Loading...
-1.34%
This Month
-2.93%
Year To Date
+1.47%
2 Years
+15.66%
5 Years
-9.68%
10 Years
-2.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.39%
- 👥 Copy Trading17.5%
- 🪙 Cryptocurrencies13.97%
- 🧬 Health Technology6.16%
- 🧩 Miscellaneous5.06%
- 🚚 Transportation4.24%
- 🌾 Commodities4.06%
- 🛠️ Producer Manufacturing3.48%
- 🛍️ Retail Trade3.13%
- 🖥️ Technology Services2.69%
- 📊 ETFs2.64%
- 💻 Electronic Technology2.59%
- 💇♀️ Consumer Services1.8%
- 🍞 Consumer Non Durables1.54%
- 🚗 Consumer Durables0.9%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.27%
- 🇺🇸 NYSE21.05%
- 🌍 Digital Currency13.97%
- 🌍 Commodity4.06%
- 🇬🇧 LSE2.06%
- 🇮🇹 Borsa Italiana1.14%
- 🇫🇷 Euronext Paris0.56%
- 🇭🇰 Hong Kong Exchanges0.31%
- 🇳🇴 Oslo Stock Exchange0.2%
- 🇪🇸 Bolsa De Madrid0.12%
- Abu Dhabi0.09%
- 🇨🇭 SIX0.08%
- 🇦🇺 Sydney0.08%
- 🇩🇰 Copenhagen Stock Exchange0.08%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States34.96%
- 🇨🇦 Canada2.17%
- 🇮🇹 Italy1.33%
- 🇬🇧 United Kingdom0.73%
- 🇫🇷 France0.47%
- 🇨🇳 China0.21%
- 🇳🇴 Norway0.2%
- 🇧🇷 Brazil0.18%
- 🇪🇸 Spain0.12%
- 🇧🇲 Bermuda0.1%
- 🇳🇱 Netherlands0.09%
- 🇨🇭 Switzerland0.08%
- 🇦🇺 Australia0.08%
- 🇩🇰 Denmark0.08%
- 🇭🇰 Hong Kong0.04%
Dividends
Dividend Yield
0.54%
18 out of 33 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $SBUX (2.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OilWorldWide | 0.15% | 2.24% | - |
 MRK | 0.06% | 2.33% | $3.04 |
 LuxuryBrands | 0.04% | 2.29% | - |
 CHRW | 0.04% | 1.6% | $2.44 |
 SBUX | 0.04% | 2.55% | $2.24 |
 JNJ | 0.04% | 1.97% | $4.81 |
 ADI.US | 0.03% | 1.19% | $3.56 |
 SPY | 0.03% | 0.97% | - |
 PCAR | 0.02% | 1.09% | $1.11 |
 GoldWorldWide | 0.02% | 0.89% | - |
 DLG.MI | 0.02% | 2.17% | $0.67 |
 SpaceTech | 0.02% | 0.61% | - |
 QQQ | 0.01% | 0.4% | - |
 META | 0.01% | 0.31% | $1 |
 AMAT | 0.01% | 0.46% | $1.44 |
 Magnificent-7 | 0.01% | 0.28% | - |
 YOU | 0% | 1.32% | $0.35 |
 Lumina-AI-WACYEA | 0% | 0.01% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CFR.ZU (LuxuryBrands) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 2.4/10
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-14.39
-14.39
-15
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.79
1.79
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
-14.39
-14.39
-15
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.97
High:SBUX
80.91SBUXLow:DLG.MI
17.62DLG.MIDetails
PEG Ratio
206.88
High:DLG.MI
675.43DLG.MILow:ADI.US
37.42ADI.USDetails
Price/Book
6.6
High:YOU
29.99YOULow:SBUX
-14.27SBUXDetails
Price/Sales
4.63
High:AMAT
16.59AMATLow:CHRW
1.45CHRWDetails
Price/CF
15.44
High:AMAT
41.69AMATLow:DLG.MI
10.26DLG.MIDetails
Price/FCF
76.66
High:SBUX
1,256.06SBUXLow:YOU
14.08YOUDetails
P/E Ratio
28.97
High:SBUX
80.91SBUXLow:DLG.MI
17.62DLG.MIDetails
PEG Ratio
206.88
High:DLG.MI
675.43DLG.MILow:ADI.US
37.42ADI.USDetails
Price/Book
6.6
High:YOU
29.99YOULow:SBUX
-14.27SBUXDetails
Price/Sales
4.63
High:AMAT
16.59AMATLow:CHRW
1.45CHRWDetails
Price/CF
15.44
High:AMAT
41.69AMATLow:DLG.MI
10.26DLG.MIDetails
Price/FCF
76.66
High:SBUX
1,256.06SBUXLow:YOU
14.08YOUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.3% | Feb 2025 | - | 20 |
-2.85% | Dec 2024 | Jan 2025 | 1 |