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-3.24%
This Month
-2.53%
Year To Date
+13.95%
2 Years
+5.41%
5 Years
+18.07%
10 Years
+3.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading27.32%
- 📊 ETFs24.57%
- 🧬 Health Technology24.47%
- 💵 Cash6.62%
- 💰 Finance4.88%
- 🛍️ Retail Trade3.1%
- 💻 Electronic Technology2.33%
- ⛏️ Energy Minerals2.16%
- 🚗 Consumer Durables1.37%
- 🖥️ Technology Services0.91%
- ⚡ Utilities0.61%
- 🧪 Process Industries0.61%
- 💇♀️ Consumer Services0.43%
- 🛠️ Producer Manufacturing0.24%
- 🪙 Cryptocurrencies0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE60.84%
- 🇺🇸 Nasdaq24.29%
- 🇬🇧 LSE4.91%
- 🇩🇪 FRA1.69%
- 🌍 Digital Currency0.68%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇩🇪 Xetra ETFs0.15%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.95%
- 🇮🇪 Ireland24.59%
- 🇩🇪 Germany1.69%
- 🇬🇧 United Kingdom1.54%
- 🇨🇳 China1.46%
- 🇹🇼 Taiwan0.91%
- 🇳🇱 Netherlands0.78%
- 🇮🇱 Israel0.68%
- 🇨🇦 Canada0.62%
- 🇲🇽 Mexico0.27%
- 🇸🇬 Singapore0.26%
- 🇺🇾 Uruguay0.24%
- 🇨🇭 Switzerland0.12%
- 🇿🇦 South Africa0.11%
- 🇩🇰 Denmark0.02%
Dividends
Dividend Yield
1.27%
12 out of 32 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $BXMT (9.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MDT.US | 0.64% | 2.97% | $2.77 |
 BXMT | 0.46% | 9.67% | $2.48 |
 OXY | 0.04% | 1.83% | $0.8 |
 AI-Revolution | 0.04% | 0.39% | - |
 StanleyDruck13F | 0.03% | 0.28% | - |
 LLY | 0.02% | 0.62% | $4.86 |
 NEE | 0.02% | 2.52% | $1.97 |
 FIS | 0.02% | 3.34% | $1.76 |
 RHM.DE | 0.01% | 0.5% | $5.7 |
 PHIA.NV | 0% | 3.24% | - |
 01211.HK | 0% | 1.56% | $3.41 |
 Momentum-LS | -0.01% | -0.27% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.7/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.49
-7.49
-8
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-1.27
-1.27
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-7.49
-7.49
-8
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-1.27
-1.27
-2
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.03
High:RHM.DE
86.26RHM.DELow:
CRCL
-193.87CRCLDetails
PEG Ratio
202.17
High:MDT.US
294.55MDT.USLow:
XPEV
-75.64XPEVDetails
Price/Book
4.1
High:LLY
35.73LLYLow:
EHTH
0.09EHTHDetails
Price/Sales
4.7
High:LLY
14.55LLYLow:EHTH
0.09EHTHDetails
Price/CF
21.33
High:RHM.DE
91.83RHM.DELow:
CHTR
1.67CHTRDetails
Price/FCF
98.73
High:RHM.DE
5,198.92RHM.DELow:CHTR
6.09CHTRDetails
P/E Ratio
29.03
High:RHM.DE
86.26RHM.DELow:CRCL
-193.87CRCLDetails
PEG Ratio
202.17
High:MDT.US
294.55MDT.USLow:XPEV
-75.64XPEVDetails
Price/Book
4.1
High:LLY
35.73LLYLow:EHTH
0.09EHTHDetails
Price/Sales
4.7
High:LLY
14.55LLYLow:EHTH
0.09EHTHDetails
Price/CF
21.33
High:RHM.DE
91.83RHM.DELow:CHTR
1.67CHTRDetails
Price/FCF
98.73
High:RHM.DE
5,198.92RHM.DELow:CHTR
6.09CHTRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.3% | Nov 2021 | Nov 2025 | 48 |
-4.77% | Sep 2021 | Oct 2021 | 1 |
-4.73% | Feb 2026 | - | 2 |
-4.18% | Mar 2021 | Jun 2021 | 3 |
-3.27% | Sep 2020 | Nov 2020 | 2 |
-2.89% | Jul 2021 | Aug 2021 | 1 |
-1.83% | Dec 2025 | Jan 2026 | 1 |