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-0.05%
Today
-0.05%
This Month
+3.74%
Year To Date
+16.04%
2 Years
+16.04%
5 Years
+11.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.68%
- 🖥️ Technology Services15.36%
- 💻 Electronic Technology10.59%
- 🚗 Consumer Durables8.9%
- 💰 Finance8.49%
- 💇♀️ Consumer Services4.09%
- 🛍️ Retail Trade3.74%
- 🚚 Transportation2.24%
- 📦 Distribution Services1.27%
- 🛠️ Producer Manufacturing1.22%
- 📡 Communications0.95%
- 🪨 Non Energy Minerals0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.73%
- 🇺🇸 NYSE28.85%
- 🇬🇧 LSE8.56%
- 🌍 Digital Currency4.6%
- 🇫🇷 Euronext Paris2.5%
- 🇭🇰 Hong Kong Exchanges0.45%
- 🇪🇸 Bolsa De Madrid0.43%
- 🇳🇱 Euronext Amsterdam0.42%
- 🇮🇹 Borsa Italiana0.27%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇸🇦 Tadawul0.1%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇩🇪 Xetra ETFs0.06%
- 🇩🇪 FRA0.06%
- 🌍 CFD0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.62%
- 🇹🇼 Taiwan2.86%
- 🇫🇷 France2.5%
- 🇬🇧 United Kingdom1.54%
- 🇨🇦 Canada0.78%
- 🇸🇬 Singapore0.73%
- 🇨🇳 China0.72%
- 🇮🇪 Ireland0.56%
- 🇳🇱 Netherlands0.48%
- 🇪🇸 Spain0.43%
- 🇮🇹 Italy0.27%
- 🇦🇺 Australia0.26%
- 🇧🇷 Brazil0.23%
- 🇮🇱 Israel0.18%
- 🇩🇰 Denmark0.13%
- 🇯🇵 Japan0.12%
- 🇳🇴 Norway0.11%
- 🇺🇾 Uruguay0.11%
- 🇱🇺 Luxembourg0.11%
- 🇸🇦 Saudi Arabia0.1%
- 🇸🇪 Sweden0.07%
- 🇰🇾 Cayman Islands0.06%
- 🇦🇪 United Arab Emirates0.06%
- 🇩🇪 Germany0.06%
- 🇬🇷 Greece0.06%
- 🇧🇲 Bermuda0.05%
- 🇨🇾 Cyprus0.02%
Dividends
Dividend Yield
0.82%
18 out of 32 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $HIW (6.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OilWorldWide | 0.16% | 4% | - |
 BitcoinWorldWide | 0.14% | 0.76% | - |
 HIW | 0.13% | 6.71% | $2 |
 BAC | 0.1% | 2.2% | $0.96 |
 ioatri | 0.09% | 1.59% | - |
 Melichar | 0.03% | 0.48% | - |
 CPHequities | 0.03% | 0.72% | - |
 TSM | 0.02% | 0.93% | $1.74 |
 BKNG | 0.02% | 0.74% | $17.5 |
 AXP | 0.02% | 0.88% | $2.6 |
 ORCL | 0.02% | 0.94% | $1.6 |
 DAL | 0.02% | 0.74% | $0.3 |
 InTheGame | 0.01% | 0.43% | - |
 TMUS | 0.01% | 1.31% | $1.95 |
 GOOG | 0.01% | 0.29% | $0.2 |
 META | 0.01% | 0.29% | $1 |
 EA | 0% | 0.62% | $0.76 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 KMI (OilWorldWide) | Ex-Dividend | Feb 3 | $0.29 |
 OKE (OilWorldWide) | Ex-Dividend | Feb 3 | $1.03 |
 AON (BitcoinWorldWide) | Ex-Dividend | Feb 3 | $0.68 |
 MTO.L (ioatri) | Pay Day | Feb 4 | $0.02 |
 SLB (OilWorldWide) | Ex-Dividend | Feb 5 | $0.28 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
 LNG (OilWorldWide) | Ex-Dividend | Feb 7 | $0.50 |
MA (BitcoinWorldWide) | Pay Day | Feb 7 | $0.76 |
 BK (BitcoinWorldWide) | Pay Day | Feb 7 | $0.47 |
AXP | Pay Day | Feb 10 | $0.70 |
 AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
AXP (BitcoinWorldWide) | Pay Day | Feb 10 | $0.70 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
 BKR (OilWorldWide) | Ex-Dividend | Feb 11 | $0.23 |
V (BitcoinWorldWide) | Ex-Dividend | Feb 11 | $0.59 |
V (ioatri) | Ex-Dividend | Feb 11 | $0.59 |
 XOM (OilWorldWide) | Ex-Dividend | Feb 12 | $0.99 |
 LEN (ioatri) | Pay Day | Feb 12 | $0.50 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
 SHEL.L (OilWorldWide) | Ex-Dividend | Feb 13 | $0.36 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Feb 13 | $0.35 |
 RMD (ioatri) | Ex-Dividend | Feb 13 | $0.53 |
 CVX (OilWorldWide) | Ex-Dividend | Feb 14 | $1.71 |
OKE (OilWorldWide) | Pay Day | Feb 14 | $1.03 |
 TRGP (OilWorldWide) | Pay Day | Feb 14 | $0.75 |
 ENB (OilWorldWide) | Ex-Dividend | Feb 14 | $0.67 |
 MMC (BitcoinWorldWide) | Pay Day | Feb 14 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | Feb 14 | $0.68 |
 CL (ioatri) | Pay Day | Feb 14 | $0.50 |
HIW | Ex-Dividend | Feb 18 | $0.50 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
KMI (OilWorldWide) | Pay Day | Feb 18 | $0.29 |
 JNJ (ioatri) | Ex-Dividend | Feb 18 | $1.24 |
 MPC (OilWorldWide) | Ex-Dividend | Feb 19 | $0.91 |
 MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (ioatri) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (ioatri) | Ex-Dividend | Feb 20 | $0.40 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
LNG (OilWorldWide) | Pay Day | Feb 21 | $0.50 |
BKR (OilWorldWide) | Pay Day | Feb 21 | $0.23 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
EQNR.OL (OilWorldWide) | Pay Day | Feb 28 | $0.35 |
 GS (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $0.25 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
ENB (OilWorldWide) | Pay Day | Mar 1 | $0.67 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
 VLO (OilWorldWide) | Pay Day | Mar 3 | $1.13 |
V (BitcoinWorldWide) | Pay Day | Mar 3 | $0.59 |
V (ioatri) | Pay Day | Mar 3 | $0.59 |
JNJ (ioatri) | Pay Day | Mar 4 | $1.24 |
 OTB.L (ioatri) | Pay Day | Mar 4 | $0.03 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (ioatri) | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
 BLK (BitcoinWorldWide) | Ex-Dividend | Mar 7 | $5.21 |
CVX (OilWorldWide) | Pay Day | Mar 10 | $1.71 |
XOM (OilWorldWide) | Pay Day | Mar 10 | $0.99 |
MPC (OilWorldWide) | Pay Day | Mar 10 | $0.91 |
HIW | Pay Day | Mar 11 | $0.50 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Mar 11 | $0.40 |
TMUS | Pay Day | Mar 13 | $0.88 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
MSFT (ioatri) | Pay Day | Mar 13 | $0.83 |
AMAT (ioatri) | Pay Day | Mar 13 | $0.40 |
 WMB (OilWorldWide) | Ex-Dividend | Mar 14 | $0.50 |
 NTRS (BitcoinWorldWide) | Ex-Dividend | Mar 14 | $0.75 |
IBKR (BitcoinWorldWide) | Pay Day | Mar 14 | $0.25 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
TSM (BitcoinWorldWide) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
RMD (ioatri) | Pay Day | Mar 20 | $0.53 |
SHEL.L (OilWorldWide) | Pay Day | Mar 24 | $0.36 |
BLK (BitcoinWorldWide) | Pay Day | Mar 24 | $5.21 |
FIS (BitcoinWorldWide) | Pay Day | Mar 25 | $0.40 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Mar 26 | $0.86 |
TTE.PA (ioatri) | Ex-Dividend | Mar 26 | $0.86 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
QCOM (ioatri) | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
GS (BitcoinWorldWide) | Pay Day | Mar 28 | $3.00 |
WMB (OilWorldWide) | Pay Day | Mar 31 | $0.50 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TTE.PA (OilWorldWide) | Pay Day | Apr 1 | $0.86 |
NTRS (BitcoinWorldWide) | Pay Day | Apr 1 | $0.75 |
TTE.PA (ioatri) | Pay Day | Apr 1 | $0.86 |
SLB (OilWorldWide) | Pay Day | Apr 3 | $0.28 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
TSM (BitcoinWorldWide) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 3.4/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-8.4
-8.4
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-8.4
-8.4
-9
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-17.84% | Nov 2023 | Feb 2024 | 3 |
-17.82% | Jul 2024 | - | 7 |
-6.09% | Apr 2024 | May 2024 | 1 |