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+1.06%
This Month
-0.68%
Year To Date
+1.62%
2 Years
-65.63%
5 Years
-81.44%
10 Years
-27.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.91%
- 🪙 Cryptocurrencies10.77%
- 💻 Electronic Technology9.9%
- 🚗 Consumer Durables8.29%
- 💰 Finance5.77%
- 🍞 Consumer Non Durables4.84%
- 🖥️ Technology Services4.24%
- 🛍️ Retail Trade3.05%
- 💇♀️ Consumer Services2.93%
- 💼 Commercial Services2.64%
- 💵 Cash2.56%
- 🧬 Health Technology2.33%
- 🧪 Process Industries2.15%
- 🚚 Transportation2.05%
- 🛠️ Producer Manufacturing1.98%
- 📊 ETFs1.71%
- 🌾 Commodities1.52%
- 🪨 Non Energy Minerals1.5%
- ⚡ Utilities0.88%
- ⛏️ Energy Minerals0.81%
- 🏥 Health Services0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.3%
- 🇺🇸 Nasdaq18.07%
- 🇩🇪 FRA16.37%
- 🌍 Digital Currency11.56%
- 🇬🇧 LSE5.72%
- 🇳🇴 Oslo Stock Exchange4.08%
- 🇭🇰 Hong Kong Exchanges3.95%
- 🇫🇷 Euronext Paris3.64%
- 🌍 Commodity1.52%
- 🇦🇺 Sydney1.29%
- 🌍 FX1.06%
- 🇨🇭 SIX0.73%
- 🇩🇰 Copenhagen Stock Exchange0.54%
- 🇸🇦 Tadawul0.26%
- Abu Dhabi0.23%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇸🇪 Stockholm Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.68%
- 🇩🇪 Germany16.37%
- 🇬🇧 United Kingdom4.58%
- 🇳🇴 Norway4.08%
- 🇨🇳 China3.89%
- 🇫🇷 France3.64%
- 🇬🇷 Greece3.52%
- 🇰🇷 South Korea2.21%
- 🇧🇲 Bermuda1.87%
- 🇮🇱 Israel1.71%
- 🇧🇷 Brazil1.41%
- 🇦🇺 Australia1.29%
- 🇭🇰 Hong Kong0.81%
- 🇯🇵 Japan0.81%
- 🇨🇭 Switzerland0.73%
- 🇸🇬 Singapore0.65%
- 🇩🇰 Denmark0.54%
- 🇸🇦 Saudi Arabia0.26%
- 🇨🇦 Canada0.18%
- 🇳🇱 Netherlands0.11%
- 🇸🇪 Sweden0.03%
- 🇬🇮 Gibraltar0.03%
Dividends
Dividend Yield
2.72%
51 out of 111 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $IIPR (14.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.57% | 5.42% | - |
 VOW3.DE | 0.2% | 6.01% | $9.06 |
 MBG.DE | 0.16% | 7.05% | $5.3 |
 C | 0.06% | 2.16% | $2.12 |
 LHA.DE | 0.05% | 3.66% | $0.3 |
 TEP.L | 0.05% | 6.77% | $0.82 |
 DTG.DE | 0.04% | 5.08% | $1.9 |
 RIO.L | 0.04% | 5.17% | $3.41 |
 CIVI | 0.04% | 6.57% | $2 |
 MCHP | 0.03% | 2.81% | $1.75 |
 NESN.ZU | 0.03% | 3.87% | $3 |
 SMSN.L | 0.03% | 1.18% | $23.68 |
 LMT | 0.03% | 2.98% | $12.45 |
 BAS.DE | 0.02% | 5.19% | $3.4 |
 PAH3.DE | 0.02% | 4.75% | $2.56 |
 NKE | 0.02% | 2.46% | $1.45 |
 DIS | 0.02% | 0.95% | $0.75 |
 P911.DE | 0.02% | 4.83% | $2.31 |
 SUZ | 0.02% | 2.85% | $0.2 |
 ALV.DE | 0.02% | 4.2% | $13.8 |
 IIPR | 0.02% | 14.94% | $7.34 |
 MC.PA | 0.02% | 2.07% | $13 |
 HNR1.DE | 0.02% | 3.59% | $7.2 |
 CDI.PA | 0.01% | 2.32% | $13 |
 PFE | 0.01% | 6.71% | $1.66 |
 THO | 0.01% | 1.98% | $1.89 |
 SHA0.DE | 0.01% | 3.28% | $0.45 |
 SIG | 0.01% | 1.51% | $1.04 |
 ADS.DE | 0.01% | 1.21% | $0.7 |
 BLK | 0.01% | 1.95% | $20.2 |
 SIE.DE | 0.01% | 2.23% | $4.7 |
 ROCKB.CO | 0.01% | 2.89% | $43 |
 LIN | 0.01% | 1.49% | $5.33 |
 PG | 0.01% | 2.88% | $3.83 |
 MMM | 0.01% | 1.73% | $5.21 |
 V | 0.01% | 0.75% | $2.01 |
 HEI.DE | 0.01% | 1.51% | $3 |
 RHM.DE | 0.01% | 0.53% | $5.7 |
 EL | 0.01% | 1.36% | $2.64 |
 SRT.DE | 0.01% | 0.37% | $0.73 |
 PYPL | 0% | 0.23% | - |
 SDF.DE | 0% | 1.25% | $0.7 |
 JD.L | 0% | 1.22% | $0.01 |
 SONY | 0% | 0.37% | $0.49 |
 AAPL | 0% | 0.37% | $0.97 |
 MSFT | 0% | 0.72% | $3 |
 EA | 0% | 0.38% | $0.76 |
 GOOG | 0% | 0.26% | $0.2 |
 MU | 0% | 0.2% | $0.46 |
 NIBEB.ST | 0% | 0.83% | $0.65 |
 NVDA | 0% | 0.02% | $0.02 |
Performance Metrics
Score 2.3/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.93
-0.93
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.08
-1.08
-2
1
2
3
3
Jensen's Alpha
-33.31
-33.31
-34
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-3.04
-3.04
-4
0.75
1.25
2
2
Information Ratio
-1.59
-1.59
-2
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.93
-0.93
-1
0.5
1
1.5
1.5
Sortino Ratio
-1.08
-1.08
-2
1
2
3
3
Jensen's Alpha
-33.31
-33.31
-34
0
2
4.5
4.5
Omega Ratio
0.21
0.21
0
1
1.5
2.5
2.5
Treynor Ratio
-3.04
-3.04
-4
0.75
1.25
2
2
Information Ratio
-1.59
-1.59
-2
0.3
0.6
1
1
Calmar Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.58
High:
INTC
3,820.75INTCLow:
MCHP
-143.31MCHPDetails
PEG Ratio
197.2
High:INTC
3,806.39INTCLow:
NIO
-92.27NIODetails
Price/Book
4.56
High:
AAPL
56.24AAPLLow:
BA
-18.58BADetails
Price/Sales
3.32
High:
NVDA
23.99NVDALow:
EVOK.L
0.06EVOK.LDetails
Price/CF
16.18
High:
DDD
462.65DDDLow:
AF.PA
0.76AF.PADetails
Price/FCF
39.09
High:
RHM.DE
5,198.92RHM.DELow:EVOK.L
2.8EVOK.LDetails
P/E Ratio
30.58
High:INTC
3,820.75INTCLow:MCHP
-143.31MCHPDetails
PEG Ratio
197.2
High:INTC
3,806.39INTCLow:NIO
-92.27NIODetails
Price/Book
4.56
High:AAPL
56.24AAPLLow:BA
-18.58BADetails
Price/Sales
3.32
High:NVDA
23.99NVDALow:EVOK.L
0.06EVOK.LDetails
Price/CF
16.18
High:DDD
462.65DDDLow:AF.PA
0.76AF.PADetails
Price/FCF
39.09
High:RHM.DE
5,198.92RHM.DELow:EVOK.L
2.8EVOK.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-77.47% | Jun 2020 | - | 67 |