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+2.92%
This Month
+4.78%
Year To Date
+26.46%
2 Years
-15.43%
5 Years
-15.43%
10 Years
-4.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading22.67%
- 🖥️ Technology Services21.25%
- 📊 ETFs14.39%
- 💻 Electronic Technology11.72%
- 🧬 Health Technology6.89%
- 🪙 Cryptocurrencies5.89%
- 💰 Finance4.18%
- 💵 Cash3.52%
- 🚗 Consumer Durables3.07%
- 🛠️ Producer Manufacturing2.05%
- 🍞 Consumer Non Durables1.99%
- 🪨 Non Energy Minerals1.21%
- ⚡ Utilities1.04%
- 💇♀️ Consumer Services0.03%
- 🏥 Health Services0.01%
- 🚚 Transportation0%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.51%
- 🇺🇸 Nasdaq32.23%
- 🇬🇧 LSE10.69%
- 🌍 Digital Currency8.25%
- 🇳🇱 Euronext Amsterdam3.17%
- 🇺🇸 Chicago Board Options Exchange2.85%
- 🇭🇰 Hong Kong Exchanges2.61%
- 🇩🇰 Copenhagen Stock Exchange0.61%
- 🇩🇪 FRA0.49%
- 🇩🇪 Xetra ETFs0.37%
- 🇨🇭 SIX0.31%
- 🇫🇷 Euronext Paris0.24%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇮🇹 Borsa Italiana0.12%
- 🇦🇪 Dubai Financial Market0.08%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🌍 CFD0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇦🇺 Sydney0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.88%
- 🇬🇧 United Kingdom8.94%
- 🇩🇰 Denmark7.6%
- 🇨🇳 China5.26%
- 🇨🇦 Canada3.61%
- 🇳🇱 Netherlands3.35%
- 🇮🇳 India1.21%
- 🇹🇼 Taiwan0.69%
- 🇩🇪 Germany0.49%
- 🇨🇭 Switzerland0.35%
- 🇮🇪 Ireland0.27%
- 🇫🇷 France0.24%
- 🇪🇸 Spain0.21%
- 🇿🇦 South Africa0.21%
- 🇮🇹 Italy0.12%
- 🇰🇾 Cayman Islands0.07%
- 🇸🇪 Sweden0.06%
- 🇮🇱 Israel0.05%
- 🇳🇴 Norway0.05%
- 🇦🇺 Australia0.04%
- 🇫🇮 Finland0.02%
- 🇱🇺 Luxembourg0.02%
- 🇺🇾 Uruguay0.02%
- 🇯🇵 Japan0.02%
- 🇰🇷 South Korea0.02%
- 🇧🇷 Brazil0.02%
- 🇸🇬 Singapore0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.94%
29 out of 58 instruments pay dividend.
59 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVO | 0.15% | 2.18% | $0.98 |
 O | 0.13% | 5.45% | $3.09 |
 RR.L | 0.08% | 0.99% | - |
 VOO | 0.07% | 1.22% | - |
 ARKK.L | 0.06% | 5.28% | - |
 JeppeKirkBonde | 0.06% | 1.45% | - |
 GOOG | 0.04% | 0.39% | $0.2 |
 IVV | 0.04% | 1.29% | - |
 GIL | 0.03% | 1.64% | $0.79 |
 CPHequities | 0.03% | 0.77% | - |
 NEE | 0.03% | 3% | $1.97 |
 FEZ | 0.03% | 2.45% | - |
 01211.HK | 0.03% | 1.29% | $3.41 |
 GoldWorldWide | 0.02% | 0.96% | - |
 MSFT | 0.02% | 0.65% | $3 |
 Diabetes-Med | 0.02% | 1.8% | - |
 WarrenBuffet-CF | 0.02% | 1.65% | - |
 FrameInvestment | 0.02% | 0.83% | - |
 PRX.NV | 0.01% | 0.38% | $0.07 |
 IWF | 0.01% | 0.42% | - |
 Wesl3y | 0.01% | 1.08% | - |
 rubymza | 0.01% | 1.25% | - |
 META | 0.01% | 0.28% | $1 |
 BigTech | 0.01% | 0.33% | - |
 Invest2save | 0% | 0.21% | - |
 SolKInvesting | 0% | 0.14% | - |
 Miyoshi | 0% | 0.11% | - |
 NVDA | 0% | 0.02% | $0.02 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (rubymza) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 CHE (rubymza) | Pay Day | Aug 29, 2025 | $0.60 |
GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 WY (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $0.21 |
 B (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $0.15 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | Aug 29, 2025 | $0.40 |
B (GoldWorldWide) | Ex-Dividend | Aug 29, 2025 | $0.15 |
 PAAS (GoldWorldWide) | Pay Day | Aug 29, 2025 | $0.12 |
 AG (GoldWorldWide) | Ex-Dividend | Aug 29, 2025 | $0.00 |
 WFC (CPHequities) | Pay Day | Sep 1, 2025 | $0.45 |
 KR (WarrenBuffet-CF) | Pay Day | Sep 1, 2025 | $0.35 |
 MAG (GoldWorldWide) | Pay Day | Sep 1, 2025 | $0.14 |
O | Ex-Dividend | Sep 2, 2025 | $0.27 |
 PFE (Diabetes-Med) | Pay Day | Sep 2, 2025 | $0.43 |
 V (FrameInvestment) | Pay Day | Sep 2, 2025 | $0.59 |
V (CPHequities) | Pay Day | Sep 2, 2025 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Sep 2, 2025 | $0.82 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
 NOC (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $2.31 |
 EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
V (WarrenBuffet-CF) | Pay Day | Sep 2, 2025 | $0.59 |
 COF (WarrenBuffet-CF) | Pay Day | Sep 2, 2025 | $0.60 |
 AEM (GoldWorldWide) | Ex-Dividend | Sep 2, 2025 | $0.40 |
 HAS (JeppeKirkBonde) | Pay Day | Sep 3, 2025 | $0.70 |
 AER (CPHequities) | Pay Day | Sep 4, 2025 | $0.27 |
 QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
 NEM (GoldWorldWide) | Ex-Dividend | Sep 4, 2025 | $0.25 |
 KGC (GoldWorldWide) | Pay Day | Sep 4, 2025 | $0.03 |
 WPM (GoldWorldWide) | Pay Day | Sep 4, 2025 | $0.16 |
 HL (GoldWorldWide) | Pay Day | Sep 4, 2025 | $0.00 |
 AU (CPHequities) | Pay Day | Sep 5, 2025 | $0.80 |
 D (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $0.67 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $5.21 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Sep 5, 2025 | $0.28 |
 MCO (WarrenBuffet-CF) | Pay Day | Sep 5, 2025 | $0.94 |
AU (GoldWorldWide) | Pay Day | Sep 5, 2025 | $0.80 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (rubymza) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (Wesl3y) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 BDX (Diabetes-Med) | Ex-Dividend | Sep 8, 2025 | $1.04 |
 AZN.L (Diabetes-Med) | Pay Day | Sep 8, 2025 | $1.03 |
GOOG (FrameInvestment) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 JNJ (Diabetes-Med) | Pay Day | Sep 9, 2025 | $1.30 |
 LLY (Diabetes-Med) | Pay Day | Sep 10, 2025 | $1.50 |
LLY (FrameInvestment) | Pay Day | Sep 10, 2025 | $1.50 |
 CVX (WarrenBuffet-CF) | Pay Day | Sep 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (rubymza) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (rubymza) | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (Invest2save) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (FrameInvestment) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (FrameInvestment) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (CPHequities) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (JeppeKirkBonde) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (BigTech) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
 FNV (GoldWorldWide) | Ex-Dividend | Sep 11, 2025 | $0.38 |
 WTC.ASX (Invest2save) | Ex-Dividend | Sep 12, 2025 | $0.05 |
WY (JeppeKirkBonde) | Pay Day | Sep 12, 2025 | $0.21 |
 CB (WarrenBuffet-CF) | Ex-Dividend | Sep 12, 2025 | $0.97 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GIL | Pay Day | Sep 15, 2025 | $0.23 |
GOOG (rubymza) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (Wesl3y) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (Wesl3y) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 MRK (Diabetes-Med) | Ex-Dividend | Sep 15, 2025 | $0.81 |
GOOG (FrameInvestment) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Sep 15, 2025 | $0.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
B (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.15 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOGL (BigTech) | Pay Day | Sep 15, 2025 | $0.21 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Sep 15, 2025 | $1.74 |
B (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.15 |
AEM (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.40 |
AG (GoldWorldWide) | Pay Day | Sep 15, 2025 | $0.00 |
 TSM (FrameInvestment) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BCS (FrameInvestment) | Pay Day | Sep 16, 2025 | $0.16 |
 BARC.L (CPHequities) | Pay Day | Sep 16, 2025 | $0.04 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 EQIX (rubymza) | Pay Day | Sep 17, 2025 | $4.69 |
NOC (JeppeKirkBonde) | Pay Day | Sep 17, 2025 | $2.31 |
D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
UNH (Wesl3y) | Pay Day | Sep 23, 2025 | $2.21 |
BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
UNH (WarrenBuffet-CF) | Pay Day | Sep 23, 2025 | $2.21 |
 RMV.L (Wesl3y) | Ex-Dividend | Sep 25, 2025 | $0.06 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
FNV (GoldWorldWide) | Pay Day | Sep 25, 2025 | $0.38 |
 BNP.PA (rubymza) | Ex-Dividend | Sep 26, 2025 | $3.05 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
BAC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.28 |
KHC (WarrenBuffet-CF) | Pay Day | Sep 26, 2025 | $0.40 |
GS (rubymza) | Pay Day | Sep 29, 2025 | $4.00 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
NEM (GoldWorldWide) | Pay Day | Sep 29, 2025 | $0.25 |
BNP.PA (rubymza) | Pay Day | Sep 30, 2025 | $3.05 |
 BAB.L (Invest2save) | Pay Day | Sep 30, 2025 | $0.06 |
BDX (Diabetes-Med) | Pay Day | Sep 30, 2025 | $1.04 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
DPZ (WarrenBuffet-CF) | Pay Day | Sep 30, 2025 | $1.74 |
MCK (CPHequities) | Pay Day | Oct 1, 2025 | $0.82 |
KO (WarrenBuffet-CF) | Pay Day | Oct 1, 2025 | $0.51 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (rubymza) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Invest2save) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (FrameInvestment) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (CPHequities) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (JeppeKirkBonde) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Oct 2, 2025 | $0.01 |
CB (WarrenBuffet-CF) | Pay Day | Oct 3, 2025 | $0.97 |
 RGLD (GoldWorldWide) | Ex-Dividend | Oct 3, 2025 | $0.45 |
MRK (Diabetes-Med) | Pay Day | Oct 7, 2025 | $0.81 |
TSM (FrameInvestment) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
WTC.ASX (Invest2save) | Pay Day | Oct 10, 2025 | $0.05 |
OXY (WarrenBuffet-CF) | Pay Day | Oct 15, 2025 | $0.24 |
RGLD (GoldWorldWide) | Pay Day | Oct 17, 2025 | $0.45 |
RMV.L (Wesl3y) | Pay Day | Oct 24, 2025 | $0.06 |
 MC.PA (FrameInvestment) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (FrameInvestment) | Pay Day | Dec 4, 2025 | $6.47 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
 INDA (FrameInvestment) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.27
-0.27
-1
1
2
3
3
Jensen's Alpha
-14.92
-14.92
-15
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.35
-0.35
-1
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.27
-0.27
-1
1
2
3
3
Jensen's Alpha
-14.92
-14.92
-15
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.35
-0.35
-1
0.75
1.25
2
2
Information Ratio
-0.9
-0.9
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.52
High:
PLTR
520.84PLTRLow:
XPEV
-36.22XPEVDetails
PEG Ratio
83.1
High:PLTR
664.63PLTRLow:
NIO
-99.27NIODetails
Price/Book
10.18
High:PLTR
62.7PLTRLow:
9866.HK
-275.049866.HKDetails
Price/Sales
9.82
High:PLTR
116.74PLTRLow:
ARVLF
-ARVLFDetails
Price/CF
21.55
High:PLTR
202PLTRLow:
TDOC
5.05TDOCDetails
Price/FCF
44.55
High:
NEE
2,356.18NEELow:TDOC
5.25TDOCDetails
P/E Ratio
29.52
High:PLTR
520.84PLTRLow:XPEV
-36.22XPEVDetails
PEG Ratio
83.1
High:PLTR
664.63PLTRLow:NIO
-99.27NIODetails
Price/Book
10.18
High:PLTR
62.7PLTRLow:9866.HK
-275.049866.HKDetails
Price/Sales
9.82
High:PLTR
116.74PLTRLow:ARVLF
-ARVLFDetails
Price/CF
21.55
High:PLTR
202PLTRLow:TDOC
5.05TDOCDetails
Price/FCF
44.55
High:NEE
2,356.18NEELow:TDOC
5.25TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.45% | Jul 2021 | - | 50 |
-1.7% | May 2021 | Jun 2021 | 1 |