Loading...
+6.14%
This Month
+6.14%
Year To Date
+59.93%
2 Years
+37.44%
5 Years
+46.75%
10 Years
+5.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.66%
- 🪨 Non Energy Minerals17.61%
- 🪙 Cryptocurrencies10.85%
- 💻 Electronic Technology5.2%
- 🖥️ Technology Services4.98%
- 👥 Copy Trading3.86%
- 💇♀️ Consumer Services3.77%
- 🍞 Consumer Non Durables2.9%
- 📊 ETFs2.15%
- 🧪 Process Industries1.64%
- 🧬 Health Technology1.57%
- 🚚 Transportation1.15%
- 💰 Finance0.84%
- ⛏️ Energy Minerals0.66%
- 🛍️ Retail Trade0.39%
- 🚗 Consumer Durables0.38%
- 🛠️ Producer Manufacturing0.37%
- 🧩 Miscellaneous0.32%
- 📡 Communications0.09%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.92%
- 🇺🇸 Nasdaq12.63%
- 🌍 Digital Currency10.88%
- 🇬🇧 LSE2.53%
- 🇳🇱 Euronext Amsterdam2.27%
- 🇩🇪 FRA1.08%
- 🇭🇰 Hong Kong Exchanges0.97%
- 🇺🇸 OTC Markets Stock Exchange0.44%
- 🇧🇪 Euronext Brussels0.35%
- 🇺🇸 Chicago Board Options Exchange0.29%
- 🇫🇷 Euronext Paris0.26%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇨🇭 SIX0.11%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇦🇪 Dubai Financial Market0.04%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🌍 FX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.77%
- 🇨🇦 Canada13.67%
- 🇳🇱 Netherlands2.67%
- 🇧🇷 Brazil2.56%
- 🇬🇧 United Kingdom2.29%
- 🇺🇾 Uruguay1.73%
- 🇨🇳 China1.66%
- 🇩🇪 Germany1.08%
- 🇰🇷 South Korea0.86%
- 🇮🇪 Ireland0.73%
- 🇨🇭 Switzerland0.58%
- 🇧🇪 Belgium0.35%
- 🇿🇦 South Africa0.21%
- 🇪🇸 Spain0.16%
- 🇹🇼 Taiwan0.14%
- 🇮🇱 Israel0.12%
- 🇧🇲 Bermuda0.09%
- 🇦🇷 Argentina0.09%
- 🇸🇬 Singapore0.04%
- 🇫🇷 France0.04%
- 🇸🇪 Sweden0.04%
- 🇩🇰 Denmark0.03%
- 🇳🇴 Norway0.02%
- 🇫🇮 Finland0.01%
- 🇱🇺 Luxembourg0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.7%
54 out of 154 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $FRCB (154285.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VALE | 0.17% | 7.56% | $1.33 |
 HTZWW | 0.09% | 20.34% | $0.53 |
 FRCB | 0.04% | 154285.71% | $1.08 |
 RIO | 0.04% | 3.97% | $4.34 |
 NKE | 0.04% | 2.59% | $1.45 |
 IAG.L | 0.02% | 2.07% | - |
 BAS.DE | 0.02% | 4.91% | $3.4 |
 PAAS | 0.02% | 0.71% | $0.4 |
 MDT.US | 0.02% | 2.83% | $2.77 |
 EVK.DE | 0.02% | 9.07% | $1.17 |
 PBR.A | 0.02% | 7.74% | $2.21 |
 PFE | 0.02% | 6.64% | $1.66 |
 VNOM | 0.02% | 5.65% | $2.08 |
 JeppeKirkBonde | 0.02% | 0.97% | - |
 STZ | 0.01% | 2.64% | $3.68 |
 SBUX | 0.01% | 2.61% | $2.24 |
 ASML.NV | 0.01% | 0.53% | $6.1 |
 B | 0.01% | 0.99% | $0.4 |
 CCL | 0.01% | 0.51% | - |
 SMSN.L | 0.01% | 0.77% | $23.68 |
 AGI | 0.01% | 0.23% | $0.1 |
 ALIT | 0.01% | 10.39% | - |
 MMM | 0% | 1.88% | $5.21 |
 MCD | 0% | 2.32% | $6.53 |
 YUMC | 0% | 1.92% | $0.58 |
 PUM.DE | 0% | 2.74% | $0.82 |
 ADS.DE | 0% | 1.38% | $0.7 |
 ABI.BR | 0% | 0.77% | $0.57 |
 DIS | 0% | 1.39% | $0.75 |
 AIR.PA | 0% | 1.03% | $1.8 |
 SCHW | 0% | 1.05% | $1 |
 BABA | 0% | 0.58% | $0.98 |
 MSFT | 0% | 0.78% | $3 |
 GOOGL | 0% | 0.24% | $0.2 |
 MEL.MC | 0% | 1.58% | - |
 ffedde | 0% | 0.43% | - |
 AAPL | 0% | 0.4% | $0.97 |
 PSKY | 0% | 1.76% | $0.2 |
 CRM | 0% | 0.76% | $0.4 |
 HCC | 0% | 0.36% | $0.3 |
 InvestmentsPro | 0% | 0.33% | - |
 CNQ | 0% | 4.55% | $1.48 |
 AG | 0% | 0.08% | $0.02 |
 STLA.US | 0% | 8.23% | $1.71 |
 AEM | 0% | 0.72% | $1.6 |
 goodgoing | 0% | 0.28% | - |
 01211.HK | 0% | 1.42% | $3.41 |
 HAL | 0% | 2% | $0.66 |
 CAKE | 0% | 1.87% | $1.08 |
 GOOG | 0% | 0.24% | $0.2 |
 EXPE | 0% | 0.6% | - |
 DHR | 0% | 0.58% | $1.05 |
 mkhtnr | 0% | 0.01% | - |
 rayvahey | 0% | 0% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 5.6/10
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
5.49
5.49
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.25
0.25
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
5.49
5.49
-2
0
2
6
6
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
2.68
2.68
0
0.75
1.25
3
3
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.97
High:
TSLA
288.29TSLALow:
UDMY
-182.46UDMYDetails
PEG Ratio
52.81
High:MCD
928.42MCDLow:
ZETA
-205.33ZETADetails
Price/Book
6.93
High:
OCGN
136.16OCGNLow:MCD
-102.98MCDDetails
Price/Sales
6.04
High:
SPCE
108.09SPCELow:
CRBP
-CRBPDetails
Price/CF
17.1
High:
EDIT
432.15EDITLow:
XELA
0.05XELADetails
Price/FCF
44.76
High:SBUX
1,256.06SBUXLow:
HTZ
0.31HTZDetails
P/E Ratio
31.97
High:TSLA
288.29TSLALow:UDMY
-182.46UDMYDetails
PEG Ratio
52.81
High:MCD
928.42MCDLow:ZETA
-205.33ZETADetails
Price/Book
6.93
High:OCGN
136.16OCGNLow:MCD
-102.98MCDDetails
Price/Sales
6.04
High:SPCE
108.09SPCELow:CRBP
-CRBPDetails
Price/CF
17.1
High:EDIT
432.15EDITLow:XELA
0.05XELADetails
Price/FCF
44.76
High:SBUX
1,256.06SBUXLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.1% | Apr 2018 | Dec 2020 | 32 |
-43.59% | Jun 2021 | May 2024 | 35 |
-13.91% | Jan 2021 | May 2021 | 4 |
-6.69% | Feb 2025 | Jul 2025 | 5 |
-4.04% | Oct 2025 | Jan 2026 | 3 |
-3.85% | Jun 2024 | Sep 2024 | 3 |
-2.45% | Dec 2024 | Jan 2025 | 1 |