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-4.64%
This Month
-6.3%
Year To Date
+18.69%
2 Years
+52.6%
5 Years
+52.6%
10 Years
+10.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading49.59%
- 🖥️ Technology Services31.7%
- 🍞 Consumer Non Durables8.3%
- 🛠️ Producer Manufacturing6.61%
- 💻 Electronic Technology3.8%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq55.99%
- 🇺🇸 NYSE20.74%
- 🇩🇪 FRA7.52%
- 🇫🇷 Euronext Paris5.96%
- 🇬🇧 LSE5.25%
- 🇮🇹 Borsa Italiana1.15%
- 🇳🇴 Oslo Stock Exchange1.08%
- 🇭🇰 Hong Kong Exchanges0.99%
- 🇳🇱 Euronext Amsterdam0.5%
- 🇸🇪 Stockholm Stock Exchange0.37%
- 🇪🇸 Bolsa De Madrid0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.7%
- 🇩🇪 Germany7.52%
- 🇬🇧 United Kingdom5.83%
- 🇫🇷 France5.68%
- 🇮🇹 Italy1.15%
- 🇳🇴 Norway1.08%
- 🇨🇳 China1.04%
- 🇳🇱 Netherlands0.6%
- 🇰🇷 South Korea0.57%
- 🇮🇱 Israel0.56%
- 🇸🇪 Sweden0.37%
- 🇹🇼 Taiwan0.37%
- 🇨🇭 Switzerland0.35%
- 🇭🇰 Hong Kong0.34%
- 🇪🇸 Spain0.31%
- 🇨🇾 Cyprus0.18%
- 🇵🇷 Puerto Rico0.13%
- 🇮🇪 Ireland0.07%
- 🇯🇵 Japan0.05%
Dividends
Dividend Yield
0.79%
12 out of 16 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.64%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.6/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
0.3
0.3
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
0.3
0.3
-2
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.65
0.65
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.36
0.36
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
32.61
High:
ROK
43.86ROKLow:
U
-21.31UDetails
PEG Ratio
121.7
High:ROK
496.33ROKLow:U
-49.18UDetails
Price/Book
8.28
High:
NVDA
28.28NVDALow:
UBI.PA
0.35UBI.PADetails
Price/Sales
8.85
High:NVDA
20.71NVDALow:UBI.PA
0.28UBI.PADetails
Price/CF
24.78
High:
TTWO
70.92TTWOLow:UBI.PA
1.56UBI.PADetails
Price/FCF
65.14
High:
KO
272.99KOLow:UBI.PA
1.61UBI.PADetails
P/E Ratio
32.61
High:ROK
43.86ROKLow:U
-21.31UDetails
PEG Ratio
121.7
High:ROK
496.33ROKLow:U
-49.18UDetails
Price/Book
8.28
High:NVDA
28.28NVDALow:UBI.PA
0.35UBI.PADetails
Price/Sales
8.85
High:NVDA
20.71NVDALow:UBI.PA
0.28UBI.PADetails
Price/CF
24.78
High:TTWO
70.92TTWOLow:UBI.PA
1.56UBI.PADetails
Price/FCF
65.14
High:KO
272.99KOLow:UBI.PA
1.61UBI.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.16% | Jan 2022 | Jul 2023 | 18 |
-14.84% | Jul 2024 | Jun 2025 | 11 |
-13.91% | Aug 2023 | Dec 2023 | 4 |
-8.09% | Nov 2025 | - | 5 |
-4.82% | Apr 2024 | May 2024 | 1 |