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-2.47%
This Month
-13%
Year To Date
+33.3%
2 Years
+13.45%
5 Years
+77.7%
10 Years
+11.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.23%
- 👥 Copy Trading32.18%
- 💻 Electronic Technology7.55%
- 🛠️ Producer Manufacturing5.29%
- 🖥️ Technology Services5.17%
- 🏭 Industrial Services4.19%
- 🧬 Health Technology2.22%
- 💇♀️ Consumer Services2.1%
- 🛍️ Retail Trade1.83%
- 🍞 Consumer Non Durables1.72%
- 💰 Finance1.67%
- 🚚 Transportation1.4%
- ⛏️ Energy Minerals0.76%
- 📦 Distribution Services0.75%
- 🚗 Consumer Durables0.59%
- 💼 Commercial Services0.22%
- 🏥 Health Services0.13%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.45%
- 🌍 Digital Currency32.23%
- 🇺🇸 Nasdaq20.51%
- 🇬🇧 LSE5.22%
- 🇩🇪 FRA2.57%
- 🇫🇷 Euronext Paris1.68%
- 🇳🇴 Oslo Stock Exchange1.25%
- 🇭🇰 Hong Kong Exchanges1.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.49%
- 🇬🇧 United Kingdom6.78%
- 🇩🇪 Germany2.57%
- 🇫🇷 France1.68%
- 🇳🇱 Netherlands1.28%
- 🇳🇴 Norway1.25%
- 🇨🇳 China1.2%
- 🇨🇦 Canada1.04%
- 🇹🇼 Taiwan0.68%
- 🇨🇭 Switzerland0.62%
- 🇺🇾 Uruguay0.56%
- 🇮🇹 Italy0.46%
- 🇩🇰 Denmark0.2%
Dividends
Dividend Yield
0.89%
22 out of 62 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AFCG (35.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.56% | 1.73% | - |
 AFCG | 0.11% | 35.68% | $1.92 |
 PGR | 0.04% | 6.62% | $1.15 |
 ET | 0.03% | 7.06% | $1.25 |
 CME | 0.03% | 3.54% | $9.75 |
 SYY | 0.02% | 2.52% | $2.01 |
 NKE | 0.02% | 2.75% | $1.45 |
 SBUX | 0.02% | 2.55% | $2.24 |
 AIXA.DE | 0.01% | 0.48% | $0.4 |
 TJX | 0.01% | 1.09% | $1.42 |
 WTI | 0.01% | 1.37% | $0.03 |
 ASML | 0.01% | 0.54% | $5.57 |
 NVO | 0.01% | 3.45% | $0.98 |
 RACE | 0.01% | 1.16% | $2.64 |
 TSM | 0.01% | 0.78% | $1.74 |
 TKO | 0% | 1.07% | $0.48 |
 HWM | 0% | 0.18% | $0.19 |
 3750.HK | 0% | 0.22% | - |
 WING | 0% | 0.49% | $0.88 |
 EME | 0% | 0.16% | $0.79 |
 FIX | 0% | 0.16% | $1.02 |
 GEHC | 0% | 0.18% | $0.12 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-3.85
-3.85
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-3.85
-3.85
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.21
0.21
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.98
High:3750.HK
199.393750.HKLow:
RKLB
-191.35RKLBDetails
PEG Ratio
-383.76
High:
MELI
997.84MELILow:RKLB
-9,779.22RKLBDetails
Price/Book
9.88
High:ASML
23.42ASMLLow:SBUX
-13.19SBUXDetails
Price/Sales
5.68
High:
JOBY
165.62JOBYLow:
SRRK
-SRRKDetails
Price/CF
21.28
High:
SAIL
679.28SAILLow:ET
5.57ETDetails
Price/FCF
50.03
High:SAIL
3,139.49SAILLow:
KLAR
8.85KLARDetails
P/E Ratio
40.98
High:3750.HK
199.393750.HKLow:RKLB
-191.35RKLBDetails
PEG Ratio
-383.76
High:MELI
997.84MELILow:RKLB
-9,779.22RKLBDetails
Price/Book
9.88
High:ASML
23.42ASMLLow:SBUX
-13.19SBUXDetails
Price/Sales
5.68
High:JOBY
165.62JOBYLow:SRRK
-SRRKDetails
Price/CF
21.28
High:SAIL
679.28SAILLow:ET
5.57ETDetails
Price/FCF
50.03
High:SAIL
3,139.49SAILLow:KLAR
8.85KLARDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-54.41% | Nov 2021 | Nov 2024 | 36 |
-29.32% | Oct 2025 | - | 6 |
-21.04% | Feb 2025 | Jul 2025 | 5 |
-9.64% | Sep 2020 | Nov 2020 | 2 |
-7.96% | Sep 2021 | Oct 2021 | 1 |
-5.83% | May 2021 | Aug 2021 | 3 |
-2.42% | Dec 2024 | Jan 2025 | 1 |
-1.44% | Aug 2025 | Sep 2025 | 1 |
-0.88% | Mar 2021 | Apr 2021 | 1 |