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-2.89%
This Month
-2.15%
Year To Date
+23.56%
2 Years
+73%
5 Years
+73%
10 Years
+16.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading57.22%
- 💵 Cash35.29%
- 🛍️ Retail Trade5.8%
- 🧪 Process Industries1.83%
- 💰 Finance0.01%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.95%
- 🇺🇸 Nasdaq12.88%
- 🇬🇧 LSE6.42%
- 🇫🇷 Euronext Paris2.44%
- 🇩🇪 FRA1.38%
- 🇳🇱 Euronext Amsterdam0.75%
- 🇮🇹 Borsa Italiana0.71%
- 🇦🇪 Dubai Financial Market0.65%
- 🇩🇪 Xetra ETFs0.49%
- 🇳🇴 Oslo Stock Exchange0.45%
- 🇨🇭 SIX0.43%
- 🌍 Digital Currency0.32%
- 🌍 Commodity0.27%
- 🇩🇰 Copenhagen Stock Exchange0.21%
- 🇺🇸 Chicago Board Options Exchange0.2%
- 🇫🇮 Helsinki Stock Exchange0.1%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇸🇪 Stockholm Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.65%
- 🇬🇧 United Kingdom9.01%
- 🇫🇷 France2.14%
- 🇩🇪 Germany1.38%
- 🇳🇱 Netherlands1.05%
- 🇮🇹 Italy0.71%
- 🇨🇭 Switzerland0.65%
- 🇳🇴 Norway0.45%
- 🇹🇼 Taiwan0.44%
- 🇮🇪 Ireland0.3%
- 🇩🇰 Denmark0.26%
- 🇰🇾 Cayman Islands0.11%
- 🇨🇳 China0.11%
- 🇫🇮 Finland0.1%
- 🇭🇰 Hong Kong0.09%
- 🇪🇸 Spain0.04%
- 🇱🇺 Luxembourg0.04%
- 🇨🇦 Canada0.04%
- 🇺🇾 Uruguay0.03%
- 🇮🇱 Israel0.02%
- 🇰🇷 South Korea0.01%
- 🇧🇷 Brazil0.01%
- 🇸🇪 Sweden0.01%
Dividends
Dividend Yield
0.78%
10 out of 11 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: AmitKup (2.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.22% | 2.01% | - |
 thomaspj | 0.2% | 1.73% | - |
 rubymza | 0.09% | 0.75% | - |
 Jenelleb123 | 0.08% | 0.87% | - |
 AmitKup | 0.08% | 2.73% | - |
 CPHequities | 0.07% | 0.79% | - |
 CCK | 0.02% | 1.02% | $0.98 |
 jaynemesis | 0.01% | 0.78% | - |
 SCCO | 0% | -1.61% | $-3.76 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.6/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
6.22
6.22
-2
0
2
7
7
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.32
1.32
0
1
2
3
3
Jensen's Alpha
6.22
6.22
-2
0
2
7
7
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.78
0.78
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.26
High:SCCO
39.79SCCOLow:ITUB
11.69ITUBDetails
PEG Ratio
22.77
High:ITUB
168.1ITUBLow:CCK
22.08CCKDetails
Price/Book
-33.73
High:SCCO
15.47SCCOLow:
AZO
-21.11AZODetails
Price/Sales
2.85
High:SCCO
13.02SCCOLow:CCK
1.03CCKDetails
Price/CF
18.56
High:SCCO
25.31SCCOLow:ITUB
3.92ITUBDetails
Price/FCF
31.84
High:SCCO
127.7SCCOLow:ITUB
6.27ITUBDetails
P/E Ratio
25.26
High:SCCO
39.79SCCOLow:ITUB
11.69ITUBDetails
PEG Ratio
22.77
High:ITUB
168.1ITUBLow:CCK
22.08CCKDetails
Price/Book
-33.73
High:SCCO
15.47SCCOLow:AZO
-21.11AZODetails
Price/Sales
2.85
High:SCCO
13.02SCCOLow:CCK
1.03CCKDetails
Price/CF
18.56
High:SCCO
25.31SCCOLow:ITUB
3.92ITUBDetails
Price/FCF
31.84
High:SCCO
127.7SCCOLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.79% | Jul 2023 | Dec 2023 | 5 |
-7.74% | Apr 2023 | May 2023 | 1 |
-4.75% | Feb 2025 | May 2025 | 3 |
-2.9% | Feb 2026 | - | 2 |
-2.43% | Jun 2022 | Jul 2022 | 1 |
-1.63% | Dec 2024 | Jan 2025 | 1 |
-1.51% | Apr 2024 | May 2024 | 1 |
-1.44% | Jan 2024 | Feb 2024 | 1 |
-1.37% | Oct 2024 | Nov 2024 | 1 |
-0.98% | Jul 2024 | Sep 2024 | 2 |
-0.56% | Jun 2025 | Jul 2025 | 1 |