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+0.36%
This Month
+19.07%
Year To Date
+63.82%
2 Years
+180.93%
5 Years
+180.93%
10 Years
+28.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.22%
- 🖥️ Technology Services16.54%
- 💵 Cash13.01%
- 💻 Electronic Technology6.92%
- 💰 Finance6.5%
- 🛍️ Retail Trade5.73%
- 📊 ETFs5.59%
- 🍞 Consumer Non Durables5.55%
- 🪨 Non Energy Minerals4.66%
- 🧬 Health Technology4.44%
- 💼 Commercial Services2.42%
- 🏭 Industrial Services2.39%
- 🚚 Transportation1.87%
- 📡 Communications1.57%
- 🏥 Health Services1.4%
- 🧪 Process Industries1.2%
- ⚡ Utilities0.94%
- 🚗 Consumer Durables0.78%
- 💇♀️ Consumer Services0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.24%
- 🇺🇸 Nasdaq28.52%
- 🇬🇧 LSE3.76%
- 🇫🇷 Euronext Paris3.51%
- 🇳🇴 Oslo Stock Exchange2.42%
- 🇭🇰 Hong Kong Exchanges2.07%
- 🇩🇪 FRA1.96%
- 🇨🇭 SIX1.44%
- 🇳🇱 Euronext Amsterdam1.38%
- 🇪🇸 Bolsa De Madrid1.27%
- 🇮🇹 Borsa Italiana0.77%
- 🇩🇰 Copenhagen Stock Exchange0.41%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇦🇪 Dubai Financial Market0.22%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.69%
- 🇨🇦 Canada4.05%
- 🇫🇷 France3.51%
- 🇨🇳 China3.1%
- 🇪🇸 Spain2.43%
- 🇳🇴 Norway2.42%
- 🇬🇧 United Kingdom2.3%
- 🇩🇪 Germany1.96%
- 🇳🇱 Netherlands1.52%
- 🇨🇭 Switzerland1.44%
- 🇰🇾 Cayman Islands0.95%
- 🇱🇺 Luxembourg0.85%
- 🇮🇪 Ireland0.83%
- 🇨🇱 Chile0.82%
- 🇮🇹 Italy0.77%
- 🇹🇼 Taiwan0.71%
- 🇩🇰 Denmark0.41%
- 🇸🇪 Sweden0.16%
- 🇫🇮 Finland0.06%
- 🇰🇷 South Korea0.06%
- 🇮🇱 Israel0.06%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.11%
53 out of 78 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $ENB (5.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.11% | 1% | - |
 thomaspj | 0.06% | 0.85% | - |
 ENB | 0.05% | 5.81% | $2.66 |
 2318.HK | 0.04% | 5.02% | $2.63 |
 SAN.PA | 0.04% | 4.55% | $3.76 |
 MFC | 0.03% | 3.96% | $1.13 |
 BMO | 0.03% | 3.7% | $4.4 |
 T | 0.03% | 4.26% | $1.11 |
 NESN.ZU | 0.03% | 3.67% | $3 |
 KMB | 0.03% | 4.14% | $4.8 |
 UCG.MI | 0.03% | 3.78% | $1.8 |
 JNJ | 0.03% | 2.66% | $4.81 |
 TAP | 0.03% | 3.97% | $1.7 |
 PEXIP.OL | 0.03% | 3.36% | - |
 BN.PA | 0.03% | 2.76% | $2.1 |
 SCCO | 0.02% | 2.1% | $3.76 |
 ITX.MC | 0.02% | 2.77% | $1.11 |
 NEE | 0.02% | 2.61% | $1.97 |
 DTE.DE | 0.02% | 2.99% | $0.77 |
 PG | 0.02% | 2.75% | $3.83 |
 SBUX.RTH | 0.02% | 2.91% | $2.24 |
 UNP | 0.02% | 2.38% | $5.2 |
 CSCO | 0.02% | 2.31% | $1.58 |
 IBM | 0.02% | 2.37% | $6.65 |
 RMS.PA | 0.02% | 1.15% | $25 |
 IAG.L | 0.02% | 1.8% | - |
 ADP | 0.02% | 2.18% | $5.45 |
 WFC | 0.02% | 1.92% | $1.4 |
 ELV | 0.02% | 1.91% | $6.22 |
 JPM | 0.02% | 1.84% | $4.4 |
 ABT | 0.02% | 1.82% | $2.16 |
 GEF | 0.01% | 3.67% | $2.08 |
 AVGO | 0.01% | 0.68% | $19.7 |
 FCX | 0.01% | 1.42% | $0.6 |
 UNH | 0.01% | 2.37% | $7.74 |
 C | 0.01% | 2.34% | $2.12 |
 WM | 0.01% | 1.5% | $2.9 |
 NORBT.OL | 0.01% | 1.61% | - |
 ATYM.L | 0.01% | 0.95% | - |
 CRM | 0.01% | 0.65% | $0.4 |
 META | 0.01% | 0.35% | $1 |
 ASML.NV | 0.01% | 0.74% | $6.1 |
 SAP.DE | 0.01% | 0.99% | $2.2 |
 0700.HK | 0.01% | 0.71% | $3.4 |
 NOVO-B.CO | 0.01% | 3.27% | $9.4 |
 ORCL | 0.01% | 0.69% | $1.6 |
 MCO | 0.01% | 0.77% | $3.24 |
 BABA | 0.01% | 0.6% | $0.98 |
 LLY | 0.01% | 0.72% | $4.86 |
 KIT.OL | 0% | 0.57% | - |
 AAPL | 0% | 0.39% | $0.97 |
 GOOG | 0% | 0.32% | $0.2 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
ORCL | Pay Day | Oct 23, 2025 | $0.50 |
PG | Ex-Dividend | Oct 24, 2025 | $1.06 |
2318.HK | Pay Day | Oct 24, 2025 | $0.13 |
ASML.NV | Ex-Dividend | Oct 28, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
BMO | Ex-Dividend | Oct 30, 2025 | $1.18 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
JPM (thomaspj) | Pay Day | Oct 31, 2025 | $1.50 |
T | Pay Day | Nov 3, 2025 | $0.28 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
FCX | Pay Day | Nov 3, 2025 | $0.15 |
FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
C (thomaspj) | Ex-Dividend | Nov 3, 2025 | $0.60 |
ASML.NV | Pay Day | Nov 6, 2025 | $1.86 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 AXP (thomaspj) | Pay Day | Nov 10, 2025 | $0.82 |
SBUX.RTH | Ex-Dividend | Nov 14, 2025 | $0.62 |
ENB | Ex-Dividend | Nov 14, 2025 | $0.68 |
PG | Pay Day | Nov 17, 2025 | $1.06 |
ABT | Pay Day | Nov 17, 2025 | $0.59 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (thomaspj) | Ex-Dividend | Nov 20, 2025 | $0.91 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
C | Pay Day | Nov 26, 2025 | $0.60 |
BMO | Pay Day | Nov 26, 2025 | $1.18 |
C (thomaspj) | Pay Day | Nov 26, 2025 | $0.60 |
SBUX.RTH | Pay Day | Nov 28, 2025 | $0.62 |
ENB | Pay Day | Dec 1, 2025 | $0.68 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
GS (thomaspj) | Ex-Dividend | Dec 2, 2025 | $4.00 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (thomaspj) | Pay Day | Dec 11, 2025 | $0.91 |
 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 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7/10
Beta
2.29
2.29
0
0.8
1.2
0
3
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
2.79
2.79
0
1
2
3
3
Jensen's Alpha
36.87
36.87
-2
0
2
37
37
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
0.49
0.49
0
0.3
0.6
1
1
Beta
2.29
2.29
0
0.8
1.2
0
3
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
2.79
2.79
0
1
2
3
3
Jensen's Alpha
36.87
36.87
-2
0
2
37
37
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
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.07
High:
PLTR
603.49PLTRLow:
ESTC
-104.98ESTCDetails
PEG Ratio
980.32
High:
AAPL
27,104.01AAPLLow:
MH
-58.93MHDetails
Price/Book
7.8
High:PLTR
72.64PLTRLow:
ARX
-78.72ARXDetails
Price/Sales
6.06
High:
IE
583.58IELow:
ELV
0.42ELVDetails
Price/CF
20.53
High:
TTWO
434.3TTWOLow:
2318.HK
12318.HKDetails
Price/FCF
43.5
High:
NEE
2,356.18NEELow:2318.HK
1.132318.HKDetails
P/E Ratio
32.07
High:PLTR
603.49PLTRLow:ESTC
-104.98ESTCDetails
PEG Ratio
980.32
High:AAPL
27,104.01AAPLLow:MH
-58.93MHDetails
Price/Book
7.8
High:PLTR
72.64PLTRLow:ARX
-78.72ARXDetails
Price/Sales
6.06
High:IE
583.58IELow:ELV
0.42ELVDetails
Price/CF
20.53
High:TTWO
434.3TTWOLow:2318.HK
12318.HKDetails
Price/FCF
43.5
High:NEE
2,356.18NEELow:2318.HK
1.132318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.29% | Nov 2021 | - | 48 |
-8.91% | Sep 2021 | Oct 2021 | 1 |