Loading...
-1.03%
Today
-1.03%
This Month
+2.58%
Year To Date
+8.38%
2 Years
-49.82%
5 Years
-15.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.89%
- 🧬 Health Technology15.63%
- 🖥️ Technology Services13.39%
- 🍞 Consumer Non Durables5.19%
- 🧪 Process Industries3.93%
- 💻 Electronic Technology3.73%
- 👥 Copy Trading3.61%
- 🚚 Transportation3.55%
- 🚗 Consumer Durables2.23%
- ⛏️ Energy Minerals2.01%
- 🏥 Health Services1.78%
- 💰 Finance1.47%
- 🛠️ Producer Manufacturing1.47%
- 💇♀️ Consumer Services1.26%
- 🛍️ Retail Trade1.03%
- ⚡ Utilities0.65%
- 💵 Cash0.63%
- 💼 Commercial Services0.53%
- 📦 Distribution Services0.4%
- 🏭 Industrial Services0.17%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency36.97%
- 🇺🇸 Nasdaq25.9%
- 🇫🇷 Euronext Paris23.89%
- 🇺🇸 NYSE5.13%
- 🇩🇰 Copenhagen Stock Exchange2.05%
- 🇳🇱 Euronext Amsterdam0.94%
- 🇭🇰 Hong Kong Exchanges0.83%
- 🇫🇮 Helsinki Stock Exchange0.8%
- 🇦🇺 Sydney0.7%
- 🇬🇧 LSE0.59%
- 🇮🇹 Borsa Italiana0.41%
- 🇩🇪 FRA0.29%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇨🇭 SIX0.02%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.38%
- 🇫🇷 France23.89%
- 🇨🇦 Canada3.93%
- 🇳🇱 Netherlands3.61%
- 🇩🇰 Denmark2.1%
- 🇨🇳 China1.14%
- 🇸🇪 Sweden0.8%
- 🇦🇺 Australia0.7%
- 🇬🇧 United Kingdom0.55%
- 🇩🇪 Germany0.29%
- 🇪🇸 Spain0.18%
- 🇨🇭 Switzerland0.05%
- 🇮🇹 Italy0.02%
- 🇹🇼 Taiwan0.02%
- 🇯🇵 Japan0.01%
- 🇳🇴 Norway0%
- 🇱🇺 Luxembourg0%
- 🇫🇮 Finland0%
- 🇧🇷 Brazil0%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.63%
26 out of 63 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $STLAM.MI (12.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TTE.PA | 0.07% | 5.61% | $3.06 |
 NN.NV | 0.07% | 7.58% | $3.2 |
 ENGI.PA | 0.06% | 9.01% | $1.43 |
 KER.PA | 0.05% | 4.54% | $14 |
 STLAM.MI | 0.05% | 12.01% | $1.55 |
 ALD.ASX | 0.04% | 6.2% | $2.15 |
 RCO.PA | 0.04% | 3.63% | $2 |
 SSABAH.HE | 0.04% | 4.95% | $0.43 |
 MC.PA | 0.04% | 1.85% | $13 |
 RUI.PA | 0.03% | 7.84% | $1.98 |
 STM.US | 0.02% | 1.25% | $0.23 |
 IPS.PA | 0.02% | 3.6% | $1.65 |
 NKE | 0.02% | 1.96% | $1.45 |
 URW.PA | 0.02% | 3.1% | $2.5 |
 Jenelleb123 | 0.01% | 0.49% | - |
 FCC.MC | 0.01% | 5.64% | $0.41 |
 AMAT | 0.01% | 0.89% | $1.44 |
 VIRP.PA | 0% | 0.41% | $1.32 |
 Matteospaggiari | 0% | 1.16% | - |
 AVGO | 0% | 0.98% | $19.7 |
 ASML | 0% | 0.77% | $5.57 |
 WMT | 0% | 0.85% | $0.81 |
 JeppeKirkBonde | 0% | 1.24% | - |
 thomaspj | 0% | 0.47% | - |
 DSV.CO | 0% | 0.49% | $7 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
MA (Jenelleb123) | Pay Day | Feb 7 | $0.76 |
 COST (Jenelleb123) | Ex-Dividend | Feb 7 | $1.16 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
V (Jenelleb123) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 LLY (Jenelleb123) | Ex-Dividend | Feb 14 | $1.50 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Jenelleb123) | Ex-Dividend | Feb 20 | $0.83 |
COST (Jenelleb123) | Pay Day | Feb 21 | $1.16 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (Jenelleb123) | Pay Day | Mar 3 | $0.59 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
LLY (Jenelleb123) | Pay Day | Mar 10 | $1.50 |
AMAT | Pay Day | Mar 13 | $0.40 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (Jenelleb123) | Pay Day | Mar 13 | $0.83 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 2/10
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.51
-0.51
-1
1
2
3
3
Jensen's Alpha
-25.71
-25.71
-26
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.72
-0.72
-1
0.75
1.25
2
2
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Beta
1.56
1.56
0
0.8
1.2
0
2
Sharpe Ratio
-0.39
-0.39
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.51
-0.51
-1
1
2
3
3
Jensen's Alpha
-25.71
-25.71
-26
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.72
-0.72
-1
0.75
1.25
2
2
Information Ratio
-0.91
-0.91
-1
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-65.79% | Nov 2021 | - | 39 |
-9.97% | Sep 2021 | Oct 2021 | 1 |
-6.3% | May 2021 | Aug 2021 | 3 |
-3.49% | Feb 2021 | Mar 2021 | 1 |