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-5.59%
Today
-5.59%
This Month
-0.18%
Year To Date
+74.83%
2 Years
+175.26%
5 Years
+22.02%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies66.5%
- 👥 Copy Trading14.15%
- 💰 Finance8.1%
- 🖥️ Technology Services4.62%
- 💵 Cash3.51%
- 🚗 Consumer Durables1.45%
- 💻 Electronic Technology0.65%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency66.5%
- 🇺🇸 NYSE19.8%
- 🇺🇸 Nasdaq6.74%
- 🇬🇧 LSE0.71%
- 🇫🇷 Euronext Paris0.44%
- 🇨🇭 SIX0.28%
- 🇳🇱 Euronext Amsterdam0.28%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🇧🇪 Euronext Brussels0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.5%
- 🇨🇳 China1.45%
- 🇬🇧 United Kingdom1.09%
- 🇯🇵 Japan0.65%
- 🇫🇷 France0.44%
- 🇨🇦 Canada0.38%
- 🇨🇭 Switzerland0.28%
- 🇸🇪 Sweden0.27%
- 🇳🇱 Netherlands0.22%
- 🇧🇪 Belgium0.22%
- 🇮🇪 Ireland0.1%
- 🇰🇷 South Korea0.07%
- 🇹🇼 Taiwan0.07%
Dividends
Dividend Yield
0.8%
6 out of 25 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $REFI (12.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.39% | 5.73% | $3.09 |
 REFI | 0.16% | 12.26% | $1.88 |
 Private-Equity | 0.12% | 1.76% | - |
 DividendGrowth | 0.11% | 2.53% | - |
 Chip-Tech | 0.02% | 0.64% | - |
 SONY | 0% | 0.41% | $0.49 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
O | Pay Day | Feb 14 | $0.26 |
 TER (Chip-Tech) | Ex-Dividend | Feb 14 | $0.12 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
 ENTG (Chip-Tech) | Pay Day | Feb 19 | $0.10 |
 AMAT (Chip-Tech) | Ex-Dividend | Feb 20 | $0.40 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 QCOM (Chip-Tech) | Ex-Dividend | Mar 6 | $0.85 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
AMAT (Chip-Tech) | Pay Day | Mar 13 | $0.40 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
TER (Chip-Tech) | Pay Day | Mar 14 | $0.12 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
 TSM (Chip-Tech) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (Chip-Tech) | Pay Day | Mar 27 | $0.85 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
TSM (Chip-Tech) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 6.1/10
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
10.19
10.19
-2
0
2
11
11
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.8
1.8
0
0.8
1.2
0
2
Sharpe Ratio
0.58
0.58
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
10.19
10.19
-2
0
2
11
11
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-72.45% | Nov 2021 | - | 40 |
-20.84% | Feb 2020 | Jul 2020 | 5 |
-18.65% | May 2021 | Aug 2021 | 3 |
-17.7% | Oct 2019 | Jan 2020 | 3 |
-11.06% | Sep 2021 | Oct 2021 | 1 |
-10.09% | Sep 2020 | Oct 2020 | 1 |
-1.32% | Dec 2020 | Jan 2021 | 1 |