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-1.12%
This Month
-1.12%
Year To Date
+29%
2 Years
-2.4%
5 Years
-97.36%
10 Years
-35.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.08%
- 💰 Finance32.84%
- 🪙 Cryptocurrencies7.7%
- 🖥️ Technology Services7.38%
- 📊 ETFs5.61%
- 💇♀️ Consumer Services4.69%
- 💻 Electronic Technology0.86%
- 📡 Communications0.83%
- 🍞 Consumer Non Durables0.75%
- 🛠️ Producer Manufacturing0.65%
- 🚗 Consumer Durables0.17%
- ⛏️ Energy Minerals0.13%
- 💼 Commercial Services0.11%
- 🧬 Health Technology0.11%
- 💵 Cash0.06%
- 🛍️ Retail Trade0.03%
- 🧪 Process Industries0%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.4%
- 🇬🇧 LSE20.18%
- 🇨🇭 SIX15.73%
- 🇺🇸 Nasdaq11.45%
- 🌍 Digital Currency7.84%
- 🇩🇪 FRA2.09%
- 🇫🇷 Euronext Paris1.69%
- 🇮🇹 Borsa Italiana1.58%
- 🇩🇪 Xetra ETFs1.18%
- 🇺🇸 OTC Markets Stock Exchange0.42%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇳🇴 Oslo Stock Exchange0.25%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🌍 CFD0.12%
- 🇭🇰 Hong Kong Exchanges0.1%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🇳🇱 Euronext Amsterdam0.07%
- Regular Trading Hours - RTH0.04%
- 🇸🇦 Tadawul0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.93%
- 🇨🇭 Switzerland15.73%
- 🇩🇪 Germany2.67%
- 🇨🇳 China2.05%
- 🇮🇹 Italy1.63%
- 🇫🇷 France1.4%
- 🇬🇧 United Kingdom1.24%
- 🇳🇱 Netherlands0.35%
- 🇪🇸 Spain0.29%
- 🇯🇵 Japan0.27%
- 🇳🇴 Norway0.25%
- 🇱🇺 Luxembourg0.23%
- 🇩🇰 Denmark0.16%
- 🇧🇷 Brazil0.07%
- 🇨🇦 Canada0.06%
- 🇭🇰 Hong Kong0.06%
- 🇺🇾 Uruguay0.04%
- 🇧🇪 Belgium0.03%
- 🇸🇦 Saudi Arabia0.03%
Dividends
Dividend Yield
1.95%
38 out of 81 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IEP (25.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SLHN.ZU | 0.37% | 4.14% | $33 |
 GainersQtr | 0.2% | 1.44% | - |
 ZURN.ZU | 0.19% | 5.02% | $26 |
 AGNC | 0.15% | 12.35% | $1.44 |
 SPG | 0.1% | 4.68% | $7.75 |
 HTZWW | 0.08% | 19.59% | $0.53 |
 O | 0.07% | 5.25% | $3.09 |
 LTC.US | 0.06% | 6.08% | $2.28 |
 CS.PA | 0.05% | 5.61% | $1.98 |
 G.MI | 0.04% | 4.27% | $1.28 |
 MAIN | 0.04% | 4.82% | $2.85 |
 HBAN.ZU | 0.04% | 3.44% | $6.3 |
 MUV2.DE | 0.03% | 3.89% | $15 |
 PGR | 0.03% | 6.84% | $1.15 |
 SREN.ZU | 0.03% | 4.84% | $6.22 |
 ALV.DE | 0.03% | 4.19% | $13.8 |
 IEP | 0.03% | 25.81% | $4 |
 SBRA | 0.03% | 6.25% | $1.2 |
 FCPT | 0.03% | 5.79% | $1.38 |
 OHI | 0.03% | 5.95% | $2.68 |
 REG | 0.03% | 4.1% | $2.66 |
 WPC | 0.03% | 5.18% | $3.67 |
 T | 0.03% | 4.77% | $1.11 |
 FRT | 0.02% | 4.38% | $4.36 |
 MPW | 0.02% | 6.42% | $0.6 |
 PG | 0.02% | 2.89% | $3.83 |
 CUBE | 0.02% | 5.38% | $2.02 |
 VICI | 0.02% | 6.13% | $1.66 |
 VTR | 0.02% | 2.46% | $1.8 |
 IIPR | 0.02% | 15.25% | $7.34 |
 SPSN.ZU | 0.02% | 2.76% | $3.4 |
 VNO | 0.01% | 2.26% | $0.68 |
 VZ | 0.01% | 7% | $2.66 |
 GEBN.ZU | 0.01% | 2.14% | $12.7 |
 AVGO | 0% | 0.72% | $19.7 |
 TMUS | 0% | 2.09% | $1.95 |
 SONY | 0% | 0.44% | $0.49 |
 STMN.ZU | 0% | 0.98% | $0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BTI (GainersQtr) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 2.3/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-31.36
-31.36
-32
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.69
-1.69
-2
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.5
-0.5
-1
1
2
3
3
Jensen's Alpha
-31.36
-31.36
-32
0
2
4.5
4.5
Omega Ratio
0.51
0.51
0
1
1.5
2.5
2.5
Treynor Ratio
-1.69
-1.69
-2
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.94
High:
PLTR
394.13PLTRLow:
CZR
-19.89CZRDetails
PEG Ratio
251.86
High:O
3,157.55OLow:
NIO
-124.22NIODetails
Price/Book
5.95
High:PLTR
60.95PLTRLow:
RENT
-7.31RENTDetails
Price/Sales
3.22
High:PLTR
111.21PLTRLow:
SUNWQ
-SUNWQDetails
Price/CF
14.83
High:PLTR
258.05PLTRLow:
HTZ
1.34HTZDetails
Price/FCF
23.64
High:REG
568.35REGLow:HTZ
0.31HTZDetails
P/E Ratio
30.94
High:PLTR
394.13PLTRLow:CZR
-19.89CZRDetails
PEG Ratio
251.86
High:O
3,157.55OLow:NIO
-124.22NIODetails
Price/Book
5.95
High:PLTR
60.95PLTRLow:RENT
-7.31RENTDetails
Price/Sales
3.22
High:PLTR
111.21PLTRLow:SUNWQ
-SUNWQDetails
Price/CF
14.83
High:PLTR
258.05PLTRLow:HTZ
1.34HTZDetails
Price/FCF
23.64
High:REG
568.35REGLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-98.75% | Jan 2018 | - | 97 |
-12.31% | Nov 2017 | Dec 2017 | 1 |