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-0.03%
Today
-0.03%
This Month
+3.86%
Year To Date
+24.19%
2 Years
+24.19%
5 Years
+16.52%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.18%
- 📊 ETFs20.5%
- 💻 Electronic Technology18.88%
- 🖥️ Technology Services14.01%
- 💵 Cash4.03%
- 🛍️ Retail Trade3.24%
- 🧬 Health Technology1.8%
- 🛠️ Producer Manufacturing1.7%
- 🪙 Cryptocurrencies1.37%
- 💰 Finance1.34%
- 💇♀️ Consumer Services0.82%
- 🏭 Industrial Services0.65%
- 🚗 Consumer Durables0.59%
- 🏥 Health Services0.12%
- 📡 Communications0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq34.09%
- 🇺🇸 NYSE26.04%
- 🇬🇧 LSE19.19%
- 🇩🇪 Xetra ETFs3.19%
- 🌍 Digital Currency1.93%
- 🇺🇸 Chicago Board Options Exchange1.87%
- 🇳🇱 Euronext Amsterdam1.77%
- 🇩🇪 FRA1.28%
- 🇨🇭 SIX1.15%
- 🇫🇷 Euronext Paris0.67%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇮🇹 Borsa Italiana0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.5%
- 🇬🇧 United Kingdom2.48%
- 🇳🇱 Netherlands2.07%
- 🇹🇼 Taiwan1.89%
- 🇩🇪 Germany1.28%
- 🇨🇭 Switzerland1.15%
- 🇨🇳 China0.91%
- 🇫🇷 France0.67%
- 🇰🇷 South Korea0.45%
- 🇨🇦 Canada0.2%
- 🇮🇪 Ireland0.18%
- 🇸🇪 Sweden0.13%
- 🇱🇺 Luxembourg0.01%
- 🇮🇹 Italy0.01%
- 🇯🇵 Japan0.01%
Dividends
Dividend Yield
0.87%
72 out of 113 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.17% | 2.53% | - |
 VOW3.DE | 0.05% | 9.21% | $9.06 |
 SYBG.DE | 0.04% | 3.5% | - |
 PFE | 0.04% | 6.37% | $1.66 |
 LQDE.L | 0.03% | 5% | - |
 QCOM | 0.03% | 1.97% | $3.25 |
 DGRO | 0.03% | 2.38% | - |
 DG.PA | 0.03% | 4.31% | $4.5 |
 ABBN.ZU | 0.02% | 1.74% | $0.87 |
 ILTB | 0.02% | 1.65% | - |
 SHYG | 0.02% | 2.39% | - |
 INTC | 0.02% | 2.57% | $0.5 |
 TSM | 0.02% | 0.93% | $1.74 |
 CSCO | 0.02% | 2.64% | $1.58 |
 EQIX | 0.02% | 1.87% | $16.19 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 LMT | 0.01% | 2.79% | $12.45 |
 TXN | 0.01% | 2.88% | $5.14 |
 HYG | 0.01% | 1.81% | - |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 VGWD.DE | 0.01% | 2.46% | - |
 DLR | 0.01% | 2.98% | $4.88 |
 IEI | 0.01% | 1.13% | - |
 ISTB | 0.01% | 1.36% | - |
 MCD | 0.01% | 2.35% | $6.53 |
 BABA | 0.01% | 0.99% | $0.98 |
 MSFT | 0.01% | 0.76% | $3 |
 SHY | 0.01% | 1.33% | - |
 FLOT | 0.01% | 1.58% | - |
 IFX.DE | 0.01% | 1.09% | $0.35 |
 LOW | 0.01% | 1.75% | $4.45 |
 IGSB | 0.01% | 1.44% | - |
 SRLN | 0.01% | 1.82% | - |
 VGIT | 0.01% | 1.31% | - |
 JAAA | 0.01% | 2.06% | - |
 NXPI | 0.01% | 1.94% | $4.06 |
 VGSH | 0.01% | 1.42% | - |
 ADI | 0.01% | 1.74% | $3.56 |
 IUSB | 0.01% | 1.36% | - |
 IEF | 0.01% | 1.32% | - |
 T | 0% | 4.68% | $1.11 |
 META | 0% | 0.29% | $1 |
 IMTB | 0% | 1.55% | - |
 IGIB | 0% | 1.53% | - |
 MBB | 0% | 1.48% | - |
 LQD | 0% | 1.45% | - |
 BNDX | 0% | 0.84% | - |
 AAPL | 0% | 0.53% | $0.97 |
 SGRO.L | 0% | 3.95% | $0.28 |
 TIP | 0% | 0.59% | - |
 BOND | 0% | 1.72% | - |
 DroneTech | 0% | 0.99% | - |
 IYR | 0% | 3.37% | - |
 GOOG | 0% | 0.29% | $0.2 |
 JNK | 0% | 1.35% | - |
 AGG | 0% | 1.32% | - |
 TER | 0% | 0.41% | $0.46 |
 GOVT | 0% | 1.19% | - |
 INDA | 0% | 0.78% | - |
 AVGO | 0% | 0.98% | $19.7 |
 PFF | 0% | 2.21% | - |
 EMB | 0% | 1.95% | - |
 MU | 0% | 0.5% | $0.46 |
 DE | 0% | 1.27% | $5.76 |
 HEXA-B.ST | 0% | 1.18% | $1.53 |
 MINT | 0% | 1.55% | - |
 JPST | 0% | 1.51% | - |
 CGNX | 0% | 0.76% | $0.3 |
 AI-Revolution | 0% | 0.22% | - |
 MUB | 0% | 1.02% | - |
 NVDA | 0% | 0.03% | $0.02 |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
LOW | Pay Day | Feb 5 | $1.15 |
LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DroneTech) | Pay Day | Feb 7 | $1.42 |
 PH (DroneTech) | Ex-Dividend | Feb 7 | $1.63 |
 HWM (DroneTech) | Ex-Dividend | Feb 7 | $0.10 |
 HXL (DroneTech) | Ex-Dividend | Feb 7 | $0.17 |
GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
DE | Pay Day | Feb 10 | $1.62 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
TXN | Pay Day | Feb 11 | $1.36 |
TXN (DroneTech) | Pay Day | Feb 11 | $1.36 |
TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
TER | Ex-Dividend | Feb 14 | $0.12 |
HXL (DroneTech) | Pay Day | Feb 14 | $0.17 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 CAT (DroneTech) | Pay Day | Feb 20 | $1.41 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
 RTX (DroneTech) | Ex-Dividend | Feb 21 | $0.63 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
HWM (DroneTech) | Pay Day | Feb 25 | $0.10 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
LMT (DroneTech) | Ex-Dividend | Mar 3 | $3.30 |
LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
PH (DroneTech) | Pay Day | Mar 7 | $1.63 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
TER | Pay Day | Mar 14 | $0.12 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
RTX (DroneTech) | Pay Day | Mar 20 | $0.63 |
QCOM | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
LMT (DroneTech) | Pay Day | Mar 28 | $3.30 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
HEXA-B.ST | Ex-Dividend | May 6 | $0.14 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
HEXA-B.ST | Pay Day | May 14 | $0.14 |
Performance Metrics
Score 4.2/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-5.9
-5.9
-6
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-5.9
-5.9
-6
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
0.96
0.96
0
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
1.99
1.99
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.32% | Apr 2024 | Jan 2025 | 9 |
-2.58% | Jan 2024 | Feb 2024 | 1 |
-1.69% | Oct 2023 | Nov 2023 | 1 |