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+2.38%
This Month
+32.61%
Year To Date
+84.31%
2 Years
+86.08%
5 Years
+86.08%
10 Years
+13.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading94.01%
- 💵 Cash0.66%
- 🚚 Transportation0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.01%
- 🇺🇸 NYSE26.58%
- 🇨🇭 SIX5.48%
- 🇩🇪 FRA3.93%
- 🇪🇸 Bolsa De Madrid3.09%
- 🇬🇧 LSE2.79%
- 🇺🇸 Chicago Board Options Exchange1.87%
- 🇩🇰 Copenhagen Stock Exchange1.81%
- 🇳🇱 Euronext Amsterdam1.79%
- 🇭🇰 Hong Kong Exchanges1.69%
- 🇫🇷 Euronext Paris1.61%
- 🇦🇪 Dubai Financial Market1.47%
- 🇸🇪 Stockholm Stock Exchange1.39%
- 🇳🇴 Oslo Stock Exchange0.96%
- 🇫🇮 Helsinki Stock Exchange0.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.49%
- 🇹🇼 Taiwan6.05%
- 🇨🇭 Switzerland5.48%
- 🇩🇪 Germany3.93%
- 🇨🇦 Canada3.2%
- 🇪🇸 Spain3.09%
- 🇳🇱 Netherlands3.05%
- 🇨🇳 China2%
- 🇩🇰 Denmark1.81%
- 🇫🇷 France1.61%
- 🇸🇪 Sweden1.39%
- 🇳🇴 Norway0.96%
- 🇫🇮 Finland0.51%
- 🇰🇷 South Korea0.51%
- 🇮🇱 Israel0.5%
- 🇱🇺 Luxembourg0.42%
- 🇧🇷 Brazil0.34%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.94%
1 out of 2 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.94% | 1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (JeppeKirkBonde) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Oct 15, 2025 | $0.15 |
 HST (JeppeKirkBonde) | Pay Day | Oct 15, 2025 | $0.20 |
 MU (JeppeKirkBonde) | Pay Day | Oct 21, 2025 | $0.12 |
JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 5.6/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
1.07
1.07
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
1.07
1.07
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.13
High:
03690.HK
20.1303690.HKLow:03690.HK
20.1303690.HKDetails
PEG Ratio
59.65
High:03690.HK
59.6503690.HKLow:03690.HK
59.6503690.HKDetails
Price/Book
3.21
High:03690.HK
3.2103690.HKLow:03690.HK
3.2103690.HKDetails
Price/Sales
1.66
High:03690.HK
1.6603690.HKLow:03690.HK
1.6603690.HKDetails
Price/CF
15.21
High:03690.HK
15.2103690.HKLow:03690.HK
15.2103690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
P/E Ratio
20.13
High:03690.HK
20.1303690.HKLow:03690.HK
20.1303690.HKDetails
PEG Ratio
59.65
High:03690.HK
59.6503690.HKLow:03690.HK
59.6503690.HKDetails
Price/Book
3.21
High:03690.HK
3.2103690.HKLow:03690.HK
3.2103690.HKDetails
Price/Sales
1.66
High:03690.HK
1.6603690.HKLow:03690.HK
1.6603690.HKDetails
Price/CF
15.21
High:03690.HK
15.2103690.HKLow:03690.HK
15.2103690.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 |