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-3.43%
Today
-12.25%
This Month
-18.94%
Year To Date
+11.86%
2 Years
-53.71%
5 Years
+30.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading55.38%
- 💵 Cash9.35%
- 🪙 Cryptocurrencies2.41%
- 🛍️ Retail Trade1.47%
- 📊 ETFs1.18%
- 💰 Finance0.3%
- 🛠️ Producer Manufacturing0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.91%
- 🇺🇸 NYSE20.27%
- 🇭🇰 Hong Kong Exchanges3.54%
- 🌍 Digital Currency2.41%
- 🇬🇧 LSE1.65%
- 🇩🇪 FRA0.75%
- 🇸🇪 Stockholm Stock Exchange0.54%
- 🇫🇷 Euronext Paris0.46%
- 🇨🇭 SIX0.46%
- 🇳🇱 Euronext Amsterdam0.34%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.12%
- 🇨🇳 China6.24%
- 🇨🇭 Switzerland1.21%
- 🇯🇵 Japan1.17%
- 🇳🇱 Netherlands1.04%
- 🇸🇬 Singapore0.98%
- 🇨🇦 Canada0.98%
- 🇩🇪 Germany0.75%
- 🇭🇰 Hong Kong0.59%
- 🇸🇪 Sweden0.54%
- 🇰🇷 South Korea0.47%
- 🇹🇼 Taiwan0.47%
- 🇫🇷 France0.46%
- 🇮🇱 Israel0.44%
- 🇬🇧 United Kingdom0.22%
- 🇮🇪 Ireland0.04%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.55%
7 out of 17 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $PHIN (2.57%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Driverless | 0.21% | 1.14% | - |
 WarrenBuffet-CF | 0.12% | 1.75% | - |
 InTheGame | 0.09% | 0.51% | - |
 BillGates13F | 0.07% | 1.02% | - |
 Cancer-Med | 0.07% | 1.03% | - |
 PHIN | 0% | 2.57% | $1 |
 ACLN.ZU | 0% | 2.4% | $0.85 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MRK (Cancer-Med) | Pay Day | Apr 7 | $0.81 |
 NXPI (Driverless) | Pay Day | Apr 9 | $1.01 |
 MA (WarrenBuffet-CF) | Ex-Dividend | Apr 9 | $0.76 |
 MRVL (Driverless) | Ex-Dividend | Apr 11 | $0.06 |
 MU (InTheGame) | Pay Day | Apr 15 | $0.12 |
 OXY (WarrenBuffet-CF) | Pay Day | Apr 15 | $0.24 |
 ECL (BillGates13F) | Pay Day | Apr 15 | $0.65 |
 ABBV (Cancer-Med) | Ex-Dividend | Apr 15 | $1.64 |
 JOYY (InTheGame) | Ex-Dividend | Apr 17 | $0.93 |
JOYY (InTheGame) | Pay Day | Apr 30 | $0.93 |
MRVL (Driverless) | Pay Day | May 1 | $0.06 |
 BMY (Cancer-Med) | Pay Day | May 1 | $0.62 |
 C (WarrenBuffet-CF) | Ex-Dividend | May 5 | $0.56 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
 DE (BillGates13F) | Pay Day | May 8 | $1.62 |
 AXP (WarrenBuffet-CF) | Pay Day | May 9 | $0.82 |
MA (WarrenBuffet-CF) | Pay Day | May 9 | $0.76 |
 WMT (BillGates13F) | Ex-Dividend | May 9 | $0.24 |
HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
 MSFT (InTheGame) | Ex-Dividend | May 15 | $0.83 |
 KR (WarrenBuffet-CF) | Ex-Dividend | May 15 | $0.32 |
MSFT (BillGates13F) | Ex-Dividend | May 15 | $0.83 |
ABBV (Cancer-Med) | Pay Day | May 15 | $1.64 |
 0700.HK (InTheGame) | Ex-Dividend | May 16 | $0.58 |
 AMGN (Cancer-Med) | Ex-Dividend | May 16 | $2.38 |
C (WarrenBuffet-CF) | Pay Day | May 23 | $0.56 |
WMT (BillGates13F) | Pay Day | May 27 | $0.24 |
0700.HK (InTheGame) | Pay Day | May 30 | $0.58 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | May 30 | $0.88 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1 | $0.32 |
AMGN (Cancer-Med) | Pay Day | Jun 6 | $2.38 |
 00175.HK (Driverless) | Ex-Dividend | Jun 11 | $0.04 |
MSFT (InTheGame) | Pay Day | Jun 12 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Jun 12 | $0.68 |
TMUS (WarrenBuffet-CF) | Pay Day | Jun 12 | $0.88 |
MSFT (BillGates13F) | Pay Day | Jun 12 | $0.83 |
TSM (InTheGame) | Pay Day | Jul 10 | $0.68 |
00175.HK (Driverless) | Pay Day | Jul 25 | $0.04 |
Performance Metrics
Score 6.7/10
Beta
-0.08
-0.08
-1
0.8
1.2
-1
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
46.43
46.43
-2
0
2
47
47
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
-39.35
-39.35
-40
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
-0.08
-0.08
-1
0.8
1.2
-1
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
46.43
46.43
-2
0
2
47
47
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
-39.35
-39.35
-40
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.45
High:
GME
79.44GMELow:
PHIN
22.69PHINDetails
PEG Ratio
7.4
High:
ACLN.ZU
37.44ACLN.ZULow:
HOOD
6.71HOODDetails
Price/Book
2.5
High:ACLN.ZU
12.11ACLN.ZULow:PHIN
1.05PHINDetails
Price/Sales
3.64
High:HOOD
11.7HOODLow:PHIN
0.5PHINDetails
Price/CF
82.16
High:HOOD
92.21HOODLow:PHIN
6.73PHINDetails
Price/FCF
97.66
High:HOOD
112.21HOODLow:PHIN
13.03PHINDetails
P/E Ratio
40.45
High:GME
79.44GMELow:PHIN
22.69PHINDetails
PEG Ratio
7.4
High:ACLN.ZU
37.44ACLN.ZULow:HOOD
6.71HOODDetails
Price/Book
2.5
High:ACLN.ZU
12.11ACLN.ZULow:PHIN
1.05PHINDetails
Price/Sales
3.64
High:HOOD
11.7HOODLow:PHIN
0.5PHINDetails
Price/CF
82.16
High:HOOD
92.21HOODLow:PHIN
6.73PHINDetails
Price/FCF
97.66
High:HOOD
112.21HOODLow:PHIN
13.03PHINDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.3% | Jan 2018 | - | 88 |
-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 |