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+0.26%
This Month
+10.74%
Year To Date
+34.25%
2 Years
+15.26%
5 Years
+47.41%
10 Years
+6.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.1%
- 🧩 Miscellaneous18.22%
- 👥 Copy Trading17.18%
- 💻 Electronic Technology8.69%
- 🪙 Cryptocurrencies5.77%
- 🖥️ Technology Services5.06%
- 💰 Finance4.26%
- ⛏️ Energy Minerals2.67%
- 🛠️ Producer Manufacturing2.05%
- 💇♀️ Consumer Services1.91%
- 🍞 Consumer Non Durables1.76%
- 🚗 Consumer Durables1.62%
- 🚚 Transportation1.59%
- 💼 Commercial Services1.14%
- 🛍️ Retail Trade1.12%
- 🪨 Non Energy Minerals0.83%
- 🧪 Process Industries0.67%
- 🧬 Health Technology0.46%
- ⚡ Utilities0.46%
- 📡 Communications0.33%
- ❓ Other0.09%
- 🏥 Health Services0.03%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.15%
- 🇺🇸 Nasdaq30.11%
- 🇬🇧 LSE11.07%
- 🌍 Digital Currency5.77%
- 🇩🇪 Xetra ETFs3.09%
- 🇩🇪 FRA2.78%
- 🇫🇷 Euronext Paris1.88%
- 🇨🇭 SIX1.31%
- 🇮🇹 Borsa Italiana1.19%
- 🇭🇰 Hong Kong Exchanges0.8%
- 🇩🇰 Copenhagen Stock Exchange0.61%
- 🌍 Commodity0.53%
- Tokyo Stock Exchange0.5%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇪🇸 Bolsa De Madrid0.43%
- 🇸🇪 Stockholm Stock Exchange0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.18%
- 🇬🇧 United Kingdom3.06%
- 🇩🇪 Germany2.88%
- 🇨🇭 Switzerland1.95%
- 🇨🇳 China1.27%
- 🇫🇷 France1.22%
- 🇮🇹 Italy1.19%
- 🇳🇱 Netherlands1.12%
- 🇨🇦 Canada1.08%
- 🇮🇪 Ireland0.71%
- 🇫🇮 Finland0.66%
- 🇩🇰 Denmark0.61%
- 🇸🇪 Sweden0.46%
- 🇺🇾 Uruguay0.44%
- 🇪🇸 Spain0.43%
- 🇰🇷 South Korea0.4%
- 🇮🇱 Israel0.31%
- 🇹🇼 Taiwan0.21%
- 🇭🇰 Hong Kong0.08%
Dividends
Dividend Yield
0.86%
46 out of 100 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.52%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AGNC | 0.19% | 13.52% | $1.44 |
 jaynemesis | 0.13% | 0.78% | - |
 SPY | 0.09% | 0.96% | - |
 BP.L | 0.05% | 4.61% | $0.23 |
 XOM | 0.04% | 2.56% | $3.76 |
 KO | 0.03% | 2.36% | $1.89 |
 RNO.PA | 0.02% | 7.55% | $1.85 |
 GS | 0.02% | 1.64% | $11 |
 MBG.DE | 0.02% | 7.37% | $5.3 |
 T.US | 0.01% | 4.32% | $1.11 |
 WFC | 0.01% | 2% | $1.4 |
 EVK.DE | 0.01% | 5.38% | $1.17 |
 PFE | 0.01% | 6.05% | $1.66 |
 DHL.DE | 0.01% | 3.47% | $1.85 |
 BAS.DE | 0.01% | 4.22% | $3.4 |
 UPS | 0.01% | 6.41% | $6.5 |
 F | 0.01% | 4.1% | $0.78 |
 NEE | 0.01% | 2.85% | $1.97 |
 LHA.DE | 0.01% | 4.22% | $0.3 |
 IIPR | 0.01% | 13.29% | $7.34 |
 AIR.PA | 0.01% | 1.61% | $1.8 |
 GRMN | 0.01% | 1.52% | $3.71 |
 DBO | 0.01% | 1.85% | - |
 VOW3.DE | 0.01% | 6.43% | $9.06 |
 GRG.L | 0.01% | 3.69% | $0.6 |
 LOW | 0.01% | 2.37% | $4.45 |
 NOK | 0.01% | 1.2% | $0.1 |
 PSN.L | 0.01% | 5.25% | $0.6 |
 NDA.DE | 0.01% | 0.92% | $1.4 |
 FDX | 0.01% | 1.73% | $5.16 |
 CNK | 0.01% | 1% | - |
 LRCX | 0.01% | 0.34% | $8 |
 CCL | 0.01% | 1.91% | - |
 NVDA | 0% | 0.12% | $0.02 |
 MSFT | 0% | 0.73% | $3 |
 LOGN.ZU | 0% | 1.65% | $1.06 |
 JD.US | 0% | 3.47% | $0.74 |
 DIS | 0% | 1.42% | $0.75 |
 0700.HK | 0% | 1.2% | $3.4 |
 AAPL | 0% | 0.33% | $0.97 |
 META | 0% | 0.34% | $1 |
 IMEU.L | 0% | 0.02% | - |
 PYPL | 0% | 0.76% | - |
 BOSS.DE | 0% | 0.1% | $1.35 |
 0968.HK | 0% | 0.48% | $0.23 |
 SCCO | 0% | -1.82% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-9
-9
-9
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-9
-9
-9
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.57
-0.57
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.73
High:
TSLA
372.52TSLALow:
NET
-1,080.95NETDetails
PEG Ratio
116.02
High:NOK
838.67NOKLow:
MRNA
-127.02MRNADetails
Price/Book
12.83
High:
OTLY
87.06OTLYLow:
WIX
-26.95WIXDetails
Price/Sales
9.25
High:
HTT
74.62HTTLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
26.01
High:PSN.L
153.98PSN.LLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
37.1
High:NEE
2,356.18NEELow:GS
2.44GSDetails
P/E Ratio
32.73
High:TSLA
372.52TSLALow:NET
-1,080.95NETDetails
PEG Ratio
116.02
High:NOK
838.67NOKLow:MRNA
-127.02MRNADetails
Price/Book
12.83
High:OTLY
87.06OTLYLow:WIX
-26.95WIXDetails
Price/Sales
9.25
High:HTT
74.62HTTLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
26.01
High:PSN.L
153.98PSN.LLow:LHA.DE
2.14LHA.DEDetails
Price/FCF
37.1
High:NEE
2,356.18NEELow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.45% | Sep 2021 | Sep 2025 | 48 |
-10.36% | Sep 2020 | Nov 2020 | 2 |
-9.49% | Nov 2025 | May 2026 | 6 |
-5.88% | Mar 2021 | Aug 2021 | 5 |
-2.83% | Jun 2026 | Aug 2026 | 2 |