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-3.48%
This Month
-3.98%
Year To Date
+28.31%
2 Years
+25.06%
5 Years
-63.8%
10 Years
-11.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading72.31%
- 📊 ETFs25.64%
- 🪙 Cryptocurrencies1.07%
- 💻 Electronic Technology0.48%
- ⚡ Utilities0.29%
- 💵 Cash0.23%
- 💰 Finance0.01%
- 🛍️ Retail Trade0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.84%
- 🇺🇸 Nasdaq24.09%
- 🇬🇧 LSE21.81%
- 🇩🇪 Xetra ETFs9.64%
- 🌍 Digital Currency3.11%
- 🇫🇷 Euronext Paris1.97%
- 🇭🇰 Hong Kong Exchanges1.46%
- 🇩🇪 FRA0.89%
- 🇳🇴 Oslo Stock Exchange0.63%
- 🇳🇱 Euronext Amsterdam0.58%
- 🇮🇹 Borsa Italiana0.56%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇨🇭 SIX0.33%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇩🇰 Copenhagen Stock Exchange0.14%
- 🇦🇺 Sydney0.1%
- 🇦🇪 Dubai Financial Market0.07%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇧🇪 Euronext Brussels0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.04%
- 🇬🇧 United Kingdom5.76%
- 🇨🇦 Canada2.25%
- 🇨🇳 China2.12%
- 🇫🇷 France1.71%
- 🇹🇼 Taiwan1.2%
- 🇳🇱 Netherlands1.13%
- 🇨🇭 Switzerland0.95%
- 🇩🇪 Germany0.91%
- 🇮🇹 Italy0.71%
- 🇳🇴 Norway0.63%
- 🇦🇺 Australia0.5%
- 🇺🇾 Uruguay0.47%
- 🇧🇷 Brazil0.46%
- 🇪🇸 Spain0.39%
- 🇮🇱 Israel0.36%
- 🇰🇷 South Korea0.3%
- 🇯🇵 Japan0.26%
- 🇸🇬 Singapore0.24%
- 🇧🇲 Bermuda0.23%
- 🇮🇳 India0.22%
- 🇰🇾 Cayman Islands0.21%
- 🇿🇦 South Africa0.21%
- 🇲🇽 Mexico0.2%
- 🇸🇪 Sweden0.2%
- 🇱🇺 Luxembourg0.18%
- 🇩🇰 Denmark0.14%
- 🇭🇰 Hong Kong0.11%
- 🇮🇪 Ireland0.1%
- 🇦🇷 Argentina0.1%
- 🇨🇱 Chile0.07%
- 🇧🇪 Belgium0.05%
- 🇵🇪 Peru0.04%
- 🇹🇷 Türkiye0.04%
- 🇵🇦 Panama0.04%
- 🇨🇾 Cyprus0.04%
- 🇰🇿 Kazakhstan0.04%
- 🇮🇩 Indonesia0.03%
- 🇦🇪 United Arab Emirates0.03%
- 🇫🇮 Finland0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.8%
27 out of 45 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: Private-Equity (3.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 thomaspj | 0.24% | 1.73% | - |
 greavesy1984 | 0.08% | 1.98% | - |
 EWachenheim-CF | 0.04% | 1.47% | - |
 Utilities | 0.04% | 2.88% | - |
 Private-Equity | 0.04% | 3.05% | - |
 JeppeKirkBonde | 0.04% | 1.02% | - |
 EmergingNations | 0.03% | 2.27% | - |
 Rayeiris | 0.03% | 1.03% | - |
 InsuranceWorld | 0.03% | 2.07% | - |
 iBore99 | 0.03% | 2.24% | - |
 onk342 | 0.03% | 0.69% | - |
 Cancer-Med | 0.02% | 0.88% | - |
 FashionPortfolio | 0.02% | 1.41% | - |
 GoldWorldWide | 0.02% | 0.63% | - |
 AI-Revolution | 0.02% | 0.39% | - |
 Fin-Tech | 0.01% | 0.6% | - |
 Fab_Zan | 0.01% | 0.38% | - |
 StanleyDruck13F | 0.01% | 0.28% | - |
 InTheGame | 0.01% | 0.31% | - |
 Moonwater | 0.01% | 0.63% | - |
 nedbalmatteo | 0.01% | 0.59% | - |
 ValueGurus | 0.01% | 0.78% | - |
 NI | 0.01% | 2.42% | $1.05 |
 HO.PA | 0% | 1.54% | $3.4 |
 AIR.PA | 0% | 1.11% | $1.8 |
 SBS | 0% | -1.65% | $-0.23 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.4/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-18.33
-18.33
-19
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.93
-0.93
-1
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.37
-0.37
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.44
-0.44
-1
1
2
3
3
Jensen's Alpha
-18.33
-18.33
-19
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.93
-0.93
-1
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.12
High:HO.PA
75.39HO.PALow:ITUB
11.69ITUBDetails
PEG Ratio
116.24
High:ITUB
168.1ITUBLow:AIR.PA
114.11AIR.PADetails
Price/Book
4.96
High:HO.PA
7.21HO.PALow:
SFGYY
1.53SFGYYDetails
Price/Sales
2.11
High:SBS
3.46SBSLow:SFGYY
0.37SFGYYDetails
Price/CF
15.77
High:AIR.PA
18.72AIR.PALow:ITUB
3.92ITUBDetails
Price/FCF
50.59
High:SBS
202.55SBSLow:ITUB
6.27ITUBDetails
P/E Ratio
31.12
High:HO.PA
75.39HO.PALow:ITUB
11.69ITUBDetails
PEG Ratio
116.24
High:ITUB
168.1ITUBLow:AIR.PA
114.11AIR.PADetails
Price/Book
4.96
High:HO.PA
7.21HO.PALow:SFGYY
1.53SFGYYDetails
Price/Sales
2.11
High:SBS
3.46SBSLow:SFGYY
0.37SFGYYDetails
Price/CF
15.77
High:AIR.PA
18.72AIR.PALow:ITUB
3.92ITUBDetails
Price/FCF
50.59
High:SBS
202.55SBSLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.41% | Feb 2018 | - | 98 |