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-2.6%
This Month
-2.79%
Year To Date
+55.85%
2 Years
+165.52%
5 Years
+243.42%
10 Years
+25.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.93%
- 💻 Electronic Technology12.5%
- 💵 Cash7.44%
- 🖥️ Technology Services6.68%
- 📊 ETFs5.65%
- 💰 Finance2.95%
- 🛍️ Retail Trade2.11%
- 🚗 Consumer Durables1.45%
- 💼 Commercial Services0.95%
- 🍞 Consumer Non Durables0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE46.5%
- 🇺🇸 Nasdaq20.47%
- 🇺🇸 NYSE12.47%
- 🌍 Digital Currency1.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.48%
- 🇨🇦 Canada0.95%
- 🇮🇪 Ireland0.86%
Dividends
Dividend Yield
0.08%
8 out of 20 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KO (2.57%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 8.2/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
7.92
7.92
-2
0
2
8
8
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.15
1.15
0
0.5
1
2
2
Sortino Ratio
2.07
2.07
0
1
2
3
3
Jensen's Alpha
7.92
7.92
-2
0
2
8
8
Omega Ratio
1.8
1.8
0
1
1.5
2.5
2.5
Treynor Ratio
1.74
1.74
0
0.75
1.25
2
2
Information Ratio
0.8
0.8
0
0.3
0.6
1
1
Calmar Ratio
0.84
0.84
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
42.86
High:
TSLA
381.63TSLALow:
JPM
15.35JPMDetails
PEG Ratio
150.99
High:JPM
1,147.58JPMLow:
AMD
47.03AMDDetails
Price/Book
20.37
High:
FTNT
82.56FTNTLow:
DELL
-29.55DELLDetails
Price/Sales
10.62
High:
PLTR
76.49PLTRLow:DELL
0.76DELLDetails
Price/CF
38.31
High:PLTR
214.31PLTRLow:
GS
4.22GSDetails
Price/FCF
51.82
High:
AMZN
325.85AMZNLow:GS
4.8GSDetails
P/E Ratio
42.86
High:TSLA
381.63TSLALow:JPM
15.35JPMDetails
PEG Ratio
150.99
High:JPM
1,147.58JPMLow:AMD
47.03AMDDetails
Price/Book
20.37
High:FTNT
82.56FTNTLow:DELL
-29.55DELLDetails
Price/Sales
10.62
High:PLTR
76.49PLTRLow:DELL
0.76DELLDetails
Price/CF
38.31
High:PLTR
214.31PLTRLow:GS
4.22GSDetails
Price/FCF
51.82
High:AMZN
325.85AMZNLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.58% | Jan 2022 | Jun 2023 | 17 |
-8.56% | Aug 2023 | Nov 2023 | 3 |
-7.36% | Sep 2020 | Nov 2020 | 2 |
-6.09% | Nov 2025 | - | 4 |
-5.42% | Sep 2021 | Oct 2021 | 1 |
-4.36% | Feb 2025 | May 2025 | 3 |
-0.95% | Jul 2024 | Aug 2024 | 1 |
-0.11% | Jan 2021 | Feb 2021 | 1 |