Loading...
-0.1%
Today
-4.89%
This Month
-5.12%
Year To Date
-27.83%
2 Years
-27.83%
5 Years
-18.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs43.63%
- 🪙 Cryptocurrencies7.53%
- 👥 Copy Trading5.57%
- 💻 Electronic Technology5.04%
- 💵 Cash4.88%
- 🖥️ Technology Services3.64%
- ⛏️ Energy Minerals3.29%
- 🧬 Health Technology1.98%
- 📈 Indexes1.12%
- 📦 Distribution Services0.4%
- 📡 Communications0.38%
- 🪨 Non Energy Minerals0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE32.65%
- 🇺🇸 NYSE18.9%
- 🇺🇸 Nasdaq10.01%
- 🌍 Digital Currency7.53%
- 🇮🇹 Borsa Italiana1.31%
- 🇩🇪 Xetra ETFs1.26%
- 🌍 CFD1.12%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.37%
- 🇰🇷 South Korea3.54%
- 🇩🇰 Denmark1.98%
- 🇮🇹 Italy1.31%
- 🇬🇧 United Kingdom0.31%
Dividends
Dividend Yield
0.51%
18 out of 41 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ENI.MI (8.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.11% | 8.14% | $0.94 |
 SMSN.L | 0.06% | 2.48% | $23.68 |
 XLRE | 0.06% | 3.33% | - |
 OXY | 0.04% | 2.27% | $0.8 |
 XLE | 0.04% | 3.06% | - |
 NVO | 0.04% | 2.03% | $0.98 |
 XLV | 0.02% | 1.6% | - |
 XLI | 0.02% | 1.47% | - |
 XLB | 0.02% | 1.97% | - |
 XLF | 0.02% | 1.43% | - |
 RIO | 0.02% | 6.87% | $4.34 |
 XLY | 0.01% | 0.9% | - |
 IJH | 0.01% | 1.42% | - |
 XLK | 0.01% | 0.76% | - |
 IQQQ.DE | 0.01% | 2.13% | - |
 HON | 0.01% | 2.25% | $4.27 |
 SHEL.L | 0% | 4.42% | $0.8 |
 NVDA | 0% | 0.04% | $0.02 |
Performance Metrics
Score 2.3/10
Beta
0
0
0
0.8
1.2
0
2
Sharpe Ratio
-1.01
-1.01
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.04
-1.04
-2
1
2
3
3
Jensen's Alpha
-17.75
-17.75
-18
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-704.71
-704.71
-705
0.75
1.25
2
2
Information Ratio
-1.18
-1.18
-2
0.3
0.6
1
1
Calmar Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Beta
0
0
0
0.8
1.2
0
2
Sharpe Ratio
-1.01
-1.01
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.04
-1.04
-2
1
2
3
3
Jensen's Alpha
-17.75
-17.75
-18
0
2
4.5
4.5
Omega Ratio
0.33
0.33
0
1
1.5
2.5
2.5
Treynor Ratio
-704.71
-704.71
-705
0.75
1.25
2
2
Information Ratio
-1.18
-1.18
-2
0.3
0.6
1
1
Calmar Ratio
-0.58
-0.58
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
22.37
High:
NVDA
34.53NVDALow:
MSTR
-56.3MSTRDetails
PEG Ratio
94.29
High:
HON
826.1HONLow:
SMSN.L
8.58SMSN.LDetails
Price/Book
3.68
High:NVDA
31.32NVDALow:
ENI.MI
0.79ENI.MIDetails
Price/Sales
3.8
High:
ASTS
1,054.72ASTSLow:
CDLX
0.27CDLXDetails
Price/CF
14.9
High:MSTR
7,511.07MSTRLow:ENI.MI
3.18ENI.MIDetails
Price/FCF
48.47
High:CDLX
1,458.43CDLXLow:
SHEL.L
8.1SHEL.LDetails
P/E Ratio
22.37
High:NVDA
34.53NVDALow:MSTR
-56.3MSTRDetails
PEG Ratio
94.29
High:HON
826.1HONLow:SMSN.L
8.58SMSN.LDetails
Price/Book
3.68
High:NVDA
31.32NVDALow:ENI.MI
0.79ENI.MIDetails
Price/Sales
3.8
High:ASTS
1,054.72ASTSLow:CDLX
0.27CDLXDetails
Price/CF
14.9
High:MSTR
7,511.07MSTRLow:ENI.MI
3.18ENI.MIDetails
Price/FCF
48.47
High:CDLX
1,458.43CDLXLow:SHEL.L
8.1SHEL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.74% | Sep 2023 | - | 20 |