Loading...
-1.22%
This Month
+4.39%
Year To Date
+20.58%
2 Years
+20.58%
5 Years
+20.58%
10 Years
+20.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.69%
- 💵 Cash17.8%
- 🪙 Cryptocurrencies6.49%
- 🚗 Consumer Durables5.98%
- 🪨 Non Energy Minerals4.13%
- 📡 Communications1.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.3%
- 🇺🇸 Nasdaq17.44%
- 🌍 Digital Currency6.49%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.38%
- 🇲🇽 Mexico4.13%
- 🇪🇸 Spain1.23%
Dividends
Dividend Yield
1.52%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TELFY (6.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LongGroMo-CXN | 0.5% | 2.2% | - |
 GrowQualST-JGC | 0.46% | 2.18% | - |
 LongFinVal-HXZ | 0.44% | 1.96% | - |
 TELFY | 0.07% | 6.05% | $0.24 |
 CX | 0.04% | 0.92% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
3.48
3.48
0
0.3
0.6
4
4
Beta
0.52
0.52
0
0.8
1.2
0
2
Sharpe Ratio
1.32
1.32
0
0.5
1
2
2
Sortino Ratio
2.1
2.1
0
1
2
3
3
Jensen's Alpha
0.47
0.47
-2
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
1.7
1.7
0
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
3.48
3.48
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
388.51
High:
TSLA
372.52TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
16.13
High:TSLA
18.2TSLALow:CX
1.37CXDetails
Price/Sales
12.46
High:TSLA
14.74TSLALow:TELFY
0.52TELFYDetails
Price/CF
67.77
High:TSLA
79.58TSLALow:TELFY
2.49TELFYDetails
Price/FCF
160.77
High:TSLA
187.89TSLALow:TELFY
8.51TELFYDetails
P/E Ratio
388.51
High:TSLA
372.52TSLALow:TELFY
-9.86TELFYDetails
PEG Ratio
N/A
Details
Price/Book
16.13
High:TSLA
18.2TSLALow:CX
1.37CXDetails
Price/Sales
12.46
High:TSLA
14.74TSLALow:TELFY
0.52TELFYDetails
Price/CF
67.77
High:TSLA
79.58TSLALow:TELFY
2.49TELFYDetails
Price/FCF
160.77
High:TSLA
187.89TSLALow:TELFY
8.51TELFYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.34% | Mar 2026 | May 2026 | 2 |
-3.2% | Jun 2026 | Aug 2026 | 2 |
-1.39% | Nov 2025 | Jan 2026 | 2 |
-1.22% | Sep 2026 | - | 1 |