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0%
Today
+1.52%
This Month
-0.37%
Year To Date
+23.57%
2 Years
+8.23%
5 Years
+1.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading74.43%
- 📊 ETFs21.49%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.23%
- 🇺🇸 Nasdaq25.89%
- 🇬🇧 LSE5.76%
- 🇨🇭 SIX2.92%
- 🇪🇸 Bolsa De Madrid2.69%
- 🇩🇪 FRA2.16%
- 🇺🇸 Chicago Board Options Exchange1.3%
- 🇩🇰 Copenhagen Stock Exchange1.13%
- 🇫🇷 Euronext Paris0.95%
- 🇭🇰 Hong Kong Exchanges0.91%
- 🇦🇪 Dubai Financial Market0.87%
- 🇸🇪 Stockholm Stock Exchange0.7%
- 🇳🇴 Oslo Stock Exchange0.61%
- 🇫🇮 Helsinki Stock Exchange0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.54%
- 🇬🇧 United Kingdom5.22%
- 🇨🇭 Switzerland2.92%
- 🇪🇸 Spain2.69%
- 🇹🇼 Taiwan2.61%
- 🇩🇪 Germany2.16%
- 🇯🇵 Japan1.72%
- 🇳🇱 Netherlands1.36%
- 🇨🇦 Canada1.24%
- 🇩🇰 Denmark1.13%
- 🇨🇳 China1.05%
- 🇫🇷 France0.95%
- 🇸🇪 Sweden0.7%
- 🇳🇴 Norway0.61%
- 🇱🇺 Luxembourg0.37%
- 🇫🇮 Finland0.28%
- 🇰🇷 South Korea0.21%
- 🇧🇷 Brazil0.2%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.4%
3 out of 3 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.77% | 1.61% | - |
 thomaspj | 0.35% | 1.33% | - |
 SPY | 0.28% | 1.28% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $8.54 |
 ASML (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28, 2025 | $7.83 |
 JPM (JeppeKirkBonde) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (thomaspj) | Pay Day | Apr 30, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2025 | $0.15 |
 KER.PA (JeppeKirkBonde) | Ex-Dividend | May 5, 2025 | $4.13 |
 C (thomaspj) | Ex-Dividend | May 5, 2025 | $0.56 |
 ORK.OL (JeppeKirkBonde) | Pay Day | May 6, 2025 | $0.57 |
ASML (JeppeKirkBonde) | Pay Day | May 6, 2025 | $1.92 |
KER.PA (JeppeKirkBonde) | Pay Day | May 7, 2025 | $4.13 |
 EQT (JeppeKirkBonde) | Ex-Dividend | May 7, 2025 | $0.16 |
 AXP (thomaspj) | Pay Day | May 9, 2025 | $0.82 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 12, 2025 | $2.25 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 15, 2025 | $0.83 |
 0700.HK (JeppeKirkBonde) | Ex-Dividend | May 16, 2025 | $0.58 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 20, 2025 | $2.25 |
 HAS (JeppeKirkBonde) | Ex-Dividend | May 21, 2025 | $0.70 |
C (thomaspj) | Pay Day | May 23, 2025 | $0.56 |
 GS (JeppeKirkBonde) | Ex-Dividend | May 30, 2025 | $3.00 |
0700.HK (JeppeKirkBonde) | Pay Day | May 30, 2025 | $0.58 |
GS (thomaspj) | Ex-Dividend | May 30, 2025 | $3.00 |
EQT (JeppeKirkBonde) | Pay Day | Jun 2, 2025 | $0.16 |
HAS (JeppeKirkBonde) | Pay Day | Jun 4, 2025 | $0.70 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOGL (JeppeKirkBonde) | Pay Day | Jun 16, 2025 | $0.21 |
GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $0.68 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-8.74
-8.74
-9
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.06
0.06
0
1
2
3
3
Jensen's Alpha
-8.74
-8.74
-9
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.09
0.09
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.41% | Sep 2020 | Jan 2025 | 52 |
-6.32% | Feb 2025 | - | 3 |