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-0.13%
Today
-0.13%
This Month
+3.08%
Year To Date
+69.46%
2 Years
+71.41%
5 Years
+17.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.83%
- 💻 Electronic Technology13.2%
- 👥 Copy Trading10.01%
- 🛍️ Retail Trade9.55%
- 🍞 Consumer Non Durables8.72%
- 🧬 Health Technology5.47%
- 💰 Finance5.2%
- 💇♀️ Consumer Services4.4%
- 🪙 Cryptocurrencies4.01%
- 📊 ETFs3.65%
- 🚚 Transportation2%
- ⛏️ Energy Minerals1.97%
- 🏥 Health Services1.93%
- 💼 Commercial Services1.9%
- 🚗 Consumer Durables1.87%
- 🏭 Industrial Services1.73%
- 🧪 Process Industries1%
- 🛠️ Producer Manufacturing0.56%
- 🪨 Non Energy Minerals0.45%
- 💵 Cash0.18%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.67%
- 🇺🇸 Nasdaq38.33%
- 🌍 Digital Currency4.01%
- 🇬🇧 LSE3.98%
- 🇫🇷 Euronext Paris1.61%
- 🇪🇸 Bolsa De Madrid1.25%
- 🇳🇱 Euronext Amsterdam1.17%
- 🇸🇪 Stockholm Stock Exchange0.67%
- 🇮🇹 Borsa Italiana0.6%
- 🇩🇪 FRA0.59%
- 🇧🇪 Euronext Brussels0.55%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.98%
- 🇬🇧 United Kingdom4.85%
- 🇨🇦 Canada4.28%
- 🇫🇷 France1.61%
- 🇪🇸 Spain1.25%
- 🇳🇱 Netherlands1.17%
- 🇫🇮 Finland0.67%
- 🇧🇷 Brazil0.6%
- 🇮🇹 Italy0.6%
- 🇩🇪 Germany0.59%
- 🇧🇪 Belgium0.55%
- 🇬🇷 Greece0.42%
- 🇨🇳 China0.2%
Dividends
Dividend Yield
1.62%
41 out of 54 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $GSL (7.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.43% | 4.29% | - |
 JNJ | 0.1% | 3.26% | $4.81 |
 UPS | 0.09% | 5.71% | $6.5 |
 HD | 0.09% | 2.18% | $8.52 |
 SBUX | 0.08% | 2.19% | $2.24 |
 HP | 0.07% | 4.24% | $1.68 |
 XOM | 0.07% | 3.63% | $3.76 |
 PEP | 0.07% | 3.54% | $5.15 |
 NKE | 0.07% | 1.96% | $1.45 |
 KO | 0.05% | 3.06% | $1.89 |
 INTC | 0.05% | 2.57% | $0.5 |
 VOO | 0.05% | 1.26% | - |
 ABBV | 0.04% | 3.42% | $6.06 |
 BAC | 0.03% | 2.2% | $0.96 |
 GSL | 0.03% | 7.65% | $1.5 |
 UNH | 0.03% | 1.51% | $7.74 |
 LOW | 0.03% | 1.75% | $4.45 |
 PG | 0.03% | 2.43% | $3.83 |
 ULVR.L | 0.02% | 3.17% | $1.47 |
 AAPL | 0.02% | 0.53% | $0.97 |
 UTG.L | 0.02% | 4.21% | $0.35 |
 MSFT | 0.02% | 0.76% | $3 |
 AVGO | 0.01% | 0.98% | $19.7 |
 MRK | 0.01% | 3.2% | $3.04 |
 MCD | 0.01% | 2.35% | $6.53 |
 JPM | 0.01% | 1.8% | $4.4 |
 GOOG | 0.01% | 0.29% | $0.2 |
 WMT | 0.01% | 0.85% | $0.81 |
 META | 0.01% | 0.29% | $1 |
 CAT | 0.01% | 1.49% | $5.31 |
 SHW | 0.01% | 0.77% | $2.64 |
 CRM | 0.01% | 0.47% | $0.4 |
 GM | 0.01% | 0.97% | $0.42 |
 LLY | 0.01% | 0.67% | $4.86 |
 DSY.PA | 0% | 0.61% | $0.23 |
 V | 0% | 0.65% | $2.01 |
 MCO | 0% | 0.68% | $3.24 |
 TECK | 0% | 0.91% | $0.37 |
 MA | 0% | 0.49% | $2.46 |
 COST | 0% | 0.47% | $19.22 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
LOW | Pay Day | Feb 5 | $1.15 |
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
ABBV | Pay Day | Feb 14 | $1.64 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
COST | Pay Day | Feb 21 | $1.16 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
SBUX | Pay Day | Feb 28 | $0.61 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
GM | Ex-Dividend | Mar 7 | $0.12 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
GM | Pay Day | Mar 20 | $0.12 |
BAC | Pay Day | Mar 28 | $0.26 |
MRK | Pay Day | Apr 7 | $0.81 |
Performance Metrics
Score 5.7/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
1.92
1.92
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.03
1.03
0
1
2
3
3
Jensen's Alpha
1.92
1.92
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1
1
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.45
0.45
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.98% | Dec 2021 | Nov 2023 | 23 |
-8.97% | Sep 2021 | Oct 2021 | 1 |
-8.48% | May 2021 | Aug 2021 | 3 |
-4.2% | Dec 2024 | - | 2 |
-4.16% | Apr 2024 | Jul 2024 | 3 |
-2.5% | Oct 2024 | Nov 2024 | 1 |
-0.98% | Jan 2024 | Feb 2024 | 1 |