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-0.06%
Today
-0.06%
This Month
+6.13%
Year To Date
+75.78%
2 Years
+159.76%
5 Years
+24.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.84%
- 💻 Electronic Technology16.22%
- 👥 Copy Trading15.87%
- 💰 Finance9.44%
- 🧬 Health Technology6.24%
- 💇♀️ Consumer Services5.16%
- 🛍️ Retail Trade4.86%
- ⛏️ Energy Minerals3.6%
- 🚚 Transportation3.37%
- 🍞 Consumer Non Durables2.1%
- 🛠️ Producer Manufacturing1.95%
- 🚗 Consumer Durables0.2%
- 📡 Communications0.19%
- 💵 Cash0.14%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE48.95%
- 🇺🇸 Nasdaq36.45%
- 🇬🇧 LSE10.56%
- 🌍 Digital Currency2.43%
- 🇭🇰 Hong Kong Exchanges0.54%
- 🇩🇪 FRA0.31%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇨🇭 SIX0.15%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇫🇷 Euronext Paris0.07%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇺🇸 Chicago Board Options Exchange0%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States78.16%
- 🇨🇦 Canada5.19%
- 🇬🇧 United Kingdom3.93%
- 🇰🇾 Cayman Islands1.41%
- 🇨🇳 China0.67%
- 🇩🇪 Germany0.31%
- 🇨🇭 Switzerland0.22%
- 🇪🇸 Spain0.19%
- 🇭🇰 Hong Kong0.18%
- 🇳🇱 Netherlands0.1%
- 🇯🇵 Japan0.09%
- 🇸🇪 Sweden0.08%
- 🇫🇷 France0.07%
- 🇮🇱 Israel0.06%
- 🇰🇷 South Korea0.05%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.87%
25 out of 44 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: YVinvest (15.7%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YVinvest | 0.19% | 15.7% | - |
 XOM | 0.13% | 3.63% | $3.76 |
 RTX | 0.06% | 1.92% | $2.44 |
 ICE | 0.06% | 1.13% | $1.77 |
 TGT | 0.06% | 3.23% | $4.42 |
 RenewableEnergy | 0.06% | 2.08% | - |
 ABBV | 0.05% | 3.42% | $6.06 |
 YUM | 0.04% | 2.05% | $2.55 |
 MSFT | 0.03% | 0.76% | $3 |
 META | 0.02% | 0.29% | $1 |
 GE | 0.02% | 0.55% | $0.44 |
 Driverless | 0.02% | 0.93% | - |
 BN.US | 0.02% | 0.53% | $0.3 |
 LLY | 0.02% | 0.67% | $4.86 |
 IAG.L | 0.02% | 0.61% | - |
 BRBY.L | 0.01% | 5.12% | $0.61 |
 AAPL | 0.01% | 0.53% | $0.97 |
 T | 0.01% | 4.68% | $1.11 |
 DIS | 0.01% | 0.88% | $0.75 |
 CRM | 0.01% | 0.47% | $0.4 |
 HLT | 0% | 0.23% | $0.6 |
 SN.L | 0% | 2.87% | $0.3 |
 GEV | 0% | 0.07% | - |
 MRVL | 0% | 0.21% | $0.24 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
T (YVinvest) | Pay Day | Feb 3 | $0.28 |
 BATS.L (YVinvest) | Pay Day | Feb 3 | $0.74 |
 O (YVinvest) | Ex-Dividend | Feb 3 | $0.26 |
 VOD (YVinvest) | Pay Day | Feb 7 | $0.24 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
 AEP (RenewableEnergy) | Ex-Dividend | Feb 10 | $0.93 |
 V (YVinvest) | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
 ST (Driverless) | Ex-Dividend | Feb 12 | $0.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
 SIMO (YVinvest) | Ex-Dividend | Feb 13 | $0.50 |
ABBV | Pay Day | Feb 14 | $1.64 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
 DUK (RenewableEnergy) | Ex-Dividend | Feb 14 | $1.04 |
 SIE.DE (Driverless) | Ex-Dividend | Feb 14 | $5.45 |
 AMGN (YVinvest) | Ex-Dividend | Feb 14 | $2.38 |
LLY (YVinvest) | Ex-Dividend | Feb 14 | $1.50 |
O (YVinvest) | Pay Day | Feb 14 | $0.26 |
 LNT (RenewableEnergy) | Pay Day | Feb 18 | $0.51 |
SIE.DE (Driverless) | Pay Day | Feb 18 | $5.45 |
 JNJ (YVinvest) | Ex-Dividend | Feb 18 | $1.24 |
 PG (YVinvest) | Pay Day | Feb 18 | $1.01 |
 ED (RenewableEnergy) | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (YVinvest) | Ex-Dividend | Feb 20 | $0.83 |
 DOYU (YVinvest) | Pay Day | Feb 20 | $9.94 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
DOYU (YVinvest) | Ex-Dividend | Feb 21 | $9.94 |
ST (Driverless) | Pay Day | Feb 26 | $0.12 |
 SSE.L (RenewableEnergy) | Pay Day | Feb 27 | $0.27 |
SIMO (YVinvest) | Pay Day | Feb 27 | $0.50 |
TGT | Pay Day | Mar 1 | $1.12 |
V (YVinvest) | Pay Day | Mar 3 | $0.59 |
 VLO (YVinvest) | Pay Day | Mar 3 | $1.13 |
JNJ (YVinvest) | Pay Day | Mar 4 | $1.24 |
 QCOM (Driverless) | Ex-Dividend | Mar 6 | $0.85 |
 GM (Driverless) | Ex-Dividend | Mar 7 | $0.12 |
AMGN (YVinvest) | Pay Day | Mar 7 | $2.38 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY | Pay Day | Mar 10 | $1.50 |
AEP (RenewableEnergy) | Pay Day | Mar 10 | $0.93 |
LLY (YVinvest) | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (YVinvest) | Pay Day | Mar 13 | $0.83 |
ED (RenewableEnergy) | Pay Day | Mar 14 | $0.85 |
DUK (RenewableEnergy) | Pay Day | Mar 17 | $1.04 |
RTX | Pay Day | Mar 20 | $0.63 |
GM (Driverless) | Pay Day | Mar 20 | $0.12 |
QCOM (Driverless) | Pay Day | Mar 27 | $0.85 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS (YVinvest) | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
DIS (YVinvest) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.1/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
7.33
7.33
-2
0
2
8
8
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.86
0.86
0
0.5
1
1.5
1.5
Sortino Ratio
1.55
1.55
0
1
2
3
3
Jensen's Alpha
7.33
7.33
-2
0
2
8
8
Omega Ratio
1.39
1.39
0
1
1.5
2.5
2.5
Treynor Ratio
1.82
1.82
0
0.75
1.25
2
2
Information Ratio
0.35
0.35
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.19% | Nov 2021 | Feb 2024 | 27 |
-8.3% | May 2020 | Nov 2020 | 6 |
-4.18% | Apr 2024 | May 2024 | 1 |
-4.12% | Sep 2021 | Oct 2021 | 1 |
-3.51% | Dec 2024 | Jan 2025 | 1 |
-3.1% | Jul 2024 | Sep 2024 | 2 |
-1.12% | Jul 2021 | Aug 2021 | 1 |
-1.12% | Jan 2021 | Feb 2021 | 1 |
-0.88% | May 2021 | Jun 2021 | 1 |