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+5.73%
This Month
+3.92%
Year To Date
+59.69%
2 Years
+63.76%
5 Years
+58.59%
10 Years
+9.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.32%
- 🪙 Cryptocurrencies0.62%
- 💵 Cash0.05%
- 🧪 Process Industries0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.98%
- 🇺🇸 Nasdaq34.3%
- 🇮🇹 Borsa Italiana6.78%
- 🇨🇭 SIX3.89%
- 🇬🇧 LSE3.67%
- 🇩🇪 FRA2.39%
- 🇫🇷 Euronext Paris2.28%
- 🇳🇱 Euronext Amsterdam2.05%
- 🇸🇪 Stockholm Stock Exchange1.8%
- 🇩🇰 Copenhagen Stock Exchange1.37%
- 🇦🇪 Dubai Financial Market1.36%
- 🇺🇸 Chicago Board Options Exchange1.09%
- 🇳🇴 Oslo Stock Exchange1.04%
- 🇪🇸 Bolsa De Madrid0.8%
- 🌍 Digital Currency0.62%
- 🇫🇮 Helsinki Stock Exchange0.52%
- Regular Trading Hours - RTH0.4%
- 🇭🇰 Hong Kong Exchanges0.38%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.88%
- 🇹🇼 Taiwan6.89%
- 🇮🇹 Italy6.56%
- 🇳🇱 Netherlands4.04%
- 🇨🇭 Switzerland3.89%
- 🇨🇦 Canada3.05%
- 🇩🇪 Germany2.39%
- 🇫🇷 France2.01%
- 🇸🇪 Sweden1.8%
- 🇩🇰 Denmark1.37%
- 🇬🇧 United Kingdom1.28%
- 🇳🇴 Norway1.04%
- 🇨🇳 China0.9%
- 🇰🇷 South Korea0.82%
- 🇪🇸 Spain0.8%
- 🇱🇺 Luxembourg0.59%
- 🇵🇷 Puerto Rico0.54%
- 🇫🇮 Finland0.52%
- 🇧🇷 Brazil0.4%
- 🇮🇪 Ireland0.37%
- 🇮🇱 Israel0.29%
- 🇯🇵 Japan0.25%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.13%
5 out of 6 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: Italian-Heritage (3.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.77% | 1.01% | - |
 Italian-Heritage | 0.26% | 3.96% | - |
 DroneTech | 0.08% | 0.7% | - |
 AI-Revolution | 0.02% | 0.38% | - |
 SOLS | 0% | -0.09% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RL (JeppeKirkBonde) | Pay Day | Apr 10, 2026 | $0.91 |
 GD (DroneTech) | Ex-Dividend | Apr 10, 2026 | $1.59 |
 MRVL (AI-Revolution) | Ex-Dividend | Apr 10, 2026 | $0.06 |
 FORTUM.HE (JeppeKirkBonde) | Pay Day | Apr 14, 2026 | $0.87 |
 MU (JeppeKirkBonde) | Pay Day | Apr 15, 2026 | $0.15 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Apr 15, 2026 | $0.15 |
 HST (JeppeKirkBonde) | Pay Day | Apr 15, 2026 | $0.20 |
MU (AI-Revolution) | Pay Day | Apr 15, 2026 | $0.15 |
 GAW.L (JeppeKirkBonde) | Ex-Dividend | Apr 16, 2026 | $1.48 |
 CAT (DroneTech) | Ex-Dividend | Apr 20, 2026 | $1.51 |
 CPR.MI (Italian-Heritage) | Ex-Dividend | Apr 20, 2026 | $0.12 |
 PRY.MI (Italian-Heritage) | Ex-Dividend | Apr 20, 2026 | $1.06 |
 UCG.MI (Italian-Heritage) | Ex-Dividend | Apr 20, 2026 | $2.04 |
 BAMI.MI (Italian-Heritage) | Ex-Dividend | Apr 20, 2026 | $0.64 |
 AIR.PA (DroneTech) | Ex-Dividend | Apr 21, 2026 | $3.78 |
CPR.MI (Italian-Heritage) | Pay Day | Apr 22, 2026 | $0.12 |
PRY.MI (Italian-Heritage) | Pay Day | Apr 22, 2026 | $1.06 |
UCG.MI (Italian-Heritage) | Pay Day | Apr 22, 2026 | $2.04 |
BAMI.MI (Italian-Heritage) | Pay Day | Apr 22, 2026 | $0.64 |
AIR.PA (DroneTech) | Pay Day | Apr 23, 2026 | $3.78 |
 RR.L (DroneTech) | Ex-Dividend | Apr 23, 2026 | $0.07 |
 CRM (AI-Revolution) | Pay Day | Apr 23, 2026 | $0.44 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ORCL (AI-Revolution) | Pay Day | Apr 24, 2026 | $0.50 |
 GE (DroneTech) | Pay Day | Apr 27, 2026 | $0.47 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
 BOL.ST (JeppeKirkBonde) | Ex-Dividend | Apr 29, 2026 | $1.18 |
 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 |
MRVL (AI-Revolution) | Pay Day | Apr 30, 2026 | $0.06 |
FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
GD (DroneTech) | Pay Day | May 8, 2026 | $1.59 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 BPE.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $0.65 |
 G.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $1.89 |
 ISP.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $2.25 |
 MONC.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $1.65 |
 LTMC.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $0.51 |
 SPM.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $0.20 |
 NEXI.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $0.35 |
 FBK.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $0.93 |
 BC.MI (Italian-Heritage) | Ex-Dividend | May 18, 2026 | $1.23 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
CAT (DroneTech) | Pay Day | May 19, 2026 | $1.51 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
BPE.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $0.65 |
G.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $1.89 |
ISP.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $2.25 |
MONC.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $1.65 |
LTMC.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $0.51 |
SPM.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $0.20 |
NEXI.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $0.35 |
FBK.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $0.93 |
BC.MI (Italian-Heritage) | Pay Day | May 20, 2026 | $1.23 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.91 |
 AMAT (AI-Revolution) | Ex-Dividend | May 21, 2026 | $0.53 |
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 |
RR.L (DroneTech) | Pay Day | Jun 3, 2026 | $0.07 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.91 |
AMAT (AI-Revolution) | Pay Day | Jun 11, 2026 | $0.53 |
TSM (AI-Revolution) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (Italian-Heritage) | Ex-Dividend | Jun 22, 2026 | $0.73 |
LDO.MI (DroneTech) | Pay Day | Jun 24, 2026 | $0.73 |
LDO.MI (Italian-Heritage) | Pay Day | Jun 24, 2026 | $0.73 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 9, 2026 | $0.95 |
 ENEL.MI (Italian-Heritage) | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI (Italian-Heritage) | Pay Day | Jul 22, 2026 | $0.30 |
Performance Metrics
Score 4.4/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.74
-0.74
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
0.86
0.86
0
1
2
3
3
Jensen's Alpha
-0.74
-0.74
-2
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
9.38
High:SOLS
9.38SOLSLow:SOLS
9.38SOLSDetails
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
9.38
High:SOLS
9.38SOLSLow:SOLS
9.38SOLSDetails
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.03% | Jul 2021 | Mar 2024 | 32 |
-8.92% | Mar 2026 | - | 2 |
-5.64% | Feb 2025 | May 2025 | 3 |
-3.14% | Feb 2021 | Jun 2021 | 4 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.53% | Nov 2025 | Dec 2025 | 1 |
-1.46% | Dec 2024 | Jan 2025 | 1 |
-0.88% | Jun 2024 | Jul 2024 | 1 |
-0.55% | Oct 2024 | Nov 2024 | 1 |