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-0.25%
This Month
+20.15%
Year To Date
+40.41%
2 Years
+63.96%
5 Years
+163.08%
10 Years
+17.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading64.96%
- 🧬 Health Technology15.71%
- ❓ Other9.44%
- 💻 Electronic Technology4.4%
- 🪨 Non Energy Minerals2.04%
- 📊 ETFs1.62%
- 🛍️ Retail Trade1.18%
- 🛠️ Producer Manufacturing0.33%
- 💵 Cash0.21%
- ⛏️ Energy Minerals0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.17%
- 🇬🇧 LSE28.9%
- 🇺🇸 Nasdaq26.55%
- 🇩🇪 Xetra ETFs2.72%
- 🌍 CFD0.83%
- Regular Trading Hours - RTH0.55%
- 🇩🇪 FRA0.48%
- 🇫🇷 Euronext Paris0.27%
- 🌍 Digital Currency0.25%
- 🇮🇹 Borsa Italiana0.22%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇦🇺 Sydney0.07%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇨🇭 SIX0.03%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.68%
- 🇳🇱 Netherlands1.1%
- 🇹🇼 Taiwan0.76%
- 🇩🇪 Germany0.43%
- 🇫🇷 France0.27%
- 🇮🇹 Italy0.26%
- 🇬🇧 United Kingdom0.21%
- 🇪🇸 Spain0.11%
- 🇨🇦 Canada0.11%
- 🇦🇺 Australia0.07%
- 🇸🇪 Sweden0.07%
- 🇨🇳 China0.06%
- 🇮🇪 Ireland0.05%
- 🇨🇭 Switzerland0.05%
- 🇯🇵 Japan0.04%
- 🇩🇰 Denmark0.04%
- 🇱🇺 Luxembourg0.02%
- 🇸🇬 Singapore0.01%
- 🇧🇪 Belgium0.01%
Dividends
Dividend Yield
1.23%
12 out of 19 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.98% | 6.22% | $1.66 |
 GainersQtr | 0.23% | 0.73% | - |
 FullGrowth-CXHRX | 0.02% | 0.33% | - |
 RTX | 0.02% | 1.45% | $2.44 |
 algocloud-VGAKRU | 0% | 0.27% | - |
 NOC | 0% | 1.78% | $7.67 |
 XOM | 0% | 2.49% | $3.76 |
 AAPL | 0% | 0.32% | $0.97 |
 NVDA | 0% | 0.13% | $0.02 |
 AVGO | 0% | -0.71% | $-19.7 |
 CAT | 0% | -0.76% | $-5.31 |
 NUE | -0.02% | -0.9% | $-2.13 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
5.58
5.58
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.69
0.69
0
0.5
1
1.5
1.5
Sortino Ratio
1.47
1.47
0
1
2
3
3
Jensen's Alpha
5.58
5.58
-2
0
2
6
6
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
1.59
1.59
0
0.75
1.25
2
2
Information Ratio
0.16
0.16
0
0.3
0.6
1
1
Calmar Ratio
0.49
0.49
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.67
High:
AMD
183.1AMDLow:NOC
16.86NOCDetails
PEG Ratio
68.43
High:AMD
147.81AMDLow:NUE
28.26NUEDetails
Price/Book
6.51
High:AAPL
45.67AAPLLow:PFE
1.53PFEDetails
Price/Sales
6.01
High:AVGO
25.84AVGOLow:NUE
1.53NUEDetails
Price/CF
23.62
High:AVGO
61.1AVGOLow:NUE
10.53NUEDetails
Price/FCF
58.47
High:NUE
1,977.25NUELow:AAPL
34.5AAPLDetails
P/E Ratio
31.67
High:AMD
183.1AMDLow:NOC
16.86NOCDetails
PEG Ratio
68.43
High:AMD
147.81AMDLow:NUE
28.26NUEDetails
Price/Book
6.51
High:AAPL
45.67AAPLLow:PFE
1.53PFEDetails
Price/Sales
6.01
High:AVGO
25.84AVGOLow:NUE
1.53NUEDetails
Price/CF
23.62
High:AVGO
61.1AVGOLow:NUE
10.53NUEDetails
Price/FCF
58.47
High:NUE
1,977.25NUELow:AAPL
34.5AAPLDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.56% | Nov 2021 | Jul 2024 | 32 |
-9.6% | Mar 2021 | Oct 2021 | 7 |
-5.47% | Sep 2020 | Nov 2020 | 2 |
-2.31% | Jun 2026 | Aug 2026 | 2 |
-1.6% | Aug 2024 | Sep 2024 | 1 |
-1.38% | Nov 2024 | Jan 2025 | 2 |
-0.25% | Sep 2026 | - | 1 |