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+1.79%
This Month
+20.28%
Year To Date
+56.26%
2 Years
+66.04%
5 Years
+111.09%
10 Years
+9.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading76.34%
- 💵 Cash12.38%
- 🚚 Transportation0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.35%
- 🇺🇸 NYSE19.62%
- 🇫🇷 Euronext Paris4.07%
- 🇬🇧 LSE2.95%
- 🇨🇭 SIX1.62%
- 🇩🇪 FRA1.16%
- 🌍 Digital Currency1.16%
- 🇪🇸 Bolsa De Madrid0.92%
- 🇺🇸 Chicago Board Options Exchange0.56%
- 🇩🇰 Copenhagen Stock Exchange0.54%
- 🇳🇱 Euronext Amsterdam0.53%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇦🇪 Dubai Financial Market0.44%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇳🇴 Oslo Stock Exchange0.29%
- 🇫🇮 Helsinki Stock Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.61%
- 🇳🇱 Netherlands4.18%
- 🇨🇦 Canada2.16%
- 🇬🇧 United Kingdom2.12%
- 🇨🇭 Switzerland1.95%
- 🇨🇳 China1.87%
- 🇹🇼 Taiwan1.79%
- 🇩🇪 Germany1.16%
- 🇪🇸 Spain0.92%
- 🇩🇰 Denmark0.54%
- 🇫🇷 France0.48%
- 🇸🇪 Sweden0.41%
- 🇳🇴 Norway0.29%
- 🇫🇮 Finland0.15%
- 🇰🇷 South Korea0.15%
- 🇮🇱 Israel0.15%
- 🇱🇺 Luxembourg0.12%
- 🇧🇷 Brazil0.1%
- 🇮🇪 Ireland0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.52%
3 out of 4 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.28% | 1% | - |
 geofflee2006 | 0.12% | 0.68% | - |
 reinhardtcoetzee | 0.12% | 0.38% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JPM (JeppeKirkBonde) | Ex-Dividend | Oct 6, 2025 | $1.50 |
 MA (reinhardtcoetzee) | Ex-Dividend | Oct 9, 2025 | $0.76 |
 CRM (reinhardtcoetzee) | Pay Day | Oct 9, 2025 | $0.42 |
 ACN (reinhardtcoetzee) | Ex-Dividend | Oct 10, 2025 | $1.63 |
 FCX (JeppeKirkBonde) | Ex-Dividend | Oct 15, 2025 | $0.15 |
 HST (JeppeKirkBonde) | Pay Day | Oct 15, 2025 | $0.20 |
 ABBV (reinhardtcoetzee) | Ex-Dividend | Oct 15, 2025 | $1.64 |
 AMT (reinhardtcoetzee) | Pay Day | Oct 20, 2025 | $1.70 |
 MU (JeppeKirkBonde) | Pay Day | Oct 21, 2025 | $0.12 |
MU (geofflee2006) | Pay Day | Oct 21, 2025 | $0.12 |
JPM (JeppeKirkBonde) | Pay Day | Oct 31, 2025 | $1.50 |
FCX (JeppeKirkBonde) | Pay Day | Nov 3, 2025 | $0.15 |
MA (reinhardtcoetzee) | Pay Day | Nov 7, 2025 | $0.76 |
 SBUX (reinhardtcoetzee) | Ex-Dividend | Nov 14, 2025 | $0.62 |
ACN (reinhardtcoetzee) | Pay Day | Nov 14, 2025 | $1.63 |
ABBV (reinhardtcoetzee) | Pay Day | Nov 14, 2025 | $1.64 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Nov 20, 2025 | $0.91 |
MSFT (reinhardtcoetzee) | Ex-Dividend | Nov 20, 2025 | $0.91 |
SBUX (reinhardtcoetzee) | Pay Day | Nov 28, 2025 | $0.62 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Dec 11, 2025 | $0.84 |
MSFT (reinhardtcoetzee) | Pay Day | Dec 11, 2025 | $0.91 |
 STMPA.PA (geofflee2006) | Ex-Dividend | Dec 15, 2025 | $0.09 |
STMPA.PA (geofflee2006) | Pay Day | Dec 17, 2025 | $0.09 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.2/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-0.62
-0.62
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-0.62
-0.62
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.9
0.9
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
20.13
High:
03690.HK
20.1303690.HKLow:03690.HK
20.1303690.HKDetails
PEG Ratio
59.65
High:03690.HK
59.6503690.HKLow:03690.HK
59.6503690.HKDetails
Price/Book
3.21
High:03690.HK
3.2103690.HKLow:03690.HK
3.2103690.HKDetails
Price/Sales
1.66
High:03690.HK
1.6603690.HKLow:03690.HK
1.6603690.HKDetails
Price/CF
15.21
High:03690.HK
15.2103690.HKLow:03690.HK
15.2103690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
P/E Ratio
20.13
High:03690.HK
20.1303690.HKLow:03690.HK
20.1303690.HKDetails
PEG Ratio
59.65
High:03690.HK
59.6503690.HKLow:03690.HK
59.6503690.HKDetails
Price/Book
3.21
High:03690.HK
3.2103690.HKLow:03690.HK
3.2103690.HKDetails
Price/Sales
1.66
High:03690.HK
1.6603690.HKLow:03690.HK
1.6603690.HKDetails
Price/CF
15.21
High:03690.HK
15.2103690.HKLow:03690.HK
15.2103690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.56% | Feb 2018 | Aug 2025 | 90 |
-7.16% | Sep 2017 | Oct 2017 | 1 |
-4.73% | Mar 2017 | May 2017 | 2 |
-3.46% | Jun 2017 | Aug 2017 | 2 |