Loading...
-1.43%
This Month
+7.05%
Year To Date
+27.91%
2 Years
+30.65%
5 Years
-16.03%
10 Years
-5.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash27.3%
- 🧬 Health Technology11.36%
- 🚚 Transportation6%
- 🖥️ Technology Services5.96%
- 🛍️ Retail Trade5.73%
- 💇♀️ Consumer Services4.92%
- 💼 Commercial Services4.82%
- 👥 Copy Trading3.42%
- 🚗 Consumer Durables2.42%
- 💹 Forex1.1%
- 📡 Communications0.91%
- 💻 Electronic Technology0.91%
- 🪙 Cryptocurrencies0.83%
- 🍞 Consumer Non Durables0.69%
- 🧪 Process Industries0.12%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.92%
- 🇺🇸 NYSE13.61%
- 🇭🇰 Hong Kong Exchanges3.02%
- 🇩🇪 FRA1.87%
- 🇬🇧 LSE1.73%
- 🌍 FX1.1%
- 🌍 Digital Currency0.83%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.33%
- 🇨🇦 Canada12.86%
- 🇨🇳 China11.45%
- 🇬🇧 United Kingdom2.29%
- 🇩🇪 Germany1.87%
- 🇮🇪 Ireland0.35%
Dividends
Dividend Yield
0.33%
11 out of 34 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.98%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CLX | Ex-Dividend | Oct 22, 2025 | $1.24 |
 T | Pay Day | Nov 3, 2025 | $0.28 |
CLX | Pay Day | Nov 6, 2025 | $1.24 |
 RVTY (CannabisCare) | Pay Day | Nov 7, 2025 | $0.07 |
 BTI (CannabisCare) | Ex-Dividend | Dec 30, 2025 | $0.75 |
BTI (CannabisCare) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 2.6/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-8.85
-8.85
-9
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-8.85
-8.85
-9
0
2
4.5
4.5
Omega Ratio
0.68
0.68
0
1
1.5
2.5
2.5
Treynor Ratio
-0.01
-0.01
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.92
High:
WBD
60.66WBDLow:
01055.HK
-34.9301055.HKDetails
PEG Ratio
53.59
High:
T
1,682.31TLow:01055.HK
-1,050.1801055.HKDetails
Price/Book
2.77
High:
CLX
45.71CLXLow:
NIO
-94.18NIODetails
Price/Sales
2.28
High:
U
8.28ULow:
NKLAQ
0.01NKLAQDetails
Price/CF
11.78
High:
MRNA
62.64MRNALow:
AAL.RTH
1.81AAL.RTHDetails
Price/FCF
23.36
High:
LHA.DE
186.6LHA.DELow:
EZJ.L
4.51EZJ.LDetails
P/E Ratio
21.92
High:WBD
60.66WBDLow:01055.HK
-34.9301055.HKDetails
PEG Ratio
53.59
High:T
1,682.31TLow:01055.HK
-1,050.1801055.HKDetails
Price/Book
2.77
High:CLX
45.71CLXLow:NIO
-94.18NIODetails
Price/Sales
2.28
High:U
8.28ULow:NKLAQ
0.01NKLAQDetails
Price/CF
11.78
High:MRNA
62.64MRNALow:AAL.RTH
1.81AAL.RTHDetails
Price/FCF
23.36
High:LHA.DE
186.6LHA.DELow:EZJ.L
4.51EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.54% | May 2015 | - | 126 |