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+2.88%
This Month
-0.69%
Year To Date
+17.98%
2 Years
+2.78%
5 Years
-41.59%
10 Years
+28.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading56.86%
- 💵 Cash32.04%
- 🧩 Miscellaneous4.24%
- 🪙 Cryptocurrencies2.68%
- 🛍️ Retail Trade1.91%
- 📊 ETFs1.6%
- 💰 Finance1.48%
- 🛠️ Producer Manufacturing0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.83%
- 🇺🇸 NYSE29.19%
- 🇬🇧 LSE2.8%
- 🌍 Digital Currency2.68%
- 🇭🇰 Hong Kong Exchanges0.86%
- 🇨🇭 SIX0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.18%
- 🇨🇦 Canada2.29%
- 🇨🇳 China1.66%
- 🇨🇭 Switzerland0.92%
- 🇹🇼 Taiwan0.79%
- 🇸🇬 Singapore0.62%
- 🇯🇵 Japan0.46%
- 🇳🇱 Netherlands0.43%
- 🇬🇧 United Kingdom0.29%
- 🇲🇽 Mexico0.24%
- 🇧🇪 Belgium0.04%
Dividends
Dividend Yield
0.43%
6 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: WarrenBuffet-CF (1.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WarrenBuffet-CF | 0.15% | 1.33% | - |
 BillGates13F | 0.12% | 1.12% | - |
 Cancer-Med | 0.1% | 0.68% | - |
 InTheGame | 0.05% | 0.28% | - |
 ACLN.ZU | 0% | -1.99% | $-0.85 |
 PHIN | 0% | -1.57% | $-1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WMT (BillGates13F) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 3.8/10
Beta
-0.22
-0.22
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-1.49
-1.49
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
-0.22
-0.22
-1
0.8
1.2
-1
2
Sharpe Ratio
-0.15
-0.15
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.2
-0.2
-1
1
2
3
3
Jensen's Alpha
-1.49
-1.49
-2
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
1.57
1.57
0
0.75
1.25
2
2
Information Ratio
-0.49
-0.49
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
43.18
High:
HOOD
54.15HOODLow:
GME
16.52GMEDetails
PEG Ratio
131.53
High:HOOD
302.38HOODLow:GME
6.33GMEDetails
Price/Book
6.73
High:ACLN.ZU
18.68ACLN.ZULow:GME
1.67GMEDetails
Price/Sales
13.27
High:HOOD
22.05HOODLow:PHIN
0.85PHINDetails
Price/CF
64.47
High:HOOD
90.65HOODLow:PHIN
8.15PHINDetails
Price/FCF
69.36
High:ACLN.ZU
102.68ACLN.ZULow:PHIN
16.35PHINDetails
P/E Ratio
43.18
High:HOOD
54.15HOODLow:GME
16.52GMEDetails
PEG Ratio
131.53
High:HOOD
302.38HOODLow:GME
6.33GMEDetails
Price/Book
6.73
High:ACLN.ZU
18.68ACLN.ZULow:GME
1.67GMEDetails
Price/Sales
13.27
High:HOOD
22.05HOODLow:PHIN
0.85PHINDetails
Price/CF
64.47
High:HOOD
90.65HOODLow:PHIN
8.15PHINDetails
Price/FCF
69.36
High:ACLN.ZU
102.68ACLN.ZULow:PHIN
16.35PHINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.3% | Jan 2018 | - | 104 |
-45.81% | Dec 2013 | Feb 2014 | 2 |
-16.76% | Sep 2013 | Oct 2013 | 1 |
-14.72% | Jun 2014 | Jul 2014 | 1 |
-10.67% | Apr 2014 | May 2014 | 1 |
-8.91% | Aug 2015 | Feb 2016 | 6 |
-3.25% | Jul 2016 | Jun 2017 | 11 |
-2.07% | Apr 2016 | Jun 2016 | 2 |
-1.04% | Sep 2017 | Nov 2017 | 2 |
-0.78% | Jul 2017 | Aug 2017 | 1 |
-0.06% | May 2015 | Jun 2015 | 1 |