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-2.65%
This Month
-9.56%
Year To Date
-10.59%
2 Years
-85.84%
5 Years
-83.56%
10 Years
-27.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.4%
- 💻 Electronic Technology10.47%
- 🍞 Consumer Non Durables7.6%
- 🖥️ Technology Services7.16%
- 🧬 Health Technology6.78%
- ⛏️ Energy Minerals6.64%
- 💰 Finance4.56%
- 🧩 Miscellaneous3.44%
- 📊 ETFs2.7%
- 🛠️ Producer Manufacturing1.78%
- 🧪 Process Industries1.54%
- 🏭 Industrial Services1.27%
- 💵 Cash0.38%
- 🪨 Non Energy Minerals0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.62%
- 🇺🇸 Nasdaq25.2%
- 🇩🇪 FRA11.18%
- 🇬🇧 LSE9.16%
- 🇫🇷 Euronext Paris6.53%
- 🇨🇭 SIX6.12%
- 🇩🇪 Xetra ETFs2.95%
- 🇵🇹 Euronext Lisbon1.41%
- 🇳🇱 Euronext Amsterdam1.3%
- 🇩🇰 Copenhagen Stock Exchange0.78%
- 🇸🇪 Stockholm Stock Exchange0.76%
- 🇦🇪 Dubai Financial Market0.67%
- 🇺🇸 Chicago Board Options Exchange0.55%
- 🇳🇴 Oslo Stock Exchange0.53%
- 🇫🇮 Helsinki Stock Exchange0.26%
- Regular Trading Hours - RTH0.21%
- 🇭🇰 Hong Kong Exchanges0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.68%
- 🇬🇧 United Kingdom12.77%
- 🇩🇪 Germany11.18%
- 🇨🇭 Switzerland6.12%
- 🇹🇼 Taiwan6.04%
- 🇫🇷 France4.91%
- 🇳🇱 Netherlands3.73%
- 🇨🇦 Canada3.03%
- 🇵🇹 Portugal1.41%
- 🇩🇰 Denmark0.78%
- 🇸🇪 Sweden0.76%
- 🇰🇷 South Korea0.64%
- 🇳🇴 Norway0.53%
- 🇧🇷 Brazil0.53%
- 🇫🇮 Finland0.26%
- 🇱🇺 Luxembourg0.25%
- 🇨🇳 China0.18%
- 🇮🇱 Israel0.12%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.61%
31 out of 36 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $RI.PA (7.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.4% | 0.87% | - |
 RI.PA | 0.15% | 7.49% | $4.7 |
 NWG | 0.1% | 5.28% | $0.42 |
 SHEL | 0.1% | 3.41% | $2.7 |
 UL.US | 0.09% | 4.1% | $1.82 |
 RF.PA | 0.09% | 6.59% | $2.42 |
 NESN.ZU | 0.07% | 4.03% | $3 |
 VNA.DE | 0.06% | 6.1% | $0.9 |
 BP.L | 0.06% | 4.58% | $0.23 |
 ROP.ZU | 0.06% | 3% | $9.6 |
 SHL.DE | 0.05% | 2.86% | $0.95 |
 NTR | 0.05% | 3.13% | $2.14 |
 GALP.LS | 0.05% | 3.33% | - |
 RKT.L | 0.05% | 4.78% | $1.93 |
 SHEL.L | 0.04% | 3.42% | $0.8 |
 SAP.DE | 0.03% | 1.5% | $2.2 |
 AIR.PA | 0.03% | 1.79% | $1.8 |
 RHM.DE | 0.02% | 0.94% | $5.7 |
 MSFT | 0.02% | 0.83% | $3 |
 KGX.DE | 0.02% | 1.52% | $0.7 |
 MC.PA | 0.02% | 2.69% | $13 |
 RR.L | 0.02% | 0.75% | - |
 TSM | 0.01% | 0.69% | $1.74 |
 LNG | 0.01% | 0.9% | $1.7 |
 LLY | 0.01% | 0.57% | $4.86 |
 GOOG | 0.01% | 0.23% | $0.2 |
 CRH | 0% | 1.43% | - |
 BAYN.DE | 0% | 0.31% | $0.11 |
 NVDA | 0% | 0.13% | $0.02 |
 GLW | 0% | 0.59% | $1.12 |
 ITUB | -0.01% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 8, 2026 | $0.22 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 HAS (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.70 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
RKT.L | Pay Day | Jun 12, 2026 | $1.70 |
 RRC (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2026 | $0.10 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
 META (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.53 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 15, 2026 | $0.43 |
 B (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.17 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 15, 2026 | $0.22 |
CRH | Pay Day | Jun 17, 2026 | $0.39 |
 NOC (JeppeKirkBonde) | Pay Day | Jun 17, 2026 | $2.47 |
 D (JeppeKirkBonde) | Pay Day | Jun 20, 2026 | $0.67 |
 VST (JeppeKirkBonde) | Ex-Dividend | Jun 22, 2026 | $0.23 |
META (JeppeKirkBonde) | Pay Day | Jun 25, 2026 | $0.53 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
UL.US | Pay Day | Jun 26, 2026 | $0.55 |
 RL (JeppeKirkBonde) | Ex-Dividend | Jun 26, 2026 | $1.00 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $3.45 |
NVDA (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.25 |
RRC (JeppeKirkBonde) | Pay Day | Jun 26, 2026 | $0.10 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
GLW | Pay Day | Jun 29, 2026 | $0.28 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
 GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
NTR | Ex-Dividend | Jun 30, 2026 | $0.55 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2026 | $0.20 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.43 |
VST (JeppeKirkBonde) | Pay Day | Jun 30, 2026 | $0.23 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 6, 2026 | $1.50 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
RL (JeppeKirkBonde) | Pay Day | Jul 10, 2026 | $1.00 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2026 | $0.20 |
NTR | Pay Day | Jul 17, 2026 | $0.55 |
RI.PA | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA | Pay Day | Jul 24, 2026 | $2.77 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
Performance Metrics
Score 2.1/10
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-32.72
-32.72
-33
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.66
-0.66
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Beta
2.04
2.04
0
0.8
1.2
0
3
Sharpe Ratio
-0.23
-0.23
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.4
-0.4
-1
1
2
3
3
Jensen's Alpha
-32.72
-32.72
-33
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.66
-0.66
-1
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.43
High:GLW
94.89GLWLow:
LPK.DE
-29.48LPK.DEDetails
PEG Ratio
563.78
High:SHL.DE
12,351.77SHL.DELow:RF.PA
-476.76RF.PADetails
Price/Book
8.92
High:RR.L
39.13RR.LLow:RF.PA
0.46RF.PADetails
Price/Sales
7.78
High:NVDA
21.04NVDALow:KGX.DE
0.48KGX.DEDetails
Price/CF
21.08
High:RF.PA
65.91RF.PALow:BP.L
5.14BP.LDetails
Price/FCF
57.05
High:GLW
237.33GLWLow:KGX.DE
9.65KGX.DEDetails
P/E Ratio
28.43
High:GLW
94.89GLWLow:LPK.DE
-29.48LPK.DEDetails
PEG Ratio
563.78
High:SHL.DE
12,351.77SHL.DELow:RF.PA
-476.76RF.PADetails
Price/Book
8.92
High:RR.L
39.13RR.LLow:RF.PA
0.46RF.PADetails
Price/Sales
7.78
High:NVDA
21.04NVDALow:KGX.DE
0.48KGX.DEDetails
Price/CF
21.08
High:RF.PA
65.91RF.PALow:BP.L
5.14BP.LDetails
Price/FCF
57.05
High:GLW
237.33GLWLow:KGX.DE
9.65KGX.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.55% | Mar 2021 | - | 64 |