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+2.04%
This Month
+16%
Year To Date
+53.06%
2 Years
+72.69%
5 Years
+109.8%
10 Years
+15.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs78.85%
- 👥 Copy Trading20.26%
- 💻 Electronic Technology0.86%
- 🍞 Consumer Non Durables0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE81.23%
- 🇺🇸 Nasdaq14.94%
- 🇩🇪 FRA1.77%
- 🇨🇭 SIX0.8%
- 🇬🇧 LSE0.53%
- 🇪🇸 Bolsa De Madrid0.47%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.97%
- 🇩🇪 Germany1.77%
- 🇨🇳 China1.01%
- 🇲🇽 Mexico0.89%
- 🇨🇭 Switzerland0.8%
- 🇬🇧 United Kingdom0.53%
- 🇵🇦 Panama0.52%
- 🇮🇪 Ireland0.51%
- 🇪🇸 Spain0.47%
- 🇸🇬 Singapore0.42%
Dividends
Dividend Yield
0.38%
1 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: TravelKit (1.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TravelKit | 0.38% | 1.86% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DAL (TravelKit) | Pay Day | Nov 6, 2025 | $0.19 |
Performance Metrics
Score 5.8/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
1.26
1.26
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.24
1.24
0
1
2
3
3
Jensen's Alpha
1.26
1.26
-2
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-13.47
High:
BYND
-0.85BYNDLow:
BA
-13.5BADetails
PEG Ratio
-1.51
High:BYND
-1.51BYNDLow:BYND
-1.51BYNDDetails
Price/Book
-49.23
High:BYND
-0.2BYNDLow:BA
-51.05BADetails
Price/Sales
2.24
High:BA
2.24BALow:BYND
0.46BYNDDetails
Price/CF
40.56
High:BA
40.56BALow:BA
40.56BADetails
Price/FCF
91.69
High:BA
91.69BALow:BA
91.69BADetails
P/E Ratio
-13.47
High:BYND
-0.85BYNDLow:BA
-13.5BADetails
PEG Ratio
-1.51
High:BYND
-1.51BYNDLow:BYND
-1.51BYNDDetails
Price/Book
-49.23
High:BYND
-0.2BYNDLow:BA
-51.05BADetails
Price/Sales
2.24
High:BA
2.24BALow:BYND
0.46BYNDDetails
Price/CF
40.56
High:BA
40.56BALow:BA
40.56BADetails
Price/FCF
91.69
High:BA
91.69BALow:BA
91.69BADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.95% | Jan 2022 | Feb 2024 | 25 |
-5.33% | Feb 2025 | May 2025 | 3 |
-5.14% | Sep 2020 | Nov 2020 | 2 |
-4.84% | Sep 2021 | Oct 2021 | 1 |
-4.42% | Apr 2024 | Jun 2024 | 2 |
-2.48% | Dec 2024 | Jan 2025 | 1 |
-1.89% | Nov 2021 | Dec 2021 | 1 |
-0.8% | Oct 2024 | Nov 2024 | 1 |
-0.62% | Jan 2021 | Feb 2021 | 1 |