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-0.43%
This Month
+11.72%
Year To Date
+29.81%
2 Years
+36.09%
5 Years
+257.3%
10 Years
+16.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash44.23%
- 👥 Copy Trading36.8%
- 🛍️ Retail Trade7.26%
- ⛏️ Energy Minerals4.79%
- 💰 Finance2.87%
- 🍞 Consumer Non Durables2.68%
- 💇♀️ Consumer Services2.64%
- 🏥 Health Services1.19%
- 💻 Electronic Technology0.77%
- 🧪 Process Industries0.1%
- 🪙 Cryptocurrencies0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.98%
- 🇺🇸 Nasdaq19.49%
- 🇬🇧 LSE1.82%
- 🇨🇭 SIX1.69%
- 🇪🇸 Bolsa De Madrid1.3%
- 🇩🇪 FRA0.93%
- 🇫🇷 Euronext Paris0.76%
- 🇳🇱 Euronext Amsterdam0.61%
- 🇩🇰 Copenhagen Stock Exchange0.6%
- 🇦🇪 Dubai Financial Market0.58%
- 🌍 Digital Currency0.58%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇸🇪 Stockholm Stock Exchange0.5%
- 🇩🇪 Xetra ETFs0.45%
- 🇭🇰 Hong Kong Exchanges0.4%
- 🇳🇴 Oslo Stock Exchange0.31%
- 🇫🇮 Helsinki Stock Exchange0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.8%
- 🇹🇼 Taiwan2.07%
- 🇧🇷 Brazil1.91%
- 🇨🇭 Switzerland1.69%
- 🇬🇧 United Kingdom1.38%
- 🇪🇸 Spain1.3%
- 🇨🇦 Canada1.29%
- 🇳🇱 Netherlands1%
- 🇩🇪 Germany0.93%
- 🇫🇷 France0.76%
- 🇨🇳 China0.69%
- 🇩🇰 Denmark0.6%
- 🇸🇪 Sweden0.5%
- 🇳🇴 Norway0.31%
- 🇮🇱 Israel0.26%
- 🇫🇮 Finland0.17%
- 🇰🇷 South Korea0.16%
- 🇱🇺 Luxembourg0.12%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.05%
14 out of 17 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $PBR (10.9%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (JeppeKirkBonde) | 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 |
 TTE.PA (NIQUE3) | Ex-Dividend | Dec 31, 2025 | $1.00 |
TTE.PA (NIQUE3) | Pay Day | Jan 5, 2026 | $1.00 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.8/10
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
14.41
14.41
-2
0
2
15
15
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
4.43
4.43
0
0.75
1.25
5
5
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
0.5
0.5
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
14.41
14.41
-2
0
2
15
15
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
4.43
4.43
0
0.75
1.25
5
5
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.52
0.52
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.71
High:
NVDA
43.66NVDALow:
PBR
5.68PBRDetails
PEG Ratio
268.32
High:
MCD
945.82MCDLow:
AMZN
62.01AMZNDetails
Price/Book
5.48
High:NVDA
36.04NVDALow:MCD
-104.93MCDDetails
Price/Sales
3.51
High:NVDA
23.06NVDALow:
UNH
0.71UNHDetails
Price/CF
19.54
High:NVDA
54.84NVDALow:PBR
2.49PBRDetails
Price/FCF
77.1
High:AMZN
225.5AMZNLow:
JPM
29.28JPMDetails
P/E Ratio
26.71
High:NVDA
43.66NVDALow:PBR
5.68PBRDetails
PEG Ratio
268.32
High:MCD
945.82MCDLow:AMZN
62.01AMZNDetails
Price/Book
5.48
High:NVDA
36.04NVDALow:MCD
-104.93MCDDetails
Price/Sales
3.51
High:NVDA
23.06NVDALow:UNH
0.71UNHDetails
Price/CF
19.54
High:NVDA
54.84NVDALow:PBR
2.49PBRDetails
Price/FCF
77.1
High:AMZN
225.5AMZNLow:JPM
29.28JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.56% | Nov 2021 | May 2024 | 30 |
-28.69% | Jul 2019 | Sep 2019 | 2 |
-27.37% | Jul 2017 | May 2019 | 22 |
-9.18% | Nov 2019 | Nov 2020 | 12 |
-4.98% | Feb 2025 | May 2025 | 3 |
-4.75% | Sep 2021 | Oct 2021 | 1 |
-1.43% | Jul 2021 | Aug 2021 | 1 |
-0.71% | May 2021 | Jun 2021 | 1 |
-0.62% | Nov 2025 | - | 2 |
-0.56% | Jul 2024 | Sep 2024 | 2 |