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+2.98%
This Month
+43.24%
Year To Date
+90.43%
2 Years
+40.66%
5 Years
+78.59%
10 Years
+11.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services38.88%
- 💰 Finance21.65%
- 📊 ETFs16.8%
- 🚗 Consumer Durables6.11%
- ⛏️ Energy Minerals3.83%
- 🏭 Industrial Services2.15%
- 👥 Copy Trading2.01%
- 🧩 Miscellaneous1.6%
- 🧬 Health Technology1.34%
- 🍞 Consumer Non Durables1.13%
- 💼 Commercial Services1.03%
- 🛍️ Retail Trade0.84%
- 💻 Electronic Technology0.82%
- 💵 Cash0.75%
- ⚡ Utilities0.61%
- 🚚 Transportation0.6%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq57.43%
- 🇺🇸 NYSE41.03%
- 🇨🇭 SIX0.3%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇩🇪 FRA0.07%
- 🇬🇧 LSE0.06%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇦🇪 Dubai Financial Market0.04%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇫🇷 Euronext Paris0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.13%
- 🇨🇳 China0.97%
- 🇨🇭 Switzerland0.92%
- 🇮🇱 Israel0.61%
- 🇨🇾 Cyprus0.16%
- 🇹🇼 Taiwan0.15%
- 🇧🇷 Brazil0.09%
- 🇨🇦 Canada0.08%
- 🇳🇱 Netherlands0.07%
- 🇪🇸 Spain0.07%
- 🇩🇪 Germany0.07%
- 🇩🇰 Denmark0.04%
- 🇫🇷 France0.03%
- 🇸🇪 Sweden0.03%
- 🇳🇴 Norway0.02%
- 🇰🇷 South Korea0.01%
- 🇫🇮 Finland0.01%
- 🇱🇺 Luxembourg0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
3.46%
21 out of 41 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.83% | 25.32% | $4 |
 ARR | 0.67% | 16.38% | $3.84 |
 GNL | 0.55% | 10.42% | $1.38 |
 AGNC | 0.42% | 13.56% | $1.44 |
 STWD | 0.33% | 10.53% | $1.92 |
 DKL | 0.21% | 9.71% | - |
 BBDC | 0.19% | 11.72% | - |
 ZIM | 0.13% | 21.37% | $0.23 |
 KO | 0.03% | 2.91% | $1.89 |
 JeppeKirkBonde | 0.02% | 1% | - |
 V | 0.02% | 0.74% | $2.01 |
 XOM | 0.02% | 3.43% | $3.76 |
 NEE | 0.02% | 2.73% | $1.97 |
 JNJ | 0.02% | 2.55% | $4.81 |
 MSFT | 0.01% | 0.72% | $3 |
 AEO | 0% | 2.17% | $0.48 |
 AVOL.ZU | 0% | 2.1% | $0.7 |
 AVGO | 0% | 0.6% | $19.7 |
 BABA | 0% | 0.65% | $0.98 |
 PYPL | 0% | 0.22% | - |
 PAGS | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
BBDC | Pay Day | Dec 10, 2025 | $0.26 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
 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 3.9/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-1.42
-1.42
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-1.42
-1.42
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
101.02
High:
PLTR
425.07PLTRLow:
FOLD
-221.48FOLDDetails
PEG Ratio
316.67
High:
V
1,186.07VLow:FOLD
-253.69FOLDDetails
Price/Book
19.16
High:
DKL
140.25DKLLow:
IDEXQ
-0.01IDEXQDetails
Price/Sales
20.51
High:
CRSP
135.47CRSPLow:
TTCFQ
-TTCFQDetails
Price/CF
67.92
High:PLTR
258.05PLTRLow:
ZIM
0.61ZIMDetails
Price/FCF
138.09
High:
NEE
2,356.18NEELow:IDEXQ
0.76IDEXQDetails
P/E Ratio
101.02
High:PLTR
425.07PLTRLow:FOLD
-221.48FOLDDetails
PEG Ratio
316.67
High:V
1,186.07VLow:FOLD
-253.69FOLDDetails
Price/Book
19.16
High:DKL
140.25DKLLow:IDEXQ
-0.01IDEXQDetails
Price/Sales
20.51
High:CRSP
135.47CRSPLow:TTCFQ
-TTCFQDetails
Price/CF
67.92
High:PLTR
258.05PLTRLow:ZIM
0.61ZIMDetails
Price/FCF
138.09
High:NEE
2,356.18NEELow: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 |
-5.59% | Nov 2025 | - | 2 |
-4.27% | Apr 2021 | Jun 2021 | 2 |
-3.61% | Sep 2020 | Nov 2020 | 2 |
-0.76% | May 2020 | Jun 2020 | 1 |