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-1.58%
This Month
-0.15%
Year To Date
+22.38%
2 Years
+34.84%
5 Years
+56.13%
10 Years
+8.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.99%
- 💵 Cash18.2%
- 🪙 Cryptocurrencies14.46%
- 🧬 Health Technology9.68%
- 🍞 Consumer Non Durables7.92%
- 🛍️ Retail Trade5.74%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.24%
- 🇺🇸 Nasdaq18.74%
- 🇬🇧 LSE16.56%
- 🌍 Digital Currency14.46%
- 🇩🇪 FRA1.8%
- 🇭🇰 Hong Kong Exchanges1.16%
- 🇩🇪 Xetra ETFs0.43%
- 🇳🇱 Euronext Amsterdam0.39%
- 🇫🇷 Euronext Paris0.34%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- Regular Trading Hours - RTH0.14%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇪🇸 Bolsa De Madrid0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.63%
- 🇨🇳 China7.98%
- 🇬🇧 United Kingdom5.32%
- 🇩🇪 Germany1.64%
- 🇰🇷 South Korea1.42%
- 🇮🇱 Israel0.78%
- 🇳🇱 Netherlands0.69%
- 🇹🇼 Taiwan0.66%
- 🇰🇾 Cayman Islands0.55%
- 🇲🇽 Mexico0.34%
- 🇸🇬 Singapore0.32%
- 🇨🇦 Canada0.31%
- 🇺🇾 Uruguay0.31%
- 🇩🇰 Denmark0.22%
- 🇦🇹 Austria0.16%
- 🇨🇭 Switzerland0.15%
- 🇫🇷 France0.11%
- 🇸🇪 Sweden0.1%
- 🇧🇪 Belgium0.08%
- 🇪🇸 Spain0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.35%
5 out of 8 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $KHC (6.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.63% | 6.48% | $1.66 |
 KHC | 0.53% | 6.66% | $1.6 |
 Smudliczek | 0.11% | 0.77% | - |
 BABA | 0.05% | 0.79% | $0.98 |
 StanleyDruck13F | 0.04% | 0.28% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.65
0.65
0
1
2
3
3
Jensen's Alpha
-1.74
-1.74
-2
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.26
High:PFE
19.64PFELow:KHC
-4.87KHCDetails
PEG Ratio
35.01
High:BABA
35.01BABALow:BABA
35.01BABADetails
Price/Book
1.7
High:BABA
2.06BABALow:KHC
0.68KHCDetails
Price/Sales
2.19
High:PFE
2.42PFELow:KHC
1.14KHCDetails
Price/CF
14.94
High:BABA
23.87BABALow:KHC
6.42KHCDetails
Price/FCF
151.26
High:BABA
1,196.17BABALow:KHC
16.25KHCDetails
P/E Ratio
27.26
High:PFE
19.64PFELow:KHC
-4.87KHCDetails
PEG Ratio
35.01
High:BABA
35.01BABALow:BABA
35.01BABADetails
Price/Book
1.7
High:BABA
2.06BABALow:KHC
0.68KHCDetails
Price/Sales
2.19
High:PFE
2.42PFELow:KHC
1.14KHCDetails
Price/CF
14.94
High:BABA
23.87BABALow:KHC
6.42KHCDetails
Price/FCF
151.26
High:BABA
1,196.17BABALow:KHC
16.25KHCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.49% | Nov 2021 | Oct 2024 | 35 |
-5.67% | Oct 2025 | - | 6 |
-5.01% | Jan 2021 | Feb 2021 | 1 |
-4.74% | Dec 2024 | May 2025 | 5 |
-1.92% | Sep 2021 | Oct 2021 | 1 |
-0.69% | May 2021 | Jun 2021 | 1 |