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+0.73%
This Month
+35.22%
Year To Date
+38.23%
2 Years
+38.23%
5 Years
+38.23%
10 Years
+34.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology23.14%
- 🪨 Non Energy Minerals18.15%
- 🛠️ Producer Manufacturing15.08%
- 🖥️ Technology Services11.89%
- 👥 Copy Trading7.65%
- 🧬 Health Technology5.63%
- ⚡ Utilities4.64%
- 📈 Indexes3.59%
- 🍞 Consumer Non Durables2.81%
- 💼 Commercial Services2.26%
- 🚗 Consumer Durables1.52%
- 🏭 Industrial Services1.49%
- 🧪 Process Industries0.63%
- 💵 Cash0.61%
- 💇♀️ Consumer Services0.51%
- 💰 Finance0.5%
- 🪙 Cryptocurrencies0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.16%
- 🇺🇸 NYSE19.85%
- 🇬🇧 LSE14.18%
- 🇨🇭 SIX9.55%
- 🇩🇪 FRA4.19%
- 🇫🇷 Euronext Paris3.64%
- 🌍 CFD3.59%
- 🇩🇪 Xetra ETFs1.95%
- 🇩🇰 Copenhagen Stock Exchange1.79%
- 🇪🇸 Bolsa De Madrid0.14%
- 🇺🇸 Chicago Board Options Exchange0.08%
- 🇦🇪 Dubai Financial Market0.08%
- 🇳🇱 Euronext Amsterdam0.08%
- 🇭🇰 Hong Kong Exchanges0.06%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🌍 Digital Currency0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.04%
- 🇨🇭 Switzerland9.55%
- 🇹🇼 Taiwan6.21%
- 🇬🇧 United Kingdom4.72%
- 🇫🇷 France3.64%
- 🇨🇦 Canada2.4%
- 🇩🇪 Germany2.19%
- 🇱🇺 Luxembourg2.16%
- 🇦🇹 Austria2%
- 🇩🇰 Denmark1.79%
- 🇲🇽 Mexico0.82%
- 🇪🇸 Spain0.14%
- 🇳🇱 Netherlands0.13%
- 🇨🇳 China0.08%
- 🇸🇪 Sweden0.06%
- 🇳🇴 Norway0.04%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.02%
- 🇮🇱 Israel0.02%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.02%
24 out of 39 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CWEN (5.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CWEN | 0.17% | 5.51% | $1.6 |
 DGE.L | 0.12% | 4.31% | $0.81 |
 ABBN.ZU | 0.12% | 1.54% | $0.87 |
 CRH.L | 0.12% | 1.22% | $1.61 |
 WIB.DE | 0.07% | 3.65% | - |
 TSM | 0.05% | 0.82% | $1.74 |
 HOLN.ZU | 0.05% | 4.62% | $2.8 |
 SU.PA | 0.05% | 1.58% | $3.5 |
 NEE | 0.04% | 2.61% | $1.97 |
 JeppeKirkBonde | 0.04% | 1% | - |
 SIE.DE | 0.04% | 2.14% | $4.7 |
 AZN | 0.03% | 1.83% | $1.42 |
 FLS.CO | 0.03% | 1.66% | $4 |
 SGO.PA | 0.02% | 2.44% | $2.1 |
 BAM | 0.02% | 3.17% | $1.41 |
 AAPL | 0.01% | 0.39% | $0.97 |
 ROP | 0.01% | 0.65% | $2.93 |
 CX | 0.01% | 0.9% | - |
 GVA | 0.01% | 0.49% | $0.52 |
 GOOG | 0.01% | 0.32% | $0.2 |
 CNK | 0% | 0.9% | - |
 MLM | 0% | 0.51% | $2.96 |
 TKA.DE | 0% | 1.55% | $0.15 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Oct 28, 2025 | $1.86 |
 JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
 FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
ASML.NV (JeppeKirkBonde) | Pay Day | Nov 6, 2025 | $1.86 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 1, 2025 | $3.45 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $4.00 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
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 7/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
3.22
3.22
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
1.8
1.8
0
1
2
3
3
Jensen's Alpha
3.22
3.22
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.33
1.33
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
2.39
2.39
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
45.51
High:
PLTR
603.49PLTRLow:
AIP
-16.78AIPDetails
PEG Ratio
1,927.76
High:
AAPL
27,104.01AAPLLow:AIP
-101.46AIPDetails
Price/Book
23.27
High:PLTR
72.64PLTRLow:AIP
-77.56AIPDetails
Price/Sales
14.99
High:
RNA
592.11RNALow:
TKA.DE
0.18TKA.DEDetails
Price/CF
36.5
High:PLTR
202PLTRLow:TKA.DE
3.9TKA.DEDetails
Price/FCF
56.23
High:
NEE
2,356.18NEELow:TKA.DE
7.9TKA.DEDetails
P/E Ratio
45.51
High:PLTR
603.49PLTRLow:AIP
-16.78AIPDetails
PEG Ratio
1,927.76
High:AAPL
27,104.01AAPLLow:AIP
-101.46AIPDetails
Price/Book
23.27
High:PLTR
72.64PLTRLow:AIP
-77.56AIPDetails
Price/Sales
14.99
High:RNA
592.11RNALow:TKA.DE
0.18TKA.DEDetails
Price/CF
36.5
High:PLTR
202PLTRLow:TKA.DE
3.9TKA.DEDetails
Price/FCF
56.23
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 |
-2.06% | Jun 2024 | Jul 2024 | 1 |
-0.37% | Aug 2024 | Sep 2024 | 1 |
-0.21% | Oct 2024 | Nov 2024 | 1 |