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+7.74%
This Month
+14.38%
Year To Date
+39.58%
2 Years
+34.27%
5 Years
-29.08%
10 Years
-3.58%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.02%
- 📊 ETFs39.43%
- 💰 Finance7.92%
- 🪙 Cryptocurrencies5.85%
- 🪨 Non Energy Minerals2.23%
- 🍞 Consumer Non Durables0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.84%
- 🇬🇧 LSE10.02%
- 🇺🇸 Nasdaq9.32%
- 🌍 Digital Currency5.93%
- 🇫🇷 Euronext Paris4.19%
- 🇳🇱 Euronext Amsterdam2.59%
- 🇩🇪 FRA1.48%
- 🇩🇪 Xetra ETFs1.23%
- 🌍 FX0.82%
- 🇺🇸 Chicago Board Options Exchange0.38%
- 🌍 Commodity0.25%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇩🇰 Copenhagen Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States17.46%
- 🇬🇧 United Kingdom5.44%
- 🇨🇦 Canada3.44%
- 🇫🇷 France2.6%
- 🇳🇱 Netherlands2.59%
- 🇩🇪 Germany1.48%
- 🇮🇱 Israel1.17%
- 🇨🇳 China0.8%
- 🇧🇷 Brazil0.5%
- 🇦🇺 Australia0.37%
- 🇯🇵 Japan0.35%
- 🇸🇬 Singapore0.33%
- 🇸🇪 Sweden0.17%
- 🇰🇿 Kazakhstan0.16%
- 🇱🇺 Luxembourg0.13%
- 🇩🇰 Denmark0.03%
Dividends
Dividend Yield
0.76%
8 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: mick_repo (4.42%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-9.81
-9.81
-10
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.09
-0.09
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-9.81
-9.81
-10
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-0.53
-0.53
-1
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.49
High:
SCCO
46.67SCCOLow:
BRK.B
15.8BRK.BDetails
PEG Ratio
324.69
High:
BX
455.67BXLow:SCCO
182.94SCCODetails
Price/Book
2.53
High:SCCO
17.01SCCOLow:BRK.B
1.53BRK.BDetails
Price/Sales
4.39
High:SCCO
14.6SCCOLow:
BN.PA
1.71BN.PADetails
Price/CF
31.35
High:BX
61.93BXLow:BN.PA
11.62BN.PADetails
Price/FCF
79.73
High:
BLK
262.72BLKLow:BN.PA
30BN.PADetails
P/E Ratio
22.49
High:SCCO
46.67SCCOLow:BRK.B
15.8BRK.BDetails
PEG Ratio
324.69
High:BX
455.67BXLow:SCCO
182.94SCCODetails
Price/Book
2.53
High:SCCO
17.01SCCOLow:BRK.B
1.53BRK.BDetails
Price/Sales
4.39
High:SCCO
14.6SCCOLow:BN.PA
1.71BN.PADetails
Price/CF
31.35
High:BX
61.93BXLow:BN.PA
11.62BN.PADetails
Price/FCF
79.73
High:BLK
262.72BLKLow:BN.PA
30BN.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-81.98% | Jan 2018 | - | 99 |
-4.85% | Oct 2017 | Nov 2017 | 1 |