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+0.1%
Today
+1.07%
This Month
+16.48%
Year To Date
+174.65%
2 Years
+170.97%
5 Years
+58.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading72.63%
- 📊 ETFs15.58%
- 💵 Cash5.04%
- 🪙 Cryptocurrencies2.81%
- 🖥️ Technology Services0.62%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.31%
- 🇺🇸 Nasdaq24.32%
- 🇬🇧 LSE6.98%
- 🌍 Digital Currency3.59%
- 🇭🇰 Hong Kong Exchanges2.34%
- 🇸🇪 Stockholm Stock Exchange0.89%
- 🇦🇺 Sydney0.77%
- 🇨🇭 SIX0.49%
- 🇩🇪 FRA0.47%
- 🇪🇸 Bolsa De Madrid0.35%
- 🇳🇴 Oslo Stock Exchange0.22%
- 🇺🇸 Chicago Board Options Exchange0.19%
- 🇫🇷 Euronext Paris0.16%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.42%
- 🇬🇧 United Kingdom5.33%
- 🇨🇳 China4.48%
- 🇮🇱 Israel3.26%
- 🇨🇴 Colombia3.08%
- 🇧🇷 Brazil2.49%
- 🇬🇷 Greece1.54%
- 🇹🇼 Taiwan1.46%
- 🇸🇪 Sweden0.89%
- 🇦🇺 Australia0.77%
- 🇱🇺 Luxembourg0.59%
- 🇧🇲 Bermuda0.54%
- 🇨🇭 Switzerland0.49%
- 🇩🇪 Germany0.47%
- 🇪🇸 Spain0.35%
- 🇳🇱 Netherlands0.29%
- 🇸🇬 Singapore0.24%
- 🇳🇴 Norway0.22%
- 🇲🇽 Mexico0.2%
- 🇨🇦 Canada0.17%
- 🇯🇵 Japan0.17%
- 🇫🇷 France0.16%
- 🇫🇮 Finland0.04%
- 🇰🇷 South Korea0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.4%
8 out of 9 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: AmitKup (3.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.61% | 3.93% | - |
 FundManagerZech | 0.32% | 2.43% | - |
 VOO | 0.22% | 1.41% | - |
 AI-Revolution | 0.11% | 0.36% | - |
 JeppeKirkBonde | 0.09% | 1.3% | - |
 thomaspj | 0.05% | 0.77% | - |
 META | 0% | 0.27% | $1 |
 jorbar6 | 0% | 0.02% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 C (thomaspj) | Pay Day | Nov 22 | $0.56 |
 DAC (FundManagerZech) | Ex-Dividend | Nov 25 | $0.85 |
 AGRO (JeppeKirkBonde) | Pay Day | Nov 27 | $0.17 |
 GOLD.BARRICK (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.10 |
 WY (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.20 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
 EQT (JeppeKirkBonde) | Pay Day | Dec 2 | $0.16 |
 GS (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.30 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
GS (thomaspj) | Ex-Dividend | Dec 2 | $3.00 |
 1800.HK (FundManagerZech) | Ex-Dividend | Dec 3 | $0.02 |
 VSH (FundManagerZech) | Ex-Dividend | Dec 3 | $0.10 |
DAC (FundManagerZech) | Pay Day | Dec 4 | $0.85 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 HAS (JeppeKirkBonde) | Pay Day | Dec 4 | $0.70 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 SBLK (FundManagerZech) | Ex-Dividend | Dec 5 | $0.60 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Dec 5 | $5.10 |
 ATKR (FundManagerZech) | Ex-Dividend | Dec 6 | $0.32 |
 JOE (FundManagerZech) | Pay Day | Dec 6 | $0.14 |
 HON (AI-Revolution) | Pay Day | Dec 6 | $1.13 |
 GOOG (jorbar6) | Ex-Dividend | Dec 9 | $0.20 |
 GOOGL (AI-Revolution) | Ex-Dividend | Dec 9 | $0.20 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Dec 9 | $0.20 |
GOOG (thomaspj) | Ex-Dividend | Dec 9 | $0.20 |
VSH (FundManagerZech) | Pay Day | Dec 12 | $0.10 |
 MSFT (jorbar6) | Pay Day | Dec 12 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Dec 12 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 12 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (thomaspj) | Pay Day | Dec 12 | $0.83 |
WY (JeppeKirkBonde) | Pay Day | Dec 13 | $0.20 |
 WMT (thomaspj) | Ex-Dividend | Dec 13 | $0.21 |
ATKR (FundManagerZech) | Pay Day | Dec 16 | $0.32 |
GOOG (jorbar6) | Pay Day | Dec 16 | $0.20 |
GOOGL (AI-Revolution) | Pay Day | Dec 16 | $0.20 |
GOLD.BARRICK (JeppeKirkBonde) | Pay Day | Dec 16 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Dec 16 | $0.20 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 16 | $0.40 |
GOOG (thomaspj) | Pay Day | Dec 16 | $0.20 |
SBLK (FundManagerZech) | Pay Day | Dec 18 | $0.60 |
BLK (JeppeKirkBonde) | Pay Day | Dec 23 | $5.10 |
LMT (JeppeKirkBonde) | Pay Day | Dec 27 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Dec 30 | $3.00 |
GS (thomaspj) | Pay Day | Dec 30 | $3.00 |
LDOS (JeppeKirkBonde) | Pay Day | Dec 31 | $0.40 |
 CSCO (AI-Revolution) | Ex-Dividend | Jan 3 | $0.40 |
WMT (thomaspj) | Pay Day | Jan 6 | $0.21 |
TSM (AI-Revolution) | Pay Day | Jan 9 | $0.62 |
TSM (JeppeKirkBonde) | Pay Day | Jan 9 | $0.62 |
CSCO (AI-Revolution) | Pay Day | Jan 22 | $0.40 |
1800.HK (FundManagerZech) | Pay Day | Jan 27 | $0.02 |
Performance Metrics
Score 9.5/10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
2.28
2.28
0
0.5
1
3
3
Sortino Ratio
9.71
9.71
0
1
2
10
10
Jensen's Alpha
46.94
46.94
-2
0
2
47
47
Omega Ratio
2.51
2.51
0
1
1.5
3
3
Treynor Ratio
11.46
11.46
0
0.75
1.25
12
12
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.33
0.33
0
0.8
1.2
0
2
Sharpe Ratio
2.28
2.28
0
0.5
1
3
3
Sortino Ratio
9.71
9.71
0
1
2
10
10
Jensen's Alpha
46.94
46.94
-2
0
2
47
47
Omega Ratio
2.51
2.51
0
1
1.5
3
3
Treynor Ratio
11.46
11.46
0
0.75
1.25
12
12
Information Ratio
1.25
1.25
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.13% | Jul 2023 | Dec 2023 | 5 |
-3.03% | May 2024 | Aug 2024 | 3 |
-0.96% | Sep 2024 | Oct 2024 | 1 |