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+0.19%
This Month
+34.11%
Year To Date
+50.54%
2 Years
+55.07%
5 Years
+45.69%
10 Years
+7.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading82.49%
- 📊 ETFs17.43%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.55%
- 🇺🇸 Nasdaq28.1%
- 🇬🇧 LSE7.61%
- 🇨🇭 SIX2.61%
- 🇪🇸 Bolsa De Madrid1.61%
- 🇩🇪 FRA1.52%
- 🇳🇱 Euronext Amsterdam0.98%
- 🇦🇪 Dubai Financial Market0.91%
- 🇺🇸 Chicago Board Options Exchange0.88%
- 🇩🇰 Copenhagen Stock Exchange0.86%
- 🇸🇪 Stockholm Stock Exchange0.8%
- 🇫🇷 Euronext Paris0.77%
- 🇭🇰 Hong Kong Exchanges0.64%
- 🇳🇴 Oslo Stock Exchange0.48%
- 🇫🇮 Helsinki Stock Exchange0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.74%
- 🇬🇧 United Kingdom6.38%
- 🇹🇼 Taiwan3.26%
- 🇨🇭 Switzerland2.61%
- 🇨🇦 Canada1.9%
- 🇪🇸 Spain1.61%
- 🇳🇱 Netherlands1.6%
- 🇩🇪 Germany1.52%
- 🇩🇰 Denmark0.86%
- 🇸🇪 Sweden0.8%
- 🇫🇷 France0.77%
- 🇨🇳 China0.76%
- 🇳🇴 Norway0.48%
- 🇫🇮 Finland0.27%
- 🇰🇷 South Korea0.26%
- 🇮🇱 Israel0.21%
- 🇱🇺 Luxembourg0.19%
- 🇧🇷 Brazil0.18%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.76%
2 out of 3 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.46% | 1.05% | - |
 thomaspj | 0.29% | 0.77% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-6.26
-6.26
-7
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-6.26
-6.26
-7
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
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 |
-1.3% | Nov 2025 | - | 2 |