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-0.93%
Today
-0.93%
This Month
+2.89%
Year To Date
+16.53%
2 Years
-10.25%
5 Years
-3.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs60.66%
- 👥 Copy Trading49.09%
- 💵 Cash0.76%
- 🪙 Cryptocurrencies0.73%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.51%
- 🇺🇸 Nasdaq31.94%
- 🇬🇧 LSE17.05%
- 🌍 Digital Currency12.72%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.98%
- 🇳🇱 Netherlands2.31%
- 🇨🇦 Canada2.07%
- 🇹🇼 Taiwan1.43%
Dividends
Dividend Yield
1.31%
8 out of 12 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (6.42%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (bluewr) | Pay Day | Feb 3 | $0.15 |
 AAPL (bluewr) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (bluewr) | Pay Day | Feb 13 | $0.25 |
 PG (bluewr) | Pay Day | Feb 18 | $1.01 |
 MSFT (bluewr) | Ex-Dividend | Feb 20 | $0.83 |
 QCOM (bluewr) | Ex-Dividend | Mar 6 | $0.85 |
MSFT (bluewr) | Pay Day | Mar 13 | $0.83 |
 TSM (bluewr) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (bluewr) | Pay Day | Mar 27 | $0.85 |
TSM (bluewr) | Pay Day | Apr 10 | $0.69 |
 DIS (bluewr) | Ex-Dividend | Jun 24 | $0.50 |
DIS (bluewr) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.53
-0.53
-1
1
2
3
3
Jensen's Alpha
-10.34
-10.34
-11
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.62
0.62
0
0.8
1.2
0
2
Sharpe Ratio
-0.42
-0.42
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.53
-0.53
-1
1
2
3
3
Jensen's Alpha
-10.34
-10.34
-11
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.76
-0.76
-1
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-29.44% | Nov 2021 | - | 39 |