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-7.1%
This Month
-4.23%
Year To Date
+30.29%
2 Years
+15.66%
5 Years
+21.9%
10 Years
+3.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading77.91%
- 🪨 Non Energy Minerals10.79%
- 🖥️ Technology Services3.94%
- 💵 Cash3.39%
- 🧬 Health Technology2.13%
- ⛏️ Energy Minerals1.74%
- 🛠️ Producer Manufacturing0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.91%
- 🇺🇸 Nasdaq29.27%
- 🇬🇧 LSE6.65%
- 🇫🇷 Euronext Paris3.54%
- 🇨🇭 SIX3.53%
- 🇮🇹 Borsa Italiana3.04%
- 🇪🇸 Bolsa De Madrid1.83%
- 🇳🇱 Euronext Amsterdam0.88%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇳🇴 Oslo Stock Exchange0.8%
- 🇸🇪 Stockholm Stock Exchange0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.97%
- 🇿🇦 South Africa10.78%
- 🇬🇧 United Kingdom6.45%
- 🇮🇪 Ireland4.54%
- 🇨🇭 Switzerland3.83%
- 🇫🇷 France3.54%
- 🇮🇹 Italy3.04%
- 🇪🇸 Spain1.83%
- 🇱🇺 Luxembourg1.45%
- 🇺🇾 Uruguay1.04%
- 🇳🇱 Netherlands0.88%
- 🇨🇳 China0.84%
- 🇰🇷 South Korea0.82%
- 🇮🇱 Israel0.81%
- 🇳🇴 Norway0.8%
- 🇨🇦 Canada0.35%
- 🇸🇪 Sweden0.33%
- 🇬🇮 Gibraltar0%
Dividends
Dividend Yield
1.2%
10 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.48%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.41% | 0.77% | - |
 thomaspj | 0.24% | 1.62% | - |
 SBSW | 0.21% | 1.97% | $0.3 |
 PFE | 0.14% | 6.48% | $1.66 |
 Richardstroud | 0.13% | 1.62% | - |
 PBF | 0.04% | 2.52% | $0.95 |
 0968.HK | 0.01% | 1.5% | $0.23 |
 GOOG | 0.01% | 0.28% | $0.2 |
 PelosiTracker | 0% | 0.22% | - |
 SCCO | 0% | -1.88% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-6.15
-6.15
-7
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.83
High:
NFLX
37.72NFLXLow:SBSW
-31.08SBSWDetails
PEG Ratio
-51.19
High:NFLX
137.51NFLXLow:SBSW
-111.57SBSWDetails
Price/Book
7.7
High:NFLX
15.12NFLXLow:0968.HK
0.920968.HKDetails
Price/Sales
7.4
High:SCCO
10.76SCCOLow:PBF
0.18PBFDetails
Price/CF
22.89
High:PBF
68.12PBFLow:SBSW
7.92SBSWDetails
Price/FCF
60.13
High:PFE
202.63PFELow:PBF
19.16PBFDetails
P/E Ratio
28.83
High:NFLX
37.72NFLXLow:SBSW
-31.08SBSWDetails
PEG Ratio
-51.19
High:NFLX
137.51NFLXLow:SBSW
-111.57SBSWDetails
Price/Book
7.7
High:NFLX
15.12NFLXLow:0968.HK
0.920968.HKDetails
Price/Sales
7.4
High:SCCO
10.76SCCOLow:PBF
0.18PBFDetails
Price/CF
22.89
High:PBF
68.12PBFLow:SBSW
7.92SBSWDetails
Price/FCF
60.13
High:PFE
202.63PFELow:PBF
19.16PBFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.58% | Nov 2021 | Jul 2025 | 44 |
-7.1% | Mar 2026 | - | 1 |
-5.15% | Sep 2021 | Oct 2021 | 1 |
-1.62% | Jul 2021 | Aug 2021 | 1 |
-1.25% | Nov 2025 | Jan 2026 | 2 |
-0.58% | Feb 2021 | Apr 2021 | 2 |