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-4.63%
This Month
-2.17%
Year To Date
+25.6%
2 Years
+31.91%
5 Years
+91.86%
10 Years
+9.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.35%
- 📊 ETFs11.69%
- 🪨 Non Energy Minerals3.48%
- 💵 Cash2.93%
- 🧩 Miscellaneous1.34%
- 💰 Finance0.94%
- 🛍️ Retail Trade0.66%
- 🖥️ Technology Services0.42%
- 💻 Electronic Technology0.33%
- 🪙 Cryptocurrencies0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34%
- 🇺🇸 Nasdaq25.54%
- 🇬🇧 LSE6.71%
- 🌍 Digital Currency5.66%
- 🇫🇷 Euronext Paris5.63%
- 🇩🇪 FRA2.91%
- 🇪🇸 Bolsa De Madrid2.22%
- 🇩🇪 Xetra ETFs2%
- 🇭🇰 Hong Kong Exchanges1.24%
- 🇮🇹 Borsa Italiana1.12%
- 🇳🇴 Oslo Stock Exchange0.97%
- 🇳🇱 Euronext Amsterdam0.87%
- 🇦🇺 Sydney0.56%
- 🇨🇭 SIX0.52%
- 🇦🇪 Dubai Financial Market0.32%
- 🌍 FX0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.95%
- 🇬🇧 United Kingdom6.38%
- 🇫🇷 France5.63%
- 🇨🇦 Canada3.17%
- 🇳🇱 Netherlands2.94%
- 🇩🇪 Germany2.91%
- 🇨🇳 China1.56%
- 🇮🇱 Israel1.26%
- 🇪🇸 Spain1.16%
- 🇨🇭 Switzerland1.1%
- 🇳🇴 Norway0.97%
- 🇱🇺 Luxembourg0.85%
- 🇹🇼 Taiwan0.62%
- 🇬🇷 Greece0.6%
- 🇦🇺 Australia0.56%
- 🇧🇷 Brazil0.42%
- 🇮🇹 Italy0.27%
- 🇵🇪 Peru0.27%
- 🇸🇬 Singapore0.25%
- 🇲🇽 Mexico0.22%
- 🇺🇾 Uruguay0.2%
- 🇭🇰 Hong Kong0.19%
- 🇰🇾 Cayman Islands0.16%
- 🇯🇵 Japan0.04%
Dividends
Dividend Yield
1.23%
33 out of 62 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (5.29%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.35% | 5.29% | - |
 YieldKing | 0.26% | 3.43% | - |
 DayByDayEquities | 0.16% | 1.98% | - |
 thomaspj | 0.13% | 1.73% | - |
 triangulacapital | 0.11% | 2.01% | - |
 ALTIA-Investment | 0.07% | 0.86% | - |
 defense_investor | 0.05% | 0.77% | - |
 StanleyDruck13F | 0.02% | 0.28% | - |
 VidovM | 0.02% | 0.22% | - |
 QuantumComputing | 0.01% | 0.54% | - |
 GiuseppeLasorsa | 0.01% | 0.18% | - |
 AU | 0.01% | 3.15% | $0.22 |
 NEM | 0.01% | 0.85% | $1.3 |
 CM | 0% | 2.98% | $2.6 |
 InTheGame | 0% | 0.31% | - |
 WFC | 0% | 2.1% | $1.4 |
 B | 0% | 1.81% | $0.4 |
 MSFT | 0% | 0.86% | $3 |
 SAN | 0% | 1.6% | $0.13 |
 RGLD | 0% | 0.66% | $1.58 |
 PAAS | 0% | 0.88% | $0.4 |
 BVN | 0% | 0.71% | $0.07 |
 BAC | 0% | 2.2% | $0.96 |
 TFPM | 0% | 0.58% | $0.21 |
 AJG | 0% | 1.17% | $2.3 |
 AGI | 0% | 0.2% | $0.1 |
 URI | 0% | 0.87% | $6.22 |
 SMT.L | 0% | 0.36% | $0.03 |
 EGO | 0% | 0.18% | - |
 APH | 0% | 0.61% | $0.44 |
 KGC | 0% | 0.4% | $0.12 |
 GOOG | 0% | 0.28% | $0.2 |
 ITUB | 0% | -0.98% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-2.07
-2.07
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.72
0.72
0
1
2
3
3
Jensen's Alpha
-2.07
-2.07
-3
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.79
0.79
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
25.57
High:
AMD
76.4AMDLow:
EXK
-29.41EXKDetails
PEG Ratio
51.22
High:ITUB
168.1ITUBLow:TFPM
2.97TFPMDetails
Price/Book
4.68
High:APH
12.14APHLow:SMT.L
0.97SMT.LDetails
Price/Sales
4.4
High:RGLD
22.02RGLDLow:
SFGYY
0.37SFGYYDetails
Price/CF
18.46
High:EXK
50.72EXKLow:SAN
3.44SANDetails
Price/FCF
72
High:
EQX
527.91EQXLow:ITUB
6.27ITUBDetails
P/E Ratio
25.57
High:AMD
76.4AMDLow:EXK
-29.41EXKDetails
PEG Ratio
51.22
High:ITUB
168.1ITUBLow:TFPM
2.97TFPMDetails
Price/Book
4.68
High:APH
12.14APHLow:SMT.L
0.97SMT.LDetails
Price/Sales
4.4
High:RGLD
22.02RGLDLow:SFGYY
0.37SFGYYDetails
Price/CF
18.46
High:EXK
50.72EXKLow:SAN
3.44SANDetails
Price/FCF
72
High:EQX
527.91EQXLow:ITUB
6.27ITUBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.14% | Nov 2021 | Nov 2024 | 36 |
-27.33% | Jul 2019 | Nov 2020 | 16 |
-11.43% | Feb 2025 | Jun 2025 | 4 |
-6.12% | Sep 2021 | Oct 2021 | 1 |
-4.75% | Feb 2026 | - | 2 |
-4.22% | May 2021 | Aug 2021 | 3 |
-3.53% | Dec 2018 | Jan 2019 | 1 |
-3.46% | Dec 2024 | Jan 2025 | 1 |
-2.59% | Nov 2025 | Jan 2026 | 2 |
-0.04% | May 2019 | Jun 2019 | 1 |