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+0.1%
Today
-0.45%
This Month
-2.94%
Year To Date
+27.39%
2 Years
+42.15%
5 Years
+16.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.45%
- 💵 Cash27.35%
- 🖥️ Technology Services15.63%
- 🛍️ Retail Trade7.6%
- 💻 Electronic Technology4.74%
- 🧬 Health Technology4.33%
- 🍞 Consumer Non Durables3.56%
- ⛏️ Energy Minerals2.11%
- 🚗 Consumer Durables1.03%
- 🪙 Cryptocurrencies0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.35%
- 🇺🇸 NYSE18.47%
- 🇬🇧 LSE2.23%
- 🇨🇭 SIX1.44%
- 🇪🇸 Bolsa De Madrid1.35%
- 🇩🇪 FRA1.09%
- 🌍 Digital Currency1.09%
- 🇺🇸 Chicago Board Options Exchange0.65%
- 🇩🇰 Copenhagen Stock Exchange0.57%
- 🇫🇷 Euronext Paris0.54%
- 🇳🇴 Oslo Stock Exchange0.51%
- 🇭🇰 Hong Kong Exchanges0.44%
- 🇦🇪 Dubai Financial Market0.44%
- 🇸🇪 Stockholm Stock Exchange0.35%
- 🇫🇮 Helsinki Stock Exchange0.15%
- 🇳🇱 Euronext Amsterdam0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.57%
- 🇨🇭 Switzerland1.44%
- 🇪🇸 Spain1.35%
- 🇬🇧 United Kingdom1.34%
- 🇹🇼 Taiwan1.29%
- 🇮🇱 Israel1.28%
- 🇩🇪 Germany1.09%
- 🇧🇷 Brazil0.94%
- 🇯🇵 Japan0.86%
- 🇳🇱 Netherlands0.71%
- 🇨🇴 Colombia0.68%
- 🇨🇦 Canada0.61%
- 🇩🇰 Denmark0.57%
- 🇫🇷 France0.54%
- 🇳🇴 Norway0.51%
- 🇨🇳 China0.51%
- 🇸🇪 Sweden0.35%
- 🇱🇺 Luxembourg0.17%
- 🇫🇮 Finland0.15%
- 🇰🇷 South Korea0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.79%
12 out of 15 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: AmitKup (5.48%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 COST | Ex-Dividend | May 2, 2025 | $1.30 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
 ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
 ASML.NV (NIQUE3) | Pay Day | May 6, 2025 | $2.10 |
 WFRD (NIQUE3) | Ex-Dividend | May 6, 2025 | $0.25 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (NIQUE3) | Ex-Dividend | May 15, 2025 | $0.83 |
COST | Pay Day | May 16, 2025 | $1.30 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
WFRD (NIQUE3) | Pay Day | Jun 5, 2025 | $0.25 |
 GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (NIQUE3) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (NIQUE3) | Pay Day | Jun 12, 2025 | $0.83 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (NIQUE3) | Pay Day | Jun 16, 2025 | $0.21 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 6.8/10
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
15.01
15.01
-2
0
2
16
16
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
4.53
4.53
0
0.75
1.25
5
5
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Beta
0.32
0.32
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
15.01
15.01
-2
0
2
16
16
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
4.53
4.53
0
0.75
1.25
5
5
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.5
0.5
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.14
High:
TSLA
157.22TSLALow:
CVX
14.45CVXDetails
PEG Ratio
133.7
High:
COST
337.87COSTLow:
NVDA
25.29NVDADetails
Price/Book
8.6
High:NVDA
33.55NVDALow:CVX
1.63CVXDetails
Price/Sales
6.51
High:NVDA
20.59NVDALow:CVX
1.29CVXDetails
Price/CF
22.9
High:NVDA
54.98NVDALow:CVX
8.17CVXDetails
Price/FCF
51.19
High:
KO
272.99KOLow:
GOOG
29.5GOOGDetails
P/E Ratio
28.14
High:TSLA
157.22TSLALow:CVX
14.45CVXDetails
PEG Ratio
133.7
High:COST
337.87COSTLow:NVDA
25.29NVDADetails
Price/Book
8.6
High:NVDA
33.55NVDALow:CVX
1.63CVXDetails
Price/Sales
6.51
High:NVDA
20.59NVDALow:CVX
1.29CVXDetails
Price/CF
22.9
High:NVDA
54.98NVDALow:CVX
8.17CVXDetails
Price/FCF
51.19
High:KO
272.99KOLow:GOOG
29.5GOOGDetails
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 |
-4.89% | Feb 2025 | - | 3 |
-4.75% | Sep 2021 | Oct 2021 | 1 |
-1.43% | Jul 2021 | Aug 2021 | 1 |
-0.71% | May 2021 | Jun 2021 | 1 |
-0.56% | Jul 2024 | Sep 2024 | 2 |