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-1.77%
This Month
-12.3%
Year To Date
+0.93%
2 Years
-50.01%
5 Years
-34.59%
10 Years
-7.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.78%
- 📊 ETFs16.86%
- 🚚 Transportation4.73%
- 🍞 Consumer Non Durables3.92%
- 💵 Cash3.01%
- 🖥️ Technology Services2.76%
- 💼 Commercial Services0.71%
- ⛏️ Energy Minerals0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.32%
- 🇺🇸 Nasdaq28.82%
- 🇬🇧 LSE9.72%
- 🇳🇴 Oslo Stock Exchange7.85%
- 🇭🇰 Hong Kong Exchanges2.06%
- 🇨🇭 SIX1.79%
- 🇫🇷 Euronext Paris1.71%
- 🇩🇪 FRA0.67%
- 🇮🇹 Borsa Italiana0.33%
- 🇫🇮 Helsinki Stock Exchange0.28%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇩🇰 Copenhagen Stock Exchange0.08%
- 🌍 Digital Currency0.01%
- 🇦🇺 Sydney0.01%
- 🇺🇸 Chicago Board Options Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.75%
- 🇬🇧 United Kingdom8.72%
- 🇳🇴 Norway7.39%
- 🇨🇭 Switzerland3.57%
- 🇮🇱 Israel3.32%
- 🇨🇳 China2.97%
- 🇩🇪 Germany2.23%
- 🇫🇷 France1.71%
- 🇨🇦 Canada0.57%
- 🇸🇬 Singapore0.35%
- 🇮🇹 Italy0.33%
- 🇫🇮 Finland0.28%
- 🇪🇸 Spain0.28%
- 🇧🇲 Bermuda0.26%
- 🇨🇴 Colombia0.16%
- 🇧🇷 Brazil0.08%
- 🇦🇺 Australia0.05%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
3.82%
9 out of 18 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 |
|---|---|---|---|
 YieldKing | 1.16% | 3.43% | - |
 DividendKings | 0.9% | 14.82% | - |
 FredJacob13 | 0.73% | 12.69% | - |
 Utilities | 0.45% | 2.88% | - |
 NAS.OL | 0.27% | 5.71% | - |
 Dividends_Income | 0.18% | 3.18% | - |
 MKC | 0.08% | 2.79% | $1.62 |
 GRG.L | 0.05% | 4.19% | $0.6 |
 OGZDL.L | 0.01% | 67.74% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.6/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-14.44
-14.44
-15
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
-0.43
-0.43
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-14.44
-14.44
-15
0
2
4.5
4.5
Omega Ratio
0.43
0.43
0
1
1.5
2.5
2.5
Treynor Ratio
-1.31
-1.31
-2
0.75
1.25
2
2
Information Ratio
-1.08
-1.08
-2
0.3
0.6
1
1
Calmar Ratio
-0.14
-0.14
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.02
High:MKC
22.4MKCLow:
03690.HK
-199.4203690.HKDetails
PEG Ratio
6,590.94
High:MKC
21,917.81MKCLow:
JMIA
-20.85JMIADetails
Price/Book
2.5
High:JMIA
37.48JMIALow:
DMNIF
-0.04DMNIFDetails
Price/Sales
1.3
High:JMIA
5.2JMIALow:
DOYU
0.28DOYUDetails
Price/CF
18.24
High:03690.HK
64.3903690.HKLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
95.69
High:03690.HK
387.8103690.HKLow:OGZDL.L
12.78OGZDL.LDetails
P/E Ratio
37.02
High:MKC
22.4MKCLow:03690.HK
-199.4203690.HKDetails
PEG Ratio
6,590.94
High:MKC
21,917.81MKCLow:JMIA
-20.85JMIADetails
Price/Book
2.5
High:JMIA
37.48JMIALow:DMNIF
-0.04DMNIFDetails
Price/Sales
1.3
High:JMIA
5.2JMIALow:DOYU
0.28DOYUDetails
Price/CF
18.24
High:03690.HK
64.3903690.HKLow:NAS.OL
2.71NAS.OLDetails
Price/FCF
95.69
High:03690.HK
387.8103690.HKLow:OGZDL.L
12.78OGZDL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.02% | Jul 2021 | - | 57 |
-7.56% | Mar 2021 | Jun 2021 | 3 |