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-2.1%
This Month
-2.93%
Year To Date
+17.96%
2 Years
-17.85%
5 Years
+192.51%
10 Years
+13.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.92%
- 💵 Cash9.74%
- 🖥️ Technology Services6.32%
- 🪙 Cryptocurrencies5.68%
- 📊 ETFs4.86%
- 💻 Electronic Technology1.86%
- 📦 Distribution Services1.52%
- 💇♀️ Consumer Services1.33%
- 💰 Finance1.25%
- 🧩 Miscellaneous0.82%
- 🪨 Non Energy Minerals0.71%
- 🧬 Health Technology0.64%
- 🚗 Consumer Durables0.56%
- 🛍️ Retail Trade0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.83%
- 🇺🇸 NYSE26.31%
- 🌍 Digital Currency9.07%
- 🇬🇧 LSE5.08%
- 🇺🇸 Chicago Board Options Exchange1.45%
- 🇫🇷 Euronext Paris1.44%
- 🇭🇰 Hong Kong Exchanges1.31%
- 🇩🇪 FRA1.28%
- 🇩🇪 Xetra ETFs0.68%
- 🇨🇭 SIX0.59%
- 🇮🇹 Borsa Italiana0.52%
- 🇳🇱 Euronext Amsterdam0.5%
- 🇳🇴 Oslo Stock Exchange0.45%
- 🇦🇺 Sydney0.38%
- 🌍 Commodity0.38%
- 🇦🇪 Dubai Financial Market0.28%
- 🌍 CFD0.22%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇪🇸 Bolsa De Madrid0.16%
- 🌍 FX0.12%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇫🇮 Helsinki Stock Exchange0.05%
- Regular Trading Hours - RTH0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.81%
- 🇬🇧 United Kingdom4.1%
- 🇨🇳 China2.36%
- 🇦🇺 Australia1.84%
- 🇨🇭 Switzerland1.62%
- 🇩🇪 Germany1.31%
- 🇫🇷 France1.3%
- 🇨🇦 Canada1.17%
- 🇳🇱 Netherlands0.89%
- 🇮🇱 Israel0.85%
- 🇹🇼 Taiwan0.79%
- 🇰🇷 South Korea0.55%
- 🇮🇹 Italy0.52%
- 🇮🇪 Ireland0.46%
- 🇳🇴 Norway0.45%
- 🇬🇷 Greece0.41%
- 🇺🇾 Uruguay0.32%
- 🇧🇷 Brazil0.28%
- 🇰🇾 Cayman Islands0.24%
- 🇩🇰 Denmark0.23%
- 🇭🇰 Hong Kong0.17%
- 🇪🇸 Spain0.16%
- 🇱🇺 Luxembourg0.13%
- 🇲🇽 Mexico0.12%
- 🇸🇬 Singapore0.12%
- 🇸🇪 Sweden0.06%
- 🇫🇮 Finland0.05%
- 🇦🇹 Austria0.05%
- 🇧🇪 Belgium0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.82%
24 out of 55 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.23% | 5.29% | - |
 AmitKup | 0.11% | 2.73% | - |
 triangulacapital | 0.09% | 2.01% | - |
 WarrenBuffet-CF | 0.07% | 1.7% | - |
 CPHequities | 0.04% | 0.79% | - |
 defense_investor | 0.03% | 0.77% | - |
 Smudliczek | 0.03% | 0.77% | - |
 GreenbullInvest | 0.03% | 0.7% | - |
 jaynemesis | 0.03% | 0.78% | - |
 rubymza | 0.03% | 0.75% | - |
 GLEN.L | 0.02% | 2.41% | $0.1 |
 MarianoPardo | 0.02% | 0.41% | - |
 AI-Revolution | 0.02% | 0.39% | - |
 StanleyDruck13F | 0.01% | 0.28% | - |
 MSFT | 0.01% | 0.86% | $3 |
 steveli1029 | 0.01% | 0.24% | - |
 NYT | 0.01% | 0.95% | $0.46 |
 META | 0% | 0.32% | $1 |
 MCK | 0% | 0.32% | $2.48 |
 GOOGL | 0% | 0.28% | $0.2 |
 misterg23 | 0% | 0.03% | - |
 HL | 0% | 0.07% | $0.03 |
 SCCO | 0% | -1.61% | $-3.76 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.7/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
4.07
4.07
-2
0
2
5
5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.98
0.98
0
1
2
3
3
Jensen's Alpha
4.07
4.07
-2
0
2
5
5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
1.26
1.26
0
0.75
1.25
2
2
Information Ratio
0.13
0.13
0
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.91
High:
TSLA
377.27TSLALow:
MSTR
-7.96MSTRDetails
PEG Ratio
78.02
High:NYT
214.76NYTLow:
03333.HK
-0.0303333.HKDetails
Price/Book
6.17
High:TSLA
18.54TSLALow:MCK
-92.74MCKDetails
Price/Sales
5.62
High:MSTR
90.21MSTRLow:03333.HK
0.0103333.HKDetails
Price/CF
21.64
High:MSTR
7,511.07MSTRLow:03333.HK
1.7403333.HKDetails
Price/FCF
62.03
High:MSTR
1,187.5MSTRLow:ITUB
6.27ITUBDetails
P/E Ratio
28.91
High:TSLA
377.27TSLALow:MSTR
-7.96MSTRDetails
PEG Ratio
78.02
High:NYT
214.76NYTLow:03333.HK
-0.0303333.HKDetails
Price/Book
6.17
High:TSLA
18.54TSLALow:MCK
-92.74MCKDetails
Price/Sales
5.62
High:MSTR
90.21MSTRLow:03333.HK
0.0103333.HKDetails
Price/CF
21.64
High:MSTR
7,511.07MSTRLow:03333.HK
1.7403333.HKDetails
Price/FCF
62.03
High:MSTR
1,187.5MSTRLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.3% | Sep 2021 | - | 55 |
-37.58% | Jan 2018 | Jan 2021 | 36 |
-13.22% | May 2021 | Aug 2021 | 3 |
-3.65% | Sep 2017 | Nov 2017 | 2 |
-1.83% | Jun 2017 | Aug 2017 | 2 |