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-0.14%
Today
+1.71%
This Month
+7.4%
Year To Date
+30.29%
2 Years
+32.59%
5 Years
+11.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading79.13%
- 🖥️ Technology Services1.07%
- 💵 Cash0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.74%
- 🇬🇧 LSE15.89%
- 🇺🇸 Nasdaq14.21%
- 🇩🇪 FRA13.5%
- 🇳🇱 Euronext Amsterdam8.65%
- 🇫🇷 Euronext Paris2.52%
- 🇪🇸 Bolsa De Madrid1.38%
- 🇭🇰 Hong Kong Exchanges1.03%
- 🇦🇺 Sydney0.7%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom18.67%
- 🇺🇸 United States18.2%
- 🇩🇪 Germany13.5%
- 🇳🇱 Netherlands8.65%
- 🇨🇦 Canada6.3%
- 🇧🇲 Bermuda3.53%
- 🇫🇷 France2.52%
- 🇧🇷 Brazil2.43%
- 🇪🇸 Spain1.38%
- 🇭🇰 Hong Kong1.03%
- 🇮🇪 Ireland0.71%
- 🇦🇺 Australia0.7%
Dividends
Dividend Yield
2.59%
2 out of 2 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: ingruc (3.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 LIGHT.NV (ingruc) | Pay Day | May 7, 2025 | $1.61 |
 PFE (ingruc) | Ex-Dividend | May 9, 2025 | $0.43 |
 ABDN.L (ingruc) | Pay Day | May 13, 2025 | $0.09 |
 SHEL.L (ingruc) | Ex-Dividend | May 15, 2025 | $0.36 |
 HBR.L (ingruc) | Pay Day | May 21, 2025 | $0.17 |
 PHNX.L (ingruc) | Pay Day | May 21, 2025 | $0.35 |
 EMG.L (ingruc) | Pay Day | May 21, 2025 | $0.12 |
 FGR.PA (ingruc) | Ex-Dividend | May 21, 2025 | $5.12 |
 SZG.DE (ingruc) | Ex-Dividend | May 23, 2025 | $0.22 |
 SIG (ingruc) | Pay Day | May 23, 2025 | $0.32 |
FGR.PA (ingruc) | Pay Day | May 23, 2025 | $5.12 |
SZG.DE (ingruc) | Pay Day | May 27, 2025 | $0.22 |
 CA.PA (ingruc) | Ex-Dividend | May 30, 2025 | $0.24 |
CA.PA (ingruc) | Pay Day | Jun 3, 2025 | $0.24 |
PFE (ingruc) | Pay Day | Jun 13, 2025 | $0.43 |
SHEL.L (ingruc) | Pay Day | Jun 23, 2025 | $0.36 |
Performance Metrics
Score 5.5/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
3.25
3.25
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.36
0.36
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
3.25
3.25
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
0.12
0.12
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.77
High:
PRX.NV
14.77PRX.NVLow:PRX.NV
14.77PRX.NVDetails
PEG Ratio
17.09
High:PRX.NV
17.09PRX.NVLow:PRX.NV
17.09PRX.NVDetails
Price/Book
2.5
High:PRX.NV
2.5PRX.NVLow:PRX.NV
2.5PRX.NVDetails
Price/Sales
19.49
High:PRX.NV
19.49PRX.NVLow:PRX.NV
19.49PRX.NVDetails
Price/CF
73.65
High:PRX.NV
73.65PRX.NVLow:PRX.NV
73.65PRX.NVDetails
Price/FCF
90.49
High:PRX.NV
90.49PRX.NVLow:PRX.NV
90.49PRX.NVDetails
P/E Ratio
14.77
High:PRX.NV
14.77PRX.NVLow:PRX.NV
14.77PRX.NVDetails
PEG Ratio
17.09
High:PRX.NV
17.09PRX.NVLow:PRX.NV
17.09PRX.NVDetails
Price/Book
2.5
High:PRX.NV
2.5PRX.NVLow:PRX.NV
2.5PRX.NVDetails
Price/Sales
19.49
High:PRX.NV
19.49PRX.NVLow:PRX.NV
19.49PRX.NVDetails
Price/CF
73.65
High:PRX.NV
73.65PRX.NVLow:PRX.NV
73.65PRX.NVDetails
Price/FCF
90.49
High:PRX.NV
90.49PRX.NVLow:PRX.NV
90.49PRX.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.32% | Jun 2022 | Nov 2022 | 5 |
-8.65% | Mar 2023 | Jul 2023 | 4 |
-5.11% | Aug 2023 | Nov 2023 | 3 |
-4.9% | Jun 2024 | Sep 2024 | 3 |
-4.06% | Oct 2024 | Feb 2025 | 4 |
-3.23% | Dec 2022 | Jan 2023 | 1 |
-2.86% | Jan 2024 | Mar 2024 | 2 |
-1.91% | Apr 2025 | - | 2 |
-0.6% | Apr 2024 | May 2024 | 1 |