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-0.96%
Today
-0.96%
This Month
+3.14%
Year To Date
+43.08%
2 Years
+43.08%
5 Years
+28.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.08%
- 📊 ETFs18.33%
- 💵 Cash5.56%
- 🛍️ Retail Trade1.15%
- 🪙 Cryptocurrencies0.76%
- 💻 Electronic Technology0.49%
- 🧪 Process Industries0.4%
- 🚚 Transportation0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE21.72%
- 🌍 Digital Currency17.08%
- 🇺🇸 Nasdaq16.13%
- 🇬🇧 LSE10.79%
- 🇺🇸 Chicago Board Options Exchange1.78%
- 🇸🇪 Stockholm Stock Exchange1.45%
- 🇪🇸 Bolsa De Madrid1.22%
- 🇳🇱 Euronext Amsterdam1.14%
- 🇫🇷 Euronext Paris0.79%
- 🇮🇹 Borsa Italiana0.58%
- 🇩🇪 FRA0.57%
- 🇧🇪 Euronext Brussels0.54%
- 🌍 FX0.48%
- 🇭🇰 Hong Kong Exchanges0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States11.7%
- 🇬🇧 United Kingdom10.44%
- 🇮🇱 Israel2.42%
- 🇧🇷 Brazil2.35%
- 🇨🇴 Colombia1.82%
- 🇮🇪 Ireland1.42%
- 🇪🇸 Spain1.22%
- 🇳🇱 Netherlands1.14%
- 🇸🇪 Sweden0.79%
- 🇫🇷 France0.79%
- 🇫🇮 Finland0.66%
- 🇩🇪 Germany0.61%
- 🇮🇹 Italy0.58%
- 🇧🇪 Belgium0.54%
- 🇨🇳 China0.28%
Dividends
Dividend Yield
1.01%
15 out of 30 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.29%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
 JNJ (LONGPROFIT4U) | Ex-Dividend | Feb 18 | $1.24 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
JNJ (LONGPROFIT4U) | Pay Day | Mar 4 | $1.24 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
Performance Metrics
Score 6.3/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.87
2.87
0
1
2
3
3
Jensen's Alpha
0.57
0.57
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
3.61
3.61
0
0.3
0.6
4
4
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
1.29
1.29
0
0.5
1
2
2
Sortino Ratio
2.87
2.87
0
1
2
3
3
Jensen's Alpha
0.57
0.57
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
1.62
1.62
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
3.61
3.61
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-6.85% | Aug 2023 | Dec 2023 | 4 |
-3.68% | Apr 2024 | May 2024 | 1 |
-2.68% | Dec 2024 | Jan 2025 | 1 |
-1.33% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Jun 2024 | Sep 2024 | 3 |