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0%
This Month
0%
Year To Date
+54.71%
2 Years
+58.91%
5 Years
+58.91%
10 Years
+14.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.96%
- 📊 ETFs25.96%
- 💻 Electronic Technology17.97%
- 🖥️ Technology Services11.78%
- 🪨 Non Energy Minerals3.74%
- 💰 Finance2.95%
- 💼 Commercial Services2.49%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.98%
- 🇺🇸 Nasdaq38.58%
- 🇳🇱 Euronext Amsterdam6.32%
- 🇨🇭 SIX3.74%
- 🇭🇰 Hong Kong Exchanges2.95%
- 🇬🇧 LSE1.03%
- 🇫🇷 Euronext Paris0.86%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.35%
- 🇳🇱 Netherlands14.76%
- 🇨🇳 China3.92%
- 🇨🇭 Switzerland3.74%
- 🇯🇵 Japan1.26%
- 🇱🇺 Luxembourg0.82%
- 🇬🇧 United Kingdom0.76%
- 🇸🇬 Singapore0.49%
- 🇰🇿 Kazakhstan0.22%
- 🇮🇪 Ireland0.19%
Dividends
Dividend Yield
0.61%
9 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $3988.HK (5.39%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4.5/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-1.49
-1.49
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.62
0.62
0
0.5
1
1.5
1.5
Sortino Ratio
0.93
0.93
0
1
2
3
3
Jensen's Alpha
-1.49
-1.49
-2
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.83
0.83
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.37
High:
RDDT
126.61RDDTLow:
ALGM
-170.97ALGMDetails
PEG Ratio
107.41
High:
SONY
302.45SONYLow:
HOLN.ZU
0.66HOLN.ZUDetails
Price/Book
5.92
High:
ASML
18.58ASMLLow:
3988.HK
0.453988.HKDetails
Price/Sales
8.11
High:
JOBY
492.32JOBYLow:
CAJPY
0.85CAJPYDetails
Price/CF
20.44
High:RDDT
90.7RDDTLow:3988.HK
2.73988.HKDetails
Price/FCF
42.73
High:ALGM
95.27ALGMLow:3988.HK
4.963988.HKDetails
P/E Ratio
27.37
High:RDDT
126.61RDDTLow:ALGM
-170.97ALGMDetails
PEG Ratio
107.41
High:SONY
302.45SONYLow:HOLN.ZU
0.66HOLN.ZUDetails
Price/Book
5.92
High:ASML
18.58ASMLLow:3988.HK
0.453988.HKDetails
Price/Sales
8.11
High:JOBY
492.32JOBYLow:CAJPY
0.85CAJPYDetails
Price/CF
20.44
High:RDDT
90.7RDDTLow:3988.HK
2.73988.HKDetails
Price/FCF
42.73
High:ALGM
95.27ALGMLow:3988.HK
4.963988.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-16.52% | Aug 2022 | Feb 2024 | 18 |
-11.98% | Feb 2025 | Jun 2025 | 4 |
-8.36% | Apr 2024 | Jul 2024 | 3 |
-2.31% | Dec 2024 | Jan 2025 | 1 |
-1.96% | Oct 2024 | Nov 2024 | 1 |
-1.73% | Nov 2025 | Dec 2025 | 1 |