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+0.13%
This Month
+14.58%
Year To Date
+54.73%
2 Years
+170.33%
5 Years
+170.33%
10 Years
+28.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services16.61%
- 👥 Copy Trading15.93%
- 💵 Cash11.05%
- 💻 Electronic Technology9.05%
- 🍞 Consumer Non Durables5.8%
- 📊 ETFs5.76%
- 🧬 Health Technology5.24%
- 💰 Finance5.03%
- 🪨 Non Energy Minerals4.81%
- 🛍️ Retail Trade4.28%
- 💼 Commercial Services2.62%
- 🏭 Industrial Services2.61%
- 🚚 Transportation1.95%
- 📡 Communications1.84%
- 🧪 Process Industries1.33%
- 🏥 Health Services1.31%
- 🚗 Consumer Durables0.85%
- ⚡ Utilities0.84%
- 💇♀️ Consumer Services0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.22%
- 🇺🇸 Nasdaq26.55%
- 🇬🇧 LSE4.7%
- 🇫🇷 Euronext Paris3.47%
- 🇭🇰 Hong Kong Exchanges3.36%
- 🇳🇴 Oslo Stock Exchange2.64%
- 🇩🇪 FRA2.09%
- 🇨🇭 SIX1.45%
- 🇪🇸 Bolsa De Madrid1.23%
- 🇳🇱 Euronext Amsterdam1.09%
- 🇮🇹 Borsa Italiana0.86%
- 🇩🇰 Copenhagen Stock Exchange0.4%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇦🇪 Dubai Financial Market0.18%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.05%
- 🇨🇦 Canada4.1%
- 🇫🇷 France3.47%
- 🇨🇳 China3.38%
- 🇳🇴 Norway2.64%
- 🇪🇸 Spain2.3%
- 🇩🇪 Germany2.09%
- 🇬🇧 United Kingdom1.98%
- 🇨🇭 Switzerland1.45%
- 🇰🇷 South Korea1.4%
- 🇳🇱 Netherlands1.2%
- 🇰🇾 Cayman Islands1.18%
- 🇱🇺 Luxembourg0.95%
- 🇨🇱 Chile0.9%
- 🇮🇹 Italy0.86%
- 🇹🇼 Taiwan0.58%
- 🇩🇰 Denmark0.4%
- 🇸🇪 Sweden0.13%
- 🇮🇱 Israel0.07%
- 🇫🇮 Finland0.05%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.22%
57 out of 73 instruments pay dividend.
31 dividend payments in the next 30 days.
Highest Dividend: $ENB (5.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.14% | 1.45% | - |
 ENB | 0.06% | 5.7% | $2.66 |
 SAN.PA | 0.04% | 4.94% | $3.76 |
 SQM | 0.04% | 4.14% | $1.36 |
 MFC | 0.04% | 4.12% | $1.13 |
 BMO | 0.04% | 3.66% | $4.4 |
 T | 0.04% | 3.76% | $1.11 |
 NESN.ZU | 0.03% | 4.04% | $3 |
 KMB | 0.03% | 3.87% | $4.8 |
 UCG.MI | 0.03% | 3.69% | $1.8 |
 thomaspj | 0.03% | 0.51% | - |
 JNJ | 0.03% | 2.86% | $4.81 |
 TAP | 0.03% | 3.69% | $1.7 |
 PEXIP.OL | 0.03% | 3.12% | - |
 BN.PA | 0.03% | 2.87% | $2.1 |
 ITX.MC | 0.03% | 3.24% | $1.11 |
 SCCO | 0.03% | 2.76% | $3.76 |
 NEE | 0.03% | 3.14% | $1.97 |
 VXUS | 0.03% | 2.83% | - |
 DTE.DE | 0.03% | 2.84% | $0.77 |
 0700.HK | 0.02% | 0.74% | $3.4 |
 SMSN.L | 0.02% | 1.69% | $23.68 |
 PG | 0.02% | 2.59% | $3.83 |
 SBUX | 0.02% | 2.86% | $2.24 |
 UNP | 0.02% | 2.46% | $5.2 |
 CSCO | 0.02% | 2.44% | $1.58 |
 IBM | 0.02% | 2.7% | $6.65 |
 RMS.PA | 0.02% | 1.28% | $25 |
 IAG.L | 0.02% | 1.84% | - |
 WFC | 0.02% | 2.09% | $1.4 |
 ELV | 0.02% | 2.16% | $6.22 |
 ABT | 0.02% | 1.75% | $2.16 |
 GEF | 0.02% | 3.56% | $2.08 |
 VO | 0.01% | 1.53% | - |
 AVGO | 0.01% | 0.69% | $19.7 |
 FCX | 0.01% | 1.3% | $0.6 |
 UNH | 0.01% | 2.74% | $7.74 |
 C | 0.01% | 2.39% | $2.12 |
 WM | 0.01% | 1.47% | $2.9 |
 NORBT.OL | 0.01% | 1.55% | - |
 LLY | 0.01% | 0.8% | $4.86 |
 ATYM.L | 0.01% | 1.11% | - |
 CRM | 0.01% | 0.65% | $0.4 |
 ASML.NV | 0.01% | 0.98% | $6.1 |
 SAP.DE | 0.01% | 1.03% | $2.2 |
 META | 0.01% | 0.27% | $1 |
 NOVO-B.CO | 0.01% | 3.33% | $9.4 |
 MCO | 0.01% | 0.74% | $3.24 |
 ORCL | 0.01% | 0.77% | $1.6 |
 KIT.OL | 0% | 0.61% | - |
 FTEC | 0% | 0.46% | - |
 VUG | 0% | 0.45% | - |
 AAPL | 0% | 0.43% | $0.97 |
 IWF | 0% | 0.42% | - |
 GOOG | 0% | 0.35% | $0.2 |
 SCHG | 0% | 0.39% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (thomaspj) | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
ELV | Ex-Dividend | Sep 10, 2025 | $1.71 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
 MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (thomaspj) | Ex-Dividend | Sep 11, 2025 | $0.01 |
WM | Ex-Dividend | Sep 12, 2025 | $0.82 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (thomaspj) | Pay Day | Sep 15, 2025 | $0.21 |
GEF | Ex-Dividend | Sep 16, 2025 | $0.56 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
TAP | Pay Day | Sep 19, 2025 | $0.47 |
MFC | Pay Day | Sep 19, 2025 | $0.32 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
ELV | Pay Day | Sep 25, 2025 | $1.71 |
WM | Pay Day | Sep 26, 2025 | $0.82 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
UNP | Pay Day | Sep 30, 2025 | $1.38 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
GEF | Pay Day | Oct 1, 2025 | $0.56 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
KMB | Pay Day | Oct 2, 2025 | $1.26 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (thomaspj) | Pay Day | Oct 2, 2025 | $0.01 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
ENB | Ex-Dividend | Nov 14, 2025 | $0.68 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
ENB | Pay Day | Dec 1, 2025 | $0.68 |
 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 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.9/10
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.77
2.77
0
1
2
3
3
Jensen's Alpha
38.6
38.6
-2
0
2
39
39
Omega Ratio
2.93
2.93
0
1
1.5
3
3
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
2.3
2.3
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.77
2.77
0
1
2
3
3
Jensen's Alpha
38.6
38.6
-2
0
2
39
39
Omega Ratio
2.93
2.93
0
1
1.5
3
3
Treynor Ratio
1.83
1.83
0
0.75
1.25
2
2
Information Ratio
0.38
0.38
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.81
High:
SPOT
166.05SPOTLow:
MH
-37.33MHDetails
PEG Ratio
883.53
High:
AAPL
24,779.06AAPLLow:MH
-67.17MHDetails
Price/Book
7.99
High:AAPL
54.11AAPLLow:
ARX
-127.05ARXDetails
Price/Sales
6.4
High:
IE
309.03IELow:
ELV
0.37ELVDetails
Price/CF
21.56
High:
TTWO
434.3TTWOLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
48.75
High:
NEE
2,356.18NEELow:
MFC
3.03MFCDetails
P/E Ratio
32.81
High:SPOT
166.05SPOTLow:MH
-37.33MHDetails
PEG Ratio
883.53
High:AAPL
24,779.06AAPLLow:MH
-67.17MHDetails
Price/Book
7.99
High:AAPL
54.11AAPLLow:ARX
-127.05ARXDetails
Price/Sales
6.4
High:IE
309.03IELow:ELV
0.37ELVDetails
Price/CF
21.56
High:TTWO
434.3TTWOLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
48.75
High:NEE
2,356.18NEELow:MFC
3.03MFCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.29% | Nov 2021 | - | 47 |
-8.91% | Sep 2021 | Oct 2021 | 1 |