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+15.89%
This Month
+16.38%
Year To Date
+71.91%
2 Years
+115.86%
5 Years
+115.86%
10 Years
+19.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology40.87%
- 🖥️ Technology Services16.13%
- 🛠️ Producer Manufacturing8.23%
- 💰 Finance6.42%
- 🛍️ Retail Trade5.37%
- 🏭 Industrial Services4.72%
- 🧬 Health Technology4.35%
- 🚗 Consumer Durables3.48%
- 🪨 Non Energy Minerals1.99%
- 🏥 Health Services1.56%
- ⛏️ Energy Minerals1.52%
- 🍞 Consumer Non Durables1.32%
- ⚡ Utilities1.26%
- 🚚 Transportation1.19%
- 💵 Cash1.06%
- 📦 Distribution Services0.73%
- 👥 Copy Trading0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq56.62%
- 🇺🇸 NYSE37.7%
- 🇭🇰 Hong Kong Exchanges2.73%
- 🇬🇧 LSE1.92%
- 🇫🇷 Euronext Paris0.24%
- 🇨🇭 SIX0.01%
- 🇳🇱 Euronext Amsterdam0%
- 🇩🇪 FRA0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇦🇪 Dubai Financial Market0%
- 🇺🇸 Chicago Board Options Exchange0%
- 🇳🇴 Oslo Stock Exchange0%
- 🇪🇸 Bolsa De Madrid0%
- 🇫🇮 Helsinki Stock Exchange0%
- Regular Trading Hours - RTH0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.92%
- 🇨🇳 China5.07%
- 🇹🇼 Taiwan4.38%
- 🇰🇾 Cayman Islands4.37%
- 🇩🇰 Denmark3.72%
- 🇨🇦 Canada2.71%
- 🇬🇧 United Kingdom1.92%
- 🇭🇰 Hong Kong1.56%
- 🇧🇷 Brazil0.93%
- 🇨🇭 Switzerland0.4%
- 🇳🇱 Netherlands0.22%
- 🇫🇷 France0.03%
- 🇩🇪 Germany0%
- 🇸🇪 Sweden0%
- 🇳🇴 Norway0%
- 🇰🇷 South Korea0%
- 🇪🇸 Spain0%
- 🇱🇺 Luxembourg0%
- 🇫🇮 Finland0%
- 🇮🇱 Israel0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.66%
33 out of 58 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (7.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NVO | 0.11% | 3.04% | $0.98 |
 ET | 0.08% | 7% | $1.25 |
 HSBA.L | 0.08% | 4.18% | $0.49 |
 PBR.A | 0.07% | 7.19% | $2.21 |
 CI | 0.03% | 2.2% | $5.26 |
 TSM | 0.03% | 0.62% | $1.74 |
 FINV | 0.03% | 1.52% | $0.24 |
 AVGO | 0.03% | 0.62% | $19.7 |
 MSFT | 0.02% | 0.85% | $3 |
 JD.US | 0.02% | 3.12% | $0.74 |
 SIMO | 0.02% | 2.16% | $1.49 |
 PR | 0.02% | 3.11% | $0.21 |
 AAPL | 0.01% | 0.38% | $0.97 |
 META | 0.01% | 0.31% | $1 |
 GOOGL | 0.01% | 0.25% | $0.2 |
 GM | 0.01% | 0.78% | $0.42 |
 PUK | 0.01% | 1.64% | $0.41 |
 AGX | 0.01% | 0.31% | $1.15 |
 VST | 0.01% | 0.56% | $0.85 |
 COKE | 0.01% | 0.54% | $2 |
 CB | 0% | 1.18% | $3.49 |
 LLY | 0% | 0.68% | $4.86 |
 AIR.PA | 0% | 1.81% | $1.8 |
 KGC | 0% | 0.39% | $0.12 |
 HWM | 0% | 0.18% | $0.19 |
 GEV | 0% | 0.15% | - |
 3750.HK | 0% | 0.16% | - |
 MRVL | 0% | 0.16% | $0.24 |
 NVDA | 0% | 0.02% | $0.02 |
 CCJ | 0% | 0.14% | $0.09 |
 JeppeKirkBonde | 0% | 0.97% | - |
 HEI | 0% | 0.08% | $0.2 |
 MC.PA | 0% | 2.66% | $13 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
COKE | Ex-Dividend | Apr 24, 2026 | $0.25 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 VISN | Pay Day | Apr 27, 2026 | $10.00 |
MC.PA | Ex-Dividend | Apr 28, 2026 | $8.60 |
MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
JD.US | Pay Day | Apr 29, 2026 | $1.00 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
MC.PA | Pay Day | Apr 30, 2026 | $8.60 |
HSBA.L | Pay Day | Apr 30, 2026 | $0.45 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
AGX | Pay Day | Apr 30, 2026 | $0.50 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $1.50 |
MC.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $8.60 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 30, 2026 | $9.76 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
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 |
FINV | Pay Day | May 7, 2026 | $0.31 |
SIMO | Ex-Dividend | May 7, 2026 | $0.50 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
COKE | Pay Day | May 8, 2026 | $0.25 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
PUK | Pay Day | May 13, 2026 | $0.38 |
 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 | Ex-Dividend | May 21, 2026 | $0.91 |
SIMO | Pay Day | May 21, 2026 | $0.50 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
 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 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 7.6/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
9.49
9.49
-2
0
2
10
10
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
0.83
0.83
0
0.5
1
1.5
1.5
Sortino Ratio
1.62
1.62
0
1
2
3
3
Jensen's Alpha
9.49
9.49
-2
0
2
10
10
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1.93
1.93
0
0.75
1.25
2
2
Information Ratio
0.46
0.46
0
0.3
0.6
1
1
Calmar Ratio
1.32
1.32
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
36.97
High:
TSLA
364.78TSLALow:
CRWD
-573.06CRWDDetails
PEG Ratio
99.11
High:
UBER
561.2UBERLow:VISN
0.76VISNDetails
Price/Book
13.58
High:
BE
75.73BELow:COKE
-17.11COKEDetails
Price/Sales
10.21
High:
IONQ
130.8IONQLow:
KD
0.22KDDetails
Price/CF
27.86
High:BE
201.02BELow:PBR.A
2.12PBR.ADetails
Price/FCF
57.7
High:BE
407.26BELow:HSBA.L
5HSBA.LDetails
P/E Ratio
36.97
High:TSLA
364.78TSLALow:CRWD
-573.06CRWDDetails
PEG Ratio
99.11
High:UBER
561.2UBERLow:VISN
0.76VISNDetails
Price/Book
13.58
High:BE
75.73BELow:COKE
-17.11COKEDetails
Price/Sales
10.21
High:IONQ
130.8IONQLow:KD
0.22KDDetails
Price/CF
27.86
High:BE
201.02BELow:PBR.A
2.12PBR.ADetails
Price/FCF
57.7
High:BE
407.26BELow:HSBA.L
5HSBA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.93% | Aug 2023 | Feb 2024 | 6 |
-10.44% | Dec 2024 | May 2025 | 5 |
-7.59% | Feb 2026 | Apr 2026 | 2 |
-3.79% | Apr 2024 | May 2024 | 1 |
-2.95% | Nov 2025 | Jan 2026 | 2 |
-2.46% | Feb 2023 | May 2023 | 3 |
-1.25% | Jul 2024 | Sep 2024 | 2 |