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-0.91%
Today
-0.91%
This Month
-0.5%
Year To Date
+32.81%
2 Years
+32.81%
5 Years
+25.48%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.23%
- 🪙 Cryptocurrencies21.31%
- 📊 ETFs7.17%
- 🖥️ Technology Services3.72%
- 🍞 Consumer Non Durables1.54%
- 🛍️ Retail Trade1.13%
- 🏭 Industrial Services0.81%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.96%
- 🇺🇸 NYSE18.53%
- 🇺🇸 Nasdaq18.42%
- 🇩🇪 Xetra ETFs13.59%
- 🇬🇧 LSE6.19%
- 🇺🇸 Chicago Board Options Exchange3.98%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇩🇰 Copenhagen Stock Exchange0.2%
- 🇮🇹 Borsa Italiana0.16%
- 🇪🇸 Bolsa De Madrid0.05%
- 🇳🇱 Euronext Amsterdam0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.07%
- 🇬🇧 United Kingdom1.62%
- 🇨🇭 Switzerland1.61%
- 🇹🇼 Taiwan0.82%
- 🇨🇳 China0.78%
- 🇸🇬 Singapore0.41%
- 🇯🇵 Japan0.26%
- 🇮🇪 Ireland0.26%
- 🇩🇰 Denmark0.2%
- 🇰🇾 Cayman Islands0.18%
- 🇮🇹 Italy0.16%
- 🇱🇺 Luxembourg0.07%
- 🇪🇸 Spain0.05%
- 🇳🇱 Netherlands0.05%
- 🇦🇺 Australia0.04%
- 🇨🇦 Canada0.04%
Dividends
Dividend Yield
0.42%
12 out of 24 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: Core-Stability (1.42%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Core-Stability | 0.09% | 1.42% | - |
 CPHequities | 0.08% | 0.72% | - |
 Core-Moderate | 0.07% | 0.76% | - |
 VOO | 0.04% | 1.26% | - |
 thomaspj | 0.03% | 0.47% | - |
 InTheGame | 0.03% | 0.43% | - |
 ICVT | 0.02% | 0.64% | - |
 BitcoinWorldWide | 0.02% | 0.76% | - |
 GreenbullInvest | 0.02% | 0.27% | - |
 WM | 0.01% | 1.36% | $2.9 |
 MUSA | 0% | 0.36% | $1.66 |
 Core-Equity | 0% | 0.08% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 AON (BitcoinWorldWide) | Ex-Dividend | Feb 3 | $0.68 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
MA (BitcoinWorldWide) | Pay Day | Feb 7 | $0.76 |
 BK (BitcoinWorldWide) | Pay Day | Feb 7 | $0.47 |
 AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
AXP (BitcoinWorldWide) | Pay Day | Feb 10 | $0.70 |
AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (GreenbullInvest) | Ex-Dividend | Feb 10 | $0.25 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
V (BitcoinWorldWide) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
AAPL (GreenbullInvest) | Pay Day | Feb 13 | $0.25 |
 MMC (BitcoinWorldWide) | Pay Day | Feb 14 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | Feb 14 | $0.68 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (GreenbullInvest) | Ex-Dividend | Feb 20 | $0.83 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
GS (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $0.25 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
V (BitcoinWorldWide) | Pay Day | Mar 3 | $0.59 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
 BLK (BitcoinWorldWide) | Ex-Dividend | Mar 7 | $5.21 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Mar 11 | $0.40 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
MSFT (GreenbullInvest) | Pay Day | Mar 13 | $0.83 |
 NTRS (BitcoinWorldWide) | Ex-Dividend | Mar 14 | $0.75 |
IBKR (BitcoinWorldWide) | Pay Day | Mar 14 | $0.25 |
 TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
TSM (BitcoinWorldWide) | Ex-Dividend | Mar 18 | $0.69 |
TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
BLK (BitcoinWorldWide) | Pay Day | Mar 24 | $5.21 |
FIS (BitcoinWorldWide) | Pay Day | Mar 25 | $0.40 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
GS (BitcoinWorldWide) | Pay Day | Mar 28 | $3.00 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
NTRS (BitcoinWorldWide) | Pay Day | Apr 1 | $0.75 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (BitcoinWorldWide) | Pay Day | Apr 10 | $0.69 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 4.3/10
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
-22.29
-22.29
-23
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
2.57
2.57
0
0.3
0.6
3
3
Beta
2.43
2.43
0
0.8
1.2
0
3
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.76
1.76
0
1
2
3
3
Jensen's Alpha
-22.29
-22.29
-23
0
2
4.5
4.5
Omega Ratio
1.14
1.14
0
1
1.5
2.5
2.5
Treynor Ratio
0.88
0.88
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
2.57
2.57
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.1% | Jun 2024 | Nov 2024 | 5 |
-10.6% | Dec 2024 | - | 2 |
-7.72% | Apr 2024 | May 2024 | 1 |