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-0.04%
Today
-0.04%
This Month
+1.63%
Year To Date
+25.95%
2 Years
+53.35%
5 Years
+7.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash47.79%
- 👥 Copy Trading29.86%
- 📊 ETFs8.91%
- 💰 Finance4.93%
- 🧬 Health Technology1.36%
- 🖥️ Technology Services1.31%
- ⛏️ Energy Minerals1.09%
- 💼 Commercial Services0.59%
- 💻 Electronic Technology0.53%
- 📡 Communications0.52%
- 💇♀️ Consumer Services0.44%
- 🍞 Consumer Non Durables0.37%
- 🛍️ Retail Trade0.26%
- 🧩 Miscellaneous0.23%
- 🧪 Process Industries0.22%
- 🪙 Cryptocurrencies0.07%
- ⚡ Utilities0.06%
- 🚚 Transportation0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE24.59%
- 🇺🇸 NYSE6.19%
- 🇩🇪 Xetra ETFs5.61%
- 🇺🇸 Nasdaq3.72%
- 🌍 Digital Currency1.47%
- 🇨🇭 SIX1.04%
- 🇸🇪 Stockholm Stock Exchange0.84%
- 🇭🇰 Hong Kong Exchanges0.83%
- 🇩🇪 FRA0.6%
- 🇮🇹 Borsa Italiana0.55%
- 🇳🇱 Euronext Amsterdam0.54%
- 🇪🇸 Bolsa De Madrid0.4%
- 🇺🇸 Chicago Board Options Exchange0.3%
- 🇫🇷 Euronext Paris0.24%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States7.69%
- 🇬🇧 United Kingdom2.4%
- 🇨🇭 Switzerland1.05%
- 🇨🇳 China0.96%
- 🇳🇱 Netherlands0.62%
- 🇮🇹 Italy0.55%
- 🇸🇪 Sweden0.49%
- 🇦🇹 Austria0.48%
- 🇮🇱 Israel0.46%
- 🇪🇸 Spain0.4%
- 🇧🇷 Brazil0.33%
- 🇫🇷 France0.24%
- 🇨🇴 Colombia0.22%
- 🇩🇪 Germany0.12%
- 🇭🇰 Hong Kong0.11%
- 🇧🇲 Bermuda0.1%
- 🇮🇪 Ireland0.06%
- 🇨🇦 Canada0.06%
- 🇯🇵 Japan0.05%
- 🇸🇬 Singapore0.04%
- 🇺🇾 Uruguay0.04%
- 🇦🇷 Argentina0.03%
- 🇹🇼 Taiwan0.01%
- 🇩🇰 Denmark0.01%
- 🇮🇳 India0.01%
- 🇰🇷 South Korea0.01%
Dividends
Dividend Yield
10.39%
57 out of 90 instruments pay dividend.
35 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SIMO | 9.64% | 9112.79% | $1.49 |
 PBR | 0.06% | 18.77% | $1.73 |
 SHB-A.ST | 0.05% | 10.58% | $13 |
 TWO | 0.04% | 14.12% | $1.8 |
 EC | 0.04% | 16.93% | $1.62 |
 INGA.NV | 0.04% | 6.89% | $1.11 |
 SREN.ZU | 0.03% | 4.47% | $6.22 |
 FANG | 0.03% | 5.04% | $9.26 |
 ISP.MI | 0.03% | 7.68% | $0.3 |
 VOD | 0.02% | 8.15% | $0.94 |
 DividendGrowth | 0.02% | 2.53% | - |
 EBO.DE | 0.02% | 4.55% | - |
 BBVA.MC | 0.02% | 5.13% | $0.45 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 GSK.L | 0.02% | 4.35% | $0.59 |
 ABBV | 0.02% | 3.42% | $6.06 |
 1288.HK | 0.02% | 5.91% | $0.25 |
 PFE | 0.02% | 6.37% | $1.66 |
 PLUS.L | 0.02% | 5.34% | $1.33 |
 VGWD.DE | 0.01% | 2.46% | - |
 SPY5.L | 0.01% | 1.04% | - |
 BAMI.MI | 0.01% | 8% | $0.56 |
 VICI | 0.01% | 5.69% | $1.66 |
 DroneTech | 0.01% | 0.99% | - |
 SGRO.L | 0.01% | 3.95% | $0.28 |
 T | 0.01% | 4.68% | $1.11 |
 BNP.PA | 0.01% | 7.02% | $4.6 |
 ITWN.L | 0.01% | 2.57% | - |
 NESN.ZU | 0.01% | 3.86% | $3 |
 StanleyDruck13F | 0.01% | 0.98% | - |
 0939.HK | 0.01% | 6.84% | $0.43 |
 MRK | 0.01% | 3.2% | $3.04 |
 SMG | 0.01% | 3.72% | $2.64 |
 CVS | 0.01% | 4.71% | $2.54 |
 HSP.L | 0.01% | 5.72% | - |
 TheBigBanks | 0.01% | 3.97% | - |
 CS.ST | 0.01% | 1.87% | $0.88 |
 LSEG.L | 0.01% | 1% | $1.15 |
 UDVD.L | 0.01% | 1.89% | - |
 Core-Stability | 0.01% | 1.42% | - |
 PETS.L | 0.01% | 5.77% | $0.13 |
 ValueGurus | 0.01% | 0.51% | - |
 SCHX | 0% | 1.33% | - |
 IAEX.L | 0% | 1.17% | - |
 06886.HK | 0% | 3.03% | $0.43 |
 VGVE.DE | 0% | 1.32% | - |
 SPGI | 0% | 0.71% | $3.62 |
 FGEQ.DE | 0% | 2.37% | - |
 Core-Dynamic | 0% | 0.29% | - |
 The-Chameleon | 0% | 0.2% | - |
 InTheGame | 0% | 0.43% | - |
 Core-Equity | 0% | 0.08% | - |
 ShoppingCart | 0% | 0.38% | - |
 ASML | 0% | 0.77% | $5.57 |
 VST | 0% | 0.52% | $0.85 |
 EZJ.L | 0% | 0.88% | $0.05 |
 ADS.DE | 0% | 0.28% | $0.7 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
CVS | Pay Day | Feb 3 | $0.66 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 C (StanleyDruck13F) | Ex-Dividend | Feb 3 | $0.56 |
 FCX (StanleyDruck13F) | Pay Day | Feb 3 | $0.15 |
 KMI (StanleyDruck13F) | Ex-Dividend | Feb 3 | $0.29 |
C (TheBigBanks) | Ex-Dividend | Feb 3 | $0.56 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 PNC (TheBigBanks) | Pay Day | Feb 5 | $1.60 |
VOD | Pay Day | Feb 7 | $0.24 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
GD (DroneTech) | Pay Day | Feb 7 | $1.42 |
 PH (DroneTech) | Ex-Dividend | Feb 7 | $1.63 |
 HWM (DroneTech) | Ex-Dividend | Feb 7 | $0.10 |
 HXL (DroneTech) | Ex-Dividend | Feb 7 | $0.17 |
 MA (ValueGurus) | Pay Day | Feb 7 | $0.76 |
 NVT (StanleyDruck13F) | Pay Day | Feb 7 | $0.20 |
 WFC (TheBigBanks) | Ex-Dividend | Feb 7 | $0.40 |
 X (StanleyDruck13F) | Ex-Dividend | Feb 10 | $0.05 |
 AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
TXN (DroneTech) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
ABBV | Pay Day | Feb 14 | $1.64 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
HXL (DroneTech) | Pay Day | Feb 14 | $0.17 |
 SBUX (StanleyDruck13F) | Ex-Dividend | Feb 14 | $0.61 |
 TFC (StanleyDruck13F) | Ex-Dividend | Feb 14 | $0.52 |
 CFG (StanleyDruck13F) | Pay Day | Feb 14 | $0.42 |
TFC (TheBigBanks) | Ex-Dividend | Feb 14 | $0.52 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
KMI (StanleyDruck13F) | Pay Day | Feb 18 | $0.29 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (DroneTech) | Pay Day | Feb 20 | $1.41 |
MSFT (StanleyDruck13F) | Ex-Dividend | Feb 20 | $0.83 |
 DFS (StanleyDruck13F) | Ex-Dividend | Feb 20 | $0.70 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
SMG | Ex-Dividend | Feb 21 | $0.66 |
 RTX (DroneTech) | Ex-Dividend | Feb 21 | $0.63 |
 RY (TheBigBanks) | Pay Day | Feb 24 | $1.05 |
HWM (DroneTech) | Pay Day | Feb 25 | $0.10 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
 BMO (TheBigBanks) | Pay Day | Feb 26 | $1.13 |
SIMO | Pay Day | Feb 27 | $0.50 |
 IBKR (ValueGurus) | Ex-Dividend | Feb 28 | $0.25 |
C (StanleyDruck13F) | Pay Day | Feb 28 | $0.56 |
SBUX (StanleyDruck13F) | Pay Day | Feb 28 | $0.61 |
 FCNCA (StanleyDruck13F) | Ex-Dividend | Feb 28 | $1.95 |
C (TheBigBanks) | Pay Day | Feb 28 | $0.56 |
 GS (TheBigBanks) | Ex-Dividend | Feb 28 | $3.00 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
WFC (TheBigBanks) | Pay Day | Mar 1 | $0.40 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
LMT (DroneTech) | Ex-Dividend | Mar 3 | $3.30 |
TFC (StanleyDruck13F) | Pay Day | Mar 3 | $0.52 |
TFC (TheBigBanks) | Pay Day | Mar 3 | $0.52 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 KEY (StanleyDruck13F) | Ex-Dividend | Mar 4 | $0.20 |
DFS (StanleyDruck13F) | Pay Day | Mar 6 | $0.70 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
SMG | Pay Day | Mar 7 | $0.66 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
PH (DroneTech) | Pay Day | Mar 7 | $1.63 |
 BAC (TheBigBanks) | Ex-Dividend | Mar 7 | $0.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
 ELV (ValueGurus) | Ex-Dividend | Mar 10 | $1.71 |
SPGI | Pay Day | Mar 12 | $0.96 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
X (StanleyDruck13F) | Pay Day | Mar 12 | $0.05 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (StanleyDruck13F) | Pay Day | Mar 13 | $0.83 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
IBKR (ValueGurus) | Pay Day | Mar 14 | $0.25 |
KEY (StanleyDruck13F) | Pay Day | Mar 14 | $0.20 |
 FHN (StanleyDruck13F) | Ex-Dividend | Mar 14 | $0.15 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
FCNCA (StanleyDruck13F) | Pay Day | Mar 17 | $1.95 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Mar 18 | $0.16 |
 TSM (StanleyDruck13F) | Ex-Dividend | Mar 18 | $0.69 |
TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
RTX (DroneTech) | Pay Day | Mar 20 | $0.63 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
ELV (ValueGurus) | Pay Day | Mar 25 | $1.71 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
LMT (DroneTech) | Pay Day | Mar 28 | $3.30 |
BAC (TheBigBanks) | Pay Day | Mar 28 | $0.26 |
GS (TheBigBanks) | Pay Day | Mar 28 | $3.00 |
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 |
HBAN (StanleyDruck13F) | Pay Day | Apr 1 | $0.16 |
FHN (StanleyDruck13F) | Pay Day | Apr 1 | $0.15 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM (StanleyDruck13F) | Pay Day | Apr 10 | $0.69 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
 DIS (ValueGurus) | Ex-Dividend | Jun 24 | $0.50 |
DIS (ValueGurus) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.4/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.09
-4.09
-5
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.52
0.52
0
1
2
3
3
Jensen's Alpha
-4.09
-4.09
-5
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.46
-0.46
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.82% | Nov 2021 | - | 39 |
-22.29% | Jan 2020 | Aug 2020 | 7 |
-5.73% | Sep 2020 | Nov 2020 | 2 |
-3.68% | Sep 2021 | Oct 2021 | 1 |
-1.65% | May 2021 | Aug 2021 | 3 |