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+0%
Today
-1.03%
This Month
-7.77%
Year To Date
+30.4%
2 Years
+43.17%
5 Years
+2.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📈 Indexes34.57%
- 💇♀️ Consumer Services19.23%
- 👥 Copy Trading17.63%
- 🛍️ Retail Trade13.08%
- 💻 Electronic Technology8.65%
- 🖥️ Technology Services3.83%
- 📊 ETFs3.68%
- 💼 Commercial Services0.54%
Exchanges Breakdown
- Exchange
- Total
- 🌍 CFD34.57%
- 🇺🇸 Nasdaq24.88%
- 🇺🇸 NYSE19.41%
- 🇬🇧 LSE14.9%
- 🇺🇸 Chicago Board Options Exchange3.68%
- 🇩🇪 FRA0.92%
- 🌍 Commodity0.23%
- 🌍 Digital Currency0.2%
- 🇨🇭 SIX0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.74%
- 🇬🇧 United Kingdom15.04%
- 🇸🇬 Singapore12%
- 🇨🇳 China1.08%
- 🇩🇪 Germany0.92%
- 🇹🇼 Taiwan0.78%
- 🇦🇹 Austria0.12%
- 🇨🇦 Canada0.06%
- 🇮🇪 Ireland0.01%
Dividends
Dividend Yield
0.36%
7 out of 14 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $JD.US (3.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 laijianming | 0.2% | 2.66% | - |
 DIS | 0.05% | 1.11% | $0.75 |
 aar0ntw | 0.04% | 0.43% | - |
 JD.US | 0.03% | 3.01% | $0.74 |
 INTC | 0.03% | 2.49% | $0.5 |
 reinhardtcoetzee | 0.02% | 0.97% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BX (reinhardtcoetzee) | Ex-Dividend | Apr 28, 2025 | $0.93 |
 AMT (reinhardtcoetzee) | Pay Day | Apr 28, 2025 | $1.70 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
 COST (reinhardtcoetzee) | Ex-Dividend | May 2, 2025 | $1.30 |
BX (reinhardtcoetzee) | Pay Day | May 5, 2025 | $0.93 |
 MA (reinhardtcoetzee) | Pay Day | May 9, 2025 | $0.76 |
 SCHW (reinhardtcoetzee) | Ex-Dividend | May 9, 2025 | $0.27 |
 NUE (laijianming) | Pay Day | May 12, 2025 | $0.55 |
 MSFT (reinhardtcoetzee) | Ex-Dividend | May 15, 2025 | $0.83 |
 ACN (reinhardtcoetzee) | Pay Day | May 15, 2025 | $1.48 |
 ABBV (reinhardtcoetzee) | Pay Day | May 15, 2025 | $1.64 |
MSFT (aar0ntw) | Ex-Dividend | May 15, 2025 | $0.83 |
 SBUX (reinhardtcoetzee) | Ex-Dividend | May 16, 2025 | $0.61 |
COST (reinhardtcoetzee) | Pay Day | May 16, 2025 | $1.30 |
 CAT (aar0ntw) | Pay Day | May 20, 2025 | $1.41 |
SCHW (reinhardtcoetzee) | Pay Day | May 23, 2025 | $0.27 |
SBUX (reinhardtcoetzee) | Pay Day | May 30, 2025 | $0.61 |
 GOOG (reinhardtcoetzee) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (aar0ntw) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (reinhardtcoetzee) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (aar0ntw) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (aar0ntw) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG (reinhardtcoetzee) | Pay Day | Jun 16, 2025 | $0.21 |
GOOG (aar0ntw) | Pay Day | Jun 16, 2025 | $0.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (reinhardtcoetzee) | Ex-Dividend | Jun 24, 2025 | $0.50 |
TSM (aar0ntw) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
DIS (reinhardtcoetzee) | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 2.8/10
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-11.03
-11.03
-12
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Beta
1.14
1.14
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.25
0.25
0
1
2
3
3
Jensen's Alpha
-11.03
-11.03
-12
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.05
0.05
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.53
High:
SE
171.21SELow:
PATH
-90.48PATHDetails
PEG Ratio
26.46
High:
PYPL
366.91PYPLLow:PATH
-439.51PATHDetails
Price/Book
15.7
High:
NVDA
34.25NVDALow:
INTC
0.87INTCDetails
Price/Sales
10.27
High:NVDA
21.02NVDALow:
JD.US
0.31JD.USDetails
Price/CF
41.49
High:NVDA
54.98NVDALow:
CCL.L
5.73CCL.LDetails
Price/FCF
53.37
High:NVDA
58.71NVDALow:JD.US
9.2JD.USDetails
P/E Ratio
38.53
High:SE
171.21SELow:PATH
-90.48PATHDetails
PEG Ratio
26.46
High:PYPL
366.91PYPLLow:PATH
-439.51PATHDetails
Price/Book
15.7
High:NVDA
34.25NVDALow:INTC
0.87INTCDetails
Price/Sales
10.27
High:NVDA
21.02NVDALow:JD.US
0.31JD.USDetails
Price/CF
41.49
High:NVDA
54.98NVDALow:CCL.L
5.73CCL.LDetails
Price/FCF
53.37
High:NVDA
58.71NVDALow:JD.US
9.2JD.USDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.71% | Sep 2021 | - | 44 |
-3.2% | Jun 2020 | Aug 2020 | 2 |
-2.58% | Sep 2020 | Nov 2020 | 2 |
-2.32% | Jul 2021 | Aug 2021 | 1 |