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-0.09%
This Month
+7.04%
Year To Date
+51.4%
2 Years
+62.17%
5 Years
+322.56%
10 Years
+18.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.79%
- 👥 Copy Trading27.15%
- 🖥️ Technology Services6.74%
- ⛏️ Energy Minerals6.55%
- 🛍️ Retail Trade6.26%
- 📊 ETFs5.8%
- 🧬 Health Technology5.49%
- 🚗 Consumer Durables2.48%
- 💰 Finance2.31%
- 📡 Communications1.78%
- 🪙 Cryptocurrencies1.63%
- 💼 Commercial Services1.42%
- 🪨 Non Energy Minerals1.13%
- 💇♀️ Consumer Services1.08%
- 🏥 Health Services0.72%
- 🍞 Consumer Non Durables0.68%
- 💻 Electronic Technology0.39%
- ⚡ Utilities0.33%
- 🏭 Industrial Services0.27%
- 🧪 Process Industries0.15%
- 📦 Distribution Services0.1%
- 🛠️ Producer Manufacturing0.06%
- 🚚 Transportation0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.22%
- 🇺🇸 Nasdaq20.27%
- 🇭🇰 Hong Kong Exchanges5.11%
- LSE_AIM4.89%
- 🌍 Digital Currency3.95%
- 🇩🇪 FRA3.57%
- 🇬🇧 LSE2.84%
- 🇩🇰 Copenhagen Stock Exchange2.07%
- 🇳🇱 Euronext Amsterdam1.74%
- 🇮🇹 Borsa Italiana1.59%
- 🇺🇸 Chicago Board Options Exchange1%
- 🇨🇭 SIX0.57%
- 🇫🇷 Euronext Paris0.55%
- 🇪🇸 Bolsa De Madrid0.25%
- 🌍 CFD0.18%
- 🇸🇪 Stockholm Stock Exchange0.17%
- 🇦🇪 Dubai Financial Market0.16%
- 🇳🇴 Oslo Stock Exchange0.09%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.49%
- 🇬🇧 United Kingdom6.85%
- 🇨🇳 China5.81%
- 🇩🇪 Germany3.57%
- 🇩🇰 Denmark2.1%
- 🇧🇷 Brazil1.92%
- 🇮🇹 Italy1.59%
- 🇱🇺 Luxembourg1.57%
- 🇨🇭 Switzerland1.35%
- 🇺🇾 Uruguay1.06%
- 🇨🇦 Canada0.94%
- 🇮🇪 Ireland0.86%
- 🇳🇱 Netherlands0.66%
- 🇹🇼 Taiwan0.65%
- 🇮🇱 Israel0.58%
- 🇫🇷 France0.54%
- 🇭🇰 Hong Kong0.47%
- 🇦🇷 Argentina0.37%
- 🇪🇸 Spain0.25%
- 🇰🇷 South Korea0.19%
- 🇸🇪 Sweden0.17%
- 🇳🇴 Norway0.09%
- 🇦🇺 Australia0.06%
- 🇯🇵 Japan0.06%
- 🇫🇮 Finland0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.11%
63 out of 126 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $ABR (18.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NOVO-B.CO | 0.09% | 4.88% | $9.4 |
 Sergius95 | 0.07% | 2.55% | - |
 JeppeKirkBonde | 0.07% | 0.99% | - |
 PFE | 0.07% | 6.35% | $1.66 |
 PBR.A | 0.06% | 7.19% | $2.21 |
 P911.DE | 0.05% | 5.61% | $2.31 |
 VOW3.DE | 0.05% | 6.32% | $9.06 |
 Wesl3y | 0.05% | 0.83% | - |
 SPG | 0.05% | 4.34% | $7.75 |
 VZ | 0.04% | 5.63% | $2.66 |
 VALE | 0.04% | 7.23% | $1.33 |
 PBR | 0.03% | 6.36% | $1.73 |
 CVS | 0.03% | 3.52% | $2.54 |
 9988.HK | 0.03% | 0.72% | $0.98 |
 0941.HK | 0.03% | 6.67% | $4.83 |
 T | 0.02% | 3.99% | $1.11 |
 jaynemesis | 0.02% | 0.76% | - |
 MBG.DE | 0.02% | 11.82% | $5.3 |
 ABR | 0.02% | 18.6% | $1.72 |
 9618.HK | 0.02% | 3.74% | $2.97 |
 BMW.DE | 0.02% | 4.86% | $6 |
 BMY | 0.02% | 4.08% | $2.34 |
 MarianoPardo | 0.02% | 0.41% | - |
 UNH | 0.01% | 3.08% | $7.74 |
 thomaspj | 0.01% | 1.08% | - |
 BP.L | 0.01% | 5.22% | $0.23 |
 MSFT | 0.01% | 0.87% | $3 |
 GGAL | 0.01% | 2.93% | $1.57 |
 RIO.L | 0.01% | 4.02% | $3.41 |
 MPT | 0.01% | 5.92% | $0.6 |
 WU | 0.01% | 9.7% | $0.94 |
 MRK | 0.01% | 2.71% | $3.04 |
 AES | 0.01% | 4.28% | $0.68 |
 NKE | 0.01% | 2.56% | $1.45 |
 BEN | 0.01% | 4.77% | $1.23 |
 TROW | 0.01% | 5.36% | $4.92 |
 UVV | 0.01% | 6.08% | $3.21 |
 DIS | 0% | 1.43% | $0.75 |
 GOOG | 0% | 0.27% | $0.2 |
 BAS.DE | 0% | 4.6% | $3.4 |
 BAYN.DE | 0% | 0.26% | $0.11 |
 UPS | 0% | 5.76% | $6.5 |
 BHP | 0% | 3.22% | $3.01 |
 AEP | 0% | 2.84% | $3.47 |
 FNF | 0% | 3.96% | $1.89 |
 KRO | 0% | 3.4% | $0.76 |
 FR.PA | 0% | 3.24% | $0.4 |
 CCI | 0% | 5.52% | $6.26 |
 FTS | 0% | 3.22% | $1.73 |
 LEG | 0% | 1.75% | $1.43 |
 TGT | 0% | 3.93% | $4.42 |
 AMGN | 0% | 2.54% | $8.76 |
 PYPL | 0% | 0.59% | - |
 TXN | 0% | 2.61% | $5.14 |
 TM | 0% | 2.33% | $4.64 |
 ASML | 0% | 0.49% | $5.57 |
 MC.PA | 0% | 2.35% | $13 |
 misterg23 | 0% | 0.03% | - |
 CC.US | 0% | 1.94% | $1 |
 KER.PA | 0% | 1.03% | $14 |
 HUM | 0% | 2.03% | $3.54 |
 SCCO | 0% | -1.55% | $-3.76 |
 FG | 0% | -4.03% | $-0.83 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 6.7/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
27.94
27.94
-2
0
2
28
28
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
2.71
2.71
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
1.77
1.77
0
1
2
3
3
Jensen's Alpha
27.94
27.94
-2
0
2
28
28
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
2.71
2.71
0
0.75
1.25
3
3
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
23.76
High:BP.L
4,275BP.LLow:
HROW
-351.12HROWDetails
PEG Ratio
875.38
High:
INPST.NV
10,081.87INPST.NVLow:HROW
-414.45HROWDetails
Price/Book
4.67
High:HROW
42.09HROWLow:CCI
-22.89CCIDetails
Price/Sales
3.65
High:
CRSP
1,498.25CRSPLow:
RKH.L
-RKH.LDetails
Price/CF
17.33
High:HROW
105.97HROWLow:FG
0.79FGDetails
Price/FCF
65.86
High:TXN
4,155.74TXNLow:FG
0.81FGDetails
P/E Ratio
23.76
High:BP.L
4,275BP.LLow:HROW
-351.12HROWDetails
PEG Ratio
875.38
High:INPST.NV
10,081.87INPST.NVLow:HROW
-414.45HROWDetails
Price/Book
4.67
High:HROW
42.09HROWLow:CCI
-22.89CCIDetails
Price/Sales
3.65
High:CRSP
1,498.25CRSPLow:RKH.L
-RKH.LDetails
Price/CF
17.33
High:HROW
105.97HROWLow:FG
0.79FGDetails
Price/FCF
65.86
High:TXN
4,155.74TXNLow:FG
0.81FGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.93% | Jan 2018 | Sep 2025 | 92 |
-6.34% | Oct 2017 | Nov 2017 | 1 |
-3.13% | Nov 2025 | Jan 2026 | 2 |
-0.09% | Mar 2026 | - | 1 |