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+0.01%
Today
+0.56%
This Month
+2.25%
Year To Date
+13.82%
2 Years
+28.11%
5 Years
+3.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading49.27%
- 💵 Cash29.63%
- 📊 ETFs4.93%
- 💰 Finance1.22%
- 🪨 Non Energy Minerals0.98%
- 🪙 Cryptocurrencies0.76%
- 🧪 Process Industries0.57%
- 💇♀️ Consumer Services0.02%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE15.75%
- 🇺🇸 Nasdaq7.31%
- 🇺🇸 Chicago Board Options Exchange0.87%
- 🌍 Digital Currency0.76%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇬🇧 LSE0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.46%
- 🇦🇷 Argentina1.93%
- 🇨🇦 Canada1.71%
- 🇲🇽 Mexico1.07%
- 🇨🇳 China0.5%
- 🇳🇱 Netherlands0.45%
- 🇨🇭 Switzerland0.43%
- 🇬🇧 United Kingdom0.31%
- 🇮🇱 Israel0.2%
- 🇮🇪 Ireland0.11%
- 🇧🇲 Bermuda0.1%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.41%
6 out of 11 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 9988.HK (Casqui00) | Pay Day | Jul 3, 2025 | $0.25 |
 VICI (Casqui00) | Pay Day | Jul 10, 2025 | $0.43 |
 OXY (Casqui00) | Pay Day | Jul 15, 2025 | $0.24 |
 RHP (Casqui00) | Pay Day | Jul 15, 2025 | $1.15 |
 IIPR (CannabisCare) | Pay Day | Jul 15, 2025 | $1.90 |
 RVTY (CannabisCare) | Ex-Dividend | Jul 18, 2025 | $0.07 |
 DIS (Casqui00) | Pay Day | Jul 23, 2025 | $0.50 |
RVTY (CannabisCare) | Pay Day | Aug 8, 2025 | $0.07 |
 TMUS (Casqui00) | Ex-Dividend | Aug 29, 2025 | $0.88 |
TMUS (Casqui00) | Pay Day | Sep 11, 2025 | $0.88 |
 BTI (CannabisCare) | Ex-Dividend | Oct 3, 2025 | $0.75 |
BTI (CannabisCare) | Pay Day | Nov 13, 2025 | $0.75 |
Performance Metrics
Score 3.2/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-2.75
-2.75
-3
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-2.75
-2.75
-3
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.25
0.25
0
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13
High:
B
15.37BLow:
LAC
-13,850LACDetails
PEG Ratio
-4,661.9
High:
BRK.B
120.2BRK.BLow:LAC
-19,389.99LACDetails
Price/Book
1.6
High:LAC
1,037.45LACLow:
NVTKL.L
0.01NVTKL.LDetails
Price/Sales
2.82
High:BRK.B
2.82BRK.BLow:LAC
-LACDetails
Price/CF
34.71
High:BRK.B
37.15BRK.BLow:
WBD
4.94WBDDetails
Price/FCF
91.72
High:BRK.B
95.23BRK.BLow:WBD
6.09WBDDetails
P/E Ratio
13
High:B
15.37BLow:LAC
-13,850LACDetails
PEG Ratio
-4,661.9
High:BRK.B
120.2BRK.BLow:LAC
-19,389.99LACDetails
Price/Book
1.6
High:LAC
1,037.45LACLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
2.82
High:BRK.B
2.82BRK.BLow:LAC
-LACDetails
Price/CF
34.71
High:BRK.B
37.15BRK.BLow:WBD
4.94WBDDetails
Price/FCF
91.72
High:BRK.B
95.23BRK.BLow:WBD
6.09WBDDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.74% | Jan 2020 | Apr 2021 | 15 |
-9.49% | Dec 2021 | Feb 2024 | 26 |
-1.72% | Dec 2024 | Jan 2025 | 1 |
-1.58% | Mar 2025 | Jun 2025 | 3 |
-1.07% | Apr 2024 | Jul 2024 | 3 |