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0%
Today
0%
This Month
+5.48%
Year To Date
+39.86%
2 Years
+43.77%
5 Years
+4.95%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🛍️ Retail Trade20.05%
- 🖥️ Technology Services19.33%
- 👥 Copy Trading16.55%
- 💻 Electronic Technology13.49%
- 💼 Commercial Services10.49%
- 🛠️ Producer Manufacturing7.35%
- 💰 Finance4.57%
- 💇♀️ Consumer Services3.72%
- 💵 Cash2.43%
- 🧬 Health Technology1.98%
- 🪨 Non Energy Minerals0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq53.43%
- 🇺🇸 NYSE32.4%
- 🇳🇱 Euronext Amsterdam5.85%
- 🇩🇪 FRA1.99%
- 🇬🇧 LSE1.93%
- 🇭🇰 Hong Kong Exchanges1.47%
- 🇫🇷 Euronext Paris0.38%
- 🇩🇰 Copenhagen Stock Exchange0.26%
- 🌍 Digital Currency0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States71.9%
- 🇳🇱 Netherlands5.95%
- 🇰🇾 Cayman Islands4.71%
- 🇸🇬 Singapore3.29%
- 🇺🇾 Uruguay3.21%
- 🇩🇪 Germany2.12%
- 🇬🇧 United Kingdom1.93%
- 🇨🇳 China1.91%
- 🇨🇦 Canada0.89%
- 🇫🇷 France0.38%
- 🇩🇰 Denmark0.26%
- 🇮🇱 Israel0.17%
- 🇮🇪 Ireland0.14%
- 🇧🇷 Brazil0.09%
- 🇨🇭 Switzerland0.07%
Dividends
Dividend Yield
0.29%
17 out of 32 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: Aganowak91 (1.1%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Aganowak91 | 0.06% | 1.1% | - |
 KLAC | 0.03% | 0.79% | $5.65 |
 ASM.NV | 0.03% | 0.48% | $2.75 |
 MSFT | 0.03% | 0.76% | $3 |
 Social-Investor | 0.02% | 0.37% | - |
 COST | 0.02% | 0.47% | $19.22 |
 MCO | 0.02% | 0.68% | $3.24 |
 WMT | 0.01% | 0.85% | $0.81 |
 MA | 0.01% | 0.49% | $2.46 |
 Onegirl | 0.01% | 0.25% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 CTAS | 0.01% | 0.75% | $5.4 |
 TW | 0.01% | 0.32% | $0.38 |
 FTK.DE | 0% | 0.24% | $0.04 |
 02382.HK | 0% | 0.32% | $0.22 |
 CCJ | 0% | 0.24% | $0.09 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
COST (Aganowak91) | Ex-Dividend | Feb 7 | $1.16 |
 AAPL (Social-Investor) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (Onegirl) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (Aganowak91) | Ex-Dividend | Feb 10 | $0.25 |
 DE (Aganowak91) | Pay Day | Feb 10 | $1.62 |
 ASML.NV (Aganowak91) | Ex-Dividend | Feb 10 | $1.58 |
 V (Aganowak91) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (Social-Investor) | Pay Day | Feb 13 | $0.25 |
AAPL (Onegirl) | Pay Day | Feb 13 | $0.25 |
AAPL (Aganowak91) | Pay Day | Feb 13 | $0.25 |
CTAS | Ex-Dividend | Feb 14 | $0.39 |
 LLY (Aganowak91) | Ex-Dividend | Feb 14 | $1.50 |
ASML.NV (Aganowak91) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Social-Investor) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Onegirl) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Aganowak91) | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
COST (Aganowak91) | Pay Day | Feb 21 | $1.16 |
V (Aganowak91) | Pay Day | Mar 3 | $0.59 |
LLY (Aganowak91) | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Social-Investor) | Pay Day | Mar 13 | $0.83 |
MSFT (Onegirl) | Pay Day | Mar 13 | $0.83 |
MSFT (Aganowak91) | Pay Day | Mar 13 | $0.83 |
CTAS | Pay Day | Mar 14 | $0.39 |
 DIS (Social-Investor) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Social-Investor) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.2/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-4.4
-4.4
-5
0
2
4.5
4.5
Omega Ratio
0.86
0.86
0
1
1.5
2.5
2.5
Treynor Ratio
0.6
0.6
0
0.75
1.25
2
2
Information Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.82% | Feb 2018 | - | 84 |
-29.95% | Jun 2017 | Nov 2017 | 5 |
-6.01% | Feb 2017 | Apr 2017 | 2 |
-2.11% | Nov 2016 | Jan 2017 | 2 |