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-1.86%
This Month
-4.43%
Year To Date
+51.19%
2 Years
+65.87%
5 Years
+161.95%
10 Years
+19.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.47%
- 🪙 Cryptocurrencies10.28%
- 👥 Copy Trading9.06%
- 💻 Electronic Technology7.95%
- 🛠️ Producer Manufacturing7.84%
- 💵 Cash7.21%
- 💇♀️ Consumer Services6.86%
- 💰 Finance6.63%
- 🚗 Consumer Durables5.56%
- 🚚 Transportation4.72%
- 🧬 Health Technology2.61%
- 📦 Distribution Services2.4%
- 🛍️ Retail Trade1.9%
- 💼 Commercial Services1.41%
- 🍞 Consumer Non Durables1.18%
- ⛏️ Energy Minerals0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.67%
- 🇺🇸 Nasdaq41.36%
- 🌍 Digital Currency10.28%
- 🇩🇪 FRA1.62%
- 🇦🇺 Sydney0.1%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇫🇷 Euronext Paris0.04%
- 🇬🇧 LSE0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.64%
- 🇹🇼 Taiwan3.63%
- 🇯🇵 Japan2.87%
- 🇧🇲 Bermuda2.66%
- 🇨🇦 Canada2.08%
- 🇱🇺 Luxembourg2.06%
- 🇩🇪 Germany1.62%
- 🇰🇾 Cayman Islands1.18%
- 🇮🇪 Ireland0.99%
- 🇳🇱 Netherlands0.17%
- 🇮🇱 Israel0.11%
- 🇦🇺 Australia0.1%
- 🇪🇸 Spain0.08%
- 🇬🇧 United Kingdom0.05%
- 🇫🇷 France0.04%
- 🇮🇳 India0.02%
- 🇨🇭 Switzerland0.02%
Dividends
Dividend Yield
0.87%
17 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (12.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Mikepara1 | 0.26% | 2.87% | - |
 MBG.DE | 0.18% | 12.36% | $5.3 |
 MFC | 0.07% | 3.78% | $1.13 |
 NAT | 0.06% | 8.13% | $0.43 |
 MFG | 0.05% | 1.82% | $0.12 |
 PEP | 0.04% | 3.49% | $5.15 |
 CMCSA | 0.04% | 4.14% | $1.2 |
 RCL | 0.04% | 1.48% | - |
 ASC | 0.04% | 1.87% | $0.87 |
 TSM | 0.03% | 0.78% | $1.74 |
 CAH | 0.02% | 0.92% | $2.01 |
 GM | 0.02% | 0.8% | $0.42 |
 POWL | 0.01% | 0.21% | $1.06 |
 CRM | 0.01% | 0.87% | $0.4 |
 GOOGL | 0.01% | 0.28% | $0.2 |
 AAPL | 0.01% | 0.4% | $0.97 |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
0.37
0.37
-2
0
2
4.5
4.5
Omega Ratio
1.42
1.42
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.48
0.48
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.43
High:
TWLO
624TWLOLow:
NET
-631.21NETDetails
PEG Ratio
99.99
High:
ANF
525.14ANFLow:
ZYME
-70.01ZYMEDetails
Price/Book
9.9
High:
APP
76.52APPLow:CAH
-18.26CAHDetails
Price/Sales
6.4
High:NET
30.1NETLow:CAH
0.22CAHDetails
Price/CF
21.53
High:NET
114.77NETLow:ZYME
2.41ZYMEDetails
Price/FCF
45.97
High:PEP
5,797.72PEPLow:ZYME
2.44ZYMEDetails
P/E Ratio
30.43
High:TWLO
624TWLOLow:NET
-631.21NETDetails
PEG Ratio
99.99
High:ANF
525.14ANFLow:ZYME
-70.01ZYMEDetails
Price/Book
9.9
High:APP
76.52APPLow:CAH
-18.26CAHDetails
Price/Sales
6.4
High:NET
30.1NETLow:CAH
0.22CAHDetails
Price/CF
21.53
High:NET
114.77NETLow:ZYME
2.41ZYMEDetails
Price/FCF
45.97
High:PEP
5,797.72PEPLow:ZYME
2.44ZYMEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.65% | Nov 2021 | Sep 2024 | 34 |
-14.44% | Feb 2025 | Jun 2025 | 4 |
-6.39% | May 2021 | Aug 2021 | 3 |
-5% | Nov 2025 | - | 5 |
-4.26% | Sep 2021 | Oct 2021 | 1 |
-2.72% | Dec 2024 | Jan 2025 | 1 |