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-0.08%
This Month
+3.05%
Year To Date
+10.12%
2 Years
-67.17%
5 Years
-67.17%
10 Years
-23.46%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.04%
- 💵 Cash17.55%
- 🧬 Health Technology13.26%
- 📊 ETFs9.31%
- 🍞 Consumer Non Durables7.32%
- 💰 Finance1.9%
- 🚚 Transportation1.76%
- 🏥 Health Services1.75%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.05%
- 🇺🇸 Nasdaq27.29%
- 🇩🇪 Xetra ETFs9.31%
- 🇬🇧 LSE5.18%
- 🇨🇭 SIX0.63%
- 🇪🇸 Bolsa De Madrid0.37%
- 🇩🇪 FRA0.35%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇦🇪 Dubai Financial Market0.21%
- 🇺🇸 Chicago Board Options Exchange0.21%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇫🇷 Euronext Paris0.18%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🌍 Digital Currency0.07%
- 🇫🇮 Helsinki Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.23%
- 🇬🇧 United Kingdom4.89%
- 🇨🇦 Canada2.46%
- 🇩🇰 Denmark2.11%
- 🇧🇷 Brazil1.94%
- 🇮🇱 Israel1.81%
- 🇹🇼 Taiwan0.77%
- 🇨🇭 Switzerland0.63%
- 🇪🇸 Spain0.37%
- 🇳🇱 Netherlands0.36%
- 🇩🇪 Germany0.35%
- 🇸🇪 Sweden0.19%
- 🇫🇷 France0.18%
- 🇨🇳 China0.17%
- 🇳🇴 Norway0.11%
- 🇰🇷 South Korea0.06%
- 🇫🇮 Finland0.06%
- 🇱🇺 Luxembourg0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.67%
10 out of 13 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ZIM (21.53%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GS (StefanULS) | Pay Day | Dec 30, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 LMT (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $3.45 |
GS (JeppeKirkBonde) | Pay Day | Dec 30, 2025 | $4.00 |
 WMT (StefanULS) | Pay Day | Jan 5, 2026 | $0.24 |
 TSM (JeppeKirkBonde) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 2.6/10
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.98
-0.98
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-24.4
-24.4
-25
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-15.55
-15.55
-16
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Beta
0.14
0.14
0
0.8
1.2
0
2
Sharpe Ratio
-0.98
-0.98
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.01
-1.01
-2
1
2
3
3
Jensen's Alpha
-24.4
-24.4
-25
0
2
4.5
4.5
Omega Ratio
0.31
0.31
0
1
1.5
2.5
2.5
Treynor Ratio
-15.55
-15.55
-16
0.75
1.25
2
2
Information Ratio
-1.13
-1.13
-2
0.3
0.6
1
1
Calmar Ratio
-0.34
-0.34
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.59
High:
CROX
28.99CROXLow:
ZIM
2.39ZIMDetails
PEG Ratio
81.96
High:
LULU
434.76LULULow:
BMY
10.11BMYDetails
Price/Book
3.31
High:
PEP
10.38PEPLow:ZIM
0.6ZIMDetails
Price/Sales
1.68
High:
NVO
4.58NVOLow:ZIM
0.32ZIMDetails
Price/CF
9.73
High:PEP
17.09PEPLow:ZIM
0.61ZIMDetails
Price/FCF
27.74
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
P/E Ratio
17.59
High:CROX
28.99CROXLow:ZIM
2.39ZIMDetails
PEG Ratio
81.96
High:LULU
434.76LULULow:BMY
10.11BMYDetails
Price/Book
3.31
High:PEP
10.38PEPLow:ZIM
0.6ZIMDetails
Price/Sales
1.68
High:NVO
4.58NVOLow:ZIM
0.32ZIMDetails
Price/CF
9.73
High:PEP
17.09PEPLow:ZIM
0.61ZIMDetails
Price/FCF
27.74
High:PEP
5,253.35PEPLow:ZIM
1.1ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70% | Dec 2021 | - | 49 |