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-0.06%
Today
-0.06%
This Month
+1.84%
Year To Date
+34.31%
2 Years
+34.31%
5 Years
+23.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.86%
- 💵 Cash21.94%
- 💻 Electronic Technology5.8%
- 💰 Finance3.39%
- 🧬 Health Technology3.36%
- 🖥️ Technology Services3.2%
- 🚚 Transportation3.15%
- 🛍️ Retail Trade2.41%
- 💇♀️ Consumer Services1.82%
- 🍞 Consumer Non Durables1.49%
- 📊 ETFs1.07%
- 💼 Commercial Services0.78%
- 🏥 Health Services0.53%
- 📦 Distribution Services0.46%
- ⚡ Utilities0.4%
- ⛏️ Energy Minerals0.29%
- 🪨 Non Energy Minerals0.28%
- 🧪 Process Industries0.25%
- 🛠️ Producer Manufacturing0.23%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.61%
- 🇺🇸 Nasdaq25.83%
- 🇬🇧 LSE11.77%
- 🌍 Digital Currency2.94%
- 🇸🇪 Stockholm Stock Exchange2.24%
- 🇫🇷 Euronext Paris1.33%
- 🇳🇱 Euronext Amsterdam0.37%
- 🇩🇪 FRA0.18%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇩🇰 Copenhagen Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.25%
- 🇬🇧 United Kingdom12.26%
- 🇨🇦 Canada3.79%
- 🇸🇪 Sweden2.24%
- 🇫🇷 France1.33%
- 🇳🇱 Netherlands0.65%
- 🇱🇺 Luxembourg0.32%
- 🇮🇪 Ireland0.32%
- 🇯🇵 Japan0.3%
- 🇰🇷 South Korea0.21%
- 🇩🇪 Germany0.18%
- 🇮🇱 Israel0.15%
- 🇨🇭 Switzerland0.08%
- 🇨🇳 China0.07%
- 🇸🇬 Singapore0.06%
- 🇩🇰 Denmark0.05%
- 🇺🇾 Uruguay0.03%
- 🇰🇾 Cayman Islands0.01%
Dividends
Dividend Yield
0.54%
46 out of 72 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $NG.L (5.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ChristopheNour | 0.14% | 0.69% | - |
 thomaspj | 0.11% | 0.47% | - |
 KO | 0.05% | 3.06% | $1.89 |
 CS.PA | 0.03% | 5.4% | $1.98 |
 NG.L | 0.02% | 5.61% | $0.57 |
 IAG.L | 0.02% | 0.61% | - |
 PUB.PA | 0.01% | 3.31% | $3.4 |
 MRK | 0.01% | 3.2% | $3.04 |
 ZTS | 0.01% | 1.05% | $1.67 |
 COP | 0.01% | 3.16% | $3.25 |
 SYY | 0.01% | 2.78% | $2.01 |
 WMT | 0.01% | 0.85% | $0.81 |
 Etcaetera | 0.01% | 0.45% | - |
 ICE | 0.01% | 1.13% | $1.77 |
 QQQ | 0.01% | 0.64% | - |
 AZN | 0.01% | 2.06% | $1.42 |
 CTEC.L | 0.01% | 2% | $0.05 |
 CAP.PA | 0.01% | 1.92% | $3.4 |
 BLK | 0.01% | 1.91% | $20.2 |
 MUFG | 0.01% | 1.87% | $0.23 |
 JPM | 0.01% | 1.8% | $4.4 |
 LLY | 0.01% | 0.67% | $4.86 |
 GE | 0.01% | 0.55% | $0.44 |
 COST | 0.01% | 0.47% | $19.22 |
 TJX | 0% | 1.2% | $1.42 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 EZJ.L | 0% | 0.88% | $0.05 |
 PCAR | 0% | 1.11% | $1.11 |
 AER | 0% | 0.78% | $0.25 |
 GL | 0% | 0.79% | $0.93 |
 NWSA | 0% | 0.71% | $0.2 |
 Tibi05 | 0% | 0.37% | - |
 jkcaeser | 0% | 0.34% | - |
 MRVL | 0% | 0.21% | $0.24 |
 V | 0% | 0.65% | $2.01 |
 CCK | 0% | 1.14% | $0.98 |
 CRM | 0% | 0.47% | $0.4 |
 SAP.DE | 0% | 0.82% | $2.2 |
 ARMK | 0% | 1.03% | $0.4 |
 SPGI | 0% | 0.71% | $3.62 |
 CHE | 0% | 0.32% | $1.6 |
 GOOG | 0% | 0.29% | $0.2 |
 SHW | 0% | 0.77% | $2.64 |
 MLM | 0% | 0.56% | $2.96 |
 PRX.NV | 0% | 0.27% | $0.07 |
 RVTY | 0% | 0.22% | $0.28 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
COST | Ex-Dividend | Feb 7 | $1.16 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
MA (jkcaeser) | Pay Day | Feb 7 | $0.76 |
ARMK | Ex-Dividend | Feb 10 | $0.10 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 LVS (Tibi05) | Ex-Dividend | Feb 10 | $0.20 |
 ASML.NV (Etcaetera) | Ex-Dividend | Feb 10 | $1.58 |
 AAPL (jkcaeser) | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
V (jkcaeser) | Ex-Dividend | Feb 11 | $0.59 |
PCAR | Ex-Dividend | Feb 12 | $0.33 |
TJX | Ex-Dividend | Feb 13 | $0.38 |
AAPL (jkcaeser) | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
 SBUX (jkcaeser) | Ex-Dividend | Feb 14 | $0.61 |
 MS (jkcaeser) | Pay Day | Feb 14 | $0.92 |
LVS (Tibi05) | Pay Day | Feb 19 | $0.20 |
ASML.NV (Etcaetera) | Pay Day | Feb 19 | $1.58 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 MSFT (Tibi05) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Etcaetera) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (jkcaeser) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (jkcaeser) | Pay Day | Feb 20 | $1.41 |
COST | Pay Day | Feb 21 | $1.16 |
ARMK | Pay Day | Feb 24 | $0.10 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
SBUX (jkcaeser) | Pay Day | Feb 28 | $0.61 |
GS (jkcaeser) | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
V (jkcaeser) | Pay Day | Mar 3 | $0.59 |
ZTS | Pay Day | Mar 4 | $0.50 |
ZTS (Tibi05) | Pay Day | Mar 4 | $0.50 |
PCAR | Pay Day | Mar 5 | $0.33 |
TJX | Pay Day | Mar 6 | $0.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
LLY | Pay Day | Mar 10 | $1.50 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT (Tibi05) | Pay Day | Mar 13 | $0.83 |
MSFT (Etcaetera) | Pay Day | Mar 13 | $0.83 |
MSFT (jkcaeser) | Pay Day | Mar 13 | $0.83 |
 GRMN (jkcaeser) | Ex-Dividend | Mar 14 | $0.75 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BLK | Pay Day | Mar 24 | $5.21 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
GS (jkcaeser) | Pay Day | Mar 28 | $3.00 |
GRMN (jkcaeser) | Pay Day | Mar 28 | $0.75 |
MRK | Pay Day | Apr 7 | $0.81 |
RVTY | Ex-Dividend | Apr 17 | $0.07 |
RVTY | Pay Day | May 9 | $0.07 |
Performance Metrics
Score 6.8/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
4.51
4.51
0
0.3
0.6
5
5
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
1.34
1.34
0
0.5
1
2
2
Sortino Ratio
2.8
2.8
0
1
2
3
3
Jensen's Alpha
2.26
2.26
-2
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
1.58
1.58
0
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
4.51
4.51
0
0.3
0.6
5
5
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.55% | Apr 2024 | Jun 2024 | 2 |
-3.72% | Aug 2023 | Nov 2023 | 3 |
-1.67% | Dec 2024 | Jan 2025 | 1 |
-1.63% | Oct 2024 | Nov 2024 | 1 |