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-1.65%
This Month
-27.68%
Year To Date
-5.43%
2 Years
-0.23%
5 Years
+658.54%
10 Years
+25.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.67%
- 🪙 Cryptocurrencies28.63%
- 🧬 Health Technology10.3%
- 💰 Finance7.98%
- 🖥️ Technology Services7.81%
- 💼 Commercial Services4.77%
- ⛏️ Energy Minerals0.82%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.26%
- 🌍 Digital Currency28.63%
- 🇬🇧 LSE19.97%
- 🇺🇸 NYSE16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.42%
- 🇰🇿 Kazakhstan7.98%
- 🇬🇧 United Kingdom5.16%
- 🇨🇳 China0.98%
- 🇨🇦 Canada0.82%
- 🇰🇾 Cayman Islands0.57%
- 🇲🇽 Mexico0.38%
- 🇮🇱 Israel0.38%
- 🇮🇪 Ireland0.38%
- 🇧🇷 Brazil0.21%
- 🇨🇭 Switzerland0.21%
- 🇫🇮 Finland0.2%
- 🇮🇩 Indonesia0.2%
- 🇧🇲 Bermuda0.19%
- 🇺🇾 Uruguay0.19%
Dividends
Dividend Yield
0.76%
4 out of 12 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $KSPI (3.27%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Pure-Value | 0.36% | 1.81% | - |
 KSPI | 0.26% | 3.27% | - |
 RELX | 0.12% | 2.53% | $0.75 |
 DVN | 0.02% | 2.16% | $2.05 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (Pure-Value) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 6.6/10
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
19.28
19.28
-2
0
2
20
20
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Beta
1.42
1.42
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.23
1.23
0
1
2
3
3
Jensen's Alpha
19.28
19.28
-2
0
2
20
20
Omega Ratio
1.43
1.43
0
1
1.5
2.5
2.5
Treynor Ratio
1.99
1.99
0
0.75
1.25
2
2
Information Ratio
0.42
0.42
0
0.3
0.6
1
1
Calmar Ratio
0.41
0.41
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
15.88
High:RELX
21.85RELXLow:
NTLA
-4.02NTLADetails
PEG Ratio
77.32
High:RELX
179.94RELXLow:NTLA
-12.4NTLADetails
Price/Book
7.18
High:RELX
18.54RELXLow:DVN
1.7DVNDetails
Price/Sales
3.75
High:NTLA
25.48NTLALow:DVN
1.55DVNDetails
Price/CF
9.78
High:RELX
19.24RELXLow:DVN
4.81DVNDetails
Price/FCF
11.25
High:RELX
33.06RELXLow:KSPI
6.2KSPIDetails
P/E Ratio
15.88
High:RELX
21.85RELXLow:NTLA
-4.02NTLADetails
PEG Ratio
77.32
High:RELX
179.94RELXLow:NTLA
-12.4NTLADetails
Price/Book
7.18
High:RELX
18.54RELXLow:DVN
1.7DVNDetails
Price/Sales
3.75
High:NTLA
25.48NTLALow:DVN
1.55DVNDetails
Price/CF
9.78
High:RELX
19.24RELXLow:DVN
4.81DVNDetails
Price/FCF
11.25
High:RELX
33.06RELXLow:KSPI
6.2KSPIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.13% | Jan 2018 | Nov 2020 | 34 |
-57.21% | Dec 2021 | Nov 2024 | 35 |
-52.52% | Oct 2025 | - | 12 |
-25.74% | Feb 2025 | Sep 2025 | 7 |
-11.32% | May 2021 | Aug 2021 | 3 |
-9.89% | Dec 2024 | Jan 2025 | 1 |
-9.18% | Sep 2021 | Oct 2021 | 1 |
-7.49% | Sep 2017 | Nov 2017 | 2 |
-7% | Jul 2017 | Aug 2017 | 1 |
-2.74% | Dec 2020 | Jan 2021 | 1 |