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-0.27%
This Month
-0.27%
Year To Date
+54.01%
2 Years
+43.32%
5 Years
+103.81%
10 Years
+14.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash42.55%
- 👥 Copy Trading28.07%
- 🖥️ Technology Services9.63%
- 💻 Electronic Technology8.67%
- 💇♀️ Consumer Services4.59%
- 🚚 Transportation3.29%
- 💰 Finance3.2%
- 🧪 Process Industries1.44%
- 🚗 Consumer Durables0.81%
- 💼 Commercial Services0.61%
- 🧬 Health Technology0.59%
- 🪙 Cryptocurrencies0.22%
- ⚡ Utilities0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.7%
- 🇺🇸 NYSE17.44%
- 🇬🇧 LSE4.31%
- 🇫🇷 Euronext Paris4.25%
- 🇩🇪 FRA1.85%
- 🇭🇰 Hong Kong Exchanges1.22%
- 🌍 CFD0.69%
- 🇨🇭 SIX0.57%
- 🇪🇸 Bolsa De Madrid0.47%
- 🇳🇱 Euronext Amsterdam0.33%
- 🇩🇰 Copenhagen Stock Exchange0.32%
- 🇮🇹 Borsa Italiana0.26%
- 🌍 Digital Currency0.22%
- 🇩🇪 Xetra ETFs0.14%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇦🇪 Dubai Financial Market0.08%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.01%
- 🇬🇧 United Kingdom4.12%
- 🇳🇱 Netherlands2.73%
- 🇨🇳 China2.28%
- 🇩🇪 Germany1.87%
- 🇫🇷 France1.86%
- 🇨🇭 Switzerland0.73%
- 🇪🇸 Spain0.47%
- 🇮🇪 Ireland0.46%
- 🇩🇰 Denmark0.32%
- 🇹🇼 Taiwan0.29%
- 🇮🇹 Italy0.26%
- 🇱🇺 Luxembourg0.23%
- 🇨🇦 Canada0.23%
- 🇮🇱 Israel0.2%
- 🇺🇾 Uruguay0.15%
- 🇸🇪 Sweden0.08%
- 🇳🇴 Norway0.04%
- 🇰🇷 South Korea0.03%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇬🇮 Gibraltar0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.53%
21 out of 34 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PNL.NV (6.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EZJ.L | 0.06% | 2.73% | $0.05 |
 jaynemesis | 0.04% | 0.71% | - |
 VOW3.DE | 0.04% | 6.44% | $9.06 |
 RenewableEnergy | 0.04% | 1.35% | - |
 JeppeKirkBonde | 0.04% | 0.99% | - |
 DIS | 0.04% | 1.34% | $0.75 |
 GEN | 0.03% | 1.99% | $0.5 |
 AI.PA | 0.03% | 2.12% | $2.91 |
 geofflee2006 | 0.03% | 0.46% | - |
 Richardstroud | 0.03% | 1.51% | - |
 LHA.DE | 0.03% | 3.47% | $0.3 |
 V | 0.02% | 0.75% | $2.01 |
 ORCL | 0.02% | 1.15% | $1.6 |
 AAPL | 0.01% | 0.42% | $0.97 |
 AIR.PA | 0.01% | 0.96% | $1.8 |
 PNL.NV | 0.01% | 6.68% | $0.09 |
 MSFT | 0.01% | 0.78% | $3 |
 LHX | 0.01% | 1.4% | $4.6 |
 META | 0.01% | 0.34% | $1 |
 Social-Investor | 0.01% | 0.6% | - |
 GOOG | 0% | 0.25% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
-5.08
-5.08
-6
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.55
High:
WBD
150.53WBDLow:
ORSTED.CO
-41.91ORSTED.CODetails
PEG Ratio
234.44
High:V
1,166.53VLow:
NIO
-124.22NIODetails
Price/Book
11.69
High:AAPL
49.43AAPLLow:
NVAX
-8.5NVAXDetails
Price/Sales
7.99
High:V
15.84VLow:
AF.PA
0.09AF.PADetails
Price/CF
24.46
High:NVAX
147.06NVAXLow:AF.PA
0.76AF.PADetails
Price/FCF
48.68
High:ORCL
348.36ORCLLow:PNL.NV
3.84PNL.NVDetails
P/E Ratio
31.55
High:WBD
150.53WBDLow:ORSTED.CO
-41.91ORSTED.CODetails
PEG Ratio
234.44
High:V
1,166.53VLow:NIO
-124.22NIODetails
Price/Book
11.69
High:AAPL
49.43AAPLLow:NVAX
-8.5NVAXDetails
Price/Sales
7.99
High:V
15.84VLow:AF.PA
0.09AF.PADetails
Price/CF
24.46
High:NVAX
147.06NVAXLow:AF.PA
0.76AF.PADetails
Price/FCF
48.68
High:ORCL
348.36ORCLLow:PNL.NV
3.84PNL.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.07% | Nov 2021 | Nov 2024 | 36 |
-10.08% | Feb 2025 | Jun 2025 | 4 |
-6.99% | Sep 2020 | Nov 2020 | 2 |
-3.87% | Sep 2021 | Oct 2021 | 1 |
-3.31% | May 2020 | Jun 2020 | 1 |
-2.54% | Dec 2024 | Jan 2025 | 1 |
-2.05% | Nov 2025 | - | 3 |
-2.01% | Jul 2021 | Aug 2021 | 1 |
-1.87% | Jul 2020 | Aug 2020 | 1 |
-0.43% | May 2021 | Jun 2021 | 1 |