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0%
Today
0%
This Month
+3.44%
Year To Date
+37.77%
2 Years
+2.91%
5 Years
+0.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs72.63%
- 💵 Cash7.93%
- 👥 Copy Trading4.41%
- 🚚 Transportation4.38%
- 💻 Electronic Technology3.5%
- 💰 Finance2.98%
- ⛏️ Energy Minerals0.95%
- 🚗 Consumer Durables0.92%
- 🖥️ Technology Services0.89%
- ❓ Other0.69%
- 📡 Communications0.61%
- 🧬 Health Technology0.43%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.87%
- 🇺🇸 Nasdaq14.37%
- 🇺🇸 Chicago Board Options Exchange6.18%
- 🇳🇴 Oslo Stock Exchange1.9%
- 🇩🇪 Xetra ETFs1.61%
- 🇮🇹 Borsa Italiana1.55%
- 🇩🇰 Copenhagen Stock Exchange0.43%
- 🇩🇪 FRA0.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States10.93%
- 🇸🇬 Singapore1.9%
- 🇳🇱 Netherlands1.68%
- 🇮🇱 Israel1.18%
- 🇮🇪 Ireland0.89%
- 🇮🇹 Italy0.63%
- 🇬🇷 Greece0.44%
- 🇩🇰 Denmark0.43%
- 🇩🇪 Germany0.43%
- 🇧🇷 Brazil0.32%
- 🇨🇦 Canada0.18%
Dividends
Dividend Yield
2.33%
27 out of 36 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BWLPG.OL | 0.41% | 21.55% | $37.72 |
 VWO | 0.31% | 9.6% | - |
 AGNC | 0.25% | 14.44% | $1.44 |
 ZIM | 0.18% | 22.3% | $0.23 |
 INSW | 0.12% | 14.81% | $5.74 |
 STLAM.MI | 0.11% | 12.01% | $1.55 |
 XLB | 0.1% | 2% | - |
 ABR | 0.1% | 12.85% | $1.72 |
 COMT | 0.09% | 4.74% | - |
 EZU | 0.08% | 1.29% | - |
 EWH | 0.08% | 4.18% | - |
 SBLK | 0.07% | 16.27% | $1.82 |
 BXSL | 0.06% | 9.17% | - |
 EWL | 0.06% | 2.05% | - |
 IWS | 0.05% | 1.74% | - |
 ENI.MI | 0.04% | 7.09% | $0.94 |
 VZ | 0.04% | 6.82% | $2.66 |
 PBR.A | 0.04% | 11.71% | $2.21 |
 QQQ | 0.04% | 0.64% | - |
 WPC | 0.03% | 6.24% | $3.67 |
 MAERSKB.CO | 0.02% | 4.86% | $515 |
 ACN | 0.01% | 1.44% | $4.99 |
 IHI | 0.01% | 0.67% | - |
 CyberSecurity | 0.01% | 0.19% | - |
 HON | 0.01% | 1.95% | $4.27 |
 ASML | 0.01% | 0.77% | $5.57 |
 BAYN.DE | 0% | 0.51% | $0.11 |
Performance Metrics
Score 2.3/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-10
-10
-10
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.04
-0.04
-1
0.75
1.25
2
2
Information Ratio
-0.92
-0.92
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.03
-0.03
-1
1
2
3
3
Jensen's Alpha
-10
-10
-10
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.04
-0.04
-1
0.75
1.25
2
2
Information Ratio
-0.92
-0.92
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.31% | Mar 2021 | Sep 2024 | 42 |
-3.49% | Dec 2024 | - | 2 |
-1.94% | Oct 2024 | Nov 2024 | 1 |
-1.02% | Jan 2021 | Feb 2021 | 1 |