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+5.79%
This Month
-4.1%
Year To Date
+30.72%
2 Years
+19%
5 Years
-44.74%
10 Years
-50.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies24.51%
- 🖥️ Technology Services15.38%
- 💰 Finance11.74%
- 💵 Cash7.02%
- 🏭 Industrial Services6.88%
- ⚡ Utilities3.77%
- 🛍️ Retail Trade3.59%
- 🚚 Transportation3.43%
- 🍞 Consumer Non Durables2.98%
- 💻 Electronic Technology2.67%
- 💼 Commercial Services2.63%
- 🧪 Process Industries2.54%
- 💇♀️ Consumer Services2.52%
- 👥 Copy Trading2.12%
- 📡 Communications1.33%
- ❓ Other1.13%
- 🧬 Health Technology0.91%
- 📦 Distribution Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.79%
- 🌍 Digital Currency24.51%
- 🇺🇸 Nasdaq19.92%
- 🇩🇪 FRA15.49%
- 🇭🇰 Hong Kong Exchanges1.96%
- 🇬🇧 LSE0.9%
- 🇫🇷 Euronext Paris0.63%
- Regular Trading Hours - RTH0.04%
- 🇺🇸 OTC Markets Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.74%
- 🇩🇪 Germany15.49%
- 🇨🇳 China3.65%
- 🇬🇧 United Kingdom0.9%
- 🇫🇷 France0.63%
- 🇨🇦 Canada0.13%
- 🇮🇱 Israel0.04%
Dividends
Dividend Yield
1.2%
23 out of 48 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GIS (6.55%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.2% | 4.97% | $3.09 |
 VNA.DE | 0.13% | 5.93% | $0.9 |
 LHA.DE | 0.11% | 3.74% | $0.3 |
 WM | 0.1% | 1.54% | $2.9 |
 GIS | 0.07% | 6.55% | $2.36 |
 MCD | 0.07% | 2.78% | $6.53 |
 HEN3.DE | 0.07% | 2.75% | $1.85 |
 JD.US | 0.05% | 3.25% | $0.74 |
 KMB | 0.05% | 4.68% | $4.8 |
 DTE.DE | 0.05% | 3.69% | $0.77 |
 SAP.DE | 0.05% | 1.85% | $2.2 |
 SWX | 0.04% | 2.72% | $2.48 |
 R3NK.DE | 0.03% | 1.3% | - |
 PRK | 0.03% | 2.3% | $4.22 |
 INVH | 0.03% | 4.03% | $1.36 |
 KDP | 0.02% | 3.06% | $0.86 |
 0700.HK | 0.02% | 1.2% | $3.4 |
 PYPL | 0.02% | 0.76% | - |
 ICE | 0.02% | 1.46% | $1.77 |
 JD.L | 0.01% | 1.38% | $0.01 |
 VST | 0.01% | 0.57% | $0.85 |
 CEG | 0.01% | 0.63% | - |
 CyberSecurity | 0% | 0.08% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JD.L | Pay Day | Jul 31, 2026 | $0.01 |
Performance Metrics
Score 2.6/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-11.96
-11.96
-12
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.05
0.05
0
0.5
1
1.5
1.5
Sortino Ratio
0.07
0.07
0
1
2
3
3
Jensen's Alpha
-11.96
-11.96
-12
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
22.7
High:
COIN
59.82COINLow:GIS
-191.24GISDetails
PEG Ratio
253.42
High:WM
822.01WMLow:
PCOR
-209.42PCORDetails
Price/Book
3.24
High:KMB
20.77KMBLow:MCD
-151.69MCDDetails
Price/Sales
2.68
High:
MSTR
64.43MSTRLow:
SICP
-0.02SICPDetails
Price/CF
11.83
High:MSTR
7,511.07MSTRLow:
AF.PA
0.53AF.PADetails
Price/FCF
26.24
High:MSTR
1,187.5MSTRLow:JD.L
4.4JD.LDetails
P/E Ratio
22.7
High:COIN
59.82COINLow:GIS
-191.24GISDetails
PEG Ratio
253.42
High:WM
822.01WMLow:PCOR
-209.42PCORDetails
Price/Book
3.24
High:KMB
20.77KMBLow:MCD
-151.69MCDDetails
Price/Sales
2.68
High:MSTR
64.43MSTRLow:SICP
-0.02SICPDetails
Price/CF
11.83
High:MSTR
7,511.07MSTRLow:AF.PA
0.53AF.PADetails
Price/FCF
26.24
High:MSTR
1,187.5MSTRLow:JD.L
4.4JD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Dec 2010 | - | 188 |