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-3%
This Month
-6.78%
Year To Date
-11.37%
2 Years
+11.01%
5 Years
+11.01%
10 Years
+2.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading23.69%
- 🖥️ Technology Services12.64%
- 🪙 Cryptocurrencies9.32%
- 💻 Electronic Technology8.93%
- 📊 ETFs7.93%
- 💰 Finance6.99%
- 🛍️ Retail Trade5.58%
- 🧬 Health Technology4.68%
- ⛏️ Energy Minerals3.14%
- 🛠️ Producer Manufacturing2.89%
- 🏭 Industrial Services2.79%
- 🍞 Consumer Non Durables2.17%
- 💇♀️ Consumer Services1.61%
- 🚗 Consumer Durables1.47%
- 💼 Commercial Services1.29%
- 🪨 Non Energy Minerals1.23%
- 🚚 Transportation1.09%
- ⚡ Utilities0.99%
- 📦 Distribution Services0.56%
- 📡 Communications0.35%
- 🏥 Health Services0.3%
- 🧪 Process Industries0.25%
- 🧩 Miscellaneous0.08%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.56%
- 🇺🇸 Nasdaq29.53%
- 🌍 Digital Currency18.6%
- 🇬🇧 LSE4.27%
- 🇩🇪 Xetra ETFs2.33%
- 🇩🇪 FRA1.85%
- 🇫🇷 Euronext Paris1.44%
- 🇳🇱 Euronext Amsterdam1.3%
- 🇪🇸 Bolsa De Madrid1.23%
- 🇭🇰 Hong Kong Exchanges1.1%
- 🇦🇺 Sydney0.52%
- 🇺🇸 Chicago Board Options Exchange0.49%
- 🇨🇭 SIX0.44%
- 🇮🇹 Borsa Italiana0.36%
- 🇸🇦 Tadawul0.25%
- 🌍 FX0.1%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇦🇪 Dubai Financial Market0.09%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇧🇪 Euronext Brussels0.04%
- 🌍 CFD0.02%
- Regular Trading Hours - RTH0.02%
- 🌍 Commodity0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.05%
- 🇨🇦 Canada2.9%
- 🇬🇧 United Kingdom2.5%
- 🇨🇳 China2.24%
- 🇳🇱 Netherlands2.16%
- 🇩🇪 Germany1.86%
- 🇨🇭 Switzerland1.45%
- 🇧🇷 Brazil1.4%
- 🇫🇷 France1.37%
- 🇹🇼 Taiwan1.15%
- 🇪🇸 Spain1.09%
- 🇮🇪 Ireland0.99%
- 🇮🇱 Israel0.9%
- 🇺🇾 Uruguay0.81%
- 🇯🇵 Japan0.62%
- 🇦🇺 Australia0.56%
- 🇮🇹 Italy0.45%
- 🇸🇬 Singapore0.44%
- 🇮🇳 India0.43%
- 🇰🇾 Cayman Islands0.29%
- 🇩🇰 Denmark0.29%
- 🇧🇲 Bermuda0.27%
- 🇸🇦 Saudi Arabia0.25%
- 🇱🇺 Luxembourg0.17%
- 🇿🇦 South Africa0.15%
- 🇰🇷 South Korea0.11%
- 🇸🇪 Sweden0.1%
- 🇳🇴 Norway0.1%
- 🇦🇷 Argentina0.07%
- 🇲🇽 Mexico0.06%
- 🇨🇱 Chile0.05%
- 🇧🇪 Belgium0.05%
- 🇵🇪 Peru0.03%
- 🇹🇷 Türkiye0.03%
- 🇵🇦 Panama0.03%
- 🇰🇿 Kazakhstan0.03%
- 🇨🇾 Cyprus0.03%
- 🇮🇩 Indonesia0.03%
- 🇭🇰 Hong Kong0.02%
- 🇫🇮 Finland0.01%
- 🇦🇹 Austria0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.94%
139 out of 265 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.04% | 2.77% | - |
 PBR.A | 0.04% | 7.19% | $2.21 |
 WarrenBuffet-CF | 0.03% | 1.7% | - |
 VALE | 0.03% | 7.89% | $1.33 |
 EmergingNations | 0.03% | 2.27% | - |
 Utilities | 0.02% | 2.88% | - |
 TiuBuletaire2 | 0.02% | 2.53% | - |
 PGR | 0.02% | 6.62% | $1.15 |
 O | 0.02% | 4.92% | $3.09 |
 IBM | 0.02% | 2.7% | $6.65 |
 JeppeKirkBonde | 0.02% | 1.02% | - |
 BMY | 0.02% | 4.05% | $2.34 |
 SPG | 0.02% | 4.34% | $7.75 |
 EPD | 0.02% | 5.85% | $2.03 |
 ALV.DE | 0.02% | 4.77% | $13.8 |
 triangulacapital | 0.02% | 2.01% | - |
 CVX | 0.02% | 3.71% | $6.28 |
 IBE.MC | 0.02% | 2.75% | $0.45 |
 TTE.PA | 0.02% | 5.08% | $3.06 |
 HSBA.L | 0.02% | 4.34% | $0.49 |
 thomaspj | 0.02% | 1.73% | - |
 ACN | 0.01% | 2.98% | $4.99 |
 GILD | 0.01% | 2.16% | $3.04 |
 EPR | 0.01% | 5.95% | $3.34 |
 TM | 0.01% | 2.42% | $4.64 |
 PLD | 0.01% | 2.97% | $3.66 |
 EOG | 0.01% | 3.2% | $5.06 |
 VNA.DE | 0.01% | 4.62% | $0.9 |
 FMG.ASX | 0.01% | 6.3% | $2.08 |
 LoicInv | 0.01% | 0.83% | - |
 NESN.ZU | 0.01% | 3.83% | $3 |
 UNH | 0.01% | 3.04% | $7.74 |
 SHEL.L | 0.01% | 3.48% | $0.8 |
 PSX | 0.01% | 2.99% | $4.3 |
 JD.US | 0.01% | 3.93% | $0.74 |
 MSFT | 0.01% | 0.86% | $3 |
 DGE.L | 0.01% | 4.09% | $0.81 |
 EuropeDefense | 0.01% | 0.89% | - |
 GoldWorldWide | 0.01% | 0.63% | - |
 TSM | 0.01% | 0.78% | $1.74 |
 MDT.US | 0.01% | 2.97% | $2.77 |
 NVO | 0.01% | 3.45% | $0.98 |
 Smudliczek | 0.01% | 0.77% | - |
 EG | 0.01% | 2.39% | $7.25 |
 RWE.DE | 0.01% | 2.05% | $1 |
 MKC | 0.01% | 2.79% | $1.62 |
 SIE.DE | 0.01% | 2.32% | $4.7 |
 MAA | 0.01% | 4.2% | $5.81 |
 GPC | 0.01% | 3.62% | $3.9 |
 WSO | 0.01% | 5.48% | $10.05 |
 TFC | 0.01% | 4.24% | $2.08 |
 BABA | 0.01% | 0.79% | $0.98 |
 ULVR.L | 0.01% | 3.38% | $1.47 |
 CM | 0.01% | 2.98% | $2.6 |
 BAM | 0.01% | 3.91% | $1.41 |
 01211.HK | 0% | 1.56% | $3.41 |
 OC | 0% | 2.53% | $2.24 |
 T | 0% | 3.87% | $1.11 |
 TJX | 0% | 1.09% | $1.42 |
 SMR.ASX | 0% | 4.29% | - |
 WKL.NV | 0% | 3.71% | $2.08 |
 META | 0% | 0.32% | $1 |
 ASML.NV | 0% | 0.62% | $6.1 |
 INFY | 0% | 3.07% | $0.39 |
 EQIX | 0% | 2% | $16.19 |
 TMUS | 0% | 1.76% | $1.95 |
 ITW | 0% | 2.23% | $5.6 |
 DIS | 0% | 1.46% | $0.75 |
 GOOG | 0% | 0.28% | $0.2 |
 VRSN | 0% | 1.32% | - |
 WSM | 0% | 1.35% | $3.83 |
 ABBV | 0% | 2.88% | $6.06 |
 HD | 0% | 2.55% | $8.52 |
 TSCO | 0% | 1.86% | $4.26 |
 DG.PA | 0% | 3.72% | $4.5 |
 SLB | 0% | 2.4% | $1.05 |
 OTIS | 0% | 1.86% | $1.41 |
 STZ | 0% | 2.7% | $3.68 |
 AOS | 0% | 1.93% | $1.26 |
 QSR | 0% | 3.52% | $2.26 |
 OXY | 0% | 1.83% | $0.8 |
 JPM | 0% | 1.95% | $4.4 |
 V | 0% | 0.78% | $2.01 |
 02020.HK | 0% | 3.24% | $1.97 |
 EQT | 0% | 1.05% | $0.62 |
 ITUB | 0% | 0.98% | $0.15 |
 DUK | 0% | 3.23% | $4.1 |
 XOM | 0% | 2.69% | $3.76 |
 DE | 0% | 1.06% | $5.76 |
 GOOGL | 0% | 0.28% | $0.2 |
 0700.HK | 0% | 0.9% | $3.4 |
 LRCX | 0% | 0.46% | $8 |
 BESI.NV | 0% | 0.81% | $2.15 |
 GS | 0% | 1.8% | $11 |
 KR | 0% | 2.03% | $1.16 |
 KO | 0% | 2.64% | $1.89 |
 YAL.ASX | 0% | 2.9% | - |
 CB | 0% | 1.17% | $3.49 |
 AAPL | 0% | 0.4% | $0.97 |
 PYPL | 0% | 0.6% | - |
 BKNG | 0% | 0.93% | $17.5 |
 QCOM | 0% | 2.58% | $3.25 |
 MCD | 0% | 2.2% | $6.53 |
 EBAY | 0% | 1.32% | $1.04 |
 ASML | 0% | 0.54% | $5.57 |
 PG | 0% | 2.69% | $3.83 |
 FER.MC | 0% | 1.24% | $0.59 |
 WM | 0% | 1.4% | $2.9 |
 COF | 0% | 1.44% | $2.4 |
 RMD | 0% | 0.9% | $1.92 |
 OXIG.L | 0% | 0.84% | $0.21 |
 MA | 0% | 0.62% | $2.46 |
 HDB | 0% | 1.04% | $0.6 |
 MC.PA | 0% | 2.56% | $13 |
 REGN | 0% | 0.46% | - |
 ASO | 0% | 0.85% | $0.4 |
 ORCL | 0% | 1.31% | $1.6 |
 MCK | 0% | 0.32% | $2.48 |
 LEN | 0% | 1.89% | $1.75 |
 CSL.ASX | 0% | 2.94% | $3.81 |
 GE | 0% | 0.46% | $0.44 |
 TTC | 0% | 1.52% | $1.42 |
 GRMN | 0% | 0.36% | $3.71 |
 IBKR | 0% | 0.46% | - |
 SONY | 0% | 0.48% | $0.49 |
 VLTO | 0% | 0.49% | $0.27 |
 CRM | 0% | 0.87% | $0.4 |
 GMG.ASX | 0% | 1.08% | $0.3 |
 KNSL | 0% | 0.2% | $0.58 |
 WING | 0% | 0.49% | $0.88 |
 RACE | 0% | 1.16% | $2.64 |
 MU | 0% | 0.11% | $0.46 |
 FIX | 0% | 0.16% | $1.02 |
 HWM | 0% | 0.18% | $0.19 |
 CCJ | 0% | 0.15% | $0.09 |
 EME | 0% | 0.16% | $0.79 |
 NVDA | 0% | 0.02% | $0.02 |
 GEHC | 0% | 0.18% | $0.12 |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-5.43
-5.43
-6
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.46
1.46
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-5.43
-5.43
-6
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.25
High:
DDOG
399.49DDOGLow:
NET
-631.21NETDetails
PEG Ratio
299.91
High:MKC
21,917.81MKCLow:
RKLB
-9,779.22RKLBDetails
Price/Book
7.69
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
6.45
High:
RGTI
770.27RGTILow:
TMC
-TMCDetails
Price/CF
22.13
High:
AXON
222.56AXONLow:IBKR
1.19IBKRDetails
Price/FCF
50.33
High:MAA
2,924.9MAALow:IBKR
1.2IBKRDetails
P/E Ratio
30.25
High:DDOG
399.49DDOGLow:NET
-631.21NETDetails
PEG Ratio
299.91
High:MKC
21,917.81MKCLow:RKLB
-9,779.22RKLBDetails
Price/Book
7.69
High:MA
60.42MALow:MCD
-131.7MCDDetails
Price/Sales
6.45
High:RGTI
770.27RGTILow:TMC
-TMCDetails
Price/CF
22.13
High:AXON
222.56AXONLow:IBKR
1.19IBKRDetails
Price/FCF
50.33
High:MAA
2,924.9MAALow:IBKR
1.2IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.24% | Apr 2022 | Mar 2024 | 23 |
-25.25% | Dec 2024 | - | 16 |
-22.76% | Apr 2024 | Nov 2024 | 7 |
-3.21% | Feb 2022 | Mar 2022 | 1 |