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-0.28%
This Month
+15.32%
Year To Date
+511.87%
2 Years
+1570.19%
5 Years
+2996.92%
10 Years
+98.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash80.35%
- 👥 Copy Trading11.99%
- 💰 Finance6.58%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq6.87%
- 🇬🇧 LSE6.55%
- 🇺🇸 NYSE1.16%
- 🇨🇭 SIX0.39%
- 🇮🇹 Borsa Italiana0.16%
- 🇫🇷 Euronext Paris0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.53%
- 🇩🇰 Denmark0.49%
- 🇨🇭 Switzerland0.39%
- 🇮🇹 Italy0.16%
- 🇫🇷 France0.14%
Dividends
Dividend Yield
0.06%
1 out of 2 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: Healthy-trading (0.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Healthy-trading | 0.06% | 0.53% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 UNH (Healthy-trading) | Pay Day | Sep 23, 2025 | $2.21 |
 KO (Healthy-trading) | Pay Day | Oct 1, 2025 | $0.51 |
 MRK (Healthy-trading) | Pay Day | Oct 7, 2025 | $0.81 |
Performance Metrics
Score 8.4/10
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.78
2.78
0
1
2
3
3
Jensen's Alpha
81.84
81.84
-2
0
2
82
82
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
3.26
3.26
0
0.75
1.25
4
4
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
1.72
1.72
0
0.3
0.6
2
2
Beta
2.23
2.23
0
0.8
1.2
0
3
Sharpe Ratio
1.09
1.09
0
0.5
1
2
2
Sortino Ratio
2.78
2.78
0
1
2
3
3
Jensen's Alpha
81.84
81.84
-2
0
2
82
82
Omega Ratio
2.43
2.43
0
1
1.5
3
3
Treynor Ratio
3.26
3.26
0
0.75
1.25
4
4
Information Ratio
1.03
1.03
0
0.3
0.6
2
2
Calmar Ratio
1.72
1.72
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
59.62
High:
HOOD
59.62HOODLow:HOOD
59.62HOODDetails
PEG Ratio
11.72
High:HOOD
11.72HOODLow:HOOD
11.72HOODDetails
Price/Book
12.92
High:HOOD
12.92HOODLow:HOOD
12.92HOODDetails
Price/Sales
29.75
High:HOOD
29.75HOODLow:HOOD
29.75HOODDetails
Price/CF
90.65
High:HOOD
90.65HOODLow:HOOD
90.65HOODDetails
Price/FCF
97.17
High:HOOD
97.17HOODLow:HOOD
97.17HOODDetails
P/E Ratio
59.62
High:HOOD
59.62HOODLow:HOOD
59.62HOODDetails
PEG Ratio
11.72
High:HOOD
11.72HOODLow:HOOD
11.72HOODDetails
Price/Book
12.92
High:HOOD
12.92HOODLow:HOOD
12.92HOODDetails
Price/Sales
29.75
High:HOOD
29.75HOODLow:HOOD
29.75HOODDetails
Price/CF
90.65
High:HOOD
90.65HOODLow:HOOD
90.65HOODDetails
Price/FCF
97.17
High:HOOD
97.17HOODLow:HOOD
97.17HOODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.16% | Dec 2021 | Jul 2023 | 19 |
-36.06% | Mar 2020 | Jul 2020 | 4 |
-32.23% | Apr 2024 | Oct 2024 | 6 |
-32.12% | Dec 2024 | - | 10 |
-20.31% | Aug 2023 | Nov 2023 | 3 |
-18.36% | Jan 2024 | Feb 2024 | 1 |
-13.79% | May 2021 | Oct 2021 | 5 |
-3.23% | Sep 2020 | Oct 2020 | 1 |