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-0.04%
Today
-0.04%
This Month
+3.93%
Year To Date
+69.55%
2 Years
+57.61%
5 Years
+8.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading60.94%
- 💻 Electronic Technology13.15%
- 💼 Commercial Services6.23%
- 💰 Finance5.37%
- 🖥️ Technology Services3.51%
- 🛍️ Retail Trade2.77%
- 💇♀️ Consumer Services2.53%
- 🚗 Consumer Durables1.92%
- 💵 Cash0.95%
- 🪙 Cryptocurrencies0.57%
- 🧪 Process Industries0.3%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.66%
- 🇺🇸 NYSE37.62%
- 🇬🇧 LSE3.15%
- 🇩🇪 Xetra ETFs2.86%
- 🇭🇰 Hong Kong Exchanges1.8%
- 🇫🇷 Euronext Paris0.82%
- 🌍 Digital Currency0.57%
- 🇩🇪 FRA0.47%
- 🇮🇹 Borsa Italiana0.44%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇳🇱 Euronext Amsterdam0.36%
- 🇧🇪 Euronext Brussels0.23%
- 🇨🇭 SIX0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.3%
- 🇯🇵 Japan14.29%
- 🇨🇳 China3.86%
- 🇬🇧 United Kingdom2.57%
- 🇸🇬 Singapore1.09%
- 🇹🇼 Taiwan0.99%
- 🇫🇷 France0.82%
- 🇨🇦 Canada0.75%
- 🇮🇪 Ireland0.63%
- 🇳🇱 Netherlands0.59%
- 🇧🇷 Brazil0.57%
- 🇩🇪 Germany0.47%
- 🇮🇹 Italy0.44%
- 🇮🇱 Israel0.43%
- 🇪🇸 Spain0.4%
- 🇨🇴 Colombia0.31%
- 🇸🇪 Sweden0.28%
- 🇧🇪 Belgium0.23%
- 🇨🇭 Switzerland0.15%
- 🇫🇮 Finland0.14%
- 🇱🇺 Luxembourg0.1%
- 🇺🇾 Uruguay0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.98%
19 out of 25 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.2% | 2.53% | - |
 Utilities | 0.13% | 3.66% | - |
 triangulacapital | 0.09% | 4.29% | - |
 InTheGame | 0.09% | 0.43% | - |
 AmitKup | 0.07% | 3.36% | - |
 Private-Equity | 0.07% | 1.76% | - |
 Drcmart | 0.06% | 3.62% | - |
 Cancer-Med | 0.06% | 0.96% | - |
 SONY | 0.05% | 0.41% | $0.49 |
 DroneTech | 0.04% | 0.99% | - |
 SCI | 0.04% | 1.54% | $1.18 |
 INTC | 0.02% | 2.57% | $0.5 |
 TM | 0.02% | 2.58% | $4.64 |
 HMC | 0.02% | 2.6% | $0.65 |
 AI-Revolution | 0.01% | 0.22% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 Core-Equity | 0% | 0.08% | - |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 VZ (Drcmart) | Pay Day | Feb 3 | $0.68 |
 BATS.L (Drcmart) | Pay Day | Feb 3 | $0.74 |
 BMY (Cancer-Med) | Pay Day | Feb 3 | $0.62 |
 NI (Utilities) | Ex-Dividend | Feb 3 | $0.28 |
 PNW (Utilities) | Ex-Dividend | Feb 3 | $0.90 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 AWK (Drcmart) | Ex-Dividend | Feb 7 | $0.76 |
GD (DroneTech) | Pay Day | Feb 7 | $1.42 |
 PH (DroneTech) | Ex-Dividend | Feb 7 | $1.63 |
 HWM (DroneTech) | Ex-Dividend | Feb 7 | $0.10 |
 HXL (DroneTech) | Ex-Dividend | Feb 7 | $0.17 |
 FE (Utilities) | Ex-Dividend | Feb 7 | $0.42 |
AWK (Utilities) | Ex-Dividend | Feb 7 | $0.76 |
 AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
 AEP (Utilities) | Ex-Dividend | Feb 10 | $0.93 |
 ETR (Utilities) | Ex-Dividend | Feb 10 | $0.60 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
TXN (DroneTech) | Pay Day | Feb 11 | $1.36 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
 XOM (Drcmart) | Ex-Dividend | Feb 12 | $0.99 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
 AMGN (Cancer-Med) | Ex-Dividend | Feb 14 | $2.38 |
 ABBV (Cancer-Med) | Pay Day | Feb 14 | $1.64 |
 LLY (Cancer-Med) | Ex-Dividend | Feb 14 | $1.50 |
HXL (DroneTech) | Pay Day | Feb 14 | $0.17 |
 DUK (Utilities) | Ex-Dividend | Feb 14 | $1.04 |
 WEC (Utilities) | Ex-Dividend | Feb 14 | $0.89 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
 ATKR (Drcmart) | Ex-Dividend | Feb 18 | $0.32 |
JNJ (Cancer-Med) | Ex-Dividend | Feb 18 | $1.24 |
 SO (Utilities) | Ex-Dividend | Feb 18 | $0.72 |
 LNT (Utilities) | Pay Day | Feb 18 | $0.51 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
 ED (Utilities) | Ex-Dividend | Feb 19 | $0.85 |
 MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Drcmart) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (DroneTech) | Pay Day | Feb 20 | $1.41 |
 CNP (Utilities) | Ex-Dividend | Feb 20 | $0.22 |
NI (Utilities) | Pay Day | Feb 20 | $0.28 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
 RTX (DroneTech) | Ex-Dividend | Feb 21 | $0.63 |
HWM (DroneTech) | Pay Day | Feb 25 | $0.10 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
ATKR (Drcmart) | Pay Day | Feb 28 | $0.32 |
 D (Utilities) | Ex-Dividend | Feb 28 | $0.67 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
FE (Utilities) | Pay Day | Mar 1 | $0.42 |
WEC (Utilities) | Pay Day | Mar 1 | $0.89 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
LMT (DroneTech) | Ex-Dividend | Mar 3 | $3.30 |
ETR (Utilities) | Pay Day | Mar 3 | $0.60 |
PNW (Utilities) | Pay Day | Mar 3 | $0.90 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
AWK (Drcmart) | Pay Day | Mar 4 | $0.76 |
JNJ (Cancer-Med) | Pay Day | Mar 4 | $1.24 |
ES (Utilities) | Ex-Dividend | Mar 4 | $0.75 |
AWK (Utilities) | Pay Day | Mar 4 | $0.76 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
SO (Utilities) | Pay Day | Mar 6 | $0.72 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
 BLK (Drcmart) | Ex-Dividend | Mar 7 | $5.21 |
 PFE (Cancer-Med) | Pay Day | Mar 7 | $0.43 |
AMGN (Cancer-Med) | Pay Day | Mar 7 | $2.38 |
PH (DroneTech) | Pay Day | Mar 7 | $1.63 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
XOM (Drcmart) | Pay Day | Mar 10 | $0.99 |
 CNI (Drcmart) | Ex-Dividend | Mar 10 | $0.62 |
LLY (Cancer-Med) | Pay Day | Mar 10 | $1.50 |
BDX (Cancer-Med) | Ex-Dividend | Mar 10 | $1.04 |
AEP (Utilities) | Pay Day | Mar 10 | $0.93 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (Drcmart) | Pay Day | Mar 13 | $0.83 |
CNP (Utilities) | Pay Day | Mar 13 | $0.22 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
ED (Utilities) | Pay Day | Mar 14 | $0.85 |
 MRK (Cancer-Med) | Ex-Dividend | Mar 17 | $0.81 |
DUK (Utilities) | Pay Day | Mar 17 | $1.04 |
 TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Drcmart) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
RTX (DroneTech) | Pay Day | Mar 20 | $0.63 |
D (Utilities) | Pay Day | Mar 20 | $0.67 |
BLK (Drcmart) | Pay Day | Mar 24 | $5.21 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
LMT (DroneTech) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
CNI (Drcmart) | Pay Day | Mar 31 | $0.62 |
BDX (Cancer-Med) | Pay Day | Mar 31 | $1.04 |
ES (Utilities) | Pay Day | Mar 31 | $0.75 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
MRK (Cancer-Med) | Pay Day | Apr 7 | $0.81 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
TSM (Drcmart) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 3.6/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.11
-3.11
-4
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-3.11
-3.11
-4
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.66% | Nov 2021 | Nov 2024 | 36 |
-23.55% | Feb 2020 | Aug 2020 | 6 |
-7.62% | May 2021 | Aug 2021 | 3 |
-5.9% | Sep 2021 | Oct 2021 | 1 |
-3.65% | Sep 2020 | Nov 2020 | 2 |
-1.38% | Dec 2024 | Jan 2025 | 1 |