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+0.31%
Today
+3%
This Month
+13.54%
Year To Date
+24.88%
2 Years
+23.35%
5 Years
+4.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading72.53%
- 📊 ETFs20.6%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.69%
- 🇺🇸 Nasdaq28.73%
- 🇬🇧 LSE6.59%
- 🇨🇭 SIX2.71%
- 🇪🇸 Bolsa De Madrid2.57%
- 🇩🇪 FRA2.36%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇩🇰 Copenhagen Stock Exchange1.06%
- 🇭🇰 Hong Kong Exchanges0.9%
- 🇦🇪 Dubai Financial Market0.86%
- 🇫🇷 Euronext Paris0.78%
- 🇸🇪 Stockholm Stock Exchange0.6%
- 🇳🇴 Oslo Stock Exchange0.53%
- 🇫🇮 Helsinki Stock Exchange0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.2%
- 🇬🇧 United Kingdom6.06%
- 🇹🇼 Taiwan2.9%
- 🇨🇭 Switzerland2.71%
- 🇪🇸 Spain2.57%
- 🇩🇪 Germany2.36%
- 🇳🇱 Netherlands1.27%
- 🇨🇦 Canada1.2%
- 🇩🇰 Denmark1.06%
- 🇨🇳 China1.01%
- 🇯🇵 Japan0.82%
- 🇫🇷 France0.78%
- 🇸🇪 Sweden0.6%
- 🇳🇴 Norway0.53%
- 🇮🇱 Israel0.44%
- 🇱🇺 Luxembourg0.3%
- 🇫🇮 Finland0.3%
- 🇰🇷 South Korea0.21%
- 🇧🇷 Brazil0.17%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.19%
3 out of 3 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.7% | 1.47% | - |
 SPY | 0.25% | 1.21% | - |
 thomaspj | 0.24% | 0.95% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 META (JeppeKirkBonde) | Pay Day | Jun 26, 2025 | $0.52 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
 LMT (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (JeppeKirkBonde) | Pay Day | Jun 27, 2025 | $3.00 |
GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 HST (JeppeKirkBonde) | Ex-Dividend | Jun 30, 2025 | $0.20 |
 LDOS (JeppeKirkBonde) | Pay Day | Jun 30, 2025 | $0.40 |
 JPM (JeppeKirkBonde) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (JeppeKirkBonde) | Pay Day | Jul 3, 2025 | $0.01 |
 AXP (thomaspj) | Ex-Dividend | Jul 3, 2025 | $0.82 |
JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
 IBE.MC (JeppeKirkBonde) | Ex-Dividend | Jul 4, 2025 | $0.46 |
 BABA (JeppeKirkBonde) | Pay Day | Jul 10, 2025 | $1.05 |
HST (JeppeKirkBonde) | Pay Day | Jul 15, 2025 | $0.20 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-7.29
-7.29
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-7.29
-7.29
-8
0
2
4.5
4.5
Omega Ratio
0.63
0.63
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
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 | May 2025 | 3 |