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-0.05%
Today
-0.05%
This Month
+4.84%
Year To Date
+16.61%
2 Years
-9.81%
5 Years
-2.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.2%
- 💵 Cash8.9%
- 🧬 Health Technology7.99%
- ⛏️ Energy Minerals7.52%
- 🖥️ Technology Services5.9%
- 📊 ETFs4.25%
- 💻 Electronic Technology4.01%
- 🚗 Consumer Durables2.62%
- 🛍️ Retail Trade1.62%
- 🏥 Health Services1.37%
- 🪙 Cryptocurrencies1.12%
- 🚚 Transportation0.99%
- 🧪 Process Industries0.78%
- 🛠️ Producer Manufacturing0.69%
- 💰 Finance0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.12%
- 🇺🇸 NYSE24.51%
- 🇭🇰 Hong Kong Exchanges9.64%
- 🌍 Digital Currency2.07%
- 🇨🇭 SIX0.95%
- 🇩🇪 FRA0.6%
- 🇫🇷 Euronext Paris0.52%
- 🇬🇧 LSE0.45%
- 🇪🇸 Bolsa De Madrid0.45%
- 🇸🇪 Stockholm Stock Exchange0.44%
- 🇺🇸 Chicago Board Options Exchange0.23%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🌍 FX0.14%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇫🇮 Helsinki Stock Exchange0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.34%
- 🇨🇳 China12.81%
- 🇸🇬 Singapore1.92%
- 🇹🇼 Taiwan1.31%
- 🇨🇭 Switzerland1.23%
- 🇯🇵 Japan1.11%
- 🇬🇷 Greece0.99%
- 🇨🇦 Canada0.9%
- 🇮🇱 Israel0.75%
- 🇳🇱 Netherlands0.65%
- 🇩🇪 Germany0.6%
- 🇫🇷 France0.52%
- 🇪🇸 Spain0.45%
- 🇸🇪 Sweden0.44%
- 🇰🇷 South Korea0.25%
- 🇭🇰 Hong Kong0.23%
- 🇩🇰 Denmark0.17%
- 🇬🇧 United Kingdom0.13%
- 🇳🇴 Norway0.12%
- 🇧🇲 Bermuda0.07%
- 🇱🇺 Luxembourg0.07%
- 🇫🇮 Finland0.05%
- 🇧🇷 Brazil0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.69%
12 out of 40 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $SHIP (8.08%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PR | 0.16% | 2.18% | $0.21 |
 JeppeKirkBonde | 0.12% | 1.24% | - |
 1585.HK | 0.1% | 3.76% | $0.48 |
 InTheGame | 0.09% | 0.43% | - |
 Driverless | 0.09% | 0.93% | - |
 SHIP | 0.08% | 8.08% | $0.1 |
 TMO | 0.02% | 0.26% | $1.48 |
 LiamDavies | 0.02% | 0.47% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 PHIN | 0% | 1.97% | $1 |
 ACLN.ZU | 0% | 1.85% | $0.85 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 ST (Driverless) | Ex-Dividend | Feb 12 | $0.12 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 SIE.DE (Driverless) | Ex-Dividend | Feb 14 | $5.45 |
SIE.DE (Driverless) | Pay Day | Feb 18 | $5.45 |
 MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
ST (Driverless) | Pay Day | Feb 26 | $0.12 |
 GAW.L (LiamDavies) | Pay Day | Feb 28 | $1.89 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (Driverless) | Ex-Dividend | Mar 6 | $0.85 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
 GM (Driverless) | Ex-Dividend | Mar 7 | $0.12 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
GM (Driverless) | Pay Day | Mar 20 | $0.12 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
QCOM (Driverless) | Pay Day | Mar 27 | $0.85 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
Performance Metrics
Score 2.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-13.59
-13.59
-14
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.35
-0.35
-1
0.75
1.25
2
2
Information Ratio
-1.23
-1.23
-2
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.26
-0.26
-1
1
2
3
3
Jensen's Alpha
-13.59
-13.59
-14
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.35
-0.35
-1
0.75
1.25
2
2
Information Ratio
-1.23
-1.23
-2
0.3
0.6
1
1
Calmar Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.84% | Nov 2021 | - | 39 |
-6.79% | Jul 2021 | Oct 2021 | 3 |
-2.88% | Apr 2021 | Jun 2021 | 2 |