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-0.1%
Today
-0.1%
This Month
+6.17%
Year To Date
+36.41%
2 Years
+19.5%
5 Years
-0.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.93%
- 🖥️ Technology Services25.6%
- 💻 Electronic Technology7.64%
- 🛍️ Retail Trade6.46%
- 🚗 Consumer Durables3.62%
- 💵 Cash3.58%
- 🍞 Consumer Non Durables2.31%
- 📊 ETFs2.04%
- 💇♀️ Consumer Services1.82%
- 🚚 Transportation1.74%
- 💼 Commercial Services1.39%
- 🛠️ Producer Manufacturing1.27%
- 🪙 Cryptocurrencies1.04%
- 💰 Finance0.83%
- 🧬 Health Technology0.69%
- 🧪 Process Industries0.67%
- 📡 Communications0.4%
- 🏭 Industrial Services0.31%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.21%
- 🇺🇸 NYSE26.02%
- 🇩🇪 Xetra ETFs13.03%
- 🇬🇧 LSE5.46%
- 🇭🇰 Hong Kong Exchanges4.68%
- 🇫🇷 Euronext Paris1.99%
- 🇩🇪 FRA1.89%
- 🇸🇪 Stockholm Stock Exchange1.08%
- 🌍 Digital Currency1.04%
- 🇳🇱 Euronext Amsterdam1.02%
- 🇨🇭 SIX0.18%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🌍 Commodity0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.42%
- 🇨🇳 China9.17%
- 🇩🇪 Germany2.84%
- 🇱🇺 Luxembourg2.49%
- 🇬🇧 United Kingdom2.23%
- 🇮🇱 Israel2.12%
- 🇫🇷 France1.99%
- 🇸🇪 Sweden1.16%
- 🇳🇱 Netherlands1.02%
- 🇰🇾 Cayman Islands0.96%
- 🇨🇭 Switzerland0.77%
- 🇬🇷 Greece0.57%
- 🇧🇲 Bermuda0.49%
- 🇮🇪 Ireland0.29%
- 🇹🇼 Taiwan0.24%
- 🇳🇴 Norway0.18%
- 🇭🇰 Hong Kong0.17%
- 🇨🇦 Canada0.09%
Dividends
Dividend Yield
0.79%
36 out of 88 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 InsuranceWorld | 0.14% | 2.25% | - |
 VOW3.DE | 0.1% | 9.21% | $9.06 |
 Core-Income | 0.08% | 1.62% | - |
 SHIP | 0.05% | 8.08% | $0.1 |
 BTI | 0.04% | 7.45% | $2.92 |
 Core-Dynamic | 0.04% | 0.29% | - |
 1398.HK | 0.03% | 6.12% | $0.33 |
 INTC | 0.03% | 2.57% | $0.5 |
 TLT | 0.03% | 1.42% | - |
 VZ | 0.03% | 6.82% | $2.66 |
 0968.HK | 0.02% | 7.89% | $0.23 |
 1186.HK | 0.02% | 7.19% | $0.35 |
 BABA | 0.02% | 0.99% | $0.98 |
 thomaspj | 0.02% | 0.47% | - |
 VOLV-A.ST | 0.02% | 2.59% | $7.5 |
 AI-Revolution | 0.01% | 0.22% | - |
 RI.PA | 0.01% | 4.26% | $4.7 |
 ERIC-A.ST | 0.01% | 3.31% | $2.7 |
 DIS | 0.01% | 0.88% | $0.75 |
 AI.PA | 0.01% | 1.73% | $2.91 |
 NKE | 0.01% | 1.96% | $1.45 |
 F | 0.01% | 7.74% | $0.78 |
 ASML.NV | 0.01% | 0.89% | $6.1 |
 AAPL | 0.01% | 0.53% | $0.97 |
 GOOG | 0.01% | 0.29% | $0.2 |
 2333.HK | 0.01% | 2.63% | $0.33 |
 EZJ.L | 0% | 0.88% | $0.05 |
 MC.PA | 0% | 1.85% | $13 |
 PARA | 0% | 1.84% | $0.2 |
 9988.HK | 0% | 1.11% | $0.98 |
 EA | 0% | 0.62% | $0.76 |
 ADS.DE | 0% | 0.28% | $0.7 |
 GOOGL | 0% | 0.29% | $0.2 |
 XLRE | 0% | 1.84% | - |
 META | 0% | 0.29% | $1 |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
 AIZ (InsuranceWorld) | Ex-Dividend | Feb 3 | $0.80 |
 AON (InsuranceWorld) | Ex-Dividend | Feb 3 | $0.68 |
 MET (InsuranceWorld) | Ex-Dividend | Feb 4 | $0.55 |
 BRO (InsuranceWorld) | Ex-Dividend | Feb 5 | $0.15 |
BTI | Pay Day | Feb 6 | $0.74 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
BRO (InsuranceWorld) | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
 MMC (InsuranceWorld) | Pay Day | Feb 14 | $0.82 |
 UNM (InsuranceWorld) | Pay Day | Feb 14 | $0.42 |
AON (InsuranceWorld) | Pay Day | Feb 14 | $0.68 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
 AFL (InsuranceWorld) | Ex-Dividend | Feb 19 | $0.58 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
AFL (InsuranceWorld) | Pay Day | Mar 3 | $0.58 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
 CI (InsuranceWorld) | Ex-Dividend | Mar 5 | $1.51 |
 AJG (InsuranceWorld) | Ex-Dividend | Mar 7 | $0.65 |
 TRV (InsuranceWorld) | Ex-Dividend | Mar 10 | $1.05 |
 ELV (InsuranceWorld) | Ex-Dividend | Mar 10 | $1.71 |
MET (InsuranceWorld) | Pay Day | Mar 11 | $0.55 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
CI (InsuranceWorld) | Pay Day | Mar 20 | $1.51 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
AJG (InsuranceWorld) | Pay Day | Mar 21 | $0.65 |
ELV (InsuranceWorld) | Pay Day | Mar 25 | $1.71 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
TRV (InsuranceWorld) | Pay Day | Mar 31 | $1.05 |
AIZ (InsuranceWorld) | Pay Day | Mar 31 | $0.80 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-11.58
-11.58
-12
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.07
0.07
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-11.58
-11.58
-12
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-55.17% | Jul 2021 | - | 43 |
-34.06% | Dec 2019 | Jan 2021 | 13 |
-8.64% | Feb 2021 | Jun 2021 | 4 |
-1.44% | Sep 2019 | Oct 2019 | 1 |