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-7.22%
This Month
-8.8%
Year To Date
+13.76%
2 Years
+30.6%
5 Years
+79.75%
10 Years
+8.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading58.33%
- 📈 Indexes25.83%
- 💻 Electronic Technology8.74%
- 🚚 Transportation6.39%
- 💰 Finance2.82%
- 🖥️ Technology Services1.92%
- 📊 ETFs0.96%
- 🪙 Cryptocurrencies0.7%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.95%
- 🌍 CFD25.83%
- 🇮🇹 Borsa Italiana9.38%
- 🌍 Digital Currency8.54%
- 🇺🇸 Nasdaq7.51%
- 🇬🇧 LSE6.82%
- 🇩🇪 FRA3.9%
- 🇨🇭 SIX3.01%
- 🇫🇷 Euronext Paris2.69%
- 🇳🇴 Oslo Stock Exchange1.13%
- 🇭🇰 Hong Kong Exchanges0.83%
- 🇦🇪 Dubai Financial Market0.56%
- 🇦🇺 Sydney0.41%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.88%
- 🇬🇧 United Kingdom10.08%
- 🇮🇹 Italy9.38%
- 🇨🇦 Canada6.24%
- 🇩🇪 Germany3.9%
- 🇨🇭 Switzerland3.01%
- 🇫🇷 France2.69%
- 🇳🇴 Norway1.13%
- 🇨🇳 China0.83%
- 🇦🇺 Australia0.41%
- 🇧🇷 Brazil0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.26%
10 out of 21 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.5% | 1.73% | - |
 PST.MI | 0.36% | 5.61% | $0.8 |
 triangulacapital | 0.19% | 2.01% | - |
 UBSG.ZU | 0.08% | 2.79% | $0.64 |
 GoldWorldWide | 0.08% | 0.63% | - |
 LDO.MI | 0.02% | 0.87% | $0.28 |
 RHM.DE | 0.02% | 0.5% | $5.7 |
 FTAI | 0.01% | 0.48% | $1.2 |
 NVTKL.L | 0% | 109.46% | - |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-2.7
-2.7
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-2.7
-2.7
-3
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.9
High:RHM.DE
86.26RHM.DELow:
QBTS
-17.17QBTSDetails
PEG Ratio
163.13
High:LDO.MI
554.28LDO.MILow:FTAI
4.17FTAIDetails
Price/Book
3.05
High:FTAI
86.86FTAILow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
2.6
High:QBTS
271.44QBTSLow:PST.MI
1.4PST.MIDetails
Price/CF
22.12
High:
MSTR
7,511.07MSTRLow:ITUB
3.92ITUBDetails
Price/FCF
67.37
High:RHM.DE
5,198.92RHM.DELow:ITUB
6.27ITUBDetails
P/E Ratio
27.9
High:RHM.DE
86.26RHM.DELow:QBTS
-17.17QBTSDetails
PEG Ratio
163.13
High:LDO.MI
554.28LDO.MILow:FTAI
4.17FTAIDetails
Price/Book
3.05
High:FTAI
86.86FTAILow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
2.6
High:QBTS
271.44QBTSLow:PST.MI
1.4PST.MIDetails
Price/CF
22.12
High:MSTR
7,511.07MSTRLow:ITUB
3.92ITUBDetails
Price/FCF
67.37
High:RHM.DE
5,198.92RHM.DELow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.38% | Dec 2024 | Sep 2025 | 9 |
-25.71% | Nov 2021 | Dec 2023 | 25 |
-18.82% | Oct 2018 | Apr 2019 | 6 |
-18.09% | Feb 2020 | Dec 2020 | 10 |
-11.41% | Nov 2025 | - | 5 |
-4.71% | May 2019 | Jun 2019 | 1 |
-4.06% | Jul 2021 | Oct 2021 | 3 |
-1.62% | Apr 2024 | May 2024 | 1 |
-1.56% | Aug 2019 | Oct 2019 | 2 |
-1.32% | Jan 2024 | Feb 2024 | 1 |
-1.24% | Jun 2018 | Aug 2018 | 2 |
-0.39% | Oct 2024 | Nov 2024 | 1 |