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-0.02%
Today
-0.02%
This Month
+0.77%
Year To Date
+36.87%
2 Years
+70.3%
5 Years
+25.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables36.28%
- 🖥️ Technology Services24.62%
- 💻 Electronic Technology15.94%
- 🛍️ Retail Trade9.95%
- 💰 Finance3.68%
- 👥 Copy Trading2.36%
- ⛏️ Energy Minerals1.55%
- 🪙 Cryptocurrencies1.21%
- ⚡ Utilities0.97%
- 🧬 Health Technology0.72%
- 💇♀️ Consumer Services0.71%
- 🪨 Non Energy Minerals0.45%
- 🧩 Miscellaneous0.36%
- 🍞 Consumer Non Durables0.35%
- 📊 ETFs0.34%
- 💼 Commercial Services0.19%
- 🏥 Health Services0.18%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.53%
- 🇺🇸 NYSE9.62%
- 🇬🇧 LSE7.41%
- 🌍 Digital Currency1.35%
- 🇫🇷 Euronext Paris0.38%
- 🇧🇪 Euronext Brussels0.18%
- 🇩🇪 FRA0.15%
- 🇭🇰 Hong Kong Exchanges0.07%
- 🇸🇪 Stockholm Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States87.98%
- 🇬🇧 United Kingdom7.82%
- 🇨🇦 Canada0.64%
- 🇫🇷 France0.38%
- 🇧🇪 Belgium0.18%
- 🇮🇱 Israel0.18%
- 🇩🇪 Germany0.15%
- 🇳🇱 Netherlands0.13%
- 🇭🇰 Hong Kong0.07%
- 🇩🇰 Denmark0.06%
- 🇸🇪 Sweden0.05%
- 🇯🇵 Japan0.03%
- 🇰🇷 South Korea0.01%
Dividends
Dividend Yield
0.45%
24 out of 49 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $12.HK (8.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.11% | 0.76% | $3 |
 BX | 0.05% | 2.23% | $3.36 |
 Chrochtik | 0.04% | 2.84% | - |
 XOM | 0.03% | 3.63% | $3.76 |
 TSCO.L | 0.03% | 3.36% | $0.12 |
 NEE | 0.03% | 2.88% | $1.97 |
 QCOM | 0.03% | 1.97% | $3.25 |
 LLOY.L | 0.02% | 4.67% | $0.03 |
 INTC | 0.02% | 2.57% | $0.5 |
 MCD | 0.01% | 2.35% | $6.53 |
 JNJ | 0.01% | 3.26% | $4.81 |
 PG | 0.01% | 2.43% | $3.83 |
 OXY | 0.01% | 1.89% | $0.8 |
 META | 0.01% | 0.29% | $1 |
 12.HK | 0.01% | 8.33% | $1.8 |
 IBM | 0% | 2.61% | $6.65 |
 ALW.L | 0% | 1.28% | $0.17 |
 VOO | 0% | 1.26% | - |
 AXP | 0% | 0.88% | $2.6 |
 arash007 | 0% | 0.43% | - |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 CCJ | 0% | 0.24% | $0.09 |
 BN.US | 0% | 0.53% | $0.3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
BX | Ex-Dividend | Feb 10 | $1.44 |
 AAPL (arash007) | Ex-Dividend | Feb 10 | $0.25 |
IBM (arash007) | Ex-Dividend | Feb 10 | $1.67 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL (arash007) | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
BX | Pay Day | Feb 18 | $1.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (arash007) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Chrochtik) | Ex-Dividend | Feb 20 | $0.83 |
 IMB.L (Chrochtik) | Ex-Dividend | Feb 20 | $0.69 |
ALW.L | Ex-Dividend | Feb 27 | $0.08 |
 LMT (Chrochtik) | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
QCOM (arash007) | Ex-Dividend | Mar 6 | $0.85 |
IBM | Pay Day | Mar 10 | $1.67 |
XOM | Pay Day | Mar 10 | $0.99 |
IBM (arash007) | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (arash007) | Pay Day | Mar 13 | $0.83 |
MSFT (Chrochtik) | Pay Day | Mar 13 | $0.83 |
QCOM | Pay Day | Mar 27 | $0.85 |
QCOM (arash007) | Pay Day | Mar 27 | $0.85 |
LMT (Chrochtik) | Pay Day | Mar 28 | $3.30 |
ALW.L | Pay Day | Mar 31 | $0.08 |
IMB.L (Chrochtik) | Pay Day | Mar 31 | $0.69 |
 DIS (arash007) | Ex-Dividend | Jun 24 | $0.50 |
DIS (arash007) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.5/10
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
-0.25
-0.25
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.28
1.28
0
0.3
0.6
2
2
Beta
1.47
1.47
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.41
1.41
0
1
2
3
3
Jensen's Alpha
-0.25
-0.25
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.36
1.36
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
1.28
1.28
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-20.87% | Aug 2023 | Nov 2024 | 15 |
-13.89% | Apr 2023 | May 2023 | 1 |
-8.87% | Dec 2022 | Jan 2023 | 1 |