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-0.14%
Today
-0.14%
This Month
+5.21%
Year To Date
+12.26%
2 Years
+28.66%
5 Years
+5.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.55%
- 💻 Electronic Technology21.67%
- 👥 Copy Trading14.06%
- 📊 ETFs7.65%
- 🛍️ Retail Trade3.53%
- 💰 Finance3.09%
- ⚡ Utilities3.03%
- 🧬 Health Technology2.21%
- 🪙 Cryptocurrencies2.1%
- 🚗 Consumer Durables1.69%
- 📦 Distribution Services1.58%
- 💼 Commercial Services1.47%
- 🚚 Transportation1.4%
- 📈 Indexes1.24%
- 🛠️ Producer Manufacturing1.22%
- 💇♀️ Consumer Services1.09%
- 🏥 Health Services0.76%
- 💵 Cash0.59%
- 🍞 Consumer Non Durables0.5%
- 📡 Communications0.27%
- 🧩 Miscellaneous0.24%
- 🪨 Non Energy Minerals0.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq60.35%
- 🇺🇸 NYSE26.2%
- 🇬🇧 LSE4.7%
- 🌍 Digital Currency3.41%
- 🌍 CFD1.24%
- 🇩🇪 Xetra ETFs0.86%
- 🇺🇸 Chicago Board Options Exchange0.51%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇭🇰 Hong Kong Exchanges0.37%
- 🇪🇸 Bolsa De Madrid0.37%
- 🇫🇷 Euronext Paris0.2%
- 🇮🇹 Borsa Italiana0.2%
- 🇸🇪 Stockholm Stock Exchange0.18%
- 🇩🇪 FRA0.14%
- 🇧🇪 Euronext Brussels0.12%
- 🇩🇰 Copenhagen Stock Exchange0.08%
- 🇨🇭 SIX0.04%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.29%
- 🇮🇳 India1.76%
- 🇬🇧 United Kingdom1.46%
- 🇱🇺 Luxembourg1%
- 🇳🇱 Netherlands1%
- 🇨🇳 China0.88%
- 🇰🇾 Cayman Islands0.87%
- 🇨🇦 Canada0.76%
- 🇸🇬 Singapore0.73%
- 🇹🇼 Taiwan0.71%
- 🇮🇱 Israel0.59%
- 🇩🇰 Denmark0.38%
- 🇪🇸 Spain0.37%
- 🇫🇷 France0.21%
- 🇮🇹 Italy0.18%
- 🇫🇮 Finland0.15%
- 🇩🇪 Germany0.14%
- 🇧🇷 Brazil0.14%
- 🇧🇪 Belgium0.12%
- 🇮🇪 Ireland0.09%
- 🇦🇺 Australia0.06%
- 🇨🇭 Switzerland0.04%
- 🇸🇪 Sweden0.04%
- 🇳🇴 Norway0.01%
Dividends
Dividend Yield
0.54%
44 out of 138 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $MO (7.66%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.09% | 4.29% | - |
 ARKI.L | 0.07% | 4.25% | - |
 SCHD | 0.05% | 3.8% | - |
 BitcoinWorldWide | 0.03% | 0.76% | - |
 MSFT | 0.03% | 0.76% | $3 |
 RudolfDeLeeuw | 0.03% | 1.08% | - |
 MO | 0.02% | 7.66% | $3.92 |
 AVGO | 0.02% | 0.98% | $19.7 |
 QCOM | 0.02% | 1.97% | $3.25 |
 Magnificent-7 | 0.01% | 0.32% | - |
 MU | 0.01% | 0.5% | $0.46 |
 INTC | 0.01% | 2.57% | $0.5 |
 BLK | 0.01% | 1.91% | $20.2 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 SPY5.L | 0.01% | 1.04% | - |
 QQQ | 0.01% | 0.64% | - |
 LMT | 0.01% | 2.79% | $12.45 |
 DIS | 0.01% | 0.88% | $0.75 |
 VST | 0.01% | 0.52% | $0.85 |
 ORCL | 0.01% | 0.94% | $1.6 |
 TSM | 0.01% | 0.93% | $1.74 |
 V | 0.01% | 0.65% | $2.01 |
 AAPL | 0.01% | 0.53% | $0.97 |
 BABA | 0% | 0.99% | $0.98 |
 DELL | 0% | 1.72% | $1.63 |
 Marco199610 | 0% | 0.8% | - |
 ASML | 0% | 0.77% | $5.57 |
 SMH | 0% | 0.44% | - |
 IWM | 0% | 1.23% | - |
 CAT | 0% | 1.49% | $5.31 |
 META | 0% | 0.29% | $1 |
 NVO | 0% | 1.21% | $0.98 |
 LLY | 0% | 0.67% | $4.86 |
 0700.HK | 0% | 0.85% | $3.4 |
 JPM | 0% | 1.8% | $4.4 |
 AXP | 0% | 0.88% | $2.6 |
 LRCX | 0% | 1.06% | $8 |
 CGNX | 0% | 0.76% | $0.3 |
 CRM | 0% | 0.47% | $0.4 |
 NVDA | 0% | 0.03% | $0.02 |
 VRT | 0% | 0.1% | $0.06 |
 MRVL | 0% | 0.21% | $0.24 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 COST | 0% | 0.47% | $19.22 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 AON (BitcoinWorldWide) | Ex-Dividend | Feb 3 | $0.68 |
COST | Ex-Dividend | Feb 7 | $1.16 |
 MA (BitcoinWorldWide) | Pay Day | Feb 7 | $0.76 |
 BK (BitcoinWorldWide) | Pay Day | Feb 7 | $0.47 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
 ASML.NV (Marco199610) | Ex-Dividend | Feb 10 | $1.58 |
AXP (BitcoinWorldWide) | Pay Day | Feb 10 | $0.70 |
AAPL (Magnificent-7) | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (BitcoinWorldWide) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (Magnificent-7) | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
 AMGN (Marco199610) | Ex-Dividend | Feb 14 | $2.38 |
 ACN (Marco199610) | Pay Day | Feb 14 | $1.48 |
 MMC (BitcoinWorldWide) | Pay Day | Feb 14 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | Feb 14 | $0.68 |
ASML.NV (Marco199610) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
MSFT (Magnificent-7) | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
 IFX.DE (RudolfDeLeeuw) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (RudolfDeLeeuw) | Pay Day | Feb 25 | $0.37 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
 GS (RudolfDeLeeuw) | Ex-Dividend | Feb 28 | $3.00 |
GS (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $0.25 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
V (BitcoinWorldWide) | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
BLK (RudolfDeLeeuw) | Ex-Dividend | Mar 7 | $5.21 |
AMGN (Marco199610) | Pay Day | Mar 7 | $2.38 |
BLK (BitcoinWorldWide) | Ex-Dividend | Mar 7 | $5.21 |
LLY | Pay Day | Mar 10 | $1.50 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Mar 11 | $0.40 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Magnificent-7) | Pay Day | Mar 13 | $0.83 |
 NTRS (BitcoinWorldWide) | Ex-Dividend | Mar 14 | $0.75 |
IBKR (BitcoinWorldWide) | Pay Day | Mar 14 | $0.25 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (BitcoinWorldWide) | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
BLK (RudolfDeLeeuw) | Pay Day | Mar 24 | $5.21 |
BLK (BitcoinWorldWide) | Pay Day | Mar 24 | $5.21 |
FIS (BitcoinWorldWide) | Pay Day | Mar 25 | $0.40 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
GS (RudolfDeLeeuw) | Pay Day | Mar 28 | $3.00 |
GS (BitcoinWorldWide) | Pay Day | Mar 28 | $3.00 |
NTRS (BitcoinWorldWide) | Pay Day | Apr 1 | $0.75 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (BitcoinWorldWide) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.2/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.9
0.9
0
1
2
3
3
Jensen's Alpha
0.52
0.52
-2
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
1.2
1.2
0
0.75
1.25
2
2
Information Ratio
-0.52
-0.52
-1
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.87% | Dec 2020 | Nov 2024 | 47 |
-1.46% | Dec 2024 | Jan 2025 | 1 |