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+0.22%
Today
+1.2%
This Month
+18.15%
Year To Date
+49.68%
2 Years
+65.78%
5 Years
+11.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading94.51%
- 💵 Cash0.61%
- 🚚 Transportation0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.78%
- 🇺🇸 NYSE26.75%
- 🇨🇭 SIX5.53%
- 🇩🇪 FRA4.69%
- 🇪🇸 Bolsa De Madrid4.55%
- 🇺🇸 Chicago Board Options Exchange2.23%
- 🇩🇰 Copenhagen Stock Exchange2.02%
- 🇦🇪 Dubai Financial Market1.78%
- 🇭🇰 Hong Kong Exchanges1.73%
- 🇫🇷 Euronext Paris1.54%
- 🇸🇪 Stockholm Stock Exchange1.17%
- 🇬🇧 LSE1.04%
- 🇳🇴 Oslo Stock Exchange1.03%
- 🇫🇮 Helsinki Stock Exchange0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.29%
- 🇹🇼 Taiwan6.18%
- 🇨🇭 Switzerland5.53%
- 🇩🇪 Germany4.69%
- 🇪🇸 Spain4.55%
- 🇨🇦 Canada2.26%
- 🇩🇰 Denmark2.02%
- 🇨🇳 China1.95%
- 🇫🇷 France1.54%
- 🇸🇪 Sweden1.17%
- 🇳🇱 Netherlands1.05%
- 🇳🇴 Norway1.03%
- 🇮🇱 Israel0.79%
- 🇱🇺 Luxembourg0.57%
- 🇫🇮 Finland0.55%
- 🇰🇷 South Korea0.42%
- 🇧🇷 Brazil0.34%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
1.33%
1 out of 3 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 1.33% | 1.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (JeppeKirkBonde) | Pay Day | Jul 22, 2025 | $0.12 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 5.1/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.25
High:
03690.HK
17.2503690.HKLow:03690.HK
17.2503690.HKDetails
PEG Ratio
11.01
High:03690.HK
11.0103690.HKLow:03690.HK
11.0103690.HKDetails
Price/Book
3.8
High:03690.HK
3.803690.HKLow:03690.HK
3.803690.HKDetails
Price/Sales
1.98
High:03690.HK
1.9803690.HKLow:03690.HK
1.9803690.HKDetails
Price/CF
14.28
High:03690.HK
14.2803690.HKLow:03690.HK
14.2803690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
P/E Ratio
17.25
High:03690.HK
17.2503690.HKLow:03690.HK
17.2503690.HKDetails
PEG Ratio
11.01
High:03690.HK
11.0103690.HKLow:03690.HK
11.0103690.HKDetails
Price/Book
3.8
High:03690.HK
3.803690.HKLow:03690.HK
3.803690.HKDetails
Price/Sales
1.98
High:03690.HK
1.9803690.HKLow:03690.HK
1.9803690.HKDetails
Price/CF
14.28
High:03690.HK
14.2803690.HKLow:03690.HK
14.2803690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.68% | Nov 2021 | Dec 2023 | 25 |
-5.95% | Feb 2025 | May 2025 | 3 |
-4.45% | Jul 2021 | Oct 2021 | 3 |
-1.55% | Apr 2024 | May 2024 | 1 |
-1.11% | Dec 2024 | Jan 2025 | 1 |
-1.1% | Jan 2024 | Feb 2024 | 1 |
-0.99% | Oct 2024 | Nov 2024 | 1 |