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-1.59%
This Month
+12.16%
Year To Date
+33.71%
2 Years
+33.71%
5 Years
+33.71%
10 Years
+15.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading82.77%
- 📊 ETFs7.49%
- 🧬 Health Technology6.23%
- 🏭 Industrial Services3.92%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.36%
- 🇺🇸 Nasdaq24.4%
- 🌍 Digital Currency14.31%
- 🇫🇷 Euronext Paris11.06%
- 🇬🇧 LSE4.53%
- 🇨🇭 SIX2.66%
- 🇩🇪 FRA1.88%
- 🇪🇸 Bolsa De Madrid1.64%
- 🇺🇸 Chicago Board Options Exchange1.24%
- 🇩🇰 Copenhagen Stock Exchange1.19%
- 🇳🇱 Euronext Amsterdam1%
- 🇦🇪 Dubai Financial Market0.93%
- 🇸🇪 Stockholm Stock Exchange0.82%
- 🇭🇰 Hong Kong Exchanges0.64%
- 🇳🇴 Oslo Stock Exchange0.49%
- 🇮🇹 Borsa Italiana0.3%
- 🇫🇮 Helsinki Stock Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.15%
- 🇫🇷 France11.06%
- 🇹🇼 Taiwan4.3%
- 🇨🇭 Switzerland2.66%
- 🇬🇧 United Kingdom2.27%
- 🇨🇦 Canada1.93%
- 🇩🇪 Germany1.88%
- 🇪🇸 Spain1.64%
- 🇳🇱 Netherlands1.62%
- 🇩🇰 Denmark1.19%
- 🇸🇪 Sweden0.82%
- 🇨🇳 China0.76%
- 🇮🇪 Ireland0.55%
- 🇳🇴 Norway0.49%
- 🇮🇹 Italy0.3%
- 🇫🇮 Finland0.27%
- 🇰🇷 South Korea0.27%
- 🇰🇾 Cayman Islands0.23%
- 🇮🇱 Israel0.21%
- 🇱🇺 Luxembourg0.19%
- 🇧🇷 Brazil0.19%
- 🇭🇰 Hong Kong0.15%
- 🇿🇦 South Africa0.11%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.11%
5 out of 7 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $SAN.PA (4.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.47% | 1.05% | - |
 SAN.PA | 0.3% | 4.86% | $3.76 |
 DG.PA | 0.15% | 3.95% | $4.5 |
 CPHequities | 0.1% | 0.71% | - |
 thomaspj | 0.08% | 0.78% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (CPHequities) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
TSM (CPHequities) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.3/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-5.77
-5.77
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
-5.77
-5.77
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
1.51
1.51
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12
High:
DG.PA
14.18DG.PALow:
SAN.PA
11.28SAN.PADetails
PEG Ratio
134.77
High:DG.PA
334.1DG.PALow:SAN.PA
9.47SAN.PADetails
Price/Book
1.63
High:DG.PA
2.33DG.PALow:SAN.PA
1.45SAN.PADetails
Price/Sales
1.69
High:SAN.PA
2.58SAN.PALow:DG.PA
0.92DG.PADetails
Price/CF
8.01
High:SAN.PA
9.02SAN.PALow:DG.PA
6.32DG.PADetails
Price/FCF
17.85
High:SAN.PA
19.55SAN.PALow:DG.PA
14.76DG.PADetails
P/E Ratio
12
High:DG.PA
14.18DG.PALow:SAN.PA
11.28SAN.PADetails
PEG Ratio
134.77
High:DG.PA
334.1DG.PALow:SAN.PA
9.47SAN.PADetails
Price/Book
1.63
High:DG.PA
2.33DG.PALow:SAN.PA
1.45SAN.PADetails
Price/Sales
1.69
High:SAN.PA
2.58SAN.PALow:DG.PA
0.92DG.PADetails
Price/CF
8.01
High:SAN.PA
9.02SAN.PALow:DG.PA
6.32DG.PADetails
Price/FCF
17.85
High:SAN.PA
19.55SAN.PALow:DG.PA
14.76DG.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.47% | Feb 2025 | May 2025 | 3 |
-6.98% | Nov 2025 | - | 2 |
-5.13% | Apr 2024 | May 2024 | 1 |
-2.7% | Jun 2024 | Sep 2024 | 3 |
-1.78% | Dec 2024 | Jan 2025 | 1 |
-1.18% | Sep 2025 | Oct 2025 | 1 |