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-3.47%
This Month
+0.45%
Year To Date
+16.27%
2 Years
+10.25%
5 Years
+49.01%
10 Years
-2.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.39%
- 🖥️ Technology Services13.64%
- 💰 Finance8.12%
- 💻 Electronic Technology7.82%
- 🚗 Consumer Durables4.58%
- 🛍️ Retail Trade4.44%
- 🧬 Health Technology4.16%
- 💇♀️ Consumer Services3.47%
- 🚚 Transportation3.13%
- 🍞 Consumer Non Durables2.37%
- ⛏️ Energy Minerals2.11%
- 💵 Cash1.89%
- 📡 Communications1.61%
- ⚡ Utilities1.46%
- 📊 ETFs1.3%
- 🪙 Cryptocurrencies1.16%
- 🪨 Non Energy Minerals0.73%
- 💼 Commercial Services0.67%
- 🏭 Industrial Services0.66%
- 🧪 Process Industries0.53%
- 📈 Indexes0.45%
- 🧩 Miscellaneous0.4%
- 💹 Forex0.2%
- 🛠️ Producer Manufacturing0.15%
- 🏥 Health Services0.15%
- 🌾 Commodities0.14%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.34%
- 🇺🇸 NYSE33.49%
- 🇬🇧 LSE10.45%
- 🇩🇪 FRA2.01%
- 🇩🇪 Xetra ETFs1.93%
- 🌍 Digital Currency1.87%
- 🇭🇰 Hong Kong Exchanges1.46%
- 🇳🇴 Oslo Stock Exchange1.33%
- 🇮🇹 Borsa Italiana1.06%
- 🇫🇷 Euronext Paris0.78%
- 🇦🇺 Sydney0.71%
- 🇸🇦 Tadawul0.46%
- 🌍 CFD0.45%
- 🇺🇸 Chicago Board Options Exchange0.43%
- 🇫🇮 Helsinki Stock Exchange0.37%
- 🇨🇭 SIX0.34%
- 🇪🇸 Bolsa De Madrid0.34%
- 🇳🇱 Euronext Amsterdam0.33%
- 🌍 FX0.2%
- 🌍 Commodity0.14%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇦🇪 Dubai Financial Market0.02%
- 🇧🇪 Euronext Brussels0.02%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.74%
- 🇬🇧 United Kingdom7.72%
- 🇨🇳 China3.23%
- 🇨🇦 Canada2.27%
- 🇩🇪 Germany2.17%
- 🇳🇴 Norway1.33%
- 🇮🇱 Israel1.19%
- 🇮🇹 Italy1.06%
- 🇱🇺 Luxembourg1.01%
- 🇰🇷 South Korea0.89%
- 🇮🇪 Ireland0.82%
- 🇩🇰 Denmark0.81%
- 🇦🇺 Australia0.71%
- 🇫🇷 France0.71%
- 🇨🇭 Switzerland0.66%
- 🇬🇷 Greece0.54%
- 🇯🇵 Japan0.5%
- 🇸🇦 Saudi Arabia0.46%
- 🇧🇲 Bermuda0.44%
- 🇳🇱 Netherlands0.39%
- 🇫🇮 Finland0.37%
- 🇪🇸 Spain0.34%
- 🇿🇦 South Africa0.12%
- 🇸🇪 Sweden0.09%
- 🇧🇷 Brazil0.07%
- 🇹🇼 Taiwan0.06%
- 🇭🇰 Hong Kong0.06%
- 🇲🇨 Monaco0.05%
- 🇨🇾 Cyprus0.03%
- 🇸🇬 Singapore0.03%
- 🇧🇪 Belgium0.02%
Dividends
Dividend Yield
1.72%
97 out of 182 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $IPOK.DE (32.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GainersQtr | 0.19% | 1.02% | - |
 NYKD.OL | 0.12% | 29.26% | - |
 AGNC | 0.1% | 13.13% | $1.44 |
 Diabetes-Med | 0.09% | 1.42% | - |
 HAUTO.OL | 0.08% | 17.05% | - |
 IPOK.DE | 0.05% | 32.44% | - |
 UPS | 0.05% | 5.95% | $6.5 |
 WAWI.OL | 0.04% | 9.71% | - |
 GSBD | 0.04% | 13.72% | - |
 O | 0.04% | 4.92% | $3.09 |
 HSBC | 0.03% | 4.28% | $3.03 |
 BMW.DE | 0.03% | 5.16% | $6 |
 VOW3.DE | 0.03% | 6.71% | $9.06 |
 T | 0.03% | 3.87% | $1.11 |
 MCD | 0.03% | 2.2% | $6.53 |
 PFE | 0.03% | 6.48% | $1.66 |
 UTG.L | 0.03% | 6.92% | $0.35 |
 VOD | 0.03% | 3.3% | $0.94 |
 FashionPortfolio | 0.02% | 1.41% | - |
 BME.L | 0.02% | 6.96% | $0.15 |
 MNG.L | 0.02% | 6.52% | $0.2 |
 NEC.ASX | 0.02% | 8.33% | $0.09 |
 ET | 0.02% | 7.06% | $1.25 |
 PSEC | 0.02% | 19.49% | $0.72 |
 NKE | 0.02% | 2.75% | $1.45 |
 HD | 0.02% | 2.55% | $8.52 |
 KO | 0.02% | 2.64% | $1.89 |
 GoldWorldWide | 0.02% | 0.63% | - |
 HLI.ASX | 0.02% | 5.32% | - |
 KHC | 0.02% | 6.66% | $1.6 |
 BIP | 0.02% | 4.48% | $0.41 |
 Private-Equity | 0.02% | 3.05% | - |
 LMT | 0.01% | 2.03% | $12.45 |
 0390.HK | 0.01% | 3.91% | $0.21 |
 FORTUM.HE | 0.01% | 3.7% | $1.15 |
 STAG | 0.01% | 3.81% | $1.47 |
 WY | 0.01% | 3.39% | $0.78 |
 APA | 0.01% | 3.22% | $1 |
 PSN.L | 0.01% | 4.43% | $0.6 |
 DOW | 0.01% | 5.36% | $2.8 |
 EuropeDefense | 0.01% | 0.89% | - |
 MSFT | 0.01% | 0.86% | $3 |
 XOM | 0.01% | 2.69% | $3.76 |
 LLOY.L | 0.01% | 3.7% | $0.03 |
 MadeInAmerica | 0.01% | 1.12% | - |
 MOS | 0.01% | 3.38% | $0.82 |
 MO | 0.01% | 6.19% | $3.92 |
 NEE | 0.01% | 2.52% | $1.97 |
 V | 0.01% | 0.78% | $2.01 |
 EZJ.L | 0.01% | 3.11% | $0.05 |
 ChinaCar | 0.01% | 1.57% | - |
 GSK.L | 0.01% | 3.1% | $0.59 |
 BLND.L | 0.01% | 5.84% | $0.23 |
 TM | 0.01% | 2.42% | $4.64 |
 TRIG.L | 0.01% | 10.96% | $0.07 |
 NVO | 0.01% | 3.45% | $0.98 |
 SHIP | 0.01% | 2.91% | $0.1 |
 GOOG | 0.01% | 0.28% | $0.2 |
 AAPL | 0.01% | 0.4% | $0.97 |
 JNJ | 0.01% | 2.13% | $4.81 |
 MA | 0.01% | 0.62% | $2.46 |
 SBLK | 0.01% | 2.26% | $1.82 |
 META | 0.01% | 0.32% | $1 |
 DIS | 0.01% | 1.46% | $0.75 |
 BAC | 0.01% | 2.2% | $0.96 |
 MetaverseLife | 0.01% | 0.57% | - |
 OXY | 0.01% | 1.83% | $0.8 |
 SHEL.L | 0.01% | 3.48% | $0.8 |
 NUE | 0.01% | 1.28% | $2.13 |
 RKT.L | 0.01% | 3.71% | $1.93 |
 GM | 0% | 0.8% | $0.42 |
 LHA.DE | 0% | 3.64% | $0.3 |
 CTSH | 0% | 1.96% | $1.18 |
 SMSN.L | 0% | 0.66% | $23.68 |
 ROG.ZU | 0% | 2.75% | $9.6 |
 OTB.L | 0% | 2.04% | $0.01 |
 SHEL | 0% | 3.5% | $2.7 |
 AXP | 0% | 1.1% | $2.6 |
 SBSW | 0% | 2.17% | $0.3 |
 RR.L | 0% | 0.7% | - |
 SPGI | 0% | 0.87% | $3.62 |
 BABA | 0% | 0.79% | $0.98 |
 EQT | 0% | 1.05% | $0.62 |
 LUV | 0% | 1.54% | $0.72 |
 CVI.US | 0% | 1.4% | $2 |
 EA | 0% | 0.38% | $0.76 |
 EDU | 0% | 1.08% | - |
 PYPL | 0% | 0.6% | - |
 9988.HK | 0% | 0.81% | $0.98 |
 SONY | 0% | 0.48% | $0.49 |
 0968.HK | 0% | 1.51% | $0.23 |
 1818.HK | 0% | 0.17% | - |
 NVDA | 0% | 0.02% | $0.02 |
 SOLS | 0% | -0.1% | - |
 SDZNY | 0% | -0.47% | $-0.3 |
 SCCO | 0% | -1.61% | $-3.76 |
 PHIN | 0% | -1.54% | $-1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-4.66
-4.66
-5
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.7
0.7
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-4.66
-4.66
-5
0
2
4.5
4.5
Omega Ratio
0.56
0.56
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.76
-0.76
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.68
High:
TRST.L
741TRST.LLow:MNG.L
-125.73MNG.LDetails
PEG Ratio
153.82
High:
WAT
6,345.54WATLow:SBSW
-134SBSWDetails
Price/Book
8.46
High:
RHLD
141.43RHLDLow:MCD
-131.7MCDDetails
Price/Sales
6.22
High:
CRSP
1,628.53CRSPLow:NYKD.OL
-NYKD.OLDetails
Price/CF
21.8
High:
MSTR
7,511.07MSTRLow:APA
1.91APADetails
Price/FCF
52.06
High:NUE
5,649.81NUELow:
LXRX
2.18LXRXDetails
P/E Ratio
30.68
High:TRST.L
741TRST.LLow:MNG.L
-125.73MNG.LDetails
PEG Ratio
153.82
High:WAT
6,345.54WATLow:SBSW
-134SBSWDetails
Price/Book
8.46
High:RHLD
141.43RHLDLow:MCD
-131.7MCDDetails
Price/Sales
6.22
High:CRSP
1,628.53CRSPLow:NYKD.OL
-NYKD.OLDetails
Price/CF
21.8
High:MSTR
7,511.07MSTRLow:APA
1.91APADetails
Price/FCF
52.06
High:NUE
5,649.81NUELow:LXRX
2.18LXRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.56% | Oct 2014 | - | 138 |