day | Aug 1, 2025 | $0.76 |
 INDA (CPHequities) | Pay Day | Dec 20, 2025 | $- |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
 GDX (GoldenEnergy) | Pay Day | Dec 24, 2025 | $- |
 TAN (GoldenEnergy) | Pay Day | Dec 27, 2025 | $- |
Performance Metrics
Score 6.7/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
5.26
5.26
-2
0
2
6
6
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
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
0.81
0.81
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
5.26
5.26
-2
0
2
6
6
Omega Ratio
1.1
1.1
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
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
26.13
High:
NOW
112.88NOWLow:
SDZNY
-22,355.56SDZNYDetails
PEG Ratio
126.89
High:
VOLV-A.ST
908.28VOLV-A.STLow:
NIO
-17.71NIODetails
Price/Book
7.35
High:
AAPL
44.38AAPLLow:
SBUX
-12.39SBUXDetails
Price/Sales
5.02
High:
ADYEN.NV
20.07ADYEN.NVLow:
IRON
-IRONDetails
Price/CF
21.38
High:
ATO.PA
180.72ATO.PALow:
MBG.DE
2.93MBG.DEDetails
Price/FCF
50
High:
MU
1,171.75MULow:
WBD
5.86WBDDetails
P/E Ratio
26.13
High:NOW
112.88NOWLow:SDZNY
-22,355.56SDZNYDetails
PEG Ratio
126.89
High:VOLV-A.ST
908.28VOLV-A.STLow:NIO
-17.71NIODetails
Price/Book
7.35
High:AAPL
44.38AAPLLow:SBUX
-12.39SBUXDetails
Price/Sales
5.02
High:ADYEN.NV
20.07ADYEN.NVLow:IRON
-IRONDetails
Price/CF
21.38
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.93MBG.DEDetails
Price/FCF
50
High:MU
1,171.75MULow:WBD
5.86WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.76% | Nov 2021 | Feb 2024 | 27 |
-11.99% | Feb 2025 | - | 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 |