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+1.37%
This Month
+15.2%
Year To Date
+33.58%
2 Years
+35.95%
5 Years
+49.18%
10 Years
+8.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.24%
- 📊 ETFs16.22%
- 🖥️ Technology Services6.05%
- 🧬 Health Technology5.44%
- 💻 Electronic Technology3.73%
- 💵 Cash0.53%
- 🪙 Cryptocurrencies0.04%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.89%
- 🇺🇸 NYSE35.53%
- 🇩🇪 FRA2.25%
- 🇨🇭 SIX2.18%
- 🌍 Digital Currency2.12%
- 🇩🇰 Copenhagen Stock Exchange1.75%
- 🇪🇸 Bolsa De Madrid1.58%
- 🇺🇸 Chicago Board Options Exchange1.48%
- 🇬🇧 LSE1.07%
- 🇫🇷 Euronext Paris0.83%
- 🇮🇹 Borsa Italiana0.65%
- 🇦🇪 Dubai Financial Market0.64%
- 🇭🇰 Hong Kong Exchanges0.6%
- 🇳🇱 Euronext Amsterdam0.49%
- 🇸🇪 Stockholm Stock Exchange0.43%
- 🇳🇴 Oslo Stock Exchange0.37%
- 🇫🇮 Helsinki Stock Exchange0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.44%
- 🇹🇼 Taiwan3.88%
- 🇨🇭 Switzerland2.26%
- 🇩🇪 Germany2.25%
- 🇩🇰 Denmark1.75%
- 🇪🇸 Spain1.58%
- 🇬🇧 United Kingdom1.09%
- 🇨🇳 China0.92%
- 🇨🇦 Canada0.86%
- 🇫🇷 France0.83%
- 🇳🇱 Netherlands0.83%
- 🇮🇹 Italy0.65%
- 🇮🇪 Ireland0.63%
- 🇰🇾 Cayman Islands0.45%
- 🇸🇪 Sweden0.43%
- 🇳🇴 Norway0.37%
- 🇿🇦 South Africa0.34%
- 🇮🇱 Israel0.29%
- 🇱🇺 Luxembourg0.23%
- 🇫🇮 Finland0.19%
- 🇰🇷 South Korea0.16%
- 🇧🇷 Brazil0.12%
- 🇵🇦 Panama0.04%
- 🇯🇴 Jordan0.04%
- 🇺🇾 Uruguay0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.09%
11 out of 16 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $BMY (5.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.49% | 1.49% | - |
 CPHequities | 0.22% | 0.77% | - |
 SPY | 0.13% | 1.16% | - |
 BMY | 0.12% | 5.35% | $2.34 |
 RPRX | 0.07% | 2.32% | $0.82 |
 QQQ | 0.03% | 0.51% | - |
 META | 0.01% | 0.27% | $1 |
 hugomanenti95 | 0.01% | 0.85% | - |
 jaynemesis | 0.01% | 0.77% | - |
 ARGT | 0% | 1.21% | - |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (JeppeKirkBonde) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (CPHequities) | Ex-Dividend | Aug 11, 2025 | $0.26 |
 V (CPHequities) | Ex-Dividend | Aug 12, 2025 | $0.59 |
V (jaynemesis) | Ex-Dividend | Aug 12, 2025 | $0.59 |
 AER (CPHequities) | Ex-Dividend | Aug 13, 2025 | $0.27 |
AAPL (JeppeKirkBonde) | Pay Day | Aug 14, 2025 | $0.26 |
AAPL (CPHequities) | Pay Day | Aug 14, 2025 | $0.26 |
 0968.HK (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.00 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
RPRX | Ex-Dividend | Aug 15, 2025 | $0.22 |
 NOVO-B.CO (JeppeKirkBonde) | Ex-Dividend | Aug 15, 2025 | $0.58 |
NOVO-B.CO (CPHequities) | Ex-Dividend | Aug 15, 2025 | $0.58 |
 SW (jaynemesis) | Ex-Dividend | Aug 15, 2025 | $0.43 |
 MTDR (hugomanenti95) | Ex-Dividend | Aug 15, 2025 | $0.31 |
NOVO-B.CO (JeppeKirkBonde) | Pay Day | Aug 19, 2025 | $0.58 |
NOVO-B.CO (CPHequities) | Pay Day | Aug 19, 2025 | $0.58 |
 ATKR (hugomanenti95) | Ex-Dividend | Aug 19, 2025 | $0.33 |
 HAS (JeppeKirkBonde) | Ex-Dividend | Aug 20, 2025 | $0.70 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AU (CPHequities) | Ex-Dividend | Aug 22, 2025 | $0.80 |
 ETN (jaynemesis) | Pay Day | Aug 22, 2025 | $1.04 |
 HRI (hugomanenti95) | Ex-Dividend | Aug 22, 2025 | $0.70 |
 NEE (jaynemesis) | Ex-Dividend | Aug 28, 2025 | $0.57 |
 GAW.L (jaynemesis) | Ex-Dividend | Aug 28, 2025 | $0.73 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
 GS (JeppeKirkBonde) | Ex-Dividend | Aug 29, 2025 | $4.00 |
 CPA (hugomanenti95) | Ex-Dividend | Aug 29, 2025 | $1.61 |
ATKR (hugomanenti95) | Pay Day | Aug 29, 2025 | $0.33 |
 WFC (CPHequities) | Pay Day | Sep 1, 2025 | $0.45 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Sep 2, 2025 | $3.30 |
 EQT (JeppeKirkBonde) | Pay Day | Sep 2, 2025 | $0.16 |
V (CPHequities) | Pay Day | Sep 2, 2025 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Sep 2, 2025 | $0.82 |
V (jaynemesis) | Pay Day | Sep 2, 2025 | $0.59 |
 BCC (jaynemesis) | Ex-Dividend | Sep 2, 2025 | $0.22 |
HAS (JeppeKirkBonde) | Pay Day | Sep 3, 2025 | $0.70 |
AER (CPHequities) | Pay Day | Sep 4, 2025 | $0.27 |
 D (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $0.67 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Sep 5, 2025 | $5.21 |
AU (CPHequities) | Pay Day | Sep 5, 2025 | $0.80 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
HRI (hugomanenti95) | Pay Day | Sep 5, 2025 | $0.70 |
MTDR (hugomanenti95) | Pay Day | Sep 5, 2025 | $0.31 |
 GOOGL (JeppeKirkBonde) | Ex-Dividend | Sep 8, 2025 | $0.21 |
 GOOG (CPHequities) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (jaynemesis) | Ex-Dividend | Sep 8, 2025 | $0.21 |
RPRX | Pay Day | Sep 10, 2025 | $0.22 |
MSFT (JeppeKirkBonde) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (CPHequities) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Sep 15, 2025 | $0.40 |
GOOGL (JeppeKirkBonde) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (CPHequities) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (jaynemesis) | Pay Day | Sep 15, 2025 | $0.21 |
NEE (jaynemesis) | Pay Day | Sep 15, 2025 | $0.57 |
 VRSK (jaynemesis) | Ex-Dividend | Sep 15, 2025 | $0.45 |
CPA (hugomanenti95) | Pay Day | Sep 15, 2025 | $1.61 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 BARC.L (CPHequities) | Pay Day | Sep 16, 2025 | $0.04 |
TSM (CPHequities) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 ECL (jaynemesis) | Ex-Dividend | Sep 16, 2025 | $0.65 |
BCC (jaynemesis) | Pay Day | Sep 17, 2025 | $0.22 |
SW (jaynemesis) | Pay Day | Sep 18, 2025 | $0.43 |
D (JeppeKirkBonde) | Pay Day | Sep 20, 2025 | $0.67 |
BLK (JeppeKirkBonde) | Pay Day | Sep 23, 2025 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Sep 26, 2025 | $3.30 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (JeppeKirkBonde) | Pay Day | Sep 29, 2025 | $4.00 |
LDOS (JeppeKirkBonde) | Pay Day | Sep 30, 2025 | $0.40 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
VRSK (jaynemesis) | Pay Day | Sep 30, 2025 | $0.45 |
MCK (CPHequities) | Pay Day | Oct 1, 2025 | $0.82 |
GAW.L (jaynemesis) | Pay Day | Oct 3, 2025 | $0.73 |
TSM (JeppeKirkBonde) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (CPHequities) | Pay Day | Oct 9, 2025 | $0.82 |
0968.HK (jaynemesis) | Pay Day | Oct 10, 2025 | $0.00 |
ECL (jaynemesis) | Pay Day | Oct 15, 2025 | $0.65 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $6.47 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2, 2025 | $7.07 |
 ORA.PA (CPHequities) | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $6.47 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4, 2025 | $7.07 |
ORA.PA (CPHequities) | Pay Day | Dec 4, 2025 | $0.35 |
 INDA (JeppeKirkBonde) | Pay Day | Dec 20, 2025 | $0.00 |
INDA (CPHequities) | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 3.6/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.09
-3.09
-4
0
2
4.5
4.5
Omega Ratio
0.59
0.59
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.89
High:
NVDA
58.85NVDALow:
SDGR
-7.74SDGRDetails
PEG Ratio
45.62
High:NVDA
72.33NVDALow:SDGR
-70.61SDGRDetails
Price/Book
19.38
High:NVDA
53.14NVDALow:
RPRX
2.56RPRXDetails
Price/Sales
17.09
High:NVDA
30.28NVDALow:
BMY
1.96BMYDetails
Price/CF
25.67
High:SDGR
53.73SDGRLow:BMY
5.93BMYDetails
Price/FCF
38.61
High:SDGR
60.62SDGRLow:RPRX
9.45RPRXDetails
P/E Ratio
40.89
High:NVDA
58.85NVDALow:SDGR
-7.74SDGRDetails
PEG Ratio
45.62
High:NVDA
72.33NVDALow:SDGR
-70.61SDGRDetails
Price/Book
19.38
High:NVDA
53.14NVDALow:RPRX
2.56RPRXDetails
Price/Sales
17.09
High:NVDA
30.28NVDALow:BMY
1.96BMYDetails
Price/CF
25.67
High:SDGR
53.73SDGRLow:BMY
5.93BMYDetails
Price/FCF
38.61
High:SDGR
60.62SDGRLow:RPRX
9.45RPRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.9% | Nov 2021 | - | 46 |
-5.06% | Jul 2021 | Oct 2021 | 3 |
-2.64% | Sep 2020 | Nov 2020 | 2 |
-0.08% | Apr 2020 | May 2020 | 1 |