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+3.07%
This Month
+3.07%
Year To Date
+39.79%
2 Years
+40.31%
5 Years
+40.31%
10 Years
+16.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading74.3%
- 🪙 Cryptocurrencies12.65%
- 📊 ETFs10.45%
- 🛍️ Retail Trade2.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE27.35%
- 🌍 Digital Currency19.84%
- 🇬🇧 LSE19.59%
- 🇺🇸 Nasdaq15.34%
- 🇩🇪 Xetra ETFs13.09%
- 🇭🇰 Hong Kong Exchanges0.9%
- 🇫🇷 Euronext Paris0.72%
- 🇨🇭 SIX0.25%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇳🇱 Euronext Amsterdam0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.97%
- 🇨🇦 Canada3.44%
- 🇨🇳 China1.82%
- 🇫🇷 France0.72%
- 🇸🇬 Singapore0.68%
- 🇹🇼 Taiwan0.59%
- 🇯🇵 Japan0.35%
- 🇨🇭 Switzerland0.25%
- 🇪🇸 Spain0.11%
- 🇬🇧 United Kingdom0.11%
- 🇮🇪 Ireland0.11%
- 🇳🇱 Netherlands0.1%
- 🇦🇺 Australia0.1%
Dividends
Dividend Yield
0.19%
4 out of 14 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (0.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 0.1% | 0.61% | - |
 InTheGame | 0.04% | 0.28% | - |
 BitcoinWorldWide | 0.04% | 0.53% | - |
 MUSA | 0.01% | 0.5% | $1.66 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-17.68
-17.68
-18
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
2.01
2.01
0
0.8
1.2
0
3
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
-17.68
-17.68
-18
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.2
High:MUSA
18.2MUSALow:MUSA
18.2MUSADetails
PEG Ratio
N/A
Details
Price/Book
14.81
High:MUSA
14.81MUSALow:MUSA
14.81MUSADetails
Price/Sales
0.43
High:MUSA
0.43MUSALow:MUSA
0.43MUSADetails
Price/CF
9.14
High:MUSA
9.14MUSALow:MUSA
9.14MUSADetails
Price/FCF
22.78
High:MUSA
22.78MUSALow:MUSA
22.78MUSADetails
P/E Ratio
18.2
High:MUSA
18.2MUSALow:MUSA
18.2MUSADetails
PEG Ratio
N/A
Details
Price/Book
14.81
High:MUSA
14.81MUSALow:MUSA
14.81MUSADetails
Price/Sales
0.43
High:MUSA
0.43MUSALow:MUSA
0.43MUSADetails
Price/CF
9.14
High:MUSA
9.14MUSALow:MUSA
9.14MUSADetails
Price/FCF
22.78
High:MUSA
22.78MUSALow:MUSA
22.78MUSADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.52% | Dec 2024 | - | 14 |
-11.1% | Jun 2024 | Nov 2024 | 5 |
-7.72% | Apr 2024 | May 2024 | 1 |