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-1.19%
This Month
-3.55%
Year To Date
-4.74%
2 Years
-10.25%
5 Years
-10.25%
10 Years
-2.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash29.82%
- 🪙 Cryptocurrencies12.43%
- 👥 Copy Trading12.09%
- 📊 ETFs8.77%
- 💇♀️ Consumer Services7.34%
- 🧬 Health Technology6.44%
- 🛠️ Producer Manufacturing6.04%
- 🌾 Commodities4.85%
- 🖥️ Technology Services4.78%
- 🚚 Transportation2.94%
- 💻 Electronic Technology2.19%
- 🍞 Consumer Non Durables1.32%
- 🚗 Consumer Durables0.63%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.75%
- 🇺🇸 NYSE22.95%
- 🌍 Digital Currency12.43%
- 🌍 Commodity4.85%
- 🇬🇧 LSE1.82%
- 🇮🇹 Borsa Italiana1.62%
- 🇫🇷 Euronext Paris0.5%
- 🇭🇰 Hong Kong Exchanges0.42%
- 🇳🇴 Oslo Stock Exchange0.16%
- Abu Dhabi0.09%
- 🇦🇺 Sydney0.08%
- 🇨🇭 SIX0.07%
- 🇩🇰 Copenhagen Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.6%
- 🇨🇦 Canada2.26%
- 🇮🇹 Italy1.78%
- 🇬🇧 United Kingdom0.88%
- 🇺🇾 Uruguay0.62%
- 🇫🇷 France0.5%
- 🇨🇳 China0.3%
- 🇧🇷 Brazil0.16%
- 🇳🇴 Norway0.16%
- 🇧🇲 Bermuda0.08%
- 🇦🇺 Australia0.08%
- 🇨🇭 Switzerland0.07%
- 🇭🇰 Hong Kong0.06%
- 🇩🇰 Denmark0.04%
Dividends
Dividend Yield
0.55%
17 out of 35 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $MRK (2.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OilWorldWide | 0.14% | 2.48% | - |
 TKO | 0.07% | 1.37% | $0.48 |
 MRK | 0.06% | 2.89% | $3.04 |
 CHRW | 0.04% | 1.47% | $2.44 |
 SBUX | 0.04% | 2.52% | $2.24 |
 LuxuryBrands | 0.04% | 1.91% | - |
 JNJ | 0.04% | 2.15% | $4.81 |
 ADI.US | 0.03% | 1.32% | $3.56 |
 PCAR | 0.02% | 1.16% | $1.11 |
 GoldWorldWide | 0.02% | 0.72% | - |
 DLG.MI | 0.02% | 2.57% | $0.67 |
 LTMC.MI | 0.01% | 1.77% | $0.26 |
 META | 0.01% | 0.34% | $1 |
 AMAT | 0.01% | 0.55% | $1.44 |
 GEV | 0.01% | 0.18% | - |
 Magnificent-7 | 0.01% | 0.29% | - |
 YOU | 0% | 1.12% | $0.35 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-14.77
-14.77
-15
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.99
1.99
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-14.77
-14.77
-15
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.12
0.12
0
0.75
1.25
2
2
Information Ratio
-0.21
-0.21
-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
27.45
High:TKO
84.9TKOLow:
CRWD
-597.16CRWDDetails
PEG Ratio
89.25
High:
CMG
1,189.83CMGLow:TKO
5.18TKODetails
Price/Book
7.48
High:CRWD
25.28CRWDLow:SBUX
-13.46SBUXDetails
Price/Sales
6.35
High:CRWD
23.7CRWDLow:CHRW
1.27CHRWDetails
Price/CF
17.87
High:CRWD
70.67CRWDLow:YOU
9.4YOUDetails
Price/FCF
48.95
High:SBUX
1,256.06SBUXLow:
EXEL
13.75EXELDetails
P/E Ratio
27.45
High:TKO
84.9TKOLow:CRWD
-597.16CRWDDetails
PEG Ratio
89.25
High:CMG
1,189.83CMGLow:TKO
5.18TKODetails
Price/Book
7.48
High:CRWD
25.28CRWDLow:SBUX
-13.46SBUXDetails
Price/Sales
6.35
High:CRWD
23.7CRWDLow:CHRW
1.27CHRWDetails
Price/CF
17.87
High:CRWD
70.67CRWDLow:YOU
9.4YOUDetails
Price/FCF
48.95
High:SBUX
1,256.06SBUXLow:EXEL
13.75EXELDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-59.99% | May 2021 | Nov 2024 | 42 |
-23.3% | Feb 2025 | - | 14 |
-2.85% | Dec 2024 | Jan 2025 | 1 |