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+1.65%
This Month
+3.41%
Year To Date
+18.48%
2 Years
+19.78%
5 Years
+19.78%
10 Years
+5.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading69.58%
- 💵 Cash16.12%
- ❓ Other4.11%
- 💰 Finance3.17%
- 💇♀️ Consumer Services2.1%
- 🖥️ Technology Services1.7%
- 🍞 Consumer Non Durables1.15%
- 💻 Electronic Technology1.08%
- 🛍️ Retail Trade0.93%
- 🪙 Cryptocurrencies0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE22.12%
- Regular Trading Hours - RTH11.48%
- 🇺🇸 Nasdaq2.09%
- 🌍 Digital Currency1.32%
- 🇺🇸 NYSE0.62%
- 🇫🇷 Euronext Paris0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States9.15%
- 🇨🇳 China0.93%
- 🇫🇷 France0.05%
Dividends
Dividend Yield
0.13%
8 out of 17 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NKE.RTH (3%)
Performance Metrics
Score 4/10
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.71
-1.71
-2
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-1.4
-1.4
-2
0.3
0.6
1
1
Calmar Ratio
1.98
1.98
0
0.3
0.6
2
2
Beta
0.22
0.22
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-1.71
-1.71
-2
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-1.4
-1.4
-2
0.3
0.6
1
1
Calmar Ratio
1.98
1.98
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
24.6
High:
NKE.RTH
33.48NKE.RTHLow:
SNOW
-38.43SNOWDetails
PEG Ratio
667.52
High:
TXN.RTH
1,759.9TXN.RTHLow:
GOOGL
80.05GOOGLDetails
Price/Book
5.68
High:SNOW
27.14SNOWLow:
MCD.RTH
-37.28MCD.RTHDetails
Price/Sales
5.66
High:SNOW
11.1SNOWLow:
BAC.RTH
1.78BAC.RTHDetails
Price/CF
16.41
High:SNOW
53.98SNOWLow:BAC.RTH
3.99BAC.RTHDetails
Price/FCF
30.67
High:MCD.RTH
144.98MCD.RTHLow:BAC.RTH
4.68BAC.RTHDetails
P/E Ratio
24.6
High:NKE.RTH
33.48NKE.RTHLow:SNOW
-38.43SNOWDetails
PEG Ratio
667.52
High:TXN.RTH
1,759.9TXN.RTHLow:GOOGL
80.05GOOGLDetails
Price/Book
5.68
High:SNOW
27.14SNOWLow:MCD.RTH
-37.28MCD.RTHDetails
Price/Sales
5.66
High:SNOW
11.1SNOWLow:BAC.RTH
1.78BAC.RTHDetails
Price/CF
16.41
High:SNOW
53.98SNOWLow:BAC.RTH
3.99BAC.RTHDetails
Price/FCF
30.67
High:MCD.RTH
144.98MCD.RTHLow:BAC.RTH
4.68BAC.RTHDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.06% | Feb 2023 | Feb 2024 | 12 |
-2.89% | Mar 2026 | - | 2 |
-2.46% | Feb 2025 | May 2025 | 3 |
-0.91% | Apr 2024 | Aug 2024 | 4 |
-0.13% | Oct 2024 | Nov 2024 | 1 |