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0%
Today
0%
This Month
+1.3%
Year To Date
+67.52%
2 Years
+100.52%
5 Years
+17.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services22.61%
- 💻 Electronic Technology15.37%
- 👥 Copy Trading14.31%
- 🏭 Industrial Services13.84%
- 💰 Finance10.6%
- 🖥️ Technology Services9.45%
- 🚚 Transportation3.29%
- ⛏️ Energy Minerals1.25%
- 💵 Cash0.99%
- 🛍️ Retail Trade0.68%
- 🚗 Consumer Durables0.65%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE40.74%
- 🇺🇸 Nasdaq37.38%
- 🇺🇸 NYSE12.22%
- 🌍 Digital Currency0.13%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom49.93%
- 🇺🇸 United States39.77%
- 🇨🇳 China0.65%
Dividends
Dividend Yield
1.38%
6 out of 15 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $INVP.L (6.86%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (Harlemplaster) | Pay Day | Feb 7 | $0.76 |
 AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (Harlemplaster) | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (Harlemplaster) | Pay Day | Feb 13 | $0.25 |
 EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 MSFT (Harlemplaster) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Harlemplaster) | Pay Day | Mar 13 | $0.83 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
 DIS (Harlemplaster) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Harlemplaster) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.2/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
-3.5
-3.5
-4
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
-3.5
-3.5
-4
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.34
0.34
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.94% | Jul 2021 | Nov 2024 | 40 |
-8.25% | Sep 2020 | Nov 2020 | 2 |
-1.94% | Dec 2024 | - | 2 |
-1.1% | Jul 2020 | Aug 2020 | 1 |
-1.01% | Mar 2021 | Apr 2021 | 1 |
-0.75% | May 2021 | Jun 2021 | 1 |