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+3.28%
This Month
+3.28%
Year To Date
+40.15%
2 Years
+137.41%
5 Years
-82.5%
10 Years
-19.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.75%
- 💻 Electronic Technology19.28%
- 🖥️ Technology Services14.43%
- 🪙 Cryptocurrencies7.71%
- 🧬 Health Technology3.76%
- ⛏️ Energy Minerals3.05%
- 📊 ETFs1.84%
- 🛠️ Producer Manufacturing1.57%
- 🧪 Process Industries1.17%
- 🪨 Non Energy Minerals1.1%
- 💵 Cash0.16%
- 🏭 Industrial Services0.09%
- 🚗 Consumer Durables0.07%
- 💇♀️ Consumer Services0.05%
- 🛍️ Retail Trade0.01%
- 💰 Finance0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.46%
- 🇺🇸 NYSE23.67%
- 🇬🇧 LSE20.3%
- 🌍 Digital Currency7.95%
- 🇩🇪 Xetra ETFs2.74%
- 🇩🇪 FRA2.1%
- 🇭🇰 Hong Kong Exchanges1.68%
- 🇨🇭 SIX0.7%
- 🇸🇪 Stockholm Stock Exchange0.25%
- 🇦🇪 Dubai Financial Market0.06%
- 🇮🇹 Borsa Italiana0.04%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇫🇷 Euronext Paris0.02%
- 🌍 Commodity0.02%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.64%
- 🇹🇼 Taiwan9.49%
- 🇳🇱 Netherlands3.39%
- 🇩🇪 Germany2.41%
- 🇨🇳 China2.16%
- 🇨🇭 Switzerland1.34%
- 🇬🇧 United Kingdom0.96%
- 🇭🇰 Hong Kong0.84%
- 🇨🇦 Canada0.65%
- 🇸🇪 Sweden0.29%
- 🇧🇷 Brazil0.26%
- 🇮🇪 Ireland0.18%
- 🇯🇵 Japan0.17%
- 🇮🇱 Israel0.13%
- 🇱🇺 Luxembourg0.05%
- 🇫🇮 Finland0.05%
- 🇮🇹 Italy0.04%
- 🇩🇰 Denmark0.04%
- 🇰🇾 Cayman Islands0.03%
- 🇫🇷 France0.02%
- 🇿🇦 South Africa0.02%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.64%
25 out of 78 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $P911.DE (5.59%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBF | 0.11% | 3.57% | $0.95 |
 DividendGrowth | 0.11% | 2.26% | - |
 AmitKup | 0.09% | 3.59% | - |
 TSM | 0.07% | 0.81% | $1.74 |
 BAS.DE | 0.05% | 5.07% | $3.4 |
 SWBI | 0.03% | 4.88% | $0.48 |
 PetrBalas | 0.03% | 1.3% | - |
 2338.HK | 0.02% | 3.1% | $0.57 |
 GOOG | 0.02% | 0.26% | $0.2 |
 ASML | 0.02% | 0.47% | $5.57 |
 CPHequities | 0.01% | 0.8% | - |
 sgstjc | 0.01% | 0.7% | - |
 JonasBarrelov | 0.01% | 0.88% | - |
 MSFT | 0.01% | 0.77% | $3 |
 OLN | 0.01% | 3.55% | $0.8 |
 LOGN.ZU | 0.01% | 1.77% | $1.06 |
 01177.HK | 0.01% | 1.37% | $0.05 |
 META | 0.01% | 0.35% | $1 |
 RHM.DE | 0% | 0.43% | $5.7 |
 REGN | 0% | 0.48% | - |
 P911.DE | 0% | 5.59% | $2.31 |
 Coolcontribution | 0% | 0.25% | - |
 ReturnInvest | 0% | 0.08% | - |
 NVDA | 0% | 0.02% | $0.02 |
 ACLN.ZU | 0% | -1.86% | $-0.85 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.9/10
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-4.63
-4.63
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
2.08
2.08
0
0.8
1.2
0
3
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.33
0.33
0
1
2
3
3
Jensen's Alpha
-4.63
-4.63
-5
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
0.72
0.72
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
34.21
High:
WBD
150.53WBDLow:
NET
-596.57NETDetails
PEG Ratio
188.67
High:REGN
3,540.91REGNLow:
SITM
-430.18SITMDetails
Price/Book
11.18
High:NET
46.13NETLow:
NVAX
-8.5NVAXDetails
Price/Sales
11.73
High:SITM
33.6SITMLow:
ANNX
-ANNXDetails
Price/CF
22.91
High:NVAX
147.06NVAXLow:2338.HK
3.952338.HKDetails
Price/FCF
56.48
High:RHM.DE
5,198.92RHM.DELow:
TEAD
4.83TEADDetails
P/E Ratio
34.21
High:WBD
150.53WBDLow:NET
-596.57NETDetails
PEG Ratio
188.67
High:REGN
3,540.91REGNLow:SITM
-430.18SITMDetails
Price/Book
11.18
High:NET
46.13NETLow:NVAX
-8.5NVAXDetails
Price/Sales
11.73
High:SITM
33.6SITMLow:ANNX
-ANNXDetails
Price/CF
22.91
High:NVAX
147.06NVAXLow:2338.HK
3.952338.HKDetails
Price/FCF
56.48
High:RHM.DE
5,198.92RHM.DELow:TEAD
4.83TEADDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 97 |