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-0.21%
Today
-0.21%
This Month
+4.02%
Year To Date
+29.57%
2 Years
+29.57%
5 Years
-64.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading73.54%
- 🖥️ Technology Services6.09%
- 💻 Electronic Technology3.23%
- ⛏️ Energy Minerals3.15%
- 💰 Finance3.14%
- 💼 Commercial Services2.95%
- 📊 ETFs1.92%
- 🚗 Consumer Durables1.62%
- 🛍️ Retail Trade1.54%
- 💵 Cash0.22%
- 🧬 Health Technology0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs32.07%
- 🇺🇸 Nasdaq20.08%
- 🇺🇸 NYSE18.46%
- 🇬🇧 LSE12.37%
- 🇪🇸 Bolsa De Madrid4.71%
- 🌍 Digital Currency2.4%
- 🇫🇷 Euronext Paris1.16%
- 🇳🇱 Euronext Amsterdam0.84%
- 🇭🇰 Hong Kong Exchanges0.77%
- 🇳🇴 Oslo Stock Exchange0.65%
- 🇩🇪 FRA0.51%
- 🇮🇹 Borsa Italiana0.46%
- 🇨🇭 SIX0.44%
- 🇸🇪 Stockholm Stock Exchange0.37%
- 🇺🇸 Chicago Board Options Exchange0.33%
- 🇧🇪 Euronext Brussels0.23%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🌍 FX0.06%
- 🇦🇺 Sydney0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.07%
- 🇪🇸 Spain5.24%
- 🇬🇧 United Kingdom2.3%
- 🇫🇷 France1.16%
- 🇳🇱 Netherlands1.12%
- 🇨🇳 China1.09%
- 🇹🇼 Taiwan0.92%
- 🇮🇹 Italy0.72%
- 🇨🇾 Cyprus0.58%
- 🇨🇭 Switzerland0.51%
- 🇩🇪 Germany0.51%
- 🇳🇴 Norway0.51%
- 🇮🇱 Israel0.42%
- 🇬🇷 Greece0.41%
- 🇨🇦 Canada0.38%
- 🇧🇷 Brazil0.34%
- 🇫🇮 Finland0.32%
- 🇧🇪 Belgium0.23%
- 🇯🇵 Japan0.17%
- 🇧🇲 Bermuda0.12%
- 🇩🇰 Denmark0.11%
- 🇸🇪 Sweden0.09%
- 🇿🇦 South Africa0.08%
- 🇱🇺 Luxembourg0.04%
- 🇲🇨 Monaco0.04%
- 🇦🇺 Australia0.04%
- 🇸🇬 Singapore0.03%
- 🇭🇰 Hong Kong0.03%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.38%
31 out of 46 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: KeshavLohiya (8.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KeshavLohiya | 0.25% | 8.92% | - |
 REP.MC | 0.21% | 7.01% | $0.73 |
 triangulacapital | 0.18% | 4.29% | - |
 Core-Income | 0.14% | 1.62% | - |
 Core-Stability | 0.12% | 1.42% | - |
 JeppeKirkBonde | 0.08% | 1.24% | - |
 FundManagerZech | 0.07% | 2.6% | - |
 Core-Moderate | 0.06% | 0.76% | - |
 BBVA.MC | 0.04% | 5.13% | $0.45 |
 robchamow | 0.03% | 0.61% | - |
 BBVA.US | 0.03% | 5.24% | $0.48 |
 Core-Dynamic | 0.03% | 0.29% | - |
 F | 0.02% | 7.74% | $0.78 |
 C | 0.02% | 2.71% | $2.12 |
 thomaspj | 0.02% | 0.47% | - |
 fogi70 | 0.01% | 0.46% | - |
 MSFT | 0.01% | 0.76% | $3 |
 WMT | 0.01% | 0.85% | $0.81 |
 Core-Equity | 0.01% | 0.08% | - |
 V | 0.01% | 0.65% | $2.01 |
 MA | 0% | 0.49% | $2.46 |
 AAPL | 0% | 0.53% | $0.97 |
 GOOG | 0% | 0.29% | $0.2 |
 VOO | 0% | 1.26% | - |
 GOOGL | 0% | 0.29% | $0.2 |
 TSM | 0% | 0.93% | $1.74 |
 META | 0% | 0.29% | $1 |
 INDA | 0% | 0.78% | - |
 QQQ | 0% | 0.64% | - |
 HCC | 0% | 0.61% | $0.3 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 T (fogi70) | Pay Day | Feb 3 | $0.28 |
MA | Pay Day | Feb 7 | $0.76 |
MA (robchamow) | Pay Day | Feb 7 | $0.76 |
MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
 VOD (fogi70) | Pay Day | Feb 7 | $0.24 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (robchamow) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (robchamow) | Pay Day | Feb 10 | $0.70 |
 ASML.NV (robchamow) | Ex-Dividend | Feb 10 | $1.58 |
AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (robchamow) | Ex-Dividend | Feb 11 | $0.59 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (robchamow) | Pay Day | Feb 13 | $0.25 |
ASML.NV (robchamow) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (robchamow) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (fogi70) | Ex-Dividend | Feb 20 | $0.40 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
C | Pay Day | Feb 28 | $0.56 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (robchamow) | Pay Day | Mar 3 | $0.59 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (robchamow) | Pay Day | Mar 13 | $0.83 |
AMAT (fogi70) | Pay Day | Mar 13 | $0.40 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (robchamow) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
 TTE.PA (KeshavLohiya) | Ex-Dividend | Mar 26 | $0.86 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
TTE.PA (KeshavLohiya) | Pay Day | Apr 1 | $0.86 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (robchamow) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 2.7/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.6
-0.6
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.59
-0.59
-1
1
2
3
3
Jensen's Alpha
-27.61
-27.61
-28
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-14.98
-14.98
-15
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
-0.6
-0.6
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.59
-0.59
-1
1
2
3
3
Jensen's Alpha
-27.61
-27.61
-28
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-14.98
-14.98
-15
0.75
1.25
2
2
Information Ratio
-0.77
-0.77
-1
0.3
0.6
1
1
Calmar Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-100% | Aug 2016 | - | 102 |