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-0.77%
This Month
-10.17%
Year To Date
+5.17%
2 Years
-33.75%
5 Years
+48.84%
10 Years
+7.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.51%
- 🖥️ Technology Services30.22%
- 🪙 Cryptocurrencies22.19%
- 📊 ETFs4.3%
- 🚗 Consumer Durables2.36%
- 💰 Finance1.45%
- 💇♀️ Consumer Services1.3%
- 🛠️ Producer Manufacturing0.4%
- 💵 Cash0.18%
- 💻 Electronic Technology0.06%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.79%
- 🇺🇸 NYSE26.05%
- 🌍 Digital Currency22.19%
- 🇬🇧 LSE1.28%
- 🇸🇪 Stockholm Stock Exchange0.7%
- 🇨🇭 SIX0.42%
- 🇧🇪 Euronext Brussels0.4%
- 🇫🇷 Euronext Paris0.37%
- 🇳🇱 Euronext Amsterdam0.35%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.44%
- 🇨🇳 China5.35%
- 🇬🇧 United Kingdom1.63%
- 🇹🇼 Taiwan1.12%
- 🇳🇱 Netherlands1.09%
- 🇸🇪 Sweden0.7%
- 🇨🇦 Canada0.54%
- 🇨🇭 Switzerland0.42%
- 🇧🇪 Belgium0.4%
- 🇫🇷 France0.37%
Dividends
Dividend Yield
0.59%
7 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: Private-Equity (3.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Private-Equity | 0.34% | 3.05% | - |
 AI-Revolution | 0.1% | 0.39% | - |
 META | 0.08% | 0.32% | $1 |
 LDOS | 0.04% | 0.94% | $1.5 |
 EDU | 0.01% | 1.08% | - |
 KKR | 0.01% | 0.79% | $0.67 |
 GEV | 0% | -0.18% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.3/10
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-4.31
-4.31
-5
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
2.13
2.13
0
0.8
1.2
0
3
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
-4.31
-4.31
-5
0
2
4.5
4.5
Omega Ratio
1.15
1.15
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
0.15
0.15
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.48
High:GEV
47.29GEVLow:
NIO
-3.33NIODetails
PEG Ratio
754.1
High:EDU
5,631.36EDULow:NIO
-132.09NIODetails
Price/Book
7.74
High:NIO
21.07NIOLow:
BNGO
0.22BNGODetails
Price/Sales
8.33
High:META
8.52METALow:BNGO
0.21BNGODetails
Price/CF
14.62
High:GEV
35.91GEVLow:EDU
8.93EDUDetails
Price/FCF
40.77
High:GEV
52.13GEVLow:
ADBE
13.55ADBEDetails
P/E Ratio
28.48
High:GEV
47.29GEVLow:NIO
-3.33NIODetails
PEG Ratio
754.1
High:EDU
5,631.36EDULow:NIO
-132.09NIODetails
Price/Book
7.74
High:NIO
21.07NIOLow:BNGO
0.22BNGODetails
Price/Sales
8.33
High:META
8.52METALow:BNGO
0.21BNGODetails
Price/CF
14.62
High:GEV
35.91GEVLow:EDU
8.93EDUDetails
Price/FCF
40.77
High:GEV
52.13GEVLow:ADBE
13.55ADBEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-76.55% | Sep 2021 | - | 55 |
-26.76% | May 2021 | Aug 2021 | 3 |