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-0.33%
Today
-0.33%
This Month
+0.46%
Year To Date
+73.41%
2 Years
+296.59%
5 Years
+8.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology25.89%
- 👥 Copy Trading20.13%
- 🪙 Cryptocurrencies16.18%
- 💵 Cash11.32%
- 🚗 Consumer Durables8.46%
- 🛍️ Retail Trade7.32%
- 🖥️ Technology Services5.55%
- 🛠️ Producer Manufacturing1.76%
- 📊 ETFs1.09%
- 🍞 Consumer Non Durables1.04%
- ⚡ Utilities0.85%
- 🧬 Health Technology0.54%
- 🏥 Health Services0.06%
- 💰 Finance0.04%
- 💇♀️ Consumer Services0%
- 🚚 Transportation0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq44.58%
- 🌍 Digital Currency16.47%
- 🇬🇧 LSE13.85%
- 🇺🇸 NYSE6.23%
- 🇭🇰 Hong Kong Exchanges1.4%
- 🇺🇸 Chicago Board Options Exchange0.59%
- 🇫🇷 Euronext Paris0.02%
- 🇨🇭 SIX0.02%
- 🌍 FX0.02%
- 🌍 CFD0.01%
- 🇳🇴 Oslo Stock Exchange0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇸🇦 Tadawul0%
- 🇦🇺 Sydney0%
- 🇳🇱 Euronext Amsterdam0%
- 🇩🇪 FRA0%
- 🇺🇸 OTC Markets Stock Exchange0%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.15%
- 🇨🇳 China1.4%
- 🇬🇧 United Kingdom1.31%
- 🇹🇼 Taiwan1.17%
- 🇳🇱 Netherlands0.41%
- 🇮🇪 Ireland0.05%
- 🇩🇰 Denmark0.05%
- 🇨🇭 Switzerland0.04%
- 🇫🇷 France0.02%
- 🇰🇾 Cayman Islands0%
- 🇸🇬 Singapore0%
- 🇧🇷 Brazil0%
- 🇧🇲 Bermuda0%
- 🇳🇴 Norway0%
- 🇨🇦 Canada0%
- 🇸🇪 Sweden0%
- 🇯🇵 Japan0%
- 🇸🇦 Saudi Arabia0%
- 🇦🇺 Australia0%
- 🇭🇰 Hong Kong0%
- 🇩🇪 Germany0%
- 🇿🇦 South Africa0%
- 🇬🇷 Greece0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.34%
22 out of 48 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: Rachelle1dog (28.04%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.07% | 0.53% | $0.97 |
 Rachelle1dog | 0.04% | 28.04% | - |
 SVT.L | 0.04% | 4.71% | $1.17 |
 IBM | 0.04% | 2.61% | $6.65 |
 PFE | 0.03% | 6.37% | $1.66 |
 MSFT | 0.03% | 0.76% | $3 |
 NKE | 0.02% | 1.96% | $1.45 |
 01211.HK | 0.02% | 1.25% | $3.41 |
 TSM | 0.01% | 0.93% | $1.74 |
 MMM | 0.01% | 2.37% | $5.21 |
 Diabetes-Med | 0.01% | 1.65% | - |
 WarrenBuffet-CF | 0.01% | 1.62% | - |
 APH | 0% | 0.85% | $0.44 |
 ASML | 0% | 0.77% | $5.57 |
 NVDA | 0% | 0.03% | $0.02 |
 2318.HK | 0% | 6.11% | $2.63 |
 META | 0% | 0.29% | $1 |
 LIT | 0% | 0.05% | - |
 BAM | 0% | 2.57% | $1.41 |
 GGB | 0% | 4.81% | $0.22 |
 SDZNY | 0% | 0.62% | $0.3 |
 NLOP | 0% | 1.07% | $0.34 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 VZ (Rachelle1dog) | Pay Day | Feb 3 | $0.68 |
 CVS (Rachelle1dog) | Pay Day | Feb 3 | $0.66 |
 NRG (Rachelle1dog) | Ex-Dividend | Feb 3 | $0.44 |
 AMT (Rachelle1dog) | Pay Day | Feb 3 | $1.62 |
 BATS.L (Rachelle1dog) | Pay Day | Feb 3 | $0.74 |
 BMY (Diabetes-Med) | Pay Day | Feb 3 | $0.62 |
 C (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.56 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.68 |
 MA (WarrenBuffet-CF) | Pay Day | Feb 7 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | Feb 7 | $0.27 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AAPL (Rachelle1dog) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (Rachelle1dog) | Ex-Dividend | Feb 10 | $1.58 |
AAPL (WarrenBuffet-CF) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (WarrenBuffet-CF) | Pay Day | Feb 10 | $0.70 |
 TXN (Rachelle1dog) | Pay Day | Feb 11 | $1.36 |
 V (WarrenBuffet-CF) | Ex-Dividend | Feb 11 | $0.59 |
 XOM (Rachelle1dog) | Ex-Dividend | Feb 12 | $0.99 |
 TGT (Rachelle1dog) | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (Rachelle1dog) | Pay Day | Feb 13 | $0.25 |
 SHEL.L (Rachelle1dog) | Ex-Dividend | Feb 13 | $0.36 |
 EQNR.OL (Rachelle1dog) | Ex-Dividend | Feb 13 | $0.35 |
 SIMO (Rachelle1dog) | Ex-Dividend | Feb 13 | $0.50 |
AAPL (WarrenBuffet-CF) | Pay Day | Feb 13 | $0.25 |
 CVX (Rachelle1dog) | Ex-Dividend | Feb 14 | $1.71 |
 SBUX (Rachelle1dog) | Ex-Dividend | Feb 14 | $0.61 |
 SHEL (Rachelle1dog) | Ex-Dividend | Feb 14 | $0.72 |
 GEN (Rachelle1dog) | Ex-Dividend | Feb 14 | $0.12 |
 MSCI (Rachelle1dog) | Ex-Dividend | Feb 14 | $1.80 |
 ABT (Diabetes-Med) | Pay Day | Feb 14 | $0.59 |
 LLY (Diabetes-Med) | Ex-Dividend | Feb 14 | $1.50 |
CVX (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $1.71 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $0.32 |
 ALLY (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.68 |
 JNJ (Rachelle1dog) | Ex-Dividend | Feb 18 | $1.24 |
NRG (Rachelle1dog) | Pay Day | Feb 18 | $0.44 |
 SLG (Rachelle1dog) | Pay Day | Feb 18 | $0.26 |
 SWX (Rachelle1dog) | Ex-Dividend | Feb 18 | $0.62 |
JNJ (Diabetes-Med) | Ex-Dividend | Feb 18 | $1.24 |
ASML.NV (Rachelle1dog) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Rachelle1dog) | Ex-Dividend | Feb 20 | $0.83 |
SIRI (WarrenBuffet-CF) | Pay Day | Feb 25 | $0.27 |
SIMO (Rachelle1dog) | Pay Day | Feb 27 | $0.50 |
SBUX (Rachelle1dog) | Pay Day | Feb 28 | $0.61 |
MSCI (Rachelle1dog) | Pay Day | Feb 28 | $1.80 |
 STAG (Rachelle1dog) | Ex-Dividend | Feb 28 | $0.12 |
EQNR.OL (Rachelle1dog) | Pay Day | Feb 28 | $0.35 |
C (WarrenBuffet-CF) | Pay Day | Feb 28 | $0.56 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | Feb 28 | $0.88 |
TGT (Rachelle1dog) | Pay Day | Mar 1 | $1.12 |
KR (WarrenBuffet-CF) | Pay Day | Mar 1 | $0.32 |
 LMT (Rachelle1dog) | Ex-Dividend | Mar 3 | $3.30 |
SWX (Rachelle1dog) | Pay Day | Mar 3 | $0.62 |
V (WarrenBuffet-CF) | Pay Day | Mar 3 | $0.59 |
JNJ (Rachelle1dog) | Pay Day | Mar 4 | $1.24 |
JNJ (Diabetes-Med) | Pay Day | Mar 4 | $1.24 |
 CI (Rachelle1dog) | Ex-Dividend | Mar 5 | $1.51 |
PFE | Pay Day | Mar 7 | $0.43 |
 BLK (Rachelle1dog) | Ex-Dividend | Mar 7 | $5.21 |
PFE (Diabetes-Med) | Pay Day | Mar 7 | $0.43 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Mar 7 | $0.26 |
IBM | Pay Day | Mar 10 | $1.67 |
CVX (Rachelle1dog) | Pay Day | Mar 10 | $1.71 |
XOM (Rachelle1dog) | Pay Day | Mar 10 | $0.99 |
LLY (Diabetes-Med) | Pay Day | Mar 10 | $1.50 |
 BDX (Diabetes-Med) | Ex-Dividend | Mar 10 | $1.04 |
CVX (WarrenBuffet-CF) | Pay Day | Mar 10 | $1.71 |
 FIS (Rachelle1dog) | Ex-Dividend | Mar 11 | $0.40 |
GEN (Rachelle1dog) | Pay Day | Mar 12 | $0.12 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Rachelle1dog) | Pay Day | Mar 13 | $0.83 |
TMUS (WarrenBuffet-CF) | Pay Day | Mar 13 | $0.88 |
 WMB (Rachelle1dog) | Ex-Dividend | Mar 14 | $0.50 |
 MRK (Rachelle1dog) | Ex-Dividend | Mar 17 | $0.81 |
STAG (Rachelle1dog) | Pay Day | Mar 17 | $0.12 |
MRK (Diabetes-Med) | Ex-Dividend | Mar 17 | $0.81 |
APH | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
CI (Rachelle1dog) | Pay Day | Mar 20 | $1.51 |
SHEL (Rachelle1dog) | Pay Day | Mar 24 | $0.72 |
BLK (Rachelle1dog) | Pay Day | Mar 24 | $5.21 |
SHEL.L (Rachelle1dog) | Pay Day | Mar 24 | $0.36 |
FIS (Rachelle1dog) | Pay Day | Mar 25 | $0.40 |
 TTE (Rachelle1dog) | Ex-Dividend | Mar 25 | $0.83 |
 TTE.PA (Rachelle1dog) | Ex-Dividend | Mar 26 | $0.86 |
LMT (Rachelle1dog) | Pay Day | Mar 28 | $3.30 |
BAC (WarrenBuffet-CF) | Pay Day | Mar 28 | $0.26 |
WMB (Rachelle1dog) | Pay Day | Mar 31 | $0.50 |
BDX (Diabetes-Med) | Pay Day | Mar 31 | $1.04 |
TTE.PA (Rachelle1dog) | Pay Day | Apr 1 | $0.86 |
MRK (Rachelle1dog) | Pay Day | Apr 7 | $0.81 |
MRK (Diabetes-Med) | Pay Day | Apr 7 | $0.81 |
APH | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
TTE (Rachelle1dog) | Pay Day | Apr 16 | $0.83 |
 DIS (Rachelle1dog) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Rachelle1dog) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.7/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
10.45
10.45
-2
0
2
11
11
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.64
0.64
0
1
2
3
3
Jensen's Alpha
10.45
10.45
-2
0
2
11
11
Omega Ratio
1.19
1.19
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.18
0.18
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.25% | Jan 2018 | Aug 2020 | 31 |
-52.15% | Dec 2021 | - | 38 |
-16.57% | Sep 2020 | Nov 2020 | 2 |
-12.8% | Feb 2021 | Aug 2021 | 6 |