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+0.01%
Today
+0.01%
This Month
-10.3%
Year To Date
+18.62%
2 Years
-27.6%
5 Years
-8.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.31%
- 🖥️ Technology Services17.83%
- 👥 Copy Trading16.72%
- 📊 ETFs15.53%
- 🧬 Health Technology9.62%
- 💵 Cash6%
- 💰 Finance3.8%
- 🚗 Consumer Durables3.66%
- 🛍️ Retail Trade2.81%
- 🛠️ Producer Manufacturing1.65%
- ⚡ Utilities1.08%
- 🍞 Consumer Non Durables0.78%
- 🪙 Cryptocurrencies0.56%
- 💇♀️ Consumer Services0.03%
- 🏥 Health Services0.01%
- 🚚 Transportation0%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq42.71%
- 🇺🇸 NYSE34.25%
- 🇬🇧 LSE8.06%
- 🌍 Digital Currency3.39%
- 🇭🇰 Hong Kong Exchanges2.12%
- 🇳🇱 Euronext Amsterdam0.67%
- 🇩🇪 Xetra ETFs0.42%
- 🇩🇪 FRA0.29%
- 🇩🇰 Copenhagen Stock Exchange0.24%
- 🇨🇭 SIX0.22%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇫🇷 Euronext Paris0.12%
- 🇦🇺 Sydney0.1%
- 🇮🇹 Borsa Italiana0.08%
- 🇦🇪 Dubai Financial Market0.05%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.59%
- 🇩🇰 Denmark9.98%
- 🇬🇧 United Kingdom5.27%
- 🇨🇳 China4.21%
- 🇨🇦 Canada0.93%
- 🇳🇱 Netherlands0.82%
- 🇹🇼 Taiwan0.44%
- 🇩🇪 Germany0.29%
- 🇮🇪 Ireland0.27%
- 🇨🇭 Switzerland0.26%
- 🇯🇵 Japan0.19%
- 🇪🇸 Spain0.16%
- 🇫🇷 France0.12%
- 🇦🇺 Australia0.1%
- 🇮🇹 Italy0.08%
- 🇺🇾 Uruguay0.07%
- 🇰🇾 Cayman Islands0.05%
- 🇸🇪 Sweden0.04%
- 🇳🇴 Norway0.04%
- 🇱🇺 Luxembourg0.02%
- 🇫🇮 Finland0.02%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0.01%
- 🇸🇬 Singapore0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.93%
29 out of 56 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVO | 0.16% | 1.71% | $0.98 |
 O | 0.15% | 5.55% | $3.09 |
 VOO | 0.11% | 1.36% | - |
 MSFT | 0.09% | 0.74% | $3 |
 AAPL | 0.05% | 0.49% | $0.97 |
 JeppeKirkBonde | 0.04% | 1.56% | - |
 IVV | 0.04% | 1.38% | - |
 RR.L | 0.04% | 0.77% | - |
 NEE | 0.03% | 3.15% | $1.97 |
 SPY5.L | 0.03% | 1.05% | - |
 Diabetes-Med | 0.02% | 1.82% | - |
 WarrenBuffet-CF | 0.02% | 1.74% | - |
 CPHequities | 0.02% | 0.71% | - |
 GOOG | 0.02% | 0.49% | $0.2 |
 01211.HK | 0.02% | 1.04% | $3.41 |
 GIL | 0.01% | 1.76% | $0.79 |
 GM | 0.01% | 1.13% | $0.42 |
 rubymza | 0.01% | 1.27% | - |
 IWF | 0.01% | 0.5% | - |
 Wesl3y | 0.01% | 0.66% | - |
 BigTech | 0.01% | 0.39% | - |
 FrameInvestment | 0.01% | 0.89% | - |
 Invest2save | 0% | 0.53% | - |
 NVDA | 0% | 0.03% | $0.02 |
 PRX.NV | 0% | 0.23% | $0.07 |
 Miyoshi | 0% | 0.05% | - |
 NVTKL.L | 0% | 109.46% | - |
 SolKInvesting | 0% | 0.01% | - |
 pmalagon | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 C (rubymza) | Ex-Dividend | May 5, 2025 | $0.56 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
C (WarrenBuffet-CF) | Ex-Dividend | May 5, 2025 | $0.56 |
 ASML (FrameInvestment) | Pay Day | May 6, 2025 | $1.92 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.38 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
ASML (BigTech) | Pay Day | May 6, 2025 | $1.92 |
 FINV (CPHequities) | Pay Day | May 7, 2025 | $0.28 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 PFE (Diabetes-Med) | Ex-Dividend | May 9, 2025 | $0.43 |
 MA (CPHequities) | Pay Day | May 9, 2025 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | May 9, 2025 | $0.40 |
 LNG (CPHequities) | Ex-Dividend | May 9, 2025 | $0.50 |
 AXP (WarrenBuffet-CF) | Pay Day | May 9, 2025 | $0.82 |
MA (WarrenBuffet-CF) | Pay Day | May 9, 2025 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | May 9, 2025 | $0.27 |
AAPL | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (Wesl3y) | Ex-Dividend | May 12, 2025 | $0.26 |
 SAN.PA (Diabetes-Med) | Ex-Dividend | May 12, 2025 | $4.26 |
AAPL (FrameInvestment) | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (CPHequities) | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $0.26 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
AAPL (BigTech) | Ex-Dividend | May 12, 2025 | $0.26 |
AAPL (WarrenBuffet-CF) | Ex-Dividend | May 12, 2025 | $0.26 |
 V (rubymza) | Ex-Dividend | May 13, 2025 | $0.59 |
V (FrameInvestment) | Ex-Dividend | May 13, 2025 | $0.59 |
V (CPHequities) | Ex-Dividend | May 13, 2025 | $0.59 |
V (WarrenBuffet-CF) | Ex-Dividend | May 13, 2025 | $0.59 |
 PUK (rubymza) | Pay Day | May 14, 2025 | $0.33 |
SAN.PA (Diabetes-Med) | Pay Day | May 14, 2025 | $4.26 |
 SAP.DE (FrameInvestment) | Ex-Dividend | May 14, 2025 | $2.35 |
 AER (CPHequities) | Ex-Dividend | May 14, 2025 | $0.27 |
AAPL | Pay Day | May 15, 2025 | $0.26 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
MSFT (rubymza) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (Miyoshi) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (Wesl3y) | Pay Day | May 15, 2025 | $0.26 |
 ABT (Diabetes-Med) | Pay Day | May 15, 2025 | $0.59 |
AAPL (FrameInvestment) | Pay Day | May 15, 2025 | $0.26 |
MSFT (FrameInvestment) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (CPHequities) | Pay Day | May 15, 2025 | $0.26 |
MSFT (CPHequities) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (JeppeKirkBonde) | Pay Day | May 15, 2025 | $0.26 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (BigTech) | Pay Day | May 15, 2025 | $0.26 |
MSFT (BigTech) | Ex-Dividend | May 15, 2025 | $0.83 |
AAPL (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.26 |
 STZ (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $1.02 |
 KR (WarrenBuffet-CF) | Ex-Dividend | May 15, 2025 | $0.32 |
 ALLY (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.30 |
 AON (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.74 |
SAP.DE (FrameInvestment) | Pay Day | May 16, 2025 | $2.35 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
 MCO (WarrenBuffet-CF) | Ex-Dividend | May 16, 2025 | $0.94 |
LNG (CPHequities) | Pay Day | May 19, 2025 | $0.50 |
 CVX (WarrenBuffet-CF) | Ex-Dividend | May 19, 2025 | $1.71 |
 VRSN (WarrenBuffet-CF) | Ex-Dividend | May 19, 2025 | $0.77 |
GIL | Ex-Dividend | May 20, 2025 | $0.23 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
 AMAT (CPHequities) | Ex-Dividend | May 22, 2025 | $0.46 |
AMAT (BigTech) | Ex-Dividend | May 22, 2025 | $0.46 |
C (rubymza) | Pay Day | May 23, 2025 | $0.56 |
 RMV.L (Wesl3y) | Pay Day | May 23, 2025 | $0.08 |
C (WarrenBuffet-CF) | Pay Day | May 23, 2025 | $0.56 |
 JNJ (Diabetes-Med) | Ex-Dividend | May 27, 2025 | $1.30 |
VRSN (WarrenBuffet-CF) | Pay Day | May 28, 2025 | $0.77 |
SIRI (WarrenBuffet-CF) | Pay Day | May 28, 2025 | $0.27 |
 GS (rubymza) | Ex-Dividend | May 30, 2025 | $3.00 |
GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.40 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.88 |
WFC (CPHequities) | Pay Day | Jun 1, 2025 | $0.40 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2025 | $0.32 |
V (rubymza) | Pay Day | Jun 2, 2025 | $0.59 |
V (FrameInvestment) | Pay Day | Jun 2, 2025 | $0.59 |
V (CPHequities) | Pay Day | Jun 2, 2025 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Jun 2, 2025 | $0.71 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
V (WarrenBuffet-CF) | Pay Day | Jun 2, 2025 | $0.59 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
AER (CPHequities) | Pay Day | Jun 5, 2025 | $0.27 |
 QCOM (BigTech) | Ex-Dividend | Jun 5, 2025 | $0.89 |
GM | Ex-Dividend | Jun 6, 2025 | $0.15 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Jun 6, 2025 | $0.26 |
MCO (WarrenBuffet-CF) | Pay Day | Jun 6, 2025 | $0.94 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (rubymza) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Miyoshi) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (Wesl3y) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 BDX (Diabetes-Med) | Ex-Dividend | Jun 9, 2025 | $1.04 |
GOOG (FrameInvestment) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (CPHequities) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.30 |
CVX (WarrenBuffet-CF) | Pay Day | Jun 10, 2025 | $1.71 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Jun 10, 2025 | $0.24 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (rubymza) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (rubymza) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (Miyoshi) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (FrameInvestment) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (FrameInvestment) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (CPHequities) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (CPHequities) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (CPHequities) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TMUS (WarrenBuffet-CF) | Pay Day | Jun 12, 2025 | $0.88 |
PFE (Diabetes-Med) | Pay Day | Jun 13, 2025 | $0.43 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $0.51 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Jun 13, 2025 | $1.74 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
GIL | Pay Day | Jun 16, 2025 | $0.23 |
GOOG (rubymza) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Miyoshi) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (Wesl3y) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (FrameInvestment) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Jun 16, 2025 | $0.21 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Jun 16, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
 LDO.MI (CPHequities) | Ex-Dividend | Jun 23, 2025 | $0.56 |
 DIS (Wesl3y) | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI (CPHequities) | Pay Day | Jun 25, 2025 | $0.56 |
 IS04.DE (Miyoshi) | Pay Day | Jun 26, 2025 | $0.08 |
QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
BAC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.26 |
KHC (WarrenBuffet-CF) | Pay Day | Jun 27, 2025 | $0.40 |
 DBRG (rubymza) | Ex-Dividend | Jun 30, 2025 | $0.01 |
BDX (Diabetes-Med) | Pay Day | Jun 30, 2025 | $1.04 |
LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
DPZ (WarrenBuffet-CF) | Pay Day | Jun 30, 2025 | $1.74 |
MCK (CPHequities) | Pay Day | Jul 1, 2025 | $0.71 |
KO (WarrenBuffet-CF) | Pay Day | Jul 1, 2025 | $0.51 |
TSM (rubymza) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (FrameInvestment) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (CPHequities) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
DBRG (rubymza) | Pay Day | Jul 15, 2025 | $0.01 |
OXY (WarrenBuffet-CF) | Pay Day | Jul 15, 2025 | $0.24 |
DIS (Wesl3y) | Pay Day | Jul 23, 2025 | $0.50 |
 INDA (FrameInvestment) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.2/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.43
-0.43
-1
1
2
3
3
Jensen's Alpha
-15.02
-15.02
-16
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
-0.32
-0.32
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.43
-0.43
-1
1
2
3
3
Jensen's Alpha
-15.02
-15.02
-16
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.81
High:
9658.HK
64.229658.HKLow:
BILI
-40.35BILIDetails
PEG Ratio
186.09
High:
RR.L
699.56RR.LLow:BILI
-55.55BILIDetails
Price/Book
13.39
High:
AAPL
46.27AAPLLow:RR.L
-73.11RR.LDetails
Price/Sales
8.6
High:
NVDA
21.68NVDALow:
ARVLF
-ARVLFDetails
Price/CF
24.99
High:
PRX.NV
73.65PRX.NVLow:
GM
2.05GMDetails
Price/FCF
51.75
High:
NEE
2,356.18NEELow:
TDOC
4.81TDOCDetails
P/E Ratio
31.81
High:9658.HK
64.229658.HKLow:BILI
-40.35BILIDetails
PEG Ratio
186.09
High:RR.L
699.56RR.LLow:BILI
-55.55BILIDetails
Price/Book
13.39
High:AAPL
46.27AAPLLow:RR.L
-73.11RR.LDetails
Price/Sales
8.6
High:NVDA
21.68NVDALow:ARVLF
-ARVLFDetails
Price/CF
24.99
High:PRX.NV
73.65PRX.NVLow:GM
2.05GMDetails
Price/FCF
51.75
High:NEE
2,356.18NEELow:TDOC
4.81TDOCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.45% | Jul 2021 | - | 46 |
-1.7% | May 2021 | Jun 2021 | 1 |