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-2.52%
This Month
-3.78%
Year To Date
+32.29%
2 Years
+62.05%
5 Years
+62.05%
10 Years
+21.3%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading54.15%
- 📊 ETFs36.18%
- 💰 Finance9.48%
- 💵 Cash0.15%
- 🛠️ Producer Manufacturing0.04%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE49.4%
- 🇺🇸 Nasdaq29.04%
- 🇩🇪 Xetra ETFs4.8%
- 🇬🇧 LSE4.35%
- 🌍 Digital Currency3.68%
- 🇩🇪 FRA2.53%
- 🇫🇷 Euronext Paris0.79%
- 🇭🇰 Hong Kong Exchanges0.67%
- 🇮🇹 Borsa Italiana0.37%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇸🇪 Stockholm Stock Exchange0.12%
- 🇧🇪 Euronext Brussels0.08%
- 🇨🇭 SIX0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.43%
- 🇩🇪 Germany2.53%
- 🇨🇳 China1.51%
- 🇹🇼 Taiwan1.37%
- 🇫🇷 France0.69%
- 🇮🇹 Italy0.62%
- 🇳🇱 Netherlands0.59%
- 🇬🇧 United Kingdom0.55%
- 🇮🇱 Israel0.48%
- 🇨🇦 Canada0.46%
- 🇯🇵 Japan0.29%
- 🇪🇸 Spain0.28%
- 🇲🇽 Mexico0.16%
- 🇸🇬 Singapore0.16%
- 🇺🇾 Uruguay0.15%
- 🇨🇭 Switzerland0.15%
- 🇸🇪 Sweden0.12%
- 🇧🇪 Belgium0.08%
- 🇩🇰 Denmark0.06%
- 🇮🇳 India0.06%
- 🇰🇷 South Korea0.01%
Dividends
Dividend Yield
0.4%
12 out of 25 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: TheBigBanks (3.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.09% | 3.4% | - |
 APO | 0.07% | 1.86% | $1.75 |
 Private-Equity | 0.06% | 3.05% | - |
 robchamow | 0.04% | 0.43% | - |
 MIURATRADER | 0.03% | 0.9% | - |
 BigTech | 0.03% | 0.28% | - |
 AI-Revolution | 0.03% | 0.39% | - |
 davoyu | 0.02% | 0.33% | - |
 StanleyDruck13F | 0.02% | 0.28% | - |
 SpaceTech | 0.01% | 0.55% | - |
 SOLS | 0% | -0.1% | - |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
-0.91
-0.91
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.96
0.96
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
-0.91
-0.91
-2
0
2
4.5
4.5
Omega Ratio
1.01
1.01
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.01
0.01
0
0.3
0.6
1
1
Calmar Ratio
2.25
2.25
0
0.3
0.6
3
3
Portfolio Valuation
Based on current positions
P/E Ratio
15.84
High:GEV
47.29GEVLow:
BRK.B
15.7BRK.BDetails
PEG Ratio
21.42
High:GEV
21.42GEVLow:GEV
21.42GEVDetails
Price/Book
1.49
High:GEV
20.29GEVLow:BRK.B
1.47BRK.BDetails
Price/Sales
2.79
High:GEV
6.06GEVLow:APO
2.02APODetails
Price/CF
22.78
High:GEV
35.91GEVLow:APO
11.62APODetails
Price/FCF
40.39
High:GEV
52.13GEVLow:APO
14.07APODetails
P/E Ratio
15.84
High:GEV
47.29GEVLow:BRK.B
15.7BRK.BDetails
PEG Ratio
21.42
High:GEV
21.42GEVLow:GEV
21.42GEVDetails
Price/Book
1.49
High:GEV
20.29GEVLow:BRK.B
1.47BRK.BDetails
Price/Sales
2.79
High:GEV
6.06GEVLow:APO
2.02APODetails
Price/CF
22.78
High:GEV
35.91GEVLow:APO
11.62APODetails
Price/FCF
40.39
High:GEV
52.13GEVLow:APO
14.07APODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.04% | Apr 2024 | Nov 2024 | 7 |
-7.45% | Feb 2025 | May 2025 | 3 |
-7.24% | Aug 2023 | Nov 2023 | 3 |
-5.52% | Feb 2026 | - | 2 |
-1.73% | Nov 2025 | Jan 2026 | 2 |