Hakumen avatar
Hakumen
🇮🇹 Income Stock Investor.
4 copiers.

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

-1.44%
Today
-2.28%
This Month
+0.33%
Year To Date
+25.18%
2 Years
+162.93%
5 Years
-5.22%
Annualized
  • Hakumen
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    49.34%
  • 💵 Cash
    28.38%
  • 💰 Finance
    5.33%
  • 💼 Commercial Services
    3.52%
  • 🍞 Consumer Non Durables
    3.25%
  • 🖥️ Technology Services
    2.6%
  • 💻 Electronic Technology
    2%
  • 🪨 Non Energy Minerals
    1.89%
  • 🛍️ Retail Trade
    1.85%
  • 🧬 Health Technology
    1.72%
  • 📡 Communications
    1.57%
  • 🪙 Cryptocurrencies
    0.05%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    64.18%
  • 🇺🇸 Nasdaq
    6.73%
  • 🇬🇧 LSE
    2.16%
  • 🌍 Digital Currency
    0.05%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    19.23%
  • 🇬🇧 United Kingdom
    3.82%
  • 🇨🇳 China
    0.68%

Dividends

Dividend Yield

1.74%

22 out of 26 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $BTI (7.26%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
SCHD
SCHD
0.55%
3.49%
-
O
O
0.22%
5.31%
$3.09
VTI
VTI
0.18%
1.25%
-
BTI
BTI
0.14%
7.26%
$2.92
RIO
RIO
0.12%
6.46%
$4.34
DGRO
DGRO
0.1%
2.16%
-
JNJ
JNJ
0.05%
2.94%
$4.81
VIG
VIG
0.05%
1.66%
-
UDVD.L
UDVD.L
0.04%
2%
-
VZ
VZ
0.04%
5.74%
$2.66
T
T
0.04%
4.06%
$1.11
KO
KO
0.04%
2.71%
$1.89
WPC
WPC
0.03%
5.4%
$3.67
LTC.US
LTC.US
0.03%
6.25%
$2.28
SCHG
SCHG
0.03%
0.4%
-
VBR
VBR
0.02%
1.98%
-
IJR
IJR
0.02%
2.12%
-
V
V
0.01%
0.66%
$2.01
AAPL
AAPL
0.01%
0.44%
$0.97
MA
MA
0.01%
0.53%
$2.46
MSFT
MSFT
0.01%
0.84%
$3
GOOG
GOOG
0%
0.48%
$0.2

Next Dividends

Instrument
Type
Date
Pay Per Share
MSFT
MSFT
Pay Day
Mar 13
$0.83
KO
KO
Ex-Dividend
Mar 14
$0.51
O
O
Pay Day
Mar 14
$0.27
GOOG
GOOG
Pay Day
Mar 17
$0.20
BTI
BTI
Ex-Dividend
Mar 28
$0.75
KO
KO
Pay Day
Apr 1
$0.51
MA
MA
Ex-Dividend
Apr 9
$0.76
VZ
VZ
Ex-Dividend
Apr 10
$0.68
RIO
RIO
Pay Day
Apr 17
$2.25
VZ
VZ
Pay Day
May 1
$0.68
MA
MA
Pay Day
May 9
$0.76
BTI
BTI
Pay Day
May 12
$0.75
IJR
IJR
Pay Day
Jun 17
$-
DGRO
DGRO
Pay Day
Jun 17
$0.29
SCHG
SCHG
Pay Day
Jul 1
$0.03
SCHD
SCHD
Pay Day
Jul 1
$0.27
VBR
VBR
Pay Day
Jul 1
$1.02
UDVD.L
UDVD.L
Pay Day
Jul 2
$0.43
VIG
VIG
Pay Day
Jul 2
$0.90
VTI
VTI
Pay Day
Jul 2
$0.95

Performance Metrics

Score 2.8/10

Beta

0.6
0.6
0
0.8
1.2
0
2

Sharpe Ratio

0.02
0.02
0
0.5
1
1.5
1.5

Sortino Ratio

0.02
0.02
0
1
2
3
3

Jensen's Alpha

-5.73
-5.73
-6
0
2
4.5
4.5

Omega Ratio

0.77
0.77
0
1
1.5
2.5
2.5

Treynor Ratio

0.09
0.09
0
0.75
1.25
2
2

Information Ratio

-0.26
-0.26
-1
0.3
0.6
1
1

Calmar Ratio

-0.06
-0.06
-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
-78.4%
May 2018-83

Monthly Performance