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-0.85%
Today
-0.85%
This Month
+5.22%
Year To Date
+33.72%
2 Years
-45.01%
5 Years
-16.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.15%
- 📊 ETFs29.65%
- 📈 Indexes10.24%
- 💵 Cash8.59%
- 🪙 Cryptocurrencies2.46%
- 🌾 Commodities2.01%
- 🚗 Consumer Durables1.66%
- 🧩 Miscellaneous0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.69%
- 🇺🇸 Nasdaq22.75%
- 🇩🇪 Xetra ETFs12.97%
- 🌍 Digital Currency12.65%
- 🌍 CFD10.24%
- 🇬🇧 LSE3.79%
- 🌍 Commodity2.01%
- 🇨🇭 SIX0.24%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇫🇷 Euronext Paris0.15%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇪🇸 Bolsa De Madrid0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.4%
- 🇨🇳 China0.66%
- 🇨🇭 Switzerland0.56%
- 🇹🇼 Taiwan0.32%
- 🇮🇪 Ireland0.24%
- 🇸🇪 Sweden0.23%
- 🇬🇧 United Kingdom0.23%
- 🇮🇱 Israel0.22%
- 🇸🇬 Singapore0.22%
- 🇳🇱 Netherlands0.19%
- 🇫🇷 France0.15%
- 🇯🇵 Japan0.14%
- 🇺🇾 Uruguay0.14%
- 🇰🇾 Cayman Islands0.06%
- 🇨🇦 Canada0.06%
- 🇰🇷 South Korea0.05%
- 🇱🇺 Luxembourg0.03%
- 🇪🇸 Spain0.02%
Dividends
Dividend Yield
0.47%
19 out of 48 instruments pay dividend.
18 dividend payments in the next 30 days.
Highest Dividend: $REET (6.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 II-Quality | 0.1% | 1.64% | - |
 REET | 0.1% | 6.79% | - |
 FranciscoOrtiz13 | 0.04% | 1.4% | - |
 Congress-Buys | 0.03% | 0.63% | - |
 IQQL.DE | 0.03% | 2.95% | - |
 VIG | 0.02% | 1.73% | - |
 Four-Horsemen | 0.02% | 0.4% | - |
 VOO | 0.02% | 1.26% | - |
 VT.US | 0.02% | 2.9% | - |
 InTheGame | 0.02% | 0.43% | - |
 XLF | 0.02% | 1.48% | - |
 BigTech | 0.02% | 0.36% | - |
 IVV | 0.01% | 1.41% | - |
 SCHX | 0.01% | 1.33% | - |
 The-Chameleon | 0.01% | 0.2% | - |
 Marirs | 0% | 0.28% | - |
 IWO | 0% | 1.41% | - |
 XBI | 0% | 1.41% | - |
 PierreN2023 | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 NRG (PierreN2023) | Ex-Dividend | Feb 3 | $0.44 |
 PAYX (II-Quality) | Ex-Dividend | Feb 7 | $0.98 |
 MA (FranciscoOrtiz13) | Pay Day | Feb 7 | $0.76 |
 AAPL (FranciscoOrtiz13) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (FranciscoOrtiz13) | Pay Day | Feb 10 | $0.70 |
 DE (FranciscoOrtiz13) | Pay Day | Feb 10 | $1.62 |
 ASML.NV (FranciscoOrtiz13) | Ex-Dividend | Feb 10 | $1.58 |
AAPL (Four-Horsemen) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
 TXN (II-Quality) | Pay Day | Feb 11 | $1.36 |
 V (FranciscoOrtiz13) | Ex-Dividend | Feb 11 | $0.59 |
 TJX (II-Quality) | Ex-Dividend | Feb 13 | $0.38 |
AAPL (FranciscoOrtiz13) | Pay Day | Feb 13 | $0.25 |
AAPL (Four-Horsemen) | Pay Day | Feb 13 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
 AMGN (II-Quality) | Ex-Dividend | Feb 14 | $2.38 |
 ABBV (II-Quality) | Pay Day | Feb 14 | $1.64 |
 LLY (II-Quality) | Ex-Dividend | Feb 14 | $1.50 |
 OTIS (II-Quality) | Ex-Dividend | Feb 14 | $0.39 |
 CVX (FranciscoOrtiz13) | Ex-Dividend | Feb 14 | $1.71 |
 SBUX (FranciscoOrtiz13) | Ex-Dividend | Feb 14 | $0.61 |
 CHD (Congress-Buys) | Ex-Dividend | Feb 14 | $0.30 |
 JNJ (II-Quality) | Ex-Dividend | Feb 18 | $1.24 |
JNJ (FranciscoOrtiz13) | Ex-Dividend | Feb 18 | $1.24 |
 PG (FranciscoOrtiz13) | Pay Day | Feb 18 | $1.01 |
NRG (PierreN2023) | Pay Day | Feb 18 | $0.44 |
ASML.NV (FranciscoOrtiz13) | Pay Day | Feb 19 | $1.58 |
 MSFT (FranciscoOrtiz13) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Four-Horsemen) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
PAYX (II-Quality) | Pay Day | Feb 27 | $0.98 |
SBUX (FranciscoOrtiz13) | Pay Day | Feb 28 | $0.61 |
V (FranciscoOrtiz13) | Pay Day | Mar 3 | $0.59 |
CHD (Congress-Buys) | Pay Day | Mar 3 | $0.30 |
JNJ (II-Quality) | Pay Day | Mar 4 | $1.24 |
JNJ (FranciscoOrtiz13) | Pay Day | Mar 4 | $1.24 |
TJX (II-Quality) | Pay Day | Mar 6 | $0.38 |
 QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
AMGN (II-Quality) | Pay Day | Mar 7 | $2.38 |
 BLK (II-Quality) | Ex-Dividend | Mar 7 | $5.21 |
OTIS (II-Quality) | Pay Day | Mar 7 | $0.39 |
LLY (II-Quality) | Pay Day | Mar 10 | $1.50 |
CVX (FranciscoOrtiz13) | Pay Day | Mar 10 | $1.71 |
MSFT (FranciscoOrtiz13) | Pay Day | Mar 13 | $0.83 |
MSFT (Four-Horsemen) | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
 ADP (II-Quality) | Ex-Dividend | Mar 14 | $1.54 |
 GRMN (II-Quality) | Ex-Dividend | Mar 14 | $0.75 |
 MRK (II-Quality) | Ex-Dividend | Mar 17 | $0.81 |
 TSM (FranciscoOrtiz13) | Ex-Dividend | Mar 18 | $0.69 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
BLK (II-Quality) | Pay Day | Mar 24 | $5.21 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
GRMN (II-Quality) | Pay Day | Mar 28 | $0.75 |
ADP (II-Quality) | Pay Day | Apr 1 | $1.54 |
MRK (II-Quality) | Pay Day | Apr 7 | $0.81 |
 GIS (II-Quality) | Ex-Dividend | Apr 10 | $0.60 |
TSM (FranciscoOrtiz13) | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
GIS (II-Quality) | Pay Day | May 1 | $0.60 |
 DIS (FranciscoOrtiz13) | Ex-Dividend | Jun 24 | $0.50 |
DIS (FranciscoOrtiz13) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 1.8/10
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-22.96
-22.96
-23
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Beta
1.85
1.85
0
0.8
1.2
0
2
Sharpe Ratio
-0.31
-0.31
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.41
-0.41
-1
1
2
3
3
Jensen's Alpha
-22.96
-22.96
-23
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
-0.59
-0.59
-1
0.75
1.25
2
2
Information Ratio
-0.61
-0.61
-1
0.3
0.6
1
1
Calmar Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.92% | Jan 2022 | - | 37 |