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-0.91%
This Month
-6.55%
Year To Date
-11.53%
2 Years
+81.11%
5 Years
+97.93%
10 Years
+13.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.94%
- 🪙 Cryptocurrencies15.38%
- 📡 Communications9%
- 💵 Cash5.98%
- 💻 Electronic Technology2.97%
- 🖥️ Technology Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.56%
- 🌍 Digital Currency25.52%
- 🇺🇸 Nasdaq18.7%
- 🇩🇪 Xetra ETFs2.34%
- 🇬🇧 LSE0.62%
- 🇺🇸 Chicago Board Options Exchange0.24%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇩🇰 Copenhagen Stock Exchange0.01%
- 🇩🇪 FRA0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States16.6%
- 🇨🇦 Canada9%
- 🇧🇷 Brazil1.44%
- 🇦🇺 Australia0.79%
- 🇳🇱 Netherlands0.03%
- 🇩🇰 Denmark0.01%
- 🇩🇪 Germany0.01%
Dividends
Dividend Yield
0.94%
4 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TU (8.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TU | 0.78% | 8.69% | $1.11 |
 thor1980 | 0.16% | 0.59% | - |
 fparramartinez | 0% | 0.01% | - |
 pmalagon | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.74
3.74
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.17
1.17
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.07
High:
ENPH
33.05ENPHLow:
CXAI
-0.34CXAIDetails
PEG Ratio
277.16
High:TU
353.59TULow:CXAI
-0.41CXAIDetails
Price/Book
1.97
High:
XTIA
7.56XTIALow:
BOXL
-0.06BOXLDetails
Price/Sales
1.54
High:XTIA
12.28XTIALow:BOXL
0.01BOXLDetails
Price/CF
6.2
High:ENPH
30.74ENPHLow:BOXL
1.54BOXLDetails
Price/FCF
39.44
High:ENPH
43.77ENPHLow:BOXL
2.26BOXLDetails
P/E Ratio
27.07
High:ENPH
33.05ENPHLow:CXAI
-0.34CXAIDetails
PEG Ratio
277.16
High:TU
353.59TULow:CXAI
-0.41CXAIDetails
Price/Book
1.97
High:XTIA
7.56XTIALow:BOXL
-0.06BOXLDetails
Price/Sales
1.54
High:XTIA
12.28XTIALow:BOXL
0.01BOXLDetails
Price/CF
6.2
High:ENPH
30.74ENPHLow:BOXL
1.54BOXLDetails
Price/FCF
39.44
High:ENPH
43.77ENPHLow:BOXL
2.26BOXLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.06% | Dec 2021 | Jul 2023 | 19 |
-25.32% | Dec 2024 | - | 16 |
-8.53% | Aug 2023 | Dec 2023 | 4 |
-8.38% | Jan 2024 | Feb 2024 | 1 |
-6.57% | Jun 2024 | Jul 2024 | 1 |
-4.98% | Jun 2021 | Sep 2021 | 3 |
-4.69% | Aug 2024 | Oct 2024 | 2 |
-4.35% | Apr 2024 | May 2024 | 1 |