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-0.58%
This Month
+8.1%
Year To Date
+25.49%
2 Years
+36.42%
5 Years
+135.07%
10 Years
+9.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.91%
- 👥 Copy Trading23.32%
- 🖥️ Technology Services10.52%
- 🧪 Process Industries7.13%
- 🧩 Miscellaneous5.28%
- 💼 Commercial Services5.2%
- 🪙 Cryptocurrencies4.96%
- 🛍️ Retail Trade3.01%
- 🧬 Health Technology2.63%
- 🚗 Consumer Durables2.44%
- 💻 Electronic Technology2.29%
- 💰 Finance1.44%
- 🏥 Health Services1.28%
- 🍞 Consumer Non Durables1.12%
- 📊 ETFs0.9%
- 📡 Communications0.13%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.08%
- 🇺🇸 Nasdaq21.9%
- 🇬🇧 LSE9.35%
- 🌍 Digital Currency5.03%
- 🇭🇰 Hong Kong Exchanges2.7%
- 🇩🇪 Xetra ETFs2.61%
- 🇩🇪 FRA0.99%
- 🇫🇷 Euronext Paris0.74%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.87%
- 🇨🇳 China7.3%
- 🇨🇦 Canada1.55%
- 🇩🇪 Germany0.99%
- 🇭🇰 Hong Kong0.36%
- 🇮🇱 Israel0.24%
- 🇨🇭 Switzerland0.24%
- 🇸🇬 Singapore0.14%
- 🇮🇪 Ireland0.08%
- 🇬🇧 United Kingdom0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.51%
25 out of 73 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 | 0.13% | 2.21% | $2.24 |
 WarrenBuffet-CF | 0.08% | 1.34% | - |
 FMC | 0.05% | 6.32% | $2.32 |
 JD.US | 0.04% | 3.47% | $0.74 |
 ChinaTech | 0.03% | 1.2% | - |
 UNH | 0.03% | 2.25% | $7.74 |
 BLK | 0.02% | 1.95% | $20.2 |
 ZTS | 0.02% | 2.76% | $1.67 |
 DividendGrowth | 0.02% | 2.22% | - |
 BABA | 0.02% | 0.91% | $0.98 |
 NKE | 0.01% | 4.24% | $1.45 |
 ROL | 0.01% | 1.99% | $0.58 |
 SAP.DE | 0.01% | 1.35% | $2.2 |
 PYPL | 0.01% | 0.76% | - |
 6690.HK | 0.01% | 6.11% | - |
 9618.HK | 0.01% | 3.55% | $2.97 |
 CRM | 0.01% | 0.66% | $0.4 |
 0700.HK | 0% | 1.2% | $3.4 |
 CE | 0% | 0.27% | $2.8 |
 V | 0% | 0.69% | $2.01 |
 AAPL | 0% | 0.33% | $0.97 |
 BMNR | 0% | 0.04% | - |
 BAYN.DE | 0% | 0.23% | $0.11 |
 ISF.L | 0% | 0.03% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-1.81
-1.81
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.76
0.76
0
1
2
3
3
Jensen's Alpha
-1.81
-1.81
-2
0
2
4.5
4.5
Omega Ratio
0.79
0.79
0
1
1.5
2.5
2.5
Treynor Ratio
0.78
0.78
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
38.65
High:
CSGP
470.81CSGPLow:
ZS
-286.09ZSDetails
PEG Ratio
68.47
High:ROL
366.64ROLLow:
TEAM
-215.74TEAMDetails
Price/Book
5.35
High:AAPL
43.48AAPLLow:
LUMN
-5.26LUMNDetails
Price/Sales
3.14
High:
RGTI
553.93RGTILow:9618.HK
0.219618.HKDetails
Price/CF
20.63
High:
MSTR
7,511.07MSTRLow:LUMN
1.4LUMNDetails
Price/FCF
31.24
High:BABA
1,196.17BABALow:
FISV
7.16FISVDetails
P/E Ratio
38.65
High:CSGP
470.81CSGPLow:ZS
-286.09ZSDetails
PEG Ratio
68.47
High:ROL
366.64ROLLow:TEAM
-215.74TEAMDetails
Price/Book
5.35
High:AAPL
43.48AAPLLow:LUMN
-5.26LUMNDetails
Price/Sales
3.14
High:RGTI
553.93RGTILow:9618.HK
0.219618.HKDetails
Price/CF
20.63
High:MSTR
7,511.07MSTRLow:LUMN
1.4LUMNDetails
Price/FCF
31.24
High:BABA
1,196.17BABALow:FISV
7.16FISVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.83% | Nov 2021 | Sep 2024 | 34 |
-23.82% | Feb 2018 | Nov 2020 | 33 |
-11.14% | Nov 2025 | Aug 2026 | 9 |
-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 |
-0.58% | Sep 2026 | - | 1 |
-0.24% | Jul 2021 | Aug 2021 | 1 |