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+0.79%
This Month
+17.28%
Year To Date
+24.08%
2 Years
+13.41%
5 Years
+13.41%
10 Years
+3.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading89.15%
- 💵 Cash9.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.08%
- 🇺🇸 NYSE25.69%
- 🇨🇭 SIX5.83%
- 🇪🇸 Bolsa De Madrid4.25%
- 🇩🇪 FRA3.97%
- 🇺🇸 Chicago Board Options Exchange1.98%
- 🇦🇪 Dubai Financial Market1.75%
- 🇩🇰 Copenhagen Stock Exchange1.63%
- 🇭🇰 Hong Kong Exchanges1.56%
- 🇫🇷 Euronext Paris1.44%
- 🇳🇱 Euronext Amsterdam1.32%
- 🇸🇪 Stockholm Stock Exchange1.16%
- 🇬🇧 LSE1.03%
- 🇳🇴 Oslo Stock Exchange1.01%
- 🇫🇮 Helsinki Stock Exchange0.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.55%
- 🇨🇭 Switzerland5.83%
- 🇹🇼 Taiwan5.31%
- 🇪🇸 Spain4.25%
- 🇩🇪 Germany3.97%
- 🇨🇦 Canada2.34%
- 🇳🇱 Netherlands2.26%
- 🇨🇳 China1.77%
- 🇩🇰 Denmark1.63%
- 🇫🇷 France1.44%
- 🇸🇪 Sweden1.16%
- 🇳🇴 Norway1.01%
- 🇮🇱 Israel0.75%
- 🇫🇮 Finland0.53%
- 🇱🇺 Luxembourg0.52%
- 🇰🇷 South Korea0.43%
- 🇧🇷 Brazil0.34%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.32%
1 out of 2 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.49%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 1.32% | 1.49% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (JeppeKirkBonde) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (JeppeKirkBonde) | Pay Day | Aug 14, 2025 | $0.26 |
 NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Aug 15, 2025 | $0.58 |
NOVO-B.CO (JeppeKirkBonde) | Pay Day | Aug 19, 2025 | $0.58 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Aug 20, 2025 | $0.70 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
 EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Sep 3, 2025 | $0.70 |
 D (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $0.67 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $5.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
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 |
Performance Metrics
Score 2.8/10
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-2.67
-2.67
-3
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.08
-0.08
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.3
0.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.06
-0.06
-1
1
2
3
3
Jensen's Alpha
-2.67
-2.67
-3
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.08
-0.08
-1
0.75
1.25
2
2
Information Ratio
-0.62
-0.62
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.39% | Nov 2021 | Jan 2025 | 38 |
-5.17% | Feb 2025 | May 2025 | 3 |