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+2.84%
This Month
+35.3%
Year To Date
+49.09%
2 Years
+42.32%
5 Years
+42.32%
10 Years
+16.98%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash19.53%
- 💻 Electronic Technology19.14%
- 🖥️ Technology Services14.15%
- 💰 Finance8.89%
- 🪙 Cryptocurrencies8.57%
- 🛠️ Producer Manufacturing6.08%
- 🪨 Non Energy Minerals4.01%
- 🧬 Health Technology3.99%
- 👥 Copy Trading2.26%
- 📡 Communications2.26%
- 🚗 Consumer Durables1.49%
- 🍞 Consumer Non Durables0.67%
- 🧪 Process Industries0.32%
- 💼 Commercial Services0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.72%
- 🇺🇸 NYSE18.62%
- 🌍 Digital Currency8.57%
- LSE_AIM0.38%
- 🇨🇭 SIX0.13%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇩🇪 FRA0.08%
- 🇬🇧 LSE0.08%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇦🇪 Dubai Financial Market0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇫🇷 Euronext Paris0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.88%
- 🇨🇦 Canada2.28%
- 🇦🇺 Australia1.76%
- 🇫🇷 France0.42%
- 🇮🇱 Israel0.2%
- 🇹🇼 Taiwan0.17%
- 🇨🇭 Switzerland0.13%
- 🇪🇸 Spain0.08%
- 🇳🇱 Netherlands0.08%
- 🇩🇪 Germany0.08%
- 🇩🇰 Denmark0.04%
- 🇸🇪 Sweden0.04%
- 🇨🇳 China0.04%
- 🇳🇴 Norway0.02%
- 🇫🇮 Finland0.01%
- 🇰🇷 South Korea0.01%
- 🇬🇧 United Kingdom0.01%
- 🇱🇺 Luxembourg0.01%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.03%
2 out of 50 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.02% | 1.05% | - |
 MRVL | 0.01% | 0.28% | $0.24 |
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 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.5/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-9.21
-9.21
-10
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-9.21
-9.21
-10
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-420.95
High:
INTC
3,566.98INTCLow:
MAX
-601.85MAXDetails
PEG Ratio
-36.58
High:INTC
3,553.58INTCLow:
APLD
-1,308.35APLDDetails
Price/Book
5.36
High:
LITE
29LITELow:
TMC
-66.83TMCDetails
Price/Sales
7.01
High:
ATOM.US
1,941.4ATOM.USLow:
ACHR
-ACHRDetails
Price/CF
22.73
High:
SMCI
95.45SMCILow:
LUMN
1.25LUMNDetails
Price/FCF
41.07
High:SMCI
145.91SMCILow:LUMN
4.97LUMNDetails
P/E Ratio
-420.95
High:INTC
3,566.98INTCLow:MAX
-601.85MAXDetails
PEG Ratio
-36.58
High:INTC
3,553.58INTCLow:APLD
-1,308.35APLDDetails
Price/Book
5.36
High:LITE
29LITELow:TMC
-66.83TMCDetails
Price/Sales
7.01
High:ATOM.US
1,941.4ATOM.USLow:ACHR
-ACHRDetails
Price/CF
22.73
High:SMCI
95.45SMCILow:LUMN
1.25LUMNDetails
Price/FCF
41.07
High:SMCI
145.91SMCILow:LUMN
4.97LUMNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-21.92% | Feb 2025 | Jun 2025 | 4 |
-13.85% | Aug 2023 | Nov 2024 | 15 |
-13.03% | Nov 2025 | - | 2 |
-2.15% | Dec 2024 | Jan 2025 | 1 |