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-0.14%
Today
-0.14%
This Month
-19.12%
Year To Date
+47.63%
2 Years
-29.53%
5 Years
-7.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading29.17%
- 🍞 Consumer Non Durables24.88%
- 💻 Electronic Technology19.1%
- 🖥️ Technology Services11.56%
- 📊 ETFs9.25%
- 💇♀️ Consumer Services2.54%
- 🪙 Cryptocurrencies2.13%
- 🚗 Consumer Durables1.34%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.95%
- 🇫🇷 Euronext Paris27.11%
- 🇺🇸 NYSE18.73%
- 🇬🇧 LSE13.23%
- 🌍 Digital Currency3.04%
- 🇩🇪 FRA2.93%
- 🇺🇸 Chicago Board Options Exchange2.69%
- 🇩🇪 Xetra ETFs1%
- 🇳🇱 Euronext Amsterdam0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.33%
- 🇫🇷 France27.11%
- 🇩🇪 Germany2.93%
- 🇹🇼 Taiwan1.6%
- 🇬🇧 United Kingdom0.37%
- 🇨🇳 China0.3%
- 🇮🇱 Israel0.2%
- 🇳🇱 Netherlands0.17%
- 🇨🇦 Canada0.15%
- 🇮🇪 Ireland0.08%
- 🇱🇺 Luxembourg0.04%
- 🇺🇾 Uruguay0.04%
- 🇰🇷 South Korea0.03%
Dividends
Dividend Yield
0.79%
21 out of 32 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $MOV (7.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MC.PA | 0.41% | 1.85% | $13 |
 MOV | 0.1% | 7.32% | $1.4 |
 KO | 0.08% | 3.06% | $1.89 |
 CSCO | 0.04% | 2.64% | $1.58 |
 AM.PA | 0.03% | 1.55% | $3.37 |
 RHM.DE | 0.02% | 0.76% | $5.7 |
 MSFT | 0.01% | 0.76% | $3 |
 TSM | 0.01% | 0.93% | $1.74 |
 DSY.PA | 0.01% | 0.61% | $0.23 |
 ORCL | 0.01% | 0.94% | $1.6 |
 Magnificent-7 | 0.01% | 0.32% | - |
 Chip-Tech | 0.01% | 0.64% | - |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 thomaspj | 0.01% | 0.47% | - |
 BigTech | 0% | 0.36% | - |
 AI-Revolution | 0% | 0.22% | - |
 II-Disruptive | 0% | 0.31% | - |
 Core-Dynamic | 0% | 0.29% | - |
 CloudComputing | 0% | 0.14% | - |
 CyberSecurity | 0% | 0.19% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
MA (II-Disruptive) | Pay Day | Feb 7 | $0.76 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (II-Disruptive) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (II-Disruptive) | Ex-Dividend | Feb 10 | $1.58 |
AAPL (Magnificent-7) | Ex-Dividend | Feb 10 | $0.25 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
V (II-Disruptive) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
AAPL (II-Disruptive) | Pay Day | Feb 13 | $0.25 |
AAPL (Magnificent-7) | Pay Day | Feb 13 | $0.25 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 TER (Chip-Tech) | Ex-Dividend | Feb 14 | $0.12 |
 ENTG (Chip-Tech) | Pay Day | Feb 19 | $0.10 |
ASML.NV (II-Disruptive) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (Chip-Tech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (II-Disruptive) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (II-Disruptive) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (CloudComputing) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Magnificent-7) | Ex-Dividend | Feb 20 | $0.83 |
 IFX.DE (II-Disruptive) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (II-Disruptive) | Pay Day | Feb 25 | $0.37 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
V (II-Disruptive) | Pay Day | Mar 3 | $0.59 |
 QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (Chip-Tech) | Ex-Dividend | Mar 6 | $0.85 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
AMAT (Chip-Tech) | Pay Day | Mar 13 | $0.40 |
MSFT (II-Disruptive) | Pay Day | Mar 13 | $0.83 |
AMAT (II-Disruptive) | Pay Day | Mar 13 | $0.40 |
MSFT (CloudComputing) | Pay Day | Mar 13 | $0.83 |
MSFT (Magnificent-7) | Pay Day | Mar 13 | $0.83 |
TER (Chip-Tech) | Pay Day | Mar 14 | $0.12 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Chip-Tech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (II-Disruptive) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
QCOM (Chip-Tech) | Pay Day | Mar 27 | $0.85 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
TSM (Chip-Tech) | Pay Day | Apr 10 | $0.69 |
TSM (II-Disruptive) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.4/10
Beta
2.03
2.03
0
0.8
1.2
0
3
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-21.23
-21.23
-22
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
2.03
2.03
0
0.8
1.2
0
3
Sharpe Ratio
0.1
0.1
0
0.5
1
1.5
1.5
Sortino Ratio
0.16
0.16
0
1
2
3
3
Jensen's Alpha
-21.23
-21.23
-22
0
2
4.5
4.5
Omega Ratio
0.87
0.87
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.18
-0.18
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.25% | Dec 2020 | - | 51 |
-16.44% | Sep 2020 | Nov 2020 | 2 |
-1.66% | Jun 2020 | Jul 2020 | 1 |