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+3.95%
This Month
+3.95%
Year To Date
+32.61%
2 Years
+50.56%
5 Years
+51.29%
10 Years
+6.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.92%
- 💰 Finance28.77%
- 💵 Cash0.38%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.48%
- 🇺🇸 NYSE47.29%
- 🇭🇰 Hong Kong Exchanges1.11%
- 🇬🇧 LSE0.86%
- 🇳🇱 Euronext Amsterdam0.84%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States85.73%
- 🇨🇳 China4.98%
- 🇹🇼 Taiwan1.9%
- 🇳🇱 Netherlands1.71%
- 🇬🇧 United Kingdom1.32%
- 🇰🇾 Cayman Islands1.02%
- 🇸🇬 Singapore0.62%
- 🇧🇷 Brazil0.56%
- 🇺🇾 Uruguay0.5%
- 🇭🇰 Hong Kong0.46%
- 🇯🇵 Japan0.4%
- 🇮🇪 Ireland0.38%
Dividends
Dividend Yield
1.9%
6 out of 6 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $EPR (6.81%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.6/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-2.09
-2.09
-3
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.45
0.45
0
1
2
3
3
Jensen's Alpha
-2.09
-2.09
-3
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.63
-0.63
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
13.33
High:
EPR
22.55EPRLow:
MAIN
10.65MAINDetails
PEG Ratio
113.53
High:MAIN
113.53MAINLow:MAIN
113.53MAINDetails
Price/Book
1.85
High:MAIN
1.96MAINLow:EPR
1.69EPRDetails
Price/Sales
7.42
High:MAIN
9.34MAINLow:EPR
5.56EPRDetails
Price/CF
14.23
High:MAIN
17.86MAINLow:EPR
10.69EPRDetails
Price/FCF
77.21
High:MAIN
309.85MAINLow:EPR
34.74EPRDetails
P/E Ratio
13.33
High:EPR
22.55EPRLow:MAIN
10.65MAINDetails
PEG Ratio
113.53
High:MAIN
113.53MAINLow:MAIN
113.53MAINDetails
Price/Book
1.85
High:MAIN
1.96MAINLow:EPR
1.69EPRDetails
Price/Sales
7.42
High:MAIN
9.34MAINLow:EPR
5.56EPRDetails
Price/CF
14.23
High:MAIN
17.86MAINLow:EPR
10.69EPRDetails
Price/FCF
77.21
High:MAIN
309.85MAINLow:EPR
34.74EPRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.35% | Feb 2022 | Mar 2024 | 25 |
-4.87% | Mar 2025 | Jun 2025 | 3 |
-4.56% | Dec 2024 | Feb 2025 | 2 |
-3.76% | Nov 2021 | Dec 2021 | 1 |
-3.16% | Oct 2020 | Nov 2020 | 1 |
-3.03% | Jul 2021 | Oct 2021 | 3 |
-2.56% | Apr 2024 | Jul 2024 | 3 |
-2.46% | Oct 2024 | Nov 2024 | 1 |
-0.75% | Jan 2021 | Feb 2021 | 1 |
-0.4% | Nov 2025 | Jan 2026 | 2 |
-0.13% | May 2021 | Jun 2021 | 1 |