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-0.43%
This Month
+7.21%
Year To Date
+34.55%
2 Years
+57.98%
5 Years
+57.98%
10 Years
+11.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.63%
- 👥 Copy Trading21.09%
- 💰 Finance13.38%
- 🚗 Consumer Durables3.69%
- 💻 Electronic Technology2.63%
- 🧩 Miscellaneous0.91%
- 💵 Cash0.74%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs58.83%
- 🇺🇸 NYSE20.9%
- 🇺🇸 Nasdaq6.86%
- 🌍 Digital Currency4.83%
- 🇫🇷 Euronext Paris0.72%
- 🇨🇭 SIX0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.03%
- 🇨🇦 Canada2.83%
- 🇫🇷 France0.72%
- 🇨🇭 Switzerland0.25%
Dividends
Dividend Yield
0.11%
2 out of 8 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (0.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 0.1% | 0.63% | - |
 AAPL | 0.01% | 0.37% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (GreenbullInvest) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.6/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-2.57
-2.57
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-2.57
-2.57
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.7
0.7
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.48
High:
TSLA
306.67TSLALow:
BRK.B
15.97BRK.BDetails
PEG Ratio
163.29
High:
AAPL
163.29AAPLLow:AAPL
163.29AAPLDetails
Price/Book
3.14
High:AAPL
55.76AAPLLow:BRK.B
1.54BRK.BDetails
Price/Sales
4.82
High:TSLA
16.92TSLALow:BRK.B
2.9BRK.BDetails
Price/CF
34.38
High:TSLA
99.57TSLALow:BRK.B
27.53BRK.BDetails
Price/FCF
59.5
High:TSLA
229.45TSLALow:AAPL
45.56AAPLDetails
P/E Ratio
25.48
High:TSLA
306.67TSLALow:BRK.B
15.97BRK.BDetails
PEG Ratio
163.29
High:AAPL
163.29AAPLLow:AAPL
163.29AAPLDetails
Price/Book
3.14
High:AAPL
55.76AAPLLow:BRK.B
1.54BRK.BDetails
Price/Sales
4.82
High:TSLA
16.92TSLALow:BRK.B
2.9BRK.BDetails
Price/CF
34.38
High:TSLA
99.57TSLALow:BRK.B
27.53BRK.BDetails
Price/FCF
59.5
High:TSLA
229.45TSLALow:AAPL
45.56AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.02% | Jun 2021 | Dec 2023 | 30 |
-20.36% | Apr 2024 | Nov 2024 | 7 |
-14.88% | Dec 2024 | - | 13 |
-3.33% | Jan 2024 | Feb 2024 | 1 |