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-0.07%
This Month
-1.65%
Year To Date
+9.1%
2 Years
-13.96%
5 Years
-21.03%
10 Years
-4.33%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading42.79%
- 🖥️ Technology Services36.17%
- 💵 Cash8.3%
- 🚗 Consumer Durables3.99%
- 🛠️ Producer Manufacturing0.93%
- 🧬 Health Technology0.85%
- 🧪 Process Industries0.35%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.68%
- 🇺🇸 NYSE21.29%
- 🇨🇭 SIX2.78%
- 🇮🇹 Borsa Italiana2.27%
- 🇫🇷 Euronext Paris2.16%
- 🇪🇸 Bolsa De Madrid1.46%
- 🇬🇧 LSE1.39%
- 🇳🇱 Euronext Amsterdam0.71%
- 🇩🇰 Copenhagen Stock Exchange0.58%
- 🇸🇪 Stockholm Stock Exchange0.4%
- 🇭🇰 Hong Kong Exchanges0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.05%
- 🇨🇳 China4.13%
- 🇮🇪 Ireland3.56%
- 🇨🇭 Switzerland3.02%
- 🇮🇹 Italy2.27%
- 🇫🇷 France2.16%
- 🇮🇱 Israel1.59%
- 🇪🇸 Spain1.46%
- 🇱🇺 Luxembourg1.15%
- 🇺🇾 Uruguay0.84%
- 🇳🇱 Netherlands0.71%
- 🇬🇧 United Kingdom0.7%
- 🇰🇷 South Korea0.7%
- 🇨🇦 Canada0.62%
- 🇩🇰 Denmark0.58%
- 🇸🇪 Sweden0.4%
Dividends
Dividend Yield
0.42%
3 out of 10 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: jaynemesis (0.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.33% | 0.77% | - |
 GOOG | 0.08% | 0.28% | $0.2 |
 SCCO | 0% | -1.88% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.3/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.33
-0.33
-1
1
2
3
3
Jensen's Alpha
-15.2
-15.2
-16
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.43
-0.43
-1
0.75
1.25
2
2
Information Ratio
-1.06
-1.06
-2
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
-0.25
-0.25
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.33
-0.33
-1
1
2
3
3
Jensen's Alpha
-15.2
-15.2
-16
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-0.43
-0.43
-1
0.75
1.25
2
2
Information Ratio
-1.06
-1.06
-2
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.25
High:SCCO
34.04SCCOLow:
DDD
-368.18DDDDetails
PEG Ratio
54.31
High:SCCO
127.49SCCOLow:DDD
-331.92DDDDetails
Price/Book
8.85
High:
NIO
26.26NIOLow:
TLRY
0.51TLRYDetails
Price/Sales
9.2
High:SCCO
11.14SCCOLow:DDD
0.79DDDDetails
Price/CF
23.29
High:DDD
462.65DDDLow:
PINS
13.66PINSDetails
Price/FCF
60.61
High:SCCO
127.7SCCOLow:PINS
14.01PINSDetails
P/E Ratio
28.25
High:SCCO
34.04SCCOLow:DDD
-368.18DDDDetails
PEG Ratio
54.31
High:SCCO
127.49SCCOLow:DDD
-331.92DDDDetails
Price/Book
8.85
High:NIO
26.26NIOLow:TLRY
0.51TLRYDetails
Price/Sales
9.2
High:SCCO
11.14SCCOLow:DDD
0.79DDDDetails
Price/CF
23.29
High:DDD
462.65DDDLow:PINS
13.66PINSDetails
Price/FCF
60.61
High:SCCO
127.7SCCOLow:PINS
14.01PINSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-53.04% | Jul 2021 | - | 57 |
-5.63% | Mar 2021 | Jun 2021 | 3 |
-2.11% | Jan 2021 | Feb 2021 | 1 |