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+0.62%
This Month
+37.72%
Year To Date
+40.78%
2 Years
+40.78%
5 Years
+40.78%
10 Years
+31.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.11%
- 🪨 Non Energy Minerals18.01%
- 🛠️ Producer Manufacturing14.33%
- 🖥️ Technology Services12.12%
- 👥 Copy Trading7.71%
- 🧬 Health Technology6.98%
- ⚡ Utilities4.79%
- 📈 Indexes3.68%
- 🍞 Consumer Non Durables2.55%
- 💼 Commercial Services2.18%
- 🚗 Consumer Durables1.53%
- 🏭 Industrial Services1.51%
- 🧪 Process Industries0.5%
- 💰 Finance0.48%
- 💇♀️ Consumer Services0.42%
- 💵 Cash0.07%
- 🪙 Cryptocurrencies0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.66%
- 🇺🇸 NYSE19.86%
- 🇬🇧 LSE14.02%
- 🇨🇭 SIX8.84%
- 🇩🇪 FRA4.29%
- 🌍 CFD3.68%
- 🇫🇷 Euronext Paris3.44%
- 🇩🇪 Xetra ETFs1.97%
- 🇩🇰 Copenhagen Stock Exchange1.51%
- 🇪🇸 Bolsa De Madrid0.15%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇦🇪 Dubai Financial Market0.08%
- 🇺🇸 Chicago Board Options Exchange0.08%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🌍 Digital Currency0.05%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.91%
- 🇨🇭 Switzerland8.84%
- 🇹🇼 Taiwan6.14%
- 🇬🇧 United Kingdom4.57%
- 🇫🇷 France3.44%
- 🇨🇦 Canada2.35%
- 🇦🇹 Austria2.21%
- 🇩🇪 Germany2.08%
- 🇱🇺 Luxembourg1.8%
- 🇩🇰 Denmark1.51%
- 🇲🇽 Mexico0.92%
- 🇳🇱 Netherlands0.15%
- 🇪🇸 Spain0.15%
- 🇨🇳 China0.07%
- 🇸🇪 Sweden0.07%
- 🇳🇴 Norway0.04%
- 🇰🇷 South Korea0.02%
- 🇫🇮 Finland0.02%
- 🇮🇱 Israel0.02%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.02%
24 out of 38 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $CWEN (5.2%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CWEN | 0.17% | 5.2% | $1.6 |
 DGE.L | 0.12% | 4.78% | $0.81 |
 CRH.L | 0.12% | 1.22% | $1.61 |
 ABBN.ZU | 0.12% | 1.53% | $0.87 |
 WIB.DE | 0.07% | 3.24% | - |
 TSM | 0.05% | 0.9% | $1.74 |
 SU.PA | 0.05% | 1.66% | $3.5 |
 HOLN.ZU | 0.04% | 4.14% | $2.8 |
 NEE | 0.04% | 2.73% | $1.97 |
 JeppeKirkBonde | 0.04% | 1% | - |
 SIE.DE | 0.04% | 2.22% | $4.7 |
 AZN | 0.03% | 1.7% | $1.42 |
 FLS.CO | 0.03% | 1.95% | $4 |
 SGO.PA | 0.02% | 2.54% | $2.1 |
 BAM | 0.02% | 3.3% | $1.41 |
 AAPL | 0.01% | 0.37% | $0.97 |
 ROP | 0.01% | 0.76% | $2.93 |
 CX | 0.01% | 0.8% | - |
 GVA | 0.01% | 0.48% | $0.52 |
 CNK | 0.01% | 1.5% | - |
 GOOG | 0.01% | 0.26% | $0.2 |
 MLM | 0% | 0.52% | $2.96 |
 TKA.DE | 0% | 1.59% | $0.15 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
 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 | Pay Day | Jan 8, 2026 | $0.84 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 6.6/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
1.66
1.66
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
1.05
1.05
0
0.5
1
2
2
Sortino Ratio
1.74
1.74
0
1
2
3
3
Jensen's Alpha
1.66
1.66
-2
0
2
4.5
4.5
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
1.22
1.22
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
2.27
2.27
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.22
High:
PLTR
416.09PLTRLow:
MNTK
-27.44MNTKDetails
PEG Ratio
156.64
High:
ROP
451.27ROPLow:
AIP
-163.82AIPDetails
Price/Book
21.53
High:PLTR
64.34PLTRLow:AIP
-63.69AIPDetails
Price/Sales
14.38
High:
RNA
472.73RNALow:
TKA.DE
0.17TKA.DEDetails
Price/CF
37.93
High:AIP
463.21AIPLow:TKA.DE
3.9TKA.DEDetails
Price/FCF
58.71
High:
NEE
2,356.18NEELow:TKA.DE
7.9TKA.DEDetails
P/E Ratio
41.22
High:PLTR
416.09PLTRLow:MNTK
-27.44MNTKDetails
PEG Ratio
156.64
High:ROP
451.27ROPLow:AIP
-163.82AIPDetails
Price/Book
21.53
High:PLTR
64.34PLTRLow:AIP
-63.69AIPDetails
Price/Sales
14.38
High:RNA
472.73RNALow:TKA.DE
0.17TKA.DEDetails
Price/CF
37.93
High:AIP
463.21AIPLow:TKA.DE
3.9TKA.DEDetails
Price/FCF
58.71
High:NEE
2,356.18NEELow:TKA.DE
7.9TKA.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.82% | Dec 2024 | May 2025 | 5 |
-2.92% | Nov 2025 | - | 2 |
-2.06% | Jun 2024 | Jul 2024 | 1 |
-0.37% | Aug 2024 | Sep 2024 | 1 |
-0.21% | Oct 2024 | Nov 2024 | 1 |