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-3.68%
This Month
-8.28%
Year To Date
-9.15%
2 Years
+24.38%
5 Years
+95.92%
10 Years
+8.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.88%
- 🪙 Cryptocurrencies18.35%
- 👥 Copy Trading13.9%
- ❓ Other5.82%
- 🧩 Miscellaneous1.95%
- 🪨 Non Energy Minerals1.59%
- 💵 Cash1.41%
- 🚗 Consumer Durables1.21%
- 🛠️ Producer Manufacturing1.2%
- 🧬 Health Technology1.09%
- ⚡ Utilities0.64%
- 💻 Electronic Technology0.28%
- 🛍️ Retail Trade0.25%
- 💰 Finance0.25%
- 🖥️ Technology Services0.17%
- 📡 Communications0.13%
- 💼 Commercial Services0.12%
- ⛏️ Energy Minerals0.12%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.77%
- 🌍 Digital Currency18.4%
- 🇩🇪 Xetra ETFs15.8%
- 🇺🇸 Nasdaq11.71%
- 🇬🇧 LSE11.33%
- 🇺🇸 Chicago Board Options Exchange1.56%
- 🇫🇷 Euronext Paris0.9%
- 🇨🇭 SIX0.84%
- LSE_AIM0.81%
- 🇮🇹 Borsa Italiana0.69%
- 🇩🇪 FRA0.53%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇳🇱 Euronext Amsterdam0.19%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.89%
- 🇬🇧 United Kingdom1.16%
- 🇮🇪 Ireland0.98%
- 🇨🇭 Switzerland0.96%
- 🇫🇷 France0.9%
- 🇮🇹 Italy0.7%
- 🇩🇪 Germany0.54%
- 🇪🇸 Spain0.39%
- 🇱🇺 Luxembourg0.35%
- 🇨🇳 China0.31%
- 🇷🇺 Russia0.26%
- 🇺🇾 Uruguay0.26%
- 🇮🇱 Israel0.21%
- 🇳🇱 Netherlands0.2%
- 🇰🇷 South Korea0.15%
- 🇨🇾 Cyprus0.13%
- 🇸🇪 Sweden0.08%
- 🇩🇰 Denmark0.07%
- 🇹🇼 Taiwan0.03%
- 🇨🇦 Canada0.02%
- 🇧🇷 Brazil0.01%
- 🇭🇰 Hong Kong0.01%
- 🇸🇬 Singapore0.01%
- 🇯🇵 Japan0.01%
- 🇨🇱 Chile0.01%
- 🇰🇾 Cayman Islands0%
- 🇳🇴 Norway0%
- 🇨🇴 Colombia0%
Dividends
Dividend Yield
0.37%
18 out of 120 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $SVSTL.L (2546.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 jaynemesis | 0.09% | 0.78% | - |
 MNODL.L | 0.08% | 473.72% | - |
 PFE | 0.07% | 6.48% | $1.66 |
 SVSTL.L | 0.03% | 2546.05% | - |
 OGZDL.L | 0.02% | 67.74% | - |
 EVR.L | 0.02% | 17.85% | - |
 airscape99 | 0.01% | 1.02% | - |
 ROSNL.L | 0.01% | 21.42% | - |
 Roxenis | 0.01% | 1.68% | - |
 MBT | 0.01% | 4.44% | - |
 BMW.DE | 0% | 5.16% | $6 |
 LKOD.L | 0% | 76.06% | - |
 01211.HK | 0% | 1.56% | $3.41 |
 MSFT | 0% | 0.86% | $3 |
 AIXA.DE | 0% | 0.48% | $0.4 |
 9988.HK | 0% | 0.81% | $0.98 |
 SGGD.L | 0% | 12.46% | - |
 FG | 0% | 4.05% | $0.83 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 4/10
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-0.81
-0.81
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Beta
1.13
1.13
0
0.8
1.2
0
2
Sharpe Ratio
0.33
0.33
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-0.81
-0.81
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.02
0.02
0
0.3
0.6
1
1
Calmar Ratio
0.15
0.15
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
56.75
High:
TSLA
377.27TSLALow:
IQE.L
-6.67IQE.LDetails
PEG Ratio
27.75
High:01211.HK
199.5601211.HKLow:IQE.L
-8.59IQE.LDetails
Price/Book
7.83
High:MBT
35.12MBTLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
7.6
High:TSLA
15.15TSLALow:BMW.DE
0.37BMW.DEDetails
Price/CF
37.55
High:IQE.L
289.62IQE.LLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
163.8
High:9988.HK
2,771.019988.HKLow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
56.75
High:TSLA
377.27TSLALow:IQE.L
-6.67IQE.LDetails
PEG Ratio
27.75
High:01211.HK
199.5601211.HKLow:IQE.L
-8.59IQE.LDetails
Price/Book
7.83
High:MBT
35.12MBTLow:LKOD.L
0.01LKOD.LDetails
Price/Sales
7.6
High:TSLA
15.15TSLALow:BMW.DE
0.37BMW.DEDetails
Price/CF
37.55
High:IQE.L
289.62IQE.LLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
163.8
High:9988.HK
2,771.019988.HKLow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.43% | Jan 2018 | Dec 2020 | 35 |
-38.21% | Nov 2021 | Feb 2024 | 27 |
-28.63% | Dec 2024 | - | 16 |
-24.24% | Jul 2017 | Dec 2017 | 5 |
-13.98% | Apr 2024 | Nov 2024 | 7 |
-6.43% | Sep 2021 | Oct 2021 | 1 |
-6.08% | May 2021 | Aug 2021 | 3 |