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-2.23%
This Month
+4.93%
Year To Date
+12.52%
2 Years
-9.1%
5 Years
-9.1%
10 Years
-2.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.73%
- 🧬 Health Technology13.79%
- 🖥️ Technology Services10.9%
- 🍞 Consumer Non Durables6.12%
- ⛏️ Energy Minerals5.81%
- 🛍️ Retail Trade5.19%
- 🚗 Consumer Durables4.18%
- 💵 Cash1.93%
- 💰 Finance1.75%
- ⚡ Utilities1.34%
- 🪨 Non Energy Minerals0.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.66%
- 🇺🇸 NYSE34.6%
- 🇩🇪 FRA5.99%
- 🇬🇧 LSE4.79%
- 🌍 Commodity2.53%
- 🇭🇰 Hong Kong Exchanges2.41%
- 🇮🇹 Borsa Italiana1.63%
- 🇨🇭 SIX1.44%
- 🌍 Digital Currency1.35%
- 🇳🇴 Oslo Stock Exchange0.97%
- 🇫🇷 Euronext Paris0.71%
- 🇩🇰 Copenhagen Stock Exchange0.4%
- 🇸🇦 Tadawul0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.38%
- 🇬🇧 United Kingdom6.05%
- 🇩🇪 Germany5.99%
- 🇨🇳 China3.99%
- 🇨🇦 Canada3.29%
- 🇧🇷 Brazil2.52%
- 🇮🇹 Italy1.87%
- 🇨🇭 Switzerland1.44%
- 🇩🇰 Denmark1.37%
- 🇳🇴 Norway1.2%
- 🇮🇱 Israel0.81%
- 🇫🇷 France0.71%
- 🇭🇰 Hong Kong0.5%
- 🇱🇺 Luxembourg0.39%
- 🇨🇴 Colombia0.35%
- 🇮🇪 Ireland0.32%
- 🇿🇦 South Africa0.29%
- 🇸🇬 Singapore0.25%
- 🇦🇺 Australia0.19%
- 🇸🇦 Saudi Arabia0.17%
- 🇳🇱 Netherlands0.13%
Dividends
Dividend Yield
2.5%
29 out of 40 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PRGO (9.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.74% | 2.73% | - |
 LucaMeier | 0.41% | 1.92% | - |
 VOW3.DE | 0.28% | 6.71% | $9.06 |
 PFE | 0.27% | 6.48% | $1.66 |
 PBR.A | 0.12% | 7.19% | $2.21 |
 MO | 0.08% | 6.19% | $3.92 |
 ENEL.MI | 0.07% | 5.04% | $0.43 |
 TGT | 0.06% | 3.81% | $4.42 |
 CNQ | 0.06% | 3.82% | $1.48 |
 CVX | 0.05% | 3.71% | $6.28 |
 KO | 0.05% | 2.64% | $1.89 |
 PEP | 0.04% | 3.49% | $5.15 |
 NVO | 0.03% | 3.45% | $0.98 |
 STAG | 0.03% | 3.81% | $1.47 |
 ALLY | 0.03% | 2.97% | $1.2 |
 NESN.ZU | 0.02% | 3.83% | $3 |
 OXY | 0.02% | 1.83% | $0.8 |
 PG | 0.02% | 2.69% | $3.83 |
 AZN.L | 0.02% | 1.56% | $2.28 |
 PRGO | 0.01% | 9.92% | $1.1 |
 UL.US | 0.01% | 3.33% | $1.82 |
 MSFT | 0.01% | 0.86% | $3 |
 WMT | 0.01% | 0.78% | $0.81 |
 GOOGL | 0.01% | 0.28% | $0.2 |
 VALT.L | 0.01% | 2.98% | - |
 LLY | 0.01% | 0.62% | $4.86 |
 COST | 0.01% | 0.52% | $19.22 |
 META | 0% | 0.32% | $1 |
 BAYN.DE | 0% | 0.3% | $0.11 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-10.87
-10.87
-11
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.36
-0.36
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-10.87
-10.87
-11
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
-0.36
-0.36
-1
0.75
1.25
2
2
Information Ratio
-0.85
-0.85
-1
0.3
0.6
1
1
Calmar Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.45
High:
RDDT
55.34RDDTLow:BAYN.DE
-185.61BAYN.DEDetails
PEG Ratio
321.81
High:
ALGN
5,235.85ALGNLow:BAYN.DE
-239.48BAYN.DEDetails
Price/Book
5.89
High:LLY
35.73LLYLow:MO
-32.57MODetails
Price/Sales
3.9
High:LLY
14.55LLYLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.57
High:RDDT
67.52RDDTLow:PBR.A
2.33PBR.ADetails
Price/FCF
68.52
High:PEP
5,797.72PEPLow:
MITK
8.22MITKDetails
P/E Ratio
27.45
High:RDDT
55.34RDDTLow:BAYN.DE
-185.61BAYN.DEDetails
PEG Ratio
321.81
High:ALGN
5,235.85ALGNLow:BAYN.DE
-239.48BAYN.DEDetails
Price/Book
5.89
High:LLY
35.73LLYLow:MO
-32.57MODetails
Price/Sales
3.9
High:LLY
14.55LLYLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
18.57
High:RDDT
67.52RDDTLow:PBR.A
2.33PBR.ADetails
Price/FCF
68.52
High:PEP
5,797.72PEPLow:MITK
8.22MITKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.7% | May 2022 | - | 47 |