Loading...
+0.14%
Today
-1.12%
This Month
+26.42%
Year To Date
+169.88%
2 Years
+169.88%
5 Years
+61.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs36.38%
- 💻 Electronic Technology35.33%
- 💰 Finance11.68%
- 👥 Copy Trading10.51%
- 🪙 Cryptocurrencies4.05%
- 🖥️ Technology Services1.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.1%
- 🇺🇸 Nasdaq32.07%
- 🌍 Digital Currency4.05%
- 🇫🇷 Euronext Paris1.42%
- 🇮🇹 Borsa Italiana0.7%
- 🇳🇱 Euronext Amsterdam0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.74%
- 🇳🇱 Netherlands9.61%
- 🇹🇼 Taiwan9.48%
- 🇰🇾 Cayman Islands1.73%
- 🇫🇷 France1.42%
- 🇮🇹 Italy1.26%
Dividends
Dividend Yield
0.81%
5 out of 8 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $HPP (3.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HPP | 0.36% | 3.1% | $0.1 |
 VOOG | 0.19% | 0.53% | - |
 TSM | 0.09% | 1.04% | $1.74 |
 ASML | 0.08% | 0.87% | $5.57 |
 robchamow | 0.08% | 0.76% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MC.PA (robchamow) | Ex-Dividend | Dec 2 | $5.98 |
 V (robchamow) | Pay Day | Dec 2 | $0.59 |
MC.PA (robchamow) | Pay Day | Dec 4 | $5.98 |
 BKNG (robchamow) | Ex-Dividend | Dec 6 | $8.75 |
 GOOG (robchamow) | Ex-Dividend | Dec 9 | $0.20 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
 MSFT (robchamow) | Pay Day | Dec 12 | $0.83 |
TSM (robchamow) | Ex-Dividend | Dec 12 | $0.62 |
GOOG (robchamow) | Pay Day | Dec 16 | $0.20 |
BKNG (robchamow) | Pay Day | Dec 31 | $8.75 |
TSM | Pay Day | Jan 9 | $0.62 |
TSM (robchamow) | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 9.1/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.98
1.98
0
0.5
1
2
2
Sortino Ratio
6.14
6.14
0
1
2
7
7
Jensen's Alpha
38.86
38.86
-2
0
2
39
39
Omega Ratio
3.72
3.72
0
1
1.5
4
4
Treynor Ratio
4
4
0
0.75
1.25
5
5
Information Ratio
1.62
1.62
0
0.3
0.6
2
2
Calmar Ratio
6.98
6.98
0
0.3
0.6
7
7
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
1.98
1.98
0
0.5
1
2
2
Sortino Ratio
6.14
6.14
0
1
2
7
7
Jensen's Alpha
38.86
38.86
-2
0
2
39
39
Omega Ratio
3.72
3.72
0
1
1.5
4
4
Treynor Ratio
4
4
0
0.75
1.25
5
5
Information Ratio
1.62
1.62
0
0.3
0.6
2
2
Calmar Ratio
6.98
6.98
0
0.3
0.6
7
7
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.35% | Jul 2023 | Nov 2023 | 4 |
-5.89% | Jun 2024 | - | 5 |
-4.97% | Mar 2024 | Apr 2024 | 1 |