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-0.34%
Today
-0.34%
This Month
-0.15%
Year To Date
+4.63%
2 Years
-21.01%
5 Years
-6.67%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading21.66%
- 🖥️ Technology Services17.12%
- 💇♀️ Consumer Services13.38%
- 🛠️ Producer Manufacturing10.57%
- 💻 Electronic Technology10.15%
- 🧬 Health Technology8.62%
- 🪙 Cryptocurrencies7.46%
- 🚚 Transportation5.28%
- 🏥 Health Services4.09%
- 📦 Distribution Services1.68%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.49%
- 🇺🇸 NYSE27%
- 🇳🇱 Euronext Amsterdam13.54%
- 🌍 Digital Currency9.43%
- 🇭🇰 Hong Kong Exchanges6.08%
- 🇬🇧 LSE2.29%
- 🇮🇹 Borsa Italiana0.39%
- 🇪🇸 Bolsa De Madrid0.21%
- 🇫🇷 Euronext Paris0.19%
- 🇳🇴 Oslo Stock Exchange0.15%
- 🇧🇪 Euronext Brussels0.12%
- 🇩🇪 FRA0.08%
- 🇵🇹 Euronext Lisbon0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.47%
- 🇳🇱 Netherlands13.54%
- 🇨🇳 China5.97%
- 🇬🇷 Greece5.28%
- 🇬🇧 United Kingdom2.29%
- 🇮🇹 Italy0.39%
- 🇫🇷 France0.19%
- 🇳🇴 Norway0.15%
- 🇪🇸 Spain0.13%
- 🇧🇪 Belgium0.12%
- 🇭🇰 Hong Kong0.11%
- 🇱🇺 Luxembourg0.08%
- 🇩🇪 Germany0.08%
- 🇫🇮 Finland0.07%
- 🇨🇦 Canada0.07%
- 🇸🇬 Singapore0.06%
- 🇦🇷 Argentina0.05%
- 🇵🇹 Portugal0.01%
Dividends
Dividend Yield
0.74%
8 out of 22 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $SHIP (8.08%)
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 |
 TRGP (Couguar) | Pay Day | Feb 14 | $0.75 |
 ENB (Couguar) | Ex-Dividend | Feb 14 | $0.67 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
ENB (Couguar) | Pay Day | Mar 1 | $0.67 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
 APH | Ex-Dividend | Mar 18 | $0.16 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
APH | Pay Day | Apr 9 | $0.16 |
Performance Metrics
Score 2.2/10
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-14.03
-14.03
-15
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.92
-0.92
-1
0.75
1.25
2
2
Information Ratio
-1.06
-1.06
-2
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Beta
0.78
0.78
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-14.03
-14.03
-15
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-0.92
-0.92
-1
0.75
1.25
2
2
Information Ratio
-1.06
-1.06
-2
0.3
0.6
1
1
Calmar Ratio
-0.19
-0.19
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.05% | Nov 2021 | - | 39 |