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-3.52%
This Month
-5.81%
Year To Date
+16.61%
2 Years
+6.91%
5 Years
+39.47%
10 Years
+6.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance20.91%
- 🖥️ Technology Services16.66%
- 👥 Copy Trading10.74%
- 🪙 Cryptocurrencies9.93%
- 🛍️ Retail Trade8.63%
- 💇♀️ Consumer Services8.31%
- 💵 Cash6.47%
- 🚚 Transportation5.8%
- 🚗 Consumer Durables5.19%
- 🧬 Health Technology2.19%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.01%
- 🇺🇸 Nasdaq27.66%
- 🇨🇭 SIX11.85%
- 🌍 Digital Currency9.93%
- 🇭🇰 Hong Kong Exchanges2.53%
- 🇫🇷 Euronext Paris0.66%
- 🇮🇹 Borsa Italiana0.51%
- 🇪🇸 Bolsa De Madrid0.31%
- 🇬🇧 LSE0.29%
- 🇳🇱 Euronext Amsterdam0.24%
- 🇩🇪 FRA0.23%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.82%
- 🇨🇳 China12.15%
- 🇨🇭 Switzerland11.85%
- 🇧🇷 Brazil9.06%
- 🇩🇪 Germany7.49%
- 🇬🇷 Greece5.8%
- 🇩🇰 Denmark1.89%
- 🇯🇵 Japan1.16%
- 🇨🇦 Canada0.83%
- 🇫🇷 France0.66%
- 🇮🇹 Italy0.51%
- 🇪🇸 Spain0.31%
- 🇬🇧 United Kingdom0.29%
- 🇳🇱 Netherlands0.24%
- 🇮🇳 India0.23%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.26%
7 out of 17 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3.2/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.19
-7.19
-8
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.44
0.44
0
1
2
3
3
Jensen's Alpha
-7.19
-7.19
-8
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.5
0.5
0
0.75
1.25
2
2
Information Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
50.73
High:
TSLA
377.27TSLALow:
SNOW
-42.58SNOWDetails
PEG Ratio
51.13
High:
NVO
199.02NVOLow:
NIO
-132.09NIODetails
Price/Book
6.06
High:
JMIA
37.48JMIALow:
SCLX
-0.29SCLXDetails
Price/Sales
5.86
High:TSLA
15.15TSLALow:
SRNE
0.03SRNEDetails
Price/CF
30.7
High:TSLA
107.92TSLALow:
XP
0.9XPDetails
Price/FCF
82.52
High:
BABA
1,196.17BABALow:XP
1.8XPDetails
P/E Ratio
50.73
High:TSLA
377.27TSLALow:SNOW
-42.58SNOWDetails
PEG Ratio
51.13
High:NVO
199.02NVOLow:NIO
-132.09NIODetails
Price/Book
6.06
High:JMIA
37.48JMIALow:SCLX
-0.29SCLXDetails
Price/Sales
5.86
High:TSLA
15.15TSLALow:SRNE
0.03SRNEDetails
Price/CF
30.7
High:TSLA
107.92TSLALow:XP
0.9XPDetails
Price/FCF
82.52
High:BABA
1,196.17BABALow:XP
1.8XPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-51.04% | Nov 2021 | Aug 2025 | 45 |
-14.52% | Oct 2025 | - | 6 |
-10.44% | Apr 2021 | Aug 2021 | 4 |
-4.43% | Sep 2021 | Oct 2021 | 1 |
-1.74% | Feb 2021 | Mar 2021 | 1 |