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+0.65%
Today
+1.42%
This Month
+4.35%
Year To Date
+3.79%
2 Years
+57.27%
5 Years
+7.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading76.44%
- 💰 Finance11.2%
- 💵 Cash1.64%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45%
- 🇺🇸 Nasdaq24.31%
- 🇬🇧 LSE9.97%
- 🌍 Digital Currency3.67%
- 🇩🇪 FRA3.64%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.2%
- 🇬🇧 United Kingdom13.51%
- 🇩🇪 Germany3.64%
- 🇮🇱 Israel1.57%
Dividends
Dividend Yield
3.01%
2 out of 2 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $ORC (20.49%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 GE (rubymza) | Pay Day | Jul 25, 2025 | $0.36 |
 ORC | Ex-Dividend | Jul 31, 2025 | $0.12 |
 JPM (rubymza) | Pay Day | Jul 31, 2025 | $1.40 |
 C (rubymza) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 RTX (rubymza) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 MSFT (rubymza) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (rubymza) | Pay Day | Aug 22, 2025 | $0.60 |
ORC | Pay Day | Aug 28, 2025 | $0.12 |
RTX (rubymza) | Pay Day | Sep 4, 2025 | $0.68 |
MSFT (rubymza) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 5.7/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
4.54
4.54
-2
0
2
5
5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
4.54
4.54
-2
0
2
5
5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.97
1.97
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.43
High:
ORC
17.43ORCLow:ORC
17.43ORCDetails
PEG Ratio
9.84
High:ORC
9.84ORCLow:ORC
9.84ORCDetails
Price/Book
0.88
High:ORC
0.88ORCLow:ORC
0.88ORCDetails
Price/Sales
2.49
High:ORC
2.49ORCLow:ORC
2.49ORCDetails
Price/CF
14.99
High:ORC
14.99ORCLow:ORC
14.99ORCDetails
Price/FCF
9.86
High:ORC
9.86ORCLow:ORC
9.86ORCDetails
P/E Ratio
17.43
High:ORC
17.43ORCLow:ORC
17.43ORCDetails
PEG Ratio
9.84
High:ORC
9.84ORCLow:ORC
9.84ORCDetails
Price/Book
0.88
High:ORC
0.88ORCLow:ORC
0.88ORCDetails
Price/Sales
2.49
High:ORC
2.49ORCLow:ORC
2.49ORCDetails
Price/CF
14.99
High:ORC
14.99ORCLow:ORC
14.99ORCDetails
Price/FCF
9.86
High:ORC
9.86ORCLow:ORC
9.86ORCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-63.83% | Jul 2013 | Jul 2020 | 84 |
-19.51% | Nov 2021 | - | 45 |
-18.13% | May 2021 | Aug 2021 | 3 |
-8.13% | Sep 2021 | Oct 2021 | 1 |
-2.47% | Sep 2020 | Nov 2020 | 2 |