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-3.7%
This Month
-7.25%
Year To Date
+31.63%
2 Years
+44.06%
5 Years
+71.96%
10 Years
+10.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading46.88%
- 💵 Cash25.98%
- 💻 Electronic Technology14.36%
- 🖥️ Technology Services4.12%
- 💼 Commercial Services2.11%
- 💇♀️ Consumer Services1.06%
- 🛍️ Retail Trade0.99%
- 🍞 Consumer Non Durables0.81%
- 🪨 Non Energy Minerals0%
- 🪙 Cryptocurrencies0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.92%
- 🇺🇸 Nasdaq14.49%
- 🇬🇧 LSE7.21%
- 🇳🇴 Oslo Stock Exchange2.28%
- 🇫🇷 Euronext Paris2.15%
- 🇨🇭 SIX0.45%
- 🇮🇹 Borsa Italiana0.36%
- 🇪🇸 Bolsa De Madrid0.23%
- 🌍 Digital Currency0.1%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.66%
- 🇬🇧 United Kingdom8.24%
- 🇳🇴 Norway2.28%
- 🇫🇷 France2.26%
- 🇨🇭 Switzerland1.21%
- 🇮🇪 Ireland0.58%
- 🇮🇹 Italy0.36%
- 🇵🇦 Panama0.24%
- 🇪🇸 Spain0.23%
- 🇱🇺 Luxembourg0.16%
- 🇯🇴 Jordan0.14%
- 🇺🇾 Uruguay0.13%
- 🇰🇷 South Korea0.11%
- 🇩🇰 Denmark0.09%
- 🇳🇱 Netherlands0.09%
- 🇮🇱 Israel0.08%
- 🇸🇪 Sweden0.06%
- 🇨🇦 Canada0.04%
- 🇨🇳 China0.02%
Dividends
Dividend Yield
0.77%
8 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $M (4.09%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.58% | 1.66% | - |
 hugomanenti95 | 0.06% | 1.07% | - |
 jaynemesis | 0.05% | 0.77% | - |
 M | 0.04% | 4.09% | $0.68 |
 NKE | 0.02% | 3.02% | $1.45 |
 DIS | 0.02% | 1.51% | $0.75 |
 PYPL | 0.01% | 0.63% | - |
 SCCO | 0% | -2.08% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-3.73
-3.73
-4
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
174.86
High:
PLTR
246.02PLTRLow:
INTC
-563.86INTCDetails
PEG Ratio
-141.14
High:SCCO
115.25SCCOLow:INTC
-574.18INTCDetails
Price/Book
4.35
High:PLTR
50.39PLTRLow:
BLNK
0.68BLNKDetails
Price/Sales
6.64
High:
IONQ
90.53IONQLow:M
0.22MDetails
Price/CF
35.27
High:PLTR
214.31PLTRLow:M
3.85MDetails
Price/FCF
77.3
High:NKE
947.69NKELow:M
6.4MDetails
P/E Ratio
174.86
High:PLTR
246.02PLTRLow:INTC
-563.86INTCDetails
PEG Ratio
-141.14
High:SCCO
115.25SCCOLow:INTC
-574.18INTCDetails
Price/Book
4.35
High:PLTR
50.39PLTRLow:BLNK
0.68BLNKDetails
Price/Sales
6.64
High:IONQ
90.53IONQLow:M
0.22MDetails
Price/CF
35.27
High:PLTR
214.31PLTRLow:M
3.85MDetails
Price/FCF
77.3
High:NKE
947.69NKELow:M
6.4MDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-46.33% | Sep 2020 | Sep 2024 | 48 |
-7.77% | Nov 2025 | - | 5 |
-4.02% | Feb 2025 | Apr 2025 | 2 |
-0.77% | Dec 2024 | Jan 2025 | 1 |