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+0.46%
This Month
+19.63%
Year To Date
+46.17%
2 Years
+182.25%
5 Years
+182.25%
10 Years
+27.65%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.59%
- 🖥️ Technology Services17.38%
- 💵 Cash14.55%
- 💻 Electronic Technology8.33%
- 🪨 Non Energy Minerals6.4%
- 🧬 Health Technology5.41%
- 🍞 Consumer Non Durables4.32%
- 💰 Finance3.52%
- 🛍️ Retail Trade3.13%
- 🚚 Transportation2.63%
- 🛠️ Producer Manufacturing1.86%
- 🚗 Consumer Durables1.77%
- 💼 Commercial Services1.68%
- 🏥 Health Services1.57%
- 💇♀️ Consumer Services1.49%
- 📡 Communications1.43%
- 🏭 Industrial Services1.43%
- 🧪 Process Industries1.26%
- 🧩 Miscellaneous0.97%
- ⚡ Utilities0.88%
- 📊 ETFs0.87%
- ⛏️ Energy Minerals0.81%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.23%
- 🇺🇸 Nasdaq29.8%
- 🇬🇧 LSE6.49%
- 🇭🇰 Hong Kong Exchanges3.54%
- 🇫🇷 Euronext Paris2.5%
- 🇳🇴 Oslo Stock Exchange1.79%
- 🇩🇪 FRA1.76%
- 🇳🇱 Euronext Amsterdam1.49%
- 🇨🇭 SIX1.41%
- 🇮🇹 Borsa Italiana0.84%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇦🇪 Dubai Financial Market0.22%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.77%
- 🇬🇧 United Kingdom3.89%
- 🇨🇳 China3.57%
- 🇫🇷 France2.5%
- 🇨🇦 Canada2.41%
- 🇪🇸 Spain1.79%
- 🇳🇴 Norway1.79%
- 🇩🇪 Germany1.76%
- 🇲🇽 Mexico1.66%
- 🇳🇱 Netherlands1.65%
- 🇮🇪 Ireland1.54%
- 🇨🇭 Switzerland1.41%
- 🇰🇷 South Korea0.95%
- 🇰🇾 Cayman Islands0.9%
- 🇮🇹 Italy0.84%
- 🇹🇼 Taiwan0.84%
- 🇱🇺 Luxembourg0.75%
- 🇩🇰 Denmark0.21%
- 🇸🇪 Sweden0.19%
- 🇫🇮 Finland0.06%
- 🇮🇱 Israel0.05%
- 🇧🇷 Brazil0.05%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.06%
54 out of 75 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $BP.L (5.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.11% | 0.99% | - |
 thomaspj | 0.06% | 0.78% | - |
 BP.L | 0.04% | 5.54% | $0.23 |
 HSBA.L | 0.04% | 4.55% | $0.49 |
 SAN.PA | 0.04% | 4.69% | $3.76 |
 UCG.MI | 0.04% | 4.26% | $1.8 |
 MFC | 0.03% | 3.54% | $1.13 |
 BMO | 0.03% | 3.48% | $4.4 |
 T | 0.03% | 4.53% | $1.11 |
 NESN.ZU | 0.03% | 3.91% | $3 |
 KMB | 0.03% | 4.85% | $4.8 |
 JNJ | 0.03% | 2.45% | $4.81 |
 TAP | 0.03% | 3.99% | $1.7 |
 PEXIP.OL | 0.03% | 2.7% | - |
 SCCO | 0.03% | 2.04% | $3.76 |
 DTE.DE | 0.03% | 3.72% | $0.77 |
 MDT.US | 0.02% | 2.83% | $2.77 |
 NORBT.OL | 0.02% | 3.38% | - |
 IAG.L | 0.02% | 2.15% | - |
 PG | 0.02% | 2.97% | $3.83 |
 SBUX | 0.02% | 2.91% | $2.24 |
 UNP | 0.02% | 2.32% | $5.2 |
 0700.HK | 0.02% | 0.75% | $3.4 |
 RMS.PA | 0.02% | 1.22% | $25 |
 ADP | 0.02% | 2.4% | $5.45 |
 ELV | 0.02% | 1.91% | $6.22 |
 KR | 0.02% | 2.15% | $1.16 |
 ABT | 0.02% | 1.92% | $2.16 |
 GEF | 0.01% | 3.24% | $2.08 |
 ROK | 0.01% | 1.28% | $5 |
 FCX | 0.01% | 1.25% | $0.6 |
 MSFT | 0.01% | 0.72% | $3 |
 WM | 0.01% | 1.56% | $2.9 |
 DE | 0.01% | 1.35% | $5.76 |
 ATYM.L | 0.01% | 0.78% | - |
 PSKY | 0.01% | 1.39% | $0.2 |
 SMSN.L | 0.01% | 1.18% | $23.68 |
 AAPL | 0.01% | 0.37% | $0.97 |
 CRM | 0.01% | 0.63% | $0.4 |
 ASML.NV | 0.01% | 0.7% | $6.1 |
 ECL | 0.01% | 1.03% | $2.24 |
 SAP.DE | 0.01% | 1.13% | $2.2 |
 CX | 0.01% | 0.78% | - |
 META | 0.01% | 0.32% | $1 |
 ORCL | 0.01% | 0.98% | $1.6 |
 LLY | 0.01% | 0.61% | $4.86 |
 MCO | 0.01% | 0.77% | $3.24 |
 9988.HK | 0.01% | 0.68% | $0.98 |
 AVGO | 0% | 0.59% | $19.7 |
 CEG | 0% | 0.42% | - |
 GOOG | 0% | 0.27% | $0.2 |
 TER | 0% | 0.24% | $0.46 |
 MU | 0% | 0.18% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
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 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.9/10
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
33.61
33.61
-2
0
2
34
34
Omega Ratio
2.85
2.85
0
1
1.5
3
3
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
2.28
2.28
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.73
2.73
0
1
2
3
3
Jensen's Alpha
33.61
33.61
-2
0
2
34
34
Omega Ratio
2.85
2.85
0
1
1.5
3
3
Treynor Ratio
1.77
1.77
0
0.75
1.25
2
2
Information Ratio
0.37
0.37
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.11
High:
TSLA
301.65TSLALow:
BLLN
-151.48BLLNDetails
PEG Ratio
449.43
High:
RMS.PA
9,151.2RMS.PALow:
NAVN
-60.31NAVNDetails
Price/Book
9.04
High:
AAPL
55.86AAPLLow:BLLN
-18.53BLLNDetails
Price/Sales
7.19
High:
MP
43.64MPLow:
AERO.US
0.05AERO.USDetails
Price/CF
22.89
High:MP
190.93MPLow:
UCG.MI
1.86UCG.MIDetails
Price/FCF
47.43
High:
KMB
1,882.62KMBLow:
MFC
2.72MFCDetails
P/E Ratio
33.11
High:TSLA
301.65TSLALow:BLLN
-151.48BLLNDetails
PEG Ratio
449.43
High:RMS.PA
9,151.2RMS.PALow:NAVN
-60.31NAVNDetails
Price/Book
9.04
High:AAPL
55.86AAPLLow:BLLN
-18.53BLLNDetails
Price/Sales
7.19
High:MP
43.64MPLow:AERO.US
0.05AERO.USDetails
Price/CF
22.89
High:MP
190.93MPLow:UCG.MI
1.86UCG.MIDetails
Price/FCF
47.43
High:KMB
1,882.62KMBLow:MFC
2.72MFCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.29% | Nov 2021 | - | 50 |
-8.91% | Sep 2021 | Oct 2021 | 1 |