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0%
This Month
+4.73%
Year To Date
+35.6%
2 Years
+7.86%
5 Years
+21.88%
10 Years
+3.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash43.27%
- 👥 Copy Trading21.09%
- 🛠️ Producer Manufacturing8.74%
- 🪙 Cryptocurrencies5.39%
- 💻 Electronic Technology4.58%
- 💰 Finance2.46%
- 🚚 Transportation2.12%
- 🚗 Consumer Durables1.8%
- 📊 ETFs1.73%
- 🖥️ Technology Services1.18%
- 🧪 Process Industries0.69%
- 🏥 Health Services0.65%
- 🧬 Health Technology0.15%
- 💇♀️ Consumer Services0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.44%
- 🇺🇸 NYSE9.73%
- 🌍 Digital Currency5.75%
- 🇩🇪 FRA2.32%
- 🇨🇭 SIX0.71%
- 🇬🇧 LSE0.38%
- 🇺🇸 Chicago Board Options Exchange0.38%
- 🇫🇷 Euronext Paris0.24%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇩🇰 Copenhagen Stock Exchange0.15%
- 🇦🇪 Dubai Financial Market0.14%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇫🇮 Helsinki Stock Exchange0.05%
- Regular Trading Hours - RTH0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.08%
- 🇩🇪 Germany2.32%
- 🇹🇼 Taiwan0.78%
- 🇨🇭 Switzerland0.71%
- 🇨🇳 China0.62%
- 🇨🇦 Canada0.44%
- 🇳🇱 Netherlands0.44%
- 🇩🇰 Denmark0.27%
- 🇫🇷 France0.24%
- 🇸🇪 Sweden0.14%
- 🇮🇪 Ireland0.11%
- 🇬🇧 United Kingdom0.11%
- 🇳🇴 Norway0.11%
- 🇰🇷 South Korea0.1%
- 🇪🇸 Spain0.08%
- 🇱🇺 Luxembourg0.06%
- 🇫🇮 Finland0.05%
- 🇸🇬 Singapore0.05%
- 🇧🇷 Brazil0.04%
- 🇮🇱 Israel0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.23%
7 out of 39 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $LHA.DE (4.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.08% | 0.94% | - |
 LHA.DE | 0.06% | 4.22% | $0.3 |
 pino428 | 0.04% | 1.35% | - |
 FME.DE | 0.02% | 3.81% | $1.19 |
 GM | 0.01% | 0.78% | $0.42 |
 ReturnInvest | 0.01% | 0.08% | - |
 AAPL | 0.01% | 0.38% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
 BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
 MSFT (ReturnInvest) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (pino428) | Ex-Dividend | May 21, 2026 | $0.91 |
 JNJ (pino428) | Ex-Dividend | May 26, 2026 | $1.34 |
 GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
JNJ (pino428) | Pay Day | Jun 9, 2026 | $1.34 |
MSFT (ReturnInvest) | Pay Day | Jun 11, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (pino428) | Pay Day | Jun 11, 2026 | $0.91 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 DIS (ReturnInvest) | Ex-Dividend | Jun 30, 2026 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
DIS (ReturnInvest) | Pay Day | Jul 22, 2026 | $0.75 |
Performance Metrics
Score 2.6/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-8.57
-8.57
-9
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-8.57
-8.57
-9
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
39.01
High:
LITE
273.38LITELow:
INTC
-836.39INTCDetails
PEG Ratio
37.47
High:LITE
186.45LITELow:INTC
-851.7INTCDetails
Price/Book
17.91
High:LITE
75.4LITELow:
PTON
-6.63PTONDetails
Price/Sales
6.36
High:
SPCE
121.89SPCELow:
SUNWQ
-SUNWQDetails
Price/CF
26.75
High:
BA
163.87BALow:LHA.DE
2.7LHA.DEDetails
Price/FCF
39.6
High:
03690.HK
387.8103690.HKLow:PTON
7.51PTONDetails
P/E Ratio
39.01
High:LITE
273.38LITELow:INTC
-836.39INTCDetails
PEG Ratio
37.47
High:LITE
186.45LITELow:INTC
-851.7INTCDetails
Price/Book
17.91
High:LITE
75.4LITELow:PTON
-6.63PTONDetails
Price/Sales
6.36
High:SPCE
121.89SPCELow:SUNWQ
-SUNWQDetails
Price/CF
26.75
High:BA
163.87BALow:LHA.DE
2.7LHA.DEDetails
Price/FCF
39.6
High:03690.HK
387.8103690.HKLow:PTON
7.51PTONDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.26% | Nov 2021 | - | 54 |
-8.28% | Jul 2021 | Oct 2021 | 3 |
-3.95% | Oct 2020 | Nov 2020 | 1 |
-3.06% | May 2021 | Jun 2021 | 1 |
-0.12% | Feb 2021 | Mar 2021 | 1 |