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-2.92%
This Month
+0.26%
Year To Date
+33.02%
2 Years
+14.13%
5 Years
+43.02%
10 Years
+5.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.28%
- 💵 Cash9.35%
- 📊 ETFs9.23%
- 🍞 Consumer Non Durables2.78%
- 💰 Finance2.14%
- 💻 Electronic Technology1.51%
- ❓ Other1.17%
- 🪨 Non Energy Minerals0.82%
- 🛍️ Retail Trade0.72%
- 🧬 Health Technology0.66%
- 🪙 Cryptocurrencies0.58%
- 🧪 Process Industries0.54%
- 🖥️ Technology Services0.4%
- 🛠️ Producer Manufacturing0.31%
- 🚗 Consumer Durables0.31%
- 📡 Communications0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37%
- 🇺🇸 NYSE29.04%
- 🇦🇺 Sydney5.23%
- 🇺🇸 Chicago Board Options Exchange4.03%
- 🇬🇧 LSE2.35%
- Regular Trading Hours - RTH1.94%
- 🇭🇰 Hong Kong Exchanges1.49%
- 🇫🇷 Euronext Paris1.23%
- 🇨🇭 SIX1.21%
- 🌍 Digital Currency1.1%
- 🇩🇪 FRA0.78%
- 🇩🇪 Xetra ETFs0.67%
- 🇮🇹 Borsa Italiana0.5%
- 🇳🇱 Euronext Amsterdam0.46%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🌍 CFD0.3%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇦🇪 Dubai Financial Market0.16%
- 🇫🇮 Helsinki Stock Exchange0.12%
- 🌍 FX0.1%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🌍 Commodity0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.39%
- 🇦🇺 Australia5.23%
- 🇨🇳 China2.23%
- 🇬🇧 United Kingdom1.91%
- 🇹🇼 Taiwan1.36%
- 🇮🇪 Ireland1.29%
- 🇨🇭 Switzerland1.27%
- 🇫🇷 France1.13%
- 🇨🇦 Canada0.97%
- 🇳🇱 Netherlands0.84%
- 🇩🇰 Denmark0.8%
- 🇩🇪 Germany0.78%
- 🇮🇹 Italy0.5%
- 🇯🇵 Japan0.48%
- 🇰🇷 South Korea0.47%
- 🇪🇸 Spain0.41%
- 🇺🇾 Uruguay0.36%
- 🇱🇺 Luxembourg0.26%
- 🇸🇪 Sweden0.23%
- 🇮🇱 Israel0.16%
- 🇫🇮 Finland0.12%
- 🇳🇴 Norway0.1%
- 🇰🇾 Cayman Islands0.08%
- 🇭🇰 Hong Kong0.06%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.93%
38 out of 72 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AussieEconomy | 0.12% | 2.19% | - |
 DividendGrowth | 0.1% | 2.18% | - |
 JeppeKirkBonde | 0.08% | 1.02% | - |
 Diabetes-Med | 0.08% | 1.42% | - |
 jaynemesis | 0.06% | 0.78% | - |
 DEQ.DE | 0.05% | 13.18% | $1.32 |
 CPHequities | 0.05% | 0.79% | - |
 WU | 0.05% | 9.81% | $0.94 |
 arash007 | 0.04% | 0.34% | - |
 knw500 | 0.04% | 0.59% | - |
 ADM.L | 0.03% | 7.95% | $1.03 |
 DOW | 0.03% | 5.36% | $2.8 |
 MarianoPardo | 0.03% | 0.41% | - |
 KO | 0.02% | 2.64% | $1.89 |
 PEP | 0.02% | 3.49% | $5.15 |
 AI-Revolution | 0.01% | 0.39% | - |
 Congress-Buys | 0.01% | 0.31% | - |
 MC.PA | 0.01% | 2.56% | $13 |
 BTI | 0.01% | 5.42% | $2.92 |
 PFE.RTH | 0.01% | 6.12% | $1.63 |
 2318.HK | 0.01% | 4.38% | $2.63 |
 PM | 0.01% | 3.19% | $5.2 |
 MRK | 0.01% | 2.81% | $3.04 |
 VOD | 0.01% | 3.3% | $0.94 |
 2338.HK | 0.01% | 2.43% | $0.57 |
 PM.RTH | 0.01% | 3.08% | - |
 DRS | 0% | 0.77% | - |
 MRK.RTH | 0% | 2.39% | $2.88 |
 TM | 0% | 2.42% | $4.64 |
 SCCO | 0% | 1.61% | $3.76 |
 9988.HK | 0% | 0.81% | $0.98 |
 1585.HK | 0% | 1.99% | $0.48 |
 0700.HK | 0% | 0.9% | $3.4 |
 BABA | 0% | 0.79% | $0.98 |
 COST | 0% | 0.52% | $19.22 |
 0968.HK | 0% | 1.51% | $0.23 |
 MNODL.L | 0% | 473.72% | - |
 HOLN.ZU | -0.01% | -4.51% | $-2.8 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-6.04
-6.04
-7
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-6.04
-6.04
-7
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.44
-0.44
-1
0.3
0.6
1
1
Calmar Ratio
0.16
0.16
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
18.83
High:COST
53.93COSTLow:
QBTS.RTH
-28.2QBTS.RTHDetails
PEG Ratio
100.12
High:COST
563.16COSTLow:
BLDP
-8.45BLDPDetails
Price/Book
2.65
High:
RGTI
15.54RGTILow:PM
-27.89PMDetails
Price/Sales
2.83
High:RGTI
770.27RGTILow:
LAC
-LACDetails
Price/CF
16.17
High:
FIG
76.48FIGLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
31.69
High:PEP
5,797.72PEPLow:2318.HK
1.382318.HKDetails
P/E Ratio
18.83
High:COST
53.93COSTLow:QBTS.RTH
-28.2QBTS.RTHDetails
PEG Ratio
100.12
High:COST
563.16COSTLow:BLDP
-8.45BLDPDetails
Price/Book
2.65
High:RGTI
15.54RGTILow:PM
-27.89PMDetails
Price/Sales
2.83
High:RGTI
770.27RGTILow:LAC
-LACDetails
Price/CF
16.17
High:FIG
76.48FIGLow:MNODL.L
0.75MNODL.LDetails
Price/FCF
31.69
High:PEP
5,797.72PEPLow:2318.HK
1.382318.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 |
-4.02% | Sep 2020 | Nov 2020 | 2 |
-3.27% | Feb 2026 | - | 2 |
-1.44% | Nov 2025 | Jan 2026 | 2 |