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+0.02%
Today
+0.02%
This Month
-3.49%
Year To Date
+28.23%
2 Years
+38.86%
5 Years
+5.1%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.36%
- 💵 Cash34.27%
- 🪙 Cryptocurrencies4.98%
- 🌾 Commodities2.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.94%
- 🇬🇧 LSE17.15%
- 🇺🇸 NYSE13.44%
- 🌍 Digital Currency4.98%
- 🌍 Commodity2.77%
- 🇨🇭 SIX2.25%
- 🇪🇸 Bolsa De Madrid2.05%
- 🇩🇪 FRA1.8%
- 🇺🇸 Chicago Board Options Exchange0.99%
- 🇩🇰 Copenhagen Stock Exchange0.93%
- 🇭🇰 Hong Kong Exchanges0.73%
- 🇫🇷 Euronext Paris0.72%
- 🇦🇪 Dubai Financial Market0.68%
- 🇸🇪 Stockholm Stock Exchange0.53%
- 🇳🇴 Oslo Stock Exchange0.47%
- 🇫🇮 Helsinki Stock Exchange0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.42%
- 🇨🇭 Switzerland2.35%
- 🇹🇼 Taiwan2.21%
- 🇪🇸 Spain2.05%
- 🇩🇪 Germany1.8%
- 🇯🇵 Japan1.4%
- 🇳🇱 Netherlands1.11%
- 🇨🇳 China1.02%
- 🇩🇰 Denmark0.93%
- 🇨🇦 Canada0.89%
- 🇫🇷 France0.72%
- 🇸🇪 Sweden0.53%
- 🇳🇴 Norway0.47%
- 🇱🇺 Luxembourg0.25%
- 🇫🇮 Finland0.23%
- 🇰🇷 South Korea0.16%
- 🇧🇷 Brazil0.15%
- 🇮🇪 Ireland0.14%
- 🇬🇧 United Kingdom0.07%
- 🇰🇾 Cayman Islands0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.65%
3 out of 7 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: WarrenBuffet-CF (1.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.58% | 1.56% | - |
 WarrenBuffet-CF | 0.05% | 1.73% | - |
 BigTech | 0.01% | 0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 C (WarrenBuffet-CF) | Ex-Dividend | May 5, 2025 | $0.56 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.38 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
ASML (BigTech) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 AXP (WarrenBuffet-CF) | Pay Day | May 9, 2025 | $0.82 |
 MA (WarrenBuffet-CF) | Pay Day | May 9, 2025 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | May 9, 2025 | $0.27 |
 AAPL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $0.26 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
AAPL (WarrenBuffet-CF) | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (BigTech) | Ex-Dividend | May 12, 2025 | $0.26 |
 V (WarrenBuffet-CF) | Ex-Dividend | May 13, 2025 | $0.59 |
AAPL (JeppeKirkBonde) | Pay Day | May 15, 2025 | $0.26 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.26 |
 STZ (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $1.02 |
 KR (WarrenBuffet-CF) | Ex-Dividend | May 15, 2025 | $0.32 |
 ALLY (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.30 |
 AON (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.74 |
AAPL (BigTech) | Pay Day | May 15, 2025 | $0.26 |
MSFT (BigTech) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 MCO (WarrenBuffet-CF) | Ex-Dividend | May 16, 2025 | $0.94 |
 CVX (WarrenBuffet-CF) | Ex-Dividend | May 19, 2025 | $1.71 |
 VRSN (WarrenBuffet-CF) | Ex-Dividend | May 19, 2025 | $0.77 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 AMAT (BigTech) | Ex-Dividend | May 22, 2025 | $0.46 |
C (WarrenBuffet-CF) | Pay Day | May 23, 2025 | $0.56 |
VRSN (WarrenBuffet-CF) | Pay Day | May 28, 2025 | $0.77 |
SIRI (WarrenBuffet-CF) | Pay Day | May 28, 2025 | $0.27 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.40 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.88 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2025 | $0.32 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
V (WarrenBuffet-CF) | Pay Day | Jun 2, 2025 | $0.59 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Jun 6, 2025 | $0.26 |
MCO (WarrenBuffet-CF) | Pay Day | Jun 6, 2025 | $0.94 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX (WarrenBuffet-CF) | Pay Day | Jun 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2025 | $0.24 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TMUS (WarrenBuffet-CF) | Pay Day | Jun 12, 2025 | $0.88 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $1.74 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
BAC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.26 |
KHC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.40 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2025 | $1.74 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-5.05
-5.05
-6
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-5.05
-5.05
-6
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.81% | Nov 2021 | - | 42 |
-6.03% | Mar 2020 | Jul 2020 | 4 |
-5.96% | Jul 2021 | Oct 2021 | 3 |
-2.96% | Sep 2020 | Nov 2020 | 2 |
-0.34% | Mar 2021 | Apr 2021 | 1 |
-0.01% | May 2021 | Jun 2021 | 1 |