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0%
Today
0%
This Month
+2.27%
Year To Date
+7.94%
2 Years
+74.09%
5 Years
+13.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.1%
- 💵 Cash18.31%
- 🍞 Consumer Non Durables6.62%
- 🧪 Process Industries2.99%
- 🚗 Consumer Durables2.94%
- 💰 Finance2.78%
- 🪨 Non Energy Minerals2.12%
- 🧬 Health Technology1.79%
- ⛏️ Energy Minerals1.11%
- 💼 Commercial Services0.58%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.87%
- 🇩🇪 Xetra ETFs20.29%
- 🇺🇸 Nasdaq17.14%
- 🇬🇧 LSE12.4%
- 🇳🇱 Euronext Amsterdam3.36%
- 🇸🇪 Stockholm Stock Exchange0.47%
- 🇩🇰 Copenhagen Stock Exchange0.4%
- 🇳🇴 Oslo Stock Exchange0.27%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇫🇮 Helsinki Stock Exchange0.24%
- 🇫🇷 Euronext Paris0.13%
- 🌍 Digital Currency0.12%
- 🇮🇹 Borsa Italiana0.11%
- 🇸🇦 Tadawul0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.78%
- 🇬🇧 United Kingdom10.85%
- 🇳🇱 Netherlands3.36%
- 🇨🇦 Canada1.04%
- 🇹🇼 Taiwan0.99%
- 🇩🇰 Denmark0.85%
- 🇸🇪 Sweden0.53%
- 🇺🇾 Uruguay0.44%
- 🇫🇮 Finland0.31%
- 🇳🇴 Norway0.27%
- 🇨🇳 China0.25%
- 🇱🇺 Luxembourg0.15%
- 🇫🇷 France0.13%
- 🇧🇷 Brazil0.13%
- 🇮🇹 Italy0.11%
- 🇸🇦 Saudi Arabia0.09%
- 🇨🇾 Cyprus0.06%
- 🇧🇲 Bermuda0.04%
Dividends
Dividend Yield
1.44%
20 out of 20 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $RAND.NV (8.47%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INGA.NV | 0.19% | 6.89% | $1.11 |
 OilWorldWide | 0.15% | 4% | - |
 RIO | 0.15% | 7.18% | $4.34 |
 ULVR.L | 0.14% | 3.17% | $1.47 |
 PFE | 0.11% | 6.37% | $1.66 |
 SWK | 0.11% | 3.7% | $3.24 |
 Core-Income | 0.11% | 1.62% | - |
 Core-Stability | 0.09% | 1.42% | - |
 GeorgeFatouros | 0.07% | 0.52% | - |
 NordicEconomy | 0.05% | 3.04% | - |
 RAND.NV | 0.05% | 8.47% | $3.55 |
 SHEL.L | 0.05% | 4.08% | $0.8 |
 LIN | 0.04% | 1.25% | $5.33 |
 NKE | 0.04% | 1.96% | $1.45 |
 Martidg97 | 0.03% | 0.49% | - |
 Core-Dynamic | 0.02% | 0.29% | - |
 Onegirl | 0.02% | 0.25% | - |
 KO | 0.01% | 3.06% | $1.89 |
 Core-Equity | 0.01% | 0.08% | - |
 SOBO | 0% | 3.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 KMI (OilWorldWide) | Ex-Dividend | Feb 3 | $0.29 |
 OKE (OilWorldWide) | Ex-Dividend | Feb 3 | $1.03 |
 NOKIA.HE (NordicEconomy) | Ex-Dividend | Feb 3 | $0.03 |
 SLB (OilWorldWide) | Ex-Dividend | Feb 5 | $0.28 |
 TELIA.ST (NordicEconomy) | Ex-Dividend | Feb 6 | $0.05 |
 LNG (OilWorldWide) | Ex-Dividend | Feb 7 | $0.50 |
 MA (Martidg97) | Pay Day | Feb 7 | $0.76 |
 BX (GeorgeFatouros) | Ex-Dividend | Feb 10 | $1.44 |
 AAPL (Onegirl) | Ex-Dividend | Feb 10 | $0.25 |
 BKR (OilWorldWide) | Ex-Dividend | Feb 11 | $0.23 |
 V (GeorgeFatouros) | Ex-Dividend | Feb 11 | $0.59 |
V (Martidg97) | Ex-Dividend | Feb 11 | $0.59 |
 XOM (OilWorldWide) | Ex-Dividend | Feb 12 | $0.99 |
TELIA.ST (NordicEconomy) | Pay Day | Feb 12 | $0.05 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
SHEL.L (OilWorldWide) | Ex-Dividend | Feb 13 | $0.36 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Feb 13 | $0.35 |
NOKIA.HE (NordicEconomy) | Pay Day | Feb 13 | $0.03 |
AAPL (Onegirl) | Pay Day | Feb 13 | $0.25 |
 CVX (OilWorldWide) | Ex-Dividend | Feb 14 | $1.71 |
OKE (OilWorldWide) | Pay Day | Feb 14 | $1.03 |
 TRGP (OilWorldWide) | Pay Day | Feb 14 | $0.75 |
 ENB (OilWorldWide) | Ex-Dividend | Feb 14 | $0.67 |
 MSCI (Martidg97) | Ex-Dividend | Feb 14 | $1.80 |
KMI (OilWorldWide) | Pay Day | Feb 18 | $0.29 |
BX (GeorgeFatouros) | Pay Day | Feb 18 | $1.44 |
 MPC (OilWorldWide) | Ex-Dividend | Feb 19 | $0.91 |
 MSFT (Onegirl) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Martidg97) | Ex-Dividend | Feb 20 | $0.83 |
LNG (OilWorldWide) | Pay Day | Feb 21 | $0.50 |
BKR (OilWorldWide) | Pay Day | Feb 21 | $0.23 |
EQNR.OL (OilWorldWide) | Pay Day | Feb 28 | $0.35 |
MSCI (Martidg97) | Pay Day | Feb 28 | $1.80 |
ENB (OilWorldWide) | Pay Day | Mar 1 | $0.67 |
 VLO (OilWorldWide) | Pay Day | Mar 3 | $1.13 |
V (GeorgeFatouros) | Pay Day | Mar 3 | $0.59 |
V (Martidg97) | Pay Day | Mar 3 | $0.59 |
PFE | Pay Day | Mar 7 | $0.43 |
CVX (OilWorldWide) | Pay Day | Mar 10 | $1.71 |
XOM (OilWorldWide) | Pay Day | Mar 10 | $0.99 |
MPC (OilWorldWide) | Pay Day | Mar 10 | $0.91 |
MSFT (Onegirl) | Pay Day | Mar 13 | $0.83 |
MSFT (Martidg97) | Pay Day | Mar 13 | $0.83 |
 WMB (OilWorldWide) | Ex-Dividend | Mar 14 | $0.50 |
 TSM (GeorgeFatouros) | Ex-Dividend | Mar 18 | $0.69 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
SHEL.L (OilWorldWide) | Pay Day | Mar 24 | $0.36 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Mar 26 | $0.86 |
WMB (OilWorldWide) | Pay Day | Mar 31 | $0.50 |
TTE.PA (OilWorldWide) | Pay Day | Apr 1 | $0.86 |
SLB (OilWorldWide) | Pay Day | Apr 3 | $0.28 |
TSM (GeorgeFatouros) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5.7/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.21
3.21
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.92
0.92
0
1
2
3
3
Jensen's Alpha
3.21
3.21
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.64% | Sep 2021 | - | 41 |
-9.32% | Jun 2021 | Aug 2021 | 2 |
-3.58% | Sep 2020 | Nov 2020 | 2 |