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+0%
Today
-4.1%
This Month
-4.6%
Year To Date
+40.09%
2 Years
+125.09%
5 Years
+25.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services24.4%
- 💻 Electronic Technology15.96%
- 👥 Copy Trading12.58%
- 💵 Cash10.11%
- 📊 ETFs6.36%
- 💰 Finance5.23%
- 🛍️ Retail Trade5.23%
- 🧬 Health Technology5.07%
- 💇♀️ Consumer Services3.18%
- ⚡ Utilities2.31%
- 🛠️ Producer Manufacturing1.37%
- ⛏️ Energy Minerals1.3%
- 🚗 Consumer Durables1.28%
- 💼 Commercial Services0.99%
- 🏥 Health Services0.9%
- 🍞 Consumer Non Durables0.46%
- 📡 Communications0.25%
- 🪨 Non Energy Minerals0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.69%
- 🇺🇸 NYSE30.54%
- 🇬🇧 LSE10.62%
- 🇭🇰 Hong Kong Exchanges1.2%
- 🇫🇷 Euronext Paris1.16%
- 🇩🇪 FRA0.92%
- 🇩🇰 Copenhagen Stock Exchange0.77%
- 🇳🇱 Euronext Amsterdam0.67%
- 🇨🇭 SIX0.44%
- 🇪🇸 Bolsa De Madrid0.42%
- 🇺🇸 Chicago Board Options Exchange0.2%
- 🇦🇪 Dubai Financial Market0.13%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🌍 Digital Currency0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.45%
- 🇰🇷 South Korea6.01%
- 🇬🇧 United Kingdom4.57%
- 🇨🇳 China1.22%
- 🇫🇷 France1.16%
- 🇩🇪 Germany0.92%
- 🇳🇱 Netherlands0.88%
- 🇩🇰 Denmark0.77%
- 🇱🇺 Luxembourg0.72%
- 🇮🇪 Ireland0.55%
- 🇨🇭 Switzerland0.44%
- 🇪🇸 Spain0.42%
- 🇹🇼 Taiwan0.37%
- 🇯🇵 Japan0.24%
- 🇨🇦 Canada0.2%
- 🇸🇪 Sweden0.1%
- 🇳🇴 Norway0.1%
- 🇫🇮 Finland0.04%
- 🇧🇷 Brazil0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.12%
47 out of 60 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $HSBA.L (6.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SMSN.L | 0.15% | 2.48% | $23.68 |
 JeppeKirkBonde | 0.11% | 1.55% | - |
 thomaspj | 0.08% | 1.44% | - |
 HSBA.L | 0.07% | 6.53% | $0.49 |
 SHEL.L | 0.05% | 4.42% | $0.8 |
 BLK | 0.05% | 2.34% | $20.2 |
 GAW.L | 0.05% | 3.58% | $5.5 |
 DUK | 0.04% | 3.42% | $4.1 |
 C | 0.04% | 3.54% | $2.12 |
 SBUX | 0.04% | 2.94% | $2.24 |
 NEE | 0.03% | 3.18% | $1.97 |
 MSFT | 0.03% | 0.88% | $3 |
 SCHD | 0.02% | 3.72% | - |
 AVGO | 0.02% | 1.31% | $19.7 |
 ORCL | 0.02% | 1.32% | $1.6 |
 VXUS | 0.02% | 3.15% | - |
 MDT.US | 0.02% | 3.39% | $2.77 |
 JNJ | 0.02% | 3.19% | $4.81 |
 FNDF | 0.02% | 3.7% | - |
 UNH | 0.02% | 1.85% | $7.74 |
 NOVO-B.CO | 0.02% | 2.73% | $9.4 |
 INTU | 0.02% | 0.69% | $3.6 |
 VZ | 0.02% | 6.13% | $2.66 |
 LLY | 0.01% | 0.64% | $4.86 |
 CRM | 0.01% | 0.65% | $0.4 |
 TTE.PA | 0.01% | 6.23% | $3.06 |
 MLI | 0.01% | 1.2% | $0.7 |
 DIS | 0.01% | 1.18% | $0.75 |
 0700.HK | 0.01% | 0.98% | $3.4 |
 BKNG | 0.01% | 0.78% | $17.5 |
 MCO | 0.01% | 0.82% | $3.24 |
 ASML.NV | 0.01% | 1.14% | $6.1 |
 GOOG | 0.01% | 0.52% | $0.2 |
 OR.PA | 0.01% | 2.05% | $6.6 |
 SAP.DE | 0.01% | 1.04% | $2.2 |
 SCCO | 0.01% | 3.09% | $3.76 |
 SPY | 0.01% | 1.28% | - |
 VGK | 0.01% | 3.16% | - |
 META | 0.01% | 0.4% | $1 |
 AAPL | 0.01% | 0.51% | $0.97 |
 FTEC | 0.01% | 0.56% | - |
 VUG | 0.01% | 0.52% | - |
 IWF | 0% | 0.5% | - |
 CDI.PA | 0% | 2.91% | $13 |
 SCHG | 0% | 0.45% | - |
 SU.PA | 0% | 1.23% | $3.5 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
CDI.PA | Ex-Dividend | Apr 24, 2025 | $7.83 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $8.54 |
CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2025 | $7.83 |
HSBA.L | Pay Day | Apr 25, 2025 | $0.36 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 25, 2025 | $0.57 |
CDI.PA | Pay Day | Apr 28, 2025 | $7.83 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
VZ | Pay Day | May 1, 2025 | $0.68 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
SCCO | Ex-Dividend | May 2, 2025 | $0.70 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
OR.PA | Ex-Dividend | May 5, 2025 | $7.25 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
OR.PA | Pay Day | May 7, 2025 | $7.25 |
GAW.L | Pay Day | May 7, 2025 | $1.29 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
SAP.DE | Ex-Dividend | May 14, 2025 | $2.35 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
SAP.DE | Pay Day | May 16, 2025 | $2.35 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
SCCO | Pay Day | May 19, 2025 | $0.70 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
C | Pay Day | May 23, 2025 | $0.56 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
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 |
IWF | Pay Day | Jun 17, 2025 | $- |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
FTEC | Pay Day | Jun 25, 2025 | $- |
VGK | Pay Day | Jun 25, 2025 | $- |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
FNDF | Pay Day | Jul 1, 2025 | $- |
VUG | Pay Day | Jul 1, 2025 | $- |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $- |
Performance Metrics
Score 6.9/10
Beta
2.42
2.42
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.75
2.75
0
1
2
3
3
Jensen's Alpha
50.79
50.79
-2
0
2
51
51
Omega Ratio
3.05
3.05
0
1
1.5
4
4
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
2.42
2.42
0
0.8
1.2
0
3
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
2.75
2.75
0
1
2
3
3
Jensen's Alpha
50.79
50.79
-2
0
2
51
51
Omega Ratio
3.05
3.05
0
1
1.5
4
4
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.91
High:
SPOT
93.98SPOTLow:
SOUN
-7.99SOUNDetails
PEG Ratio
210.86
High:
MLI
3,768.32MLILow:
SMSN.L
8.58SMSN.LDetails
Price/Book
6.65
High:
LLY
56.08LLYLow:
BBAI
-171.41BBAIDetails
Price/Sales
5.56
High:SOUN
34.63SOUNLow:
TTE.PA
0.66TTE.PADetails
Price/CF
23.77
High:LLY
82.96LLYLow:
SHEL.L
3.74SHEL.LDetails
Price/FCF
52.75
High:LLY
631.92LLYLow:
HSBA.L
5HSBA.LDetails
P/E Ratio
27.91
High:SPOT
93.98SPOTLow:SOUN
-7.99SOUNDetails
PEG Ratio
210.86
High:MLI
3,768.32MLILow:SMSN.L
8.58SMSN.LDetails
Price/Book
6.65
High:LLY
56.08LLYLow:BBAI
-171.41BBAIDetails
Price/Sales
5.56
High:SOUN
34.63SOUNLow:TTE.PA
0.66TTE.PADetails
Price/CF
23.77
High:LLY
82.96LLYLow:SHEL.L
3.74SHEL.LDetails
Price/FCF
52.75
High:LLY
631.92LLYLow:HSBA.L
5HSBA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.29% | Nov 2021 | - | 42 |
-8.91% | Sep 2021 | Oct 2021 | 1 |