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-3.17%
This Month
+1.03%
Year To Date
+26.49%
2 Years
+68.1%
5 Years
+74.15%
10 Years
+13.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs20.62%
- 👥 Copy Trading19.41%
- 🍞 Consumer Non Durables18.62%
- 💰 Finance9.18%
- 📡 Communications8.71%
- 💻 Electronic Technology5.16%
- 🖥️ Technology Services4.44%
- 🧬 Health Technology3.29%
- 🚚 Transportation2.63%
- ⛏️ Energy Minerals1.57%
- 🧪 Process Industries1.55%
- 🌾 Commodities1.44%
- 🏥 Health Services1.37%
- 💇♀️ Consumer Services1.08%
- 💼 Commercial Services0.43%
- 💵 Cash0.42%
- 🛍️ Retail Trade0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE68.27%
- 🇺🇸 Nasdaq17.73%
- 🇬🇧 LSE7.07%
- 🇨🇭 SIX2.34%
- 🌍 Commodity1.44%
- 🇦🇺 Sydney1.01%
- 🇫🇷 Euronext Paris0.98%
- 🇳🇴 Oslo Stock Exchange0.73%
- 🌍 Digital Currency0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.26%
- 🇬🇧 United Kingdom7.85%
- 🇨🇭 Switzerland3.88%
- 🇳🇱 Netherlands2.54%
- 🇦🇺 Australia1.01%
- 🇫🇷 France0.98%
- 🇩🇰 Denmark0.88%
- 🇳🇴 Norway0.73%
- 🇨🇦 Canada0.02%
Dividends
Dividend Yield
2.7%
21 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.73% | 13.13% | $1.44 |
 MO | 0.57% | 6.19% | $3.92 |
 thomaspj | 0.33% | 1.73% | - |
 T | 0.28% | 3.87% | $1.11 |
 KO | 0.15% | 2.64% | $1.89 |
 NESN.ZU | 0.09% | 3.83% | $3 |
 AMCR | 0.09% | 5.67% | $0.5 |
 VZ | 0.08% | 5.49% | $2.66 |
 UPS | 0.07% | 5.95% | $6.5 |
 ABBV | 0.07% | 2.88% | $6.06 |
 CVX | 0.06% | 3.71% | $6.28 |
 HPQ | 0.05% | 6.17% | $1.1 |
 UNH | 0.04% | 3.04% | $7.74 |
 STZ | 0.04% | 2.7% | $3.68 |
 FLT.ASX | 0.03% | 3.37% | $0.28 |
 NVO | 0.03% | 3.45% | $0.98 |
 ASML | 0.01% | 0.54% | $5.57 |
 Dollarydoos | 0% | 0.29% | - |
 PYPL | 0% | 0.6% | - |
 NVDA | 0% | 0.02% | $0.02 |
 BAC | -0.02% | -2.2% | $-0.96 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.4/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.75
0.75
0
1
2
3
3
Jensen's Alpha
-0.39
-0.39
-2
0
2
4.5
4.5
Omega Ratio
1.13
1.13
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.42
High:ABBV
100.02ABBVLow:
AKA.US
-4.19AKA.USDetails
PEG Ratio
57.26
High:NVO
199.02NVOLow:AKA.US
-28.4AKA.USDetails
Price/Book
8.49
High:NVDA
28.28NVDALow:ABBV
-127.69ABBVDetails
Price/Sales
5.33
High:NVDA
20.71NVDALow:
AMC
0.12AMCDetails
Price/CF
18.76
High:AMC
47.11AMCLow:
WIZZ.L
1.76WIZZ.LDetails
Price/FCF
43.67
High:AMCR
713.83AMCRLow:WIZZ.L
3.2WIZZ.LDetails
P/E Ratio
26.42
High:ABBV
100.02ABBVLow:AKA.US
-4.19AKA.USDetails
PEG Ratio
57.26
High:NVO
199.02NVOLow:AKA.US
-28.4AKA.USDetails
Price/Book
8.49
High:NVDA
28.28NVDALow:ABBV
-127.69ABBVDetails
Price/Sales
5.33
High:NVDA
20.71NVDALow:AMC
0.12AMCDetails
Price/CF
18.76
High:AMC
47.11AMCLow:WIZZ.L
1.76WIZZ.LDetails
Price/FCF
43.67
High:AMCR
713.83AMCRLow:WIZZ.L
3.2WIZZ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.52% | Jan 2022 | - | 51 |
-8.59% | Sep 2021 | Oct 2021 | 1 |
-5.04% | Nov 2021 | Dec 2021 | 1 |