Loading...
+1.47%
This Month
+13.19%
Year To Date
+11.1%
2 Years
+44.92%
5 Years
+44.92%
10 Years
+7.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36%
- 💻 Electronic Technology12.83%
- 📈 Indexes8.79%
- 💵 Cash7.08%
- 🚗 Consumer Durables6.4%
- 💼 Commercial Services6.28%
- 🖥️ Technology Services5.84%
- 📊 ETFs3.99%
- 🪨 Non Energy Minerals3.24%
- 📡 Communications1.93%
- 💰 Finance1.86%
- 🍞 Consumer Non Durables1.82%
- 🧬 Health Technology1.26%
- 🪙 Cryptocurrencies1.05%
- 🛠️ Producer Manufacturing0.68%
- 🏭 Industrial Services0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE26.92%
- 🇺🇸 Nasdaq22.5%
- 🇺🇸 NYSE20.14%
- 🇩🇪 FRA10.51%
- 🌍 CFD8.79%
- 🌍 Digital Currency1.05%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇳🇴 Oslo Stock Exchange0.68%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇦🇺 Sydney0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.42%
- 🇩🇪 Germany10.51%
- 🇨🇳 China1.29%
- 🇮🇱 Israel0.86%
- 🇦🇺 Australia0.74%
- 🇳🇱 Netherlands0.73%
- 🇳🇴 Norway0.68%
- 🇸🇬 Singapore0.42%
- 🇰🇾 Cayman Islands0.24%
- 🇮🇪 Ireland0.22%
- 🇺🇾 Uruguay0.17%
- 🇹🇼 Taiwan0.15%
- 🇨🇭 Switzerland0.1%
Dividends
Dividend Yield
1.2%
11 out of 24 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (12.36%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.9/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
14.03
14.03
-2
0
2
15
15
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.79
0.79
0
1
2
3
3
Jensen's Alpha
14.03
14.03
-2
0
2
15
15
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
2.2
2.2
0
0.75
1.25
3
3
Information Ratio
0.16
0.16
0
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
34.41
High:
AMD
76.4AMDLow:
UEC
-84.59UECDetails
PEG Ratio
101.88
High:
MSCI
318MSCILow:
NIO
-132.09NIODetails
Price/Book
13.94
High:
NVDA
28.28NVDALow:MSCI
-15.86MSCIDetails
Price/Sales
11.68
High:UEC
141.46UECLow:
0390.HK
0.10390.HKDetails
Price/CF
33.78
High:AMD
45.99AMDLow:
MBG.DE
2.47MBG.DEDetails
Price/FCF
50.28
High:
MAIN
664.56MAINLow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
34.41
High:AMD
76.4AMDLow:UEC
-84.59UECDetails
PEG Ratio
101.88
High:MSCI
318MSCILow:NIO
-132.09NIODetails
Price/Book
13.94
High:NVDA
28.28NVDALow:MSCI
-15.86MSCIDetails
Price/Sales
11.68
High:UEC
141.46UECLow:0390.HK
0.10390.HKDetails
Price/CF
33.78
High:AMD
45.99AMDLow:MBG.DE
2.47MBG.DEDetails
Price/FCF
50.28
High:MAIN
664.56MAINLow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.78% | Sep 2023 | - | 31 |
-51.99% | Dec 2021 | Jan 2023 | 13 |
-24.84% | Feb 2023 | Apr 2023 | 2 |