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+0.24%
This Month
+20.22%
Year To Date
+46.68%
2 Years
+35.36%
5 Years
+35.36%
10 Years
+6.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading30.18%
- 📊 ETFs27.65%
- 💵 Cash19.97%
- 💻 Electronic Technology6.52%
- 🖥️ Technology Services6.35%
- 🧬 Health Technology3.87%
- 🚗 Consumer Durables3.41%
- ⛏️ Energy Minerals2.25%
- 🪙 Cryptocurrencies2.19%
- 🍞 Consumer Non Durables0.9%
- 🛍️ Retail Trade0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.75%
- 🇺🇸 Nasdaq24.12%
- 🇩🇪 Xetra ETFs4.24%
- 🇬🇧 LSE4%
- 🇺🇸 Chicago Board Options Exchange3.16%
- 🌍 Digital Currency2.19%
- 🇨🇭 SIX1.02%
- 🇪🇸 Bolsa De Madrid0.62%
- 🇩🇪 FRA0.61%
- 🇭🇰 Hong Kong Exchanges0.54%
- 🇫🇷 Euronext Paris0.45%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇦🇪 Dubai Financial Market0.36%
- 🇩🇰 Copenhagen Stock Exchange0.34%
- 🇸🇪 Stockholm Stock Exchange0.31%
- 🇳🇴 Oslo Stock Exchange0.19%
- 🇫🇮 Helsinki Stock Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.56%
- 🇬🇧 United Kingdom2.95%
- 🇹🇼 Taiwan1.29%
- 🇨🇭 Switzerland1.02%
- 🇨🇳 China0.75%
- 🇨🇦 Canada0.74%
- 🇪🇸 Spain0.62%
- 🇳🇱 Netherlands0.62%
- 🇩🇪 Germany0.61%
- 🇫🇷 France0.45%
- 🇩🇰 Denmark0.34%
- 🇸🇪 Sweden0.31%
- 🇳🇴 Norway0.19%
- 🇫🇮 Finland0.1%
- 🇰🇷 South Korea0.1%
- 🇮🇱 Israel0.08%
- 🇧🇷 Brazil0.07%
- 🇱🇺 Luxembourg0.07%
- 🇬🇮 Gibraltar0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.98%
10 out of 25 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.26% | 6.65% | $1.66 |
 Richardstroud | 0.2% | 1.53% | - |
 F | 0.18% | 5.45% | $0.78 |
 JeppeKirkBonde | 0.18% | 1.02% | - |
 LMT | 0.06% | 2.78% | $12.45 |
 OXY | 0.05% | 2.34% | $0.8 |
 NKE | 0.02% | 2.39% | $1.45 |
 TGT | 0.02% | 4.66% | $4.42 |
 GOOG | 0.02% | 0.27% | $0.2 |
 AAPL | 0.01% | 0.37% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 BBJP | Pay Day | Dec 27, 2025 | $0.00 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
 NXT.L (Richardstroud) | Pay Day | Jan 5, 2026 | $1.19 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.1/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.39
0.39
0
1
2
3
3
Jensen's Alpha
-4.82
-4.82
-5
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.4
0.4
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.57
High:
AMD
104.17AMDLow:
NIO
-3.46NIODetails
PEG Ratio
73.9
High:
AAPL
163.29AAPLLow:NIO
-136.88NIODetails
Price/Book
9.83
High:AAPL
55.76AAPLLow:
F
1.22FDetails
Price/Sales
7.54
High:AMD
10.8AMDLow:F
0.29FDetails
Price/CF
20.41
High:AMD
40.84AMDLow:F
2.37FDetails
Price/FCF
45.31
High:
PFE
202.63PFELow:F
5.43FDetails
P/E Ratio
31.57
High:AMD
104.17AMDLow:NIO
-3.46NIODetails
PEG Ratio
73.9
High:AAPL
163.29AAPLLow:NIO
-136.88NIODetails
Price/Book
9.83
High:AAPL
55.76AAPLLow:F
1.22FDetails
Price/Sales
7.54
High:AMD
10.8AMDLow:F
0.29FDetails
Price/CF
20.41
High:AMD
40.84AMDLow:F
2.37FDetails
Price/FCF
45.31
High:PFE
202.63PFELow:F
5.43FDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.34% | Nov 2021 | Sep 2024 | 34 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-4.8% | Feb 2025 | Jun 2025 | 4 |
-1.85% | Mar 2021 | Jun 2021 | 3 |
-1% | Oct 2024 | Nov 2024 | 1 |
-0.92% | Dec 2024 | Jan 2025 | 1 |
-0.53% | Jul 2021 | Aug 2021 | 1 |
-0.37% | Nov 2025 | - | 2 |