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-0.39%
Today
-0.39%
This Month
+3.75%
Year To Date
+89.09%
2 Years
+134.28%
5 Years
+17.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.77%
- 📊 ETFs14.72%
- 💻 Electronic Technology13.26%
- 🛍️ Retail Trade10.38%
- 🖥️ Technology Services8.49%
- 🚗 Consumer Durables4.72%
- 💇♀️ Consumer Services3.83%
- 🚚 Transportation3.33%
- 🍞 Consumer Non Durables3.21%
- 💼 Commercial Services1.59%
- ⚡ Utilities1.48%
- 👥 Copy Trading1.19%
- 💵 Cash1.14%
- 🪨 Non Energy Minerals0.95%
- 🧬 Health Technology0.7%
- 💰 Finance0.5%
- 🧩 Miscellaneous0.24%
- 📦 Distribution Services0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.48%
- 🌍 Digital Currency30.77%
- 🇺🇸 NYSE22.57%
- 🇬🇧 LSE3.29%
- 🇮🇹 Borsa Italiana1.46%
- 🇩🇪 FRA1.35%
- 🇫🇷 Euronext Paris1.05%
- 🇳🇱 Euronext Amsterdam0.73%
- 🇭🇰 Hong Kong Exchanges0.64%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.91%
- 🇨🇳 China3.18%
- 🇺🇾 Uruguay1.76%
- 🇨🇦 Canada1.55%
- 🇬🇧 United Kingdom1.5%
- 🇩🇪 Germany1.35%
- 🇫🇷 France1.05%
- 🇳🇱 Netherlands1.04%
- 🇮🇹 Italy0.79%
- 🇧🇪 Belgium0.36%
- 🇮🇱 Israel0.13%
- 🇸🇪 Sweden0.06%
- 🇭🇰 Hong Kong0.05%
- 🇱🇺 Luxembourg0.05%
- 🇨🇭 Switzerland0.02%
- 🇰🇷 South Korea0.01%
- 🇦🇺 Australia0.01%
Dividends
Dividend Yield
0.54%
34 out of 66 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.08% | 12.01% | $1.55 |
 ENGI.PA | 0.06% | 9.01% | $1.43 |
 ENEL.MI | 0.05% | 6.28% | $0.43 |
 Aguero1010 | 0.04% | 2.95% | - |
 AAPL | 0.02% | 0.53% | $0.97 |
 GOLD.BARRICK | 0.02% | 2.47% | $0.4 |
 RL | 0.02% | 1.29% | $3.08 |
 GDXJ | 0.02% | 2.3% | - |
 NKE | 0.02% | 1.96% | $1.45 |
 ULVR.L | 0.02% | 3.17% | $1.47 |
 DAL | 0.02% | 0.74% | $0.3 |
 QQQ | 0.01% | 0.64% | - |
 TXN | 0.01% | 2.88% | $5.14 |
 VIPS | 0.01% | 2.85% | $0.41 |
 AMUN.PA | 0.01% | 6% | $4.1 |
 ORCL | 0.01% | 0.94% | $1.6 |
 XBI | 0.01% | 1.41% | - |
 BND | 0.01% | 1.3% | - |
 EBAY | 0.01% | 1.6% | $1.04 |
 GOOG | 0.01% | 0.29% | $0.2 |
 COST | 0.01% | 0.47% | $19.22 |
 GDX | 0.01% | 1.03% | - |
 VIG | 0.01% | 1.73% | - |
 MA | 0.01% | 0.49% | $2.46 |
 DIS | 0.01% | 0.88% | $0.75 |
 JD.L | 0% | 1.04% | $0.01 |
 CRM | 0% | 0.47% | $0.4 |
 EZJ.L | 0% | 0.88% | $0.05 |
 BABA | 0% | 0.99% | $0.98 |
 META | 0% | 0.29% | $1 |
 GM | 0% | 0.97% | $0.42 |
 NVDA | 0% | 0.03% | $0.02 |
 MRVL | 0% | 0.21% | $0.24 |
 TECH | 0% | 0.44% | $0.32 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
TXN | Pay Day | Feb 11 | $1.36 |
AAPL | Pay Day | Feb 13 | $0.25 |
 CALM (Aguero1010) | Pay Day | Feb 13 | $1.49 |
 ATKR (Aguero1010) | Ex-Dividend | Feb 18 | $0.32 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
COST | Pay Day | Feb 21 | $1.16 |
ATKR (Aguero1010) | Pay Day | Feb 28 | $0.32 |
GM | Ex-Dividend | Mar 7 | $0.12 |
GM | Pay Day | Mar 20 | $0.12 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.4/10
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
4.81
4.81
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.04
1.04
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
4.81
4.81
-2
0
2
5
5
Omega Ratio
1.28
1.28
0
1
1.5
2.5
2.5
Treynor Ratio
1.39
1.39
0
0.75
1.25
2
2
Information Ratio
0.33
0.33
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.45% | Nov 2021 | Mar 2024 | 28 |
-13.31% | May 2021 | Oct 2021 | 5 |
-10.89% | Jan 2020 | May 2020 | 4 |
-6.75% | Apr 2024 | May 2024 | 1 |
-2.45% | Sep 2020 | Nov 2020 | 2 |
-2.14% | Jun 2024 | Sep 2024 | 3 |
-1.22% | Dec 2024 | Jan 2025 | 1 |