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+0.11%
Today
+0.56%
This Month
+9.36%
Year To Date
+30.43%
2 Years
+47.65%
5 Years
+8.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading74.68%
- 💵 Cash12.5%
- 🚚 Transportation0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.24%
- 🇺🇸 NYSE19.8%
- 🇫🇷 Euronext Paris3.96%
- 🇬🇧 LSE2.51%
- 🇨🇭 SIX1.61%
- 🇩🇪 FRA1.37%
- 🇪🇸 Bolsa De Madrid1.33%
- 🌍 Digital Currency1.14%
- 🇺🇸 Chicago Board Options Exchange0.65%
- 🇩🇰 Copenhagen Stock Exchange0.59%
- 🇦🇪 Dubai Financial Market0.52%
- 🇭🇰 Hong Kong Exchanges0.51%
- 🇸🇪 Stockholm Stock Exchange0.34%
- 🇳🇴 Oslo Stock Exchange0.3%
- 🇫🇮 Helsinki Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.97%
- 🇳🇱 Netherlands3.82%
- 🇬🇧 United Kingdom2.21%
- 🇹🇼 Taiwan1.8%
- 🇨🇦 Canada1.65%
- 🇨🇭 Switzerland1.61%
- 🇨🇳 China1.42%
- 🇩🇪 Germany1.37%
- 🇪🇸 Spain1.33%
- 🇩🇰 Denmark0.59%
- 🇫🇷 France0.45%
- 🇸🇪 Sweden0.34%
- 🇳🇴 Norway0.3%
- 🇮🇱 Israel0.23%
- 🇱🇺 Luxembourg0.17%
- 🇫🇮 Finland0.16%
- 🇰🇷 South Korea0.12%
- 🇧🇷 Brazil0.1%
- 🇮🇪 Ireland0.09%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.86%
3 out of 4 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: JeppeKirkBonde (1.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.39% | 1.4% | - |
 reinhardtcoetzee | 0.29% | 0.9% | - |
 geofflee2006 | 0.17% | 1.2% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 MU (JeppeKirkBonde) | Pay Day | Jul 22, 2025 | $0.12 |
MU (geofflee2006) | Pay Day | Jul 22, 2025 | $0.12 |
 DIS (reinhardtcoetzee) | Pay Day | Jul 23, 2025 | $0.50 |
 IBE.MC (JeppeKirkBonde) | Pay Day | Jul 30, 2025 | $0.46 |
 JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2025 | $1.40 |
 FCX (JeppeKirkBonde) | Pay Day | Aug 1, 2025 | $0.15 |
 MA (reinhardtcoetzee) | Pay Day | Aug 8, 2025 | $0.76 |
 ACN (reinhardtcoetzee) | Pay Day | Aug 15, 2025 | $1.48 |
 ABBV (reinhardtcoetzee) | Pay Day | Aug 15, 2025 | $1.64 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (reinhardtcoetzee) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (reinhardtcoetzee) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 STMPA.PA (geofflee2006) | Ex-Dividend | Sep 22, 2025 | $0.09 |
STMPA.PA (geofflee2006) | Pay Day | Sep 24, 2025 | $0.09 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 4.1/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.61
0.61
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.25
High:
03690.HK
17.2503690.HKLow:03690.HK
17.2503690.HKDetails
PEG Ratio
11.01
High:03690.HK
11.0103690.HKLow:03690.HK
11.0103690.HKDetails
Price/Book
3.8
High:03690.HK
3.803690.HKLow:03690.HK
3.803690.HKDetails
Price/Sales
1.98
High:03690.HK
1.9803690.HKLow:03690.HK
1.9803690.HKDetails
Price/CF
14.28
High:03690.HK
14.2803690.HKLow:03690.HK
14.2803690.HKDetails
Price/FCF
387.81
High:03690.HK
387.8103690.HKLow:03690.HK
387.8103690.HKDetails
P/E Ratio
17.25
High:03690.HK
17.2503690.HKLow:03690.HK
17.2503690.HKDetails
PEG Ratio
11.01
High:03690.HK
11.0103690.HKLow:03690.HK
11.0103690.HKDetails
Price/Book
3.8
High:03690.HK
3.803690.HKLow:03690.HK
3.803690.HKDetails
Price/Sales
1.98
High:03690.HK
1.9803690.HKLow:03690.HK
1.9803690.HKDetails
Price/CF
14.28
High:03690.HK
14.2803690.HKLow:03690.HK
14.2803690.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 | - | 90 |
-7.16% | Sep 2017 | Oct 2017 | 1 |
-4.73% | Mar 2017 | May 2017 | 2 |
-3.46% | Jun 2017 | Aug 2017 | 2 |