Loading...
-0.39%
Today
-0.39%
This Month
-0.63%
Year To Date
+30.49%
2 Years
+23.77%
5 Years
+6.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash39.96%
- 👥 Copy Trading16.82%
- 🪙 Cryptocurrencies10.77%
- 💰 Finance1.42%
- ⚡ Utilities1.42%
- 🍞 Consumer Non Durables1.35%
- 💻 Electronic Technology0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency16.09%
- 🇮🇹 Borsa Italiana2.84%
- 🇺🇸 Nasdaq1.74%
- 🇳🇴 Oslo Stock Exchange1.35%
- 🇺🇸 NYSE1.23%
- 🇬🇧 LSE0.28%
- 🇩🇰 Copenhagen Stock Exchange0.08%
- 🇩🇪 FRA0.03%
- 🇫🇷 Euronext Paris0.01%
- 🇧🇪 Euronext Brussels0.01%
Countries Breakdown
- Country
- Total
- 🇮🇹 Italy2.84%
- 🇺🇸 United States2.61%
- 🇳🇴 Norway1.35%
- 🇬🇧 United Kingdom0.25%
- 🇹🇼 Taiwan0.15%
- 🇮🇱 Israel0.1%
- 🇩🇰 Denmark0.08%
- 🇰🇾 Cayman Islands0.05%
- 🇩🇪 Germany0.03%
- 🇫🇷 France0.01%
- 🇧🇪 Belgium0.01%
Dividends
Dividend Yield
0.18%
5 out of 11 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $A2A.MI (4.19%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 A2A.MI | 0.06% | 4.19% | $0.1 |
 AZM.MI | 0.06% | 3.89% | $0.99 |
 ORK.OL | 0.04% | 2.86% | $3 |
 rubymza | 0.02% | 0.74% | - |
 cadetlevel2 | 0% | 0.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (rubymza) | Pay Day | Feb 3 | $0.15 |
 MA (rubymza) | Pay Day | Feb 7 | $0.76 |
 SIE.DE (rubymza) | Ex-Dividend | Feb 14 | $5.45 |
 GEHC (rubymza) | Pay Day | Feb 14 | $0.04 |
SIE.DE (rubymza) | Pay Day | Feb 18 | $5.45 |
 CSL (rubymza) | Ex-Dividend | Feb 18 | $1.00 |
 MSFT (rubymza) | Ex-Dividend | Feb 20 | $0.83 |
 GS (rubymza) | Ex-Dividend | Feb 28 | $3.00 |
CSL (rubymza) | Pay Day | Mar 3 | $1.00 |
 GM (rubymza) | Ex-Dividend | Mar 7 | $0.12 |
MSFT (rubymza) | Pay Day | Mar 13 | $0.83 |
 TSM (rubymza) | Ex-Dividend | Mar 18 | $0.69 |
GM (rubymza) | Pay Day | Mar 20 | $0.12 |
GS (rubymza) | Pay Day | Mar 28 | $3.00 |
TSM (rubymza) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
4.22
4.22
-2
0
2
5
5
Omega Ratio
1.05
1.05
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
0.06
0.06
0
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.61% | Apr 2022 | Mar 2024 | 23 |
-22.07% | Apr 2024 | Nov 2024 | 7 |
-4.93% | Dec 2024 | - | 2 |