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-2.4%
This Month
-6.21%
Year To Date
+0.02%
2 Years
-8.81%
5 Years
+19.58%
10 Years
+2.19%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance28.29%
- 👥 Copy Trading18.23%
- 🖥️ Technology Services14.87%
- 💵 Cash10.53%
- 🪙 Cryptocurrencies6.33%
- 📊 ETFs5.59%
- 💻 Electronic Technology2.86%
- 🪨 Non Energy Minerals1.75%
- 📦 Distribution Services1.7%
- ⛏️ Energy Minerals1.51%
- 🛍️ Retail Trade1.35%
- ⚡ Utilities1.32%
- 🚗 Consumer Durables1.25%
- 💼 Commercial Services1.19%
- 📈 Indexes1.03%
- 🍞 Consumer Non Durables0.9%
- 💇♀️ Consumer Services0.83%
- 🏥 Health Services0.67%
- 🧬 Health Technology0.48%
- 🛠️ Producer Manufacturing0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.09%
- 🇺🇸 Nasdaq23.76%
- 🌍 Digital Currency6.33%
- 🇬🇧 LSE4.27%
- 🇨🇭 SIX1.24%
- 🌍 CFD1.03%
- 🇩🇪 FRA0.97%
- 🇫🇷 Euronext Paris0.61%
- 🇳🇴 Oslo Stock Exchange0.55%
- 🇳🇱 Euronext Amsterdam0.52%
- 🇭🇰 Hong Kong Exchanges0.51%
- 🇪🇸 Bolsa De Madrid0.5%
- 🇺🇸 Chicago Board Options Exchange0.4%
- 🇸🇪 Stockholm Stock Exchange0.35%
- 🇦🇪 Dubai Financial Market0.28%
- 🇩🇰 Copenhagen Stock Exchange0.26%
- 🇮🇹 Borsa Italiana0.23%
- Regular Trading Hours - RTH0.09%
- 🇫🇮 Helsinki Stock Exchange0.09%
- 🇩🇪 Xetra ETFs0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.84%
- 🇨🇭 Switzerland3.2%
- 🇨🇦 Canada2.8%
- 🇬🇧 United Kingdom2.33%
- 🇹🇼 Taiwan2.01%
- 🇨🇳 China1.25%
- 🇩🇪 Germany0.97%
- 🇳🇱 Netherlands0.74%
- 🇫🇷 France0.61%
- 🇳🇴 Norway0.55%
- 🇮🇪 Ireland0.54%
- 🇪🇸 Spain0.5%
- 🇸🇪 Sweden0.35%
- 🇩🇰 Denmark0.26%
- 🇮🇹 Italy0.23%
- 🇰🇷 South Korea0.18%
- 🇫🇮 Finland0.09%
- 🇱🇺 Luxembourg0.08%
- 🇮🇱 Israel0.08%
- 🇧🇷 Brazil0.06%
- 🇺🇾 Uruguay0.01%
- 🇯🇵 Japan0.01%
- 🇸🇬 Singapore0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.55%
34 out of 60 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VAR.OL (13.03%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.14% | 1.02% | - |
 VAR.OL | 0.05% | 13.03% | - |
 GLEN.L | 0.04% | 2.41% | $0.1 |
 NWG | 0.03% | 5.4% | $0.42 |
 CCalle | 0.02% | 1.63% | - |
 MSFT | 0.02% | 0.86% | $3 |
 UNH | 0.02% | 3.04% | $7.74 |
 P911.DE | 0.02% | 5.84% | $2.31 |
 META | 0.02% | 0.32% | $1 |
 B | 0.02% | 1.81% | $0.4 |
 RuberEvolutio96 | 0.02% | 1.62% | - |
 EXE | 0.02% | 2.18% | $2.3 |
 ACN | 0.02% | 2.98% | $4.99 |
 EXC | 0.02% | 3.3% | $1.48 |
 KO | 0.01% | 2.64% | $1.89 |
 CFR.ZU | 0.01% | 2.06% | $2.75 |
 DUK | 0.01% | 3.23% | $4.1 |
 GAW.L | 0.01% | 2.8% | $5.5 |
 ENEL.MI | 0.01% | 5.04% | $0.43 |
 CRM | 0.01% | 0.87% | $0.4 |
 QCOM | 0.01% | 2.58% | $3.25 |
 TSM | 0.01% | 0.78% | $1.74 |
 RCL | 0.01% | 1.48% | - |
 BABA | 0.01% | 0.79% | $0.98 |
 about_trading | 0.01% | 0.57% | - |
 IBE.MC | 0% | 2.75% | $0.45 |
 EQT | 0% | 1.05% | $0.62 |
 BKNG | 0% | 0.93% | $17.5 |
 RWE.DE | 0% | 2.05% | $1 |
 ManssonEric | 0% | 0.32% | - |
 MA | 0% | 0.62% | $2.46 |
 MU | 0% | 0.11% | $0.46 |
 NVDA | 0% | 0.02% | $0.02 |
 BATS.L | -0.02% | -5.48% | $-2.36 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 3/10
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-4.89
-4.89
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
0.84
0.84
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.2
0.2
0
1
2
3
3
Jensen's Alpha
-4.89
-4.89
-5
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
20.19
High:
DDOG
399.49DDOGLow:
OKLO
-126.35OKLODetails
PEG Ratio
128.22
High:ACN
1,453.08ACNLow:OKLO
-140.49OKLODetails
Price/Book
2.43
High:VAR.OL
281.2VAR.OLLow:BKNG
-24.32BKNGDetails
Price/Sales
3.98
High:
UEC
141.46UECLow:OKLO
-OKLODetails
Price/CF
21.1
High:
SHOP
103.19SHOPLow:VAR.OL
2.35VAR.OLDetails
Price/FCF
47.25
High:BABA
1,196.17BABALow:RWE.DE
6.92RWE.DEDetails
P/E Ratio
20.19
High:DDOG
399.49DDOGLow:OKLO
-126.35OKLODetails
PEG Ratio
128.22
High:ACN
1,453.08ACNLow:OKLO
-140.49OKLODetails
Price/Book
2.43
High:VAR.OL
281.2VAR.OLLow:BKNG
-24.32BKNGDetails
Price/Sales
3.98
High:UEC
141.46UECLow:OKLO
-OKLODetails
Price/CF
21.1
High:SHOP
103.19SHOPLow:VAR.OL
2.35VAR.OLDetails
Price/FCF
47.25
High:BABA
1,196.17BABALow:RWE.DE
6.92RWE.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.46% | Nov 2021 | - | 53 |
-38.29% | May 2018 | Oct 2019 | 17 |
-28.75% | Dec 2019 | Jul 2020 | 7 |
-11.19% | Mar 2018 | Apr 2018 | 1 |
-6.46% | Sep 2020 | Jan 2021 | 4 |
-3.37% | May 2021 | Aug 2021 | 3 |
-0.97% | Feb 2021 | Mar 2021 | 1 |