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-4.7%
This Month
-0.66%
Year To Date
+32.76%
2 Years
+36.27%
5 Years
-73.48%
10 Years
-14.72%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading79.66%
- 🖥️ Technology Services20.34%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.15%
- 🇬🇧 LSE21.46%
- 🇳🇱 Euronext Amsterdam18.42%
- 🇺🇸 Nasdaq17.95%
- 🇫🇷 Euronext Paris3.28%
- 🇮🇹 Borsa Italiana1.62%
- 🇩🇪 FRA0.8%
- 🇩🇪 Xetra ETFs0.14%
- 🇦🇺 Sydney0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.05%
- 🇬🇧 United Kingdom21.93%
- 🇳🇱 Netherlands18.42%
- 🇫🇷 France3.28%
- 🇧🇲 Bermuda2.64%
- 🇨🇦 Canada1.89%
- 🇮🇹 Italy1.62%
- 🇩🇪 Germany0.98%
- 🇰🇷 South Korea0.77%
- 🇱🇺 Luxembourg0.72%
- 🇯🇵 Japan0.55%
- 🇧🇷 Brazil0.47%
- 🇮🇱 Israel0.45%
- 🇿🇦 South Africa0.4%
- 🇦🇺 Australia0.36%
- 🇸🇬 Singapore0.24%
- 🇨🇳 China0.21%
- 🇷🇺 Russia0.18%
- 🇰🇾 Cayman Islands0.12%
- 🇬🇷 Greece0.1%
- 🇨🇾 Cyprus0.06%
- 🇨🇱 Chile0.05%
Dividends
Dividend Yield
3.21%
6 out of 7 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: MCGINTYE (5.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MCGINTYE | 0.95% | 5.24% | - |
 KeshavLohiya | 0.79% | 4.02% | - |
 WKL.NV | 0.65% | 3.71% | $2.08 |
 lukasko81 | 0.41% | 2.44% | - |
 Danielovic135 | 0.28% | 1.73% | - |
 triangulacapital | 0.14% | 1.52% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-15.97
-15.97
-16
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.97
-0.97
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.29
-0.29
-1
1
2
3
3
Jensen's Alpha
-15.97
-15.97
-16
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.97
-0.97
-1
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
11.84
High:WKL.NV
11.86WKL.NVLow:
DUOL
11.41DUOLDetails
PEG Ratio
40.32
High:WKL.NV
46.22WKL.NVLow:DUOL
3.33DUOLDetails
Price/Book
16.23
High:WKL.NV
19.2WKL.NVLow:DUOL
3.33DUOLDetails
Price/Sales
2.55
High:DUOL
4.62DUOLLow:WKL.NV
2.5WKL.NVDetails
Price/CF
12.19
High:DUOL
22.54DUOLLow:WKL.NV
11.97WKL.NVDetails
Price/FCF
28.85
High:WKL.NV
29.11WKL.NVLow:DUOL
23.64DUOLDetails
P/E Ratio
11.84
High:WKL.NV
11.86WKL.NVLow:DUOL
11.41DUOLDetails
PEG Ratio
40.32
High:WKL.NV
46.22WKL.NVLow:DUOL
3.33DUOLDetails
Price/Book
16.23
High:WKL.NV
19.2WKL.NVLow:DUOL
3.33DUOLDetails
Price/Sales
2.55
High:DUOL
4.62DUOLLow:WKL.NV
2.5WKL.NVDetails
Price/CF
12.19
High:DUOL
22.54DUOLLow:WKL.NV
11.97WKL.NVDetails
Price/FCF
28.85
High:WKL.NV
29.11WKL.NVLow:DUOL
23.64DUOLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.43% | Jan 2018 | - | 99 |