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-2.44%
This Month
+0.08%
Year To Date
+29.39%
2 Years
+47.56%
5 Years
+226.04%
10 Years
+19.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs57.4%
- 👥 Copy Trading21.07%
- 💰 Finance9.4%
- ⚡ Utilities3.71%
- 🖥️ Technology Services3.31%
- ⛏️ Energy Minerals3.25%
- 🧬 Health Technology0.55%
- 💇♀️ Consumer Services0.54%
- 🪙 Cryptocurrencies0.32%
- 💼 Commercial Services0.3%
- 🚗 Consumer Durables0.1%
- 💵 Cash0.05%
- 🛠️ Producer Manufacturing0%
- 🛍️ Retail Trade0%
- 🧪 Process Industries0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.74%
- 🇺🇸 Nasdaq21.43%
- 🇺🇸 Chicago Board Options Exchange5.86%
- 🇬🇧 LSE3.5%
- 🇩🇪 Xetra ETFs1.24%
- 🌍 Digital Currency0.76%
- 🇮🇹 Borsa Italiana0.51%
- 🇩🇪 FRA0.4%
- 🇪🇸 Bolsa De Madrid0.39%
- 🇫🇷 Euronext Paris0.32%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇳🇱 Euronext Amsterdam0.18%
- 🇨🇭 SIX0.08%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇸🇦 Tadawul0.03%
- 🇦🇪 Dubai Financial Market0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.91%
- 🇬🇧 United Kingdom1.07%
- 🇨🇳 China0.66%
- 🇮🇹 Italy0.51%
- 🇩🇪 Germany0.4%
- 🇪🇸 Spain0.39%
- 🇫🇷 France0.34%
- 🇮🇱 Israel0.29%
- 🇳🇱 Netherlands0.2%
- 🇹🇼 Taiwan0.14%
- 🇸🇬 Singapore0.14%
- 🇨🇭 Switzerland0.12%
- 🇯🇵 Japan0.09%
- 🇩🇰 Denmark0.08%
- 🇧🇷 Brazil0.04%
- 🇮🇪 Ireland0.03%
- 🇲🇨 Monaco0.03%
- 🇸🇦 Saudi Arabia0.03%
- 🇨🇦 Canada0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.45%
12 out of 33 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GainersQtr | 0.12% | 1.02% | - |
 DUK | 0.12% | 3.23% | $4.1 |
 XOM | 0.09% | 2.69% | $3.76 |
 RenewableEnergy | 0.06% | 1.34% | - |
 MSFT | 0.03% | 0.86% | $3 |
 InTheGame | 0.01% | 0.31% | - |
 DIS | 0.01% | 1.46% | $0.75 |
 CRISPR-Tech | 0.01% | 0.75% | - |
 PYPL | 0% | 0.6% | - |
 NVTKL.L | 0% | 109.46% | - |
 SOLS | 0% | -0.1% | - |
 SCCO | 0% | -1.61% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.1/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
4.73
4.73
-2
0
2
5
5
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.61
1.61
0
1
2
3
3
Jensen's Alpha
4.73
4.73
-2
0
2
5
5
Omega Ratio
1.6
1.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.31
1.31
0
0.75
1.25
2
2
Information Ratio
0.53
0.53
0
0.3
0.6
1
1
Calmar Ratio
0.62
0.62
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
19.65
High:SCCO
39.79SCCOLow:
MASI
-63.24MASIDetails
PEG Ratio
97.82
High:DUK
188.92DUKLow:
NIO
-132.09NIODetails
Price/Book
2.45
High:NIO
21.07NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
3.89
High:SCCO
13.02SCCOLow:
FVRR
0.93FVRRDetails
Price/CF
19.68
High:MASI
30.48MASILow:FVRR
6.53FVRRDetails
Price/FCF
54.8
High:SCCO
127.7SCCOLow:FVRR
6.57FVRRDetails
P/E Ratio
19.65
High:SCCO
39.79SCCOLow:MASI
-63.24MASIDetails
PEG Ratio
97.82
High:DUK
188.92DUKLow:NIO
-132.09NIODetails
Price/Book
2.45
High:NIO
21.07NIOLow:NVTKL.L
0.01NVTKL.LDetails
Price/Sales
3.89
High:SCCO
13.02SCCOLow:FVRR
0.93FVRRDetails
Price/CF
19.68
High:MASI
30.48MASILow:FVRR
6.53FVRRDetails
Price/FCF
54.8
High:SCCO
127.7SCCOLow:FVRR
6.57FVRRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.37% | Nov 2021 | Mar 2024 | 28 |
-16.57% | Feb 2020 | May 2020 | 3 |
-10.14% | Sep 2020 | Nov 2020 | 2 |
-5.66% | Dec 2024 | Jun 2025 | 6 |
-3.51% | Apr 2024 | May 2024 | 1 |
-3.27% | Sep 2021 | Oct 2021 | 1 |
-2.44% | Mar 2026 | - | 1 |
-1.85% | Jul 2021 | Aug 2021 | 1 |
-1.64% | Oct 2024 | Nov 2024 | 1 |
-1.18% | Dec 2019 | Jan 2020 | 1 |
-0.44% | Nov 2025 | Jan 2026 | 2 |
-0.24% | Mar 2021 | Apr 2021 | 1 |
-0.14% | Aug 2019 | Sep 2019 | 1 |