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+0.27%
This Month
+31.38%
Year To Date
+99.12%
2 Years
+47.69%
5 Years
+63.81%
10 Years
+10.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services39.67%
- 💰 Finance24.61%
- 📊 ETFs17.19%
- 🚗 Consumer Durables5.57%
- ⛏️ Energy Minerals3.9%
- 💼 Commercial Services1.64%
- 💇♀️ Consumer Services1.5%
- 🛍️ Retail Trade0.96%
- 🧬 Health Technology0.9%
- 🚚 Transportation0.44%
- 👥 Copy Trading0.44%
- 💵 Cash0.43%
- 💻 Electronic Technology0.39%
- 🧪 Process Industries0.29%
- 🏥 Health Services0.24%
- 🛠️ Producer Manufacturing0.17%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.66%
- 🇺🇸 NYSE39.44%
- 🇺🇸 Chicago Board Options Exchange0.31%
- 🇨🇭 SIX0.22%
- 🇩🇪 FRA0.18%
- 🇬🇧 LSE0.05%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇦🇪 Dubai Financial Market0.01%
- 🇫🇷 Euronext Paris0.01%
- 🇳🇱 Euronext Amsterdam0.01%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States76.79%
- 🇨🇳 China1.17%
- 🇮🇱 Israel0.93%
- 🇨🇭 Switzerland0.87%
- 🇨🇱 Chile0.21%
- 🇩🇪 Germany0.18%
- 🇨🇾 Cyprus0.17%
- 🇨🇦 Canada0.16%
- 🇧🇷 Brazil0.09%
- 🇬🇧 United Kingdom0.04%
- 🇹🇼 Taiwan0.03%
- 🇪🇸 Spain0.02%
- 🇳🇱 Netherlands0.01%
- 🇩🇰 Denmark0.01%
- 🇫🇷 France0.01%
- 🇸🇬 Singapore0.01%
- 🇸🇪 Sweden0.01%
- 🇳🇴 Norway0.01%
- 🇫🇮 Finland0%
- 🇱🇺 Luxembourg0%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
4.81%
21 out of 71 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 1.03% | 13.97% | $1.44 |
 IEP | 0.93% | 23.85% | $4 |
 EFC | 0.76% | 11.33% | $1.72 |
 ARR | 0.75% | 18.28% | $3.84 |
 GNL | 0.68% | 11.63% | $1.38 |
 SCHD | 0.3% | 3.87% | - |
 ZIM | 0.22% | 50.64% | $0.23 |
 VOO | 0.07% | 1.22% | - |
 SCHG | 0.01% | 0.39% | - |
 DIS | 0.01% | 0.85% | $0.75 |
 MSFT | 0.01% | 0.67% | $3 |
 SQM | 0.01% | 4.14% | $1.36 |
 JeppeKirkBonde | 0.01% | 1.45% | - |
 FME.DE | 0.01% | 3.44% | $1.19 |
 AEO | 0% | 2.68% | $0.48 |
 AVOL.ZU | 0% | 2.24% | $0.7 |
 BABA | 0% | 0.76% | $0.98 |
 FL | 0% | 1.89% | $1.6 |
 TECH | 0% | 0.59% | $0.32 |
 TAN | 0% | 0.48% | - |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
 B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
 D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
 AVGO (JeppeKirkBonde) | Ex-Dividend | Sep 22, 2025 | $0.59 |
 BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
IEP | Pay Day | Sep 24, 2025 | $0.50 |
 LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
 GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
EFC | Pay Day | Sep 30, 2025 | $0.13 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
AVGO (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.59 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 3.8/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.56
0.56
0
1
2
3
3
Jensen's Alpha
-1.44
-1.44
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
105.48
High:
TWLO
870.53TWLOLow:
Z
-313.6ZDetails
PEG Ratio
447.97
High:TWLO
836.27TWLOLow:Z
-558.11ZDetails
Price/Book
16.82
High:
PLTR
62.46PLTRLow:
NIO
-76.32NIODetails
Price/Sales
19.33
High:
CRSP
120.68CRSPLow:
TTCFQ
-TTCFQDetails
Price/CF
61.15
High:
FOLD
704.87FOLDLow:
ZIM
0.56ZIMDetails
Price/FCF
127.89
High:FOLD
1,561.41FOLDLow:
IDEXQ
0.76IDEXQDetails
P/E Ratio
105.48
High:TWLO
870.53TWLOLow:Z
-313.6ZDetails
PEG Ratio
447.97
High:TWLO
836.27TWLOLow:Z
-558.11ZDetails
Price/Book
16.82
High:PLTR
62.46PLTRLow:NIO
-76.32NIODetails
Price/Sales
19.33
High:CRSP
120.68CRSPLow:TTCFQ
-TTCFQDetails
Price/CF
61.15
High:FOLD
704.87FOLDLow:ZIM
0.56ZIMDetails
Price/FCF
127.89
High:FOLD
1,561.41FOLDLow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.14% | Nov 2021 | Jul 2025 | 44 |
-8.41% | Jul 2021 | Oct 2021 | 3 |
-4.27% | Apr 2021 | Jun 2021 | 2 |
-3.61% | Sep 2020 | Nov 2020 | 2 |
-0.76% | May 2020 | Jun 2020 | 1 |