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-1.26%
This Month
+2.12%
Year To Date
+24.43%
2 Years
+31.46%
5 Years
+31.46%
10 Years
+8.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading83.17%
- 💵 Cash8.2%
- 🖥️ Technology Services2.89%
- 🏭 Industrial Services1.78%
- 🛍️ Retail Trade1.14%
- 🍞 Consumer Non Durables1%
- 💰 Finance0.82%
- 💼 Commercial Services0.56%
- 📊 ETFs0.43%
- 🛠️ Producer Manufacturing0.26%
- 🚚 Transportation0.25%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.35%
- 🇺🇸 Nasdaq32.28%
- 🇬🇧 LSE4.65%
- 🇭🇰 Hong Kong Exchanges4.52%
- 🇳🇴 Oslo Stock Exchange3.23%
- 🇦🇺 Sydney2.53%
- 🇫🇷 Euronext Paris1.89%
- 🌍 Digital Currency1.49%
- 🌍 FX0.8%
- 🇩🇪 FRA0.41%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇮🇹 Borsa Italiana0.18%
- 🌍 CFD0.03%
- 🌍 Commodity0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.58%
- 🇨🇳 China6.5%
- 🇬🇧 United Kingdom4.78%
- 🇳🇴 Norway3.23%
- 🇬🇷 Greece2.84%
- 🇦🇺 Australia2.53%
- 🇧🇷 Brazil1.86%
- 🇫🇷 France1.75%
- 🇭🇰 Hong Kong0.98%
- 🇨🇦 Canada0.96%
- 🇺🇾 Uruguay0.65%
- 🇮🇱 Israel0.62%
- 🇹🇼 Taiwan0.6%
- 🇩🇪 Germany0.41%
- 🇵🇷 Puerto Rico0.3%
- 🇳🇱 Netherlands0.23%
- 🇸🇪 Sweden0.19%
- 🇮🇹 Italy0.18%
- 🇮🇪 Ireland0.17%
- 🇯🇵 Japan0.12%
Dividends
Dividend Yield
1.93%
20 out of 30 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MPT (6.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.53% | 5.2% | - |
 thomaspj | 0.08% | 1.35% | - |
 EWachenheim-CF | 0.08% | 1.47% | - |
 BigTech | 0.05% | 0.29% | - |
 MPT | 0.04% | 6.13% | $0.6 |
 SLB | 0.04% | 2.37% | $1.05 |
 DroneTech | 0.04% | 0.63% | - |
 CVS | 0.03% | 3.32% | $2.54 |
 IshfaaqPeerally | 0.02% | 0.28% | - |
 NKE | 0.02% | 2.74% | $1.45 |
 HarpinderKang | 0.01% | 0.41% | - |
 PAYC | 0.01% | 1.18% | $1.5 |
 JD.US | 0.01% | 3.91% | $0.74 |
 CyberSecurity | 0% | 0.09% | - |
 PYPL | 0% | 0.61% | - |
 GOOG | 0% | 0.28% | $0.2 |
 RNG | 0% | 0.2% | - |
 SOLS | 0% | -0.1% | - |
 MRP | -0.01% | -8.3% | - |
 JORDENBOER | -0.02% | -0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.3/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
-2.11
-2.11
-3
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
2.71
2.71
0
0.3
0.6
3
3
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.08
1.08
0
1
2
3
3
Jensen's Alpha
-2.11
-2.11
-3
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
2.71
2.71
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
28.02
High:RNG
76.41RNGLow:
MDB
-286.54MDBDetails
PEG Ratio
-44.85
High:GOOG
82.16GOOGLow:MDB
-418.48MDBDetails
Price/Book
7.22
High:GOOG
8.84GOOGLow:RNG
-5.33RNGDetails
Price/Sales
4.67
High:GOOG
9.21GOOGLow:JD.US
0.21JD.USDetails
Price/CF
21.56
High:MDB
77.88MDBLow:RNG
4.16RNGDetails
Price/FCF
53.83
High:NKE
947.69NKELow:RNG
4.86RNGDetails
P/E Ratio
28.02
High:RNG
76.41RNGLow:MDB
-286.54MDBDetails
PEG Ratio
-44.85
High:GOOG
82.16GOOGLow:MDB
-418.48MDBDetails
Price/Book
7.22
High:GOOG
8.84GOOGLow:RNG
-5.33RNGDetails
Price/Sales
4.67
High:GOOG
9.21GOOGLow:JD.US
0.21JD.USDetails
Price/CF
21.56
High:MDB
77.88MDBLow:RNG
4.16RNGDetails
Price/FCF
53.83
High:NKE
947.69NKELow:RNG
4.86RNGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.5% | Feb 2025 | May 2025 | 3 |
-3.37% | Apr 2023 | Feb 2024 | 10 |
-2.79% | Apr 2024 | May 2024 | 1 |
-2.64% | Nov 2025 | Jan 2026 | 2 |
-2% | Dec 2024 | Jan 2025 | 1 |
-1.39% | Feb 2026 | - | 2 |
-1.3% | Jun 2024 | Sep 2024 | 3 |
-1.3% | Feb 2023 | Mar 2023 | 1 |
-0.99% | Oct 2024 | Nov 2024 | 1 |