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+10.66%
This Month
+17.5%
Year To Date
+69.52%
2 Years
+154.45%
5 Years
+154.45%
10 Years
+26.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading68.82%
- 💵 Cash10.27%
- 🚗 Consumer Durables9.94%
- 🖥️ Technology Services3.63%
- 🛍️ Retail Trade3.54%
- 💻 Electronic Technology1.38%
- 💰 Finance1.18%
- 🧩 Miscellaneous0.94%
- 🍞 Consumer Non Durables0.19%
- 📊 ETFs0.1%
- 🚚 Transportation0.09%
- 💇♀️ Consumer Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq75.62%
- 🇺🇸 NYSE7.81%
- 🇦🇺 Sydney2%
- 🇬🇧 LSE0.94%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79.71%
- 🇦🇺 Australia1.7%
- 🇮🇪 Ireland1.23%
- 🇨🇳 China1.17%
- 🇺🇾 Uruguay0.71%
- 🇳🇿 New Zealand0.19%
Dividends
Dividend Yield
0.29%
13 out of 23 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $NCK.ASX (4.71%)
Dividend Yield Breakdown
Performance Metrics
Score 7.3/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
5.15
5.15
-2
0
2
6
6
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.7
1.7
0
1
2
3
3
Jensen's Alpha
5.15
5.15
-2
0
2
6
6
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.44
0.44
0
0.3
0.6
1
1
Calmar Ratio
1.42
1.42
0
0.3
0.6
2
2
Portfolio Valuation
Based on current positions
P/E Ratio
77.38
High:
TSLA
372.52TSLALow:
KVYO
-494.44KVYODetails
PEG Ratio
171.7
High:
A2M.ASX
3,195.3A2M.ASXLow:KVYO
-613.13KVYODetails
Price/Book
9.79
High:TSLA
18.2TSLALow:
BRK.B
1.46BRK.BDetails
Price/Sales
7.84
High:
AMD
24.58AMDLow:
KD
0.18KDDetails
Price/CF
42.72
High:
NAB.ASX
204.61NAB.ASXLow:KD
3.16KDDetails
Price/FCF
106.28
High:
BABA
1,196.17BABALow:
TDC
3.7TDCDetails
P/E Ratio
77.38
High:TSLA
372.52TSLALow:KVYO
-494.44KVYODetails
PEG Ratio
171.7
High:A2M.ASX
3,195.3A2M.ASXLow:KVYO
-613.13KVYODetails
Price/Book
9.79
High:TSLA
18.2TSLALow:BRK.B
1.46BRK.BDetails
Price/Sales
7.84
High:AMD
24.58AMDLow:KD
0.18KDDetails
Price/CF
42.72
High:NAB.ASX
204.61NAB.ASXLow:KD
3.16KDDetails
Price/FCF
106.28
High:BABA
1,196.17BABALow:TDC
3.7TDCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.62% | Nov 2025 | May 2026 | 6 |
-14.62% | Feb 2025 | May 2025 | 3 |
-13.07% | Aug 2022 | Mar 2023 | 7 |
-4.37% | Sep 2023 | Nov 2023 | 2 |
-3.63% | Jun 2026 | Aug 2026 | 2 |
-2.09% | Apr 2024 | May 2024 | 1 |
-0.85% | Jan 2024 | Feb 2024 | 1 |
-0.44% | Aug 2024 | Sep 2024 | 1 |