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0%
Today
0%
This Month
+1.7%
Year To Date
+20.76%
2 Years
+16.02%
5 Years
+3.56%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash57.27%
- 👥 Copy Trading16.43%
- 📊 ETFs11.11%
- 🛠️ Producer Manufacturing4%
- 🍞 Consumer Non Durables3.51%
- ⚡ Utilities2.3%
- ⛏️ Energy Minerals2.29%
- 💰 Finance2.09%
- 🪨 Non Energy Minerals0.89%
- 🚗 Consumer Durables0.68%
- 💻 Electronic Technology0.66%
- 🖥️ Technology Services0.4%
- 🧬 Health Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE14.52%
- 🇭🇰 Hong Kong Exchanges8.61%
- 🇺🇸 Nasdaq7.28%
- 🇬🇧 LSE7.03%
- 🇮🇹 Borsa Italiana4%
- 🇫🇷 Euronext Paris0.92%
- 🇩🇪 FRA0.68%
- 🇸🇦 Tadawul0.6%
- 🇨🇭 SIX0.17%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇧🇪 Euronext Brussels0.13%
- 🇳🇱 Euronext Amsterdam0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States13.52%
- 🇨🇳 China5.29%
- 🇳🇱 Netherlands4%
- 🇭🇰 Hong Kong3.65%
- 🇬🇧 United Kingdom2.84%
- 🇫🇷 France0.92%
- 🇩🇪 Germany0.68%
- 🇸🇦 Saudi Arabia0.6%
- 🇮🇱 Israel0.37%
- 🇨🇦 Canada0.33%
- 🇨🇭 Switzerland0.27%
- 🇸🇪 Sweden0.16%
- 🇹🇼 Taiwan0.15%
- 🇧🇪 Belgium0.13%
- 🇮🇪 Ireland0.09%
- 🇱🇺 Luxembourg0.08%
- 🇰🇾 Cayman Islands0.02%
Dividends
Dividend Yield
0.95%
30 out of 36 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $00857.HK (8.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BRE.MI | 0.13% | 3.19% | $0.3 |
 BATS.L | 0.09% | 7.39% | $2.36 |
 00857.HK | 0.08% | 8.26% | $0.48 |
 IMB.L | 0.08% | 6.32% | $1.49 |
 Private-Equity | 0.07% | 1.76% | - |
 WarrenBuffet-CF | 0.06% | 1.62% | - |
 00006.HK | 0.05% | 5.6% | $2.82 |
 0883.HK | 0.05% | 7.58% | $1.25 |
 IAPD.L | 0.05% | 6.42% | - |
 SAOC | 0.04% | 6.74% | $1.87 |
 P911.DE | 0.03% | 3.74% | $2.31 |
 00019.HK | 0.02% | 4.82% | $3.2 |
 1816.HK | 0.02% | 4.12% | $0.1 |
 2899.HK | 0.02% | 2.26% | $0.27 |
 03908.HK | 0.02% | 1.53% | $0.18 |
 00135.HK | 0.02% | 4.43% | $0.3 |
 01113.HK | 0.02% | 6.21% | $2.05 |
 0688.HK | 0.02% | 6.1% | $0.8 |
 00002.HK | 0.02% | 4.81% | $3.1 |
 OR.PA | 0.01% | 1.85% | $6.6 |
 00763.HK | 0.01% | 2.78% | $0.74 |
 AI-Revolution | 0.01% | 0.22% | - |
 CyberSecurity | 0.01% | 0.19% | - |
 02688.HK | 0.01% | 5.66% | $2.95 |
 00388.HK | 0.01% | 2.74% | $8.41 |
 IBZL.L | 0% | 0.7% | - |
 01093.HK | 0% | 6.74% | $0.28 |
 00285.HK | 0% | 1.4% | $0.59 |
 0700.HK | 0% | 0.85% | $3.4 |
 3888.HK | 0% | 0.36% | $0.14 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
BATS.L | Pay Day | Feb 3 | $0.74 |
 C (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.56 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.68 |
 MA (WarrenBuffet-CF) | Pay Day | Feb 7 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | Feb 7 | $0.27 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
 AAPL (WarrenBuffet-CF) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (WarrenBuffet-CF) | Pay Day | Feb 10 | $0.70 |
 V (WarrenBuffet-CF) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (WarrenBuffet-CF) | Pay Day | Feb 13 | $0.25 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 CVX (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $1.71 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $0.32 |
 ALLY (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.68 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
 MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
SIRI (WarrenBuffet-CF) | Pay Day | Feb 25 | $0.27 |
C (WarrenBuffet-CF) | Pay Day | Feb 28 | $0.56 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | Feb 28 | $0.88 |
KR (WarrenBuffet-CF) | Pay Day | Mar 1 | $0.32 |
V (WarrenBuffet-CF) | Pay Day | Mar 3 | $0.59 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Mar 7 | $0.26 |
CVX (WarrenBuffet-CF) | Pay Day | Mar 10 | $1.71 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
TMUS (WarrenBuffet-CF) | Pay Day | Mar 13 | $0.88 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
BAC (WarrenBuffet-CF) | Pay Day | Mar 28 | $0.26 |
IMB.L | Pay Day | Mar 31 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.8/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-5.7
-5.7
-6
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.11
0.11
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-5.7
-5.7
-6
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-25.25% | Nov 2021 | Aug 2024 | 33 |
-4.77% | Jul 2021 | Oct 2021 | 3 |
-2.46% | Feb 2021 | May 2021 | 3 |
-0.23% | Oct 2024 | Nov 2024 | 1 |
-0.09% | Dec 2024 | Jan 2025 | 1 |