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-0.85%
This Month
+16.1%
Year To Date
+45.33%
2 Years
+38.53%
5 Years
+65.61%
10 Years
+7.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading79.56%
- 📊 ETFs7.9%
- ❓ Other2.23%
- 🍞 Consumer Non Durables2.15%
- 💰 Finance1.69%
- 💵 Cash1.2%
- 💻 Electronic Technology0.98%
- 🧬 Health Technology0.81%
- 🪨 Non Energy Minerals0.73%
- 🪙 Cryptocurrencies0.69%
- 🛍️ Retail Trade0.6%
- 🚗 Consumer Durables0.47%
- 📡 Communications0.46%
- 🧪 Process Industries0.3%
- 🖥️ Technology Services0.19%
- ⚡ Utilities0.19%
- 🛠️ Producer Manufacturing0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.09%
- 🇺🇸 NYSE29.73%
- Regular Trading Hours - RTH4.93%
- 🇦🇺 Sydney4.57%
- 🇺🇸 Chicago Board Options Exchange2.8%
- 🇬🇧 LSE2.57%
- 🇩🇪 Xetra ETFs2.09%
- 🇫🇷 Euronext Paris1.77%
- 🇭🇰 Hong Kong Exchanges1.16%
- 🇨🇭 SIX1.01%
- 🇳🇱 Euronext Amsterdam0.75%
- 🌍 Digital Currency0.72%
- 🇩🇪 FRA0.69%
- 🇪🇸 Bolsa De Madrid0.65%
- 🇩🇰 Copenhagen Stock Exchange0.6%
- 🌍 CFD0.59%
- 🇮🇹 Borsa Italiana0.58%
- Tokyo Stock Exchange0.47%
- 🌍 Commodity0.27%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🇫🇮 Helsinki Stock Exchange0.24%
- 🇦🇪 Dubai Financial Market0.14%
- 🌍 FX0.1%
- 🇳🇴 Oslo Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.5%
- 🇦🇺 Australia4.57%
- 🇬🇧 United Kingdom2.15%
- 🇫🇷 France1.67%
- 🇨🇳 China1.58%
- 🇹🇼 Taiwan1.31%
- 🇳🇱 Netherlands1.25%
- 🇨🇦 Canada1.15%
- 🇩🇰 Denmark1.06%
- 🇨🇭 Switzerland1.01%
- 🇮🇪 Ireland0.9%
- 🇰🇷 South Korea0.8%
- 🇮🇹 Italy0.78%
- 🇯🇵 Japan0.73%
- 🇩🇪 Germany0.69%
- 🇪🇸 Spain0.65%
- 🇸🇪 Sweden0.37%
- 🇺🇾 Uruguay0.35%
- 🇫🇮 Finland0.24%
- 🇰🇾 Cayman Islands0.11%
- 🇧🇲 Bermuda0.1%
- 🇳🇴 Norway0.08%
- 🇱🇺 Luxembourg0.05%
- 🇭🇰 Hong Kong0.04%
- 🇧🇷 Brazil0.04%
- 🇮🇱 Israel0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.98%
36 out of 69 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AussieEconomy | 0.1% | 2.23% | - |
 DividendGrowth | 0.1% | 2.29% | - |
 JeppeKirkBonde | 0.08% | 0.87% | - |
 Diabetes-Med | 0.07% | 1.29% | - |
 Congress-Buys | 0.07% | 1.52% | - |
 CPHequities | 0.06% | 1.01% | - |
 jaynemesis | 0.06% | 0.75% | - |
 WU | 0.05% | 15.21% | $0.94 |
 arash007 | 0.05% | 0.28% | - |
 LuxuryBrands | 0.04% | 2.32% | - |
 PFE.RTH | 0.04% | 5.89% | $1.63 |
 knw500 | 0.03% | 0.48% | - |
 MarianoPardo | 0.03% | 0.36% | - |
 MC.PA | 0.02% | 3.23% | $13 |
 BTI | 0.02% | 5.93% | $2.92 |
 DEQ.DE | 0.02% | 5.69% | $1.32 |
 DOW | 0.01% | 4.87% | $2.8 |
 VOD | 0.01% | 3% | $0.94 |
 PM.RTH | 0.01% | 2.93% | - |
 TM | 0.01% | 2.79% | $4.64 |
 2318.HK | 0.01% | 5.93% | $2.63 |
 KO.RTH | 0.01% | 2.04% | $1.8 |
 SCCO | 0.01% | 1.84% | $3.76 |
 AI-Revolution | 0.01% | 0.28% | - |
 PEP | 0.01% | 4.43% | $5.15 |
 1585.HK | 0.01% | 6.13% | $0.48 |
 LMT | 0.01% | 2.56% | $12.45 |
 EL.PA | 0% | 2.88% | $3.95 |
 DRS | 0% | 0.97% | - |
 0700.HK | 0% | 1.26% | $3.4 |
 9988.HK | 0% | 0.94% | $0.98 |
 BABA | 0% | 0.91% | $0.98 |
 CEG.RTH | 0% | 0.61% | - |
 COST | 0% | 0.62% | $19.22 |
 MNODL.L | 0% | 473.72% | - |
 0968.HK | 0% | 0.5% | $0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CFR.ZU (LuxuryBrands) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 3.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.23
-5.23
-6
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-5.23
-5.23
-6
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-0.39
-0.39
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.65
High:0968.HK
122.460968.HKLow:VOD
-63.92VODDetails
PEG Ratio
64
High:COST
363.03COSTLow:VOD
-73.37VODDetails
Price/Book
2.05
High:LMT
16.07LMTLow:PM.RTH
-21.06PM.RTHDetails
Price/Sales
2.34
High:
QBTS.RTH
403.59QBTS.RTHLow:
LAC
-LACDetails
Price/CF
13.88
High:CEG.RTH
222.25CEG.RTHLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
24.86
High:9988.HK
2,771.019988.HKLow:2318.HK
1.082318.HKDetails
P/E Ratio
18.65
High:0968.HK
122.460968.HKLow:VOD
-63.92VODDetails
PEG Ratio
64
High:COST
363.03COSTLow:VOD
-73.37VODDetails
Price/Book
2.05
High:LMT
16.07LMTLow:PM.RTH
-21.06PM.RTHDetails
Price/Sales
2.34
High:QBTS.RTH
403.59QBTS.RTHLow:LAC
-LACDetails
Price/CF
13.88
High:CEG.RTH
222.25CEG.RTHLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
24.86
High:9988.HK
2,771.019988.HKLow:2318.HK
1.082318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.57% | Nov 2021 | Aug 2025 | 45 |
-24.62% | Sep 2019 | Aug 2020 | 11 |
-7.1% | May 2021 | Oct 2021 | 5 |
-5.32% | Feb 2026 | Apr 2026 | 2 |
-4.02% | Sep 2020 | Nov 2020 | 2 |
-2.57% | Jun 2026 | - | 4 |
-1.44% | Nov 2025 | Jan 2026 | 2 |