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-0.42%
Today
-0.42%
This Month
+5.58%
Year To Date
+47.63%
2 Years
+178.89%
5 Years
+3.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance14.58%
- 🪙 Cryptocurrencies13.86%
- 💻 Electronic Technology12.9%
- 👥 Copy Trading9.91%
- 🛍️ Retail Trade9.2%
- 🖥️ Technology Services6.28%
- ⛏️ Energy Minerals5.36%
- ⚡ Utilities4.59%
- 🏭 Industrial Services4.26%
- 🚗 Consumer Durables4.14%
- 🚚 Transportation3.48%
- 💼 Commercial Services3.29%
- 🧪 Process Industries2.63%
- 💇♀️ Consumer Services1.87%
- 🧬 Health Technology1.27%
- 🛠️ Producer Manufacturing1%
- 🍞 Consumer Non Durables0.8%
- 🪨 Non Energy Minerals0.27%
- 🏥 Health Services0.02%
- 💵 Cash0%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq25.95%
- 🌍 Digital Currency18.02%
- 🇺🇸 NYSE17.87%
- 🇮🇹 Borsa Italiana13.01%
- 🇫🇷 Euronext Paris8.51%
- 🇳🇱 Euronext Amsterdam5.35%
- 🇭🇰 Hong Kong Exchanges3.76%
- 🇩🇪 FRA2.95%
- 🇩🇰 Copenhagen Stock Exchange1.86%
- 🇬🇧 LSE1.8%
- 🇳🇴 Oslo Stock Exchange0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.33%
- 🇮🇹 Italy9.63%
- 🇳🇱 Netherlands9.38%
- 🇨🇳 China9.14%
- 🇫🇷 France8.51%
- 🇩🇪 Germany2.95%
- 🇩🇰 Denmark1.86%
- 🇨🇾 Cyprus1.76%
- 🇬🇧 United Kingdom1.73%
- 🇬🇷 Greece1.04%
- 🇮🇱 Israel0.68%
- 🇳🇴 Norway0.42%
- 🇨🇦 Canada0.28%
- 🇦🇺 Australia0.27%
- 🇿🇦 South Africa0.08%
- 🇨🇭 Switzerland0.07%
- 🇧🇷 Brazil0.07%
- 🇲🇨 Monaco0.04%
Dividends
Dividend Yield
2.61%
33 out of 73 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISP.MI | 0.36% | 7.68% | $0.3 |
 ABN.NV | 0.31% | 9.19% | $1.51 |
 STLAM.MI | 0.25% | 12.01% | $1.55 |
 KeshavLohiya | 0.25% | 8.92% | - |
 ET | 0.17% | 6.27% | $1.25 |
 TTE.PA | 0.16% | 5.61% | $3.06 |
 ENEL.MI | 0.15% | 6.28% | $0.43 |
 GLE.PA | 0.12% | 2.88% | $0.9 |
 MAERSKB.CO | 0.09% | 4.86% | $515 |
 FRO | 0.08% | 11.26% | $2.17 |
 COP | 0.08% | 3.16% | $3.25 |
 SHIP | 0.07% | 8.08% | $0.1 |
 SBMO.NV | 0.07% | 4.22% | $0.77 |
 A2A.MI | 0.05% | 4.19% | $0.1 |
 AZM.MI | 0.05% | 3.89% | $0.99 |
 BABA | 0.05% | 0.99% | $0.98 |
 CON.DE | 0.04% | 3.2% | $2.2 |
 RKT.L | 0.03% | 3.7% | $1.93 |
 NN.NV | 0.03% | 7.58% | $3.2 |
 INTC | 0.02% | 2.57% | $0.5 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 IFX.DE | 0.02% | 1.09% | $0.35 |
 02688.HK | 0.02% | 5.66% | $2.95 |
 AAPL | 0.02% | 0.53% | $0.97 |
 MSFT | 0.02% | 0.76% | $3 |
 BHP | 0.02% | 5.88% | $3.01 |
 thomaspj | 0.01% | 0.47% | - |
 STMMI.MI | 0.01% | 1.57% | $0.28 |
 BRE.MI | 0.01% | 3.19% | $0.3 |
 HTBK | 0.01% | 5.38% | $0.52 |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
HTBK | Ex-Dividend | Feb 6 | $0.13 |
ET | Ex-Dividend | Feb 7 | $0.32 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
ET | Pay Day | Feb 19 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
HTBK | Pay Day | Feb 20 | $0.13 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
MSFT | Pay Day | Mar 13 | $0.83 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
TTE.PA (KeshavLohiya) | Ex-Dividend | Mar 26 | $0.86 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
TTE.PA (KeshavLohiya) | Pay Day | Apr 1 | $0.86 |
Performance Metrics
Score 3.5/10
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.63
-2.63
-3
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Beta
2
2
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.58
0.58
0
1
2
3
3
Jensen's Alpha
-2.63
-2.63
-3
0
2
4.5
4.5
Omega Ratio
1.22
1.22
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.04
0.04
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-80.1% | May 2019 | Jun 2021 | 25 |
-45.03% | Jul 2021 | - | 43 |