AustralianFX avatar
AustralianFX
🇮🇹 Growth Stock Investor.
23 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

+0.48%
Today
-0.2%
This Month
+1.89%
Year To Date
+22.46%
2 Years
+27.35%
5 Years
+11.17%
Annualized
  • AustralianFX
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    91.2%
  • 🪙 Cryptocurrencies
    4.48%
  • 🧬 Health Technology
    0.72%
  • 📈 Indexes
    0.59%
  • 🏭 Industrial Services
    0.55%
  • 🖥️ Technology Services
    0.31%
  • 💼 Commercial Services
    0.3%
  • 💰 Finance
    0.28%
  • 🏥 Health Services
    0.27%
  • 💹 Forex
    0.19%
  • 💵 Cash
    0.18%
  • 🛠️ Producer Manufacturing
    0.14%
  • 💻 Electronic Technology
    0.14%
  • 🛍️ Retail Trade
    0.08%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇬🇧 LSE
    38.02%
  • 🇩🇪 Xetra ETFs
    36.22%
  • 🇺🇸 NYSE
    13.29%
  • 🌍 Digital Currency
    4.48%
  • 🇺🇸 Nasdaq
    3.65%
  • 🇺🇸 Chicago Board Options Exchange
    2.81%
  • 🌍 CFD
    0.59%
  • 🌍 FX
    0.19%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    2.79%

Dividends

Dividend Yield

0.89%

19 out of 44 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $SMIN.US (8.11%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
TMF
TMF
0.33%
3.68%
-
IS0R.DE
IS0R.DE
0.17%
4.65%
-
FALN
FALN
0.16%
6.24%
-
SMIN.US
SMIN.US
0.1%
8.11%
-
VTV
VTV
0.04%
2.2%
-
MOAT
MOAT
0.02%
1.38%
-
APAM
APAM
0.01%
6.92%
$2.55
MPLX
MPLX
0.01%
6.86%
$3.33
ET
ET
0.01%
7.36%
$1.25
EPD
EPD
0.01%
6.28%
$2.03
JNJ
JNJ
0%
2.98%
$4.81
MRK
MRK
0%
3.34%
$3.04
QCOM
QCOM
0%
2.11%
$3.25
YOU
YOU
0%
1.77%
$0.35
GEN
GEN
0%
1.77%
$0.5
RJF
RJF
0%
1.33%
$1.77
CSL
CSL
0%
1.15%
$3.4
FTI
FTI
0%
0.75%
$0.2
UHS
UHS
0%
0.46%
$0.8

Next Dividends

Instrument
Type
Date
Pay Per Share
GEN
GEN
Pay Day
Mar 12
$0.12
MRK
MRK
Ex-Dividend
Mar 17
$0.81
UHS
UHS
Pay Day
Mar 17
$0.20
FTI
FTI
Ex-Dividend
Mar 18
$0.05
YOU
YOU
Pay Day
Mar 18
$0.27
QCOM
QCOM
Pay Day
Mar 27
$0.85
RJF
RJF
Ex-Dividend
Apr 1
$0.50
FTI
FTI
Pay Day
Apr 2
$0.05
MRK
MRK
Pay Day
Apr 7
$0.81
RJF
RJF
Pay Day
Apr 15
$0.50
FALN
FALN
Pay Day
May 7
$0.13
IS0R.DE
IS0R.DE
Pay Day
May 30
$-
VTV
VTV
Pay Day
Jul 1
$-
TMF
TMF
Pay Day
Jul 2
$-
MOAT
MOAT
Pay Day
Dec 24
$-

Performance Metrics

Score 5.7/10

Beta

0.84
0.84
0
0.8
1.2
0
2

Sharpe Ratio

0.46
0.46
0
0.5
1
1.5
1.5

Sortino Ratio

0.95
0.95
0
1
2
3
3

Jensen's Alpha

2.65
2.65
-2
0
2
4.5
4.5

Omega Ratio

1.05
1.05
0
1
1.5
2.5
2.5

Treynor Ratio

1.15
1.15
0
0.75
1.25
2
2

Information Ratio

0.04
0.04
0
0.3
0.6
1
1

Calmar Ratio

0.37
0.37
0
0.3
0.6
1
1

Drawdowns

  • AustralianFX
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-30.32%
Jan 2018Aug 202143
-28.03%
Nov 2021-41
-10.43%
Oct 2017Nov 20171
-7.15%
Jan 2016Mar 20162
-4.26%
Sep 2021Oct 20211
-2.86%
Apr 2017Jun 20172
-1.47%
Dec 2016Jan 20171
-1.21%
May 2016Jun 20161

Monthly Performance