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+14.19%
This Month
+5.71%
Year To Date
+63.54%
2 Years
+46.47%
5 Years
+46.47%
10 Years
+8.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.86%
- 🧬 Health Technology10.14%
- 🏥 Health Services8.26%
- 💻 Electronic Technology6.02%
- 🖥️ Technology Services3.21%
- 💵 Cash0.66%
- ⛏️ Energy Minerals0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.56%
- 🇺🇸 NYSE33.99%
- 🇨🇭 SIX1.41%
- 🇬🇧 LSE1.29%
- 🌍 Digital Currency1.17%
- 🇺🇸 Chicago Board Options Exchange0.81%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇩🇪 FRA0.7%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇫🇷 Euronext Paris0.56%
- 🇸🇪 Stockholm Stock Exchange0.5%
- 🇦🇪 Dubai Financial Market0.47%
- 🇳🇴 Oslo Stock Exchange0.35%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇫🇮 Helsinki Stock Exchange0.17%
- Regular Trading Hours - RTH0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.86%
- 🇹🇼 Taiwan2.32%
- 🇨🇭 Switzerland1.41%
- 🇨🇦 Canada1.37%
- 🇳🇱 Netherlands1.19%
- 🇩🇪 Germany0.7%
- 🇩🇰 Denmark0.69%
- 🇫🇷 France0.56%
- 🇸🇪 Sweden0.5%
- 🇳🇴 Norway0.35%
- 🇬🇧 United Kingdom0.33%
- 🇰🇷 South Korea0.3%
- 🇪🇸 Spain0.27%
- 🇨🇳 China0.22%
- 🇱🇺 Luxembourg0.19%
- 🇫🇮 Finland0.17%
- 🇧🇷 Brazil0.14%
- 🇮🇱 Israel0.12%
- 🇷🇺 Russia0.1%
Dividends
Dividend Yield
0.75%
7 out of 9 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.26% | 0.97% | - |
 UNH | 0.22% | 2.72% | $7.74 |
 radoslawokomski | 0.12% | 1.12% | - |
 LLY | 0.07% | 0.68% | $4.86 |
 AVGO | 0.04% | 0.62% | $19.7 |
 OGZDL.L | 0.04% | 67.74% | - |
 META | 0.01% | 0.31% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
FCX (radoslawokomski) | Pay Day | May 1, 2026 | $0.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (radoslawokomski) | Ex-Dividend | May 21, 2026 | $0.91 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (radoslawokomski) | Pay Day | Jun 11, 2026 | $0.91 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 2.9/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.89
-4.89
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-4.89
-4.89
-5
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.07
High:AVGO
77.96AVGOLow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
46.47
High:AVGO
53.51AVGOLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
12.58
High:LLY
33.01LLYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
5.23
High:AVGO
28.61AVGOLow:UNH
0.66UNHDetails
Price/CF
31.72
High:LLY
60.39LLYLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
80.14
High:LLY
282.99LLYLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
43.07
High:AVGO
77.96AVGOLow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
46.47
High:AVGO
53.51AVGOLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
12.58
High:LLY
33.01LLYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
5.23
High:AVGO
28.61AVGOLow:UNH
0.66UNHDetails
Price/CF
31.72
High:LLY
60.39LLYLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
80.14
High:LLY
282.99LLYLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.43% | Nov 2021 | Jun 2024 | 31 |
-13.76% | Feb 2025 | Jun 2025 | 4 |
-9.2% | Feb 2026 | Apr 2026 | 2 |
-7.49% | Jul 2024 | Nov 2024 | 4 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-2.59% | Dec 2024 | Jan 2025 | 1 |
-1.21% | Jul 2021 | Aug 2021 | 1 |
-0.05% | Dec 2025 | Jan 2026 | 1 |