Loading...
-2.45%
This Month
+7.21%
Year To Date
+20.41%
2 Years
+36.53%
5 Years
+154.66%
10 Years
+16.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading55.2%
- 🖥️ Technology Services16.9%
- 💻 Electronic Technology14.8%
- 🛍️ Retail Trade6.76%
- 🧬 Health Technology3.44%
- ⛏️ Energy Minerals1.32%
- 🛠️ Producer Manufacturing0.81%
- 🚗 Consumer Durables0.35%
- 💵 Cash0.33%
- 🍞 Consumer Non Durables0.12%
- 🏥 Health Services0.04%
- 🪙 Cryptocurrencies0.01%
- 💇♀️ Consumer Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq45.61%
- 🇺🇸 NYSE18.71%
- 🇬🇧 LSE14.43%
- 🇳🇱 Euronext Amsterdam10.33%
- 🇭🇰 Hong Kong Exchanges2.21%
- 🇩🇪 FRA1.49%
- 🇫🇷 Euronext Paris1.26%
- 🇨🇭 SIX1.22%
- 🇸🇪 Stockholm Stock Exchange0.96%
- Regular Trading Hours - RTH0.69%
- 🇮🇹 Borsa Italiana0.54%
- 🇩🇰 Copenhagen Stock Exchange0.46%
- 🇦🇪 Dubai Financial Market0.32%
- 🇪🇸 Bolsa De Madrid0.31%
- 🇺🇸 Chicago Board Options Exchange0.25%
- 🇫🇮 Helsinki Stock Exchange0.25%
- 🇳🇴 Oslo Stock Exchange0.19%
- Tokyo Stock Exchange0.16%
- 🇩🇪 Xetra ETFs0.08%
- 🌍 Digital Currency0.01%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.04%
- 🇳🇱 Netherlands9.54%
- 🇬🇧 United Kingdom6.48%
- 🇨🇳 China2.95%
- 🇹🇼 Taiwan2.04%
- 🇩🇪 Germany1.49%
- 🇫🇷 France1.26%
- 🇨🇭 Switzerland1.22%
- 🇰🇷 South Korea0.99%
- 🇸🇪 Sweden0.96%
- 🇮🇹 Italy0.89%
- 🇨🇦 Canada0.78%
- 🇩🇰 Denmark0.46%
- 🇪🇸 Spain0.31%
- 🇫🇮 Finland0.25%
- 🇳🇴 Norway0.19%
- 🇮🇱 Israel0.13%
- 🇱🇺 Luxembourg0.12%
- 🇧🇷 Brazil0.11%
- 🇰🇾 Cayman Islands0.07%
- 🇺🇾 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 (7.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.18% | 0.88% | - |
 Rayeiris | 0.13% | 1.07% | - |
 thomaspj | 0.06% | 0.75% | - |
 CPHequities | 0.04% | 1.02% | - |
 ASML.NV | 0.04% | 0.53% | $6.1 |
 SHEL | 0.04% | 2.99% | $2.7 |
 MSFT | 0.04% | 0.73% | $3 |
 AVGO | 0.03% | 0.75% | $19.7 |
 MBG.DE | 0.03% | 7.71% | $5.3 |
 IBM | 0.02% | 2.77% | $6.65 |
 GOOG | 0.02% | 0.25% | $0.2 |
 VOLV-A.ST | 0.02% | 2.56% | $7.5 |
 MRK | 0.02% | 2.33% | $3.04 |
 A.US | 0.01% | 0.68% | $0.93 |
 Congress-Buys | 0.01% | 1.52% | - |
 META | 0.01% | 0.31% | $1 |
 WMT | 0.01% | 0.92% | $0.81 |
 ULVR.L | 0% | 3.66% | $1.47 |
 AAPL | 0% | 0.32% | $0.97 |
 TMO | 0% | 0.29% | $1.48 |
 BABA | 0% | 0.95% | $0.98 |
 Fin-Tech | 0% | 0.67% | - |
 SMSN.L | 0% | 0.33% | $23.68 |
 RTX | 0% | 1.44% | $2.44 |
 AMGN | 0% | 2.61% | $8.76 |
 CRM | 0% | 0.68% | $0.4 |
 AME | 0% | 0.56% | $1.06 |
 PHIN | 0% | 1.85% | $1 |
 NVDA | 0% | 0.13% | $0.02 |
 MU | 0% | 0.06% | $0.46 |
 Core-Dynamic | 0% | 0% | - |
 SDZNY | 0% | -0.76% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
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
29.43
High:AVGO
66.58AVGOLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
156.51
High:
NOW
471.47NOWLow:
WBD
-45.16WBDDetails
Price/Book
8.71
High:AAPL
45.02AAPLLow:
ATO.PA
-0.82ATO.PADetails
Price/Sales
7.51
High:AVGO
25.84AVGOLow:
IRON
-IRONDetails
Price/CF
19.78
High:
SOLV
75.9SOLVLow:MBG.DE
3.15MBG.DEDetails
Price/FCF
65.82
High:BABA
1,196.17BABALow:ATO.PA
7.23ATO.PADetails
P/E Ratio
29.43
High:AVGO
66.58AVGOLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
156.51
High:NOW
471.47NOWLow:WBD
-45.16WBDDetails
Price/Book
8.71
High:AAPL
45.02AAPLLow:ATO.PA
-0.82ATO.PADetails
Price/Sales
7.51
High:AVGO
25.84AVGOLow:IRON
-IRONDetails
Price/CF
19.78
High:SOLV
75.9SOLVLow:MBG.DE
3.15MBG.DEDetails
Price/FCF
65.82
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 |
-4.71% | Sep 2020 | Nov 2020 | 2 |
-4.24% | Jun 2026 | - | 4 |
-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 |