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-1.34%
This Month
-3.96%
Year To Date
+17.18%
2 Years
+27.54%
5 Years
+108.86%
10 Years
+9.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash39.03%
- 👥 Copy Trading17.91%
- 🖥️ Technology Services9.04%
- 🧪 Process Industries6.94%
- 📊 ETFs5.72%
- 🪙 Cryptocurrencies4.55%
- 💼 Commercial Services3.61%
- 💰 Finance3.37%
- 🏥 Health Services2.19%
- 🛍️ Retail Trade1.88%
- 🚗 Consumer Durables0.97%
- 💻 Electronic Technology0.91%
- 🌾 Commodities0.62%
- 🧬 Health Technology0.41%
- 📡 Communications0.14%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq19.62%
- 🇺🇸 NYSE17.78%
- 🇬🇧 LSE8.96%
- 🌍 Digital Currency4.69%
- 🇭🇰 Hong Kong Exchanges1.72%
- 🌍 Commodity0.62%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.32%
- 🇨🇳 China3.57%
- 🇮🇹 Italy0.35%
- 🇨🇭 Switzerland0.27%
- 🇮🇱 Israel0.24%
- 🇮🇪 Ireland0.09%
- 🇭🇰 Hong Kong0.09%
- 🇸🇬 Singapore0.08%
- 🇨🇦 Canada0.03%
- 🇬🇧 United Kingdom0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.48%
17 out of 60 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 | 0.18% | 2.53% | $2.24 |
 WarrenBuffet-CF | 0.11% | 1.7% | - |
 UNH | 0.06% | 3.04% | $7.74 |
 JD.US | 0.05% | 3.93% | $0.74 |
 BLK | 0.02% | 2.05% | $20.2 |
 DividendGrowth | 0.02% | 2.18% | - |
 ChinaTech | 0.02% | 1.08% | - |
 9618.HK | 0.01% | 4% | $2.97 |
 PYPL | 0.01% | 0.6% | - |
 CRM | 0.01% | 0.87% | $0.4 |
 RACE | 0% | 1.16% | $2.64 |
 0700.HK | 0% | 0.9% | $3.4 |
 AAPL | 0% | 0.4% | $0.97 |
 META | 0% | 0.32% | $1 |
 V | 0% | 0.78% | $2.01 |
 BMNR | 0% | 0.05% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.7/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.34
-2.34
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.44
0.44
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.34
-2.34
-3
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
0.71
0.71
0
0.75
1.25
2
2
Information Ratio
-0.32
-0.32
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.31
High:
AMD
76.4AMDLow:
ZS
-365.75ZSDetails
PEG Ratio
50.12
High:V
564.33VLow:
TEAM
-232.81TEAMDetails
Price/Book
5.78
High:AAPL
43.77AAPLLow:
LUMN
-6.39LUMNDetails
Price/Sales
2.78
High:BMNR
956.99BMNRLow:
MOH
0.17MOHDetails
Price/CF
19.44
High:
MSTR
7,511.07MSTRLow:LUMN
1.63LUMNDetails
Price/FCF
37.12
High:MSTR
1,187.5MSTRLow:
FISV
8.31FISVDetails
P/E Ratio
30.31
High:AMD
76.4AMDLow:ZS
-365.75ZSDetails
PEG Ratio
50.12
High:V
564.33VLow:TEAM
-232.81TEAMDetails
Price/Book
5.78
High:AAPL
43.77AAPLLow:LUMN
-6.39LUMNDetails
Price/Sales
2.78
High:BMNR
956.99BMNRLow:MOH
0.17MOHDetails
Price/CF
19.44
High:MSTR
7,511.07MSTRLow:LUMN
1.63LUMNDetails
Price/FCF
37.12
High:MSTR
1,187.5MSTRLow:FISV
8.31FISVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.83% | Nov 2021 | Sep 2024 | 34 |
-23.82% | Feb 2018 | Nov 2020 | 33 |
-9.5% | Nov 2025 | - | 5 |
-6.56% | Dec 2024 | May 2025 | 5 |
-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 |