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+0.62%
This Month
-0.77%
Year To Date
+27.81%
2 Years
+51.06%
5 Years
+51.06%
10 Years
+13.53%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading99.67%
- 🪙 Cryptocurrencies0.32%
- 🧬 Health Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.07%
- 🇫🇷 Euronext Paris4.43%
- 🇺🇸 Nasdaq3.35%
- 🇩🇪 Xetra ETFs1.8%
- 🇨🇭 SIX1.52%
- 🌍 Digital Currency0.32%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇨🇦 Canada17.34%
- 🇺🇸 United States14.37%
- 🇫🇷 France4.43%
- 🇨🇭 Switzerland1.53%
Dividends
Dividend Yield
0.63%
2 out of 5 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (0.63%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 0.63% | 0.63% | - |
 SDZNY | 0% | -0.56% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (GreenbullInvest) | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 3.7/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.96
-1.96
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-1.96
-1.96
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
135.94
High:
SDZNY
135.94SDZNYLow:SDZNY
135.94SDZNYDetails
PEG Ratio
N/A
Details
Price/Book
3.61
High:SDZNY
3.61SDZNYLow:SDZNY
3.61SDZNYDetails
Price/Sales
2.97
High:SDZNY
2.97SDZNYLow:SDZNY
2.97SDZNYDetails
Price/CF
24.83
High:SDZNY
24.83SDZNYLow:SDZNY
24.83SDZNYDetails
Price/FCF
123.39
High:SDZNY
123.39SDZNYLow:SDZNY
123.39SDZNYDetails
P/E Ratio
135.94
High:SDZNY
135.94SDZNYLow:SDZNY
135.94SDZNYDetails
PEG Ratio
N/A
Details
Price/Book
3.61
High:SDZNY
3.61SDZNYLow:SDZNY
3.61SDZNYDetails
Price/Sales
2.97
High:SDZNY
2.97SDZNYLow:SDZNY
2.97SDZNYDetails
Price/CF
24.83
High:SDZNY
24.83SDZNYLow:SDZNY
24.83SDZNYDetails
Price/FCF
123.39
High:SDZNY
123.39SDZNYLow:SDZNY
123.39SDZNYDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.61% | Dec 2024 | - | 13 |
-13.05% | Apr 2024 | Nov 2024 | 7 |
-7.95% | Aug 2023 | Dec 2023 | 4 |
-3.94% | Dec 2022 | Jan 2023 | 1 |
-2.63% | Sep 2022 | Nov 2022 | 2 |
-1% | Feb 2023 | Mar 2023 | 1 |
-0.77% | Jan 2024 | Feb 2024 | 1 |
-0.25% | May 2023 | Jun 2023 | 1 |