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+2.75%
This Month
+2.75%
Year To Date
+17.45%
2 Years
+5.64%
5 Years
+26.65%
10 Years
+4.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.06%
- 👥 Copy Trading17.85%
- 🪙 Cryptocurrencies11.05%
- 💻 Electronic Technology9.34%
- 🚗 Consumer Durables6.21%
- 💰 Finance6.18%
- 🧬 Health Technology5.05%
- 💵 Cash4.8%
- 📊 ETFs4.31%
- 🪨 Non Energy Minerals2.79%
- 🧪 Process Industries1.84%
- ⛏️ Energy Minerals1.77%
- 📡 Communications1.56%
- 🏭 Industrial Services1%
- 🏥 Health Services0.9%
- 🚚 Transportation0.85%
- ⚡ Utilities0.59%
- 🛠️ Producer Manufacturing0.58%
- 🛍️ Retail Trade0.58%
- 💇♀️ Consumer Services0.5%
- 🍞 Consumer Non Durables0.24%
- 💼 Commercial Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.45%
- 🇺🇸 NYSE24.29%
- 🇩🇪 FRA14.04%
- 🌍 Digital Currency11.11%
- 🇩🇰 Copenhagen Stock Exchange4.81%
- 🇭🇰 Hong Kong Exchanges1.69%
- 🇸🇪 Stockholm Stock Exchange1.31%
- 🇨🇭 SIX0.97%
- 🇫🇷 Euronext Paris0.91%
- 🇮🇹 Borsa Italiana0.87%
- 🇬🇧 LSE0.81%
- 🇪🇸 Bolsa De Madrid0.54%
- 🇳🇱 Euronext Amsterdam0.22%
- 🌍 CFD0.1%
- 🇩🇪 Xetra ETFs0.06%
- Regular Trading Hours - RTH0.05%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.26%
- 🇩🇪 Germany14.97%
- 🇩🇰 Denmark4.83%
- 🇨🇳 China2.59%
- 🇨🇭 Switzerland1.56%
- 🇨🇦 Canada1.39%
- 🇸🇪 Sweden1.31%
- 🇮🇪 Ireland1.12%
- 🇱🇺 Luxembourg1.09%
- 🇫🇷 France0.91%
- 🇬🇧 United Kingdom0.91%
- 🇮🇹 Italy0.68%
- 🇪🇸 Spain0.54%
- 🇳🇱 Netherlands0.45%
- 🇺🇾 Uruguay0.39%
- 🇮🇱 Israel0.26%
- 🇸🇬 Singapore0.06%
- 🇯🇵 Japan0.05%
- 🇰🇷 South Korea0.03%
- 🇭🇰 Hong Kong0.02%
- 🇧🇷 Brazil0.01%
- 🇳🇴 Norway0.01%
- 🇧🇲 Bermuda0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.29%
77 out of 136 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VNA.DE | 0.24% | 5.1% | $0.9 |
 VOW3.DE | 0.21% | 6.49% | $9.06 |
 NOVO-B.CO | 0.14% | 3.06% | $9.4 |
 jaynemesis | 0.11% | 0.7% | - |
 DTE.DE | 0.05% | 3.81% | $0.77 |
 BMW.DE | 0.04% | 4.98% | $6 |
 MBG.DE | 0.04% | 7.5% | $5.3 |
 RNO.PA | 0.04% | 6.76% | $1.85 |
 CVX | 0.03% | 4.13% | $6.28 |
 LMT | 0.03% | 2.32% | $12.45 |
 EVO.ST | 0.03% | 5.21% | $31.03 |
 HEN3.DE | 0.02% | 2.85% | $1.85 |
 BXP | 0.02% | 5.12% | $3.92 |
 FRE.DE | 0.02% | 2.13% | - |
 RTX | 0.02% | 1.36% | $2.44 |
 ORCL | 0.02% | 1.12% | $1.6 |
 STLAM.MI | 0.02% | 8.45% | $1.55 |
 BAS.DE | 0.02% | 5.07% | $3.4 |
 XOM | 0.02% | 3.05% | $3.76 |
 CVE | 0.01% | 3.17% | $0.44 |
 rubymza | 0.01% | 0.73% | - |
 ESRT | 0.01% | 2.2% | $0.14 |
 SBUX | 0.01% | 2.64% | $2.24 |
 PAH3.DE | 0.01% | 5.34% | $2.56 |
 SIE.DE | 0.01% | 2.12% | $4.7 |
 T | 0.01% | 4.77% | $1.11 |
 AAPL | 0.01% | 0.42% | $0.97 |
 NEM | 0.01% | 0.83% | $1.3 |
 AMT | 0.01% | 3.83% | $6.56 |
 B | 0.01% | 1.05% | $0.4 |
 SAP | 0.01% | 0.84% | $1.73 |
 GRMN | 0.01% | 1.79% | $3.71 |
 HSY | 0.01% | 2.76% | $5.12 |
 BA.L | 0% | 1.67% | $0.3 |
 PCG | 0% | 0.82% | $0.03 |
 AA | 0% | 0.64% | $0.4 |
 0700.HK | 0% | 0.75% | $3.4 |
 BABA | 0% | 0.62% | $0.98 |
 TimothyAssi | 0% | 0.53% | - |
 SAABB.ST | 0% | 0.28% | $1.6 |
 GM | 0% | 0.73% | $0.42 |
 IBE.MC | 0% | 2.93% | $0.45 |
 HST | 0% | 4.41% | $0.78 |
 EME | 0% | 0.17% | $0.79 |
 GOOGL | 0% | 0.26% | $0.2 |
 VALE | 0% | 8.49% | $1.33 |
 UBSG.ZU | 0% | 2.01% | $0.64 |
 TRIG.L | 0% | 10.95% | $0.07 |
 BAYN.DE | 0% | 0.26% | $0.11 |
 00257.HK | 0% | 4.96% | $0.22 |
 WY | 0% | 3.14% | $0.78 |
 PYPL | 0% | 0.25% | - |
 GS | 0% | 1.65% | $11 |
 EQT | 0% | 1.22% | $0.62 |
 LDOS | 0% | 0.86% | $1.5 |
 BLK | 0% | 1.93% | $20.2 |
 NTDOY | 0% | 0.86% | $0.24 |
 AGRO | 0% | 4.07% | $0.33 |
 MSFT | 0% | 0.77% | $3 |
 RHM.DE | 0% | 0.43% | $5.7 |
 NHY.OL | 0% | 2.67% | $2.5 |
 JPM | 0% | 1.92% | $4.4 |
 CDI.PA | 0% | 2.51% | $13 |
 BIP | 0% | 5.02% | $0.41 |
 FCX | 0% | 0.99% | $0.6 |
 SMSN.L | 0% | 0.85% | $23.68 |
 NOC | 0% | 1.38% | $7.67 |
 META | 0% | 0.35% | $1 |
 HAS | 0% | 3.35% | $2.8 |
 NDA.DE | 0% | 1.05% | $1.4 |
 ASML | 0% | 0.47% | $5.57 |
 NVTKL.L | 0% | 109.46% | - |
 MC.PA | 0% | 2.25% | $13 |
 SONY | 0% | 0.44% | $0.49 |
 KER.PA | 0% | 1.93% | $14 |
 TER | 0% | 0.22% | $0.46 |
 SCCO | 0% | -1.63% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.8/10
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-10.39
-10.39
-11
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.08
1.08
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-10.39
-10.39
-11
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.9
High:
INTC
4,581.13INTCLow:
03690.HK
-257.5403690.HKDetails
PEG Ratio
106.53
High:INTC
4,563.91INTCLow:BAYN.DE
-274.79BAYN.DEDetails
Price/Book
5.73
High:AAPL
49.43AAPLLow:SBUX
-13.15SBUXDetails
Price/Sales
3.95
High:
MSTR
106.4MSTRLow:
CNC
0.12CNCDetails
Price/CF
20.26
High:MSTR
7,511.07MSTRLow:GM
2.43GMDetails
Price/FCF
44.72
High:RHM.DE
5,198.92RHM.DELow:MBG.DE
4.14MBG.DEDetails
P/E Ratio
25.9
High:INTC
4,581.13INTCLow:03690.HK
-257.5403690.HKDetails
PEG Ratio
106.53
High:INTC
4,563.91INTCLow:BAYN.DE
-274.79BAYN.DEDetails
Price/Book
5.73
High:AAPL
49.43AAPLLow:SBUX
-13.15SBUXDetails
Price/Sales
3.95
High:MSTR
106.4MSTRLow:CNC
0.12CNCDetails
Price/CF
20.26
High:MSTR
7,511.07MSTRLow:GM
2.43GMDetails
Price/FCF
44.72
High:RHM.DE
5,198.92RHM.DELow:MBG.DE
4.14MBG.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.35% | Nov 2021 | - | 51 |
-3.95% | Sep 2021 | Oct 2021 | 1 |
-2.11% | Jul 2021 | Aug 2021 | 1 |
-1.39% | Sep 2020 | Nov 2020 | 2 |