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-7.04%
This Month
+0.15%
Year To Date
+49.75%
2 Years
+63.78%
5 Years
+205.67%
10 Years
+14.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology42.52%
- 👥 Copy Trading33.23%
- 🪙 Cryptocurrencies9.83%
- 💵 Cash7.69%
- 💰 Finance7.65%
- 🪨 Non Energy Minerals0.01%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.32%
- 🇺🇸 NYSE30.78%
- 🌍 Digital Currency9.83%
- 🇭🇰 Hong Kong Exchanges1.11%
- 🇨🇭 SIX1.05%
- 🇮🇹 Borsa Italiana0.86%
- 🇫🇷 Euronext Paris0.69%
- 🇪🇸 Bolsa De Madrid0.48%
- 🇬🇧 LSE0.4%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇩🇪 FRA0.12%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇩🇰 Copenhagen Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.08%
- 🇨🇭 Switzerland23.16%
- 🇹🇼 Taiwan16.3%
- 🇨🇳 China2.25%
- 🇮🇪 Ireland1.2%
- 🇮🇹 Italy0.86%
- 🇫🇷 France0.69%
- 🇸🇬 Singapore0.58%
- 🇪🇸 Spain0.48%
- 🇯🇵 Japan0.47%
- 🇱🇺 Luxembourg0.42%
- 🇺🇾 Uruguay0.32%
- 🇳🇱 Netherlands0.23%
- 🇮🇱 Israel0.23%
- 🇬🇧 United Kingdom0.23%
- 🇰🇷 South Korea0.17%
- 🇩🇪 Germany0.12%
- 🇸🇪 Sweden0.09%
- 🇩🇰 Denmark0.06%
Dividends
Dividend Yield
0.53%
7 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BLK (2.05%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.5/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
5.01
5.01
-2
0
2
6
6
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
5.01
5.01
-2
0
2
6
6
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
1.19
1.19
0
0.75
1.25
2
2
Information Ratio
0.27
0.27
0
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.8
High:
SCCO
39.79SCCOLow:
GRMN
29.23GRMNDetails
PEG Ratio
116
High:GRMN
165.57GRMNLow:
NVDA
56.47NVDADetails
Price/Book
13.06
High:NVDA
28.28NVDALow:
BLK
3.06BLKDetails
Price/Sales
16.07
High:NVDA
20.71NVDALow:GRMN
6.72GRMNDetails
Price/CF
27.21
High:NVDA
44.64NVDALow:
TSM
20.71TSMDetails
Price/FCF
67.79
High:BLK
440.38BLKLow:NVDA
55.44NVDADetails
P/E Ratio
34.8
High:SCCO
39.79SCCOLow:GRMN
29.23GRMNDetails
PEG Ratio
116
High:GRMN
165.57GRMNLow:NVDA
56.47NVDADetails
Price/Book
13.06
High:NVDA
28.28NVDALow:BLK
3.06BLKDetails
Price/Sales
16.07
High:NVDA
20.71NVDALow:GRMN
6.72GRMNDetails
Price/CF
27.21
High:NVDA
44.64NVDALow:TSM
20.71TSMDetails
Price/FCF
67.79
High:BLK
440.38BLKLow:NVDA
55.44NVDADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-71.53% | Feb 2018 | Jan 2021 | 35 |
-57.91% | Dec 2021 | Nov 2024 | 35 |
-34.72% | Sep 2017 | Dec 2017 | 3 |
-17.3% | Feb 2025 | Jun 2025 | 4 |
-9.86% | Oct 2025 | - | 6 |
-9.38% | Jul 2017 | Aug 2017 | 1 |
-6.65% | Sep 2021 | Oct 2021 | 1 |
-6.37% | May 2021 | Jul 2021 | 2 |
-4.8% | Dec 2024 | Jan 2025 | 1 |