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+0.68%
This Month
+0.68%
Year To Date
+33.63%
2 Years
+36.47%
5 Years
+118.94%
10 Years
+9.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash31.15%
- 👥 Copy Trading19.04%
- 🖥️ Technology Services11.1%
- 🧪 Process Industries7.92%
- 📊 ETFs5.88%
- 🛍️ Retail Trade5.81%
- 🪙 Cryptocurrencies5.72%
- 💼 Commercial Services2.78%
- 💻 Electronic Technology2.42%
- 🏥 Health Services2.14%
- 🧬 Health Technology2.01%
- 💰 Finance1.8%
- 🚗 Consumer Durables1.18%
- 🍞 Consumer Non Durables1.01%
- 📡 Communications0.18%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.47%
- 🇺🇸 Nasdaq21.74%
- 🇬🇧 LSE9.41%
- 🌍 Digital Currency5.88%
- 🇭🇰 Hong Kong Exchanges1.97%
- 🇩🇰 Copenhagen Stock Exchange1.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.68%
- 🇨🇳 China9.98%
- 🇩🇰 Denmark1.17%
- 🇹🇼 Taiwan0.64%
- 🇳🇱 Netherlands0.52%
- 🇮🇹 Italy0.35%
- 🇮🇱 Israel0.26%
- 🇨🇭 Switzerland0.22%
- 🇰🇷 South Korea0.22%
- 🇮🇪 Ireland0.11%
- 🇸🇬 Singapore0.09%
- 🇭🇰 Hong Kong0.08%
- 🇬🇧 United Kingdom0.02%
- 🇨🇦 Canada0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.55%
23 out of 67 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OC | 0.19% | 2.37% | $2.24 |
 WarrenBuffet-CF | 0.11% | 1.66% | - |
 UNH | 0.06% | 2.6% | $7.74 |
 JD.US | 0.04% | 3.42% | $0.74 |
 NOVO-B.CO | 0.04% | 3.06% | $9.4 |
 BLK | 0.02% | 1.93% | $20.2 |
 DividendGrowth | 0.02% | 2.26% | - |
 BABA | 0.02% | 0.62% | $0.98 |
 MSFT | 0.02% | 0.77% | $3 |
 ChinaTech | 0.02% | 0.92% | - |
 9618.HK | 0.01% | 3.44% | $2.97 |
 TSM | 0.01% | 0.81% | $1.74 |
 RACE | 0% | 1.04% | $2.64 |
 0700.HK | 0% | 0.75% | $3.4 |
 ASML | 0% | 0.47% | $5.57 |
 PYPL | 0% | 0.25% | - |
 SMSN.L | 0% | 0.85% | $23.68 |
 AAPL | 0% | 0.42% | $0.97 |
 META | 0% | 0.35% | $1 |
 V | 0% | 0.75% | $2.01 |
 BMNR | 0% | 0.04% | - |
 NVTKL.L | 0% | 109.46% | - |
 EBAY | -0.01% | -1.29% | $-1.04 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-2.02
-2.02
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.47
0.47
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-2.02
-2.02
-3
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.72
High:
PLTR
394.13PLTRLow:
TEAM
-167.7TEAMDetails
PEG Ratio
86.13
High:V
1,166.53VLow:TEAM
-314.34TEAMDetails
Price/Book
6.71
High:PLTR
60.95PLTRLow:
LUMN
-7LUMNDetails
Price/Sales
4.84
High:BMNR
1,279.61BMNRLow:JD.US
0.23JD.USDetails
Price/CF
22.82
High:
MSTR
7,511.07MSTRLow:LUMN
1.25LUMNDetails
Price/FCF
52.35
High:MSTR
1,187.5MSTRLow:LUMN
4.97LUMNDetails
P/E Ratio
29.72
High:PLTR
394.13PLTRLow:TEAM
-167.7TEAMDetails
PEG Ratio
86.13
High:V
1,166.53VLow:TEAM
-314.34TEAMDetails
Price/Book
6.71
High:PLTR
60.95PLTRLow:LUMN
-7LUMNDetails
Price/Sales
4.84
High:BMNR
1,279.61BMNRLow:JD.US
0.23JD.USDetails
Price/CF
22.82
High:MSTR
7,511.07MSTRLow:LUMN
1.25LUMNDetails
Price/FCF
52.35
High:MSTR
1,187.5MSTRLow:LUMN
4.97LUMNDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.83% | Nov 2021 | Sep 2024 | 34 |
-23.82% | Feb 2018 | Nov 2020 | 33 |
-6.56% | Dec 2024 | May 2025 | 5 |
-5.78% | Nov 2025 | - | 3 |
-5.45% | Sep 2021 | Oct 2021 | 1 |
-3% | May 2021 | Jun 2021 | 1 |
-2.75% | Mar 2021 | Apr 2021 | 1 |
-2.47% | Sep 2017 | Oct 2017 | 1 |
-1.05% | Oct 2024 | Nov 2024 | 1 |
-0.24% | Jul 2021 | Aug 2021 | 1 |