Loading...
-0.17%
This Month
-1.5%
Year To Date
+88.27%
2 Years
+134.38%
5 Years
+134.38%
10 Years
+22.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology44.27%
- 👥 Copy Trading39.54%
- 💵 Cash15.88%
- 🧬 Health Technology0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.29%
- 🇺🇸 Nasdaq29.77%
- 🇭🇰 Hong Kong Exchanges1.42%
- 🇨🇭 SIX0.3%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇫🇷 Euronext Paris0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States77.34%
- 🇨🇳 China2.02%
- 🇯🇵 Japan1.36%
- 🇺🇾 Uruguay0.57%
- 🇨🇭 Switzerland0.3%
- 🇳🇱 Netherlands0.28%
- 🇩🇰 Denmark0.18%
- 🇫🇷 France0.1%
- 🇬🇧 United Kingdom0.01%
Dividends
Dividend Yield
1.24%
4 out of 4 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $HPE (2.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HPE | 1.12% | 2.53% | $0.51 |
 MarianoPardo | 0.09% | 0.41% | - |
 liborvasa | 0.03% | 0.17% | - |
 LONN.ZU | 0% | 0.83% | $4 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.7/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
13.53
13.53
-2
0
2
14
14
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.81
1.81
0
1
2
3
3
Jensen's Alpha
13.53
13.53
-2
0
2
14
14
Omega Ratio
1.73
1.73
0
1
1.5
2.5
2.5
Treynor Ratio
1.6
1.6
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
1.24
1.24
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
-119.35
High:LONN.ZU
35.59LONN.ZULow:HPE
-114.36HPEDetails
PEG Ratio
73.39
High:LONN.ZU
73.39LONN.ZULow:LONN.ZU
73.39LONN.ZUDetails
Price/Book
1.17
High:LONN.ZU
3.81LONN.ZULow:HPE
1.16HPEDetails
Price/Sales
0.82
High:LONN.ZU
4.77LONN.ZULow:HPE
0.82HPEDetails
Price/CF
6.55
High:LONN.ZU
32.3LONN.ZULow:HPE
6.5HPEDetails
Price/FCF
22.07
High:LONN.ZU
1,437.6LONN.ZULow:HPE
21.86HPEDetails
P/E Ratio
-119.35
High:LONN.ZU
35.59LONN.ZULow:HPE
-114.36HPEDetails
PEG Ratio
73.39
High:LONN.ZU
73.39LONN.ZULow:LONN.ZU
73.39LONN.ZUDetails
Price/Book
1.17
High:LONN.ZU
3.81LONN.ZULow:HPE
1.16HPEDetails
Price/Sales
0.82
High:LONN.ZU
4.77LONN.ZULow:HPE
0.82HPEDetails
Price/CF
6.55
High:LONN.ZU
32.3LONN.ZULow:HPE
6.5HPEDetails
Price/FCF
22.07
High:LONN.ZU
1,437.6LONN.ZULow:HPE
21.86HPEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.35% | Feb 2022 | Jul 2022 | 5 |
-14.19% | Aug 2022 | Mar 2023 | 7 |
-8.07% | Apr 2023 | Jul 2023 | 3 |
-7.81% | Mar 2024 | Jul 2024 | 4 |
-6.56% | Feb 2025 | May 2025 | 3 |
-6.03% | Aug 2023 | Nov 2023 | 3 |
-2.32% | Dec 2023 | Feb 2024 | 2 |
-1.75% | Nov 2025 | - | 5 |