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GutArt
🇩🇪 Stock Investor.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

-0.17%
Today
-2.11%
This Month
+1.09%
Year To Date
-16.75%
2 Years
-30.41%
5 Years
-17.48%
Annualized
  • GutArt
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    44.25%
  • 💵 Cash
    44.11%
  • 🖥️ Technology Services
    1.63%
  • 💻 Electronic Technology
    0.49%
  • 🛍️ Retail Trade
    0.24%
  • 🧩 Miscellaneous
    0.04%
  • 🚚 Transportation
    0%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇩🇪 Xetra ETFs
    20.21%
  • 🇺🇸 NYSE
    19.57%
  • 🇬🇧 LSE
    3.62%
  • 🇺🇸 Nasdaq
    3.23%
  • 🇩🇰 Copenhagen Stock Exchange
    0%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    1.93%
  • 🇨🇳 China
    0.26%
  • 🇹🇼 Taiwan
    0.08%
  • 🇱🇺 Luxembourg
    0.05%
  • 🇮🇪 Ireland
    0.04%
  • 🇩🇰 Denmark
    0%

Dividends

Dividend Yield

0.71%

28 out of 85 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $IAPD.L (9.65%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
TMF
TMF
0.22%
3.68%
-
HDV
HDV
0.16%
3.41%
-
VOO
VOO
0.08%
1.23%
-
FALN
FALN
0.08%
6.24%
-
IAPD.L
IAPD.L
0.04%
9.65%
-
XLRE
XLRE
0.04%
3.23%
-
FGEQ.DE
FGEQ.DE
0.02%
2.65%
-
VGWD.DE
VGWD.DE
0.02%
2.44%
-
IBC9.DE
IBC9.DE
0.01%
5.28%
-
IS0Q.DE
IS0Q.DE
0.01%
5.47%
-
IUSM.DE
IUSM.DE
0.01%
4.06%
-
IS04.DE
IS04.DE
0%
2.83%
-
IUS7.DE
IUS7.DE
0%
5.47%
-
ISF.L
ISF.L
0%
3.49%
-
QQQ
QQQ
0%
0.56%
-
VUG
VUG
0%
0.47%
-
IS3F.DE
IS3F.DE
0%
2.03%
-
BABA
BABA
0%
0.74%
$0.98
TSM
TSM
0%
1.23%
$1.74
AVGO
AVGO
0%
1.23%
$19.7
MSFT
MSFT
0%
0.84%
$3
ACN
ACN
0%
1.66%
$4.99
MU
MU
0%
0.53%
$0.46
GOOGL
GOOGL
0%
0.49%
$0.2
GE
GE
0%
0.78%
$0.44
META
META
0%
0.34%
$1
CRM
CRM
0%
0.59%
$0.4
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
MSFT
MSFT
Pay Day
Mar 13
$0.83
META
META
Ex-Dividend
Mar 14
$0.52
GOOGL
GOOGL
Pay Day
Mar 17
$0.20
TSM
TSM
Ex-Dividend
Mar 18
$0.69
AVGO
AVGO
Ex-Dividend
Mar 20
$0.59
META
META
Pay Day
Mar 26
$0.52
IAPD.L
IAPD.L
Pay Day
Mar 26
$-
ISF.L
ISF.L
Pay Day
Mar 26
$0.05
IS3F.DE
IS3F.DE
Pay Day
Mar 26
$-
AVGO
AVGO
Pay Day
Mar 31
$0.59
NVDA
NVDA
Pay Day
Apr 2
$0.01
TSM
TSM
Pay Day
Apr 10
$0.69
GE
GE
Pay Day
Apr 25
$0.36
QQQ
QQQ
Pay Day
Apr 30
$0.57
FALN
FALN
Pay Day
May 7
$-
FGEQ.DE
FGEQ.DE
Pay Day
May 24
$0.08
HDV
HDV
Pay Day
Jun 17
$-
IS04.DE
IS04.DE
Pay Day
Jun 26
$0.08
XLRE
XLRE
Pay Day
Jun 26
$0.39
VUG
VUG
Pay Day
Jul 1
$0.46
TMF
TMF
Pay Day
Jul 2
$0.43
VOO
VOO
Pay Day
Jul 2
$1.78

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

-0.12
-0.12
-1
1
2
3
3

Jensen's Alpha

-13.83
-13.83
-14
0
2
4.5
4.5

Omega Ratio

0.8
0.8
0
1
1.5
2.5
2.5

Treynor Ratio

-0.38
-0.38
-1
0.75
1.25
2
2

Information Ratio

-0.26
-0.26
-1
0.3
0.6
1
1

Calmar Ratio

-0.19
-0.19
-1
0.3
0.6
1
1

Drawdowns

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  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-92.29%
Feb 2018-86

Monthly Performance