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-0.52%
This Month
-2.25%
Year To Date
-17.46%
2 Years
-47.78%
5 Years
-47.78%
10 Years
-13.92%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading26.84%
- 💰 Finance23.54%
- ⛏️ Energy Minerals14.56%
- 🏭 Industrial Services11.98%
- 🚚 Transportation11.32%
- 💵 Cash7.25%
- 🖥️ Technology Services3.68%
- 🪨 Non Energy Minerals0.22%
- ⚡ Utilities0.04%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.81%
- 🇺🇸 Nasdaq8.2%
- 🇸🇪 Stockholm Stock Exchange6%
- 🌍 Digital Currency4.6%
- 🇮🇹 Borsa Italiana3.06%
- 🇭🇰 Hong Kong Exchanges1.78%
- 🇬🇧 LSE1.23%
- 🇩🇪 FRA0.93%
- 🇩🇰 Copenhagen Stock Exchange0.78%
- 🇳🇱 Euronext Amsterdam0.4%
- 🇫🇷 Euronext Paris0.39%
- 🇫🇮 Helsinki Stock Exchange0.38%
- 🇳🇴 Oslo Stock Exchange0.16%
- 🇩🇪 Xetra ETFs0.11%
- Regular Trading Hours - RTH0.07%
- 🇪🇸 Bolsa De Madrid0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.46%
- 🇧🇲 Bermuda11.98%
- 🇨🇦 Canada5.01%
- 🇮🇱 Israel3.68%
- 🇨🇳 China3.19%
- 🇮🇹 Italy2.96%
- 🇧🇷 Brazil1.68%
- 🇸🇪 Sweden1.11%
- 🇩🇰 Denmark1.05%
- 🇩🇪 Germany0.86%
- 🇰🇷 South Korea0.69%
- 🇳🇱 Netherlands0.67%
- 🇫🇮 Finland0.59%
- 🇬🇧 United Kingdom0.55%
- 🇰🇾 Cayman Islands0.53%
- 🇲🇽 Mexico0.45%
- 🇺🇾 Uruguay0.34%
- 🇫🇷 France0.31%
- 🇦🇷 Argentina0.31%
- 🇱🇺 Luxembourg0.24%
- 🇳🇴 Norway0.23%
- 🇨🇱 Chile0.19%
- 🇨🇾 Cyprus0.18%
- 🇹🇼 Taiwan0.16%
- 🇭🇰 Hong Kong0.15%
- 🇸🇬 Singapore0.13%
- 🇵🇪 Peru0.11%
- 🇵🇦 Panama0.1%
- 🇦🇹 Austria0.08%
- 🇮🇪 Ireland0.07%
- 🇨🇴 Colombia0.05%
- 🇧🇪 Belgium0.04%
- 🇪🇸 Spain0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.4%
11 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: Italian-Heritage (3.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Italian-Heritage | 0.12% | 3.89% | - |
 LatamEconomy | 0.09% | 2.38% | - |
 NordicEconomy | 0.06% | 1.98% | - |
 Smudliczek | 0.05% | 0.77% | - |
 TheDividendFund | 0.04% | 1.3% | - |
 ChinaTech | 0.03% | 1.08% | - |
 BMNR | 0.01% | 0.05% | - |
 SCCO | 0% | 1.61% | $3.76 |
 SOLS | 0% | -0.1% | - |
 ITUB | 0% | -0.98% | $-0.15 |
 SBS | 0% | -1.65% | $-0.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
-1.14
-1.14
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.19
-1.19
-2
1
2
3
3
Jensen's Alpha
-19.51
-19.51
-20
0
2
4.5
4.5
Omega Ratio
0.28
0.28
0
1
1.5
2.5
2.5
Treynor Ratio
-2.9
-2.9
-3
0.75
1.25
2
2
Information Ratio
-1.62
-1.62
-2
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Beta
0.51
0.51
0
0.8
1.2
0
2
Sharpe Ratio
-1.14
-1.14
-2
0.5
1
1.5
1.5
Sortino Ratio
-1.19
-1.19
-2
1
2
3
3
Jensen's Alpha
-19.51
-19.51
-20
0
2
4.5
4.5
Omega Ratio
0.28
0.28
0
1
1.5
2.5
2.5
Treynor Ratio
-2.9
-2.9
-3
0.75
1.25
2
2
Information Ratio
-1.62
-1.62
-2
0.3
0.6
1
1
Calmar Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
63.05
High:
IPCOR.ST
86.85IPCOR.STLow:
AMR
-38.5AMRDetails
PEG Ratio
-5.07
High:ITUB
168.1ITUBLow:BMNR
-32.45BMNRDetails
Price/Book
1.2
High:SCCO
15.47SCCOLow:
WIX
-16.73WIXDetails
Price/Sales
5.71
High:BMNR
956.99BMNRLow:AMR
1.11AMRDetails
Price/CF
12.68
High:SCCO
25.31SCCOLow:ITUB
3.92ITUBDetails
Price/FCF
18.64
High:SBS
202.55SBSLow:ITUB
6.27ITUBDetails
P/E Ratio
63.05
High:IPCOR.ST
86.85IPCOR.STLow:AMR
-38.5AMRDetails
PEG Ratio
-5.07
High:ITUB
168.1ITUBLow:BMNR
-32.45BMNRDetails
Price/Book
1.2
High:SCCO
15.47SCCOLow:WIX
-16.73WIXDetails
Price/Sales
5.71
High:BMNR
956.99BMNRLow:AMR
1.11AMRDetails
Price/CF
12.68
High:SCCO
25.31SCCOLow:ITUB
3.92ITUBDetails
Price/FCF
18.64
High:SBS
202.55SBSLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.78% | Jan 2022 | - | 51 |