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-2.71%
This Month
+21.9%
Year To Date
+69.78%
2 Years
+80.02%
5 Years
+68.9%
10 Years
+11.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.42%
- 🧬 Health Technology11.56%
- 🏥 Health Services9.51%
- 💻 Electronic Technology4.76%
- 🖥️ Technology Services2.25%
- 💵 Cash0.69%
- ⛏️ Energy Minerals0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.68%
- 🇺🇸 Nasdaq35.99%
- 🇺🇸 Chicago Board Options Exchange1.52%
- 🇨🇭 SIX1.36%
- 🇬🇧 LSE1.27%
- 🌍 Digital Currency1.25%
- 🇳🇱 Euronext Amsterdam0.77%
- 🇩🇰 Copenhagen Stock Exchange0.64%
- 🇫🇷 Euronext Paris0.45%
- 🇩🇪 FRA0.44%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇦🇪 Dubai Financial Market0.39%
- 🇳🇴 Oslo Stock Exchange0.25%
- 🇫🇮 Helsinki Stock Exchange0.13%
- Regular Trading Hours - RTH0.13%
- 🇭🇰 Hong Kong Exchanges0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.78%
- 🇹🇼 Taiwan2.35%
- 🇨🇭 Switzerland1.36%
- 🇳🇱 Netherlands1.26%
- 🇨🇦 Canada1.03%
- 🇩🇰 Denmark0.64%
- 🇫🇷 France0.45%
- 🇩🇪 Germany0.44%
- 🇸🇪 Sweden0.41%
- 🇰🇷 South Korea0.39%
- 🇬🇧 United Kingdom0.29%
- 🇳🇴 Norway0.25%
- 🇫🇮 Finland0.13%
- 🇨🇳 China0.12%
- 🇱🇺 Luxembourg0.11%
- 🇧🇷 Brazil0.1%
- 🇷🇺 Russia0.08%
- 🇮🇱 Israel0.07%
Dividends
Dividend Yield
0.63%
7 out of 9 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.22% | 0.87% | - |
 UNH | 0.2% | 2.09% | $7.74 |
 radoslawokomski | 0.07% | 0.83% | - |
 LLY | 0.06% | 0.55% | $4.86 |
 AVGO | 0.03% | 0.69% | $19.7 |
 OGZDL.L | 0.03% | 67.74% | - |
 META | 0.01% | 0.38% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
 VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 9988.HK (radoslawokomski) | Pay Day | Jul 6, 2026 | $0.13 |
 TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
 RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 3.3/10
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-4.11
-4.11
-5
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.25
1.25
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-4.11
-4.11
-5
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.49
0.49
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.17
High:AVGO
65.28AVGOLow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
71.99
High:META
325.39METALow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
12.29
High:LLY
34.1LLYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
4.66
High:AVGO
25.34AVGOLow:UNH
0.84UNHDetails
Price/CF
26.53
High:AVGO
61.1AVGOLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
62.69
High:LLY
132.11LLYLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
39.17
High:AVGO
65.28AVGOLow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
71.99
High:META
325.39METALow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
12.29
High:LLY
34.1LLYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
4.66
High:AVGO
25.34AVGOLow:UNH
0.84UNHDetails
Price/CF
26.53
High:AVGO
61.1AVGOLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
62.69
High:LLY
132.11LLYLow: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 |
-2.71% | Jun 2026 | - | 1 |
-2.59% | Dec 2024 | Jan 2025 | 1 |
-1.21% | Jul 2021 | Aug 2021 | 1 |
-0.05% | Dec 2025 | Jan 2026 | 1 |