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-0.45%
Today
-0.45%
This Month
+3.91%
Year To Date
+31.15%
2 Years
-37.46%
5 Years
-13.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading24.07%
- 📊 ETFs16.56%
- 💻 Electronic Technology11.53%
- 💰 Finance9.35%
- 🖥️ Technology Services8.17%
- 🍞 Consumer Non Durables4.72%
- 🚗 Consumer Durables3.63%
- 🪙 Cryptocurrencies3.39%
- 💼 Commercial Services2.92%
- ⛏️ Energy Minerals2.73%
- 🧬 Health Technology2.66%
- 🪨 Non Energy Minerals2.2%
- 🛍️ Retail Trade2.09%
- 🛠️ Producer Manufacturing1.4%
- 💇♀️ Consumer Services1.34%
- 🧪 Process Industries0.67%
- 🏥 Health Services0.64%
- 📦 Distribution Services0.54%
- 💵 Cash0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.82%
- 🇺🇸 Nasdaq27.41%
- 🌍 Digital Currency15.46%
- 🇫🇷 Euronext Paris8.64%
- 🇨🇭 SIX3.77%
- 🇬🇧 LSE3.34%
- 🇩🇪 FRA1.26%
- 🇩🇪 Xetra ETFs0.58%
- 🇭🇰 Hong Kong Exchanges0.56%
- 🇮🇹 Borsa Italiana0.14%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇧🇪 Euronext Brussels0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States37.07%
- 🇫🇷 France8.64%
- 🇨🇭 Switzerland6.84%
- 🇨🇳 China2.24%
- 🇹🇼 Taiwan1.58%
- 🇩🇪 Germany1.26%
- 🇨🇦 Canada1.03%
- 🇰🇷 South Korea0.95%
- 🇳🇱 Netherlands0.77%
- 🇧🇷 Brazil0.55%
- 🇬🇧 United Kingdom0.37%
- 🇮🇱 Israel0.19%
- 🇯🇵 Japan0.18%
- 🇮🇹 Italy0.14%
- 🇧🇪 Belgium0.1%
- 🇸🇪 Sweden0.09%
- 🇪🇸 Spain0.07%
- 🇮🇳 India0.07%
Dividends
Dividend Yield
1.33%
57 out of 97 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TTE.PA | 0.11% | 5.61% | $3.06 |
 TheBigBanks | 0.09% | 3.97% | - |
 VOO | 0.06% | 1.26% | - |
 VALE | 0.05% | 9.88% | $1.33 |
 VT.US | 0.05% | 2.9% | - |
 BNP.PA | 0.05% | 7.02% | $4.6 |
 VRLA.PA | 0.05% | 7.2% | $2.15 |
 VNQ | 0.05% | 3.78% | - |
 BLK | 0.04% | 1.91% | $20.2 |
 Private-Equity | 0.04% | 1.76% | - |
 GreenbullInvest | 0.03% | 0.27% | - |
 XLB | 0.03% | 2% | - |
 GS | 0.03% | 1.83% | $11 |
 KER.PA | 0.03% | 4.54% | $14 |
 STAG | 0.03% | 4.34% | $1.47 |
 MRN.PA | 0.03% | 5.69% | $1.25 |
 JPM | 0.03% | 1.8% | $4.4 |
 RXL.PA | 0.03% | 4.7% | $1.2 |
 ROG.ZU | 0.02% | 3.39% | $9.6 |
 NESN.ZU | 0.02% | 3.86% | $3 |
 PEP | 0.02% | 3.54% | $5.15 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 KO | 0.02% | 3.06% | $1.89 |
 PGHN.ZU | 0.02% | 2.8% | $39 |
 HST | 0.02% | 4.79% | $0.78 |
 TLT | 0.02% | 1.42% | - |
 ERA.PA | 0.02% | 2.78% | $1.5 |
 BN.PA | 0.02% | 3.12% | $2.1 |
 UHR.ZU | 0.02% | 3.84% | $6.5 |
 PUB.PA | 0.02% | 3.31% | $3.4 |
 UBS | 0.02% | 2.13% | $0.71 |
 NVS | 0.02% | 3.05% | $3.2 |
 WY | 0.02% | 2.61% | $0.78 |
 MC.PA | 0.02% | 1.85% | $13 |
 CFR.ZU | 0.02% | 1.55% | $2.75 |
 INTC | 0.02% | 2.57% | $0.5 |
 TSM | 0.01% | 0.93% | $1.74 |
 CDI.PA | 0.01% | 2.01% | $13 |
 AVGO | 0.01% | 0.98% | $19.7 |
 GoldenEnergy | 0.01% | 0.74% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 EQT | 0.01% | 1.23% | $0.62 |
 LOGI | 0.01% | 1.31% | $1.18 |
 LDOS | 0.01% | 1.08% | $1.5 |
 RHM.DE | 0.01% | 0.76% | $5.7 |
 QQQ | 0.01% | 0.64% | - |
 Web3Applications | 0.01% | 0.93% | - |
 V | 0.01% | 0.65% | $2.01 |
 MSFT | 0.01% | 0.76% | $3 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MA | 0.01% | 0.49% | $2.46 |
 GOOG | 0% | 0.29% | $0.2 |
 TER | 0% | 0.41% | $0.46 |
 CRM | 0% | 0.47% | $0.4 |
 CCJ | 0% | 0.24% | $0.09 |
 GOOGL | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 C (TheBigBanks) | Ex-Dividend | Feb 3 | $0.56 |
 PNC (TheBigBanks) | Pay Day | Feb 5 | $1.60 |
MA | Pay Day | Feb 7 | $0.76 |
 WFC (TheBigBanks) | Ex-Dividend | Feb 7 | $0.40 |
 VOD (Web3Applications) | Pay Day | Feb 7 | $0.24 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (GreenbullInvest) | Ex-Dividend | Feb 10 | $0.25 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (GreenbullInvest) | Pay Day | Feb 13 | $0.25 |
TER | Ex-Dividend | Feb 14 | $0.12 |
 TFC (TheBigBanks) | Ex-Dividend | Feb 14 | $0.52 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (GreenbullInvest) | Ex-Dividend | Feb 20 | $0.83 |
 RY (TheBigBanks) | Pay Day | Feb 24 | $1.05 |
 BMO (TheBigBanks) | Pay Day | Feb 26 | $1.13 |
GS | Ex-Dividend | Feb 28 | $3.00 |
STAG | Ex-Dividend | Feb 28 | $0.12 |
C (TheBigBanks) | Pay Day | Feb 28 | $0.56 |
GS (TheBigBanks) | Ex-Dividend | Feb 28 | $3.00 |
WFC (TheBigBanks) | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
TFC (TheBigBanks) | Pay Day | Mar 3 | $0.52 |
 LMT (Web3Applications) | Ex-Dividend | Mar 3 | $3.30 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
 BAC (TheBigBanks) | Ex-Dividend | Mar 7 | $0.26 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (GreenbullInvest) | Pay Day | Mar 13 | $0.83 |
TER | Pay Day | Mar 14 | $0.12 |
STAG | Pay Day | Mar 17 | $0.12 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
GS | Pay Day | Mar 28 | $3.00 |
BAC (TheBigBanks) | Pay Day | Mar 28 | $0.26 |
GS (TheBigBanks) | Pay Day | Mar 28 | $3.00 |
LMT (Web3Applications) | Pay Day | Mar 28 | $3.30 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
 DIS (Web3Applications) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Web3Applications) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 1.9/10
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-16.36
-16.36
-17
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
1.88
1.88
0
0.8
1.2
0
2
Sharpe Ratio
-0.12
-0.12
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.17
-0.17
-1
1
2
3
3
Jensen's Alpha
-16.36
-16.36
-17
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
-0.25
-0.25
-1
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-68.27% | Dec 2021 | - | 38 |