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+0.25%
This Month
+4.28%
Year To Date
+34.72%
2 Years
+63.15%
5 Years
+129.74%
10 Years
+17.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.17%
- 🖥️ Technology Services17.15%
- 💻 Electronic Technology12.26%
- 🛍️ Retail Trade6.81%
- 🧬 Health Technology3.19%
- ⛏️ Energy Minerals1.08%
- 🛠️ Producer Manufacturing0.71%
- 🚗 Consumer Durables0.46%
- 🍞 Consumer Non Durables0.13%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 💇♀️ Consumer Services0.01%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.03%
- 🇺🇸 NYSE19.86%
- 🇬🇧 LSE12.47%
- 🇳🇱 Euronext Amsterdam5.89%
- 🇩🇪 Xetra ETFs4.16%
- 🇭🇰 Hong Kong Exchanges3.63%
- 🇩🇪 FRA2.24%
- 🇫🇷 Euronext Paris1.6%
- 🇨🇭 SIX1.21%
- 🇸🇪 Stockholm Stock Exchange0.83%
- 🇪🇸 Bolsa De Madrid0.65%
- 🇩🇰 Copenhagen Stock Exchange0.53%
- 🇺🇸 Chicago Board Options Exchange0.49%
- 🇦🇪 Dubai Financial Market0.38%
- 🌍 Digital Currency0.24%
- 🇳🇴 Oslo Stock Exchange0.2%
- 🇫🇮 Helsinki Stock Exchange0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.55%
- 🇬🇧 United Kingdom8.12%
- 🇳🇱 Netherlands6.14%
- 🇨🇳 China5.12%
- 🇩🇪 Germany2.24%
- 🇫🇷 France1.6%
- 🇹🇼 Taiwan1.57%
- 🇨🇭 Switzerland1.21%
- 🇸🇪 Sweden0.83%
- 🇨🇦 Canada0.66%
- 🇪🇸 Spain0.65%
- 🇮🇹 Italy0.6%
- 🇩🇰 Denmark0.53%
- 🇰🇷 South Korea0.4%
- 🇳🇴 Norway0.2%
- 🇮🇱 Israel0.11%
- 🇫🇮 Finland0.11%
- 🇰🇾 Cayman Islands0.11%
- 🇮🇪 Ireland0.09%
- 🇧🇷 Brazil0.09%
- 🇱🇺 Luxembourg0.08%
- 🇿🇦 South Africa0.06%
- 🇭🇰 Hong Kong0.06%
- 🇺🇾 Uruguay0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.75%
31 out of 46 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (8.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.19% | 1% | - |
 Rayeiris | 0.14% | 0.91% | - |
 thomaspj | 0.08% | 0.85% | - |
 SHEL | 0.04% | 3.89% | $2.7 |
 ASML.NV | 0.04% | 0.74% | $6.1 |
 MSFT | 0.04% | 0.66% | $3 |
 MBG.DE | 0.04% | 8.01% | $5.3 |
 AVGO | 0.03% | 0.68% | $19.7 |
 IBM | 0.02% | 2.37% | $6.65 |
 GOOG | 0.02% | 0.32% | $0.2 |
 CPHequities | 0.02% | 0.51% | - |
 VOLV-A.ST | 0.02% | 3.13% | $7.5 |
 MRK | 0.02% | 3.76% | $3.04 |
 META | 0.01% | 0.35% | $1 |
 A.US | 0.01% | 0.69% | $0.93 |
 WMT | 0.01% | 0.88% | $0.81 |
 ULVR.L | 0% | 3.29% | $1.47 |
 AAPL | 0% | 0.39% | $0.97 |
 SMSN.L | 0% | 1.24% | $23.68 |
 TMO | 0% | 0.31% | $1.48 |
 BABA | 0% | 0.6% | $0.98 |
 Fin-Tech | 0% | 0.61% | - |
 RTX | 0% | 1.63% | $2.44 |
 CRM | 0% | 0.65% | $0.4 |
 AMGN | 0% | 3.1% | $8.76 |
 Congress-Buys | 0% | 0.27% | - |
 AME | 0% | 0.65% | $1.06 |
 PHIN | 0% | 2% | $1 |
 MU | 0% | 0.22% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 SDZNY | 0% | -0.66% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RMV.L (Rayeiris) | Pay Day | Oct 24, 2025 | $0.06 |
ASML.NV | Ex-Dividend | Oct 28, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
 C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
ASML.NV | Pay Day | Nov 6, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 MA (CPHequities) | Pay Day | Nov 7, 2025 | $0.76 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (CPHequities) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (Congress-Buys) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (Rayeiris) | Ex-Dividend | Dec 2, 2025 | $6.47 |
GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
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 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (CPHequities) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (CPHequities) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (Congress-Buys) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (Congress-Buys) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
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 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM (CPHequities) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (Congress-Buys) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.7/10
Beta
0.67
0.67
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.36
4.36
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
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
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
4.36
4.36
-2
0
2
5
5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
1.67
1.67
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 weighted open stock positions
P/E Ratio
34.63
High:
SDZNY
115.97SDZNYLow:
IRON
-19.48IRONDetails
PEG Ratio
831.02
High:
AAPL
27,104.01AAPLLow:
ATO.PA
0.65ATO.PADetails
Price/Book
9.88
High:AAPL
59.18AAPLLow:
NIO
-94.18NIODetails
Price/Sales
7.62
High:
AVGO
28.32AVGOLow:IRON
-IRONDetails
Price/CF
22.03
High:ATO.PA
180.72ATO.PALow:
MBG.DE
2.29MBG.DEDetails
Price/FCF
58.69
High:
AMZN
175.86AMZNLow:MBG.DE
3.77MBG.DEDetails
P/E Ratio
34.63
High:SDZNY
115.97SDZNYLow:IRON
-19.48IRONDetails
PEG Ratio
831.02
High:AAPL
27,104.01AAPLLow:ATO.PA
0.65ATO.PADetails
Price/Book
9.88
High:AAPL
59.18AAPLLow:NIO
-94.18NIODetails
Price/Sales
7.62
High:AVGO
28.32AVGOLow:IRON
-IRONDetails
Price/CF
22.03
High:ATO.PA
180.72ATO.PALow:MBG.DE
2.29MBG.DEDetails
Price/FCF
58.69
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 | 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 |