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-0.03%
This Month
+2.63%
Year To Date
+129.99%
2 Years
+477.11%
5 Years
+3093.28%
10 Years
+85.96%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash75.86%
- 👥 Copy Trading25.03%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE11.3%
- 🇩🇪 Xetra ETFs6.47%
- 🇺🇸 Nasdaq4.63%
- 🇺🇸 NYSE1.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.18%
Dividends
Dividend Yield
0.04%
1 out of 1 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: Healthy-trading (0.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Healthy-trading | 0.04% | 0.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 O (Healthy-trading) | Pay Day | Apr 15, 2026 | $0.27 |
Performance Metrics
Score 8.4/10
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.66
2.66
0
1
2
3
3
Jensen's Alpha
70.58
70.58
-2
0
2
71
71
Omega Ratio
2.37
2.37
0
1
1.5
3
3
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Beta
2.21
2.21
0
0.8
1.2
0
3
Sharpe Ratio
1.04
1.04
0
0.5
1
2
2
Sortino Ratio
2.66
2.66
0
1
2
3
3
Jensen's Alpha
70.58
70.58
-2
0
2
71
71
Omega Ratio
2.37
2.37
0
1
1.5
3
3
Treynor Ratio
3.02
3.02
0
0.75
1.25
4
4
Information Ratio
0.97
0.97
0
0.3
0.6
1
1
Calmar Ratio
1.55
1.55
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
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 | - | 17 |
-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 |