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+6.16%
This Month
-6.49%
Year To Date
-4.4%
2 Years
-14.41%
5 Years
+19.22%
10 Years
+2.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance28.73%
- 👥 Copy Trading22.27%
- 🖥️ Technology Services14.2%
- 🪙 Cryptocurrencies6.8%
- 📊 ETFs5.06%
- 💵 Cash4.44%
- 💻 Electronic Technology2.88%
- 📦 Distribution Services1.79%
- 🪨 Non Energy Minerals1.69%
- 💼 Commercial Services1.64%
- 💇♀️ Consumer Services1.53%
- 🛍️ Retail Trade1.51%
- ⛏️ Energy Minerals1.49%
- 🚗 Consumer Durables1.43%
- ⚡ Utilities1.31%
- 📈 Indexes1.21%
- 🍞 Consumer Non Durables0.92%
- 🏥 Health Services0.75%
- 🧬 Health Technology0.53%
- 🛠️ Producer Manufacturing0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.05%
- 🇺🇸 Nasdaq24.75%
- 🌍 Digital Currency6.8%
- 🇬🇧 LSE5.24%
- 🇨🇭 SIX1.42%
- 🌍 CFD1.21%
- 🇫🇷 Euronext Paris1.09%
- 🇩🇪 FRA1.04%
- 🇳🇱 Euronext Amsterdam0.69%
- 🇳🇴 Oslo Stock Exchange0.68%
- 🇭🇰 Hong Kong Exchanges0.54%
- 🇪🇸 Bolsa De Madrid0.37%
- 🇸🇪 Stockholm Stock Exchange0.32%
- 🇩🇰 Copenhagen Stock Exchange0.3%
- 🇮🇹 Borsa Italiana0.29%
- 🇦🇪 Dubai Financial Market0.27%
- 🇺🇸 Chicago Board Options Exchange0.21%
- Regular Trading Hours - RTH0.17%
- 🇫🇮 Helsinki Stock Exchange0.1%
- 🇩🇪 Xetra ETFs0.05%
- Abu Dhabi0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.48%
- 🇨🇭 Switzerland3.48%
- 🇨🇦 Canada2.98%
- 🇬🇧 United Kingdom2.87%
- 🇹🇼 Taiwan2.24%
- 🇨🇳 China1.34%
- 🇫🇷 France1.09%
- 🇩🇪 Germany1.04%
- 🇳🇱 Netherlands0.95%
- 🇳🇴 Norway0.68%
- 🇮🇪 Ireland0.51%
- 🇪🇸 Spain0.37%
- 🇸🇪 Sweden0.32%
- 🇩🇰 Denmark0.3%
- 🇮🇹 Italy0.29%
- 🇰🇷 South Korea0.22%
- 🇧🇷 Brazil0.13%
- 🇱🇺 Luxembourg0.12%
- 🇫🇮 Finland0.1%
- 🇮🇱 Israel0.09%
- 🇯🇵 Japan0.03%
- 🇺🇾 Uruguay0.02%
- 🇸🇬 Singapore0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.62%
37 out of 61 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $VAR.OL (11.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.15% | 0.97% | - |
 VAR.OL | 0.05% | 11.34% | - |
 OilWorldWide | 0.04% | 2.59% | - |
 NWG | 0.04% | 5.18% | $0.42 |
 GLEN.L | 0.03% | 1.81% | $0.1 |
 CCalle | 0.02% | 1.43% | - |
 ARG.PA | 0.02% | 5.5% | $3.15 |
 UNH | 0.02% | 2.72% | $7.74 |
 P911.DE | 0.02% | 5.47% | $2.31 |
 META | 0.02% | 0.31% | $1 |
 B | 0.02% | 1.97% | $0.4 |
 MSFT | 0.02% | 0.85% | $3 |
 RCL | 0.02% | 1.51% | - |
 EXE | 0.02% | 2.42% | $2.3 |
 EXC | 0.02% | 3.49% | $1.48 |
 ACN | 0.02% | 3.11% | $4.99 |
 RuberEvolutio96 | 0.01% | 1.31% | - |
 CFR.ZU | 0.01% | 1.91% | $2.75 |
 KO | 0.01% | 2.73% | $1.89 |
 GAW.L | 0.01% | 2.46% | $5.5 |
 about_trading | 0.01% | 0.61% | - |
 DUK | 0.01% | 3.3% | $4.1 |
 ENEL.MI | 0.01% | 5.04% | $0.43 |
 DELL | 0.01% | 1.07% | $1.63 |
 QCOM | 0.01% | 2.55% | $3.25 |
 FIS | 0.01% | 3.41% | $1.76 |
 TSM | 0.01% | 0.62% | $1.74 |
 BABA | 0.01% | 0.73% | $0.98 |
 IBE.MC | 0% | 2.77% | $0.45 |
 CRM | 0% | 0.9% | $0.4 |
 EQT | 0% | 1.13% | $0.62 |
 RWE.DE | 0% | 2.1% | $1 |
 BKNG | 0% | 0.82% | $17.5 |
 ManssonEric | 0% | 0.31% | - |
 MA | 0% | 0.63% | $2.46 |
 MU | 0% | 0.11% | $0.46 |
 BATS.L | -0.03% | -5.82% | $-2.36 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CRM | Pay Day | Apr 23, 2026 | $0.44 |
 ORK.OL (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $0.21 |
 ASML.NV (JeppeKirkBonde) | Ex-Dividend | Apr 24, 2026 | $3.15 |
ASML.NV (RuberEvolutio96) | Ex-Dividend | Apr 24, 2026 | $3.15 |
ASML.NV (about_trading) | Ex-Dividend | Apr 24, 2026 | $3.15 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 28, 2026 | $9.76 |
MC.PA (CCalle) | Ex-Dividend | Apr 28, 2026 | $8.60 |
 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 |
MC.PA (CCalle) | Pay Day | Apr 30, 2026 | $8.60 |
JPM (about_trading) | Pay Day | Apr 30, 2026 | $1.50 |
 EOG (OilWorldWide) | Pay Day | Apr 30, 2026 | $1.02 |
 TRGP (OilWorldWide) | Ex-Dividend | Apr 30, 2026 | $1.25 |
 TRP (OilWorldWide) | Pay Day | Apr 30, 2026 | $0.65 |
DELL | Pay Day | May 1, 2026 | $0.63 |
 COST (ManssonEric) | Ex-Dividend | May 1, 2026 | $1.47 |
 FCX (JeppeKirkBonde) | Pay Day | May 1, 2026 | $0.15 |
COST (about_trading) | Ex-Dividend | May 1, 2026 | $1.47 |
NWG | Pay Day | May 5, 2026 | $0.62 |
ASML.NV (JeppeKirkBonde) | Pay Day | May 5, 2026 | $3.15 |
ASML.NV (RuberEvolutio96) | Pay Day | May 5, 2026 | $3.15 |
 EL.PA (about_trading) | Ex-Dividend | May 5, 2026 | $4.77 |
ASML.NV (about_trading) | Pay Day | May 5, 2026 | $3.15 |
GLEN.L | Ex-Dividend | May 6, 2026 | $0.09 |
EQT | Ex-Dividend | May 6, 2026 | $0.17 |
BOL.ST (JeppeKirkBonde) | Pay Day | May 6, 2026 | $1.18 |
EQT (JeppeKirkBonde) | Ex-Dividend | May 6, 2026 | $0.17 |
 SAP.DE (about_trading) | Ex-Dividend | May 6, 2026 | $2.95 |
EQT (OilWorldWide) | Ex-Dividend | May 6, 2026 | $0.17 |
ORK.OL (JeppeKirkBonde) | Pay Day | May 7, 2026 | $0.21 |
MA | Pay Day | May 8, 2026 | $0.87 |
 WMT (ManssonEric) | Ex-Dividend | May 8, 2026 | $0.25 |
 NHY.OL (JeppeKirkBonde) | Ex-Dividend | May 8, 2026 | $3.00 |
MA (about_trading) | Pay Day | May 8, 2026 | $0.87 |
SAP.DE (about_trading) | Pay Day | May 8, 2026 | $2.95 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | May 13, 2026 | $0.39 |
ACN | Pay Day | May 15, 2026 | $1.63 |
COST (ManssonEric) | Pay Day | May 15, 2026 | $1.47 |
COST (about_trading) | Pay Day | May 15, 2026 | $1.47 |
 0700.HK (about_trading) | Ex-Dividend | May 15, 2026 | $0.68 |
TRGP (OilWorldWide) | Pay Day | May 15, 2026 | $1.25 |
 HO.PA (JeppeKirkBonde) | Ex-Dividend | May 18, 2026 | $3.43 |
 SPM.MI (RuberEvolutio96) | Ex-Dividend | May 18, 2026 | $0.20 |
 PSX (OilWorldWide) | Ex-Dividend | May 18, 2026 | $1.27 |
NHY.OL (JeppeKirkBonde) | Pay Day | May 19, 2026 | $3.00 |
HO.PA (JeppeKirkBonde) | Pay Day | May 20, 2026 | $3.43 |
SPM.MI (RuberEvolutio96) | Pay Day | May 20, 2026 | $0.20 |
 SCT.L (CCalle) | Pay Day | May 20, 2026 | $0.13 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (ManssonEric) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (JeppeKirkBonde) | Ex-Dividend | May 21, 2026 | $0.91 |
MSFT (RuberEvolutio96) | Ex-Dividend | May 21, 2026 | $0.91 |
WMT (ManssonEric) | Pay Day | May 26, 2026 | $0.25 |
 TEP.PA (CCalle) | Ex-Dividend | May 26, 2026 | $5.23 |
GAW.L | Pay Day | May 27, 2026 | $1.48 |
GAW.L (JeppeKirkBonde) | Pay Day | May 27, 2026 | $1.48 |
GAW.L (CCalle) | Pay Day | May 27, 2026 | $1.48 |
EQNR.OL (OilWorldWide) | Pay Day | May 27, 2026 | $0.39 |
IBE.MC | Ex-Dividend | May 28, 2026 | $0.01 |
IBE.MC (JeppeKirkBonde) | Ex-Dividend | May 28, 2026 | $0.01 |
TEP.PA (CCalle) | Pay Day | May 28, 2026 | $5.23 |
 TMUS (ManssonEric) | Ex-Dividend | May 29, 2026 | $1.02 |
IBE.MC | Pay Day | Jun 1, 2026 | $0.01 |
EQT | Pay Day | Jun 1, 2026 | $0.17 |
IBE.MC (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.01 |
 GS (JeppeKirkBonde) | Ex-Dividend | Jun 1, 2026 | $4.50 |
EQT (JeppeKirkBonde) | Pay Day | Jun 1, 2026 | $0.17 |
0700.HK (about_trading) | Pay Day | Jun 1, 2026 | $0.68 |
PSX (OilWorldWide) | Pay Day | Jun 1, 2026 | $1.27 |
EQT (OilWorldWide) | Pay Day | Jun 1, 2026 | $0.17 |
GLEN.L | Pay Day | Jun 3, 2026 | $0.09 |
EL.PA (about_trading) | Pay Day | Jun 3, 2026 | $4.77 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (ManssonEric) | Pay Day | Jun 11, 2026 | $0.91 |
TMUS (ManssonEric) | Pay Day | Jun 11, 2026 | $1.02 |
MSFT (JeppeKirkBonde) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (JeppeKirkBonde) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (RuberEvolutio96) | Pay Day | Jun 11, 2026 | $0.91 |
TSM (about_trading) | Ex-Dividend | Jun 11, 2026 | $0.95 |
 RUI.PA (about_trading) | Ex-Dividend | Jun 16, 2026 | $2.42 |
RUI.PA (about_trading) | Pay Day | Jun 18, 2026 | $2.42 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
GS (JeppeKirkBonde) | Pay Day | Jun 29, 2026 | $4.50 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Jun 30, 2026 | $1.01 |
TTE.PA (OilWorldWide) | Pay Day | Jul 2, 2026 | $1.01 |
BATS.L | Ex-Dividend | Jul 9, 2026 | -$0.83 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
TSM (JeppeKirkBonde) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (about_trading) | Pay Day | Jul 9, 2026 | $0.95 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
BATS.L | Pay Day | Aug 14, 2026 | -$0.83 |
Performance Metrics
Score 2.9/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-5.43
-5.43
-6
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.14
0.14
0
1
2
3
3
Jensen's Alpha
-5.43
-5.43
-6
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.45
High:
DDOG
427.45DDOGLow:
OKLO
-94.95OKLODetails
PEG Ratio
154.78
High:ACN
3,265.22ACNLow:OKLO
-109.84OKLODetails
Price/Book
2.28
High:MA
60.24MALow:DELL
-51.88DELLDetails
Price/Sales
3.69
High:
UEC
362.59UECLow:OKLO
-OKLODetails
Price/CF
20.18
High:
SHOP
103.19SHOPLow:VAR.OL
1.87VAR.OLDetails
Price/FCF
46.6
High:BABA
1,196.17BABALow:RWE.DE
6.92RWE.DEDetails
P/E Ratio
19.45
High:DDOG
427.45DDOGLow:OKLO
-94.95OKLODetails
PEG Ratio
154.78
High:ACN
3,265.22ACNLow:OKLO
-109.84OKLODetails
Price/Book
2.28
High:MA
60.24MALow:DELL
-51.88DELLDetails
Price/Sales
3.69
High:UEC
362.59UECLow:OKLO
-OKLODetails
Price/CF
20.18
High:SHOP
103.19SHOPLow:VAR.OL
1.87VAR.OLDetails
Price/FCF
46.6
High:BABA
1,196.17BABALow:RWE.DE
6.92RWE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.46% | Nov 2021 | - | 54 |
-38.29% | May 2018 | Oct 2019 | 17 |
-28.75% | Dec 2019 | Jul 2020 | 7 |
-11.19% | Mar 2018 | Apr 2018 | 1 |
-6.46% | Sep 2020 | Jan 2021 | 4 |
-3.37% | May 2021 | Aug 2021 | 3 |
-0.97% | Feb 2021 | Mar 2021 | 1 |