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0%
This Month
-3.9%
Year To Date
+85.07%
2 Years
+29.24%
5 Years
+71.84%
10 Years
+10.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.94%
- 💰 Finance21.41%
- 📊 ETFs18.34%
- 🏭 Industrial Services6%
- 🚗 Consumer Durables4.49%
- 📡 Communications3.75%
- ⛏️ Energy Minerals3.47%
- 🧩 Miscellaneous2.8%
- 💻 Electronic Technology2.04%
- 👥 Copy Trading1.9%
- 🍞 Consumer Non Durables1.5%
- 🧬 Health Technology1.25%
- 💼 Commercial Services0.67%
- 🚚 Transportation0.67%
- ⚡ Utilities0.61%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.56%
- 🇺🇸 Nasdaq48.75%
- 🇨🇭 SIX0.1%
- 🇬🇧 LSE0.08%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇩🇪 FRA0.05%
- 🇫🇷 Euronext Paris0.04%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇦🇪 Dubai Financial Market0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
- Regular Trading Hours - RTH0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.86%
- 🇮🇱 Israel0.67%
- 🇨🇭 Switzerland0.61%
- 🇨🇳 China0.51%
- 🇹🇼 Taiwan0.17%
- 🇨🇾 Cyprus0.13%
- 🇳🇱 Netherlands0.08%
- 🇨🇦 Canada0.07%
- 🇩🇪 Germany0.05%
- 🇫🇷 France0.04%
- 🇩🇰 Denmark0.03%
- 🇸🇪 Sweden0.03%
- 🇳🇴 Norway0.02%
- 🇬🇧 United Kingdom0.02%
- 🇰🇷 South Korea0.02%
- 🇪🇸 Spain0.02%
- 🇱🇺 Luxembourg0.01%
- 🇫🇮 Finland0.01%
- 🇧🇷 Brazil0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
4.41%
23 out of 38 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $IEP (24.84%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.71% | 24.84% | $4 |
 ARR | 0.57% | 16.53% | $3.84 |
 MFA | 0.48% | 14.23% | $1.4 |
 GNL | 0.41% | 7.88% | $1.38 |
 SPOK | 0.41% | 10.89% | $1.25 |
 AGNC | 0.36% | 13.38% | $1.44 |
 BBDC | 0.32% | 11.57% | - |
 STWD | 0.28% | 10.52% | $1.92 |
 DKL | 0.27% | 9.01% | - |
 ET | 0.21% | 7% | $1.25 |
 VICI | 0.09% | 6.23% | $1.66 |
 ADP | 0.08% | 3.08% | $5.45 |
 ZIM | 0.05% | 7.5% | $0.23 |
 KO | 0.03% | 2.73% | $1.89 |
 MSFT | 0.03% | 0.85% | $3 |
 V | 0.02% | 0.8% | $2.01 |
 JeppeKirkBonde | 0.02% | 0.95% | - |
 XOM | 0.02% | 2.73% | $3.76 |
 NEE | 0.02% | 2.52% | $1.97 |
 JNJ | 0.01% | 2.25% | $4.81 |
 MZTI | 0.01% | 2.93% | $3.55 |
 AVGO | 0.01% | 0.62% | $19.7 |
 PYPL | 0% | 0.55% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
 BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
AGNC | Pay Day | May 11, 2026 | $0.12 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 3.9/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.99
-0.99
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.54
0.54
0
1
2
3
3
Jensen's Alpha
-0.99
-0.99
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
51.97
High:
TSLA
364.78TSLALow:
FOLD
-163.21FOLDDetails
PEG Ratio
136.87
High:V
552.81VLow:FOLD
-312.68FOLDDetails
Price/Book
12.51
High:DKL
438.25DKLLow:
IDEXQ
-0.01IDEXQDetails
Price/Sales
12.97
High:
CRSP
1,573.97CRSPLow:
SUNWQ
-SUNWQDetails
Price/CF
40.18
High:
PLTR
214.31PLTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
101.97
High:NEE
2,356.18NEELow:IDEXQ
0.76IDEXQDetails
P/E Ratio
51.97
High:TSLA
364.78TSLALow:FOLD
-163.21FOLDDetails
PEG Ratio
136.87
High:V
552.81VLow:FOLD
-312.68FOLDDetails
Price/Book
12.51
High:DKL
438.25DKLLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
12.97
High:CRSP
1,573.97CRSPLow:SUNWQ
-SUNWQDetails
Price/CF
40.18
High:PLTR
214.31PLTRLow:IDEXQ
0.73IDEXQDetails
Price/FCF
101.97
High:NEE
2,356.18NEELow:IDEXQ
0.76IDEXQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.14% | Nov 2021 | Jul 2025 | 44 |
-8.48% | Nov 2025 | - | 6 |
-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 |