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-1.54%
This Month
-1.86%
Year To Date
+21.8%
2 Years
+17.67%
5 Years
+36.26%
10 Years
+5.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs58.1%
- 💵 Cash24.87%
- 👥 Copy Trading6.77%
- 🖥️ Technology Services2.64%
- ⛏️ Energy Minerals1.95%
- 🪨 Non Energy Minerals1.67%
- ⚡ Utilities1.29%
- 🛍️ Retail Trade1.28%
- 🚗 Consumer Durables1.23%
- 🧬 Health Technology0.82%
- 💰 Finance0.73%
- 💻 Electronic Technology0.7%
- 💇♀️ Consumer Services0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.7%
- 🇺🇸 Nasdaq9.05%
- 🇬🇧 LSE1.48%
- 🇩🇪 FRA0.87%
- 🇳🇱 Euronext Amsterdam0.22%
- 🇫🇷 Euronext Paris0.08%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- Regular Trading Hours - RTH0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States14.29%
- 🇬🇧 United Kingdom2.07%
- 🇯🇵 Japan1.23%
- 🇩🇪 Germany0.87%
- 🇨🇦 Canada0.26%
- 🇳🇱 Netherlands0.22%
- 🇫🇷 France0.17%
- 🇮🇱 Israel0.15%
- 🇸🇪 Sweden0.07%
- 🇪🇸 Spain0.04%
- 🇮🇪 Ireland0.04%
- 🇭🇰 Hong Kong0.03%
Dividends
Dividend Yield
0.48%
13 out of 18 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $AGNC (13.13%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.1/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-5.94
-5.94
-6
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.43
0.43
0
1
2
3
3
Jensen's Alpha
-5.94
-5.94
-6
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.82
-0.82
-1
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
28.56
High:
WMT
46.81WMTLow:
ABAT
-8.71ABATDetails
PEG Ratio
132.89
High:
MCD
571.79MCDLow:ABAT
-15.72ABATDetails
Price/Book
7.39
High:
NVDA
28.28NVDALow:MCD
-131.7MCDDetails
Price/Sales
4.5
High:ABAT
48ABATLow:
VLO
0.56VLODetails
Price/CF
23.17
High:NVDA
44.64NVDALow:VLO
8.47VLODetails
Price/FCF
54.89
High:
ORCL
348.36ORCLLow:
TM
8.98TMDetails
P/E Ratio
28.56
High:WMT
46.81WMTLow:ABAT
-8.71ABATDetails
PEG Ratio
132.89
High:MCD
571.79MCDLow:ABAT
-15.72ABATDetails
Price/Book
7.39
High:NVDA
28.28NVDALow:MCD
-131.7MCDDetails
Price/Sales
4.5
High:ABAT
48ABATLow:VLO
0.56VLODetails
Price/CF
23.17
High:NVDA
44.64NVDALow:VLO
8.47VLODetails
Price/FCF
54.89
High:ORCL
348.36ORCLLow:TM
8.98TMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-38.7% | Jun 2021 | Jun 2025 | 48 |
-4.11% | Feb 2021 | May 2021 | 3 |
-2.74% | Oct 2020 | Nov 2020 | 1 |
-2.37% | Nov 2025 | - | 5 |