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-0.24%
This Month
-0.24%
Year To Date
+24.19%
2 Years
-8.39%
5 Years
+5.69%
10 Years
-5.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash25.9%
- 🧬 Health Technology11.83%
- 🖥️ Technology Services8.03%
- 🚚 Transportation7.12%
- 🛍️ Retail Trade5.69%
- 💇♀️ Consumer Services4.52%
- 💼 Commercial Services3.94%
- 👥 Copy Trading3.4%
- 💻 Electronic Technology2.09%
- 🚗 Consumer Durables1.78%
- 🪙 Cryptocurrencies1.59%
- 📡 Communications0.83%
- 🍞 Consumer Non Durables0.64%
- 🧪 Process Industries0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.17%
- 🇺🇸 NYSE14.52%
- 🇭🇰 Hong Kong Exchanges3.31%
- 🇩🇪 FRA2.17%
- 🇬🇧 LSE1.76%
- 🌍 Digital Currency1.59%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.26%
- 🇨🇦 Canada13.25%
- 🇨🇳 China11.86%
- 🇩🇪 Germany2.17%
- 🇬🇧 United Kingdom2.08%
- 🇮🇪 Ireland0.32%
Dividends
Dividend Yield
0.37%
12 out of 34 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (6.49%)
Dividend Yield Breakdown
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 BTI (CannabisCare) | Pay Day | Feb 9, 2026 | $0.75 |
Performance Metrics
Score 2.8/10
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-7.4
-7.4
-8
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
0.79
0.79
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-7.4
-7.4
-8
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.2
0.2
0
0.75
1.25
2
2
Information Ratio
-0.43
-0.43
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.97
High:
AMD
114.62AMDLow:
01055.HK
-46.2201055.HKDetails
PEG Ratio
-15.93
High:AMD
142.47AMDLow:01055.HK
-1,389.6201055.HKDetails
Price/Book
2.74
High:
NIO
19.85NIOLow:
CLX
-607.99CLXDetails
Price/Sales
2.29
High:AMD
11.88AMDLow:
VOW3.DE
0.15VOW3.DEDetails
Price/CF
16.09
High:
MRNA
62.64MRNALow:
AAL
1.97AALDetails
Price/FCF
24.98
High:CLX
446.12CLXLow:
EZJ.L
4.94EZJ.LDetails
P/E Ratio
23.97
High:AMD
114.62AMDLow:01055.HK
-46.2201055.HKDetails
PEG Ratio
-15.93
High:AMD
142.47AMDLow:01055.HK
-1,389.6201055.HKDetails
Price/Book
2.74
High:NIO
19.85NIOLow:CLX
-607.99CLXDetails
Price/Sales
2.29
High:AMD
11.88AMDLow:VOW3.DE
0.15VOW3.DEDetails
Price/CF
16.09
High:MRNA
62.64MRNALow:AAL
1.97AALDetails
Price/FCF
24.98
High:CLX
446.12CLXLow:EZJ.L
4.94EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.54% | May 2015 | - | 129 |