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-0.07%
Today
-0.07%
This Month
+1.92%
Year To Date
-19.51%
2 Years
-38.42%
5 Years
-17.57%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs42.92%
- 💵 Cash37.22%
- 👥 Copy Trading10.28%
- 🪙 Cryptocurrencies2.2%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs27.78%
- 🇺🇸 NYSE19.06%
- 🇺🇸 Nasdaq3.83%
- 🇬🇧 LSE2.51%
- 🌍 Digital Currency2.2%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States2.29%
- 🇨🇳 China0.22%
- 🇹🇼 Taiwan0.1%
- 🇱🇺 Luxembourg0.05%
- 🇮🇪 Ireland0.05%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.43%
14 out of 28 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (6.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.18% | 3.91% | - |
 VOO | 0.09% | 1.26% | - |
 IAPD.L | 0.03% | 6.42% | - |
 FALN | 0.03% | 2.12% | - |
 VGWD.DE | 0.02% | 2.46% | - |
 FGEQ.DE | 0.02% | 2.37% | - |
 XLRE | 0.02% | 1.84% | - |
 Core-Moderate | 0.02% | 0.76% | - |
 IBC9.DE | 0.01% | 5.3% | - |
 AI-Revolution | 0.01% | 0.22% | - |
 Core-Equity | 0% | 0.08% | - |
 QQQ | 0% | 0.64% | - |
 VUG | 0% | 0.51% | - |
 SMH | 0% | 0.44% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.6/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-14.48
-14.48
-15
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
-0.4
-0.4
-1
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.13
-0.13
-1
1
2
3
3
Jensen's Alpha
-14.48
-14.48
-15
0
2
4.5
4.5
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
-0.4
-0.4
-1
0.75
1.25
2
2
Information Ratio
-0.27
-0.27
-1
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-92.29% | Feb 2018 | - | 84 |