Loading...
-2.56%
Today
-2.56%
This Month
-0.4%
Year To Date
-7.29%
2 Years
-9.63%
5 Years
-2.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading101.75%
- 💵 Cash5.37%
Exchanges Breakdown
- Exchange
- Total
- 🇭🇰 Hong Kong Exchanges29.8%
- 🇺🇸 NYSE27.31%
- 🇺🇸 Nasdaq21.11%
- 🇬🇧 LSE16.52%
Countries Breakdown
- Country
- Total
- 🇨🇳 China27.96%
- 🇬🇧 United Kingdom18.03%
- 🇭🇰 Hong Kong10.84%
- 🇺🇸 United States10.81%
- 🇮🇱 Israel9.4%
- 🇿🇦 South Africa9%
- 🇨🇦 Canada7.62%
- 🇮🇪 Ireland1.08%
Dividends
Dividend Yield
2.27%
1 out of 1 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: B3130jim (2.23%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 B3130jim | 2.27% | 2.23% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 JD.US (B3130jim) | Ex-Dividend | Apr 8 | $1.00 |
 HMY (B3130jim) | Ex-Dividend | Apr 11 | $0.12 |
HMY (B3130jim) | Pay Day | Apr 21 | $0.12 |
JD.US (B3130jim) | Pay Day | Apr 29 | $1.00 |
 KGF.L (B3130jim) | Ex-Dividend | May 22 | $0.10 |
 BATS.L (B3130jim) | Ex-Dividend | Jun 26 | $0.76 |
KGF.L (B3130jim) | Pay Day | Jun 30 | $0.10 |
 2628.HK (B3130jim) | Ex-Dividend | Jul 2 | $0.06 |
BATS.L (B3130jim) | Pay Day | Aug 1 | $0.76 |
2628.HK (B3130jim) | Pay Day | Aug 21 | $0.06 |
Performance Metrics
Score 3.7/10
Beta
-0.22
-0.22
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-1.26
-1.26
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
-0.22
-0.22
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.26
-0.26
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.32
-0.32
-1
1
2
3
3
Jensen's Alpha
-1.26
-1.26
-2
0
2
4.5
4.5
Omega Ratio
0.64
0.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.37
1.37
0
0.75
1.25
2
2
Information Ratio
-0.59
-0.59
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.14% | Jan 2023 | - | 27 |
-12.05% | Jun 2022 | Dec 2022 | 6 |
-0.52% | Apr 2022 | May 2022 | 1 |