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-0.02%
Today
-0.45%
This Month
-0.45%
Year To Date
+37.67%
2 Years
+66.93%
5 Years
+11.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash73.99%
- 👥 Copy Trading25.32%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq11.91%
- 🇺🇸 NYSE6.82%
- 🇩🇪 Xetra ETFs1.98%
- 🇫🇷 Euronext Paris0.94%
- 🇬🇧 LSE0.93%
- 🇩🇪 FRA0.36%
- 🌍 Commodity0.26%
- 🇮🇹 Borsa Italiana0.24%
- 🇳🇱 Euronext Amsterdam0.2%
- 🌍 Digital Currency0.03%
- 🇨🇭 SIX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.21%
- 🇹🇼 Taiwan1.06%
- 🇫🇷 France0.94%
- 🇳🇱 Netherlands0.87%
- 🇱🇺 Luxembourg0.64%
- 🇩🇪 Germany0.59%
- 🇨🇦 Canada0.32%
- 🇬🇧 United Kingdom0.24%
- 🇮🇹 Italy0.24%
- 🇨🇭 Switzerland0.15%
- 🇨🇳 China0.15%
- 🇩🇰 Denmark0.1%
- 🇧🇷 Brazil0.09%
- 🇮🇳 India0.09%
Dividends
Dividend Yield
0.23%
5 out of 5 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: fikusir (1.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 fikusir | 0.09% | 1.86% | - |
stefanbc_03 | 0.05% | 0.93% | - |
DSaints | 0.04% | 0.79% | - |
nather_webber | 0.03% | 0.62% | - |
HartmanCynthia | 0.01% | 0.25% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MDLZ (fikusir) | Pay Day | Jan 14 | $0.47 |
 GEHC (fikusir) | Ex-Dividend | Jan 14 | $0.04 |
 O (stefanbc_03) | Pay Day | Jan 15 | $0.26 |
 MU (nather_webber) | Pay Day | Jan 15 | $0.12 |
 INTU (nather_webber) | Pay Day | Jan 17 | $1.04 |
 CAT (nather_webber) | Ex-Dividend | Jan 21 | $1.41 |
 AXP (stefanbc_03) | Pay Day | Feb 10 | $0.70 |
GEHC (fikusir) | Pay Day | Feb 14 | $0.04 |
 AMGN (nather_webber) | Ex-Dividend | Feb 14 | $2.38 |
 LLY (nather_webber) | Ex-Dividend | Feb 14 | $1.50 |
 MSFT (stefanbc_03) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (nather_webber) | Ex-Dividend | Feb 20 | $0.83 |
CAT (nather_webber) | Pay Day | Feb 20 | $1.41 |
 AMAT (nather_webber) | Ex-Dividend | Feb 20 | $0.40 |
AMGN (nather_webber) | Pay Day | Mar 7 | $2.38 |
LLY (nather_webber) | Pay Day | Mar 10 | $1.50 |
MSFT (stefanbc_03) | Pay Day | Mar 13 | $0.83 |
MSFT (nather_webber) | Pay Day | Mar 13 | $0.83 |
AMAT (nather_webber) | Pay Day | Mar 13 | $0.40 |
 TSM (HartmanCynthia) | Ex-Dividend | Mar 18 | $0.69 |
TSM (HartmanCynthia) | Pay Day | Apr 10 | $0.69 |
 DIS (fikusir) | Ex-Dividend | Jun 24 | $0.50 |
DIS (fikusir) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.2/10
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
4.06
4.06
-2
0
2
5
5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Beta
0.43
0.43
0
0.8
1.2
0
2
Sharpe Ratio
0.99
0.99
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
4.06
4.06
-2
0
2
5
5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
1.76
1.76
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
0.99
0.99
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.31% | Nov 2021 | Jun 2023 | 19 |
-8.6% | Aug 2023 | Dec 2023 | 4 |
-5.21% | Aug 2018 | Mar 2019 | 7 |
-4.03% | Feb 2020 | Apr 2020 | 2 |
-3.82% | Apr 2024 | Jun 2024 | 2 |
-3.05% | Jul 2019 | Oct 2019 | 3 |
-3.03% | Jul 2024 | Nov 2024 | 4 |
-2.98% | May 2021 | Oct 2021 | 5 |
-2.33% | Feb 2018 | Apr 2018 | 2 |
-2.22% | Oct 2016 | Jan 2017 | 3 |
-1.73% | Dec 2024 | - | 2 |
-1.37% | May 2019 | Jun 2019 | 1 |
-1.13% | Sep 2020 | Nov 2020 | 2 |
-0.92% | Jun 2018 | Jul 2018 | 1 |
-0.26% | Jun 2017 | Jul 2017 | 1 |