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Kainite
šŸ‡®šŸ‡Ŗ Income Stock Investor.
4 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

+0.06%
Today
-1.2%
This Month
+1.95%
Year To Date
+28.05%
2 Years
+42.74%
5 Years
+8.23%
Annualized
  • Kainite
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • šŸ’µ Cash
    57.2%
  • šŸ’° Finance
    14.34%
  • šŸ“Š ETFs
    13.37%
  • šŸ“” Communications
    2.39%
  • šŸ›ļø Retail Trade
    2.21%
  • šŸ’‡ā€ā™€ļø Consumer Services
    1.47%
  • šŸ§¬ Health Technology
    1.3%
  • šŸ’» Electronic Technology
    1.02%
  • ā“ Other
    0.91%
  • šŸšš Transportation
    0.73%
  • šŸŖ™ Cryptocurrencies
    0.7%

Exchanges Breakdown

  • Exchange
  • Total
  • šŸ‡ŗšŸ‡ø NYSE
    21.25%
  • šŸ‡ŗšŸ‡ø Nasdaq
    13.22%
  • šŸ‡¬šŸ‡§ LSE
    1.76%
  • šŸ‡­šŸ‡° Hong Kong Exchanges
    1.51%
  • šŸŒ Digital Currency
    0.7%

Countries Breakdown

  • Country
  • Total
  • šŸ‡ŗšŸ‡ø United States
    19.45%
  • šŸ‡¬šŸ‡§ United Kingdom
    1.76%
  • šŸ‡ØšŸ‡³ China
    1.51%
  • šŸ‡¬šŸ‡· Greece
    0.73%

Dividends

Dividend Yield

2.54%

28 out of 30 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $PSEC (16.55%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
AGNC
AGNC
0.21%
14.08%
$1.44
QYLD
QYLD
0.18%
12.68%
-
PSEC
PSEC
0.17%
16.55%
$0.72
SDIV
SDIV
0.16%
10.96%
-
ARR
ARR
0.15%
15.17%
$3.84
LGEN.L
LGEN.L
0.15%
8.4%
$0.2
MAIN
MAIN
0.14%
5.25%
$2.85
HRZN
HRZN
0.13%
14.09%
-
EPR
EPR
0.13%
6.51%
$3.34
DIV
DIV
0.11%
5.4%
-
SBLK
SBLK
0.1%
13.59%
$1.82
MPW
MPW
0.1%
6.64%
$0.6
T
T
0.1%
4.07%
$1.11
JNK
JNK
0.08%
6.54%
-
PFE
PFE
0.08%
6.34%
$1.66
LTC.US
LTC.US
0.08%
6.31%
$2.28
EFC
EFC
0.07%
11.76%
$1.72
WBA
WBA
0.06%
8.87%
$1.46
PFF
PFF
0.06%
6.25%
-
HYG
HYG
0.06%
5.88%
-
O
O
0.05%
5.36%
$3.09
PGX
PGX
0.05%
5.89%
-
TQQQ
TQQQ
0.04%
1.34%
-
INTC
INTC
0.03%
2.51%
$0.5
MCHI
MCHI
0.02%
2.02%
-
9988.HK
9988.HK
0.01%
0.73%
$0.98
DIS
DIS
0.01%
0.97%
$0.75
SPXL
SPXL
0%
0.73%
-

Next Dividends

Instrument
Type
Date
Pay Per Share
O
O
Pay Day
Mar 14
$0.27
ARR
ARR
Ex-Dividend
Mar 17
$0.24
HRZN
HRZN
Ex-Dividend
Mar 17
$0.11
SBLK
SBLK
Pay Day
Mar 18
$0.09
MAIN
MAIN
Ex-Dividend
Mar 20
$0.30
MAIN
MAIN
Pay Day
Mar 27
$0.30
PSEC
PSEC
Ex-Dividend
Mar 27
$0.04
ARR
ARR
Pay Day
Mar 27
$0.24
EPR
EPR
Ex-Dividend
Mar 31
$0.30
EFC
EFC
Ex-Dividend
Mar 31
$0.13
MPW
MPW
Pay Day
Apr 10
$0.08
EPR
EPR
Pay Day
Apr 15
$0.30
HRZN
HRZN
Pay Day
Apr 15
$0.11
PSEC
PSEC
Pay Day
Apr 17
$0.04
EFC
EFC
Pay Day
Apr 25
$0.13
HYG
HYG
Pay Day
May 7
$-
JNK
JNK
Pay Day
May 7
$-
MCHI
MCHI
Pay Day
Jun 17
$0.19
DIS
DIS
Ex-Dividend
Jun 24
$0.50
SPXL
SPXL
Pay Day
Jul 2
$0.34
TQQQ
TQQQ
Pay Day
Jul 3
$0.28
DIS
DIS
Pay Day
Jul 23
$0.50

Performance Metrics

Score 3.5/10

Beta

0.87
0.87
0
0.8
1.2
0
2

Sharpe Ratio

0.41
0.41
0
0.5
1
1.5
1.5

Sortino Ratio

0.64
0.64
0
1
2
3
3

Jensen's Alpha

-3.53
-3.53
-4
0
2
4.5
4.5

Omega Ratio

0.6
0.6
0
1
1.5
2.5
2.5

Treynor Ratio

0.63
0.63
0
0.75
1.25
2
2

Information Ratio

-0.7
-0.7
-1
0.3
0.6
1
1

Calmar Ratio

0.32
0.32
0
0.3
0.6
1
1

Drawdowns

  • Kainite
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-25.97%
Nov 2021Mar 202428
-4.25%
Sep 2020Nov 20202
-3.06%
Sep 2021Oct 20211
-2.31%
Apr 2024May 20241
-1.49%
Jul 2021Aug 20211
-1.35%
Oct 2024Nov 20241
-1.26%
Mar 2025-1
-1.12%
Dec 2024Jan 20251
-0.65%
Jun 2024Jul 20241
-0.47%
Jan 2021Feb 20211
-0.02%
Aug 2024Sep 20241

Monthly Performance