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-1.3%
Today
-1.3%
This Month
+4.44%
Year To Date
+24.51%
2 Years
+24.51%
5 Years
+20.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading95.07%
- 🍞 Consumer Non Durables3.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.75%
- 🇺🇸 NYSE26.35%
- 🌍 Digital Currency24.56%
- 🇫🇷 Euronext Paris4.79%
- 🇬🇧 LSE2.84%
- 🇨🇭 SIX2.83%
- 🇪🇸 Bolsa De Madrid1.92%
- 🇺🇸 Chicago Board Options Exchange1.46%
- 🇩🇰 Copenhagen Stock Exchange1.06%
- 🇩🇪 FRA0.94%
- 🇭🇰 Hong Kong Exchanges0.59%
- 🇸🇪 Stockholm Stock Exchange0.59%
- 🇳🇴 Oslo Stock Exchange0.49%
- 🇮🇹 Borsa Italiana0.27%
- 🇫🇮 Helsinki Stock Exchange0.21%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.4%
- 🇫🇷 France4.79%
- 🇹🇼 Taiwan3.64%
- 🇨🇭 Switzerland2.83%
- 🇬🇧 United Kingdom2.52%
- 🇪🇸 Spain1.92%
- 🇯🇵 Japan1.33%
- 🇳🇱 Netherlands1.07%
- 🇩🇰 Denmark1.06%
- 🇩🇪 Germany0.94%
- 🇨🇦 Canada0.84%
- 🇨🇳 China0.83%
- 🇸🇪 Sweden0.59%
- 🇳🇴 Norway0.49%
- 🇱🇺 Luxembourg0.42%
- 🇮🇪 Ireland0.37%
- 🇰🇾 Cayman Islands0.32%
- 🇮🇹 Italy0.27%
- 🇫🇮 Finland0.21%
- 🇧🇷 Brazil0.16%
- 🇰🇷 South Korea0.16%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.79%
4 out of 5 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $ITP.PA (2.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.5% | 1.24% | - |
 CPHequities | 0.14% | 0.72% | - |
 ITP.PA | 0.09% | 2.38% | $1.15 |
 thomaspj | 0.06% | 0.47% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
 AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 5.1/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.62
2.62
0
1
2
3
3
Jensen's Alpha
-2.86
-2.86
-3
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
4.66
4.66
0
0.3
0.6
5
5
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
1.23
1.23
0
0.5
1
2
2
Sortino Ratio
2.62
2.62
0
1
2
3
3
Jensen's Alpha
-2.86
-2.86
-3
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.34
1.34
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
4.66
4.66
0
0.3
0.6
5
5
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.13% | Apr 2024 | May 2024 | 1 |
-2.7% | Jun 2024 | Sep 2024 | 3 |
-1.78% | Dec 2024 | Jan 2025 | 1 |