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-3.31%
This Month
-7.4%
Year To Date
+22.09%
2 Years
+33.47%
5 Years
+186.91%
10 Years
+19.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.54%
- 💵 Cash18.21%
- 🚚 Transportation13.23%
- 💇♀️ Consumer Services9.78%
- 💼 Commercial Services7.97%
- 🧬 Health Technology3.44%
- 💰 Finance0.79%
- 🧪 Process Industries0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq27.96%
- 🇺🇸 NYSE11.76%
- 🇭🇰 Hong Kong Exchanges9.43%
- 🇬🇧 LSE8.2%
- 🇫🇷 Euronext Paris7.81%
- 🇳🇴 Oslo Stock Exchange2.17%
- 🇳🇱 Euronext Amsterdam0.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.28%
- 🇨🇳 China13.71%
- 🇨🇦 Canada8.77%
- 🇬🇧 United Kingdom8.2%
- 🇫🇷 France7.81%
- 🇸🇬 Singapore2.7%
- 🇭🇰 Hong Kong2.57%
- 🇳🇴 Norway2.17%
- 🇮🇪 Ireland0.77%
- 🇺🇾 Uruguay0.5%
- 🇳🇱 Netherlands0.37%
- 🇮🇳 India0.31%
- 🇩🇪 Germany0.3%
- 🇮🇱 Israel0.24%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
1.25%
5 out of 12 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NAS.OL (14.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FDJU.PA | 0.47% | 9.58% | $1.78 |
 NAS.OL | 0.31% | 14.14% | - |
 ChinaTech | 0.2% | 1.22% | - |
 EZJ.L | 0.16% | 1.98% | $0.05 |
 ShoppingCart | 0.1% | 0.64% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.2/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
3.11
3.11
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
3.11
3.11
-2
0
2
4.5
4.5
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.35
1.35
0
0.75
1.25
2
2
Information Ratio
0.2
0.2
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
132.09
High:
SHOP
120.46SHOPLow:
MRNA
-8.38MRNADetails
PEG Ratio
270.9
High:EZJ.L
621.93EZJ.LLow:MRNA
-127.02MRNADetails
Price/Book
8.24
High:SHOP
12.75SHOPLow:
AF.PA
-4.87AF.PADetails
Price/Sales
3.59
High:SHOP
12.92SHOPLow:
HTZ
0.07HTZDetails
Price/CF
18.94
High:SHOP
71.66SHOPLow:
AZUL
0.61AZULDetails
Price/FCF
46.53
High:AF.PA
102.57AF.PALow:HTZ
0.31HTZDetails
P/E Ratio
132.09
High:SHOP
120.46SHOPLow:MRNA
-8.38MRNADetails
PEG Ratio
270.9
High:EZJ.L
621.93EZJ.LLow:MRNA
-127.02MRNADetails
Price/Book
8.24
High:SHOP
12.75SHOPLow:AF.PA
-4.87AF.PADetails
Price/Sales
3.59
High:SHOP
12.92SHOPLow:HTZ
0.07HTZDetails
Price/CF
18.94
High:SHOP
71.66SHOPLow:AZUL
0.61AZULDetails
Price/FCF
46.53
High:AF.PA
102.57AF.PALow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.11% | May 2021 | Sep 2024 | 40 |
-12.95% | Oct 2025 | - | 12 |
-12.71% | Feb 2025 | Jun 2025 | 4 |
-9.81% | Sep 2020 | Nov 2020 | 2 |
-4.22% | Dec 2020 | Jan 2021 | 1 |