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+0.46%
This Month
-15.7%
Year To Date
+34.28%
2 Years
-57.44%
5 Years
-49.84%
10 Years
-11.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading86.69%
- 🪨 Non Energy Minerals13.28%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq17.77%
- 🇺🇸 NYSE17.24%
- 🌍 Digital Currency16.43%
- 🇬🇧 LSE13.85%
- 🇨🇭 SIX1.36%
- 🇭🇰 Hong Kong Exchanges1%
- 🇺🇸 Chicago Board Options Exchange0.79%
- 🇮🇹 Borsa Italiana0.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.62%
- 🇬🇧 United Kingdom13.79%
- 🇨🇳 China2.62%
- 🇹🇼 Taiwan1.71%
- 🇮🇹 Italy1.65%
- 🇨🇭 Switzerland1.36%
- 🇳🇱 Netherlands1.07%
- 🇭🇰 Hong Kong0.65%
- 🇨🇦 Canada0.44%
- 🇸🇬 Singapore0.12%
- 🇷🇺 Russia0.05%
Dividends
Dividend Yield
2.78%
2 out of 3 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $EVR.L (17.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EVR.L | 2.37% | 17.85% | - |
 Ombrettademarco | 0.41% | 0.48% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 00175.HK (Ombrettademarco) | Pay Day | Jul 30, 2026 | $0.06 |
 DHR (Ombrettademarco) | Pay Day | Jul 31, 2026 | $0.40 |
 ZTS (Ombrettademarco) | Pay Day | Sep 1, 2026 | $0.53 |
Performance Metrics
Score 2.5/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-17.07
-17.07
-18
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.11
-0.11
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.18
-0.18
-1
1
2
3
3
Jensen's Alpha
-17.07
-17.07
-18
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
-0.47
-0.47
-1
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.15
-0.15
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
0.61
High:EVR.L
0.61EVR.LLow:EVR.L
0.61EVR.LDetails
PEG Ratio
0.26
High:EVR.L
0.26EVR.LLow:EVR.L
0.26EVR.LDetails
Price/Book
0.89
High:EVR.L
0.89EVR.LLow:EVR.L
0.89EVR.LDetails
Price/Sales
N/A
Details
Price/CF
3.5
High:EVR.L
3.5EVR.LLow:EVR.L
3.5EVR.LDetails
Price/FCF
12.87
High:EVR.L
12.87EVR.LLow:EVR.L
12.87EVR.LDetails
P/E Ratio
0.61
High:EVR.L
0.61EVR.LLow:EVR.L
0.61EVR.LDetails
PEG Ratio
0.26
High:EVR.L
0.26EVR.LLow:EVR.L
0.26EVR.LDetails
Price/Book
0.89
High:EVR.L
0.89EVR.LLow:EVR.L
0.89EVR.LDetails
Price/Sales
N/A
Details
Price/CF
3.5
High:EVR.L
3.5EVR.LLow:EVR.L
3.5EVR.LDetails
Price/FCF
12.87
High:EVR.L
12.87EVR.LLow:EVR.L
12.87EVR.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.9% | Jul 2021 | - | 61 |