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-0.48%
Today
-0.48%
This Month
+3.96%
Year To Date
+54.08%
2 Years
+54.08%
5 Years
+35.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.71%
- 🪙 Cryptocurrencies13.31%
- 🍞 Consumer Non Durables9.62%
- 💻 Electronic Technology9.14%
- 🖥️ Technology Services5.37%
- 👥 Copy Trading3.76%
- 🛍️ Retail Trade3.43%
- 🛠️ Producer Manufacturing2.78%
- 💼 Commercial Services2.44%
- 🚗 Consumer Durables1.97%
- 💰 Finance1.63%
- 🧬 Health Technology1.24%
- 🏭 Industrial Services0.89%
- ⛏️ Energy Minerals0.64%
- 📡 Communications0.6%
- 📦 Distribution Services0.55%
- 💇♀️ Consumer Services0.37%
- 💵 Cash0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.37%
- 🇺🇸 Nasdaq23.67%
- 🌍 Digital Currency13.31%
- 🇬🇧 LSE9.18%
- 🇭🇰 Hong Kong Exchanges8.21%
- 🇩🇪 FRA4.6%
- 🇫🇷 Euronext Paris4.45%
- 🇩🇪 Xetra ETFs1.81%
- 🇺🇸 Chicago Board Options Exchange0.96%
- 🇪🇸 Bolsa De Madrid0.94%
- 🇮🇹 Borsa Italiana0.92%
- 🇩🇰 Copenhagen Stock Exchange0.86%
- 🇨🇭 SIX0.6%
- 🇳🇱 Euronext Amsterdam0.54%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.87%
- 🇨🇳 China8.44%
- 🇩🇪 Germany4.6%
- 🇫🇷 France4.45%
- 🇳🇱 Netherlands1.75%
- 🇬🇧 United Kingdom1.63%
- 🇮🇪 Ireland1.14%
- 🇯🇵 Japan1.07%
- 🇧🇷 Brazil1.04%
- 🇪🇸 Spain0.94%
- 🇩🇰 Denmark0.86%
- 🇨🇦 Canada0.73%
- 🇮🇹 Italy0.6%
- 🇨🇭 Switzerland0.6%
- 🇧🇲 Bermuda0.58%
- 🇭🇰 Hong Kong0.56%
- 🇰🇾 Cayman Islands0.53%
- 🇹🇼 Taiwan0.5%
- 🇰🇷 South Korea0.31%
- 🇺🇾 Uruguay0.07%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
1.56%
74 out of 102 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $PBR (18.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EWZ | 0.14% | 8.62% | - |
 VXUS | 0.12% | 6.6% | - |
 VOW3.DE | 0.09% | 9.21% | $9.06 |
 VCSH | 0.07% | 1.43% | - |
 BND | 0.06% | 1.3% | - |
 PBR | 0.06% | 18.77% | $1.73 |
 IVV | 0.05% | 1.41% | - |
 VOO | 0.05% | 1.26% | - |
 AOA | 0.05% | 3.78% | - |
 02020.HK | 0.05% | 2.84% | $1.97 |
 3968.HK | 0.04% | 5.07% | $2.13 |
 MBG.DE | 0.04% | 9% | $5.3 |
 REET | 0.04% | 6.79% | - |
 ARGT | 0.03% | 2.2% | - |
 AOK | 0.03% | 3.23% | - |
 RI.PA | 0.03% | 4.26% | $4.7 |
 BMW.DE | 0.02% | 7.62% | $6 |
 0992.HK | 0.02% | 4.16% | $0.38 |
 MCHI | 0.02% | 3.68% | - |
 NESN.ZU | 0.02% | 3.86% | $3 |
 VHT | 0.02% | 1.36% | - |
 FranciscoOrtiz13 | 0.02% | 1.4% | - |
 GPC | 0.02% | 3.44% | $3.9 |
 01211.HK | 0.02% | 1.25% | $3.41 |
 EWJ | 0.02% | 3.12% | - |
 ANA.MC | 0.02% | 3.64% | $3.65 |
 DGE.L | 0.02% | 3.31% | $0.81 |
 MC.PA | 0.02% | 1.85% | $13 |
 BLK | 0.01% | 1.91% | $20.2 |
 ACWI | 0.01% | 1.76% | - |
 CVX | 0.01% | 4.42% | $6.28 |
 DTE.DE | 0.01% | 2.38% | $0.77 |
 PEP | 0.01% | 3.54% | $5.15 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 PUM.DE | 0.01% | 2.68% | $0.82 |
 OR.PA | 0.01% | 1.85% | $6.6 |
 KO | 0.01% | 3.06% | $1.89 |
 HEIA.NV | 0.01% | 2.57% | $1.73 |
 SCHD | 0.01% | 3.8% | - |
 SIE.DE | 0.01% | 2.52% | $4.7 |
 XLRE | 0.01% | 1.84% | - |
 CDI.PA | 0.01% | 2.01% | $13 |
 MONC.MI | 0.01% | 1.87% | $1.15 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 MMM | 0.01% | 2.37% | $5.21 |
 BRE.MI | 0.01% | 3.19% | $0.3 |
 NKE | 0.01% | 1.96% | $1.45 |
 BA.L | 0.01% | 2.53% | $0.3 |
 MCD | 0.01% | 2.35% | $6.53 |
 BigTech | 0.01% | 0.36% | - |
 SPYG | 0.01% | 1.44% | - |
 INTC | 0.01% | 2.57% | $0.5 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 INDA | 0.01% | 0.78% | - |
 G | 0.01% | 1.25% | $0.58 |
 ATE.PA | 0.01% | 1.69% | $1.5 |
 AMS.MC | 0.01% | 1.48% | $1 |
 BABA | 0.01% | 0.99% | $0.98 |
 ASML | 0.01% | 0.77% | $5.57 |
 WMT | 0.01% | 0.85% | $0.81 |
 V | 0% | 0.65% | $2.01 |
 AAPL | 0% | 0.53% | $0.97 |
 TSM | 0% | 0.93% | $1.74 |
 SAP.DE | 0% | 0.82% | $2.2 |
 SONY | 0% | 0.41% | $0.49 |
 GOOGL | 0% | 0.29% | $0.2 |
 NTDOY | 0% | 1.08% | $0.24 |
 MSFT | 0% | 0.76% | $3 |
 MA | 0% | 0.49% | $2.46 |
 META | 0% | 0.29% | $1 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 ADS.DE | 0% | 0.28% | $0.7 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
MA (FranciscoOrtiz13) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (FranciscoOrtiz13) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (FranciscoOrtiz13) | Pay Day | Feb 10 | $0.70 |
 DE (FranciscoOrtiz13) | Pay Day | Feb 10 | $1.62 |
 ASML.NV (FranciscoOrtiz13) | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (FranciscoOrtiz13) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
AAPL (FranciscoOrtiz13) | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
CVX (FranciscoOrtiz13) | Ex-Dividend | Feb 14 | $1.71 |
 SBUX (FranciscoOrtiz13) | Ex-Dividend | Feb 14 | $0.61 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
 JNJ (FranciscoOrtiz13) | Ex-Dividend | Feb 18 | $1.24 |
 PG (FranciscoOrtiz13) | Pay Day | Feb 18 | $1.01 |
ASML.NV (FranciscoOrtiz13) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (FranciscoOrtiz13) | Ex-Dividend | Feb 20 | $0.83 |
SBUX (FranciscoOrtiz13) | Pay Day | Feb 28 | $0.61 |
V | Pay Day | Mar 3 | $0.59 |
V (FranciscoOrtiz13) | Pay Day | Mar 3 | $0.59 |
JNJ (FranciscoOrtiz13) | Pay Day | Mar 4 | $1.24 |
 QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
CVX (FranciscoOrtiz13) | Pay Day | Mar 10 | $1.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (FranciscoOrtiz13) | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (FranciscoOrtiz13) | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (FranciscoOrtiz13) | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
 DIS (FranciscoOrtiz13) | Ex-Dividend | Jun 24 | $0.50 |
DIS (FranciscoOrtiz13) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.1/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
1.84
1.84
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
3.35
3.35
0
0.3
0.6
4
4
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
1.31
1.31
0
0.5
1
2
2
Sortino Ratio
2.49
2.49
0
1
2
3
3
Jensen's Alpha
1.84
1.84
-2
0
2
4.5
4.5
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
1.5
1.5
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
3.35
3.35
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.29% | Aug 2023 | Dec 2023 | 4 |
-6.9% | Apr 2024 | Sep 2024 | 5 |
-1.91% | Oct 2024 | Nov 2024 | 1 |
-0.61% | Dec 2024 | Jan 2025 | 1 |