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-0.11%
This Month
+4.85%
Year To Date
+54.41%
2 Years
+137.67%
5 Years
+180.25%
10 Years
+22.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.78%
- 💵 Cash13.95%
- 🪙 Cryptocurrencies6.7%
- 📊 ETFs4.78%
- 💰 Finance2.34%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE20.29%
- 🌍 Digital Currency18.86%
- 🇩🇪 Xetra ETFs16.58%
- 🇺🇸 Chicago Board Options Exchange4.91%
- 🇺🇸 NYSE3.9%
- 🇺🇸 Nasdaq2.73%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇩🇪 FRA0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States4.63%
- 🇨🇳 China0.25%
- 🇩🇪 Germany0.07%
- 🇬🇧 United Kingdom0%
Dividends
Dividend Yield
0.25%
3 out of 7 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $VSGX (2.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VSGX | 0.14% | 2.91% | - |
 ArokCrypto | 0.07% | 0.28% | - |
 Core-Dynamic | 0.05% | 0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 OXY (ArokCrypto) | Ex-Dividend | Sep 10, 2025 | $0.24 |
 NVDA (ArokCrypto) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 AMAT (ArokCrypto) | Pay Day | Sep 11, 2025 | $0.46 |
 NEM (ArokCrypto) | Pay Day | Sep 29, 2025 | $0.25 |
 MJ (ArokCrypto) | Pay Day | Sep 30, 2025 | $0.00 |
NVDA (ArokCrypto) | Pay Day | Oct 2, 2025 | $0.01 |
OXY (ArokCrypto) | Pay Day | Oct 15, 2025 | $0.24 |
 SMH (ArokCrypto) | Pay Day | Dec 24, 2025 | $0.00 |
 TAN (ArokCrypto) | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.6/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
4.27
4.27
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.75
0.75
0
0.5
1
1.5
1.5
Sortino Ratio
1.57
1.57
0
1
2
3
3
Jensen's Alpha
4.27
4.27
-2
0
2
5
5
Omega Ratio
1.29
1.29
0
1
1.5
2.5
2.5
Treynor Ratio
1.45
1.45
0
0.75
1.25
2
2
Information Ratio
0.32
0.32
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-17.81
High:
FTCHQ
-FTCHQLow:
LMND
-17.81LMNDDetails
PEG Ratio
-359.97
High:LMND
-359.97LMNDLow:LMND
-359.97LMNDDetails
Price/Book
7.04
High:LMND
7.04LMNDLow:FTCHQ
-FTCHQDetails
Price/Sales
7.53
High:LMND
7.53LMNDLow:FTCHQ
-FTCHQDetails
Price/CF
N/A
High:FTCHQ
331.51FTCHQLow:FTCHQ
331.51FTCHQDetails
Price/FCF
N/A
High:FTCHQ
562.53FTCHQLow:FTCHQ
562.53FTCHQDetails
P/E Ratio
-17.81
High:FTCHQ
-FTCHQLow:LMND
-17.81LMNDDetails
PEG Ratio
-359.97
High:LMND
-359.97LMNDLow:LMND
-359.97LMNDDetails
Price/Book
7.04
High:LMND
7.04LMNDLow:FTCHQ
-FTCHQDetails
Price/Sales
7.53
High:LMND
7.53LMNDLow:FTCHQ
-FTCHQDetails
Price/CF
N/A
High:FTCHQ
331.51FTCHQLow:FTCHQ
331.51FTCHQDetails
Price/FCF
N/A
High:FTCHQ
562.53FTCHQLow:FTCHQ
562.53FTCHQDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.55% | Nov 2021 | Feb 2024 | 27 |
-10.89% | Dec 2024 | - | 10 |
-7.49% | Apr 2024 | Nov 2024 | 7 |
-5.02% | Sep 2021 | Oct 2021 | 1 |
-4.41% | Sep 2020 | Nov 2020 | 2 |
-0.94% | May 2021 | Aug 2021 | 3 |