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-3.12%
This Month
-7.13%
Year To Date
+11.29%
2 Years
+18.54%
5 Years
+36.79%
10 Years
+6.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading19.3%
- 🧬 Health Technology16.94%
- 💇♀️ Consumer Services11.25%
- 💰 Finance11.15%
- 🪙 Cryptocurrencies10.37%
- 🛍️ Retail Trade6.72%
- 💻 Electronic Technology6.01%
- 💼 Commercial Services5.16%
- 🖥️ Technology Services4.19%
- 🛠️ Producer Manufacturing2.83%
- 🍞 Consumer Non Durables2.42%
- 🚗 Consumer Durables1.92%
- 🏥 Health Services1.71%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE51.58%
- 🇺🇸 Nasdaq28.57%
- 🌍 Digital Currency10.55%
- 🇩🇪 FRA4.09%
- 🇭🇰 Hong Kong Exchanges1.66%
- 🇬🇧 LSE0.59%
- 🇫🇷 Euronext Paris0.29%
- 🇳🇴 Oslo Stock Exchange0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.72%
- 🇨🇳 China6.41%
- 🇩🇪 Germany5.02%
- 🇮🇪 Ireland3.69%
- 🇨🇦 Canada2.88%
- 🇬🇧 United Kingdom2.67%
- 🇹🇼 Taiwan1.37%
- 🇭🇰 Hong Kong1.27%
- 🇮🇱 Israel0.88%
- 🇰🇷 South Korea0.34%
- 🇫🇷 France0.29%
- 🇳🇴 Norway0.25%
- 🇰🇾 Cayman Islands0.12%
Dividends
Dividend Yield
0.87%
11 out of 27 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.71%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-5.39
-5.39
-6
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-5.39
-5.39
-6
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.45
0.45
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.4
High:
AAPL
33.21AAPLLow:
JAZZ
-31.61JAZZDetails
PEG Ratio
53.84
High:AAPL
129.82AAPLLow:
NIO
-132.09NIODetails
Price/Book
3.87
High:AAPL
43.77AAPLLow:
VOW3.DE
0.28VOW3.DEDetails
Price/Sales
4.2
High:
VRDN
40.48VRDNLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
24.5
High:
MRNA
62.64MRNALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
41.42
High:
BABA
1,196.17BABALow:
S92.DE
4.12S92.DEDetails
P/E Ratio
23.4
High:AAPL
33.21AAPLLow:JAZZ
-31.61JAZZDetails
PEG Ratio
53.84
High:AAPL
129.82AAPLLow:NIO
-132.09NIODetails
Price/Book
3.87
High:AAPL
43.77AAPLLow:VOW3.DE
0.28VOW3.DEDetails
Price/Sales
4.2
High:VRDN
40.48VRDNLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
24.5
High:MRNA
62.64MRNALow:VOW3.DE
2.99VOW3.DEDetails
Price/FCF
41.42
High:BABA
1,196.17BABALow:S92.DE
4.12S92.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.86% | Nov 2021 | - | 53 |
-6.17% | Sep 2021 | Oct 2021 | 1 |
-3.01% | Jul 2021 | Aug 2021 | 1 |