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+0.84%
Today
-4.1%
This Month
+112.53%
Year To Date
+536.13%
2 Years
+536.13%
5 Years
+388.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services28.09%
- 💻 Electronic Technology26.61%
- 🪙 Cryptocurrencies18.25%
- 👥 Copy Trading8.87%
- 🌾 Commodities8.38%
- 🛍️ Retail Trade4.12%
- 🚗 Consumer Durables3.73%
- 💵 Cash2.48%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.28%
- 🌍 Digital Currency18.34%
- 🇺🇸 NYSE16.8%
- 🌍 Commodity8.38%
- 🇨🇭 SIX0.61%
- 🇪🇸 Bolsa De Madrid0.44%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🇫🇷 Euronext Paris0.2%
- 🇩🇪 FRA0.19%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇭🇰 Hong Kong Exchanges0.12%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇬🇧 LSE0.11%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.62%
- 🇱🇺 Luxembourg13.98%
- 🇨🇭 Switzerland0.61%
- 🇹🇼 Taiwan0.55%
- 🇪🇸 Spain0.44%
- 🇳🇱 Netherlands0.36%
- 🇨🇦 Canada0.21%
- 🇯🇵 Japan0.21%
- 🇫🇷 France0.2%
- 🇩🇪 Germany0.19%
- 🇨🇳 China0.14%
- 🇸🇪 Sweden0.13%
- 🇳🇴 Norway0.11%
- 🇫🇮 Finland0.05%
- 🇰🇷 South Korea0.04%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.2%
6 out of 12 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.12% | 1.3% | - |
 AAPL | 0.03% | 0.43% | $0.97 |
 MSFT | 0.03% | 0.74% | $3 |
 META | 0.02% | 0.27% | $1 |
 GOOG | 0.01% | 0.34% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 AGRO (JeppeKirkBonde) | Pay Day | Nov 27 | $0.17 |
 GOLD.BARRICK (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.10 |
 WY (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.20 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
 EQT (JeppeKirkBonde) | Pay Day | Dec 2 | $0.16 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.30 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 HAS (JeppeKirkBonde) | Pay Day | Dec 4 | $0.70 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Dec 5 | $5.10 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Dec 9 | $0.20 |
MSFT | Pay Day | Dec 12 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 12 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 12 | $0.62 |
WY (JeppeKirkBonde) | Pay Day | Dec 13 | $0.20 |
GOOG | Pay Day | Dec 16 | $0.20 |
GOLD.BARRICK (JeppeKirkBonde) | Pay Day | Dec 16 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Dec 16 | $0.20 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 16 | $0.40 |
BLK (JeppeKirkBonde) | Pay Day | Dec 23 | $5.10 |
LMT (JeppeKirkBonde) | Pay Day | Dec 27 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Dec 30 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Dec 31 | $0.40 |
TSM (JeppeKirkBonde) | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 8.4/10
Beta
-3.29
-3.29
-4
0.8
1.2
-4
2
Sharpe Ratio
1.7
1.7
0
0.5
1
2
2
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
1365.53
1365.53
-2
0
2
1366
1366
Omega Ratio
59.08
59.08
0
1
1.5
60
60
Treynor Ratio
-5.76
-5.76
-6
0.75
1.25
2
2
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
-3.29
-3.29
-4
0.8
1.2
-4
2
Sharpe Ratio
1.7
1.7
0
0.5
1
2
2
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
1365.53
1365.53
-2
0
2
1366
1366
Omega Ratio
59.08
59.08
0
1
1.5
60
60
Treynor Ratio
-5.76
-5.76
-6
0.75
1.25
2
2
Information Ratio
1.49
1.49
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.9% | Oct 2024 | - | 1 |
-1.24% | Dec 2023 | Jan 2024 | 1 |