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0%
Today
+2.46%
This Month
+9.57%
Year To Date
+42.78%
2 Years
+158.53%
5 Years
+28.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.9%
- 👥 Copy Trading15.52%
- 💻 Electronic Technology11.83%
- 🧬 Health Technology8.35%
- 🍞 Consumer Non Durables7.22%
- 🛍️ Retail Trade6.03%
- 💰 Finance4.84%
- 📊 ETFs4.8%
- 💇♀️ Consumer Services4.1%
- ⚡ Utilities1.93%
- 🛠️ Producer Manufacturing1.26%
- 📡 Communications1.22%
- ⛏️ Energy Minerals1.12%
- 🏭 Industrial Services1%
- 🚚 Transportation0.99%
- 💼 Commercial Services0.95%
- 🚗 Consumer Durables0.94%
- 🧪 Process Industries0.5%
- 🏥 Health Services0.5%
- 💵 Cash0.26%
- 🪨 Non Energy Minerals0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.52%
- 🇺🇸 NYSE30.18%
- 🇬🇧 LSE6.37%
- 🇫🇷 Euronext Paris3.99%
- 🇩🇪 FRA3.53%
- 🇭🇰 Hong Kong Exchanges2.18%
- 🇩🇰 Copenhagen Stock Exchange1.9%
- 🇳🇱 Euronext Amsterdam1.67%
- 🇨🇭 SIX1.59%
- 🇪🇸 Bolsa De Madrid1.53%
- 🇺🇸 Chicago Board Options Exchange0.25%
- 🇦🇪 Dubai Financial Market0.18%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.49%
- 🇬🇧 United Kingdom4.99%
- 🇫🇷 France3.99%
- 🇩🇪 Germany3.53%
- 🇮🇱 Israel3.26%
- 🇨🇳 China2.2%
- 🇳🇱 Netherlands1.94%
- 🇩🇰 Denmark1.9%
- 🇨🇭 Switzerland1.59%
- 🇪🇸 Spain1.53%
- 🇰🇷 South Korea1.31%
- 🇹🇼 Taiwan0.6%
- 🇮🇪 Ireland0.49%
- 🇯🇵 Japan0.33%
- 🇨🇦 Canada0.24%
- 🇸🇪 Sweden0.14%
- 🇳🇴 Norway0.12%
- 🇱🇺 Luxembourg0.06%
- 🇫🇮 Finland0.06%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.3%
58 out of 70 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $TTE.PA (6.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.15% | 1.49% | - |
 HSBA.L | 0.06% | 5.81% | $0.49 |
 SBUX | 0.05% | 2.68% | $2.24 |
 JNJ | 0.05% | 3.24% | $4.81 |
 thomaspj | 0.04% | 0.82% | - |
 SAN.PA | 0.04% | 4.44% | $3.76 |
 RKT.L | 0.04% | 3.95% | $1.93 |
 SHEL.L | 0.04% | 4.32% | $0.8 |
 BLK | 0.04% | 2.08% | $20.2 |
 NOVO-B.CO | 0.04% | 2.32% | $9.4 |
 EOAN.DE | 0.04% | 3.58% | $0.53 |
 NESN.ZU | 0.03% | 3.52% | $3 |
 KMB | 0.03% | 3.71% | $4.8 |
 TAP | 0.03% | 3.5% | $1.7 |
 C | 0.03% | 2.86% | $2.12 |
 BN.PA | 0.03% | 2.9% | $2.1 |
 ITX.MC | 0.03% | 2.83% | $1.11 |
 NEE | 0.03% | 3% | $1.97 |
 SMSN.L | 0.03% | 2.2% | $23.68 |
 DTE.DE | 0.03% | 2.66% | $0.77 |
 PG | 0.02% | 2.49% | $3.83 |
 SCHD | 0.02% | 3.97% | - |
 IAG.L | 0.02% | 2.09% | - |
 HON | 0.02% | 1.95% | $4.27 |
 ORCL | 0.02% | 0.98% | $1.6 |
 MSFT | 0.02% | 0.69% | $3 |
 0700.HK | 0.02% | 0.88% | $3.4 |
 ABT | 0.02% | 1.71% | $2.16 |
 GEF | 0.02% | 3.25% | $2.08 |
 GOOG | 0.02% | 0.46% | $0.2 |
 ASML.NV | 0.02% | 0.96% | $6.1 |
 MDT.US | 0.02% | 3.21% | $2.77 |
 UNH | 0.01% | 2.81% | $7.74 |
 INTU | 0.01% | 0.54% | $3.6 |
 WM | 0.01% | 1.33% | $2.9 |
 VZ | 0.01% | 6.16% | $2.66 |
 LLY | 0.01% | 0.73% | $4.86 |
 CRM | 0.01% | 0.59% | $0.4 |
 TTE.PA | 0.01% | 6.17% | $3.06 |
 MLI | 0.01% | 1.16% | $0.7 |
 RMS.PA | 0.01% | 1.12% | $25 |
 AVGO | 0.01% | 0.91% | $19.7 |
 AAPL | 0.01% | 0.5% | $0.97 |
 VXUS | 0.01% | 2.92% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 SAP.DE | 0.01% | 0.86% | $2.2 |
 META | 0.01% | 0.29% | $1 |
 BKNG | 0.01% | 0.65% | $17.5 |
 MCO | 0.01% | 0.73% | $3.24 |
 SU.PA | 0.01% | 1.71% | $3.5 |
 OR.PA | 0.01% | 1.84% | $6.6 |
 SCCO | 0% | 2.76% | $3.76 |
 FTEC | 0% | 0.5% | - |
 VUG | 0% | 0.47% | - |
 IWF | 0% | 0.45% | - |
 SCHG | 0% | 0.41% | - |
 CDI.PA | 0% | 2.97% | $13 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (thomaspj) | Ex-Dividend | Jun 11, 2025 | $0.01 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
 WY (JeppeKirkBonde) | Pay Day | Jun 13, 2025 | $0.21 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
META (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
META (thomaspj) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GEF | Ex-Dividend | Jun 17, 2025 | $0.54 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 18, 2025 | $2.31 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
TAP | Pay Day | Jun 20, 2025 | $0.47 |
HSBA.L | Pay Day | Jun 20, 2025 | $0.10 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
MLI | Pay Day | Jun 20, 2025 | $0.25 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
BLK (JeppeKirkBonde) | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
GEF | Pay Day | Jul 1, 2025 | $0.54 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
VZ | Ex-Dividend | Jul 10, 2025 | $0.68 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.9/10
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.78
2.78
0
1
2
3
3
Jensen's Alpha
46.89
46.89
-2
0
2
47
47
Omega Ratio
3.07
3.07
0
1
1.5
4
4
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
2.37
2.37
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.78
2.78
0
1
2
3
3
Jensen's Alpha
46.89
46.89
-2
0
2
47
47
Omega Ratio
3.07
3.07
0
1
1.5
4
4
Treynor Ratio
1.84
1.84
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
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
30.82
High:
AVGO
92.78AVGOLow:
SOUN
-18.37SOUNDetails
PEG Ratio
250.7
High:
HON
3,247.65HONLow:
BBAI
-36.75BBAIDetails
Price/Book
8.57
High:
APP
245.73APPLow:
BKNG
-30.04BKNGDetails
Price/Sales
6.54
High:
MSTR
209.11MSTRLow:
EOAN.DE
0.49EOAN.DEDetails
Price/CF
20.4
High:MSTR
7,511.07MSTRLow:
IAG.L
2.97IAG.LDetails
Price/FCF
42.75
High:
NEE
2,356.18NEELow:
HSBA.L
5HSBA.LDetails
P/E Ratio
30.82
High:AVGO
92.78AVGOLow:SOUN
-18.37SOUNDetails
PEG Ratio
250.7
High:HON
3,247.65HONLow:BBAI
-36.75BBAIDetails
Price/Book
8.57
High:APP
245.73APPLow:BKNG
-30.04BKNGDetails
Price/Sales
6.54
High:MSTR
209.11MSTRLow:EOAN.DE
0.49EOAN.DEDetails
Price/CF
20.4
High:MSTR
7,511.07MSTRLow:IAG.L
2.97IAG.LDetails
Price/FCF
42.75
High:NEE
2,356.18NEELow:HSBA.L
5HSBA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.29% | Nov 2021 | - | 44 |
-8.91% | Sep 2021 | Oct 2021 | 1 |