Loading...
-0.78%
This Month
+11.69%
Year To Date
+24.5%
2 Years
+45.87%
5 Years
+118.56%
10 Years
+22.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.07%
- 📊 ETFs0.49%
- 💼 Commercial Services0.38%
- 🪙 Cryptocurrencies0.07%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.95%
- 🇺🇸 Nasdaq16.6%
- 🇭🇰 Hong Kong Exchanges9.56%
- 🌍 CFD2.82%
- 🇫🇷 Euronext Paris2.58%
- 🌍 Digital Currency2.42%
- Tokyo Stock Exchange1.04%
- 🇩🇪 Xetra ETFs0.91%
- 🇩🇪 FRA0.69%
- 🇦🇺 Sydney0.6%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.26%
- 🇨🇳 China9.56%
- 🇨🇭 Switzerland4.17%
- 🇧🇷 Brazil3.6%
- 🇫🇷 France3.03%
- 🇮🇱 Israel2.87%
- 🇬🇷 Greece2.68%
- 🇦🇪 United Arab Emirates2.14%
- 🇩🇪 Germany0.69%
- 🇦🇺 Australia0.6%
- 🇺🇾 Uruguay0.19%
Dividends
Dividend Yield
1.28%
5 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.22% | 2.47% | - |
 KenanAbel | 0.04% | 0.09% | - |
 alexvanl | 0.02% | 0.22% | - |
 MSCI | 0.01% | 1.39% | $5.96 |
 WDI.DE | 0% | 2352.94% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.4/10
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
2.49
2.49
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.53
0.53
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
2.49
2.49
-2
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.54
High:MSCI
34.54MSCILow:WDI.DE
0.15WDI.DEDetails
PEG Ratio
170.55
High:MSCI
170.55MSCILow:WDI.DE
0.39WDI.DEDetails
Price/Book
-15.89
High:WDI.DE
0.03WDI.DELow:MSCI
-15.89MSCIDetails
Price/Sales
13.7
High:MSCI
13.7MSCILow:WDI.DE
0.03WDI.DEDetails
Price/CF
25.14
High:MSCI
25.14MSCILow:WDI.DE
16.82WDI.DEDetails
Price/FCF
40.39
High:MSCI
40.39MSCILow:WDI.DE
17.6WDI.DEDetails
P/E Ratio
34.54
High:MSCI
34.54MSCILow:WDI.DE
0.15WDI.DEDetails
PEG Ratio
170.55
High:MSCI
170.55MSCILow:WDI.DE
0.39WDI.DEDetails
Price/Book
-15.89
High:WDI.DE
0.03WDI.DELow:MSCI
-15.89MSCIDetails
Price/Sales
13.7
High:MSCI
13.7MSCILow:WDI.DE
0.03WDI.DEDetails
Price/CF
25.14
High:MSCI
25.14MSCILow:WDI.DE
16.82WDI.DEDetails
Price/FCF
40.39
High:MSCI
40.39MSCILow:WDI.DE
17.6WDI.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.86% | Aug 2015 | Mar 2016 | 7 |
-30.84% | Nov 2021 | Mar 2024 | 28 |
-30.44% | Sep 2017 | Feb 2021 | 41 |
-25.77% | Apr 2015 | Jun 2015 | 2 |
-8.31% | Jul 2017 | Aug 2017 | 1 |
-7.94% | Feb 2017 | Jun 2017 | 4 |
-5.81% | Mar 2026 | Apr 2026 | 1 |
-5.52% | May 2021 | Aug 2021 | 3 |
-5.24% | Sep 2021 | Oct 2021 | 1 |
-3.29% | Mar 2025 | Jun 2025 | 3 |
-2.48% | Jun 2026 | Jul 2026 | 1 |
-1.17% | Dec 2024 | Jan 2025 | 1 |
-0.93% | Oct 2024 | Nov 2024 | 1 |
-0.9% | Jun 2024 | Sep 2024 | 3 |
-0.78% | Sep 2026 | - | 1 |
-0.67% | Nov 2025 | Jan 2026 | 2 |