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+0.21%
Today
-3.47%
This Month
-11.3%
Year To Date
-13.04%
2 Years
+38.54%
5 Years
+5.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading85.14%
- 💰 Finance13.68%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.02%
- 🇺🇸 Nasdaq18.61%
- 🌍 Digital Currency3.59%
- 🇬🇧 LSE3.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.2%
- 🇬🇧 United Kingdom11.96%
- 🇰🇾 Cayman Islands3.46%
- 🇹🇼 Taiwan3.3%
Dividends
Dividend Yield
3.7%
2 out of 2 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $ORC (19.62%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ORC | Ex-Dividend | Apr 30, 2025 | $0.12 |
 JPM (rubymza) | Pay Day | Apr 30, 2025 | $1.40 |
 DELL (rubymza) | Pay Day | May 2, 2025 | $0.52 |
 C (rubymza) | Ex-Dividend | May 5, 2025 | $0.56 |
 PUK (rubymza) | Pay Day | May 14, 2025 | $0.33 |
 MSFT (rubymza) | Ex-Dividend | May 15, 2025 | $0.83 |
C (rubymza) | Pay Day | May 23, 2025 | $0.56 |
ORC | Pay Day | May 29, 2025 | $0.12 |
 GS (rubymza) | Ex-Dividend | May 30, 2025 | $3.00 |
 GOOG (rubymza) | Ex-Dividend | Jun 9, 2025 | $0.21 |
MSFT (rubymza) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (rubymza) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG (rubymza) | Pay Day | Jun 16, 2025 | $0.21 |
GS (rubymza) | Pay Day | Jun 27, 2025 | $3.00 |
TSM (rubymza) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 5.7/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
4.21
4.21
-2
0
2
5
5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
1.92
1.92
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.23
High:
ORC
18.23ORCLow:ORC
18.23ORCDetails
PEG Ratio
10.29
High:ORC
10.29ORCLow:ORC
10.29ORCDetails
Price/Book
0.92
High:ORC
0.92ORCLow:ORC
0.92ORCDetails
Price/Sales
2.61
High:ORC
2.61ORCLow:ORC
2.61ORCDetails
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
18.23
High:ORC
18.23ORCLow:ORC
18.23ORCDetails
PEG Ratio
10.29
High:ORC
10.29ORCLow:ORC
10.29ORCDetails
Price/Book
0.92
High:ORC
0.92ORCLow:ORC
0.92ORCDetails
Price/Sales
2.61
High:ORC
2.61ORCLow:ORC
2.61ORCDetails
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 |
-19.17% | Nov 2021 | - | 42 |
-18.13% | May 2021 | Aug 2021 | 3 |
-8.13% | Sep 2021 | Oct 2021 | 1 |
-2.47% | Sep 2020 | Nov 2020 | 2 |