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+0.09%
Today
+0.09%
This Month
-3.08%
Year To Date
+21.83%
2 Years
+51.43%
5 Years
+11.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash58.76%
- 👥 Copy Trading41.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE10.86%
- 🇺🇸 Nasdaq7%
- 🇩🇪 FRA2.45%
- 🇫🇷 Euronext Paris1.41%
- 🌍 Digital Currency1.27%
- 🇨🇭 SIX0.75%
- 🇩🇪 Xetra ETFs0.73%
- 🇬🇧 LSE0.47%
- 🇭🇰 Hong Kong Exchanges0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇦🇺 Sydney0.11%
- 🇳🇴 Oslo Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.09%
- 🇩🇪 Germany2.45%
- 🇨🇳 China1.64%
- 🇫🇷 France0.88%
- 🇨🇭 Switzerland0.74%
- 🇳🇱 Netherlands0.53%
- 🇬🇧 United Kingdom0.47%
- 🇯🇵 Japan0.46%
- 🇨🇦 Canada0.15%
- 🇩🇰 Denmark0.14%
- 🇧🇪 Belgium0.11%
- 🇦🇺 Australia0.11%
- 🇨🇾 Cyprus0.1%
- 🇰🇾 Cayman Islands0.07%
- 🇮🇱 Israel0.06%
- 🇳🇴 Norway0.05%
- 🇦🇹 Austria0.01%
Dividends
Dividend Yield
0.29%
7 out of 8 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: Kingsley09 (1.87%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Kingsley09 | 0.1% | 1.87% | - |
 Pfcnils | 0.06% | 1.2% | - |
 NOFX1994 | 0.05% | 1.05% | - |
 kutlakjiri | 0.03% | 0.6% | - |
 helenahappy | 0.02% | 0.31% | - |
 DavinB | 0.02% | 0.3% | - |
 Gslide | 0.01% | 0.29% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 S32.ASX (Gslide) | Pay Day | Apr 3 | $0.03 |
 JD.US (NOFX1994) | Ex-Dividend | Apr 8 | $1.00 |
 AIR.PA (DavinB) | Ex-Dividend | Apr 22 | $1.04 |
AIR.PA (DavinB) | Pay Day | Apr 24 | $1.04 |
 BAYN.DE (DavinB) | Ex-Dividend | Apr 28 | $0.12 |
JD.US (NOFX1994) | Pay Day | Apr 29 | $1.00 |
BAYN.DE (DavinB) | Pay Day | Apr 30 | $0.12 |
 MINT (NOFX1994) | Pay Day | May 6 | $- |
 SAP.DE (Pfcnils) | Ex-Dividend | May 14 | $2.35 |
 MSFT (Pfcnils) | Ex-Dividend | May 15 | $0.83 |
SAP.DE (Pfcnils) | Pay Day | May 16 | $2.35 |
 0700.HK (NOFX1994) | Ex-Dividend | May 16 | $0.58 |
 SAF.PA (DavinB) | Ex-Dividend | May 27 | $3.04 |
0700.HK (NOFX1994) | Pay Day | May 30 | $0.58 |
SAF.PA (DavinB) | Pay Day | Jun 2 | $3.04 |
MSFT (Pfcnils) | Pay Day | Jun 12 | $0.83 |
 EEM (Pfcnils) | Pay Day | Jun 17 | $- |
 TTE.PA (helenahappy) | Ex-Dividend | Jun 19 | $0.88 |
 XLP (NOFX1994) | Pay Day | Jun 26 | $- |
TTE.PA (helenahappy) | Pay Day | Jul 1 | $0.88 |
 SQQQ (NOFX1994) | Pay Day | Jul 3 | $- |
 TAN (NOFX1994) | Pay Day | Dec 27 | $- |
Performance Metrics
Score 7/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
3.71
3.71
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.92
0.92
0
0.5
1
1.5
1.5
Sortino Ratio
1.79
1.79
0
1
2
3
3
Jensen's Alpha
3.71
3.71
-2
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.93
0.93
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.31% | Nov 2021 | Jun 2023 | 19 |
-8.6% | Aug 2023 | Dec 2023 | 4 |
-5.21% | Aug 2018 | Mar 2019 | 7 |
-4.43% | Dec 2024 | - | 5 |
-4.03% | Feb 2020 | Apr 2020 | 2 |
-3.82% | Apr 2024 | Jun 2024 | 2 |
-3.05% | Jul 2019 | Oct 2019 | 3 |
-3.03% | Jul 2024 | Nov 2024 | 4 |
-2.98% | May 2021 | Oct 2021 | 5 |
-2.33% | Feb 2018 | Apr 2018 | 2 |
-2.22% | Oct 2016 | Jan 2017 | 3 |
-1.37% | May 2019 | Jun 2019 | 1 |
-1.13% | Sep 2020 | Nov 2020 | 2 |
-0.92% | Jun 2018 | Jul 2018 | 1 |
-0.26% | Jun 2017 | Jul 2017 | 1 |