Loading...
-2.27%
This Month
-5.09%
Year To Date
+20.72%
2 Years
+53.8%
5 Years
+53.8%
10 Years
+18.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading79.91%
- 📊 ETFs13.69%
- 🪙 Cryptocurrencies2.91%
- 💻 Electronic Technology1.27%
- 💵 Cash1.07%
- 🏭 Industrial Services0.44%
- 🛍️ Retail Trade0.39%
- 💰 Finance0.27%
- 🖥️ Technology Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.19%
- 🇺🇸 Nasdaq19.39%
- 🌍 Digital Currency7.89%
- 🇬🇧 LSE6.28%
- 🇫🇷 Euronext Paris4.4%
- 🇭🇰 Hong Kong Exchanges2.58%
- 🇳🇴 Oslo Stock Exchange2.01%
- 🇺🇸 Chicago Board Options Exchange1.04%
- Regular Trading Hours - RTH1.03%
- 🇦🇺 Sydney0.91%
- 🌍 FX0.9%
- 🇮🇹 Borsa Italiana0.52%
- 🌍 Commodity0.34%
- 🇩🇪 FRA0.2%
- 🇨🇭 SIX0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.44%
- 🇬🇧 United Kingdom7.88%
- 🇫🇷 France4.4%
- 🇨🇳 China3.3%
- 🇳🇴 Norway2.01%
- 🇦🇺 Australia1.43%
- 🇬🇷 Greece0.96%
- 🇧🇷 Brazil0.73%
- 🇮🇹 Italy0.64%
- 🇩🇪 Germany0.56%
- 🇸🇬 Singapore0.51%
- 🇭🇰 Hong Kong0.32%
- 🇨🇭 Switzerland0.17%
- 🇨🇦 Canada0.15%
- 🇮🇱 Israel0.05%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
1.29%
11 out of 39 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.56% | 5.02% | - |
 thomaspj | 0.35% | 1.8% | - |
 triangulacapital | 0.21% | 1.52% | - |
 AmitKup | 0.12% | 2.78% | - |
 Rayeiris | 0.04% | 1.02% | - |
 steveli1029 | 0.01% | 0.23% | - |
 BANC | 0% | 2.3% | $0.4 |
 SXI | 0% | 0.5% | $1.18 |
 123autobus | 0% | 0.04% | - |
 MU | 0% | 0.11% | $0.46 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.8/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
-2
-2
-3
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
1.95
1.95
0
0.3
0.6
2
2
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.91
0.91
0
0.5
1
1.5
1.5
Sortino Ratio
1.73
1.73
0
1
2
3
3
Jensen's Alpha
-2
-2
-3
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
1.95
1.95
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
31.19
High:
PSTG
112.55PSTGLow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
151.8
High:
STRL.US
330.66STRL.USLow:BANC
12.03BANCDetails
Price/Book
5.81
High:PSTG
14.46PSTGLow:BANC
0.93BANCDetails
Price/Sales
3.51
High:MU
10.78MULow:03690.HK
1.1803690.HKDetails
Price/CF
17.08
High:03690.HK
64.3903690.HKLow:ITUB
3.92ITUBDetails
Price/FCF
191.87
High:03690.HK
387.8103690.HKLow:ITUB
6.27ITUBDetails
P/E Ratio
31.19
High:PSTG
112.55PSTGLow:03690.HK
-199.4203690.HKDetails
PEG Ratio
151.8
High:STRL.US
330.66STRL.USLow:BANC
12.03BANCDetails
Price/Book
5.81
High:PSTG
14.46PSTGLow:BANC
0.93BANCDetails
Price/Sales
3.51
High:MU
10.78MULow:03690.HK
1.1803690.HKDetails
Price/CF
17.08
High:03690.HK
64.3903690.HKLow:ITUB
3.92ITUBDetails
Price/FCF
191.87
High:03690.HK
387.8103690.HKLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-10.21% | Nov 2025 | - | 5 |
-9.18% | Feb 2025 | May 2025 | 3 |
-6.85% | Aug 2023 | Dec 2023 | 4 |
-3.68% | Apr 2024 | May 2024 | 1 |
-2.68% | Dec 2024 | Jan 2025 | 1 |
-1.33% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Jun 2024 | Sep 2024 | 3 |