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-2.6%
This Month
-0.23%
Year To Date
+15.23%
2 Years
+15.23%
5 Years
+15.23%
10 Years
+15.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading65.72%
- 💵 Cash17.86%
- 🚗 Consumer Durables6.81%
- 🪙 Cryptocurrencies5.55%
- 🪨 Non Energy Minerals4.91%
- 📡 Communications1.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.04%
- 🇺🇸 Nasdaq16.98%
- 🌍 Digital Currency5.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.77%
- 🇲🇽 Mexico4.91%
- 🇪🇸 Spain1.34%
Dividends
Dividend Yield
1.54%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TELFY (6.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LongGroMo-CXN | 0.51% | 2.2% | - |
 GrowQualST-JGC | 0.46% | 2.16% | - |
 LongFinVal-HXZ | 0.44% | 2.13% | - |
 TELFY | 0.08% | 6.17% | $0.24 |
 CX | 0.04% | 0.74% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.3/10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
2.86
2.86
0
0.5
1
3
3
Sortino Ratio
8.29
8.29
0
1
2
9
9
Jensen's Alpha
7.37
7.37
-2
0
2
8
8
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.45
3.45
0
0.75
1.25
4
4
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.36
0.36
0
0.8
1.2
0
2
Sharpe Ratio
2.86
2.86
0
0.5
1
3
3
Sortino Ratio
8.29
8.29
0
1
2
9
9
Jensen's Alpha
7.37
7.37
-2
0
2
8
8
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
3.45
3.45
0
0.75
1.25
4
4
Information Ratio
-1.02
-1.02
-2
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Portfolio Valuation
Based on current positions
P/E Ratio
356.78
High:
TSLA
377.27TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
700.87
High:CX
700.87CXLow:CX
700.87CXDetails
Price/Book
16.31
High:TSLA
18.54TSLALow:CX
1.3CXDetails
Price/Sales
12.74
High:TSLA
15.15TSLALow:TELFY
0.52TELFYDetails
Price/CF
88.41
High:TSLA
107.92TSLALow:TELFY
2.49TELFYDetails
Price/FCF
214.02
High:TSLA
255.88TSLALow:TELFY
8.51TELFYDetails
P/E Ratio
356.78
High:TSLA
377.27TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
700.87
High:CX
700.87CXLow:CX
700.87CXDetails
Price/Book
16.31
High:TSLA
18.54TSLALow:CX
1.3CXDetails
Price/Sales
12.74
High:TSLA
15.15TSLALow:TELFY
0.52TELFYDetails
Price/CF
88.41
High:TSLA
107.92TSLALow:TELFY
2.49TELFYDetails
Price/FCF
214.02
High:TSLA
255.88TSLALow:TELFY
8.51TELFYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-2.6% | Mar 2026 | - | 1 |
-1.39% | Nov 2025 | Jan 2026 | 2 |