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-3.72%
This Month
-2.84%
Year To Date
+45.36%
2 Years
+34.62%
5 Years
+34.62%
10 Years
+6.83%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.97%
- 🧬 Health Technology11.84%
- 🏥 Health Services7.98%
- 💻 Electronic Technology5.4%
- 🖥️ Technology Services3.3%
- 💵 Cash0.56%
- ⛏️ Energy Minerals0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.39%
- 🇺🇸 Nasdaq34.57%
- 🇨🇭 SIX1.36%
- 🇬🇧 LSE1.25%
- 🌍 Digital Currency1.16%
- 🇺🇸 Chicago Board Options Exchange0.89%
- 🇩🇪 FRA0.78%
- 🇳🇱 Euronext Amsterdam0.72%
- 🇩🇰 Copenhagen Stock Exchange0.69%
- 🇸🇪 Stockholm Stock Exchange0.63%
- 🇫🇷 Euronext Paris0.61%
- 🇪🇸 Bolsa De Madrid0.58%
- 🇦🇪 Dubai Financial Market0.56%
- 🇳🇴 Oslo Stock Exchange0.35%
- 🇭🇰 Hong Kong Exchanges0.24%
- 🇫🇮 Helsinki Stock Exchange0.17%
- Regular Trading Hours - RTH0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.28%
- 🇹🇼 Taiwan2.3%
- 🇨🇦 Canada1.65%
- 🇨🇭 Switzerland1.36%
- 🇳🇱 Netherlands1.16%
- 🇩🇪 Germany0.78%
- 🇩🇰 Denmark0.69%
- 🇸🇪 Sweden0.63%
- 🇫🇷 France0.61%
- 🇪🇸 Spain0.58%
- 🇳🇴 Norway0.35%
- 🇬🇧 United Kingdom0.3%
- 🇰🇷 South Korea0.27%
- 🇨🇳 China0.24%
- 🇫🇮 Finland0.17%
- 🇱🇺 Luxembourg0.15%
- 🇧🇷 Brazil0.13%
- 🇮🇱 Israel0.11%
- 🇷🇺 Russia0.11%
Dividends
Dividend Yield
0.8%
7 out of 9 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.28% | 1.02% | - |
 UNH | 0.24% | 3.04% | $7.74 |
 radoslawokomski | 0.11% | 1.02% | - |
 LLY | 0.07% | 0.62% | $4.86 |
 OGZDL.L | 0.04% | 67.74% | - |
 AVGO | 0.04% | 0.71% | $19.7 |
 META | 0.01% | 0.32% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.47
-4.47
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.28
0.28
0
0.5
1
1.5
1.5
Sortino Ratio
0.42
0.42
0
1
2
3
3
Jensen's Alpha
-4.47
-4.47
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.19
0.19
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.51
High:AVGO
66.7AVGOLow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
38.81
High:LLY
46.05LLYLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
12.1
High:LLY
35.73LLYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
5.08
High:AVGO
24.3AVGOLow:UNH
0.59UNHDetails
Price/CF
32.59
High:AVGO
65.63AVGOLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
89.43
High:LLY
282.99LLYLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
40.51
High:AVGO
66.7AVGOLow:OGZDL.L
0.27OGZDL.LDetails
PEG Ratio
38.81
High:LLY
46.05LLYLow:OGZDL.L
0.01OGZDL.LDetails
Price/Book
12.1
High:LLY
35.73LLYLow:OGZDL.L
0.03OGZDL.LDetails
Price/Sales
5.08
High:AVGO
24.3AVGOLow:UNH
0.59UNHDetails
Price/CF
32.59
High:AVGO
65.63AVGOLow:OGZDL.L
2.84OGZDL.LDetails
Price/FCF
89.43
High:LLY
282.99LLYLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.43% | Nov 2021 | Jun 2024 | 31 |
-13.76% | Feb 2025 | Jun 2025 | 4 |
-7.49% | Jul 2024 | Nov 2024 | 4 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-4.7% | Feb 2026 | - | 2 |
-2.59% | Dec 2024 | Jan 2025 | 1 |
-1.21% | Jul 2021 | Aug 2021 | 1 |
-0.05% | Dec 2025 | Jan 2026 | 1 |