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-1.26%
Today
-1.26%
This Month
+5.82%
Year To Date
+67.38%
2 Years
+139.1%
5 Years
+21.82%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.84%
- 💰 Finance12.6%
- 💻 Electronic Technology12.26%
- 👥 Copy Trading10.81%
- 💇♀️ Consumer Services7.18%
- 📊 ETFs7%
- 🍞 Consumer Non Durables4.11%
- 🧬 Health Technology3.17%
- 🛠️ Producer Manufacturing1.92%
- 📡 Communications1.8%
- 💵 Cash0.14%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.84%
- 🇺🇸 NYSE33.23%
- 🇺🇸 Nasdaq23.45%
- 🇩🇰 Copenhagen Stock Exchange4.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.02%
- 🇩🇰 Denmark4.14%
- 🇨🇳 China0.86%
- 🇹🇼 Taiwan0.4%
- 🇱🇺 Luxembourg0.21%
- 🇮🇪 Ireland0.19%
Dividends
Dividend Yield
1.31%
13 out of 18 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $O (5.73%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 T | Pay Day | Feb 3 | $0.28 |
 O | Ex-Dividend | Feb 3 | $0.26 |
O | Pay Day | Feb 14 | $0.26 |
 BFH | Ex-Dividend | Feb 14 | $0.21 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 JNJ | Ex-Dividend | Feb 18 | $1.24 |
 MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
JNJ | Pay Day | Mar 4 | $1.24 |
 BAC | Ex-Dividend | Mar 7 | $0.26 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 MRK | Ex-Dividend | Mar 17 | $0.81 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
BFH | Pay Day | Mar 21 | $0.21 |
BAC | Pay Day | Mar 28 | $0.26 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
 DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.4/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.39
1.39
0
1
2
3
3
Jensen's Alpha
5.11
5.11
-2
0
2
6
6
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
1.56
1.56
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.47
0.47
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.19% | May 2021 | Nov 2024 | 42 |
-6.5% | Dec 2024 | Jan 2025 | 1 |
-4.11% | Sep 2020 | Nov 2020 | 2 |
-3.03% | Dec 2020 | Jan 2021 | 1 |
-1.13% | Jun 2020 | Jul 2020 | 1 |