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-0.1%
Today
-0.1%
This Month
+5.18%
Year To Date
+50.1%
2 Years
+162.95%
5 Years
+24.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.23%
- 🌾 Commodities17.99%
- 📊 ETFs13.5%
- 🪙 Cryptocurrencies9.51%
- 💻 Electronic Technology5.24%
- 🪨 Non Energy Minerals4.42%
- 💰 Finance4.21%
- 🛍️ Retail Trade3%
- 💇♀️ Consumer Services2.9%
- 💼 Commercial Services2.62%
- 🧬 Health Technology1.74%
- 📈 Indexes1.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.63%
- 🇺🇸 Nasdaq23.37%
- 🌍 Commodity17.99%
- 🌍 Digital Currency9.51%
- 🇺🇸 Chicago Board Options Exchange4.12%
- 🇬🇧 LSE1.95%
- 🌍 CFD1.41%
- 🇫🇷 Euronext Paris0.86%
- 🇨🇭 SIX0.22%
- 🇮🇹 Borsa Italiana0.2%
- 🇩🇰 Copenhagen Stock Exchange0.14%
- 🇩🇪 FRA0.14%
- 🇳🇱 Euronext Amsterdam0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.52%
- 🇬🇧 United Kingdom6.82%
- 🇨🇳 China4.03%
- 🇫🇷 France0.86%
- 🇹🇼 Taiwan0.62%
- 🇮🇪 Ireland0.55%
- 🇳🇱 Netherlands0.41%
- 🇮🇹 Italy0.36%
- 🇨🇦 Canada0.27%
- 🇨🇭 Switzerland0.22%
- 🇱🇺 Luxembourg0.21%
- 🇩🇰 Denmark0.14%
- 🇩🇪 Germany0.14%
- 🇰🇷 South Korea0.1%
Dividends
Dividend Yield
0.96%
14 out of 21 instruments pay dividend.
15 dividend payments in the next 30 days.
Highest Dividend: $RIO (7.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RIO | 0.32% | 7.18% | $4.34 |
 DividendGrowth | 0.23% | 2.53% | - |
 SGRO.L | 0.07% | 3.95% | $0.28 |
 LuxuryBrands | 0.06% | 1.3% | - |
 JNJ | 0.06% | 3.26% | $4.81 |
 SPYG | 0.05% | 1.44% | - |
 INDA | 0.03% | 0.78% | - |
 BABA | 0.03% | 0.99% | $0.98 |
 BLV | 0.03% | 1.57% | - |
 Chip-Tech | 0.03% | 0.64% | - |
 DIS | 0.03% | 0.88% | $0.75 |
 AI-Revolution | 0.02% | 0.22% | - |
 BigTech | 0.01% | 0.36% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 LVS (LuxuryBrands) | Ex-Dividend | Feb 10 | $0.20 |
 AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
 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 (BigTech) | Pay Day | Feb 13 | $0.25 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 TER (Chip-Tech) | Ex-Dividend | Feb 14 | $0.12 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
LVS (LuxuryBrands) | Pay Day | Feb 19 | $0.20 |
 ENTG (Chip-Tech) | Pay Day | Feb 19 | $0.10 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (Chip-Tech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 QCOM (Chip-Tech) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
 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 (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
AMAT (Chip-Tech) | Pay Day | Mar 13 | $0.40 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
TER (Chip-Tech) | Pay Day | Mar 14 | $0.12 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Chip-Tech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (Chip-Tech) | Pay Day | Mar 27 | $0.85 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
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 (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
TSM (Chip-Tech) | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.5/10
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
7.57
7.57
-2
0
2
8
8
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Beta
0.91
0.91
0
0.8
1.2
0
2
Sharpe Ratio
0.88
0.88
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
7.57
7.57
-2
0
2
8
8
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.87
1.87
0
0.75
1.25
2
2
Information Ratio
0.34
0.34
0
0.3
0.6
1
1
Calmar Ratio
1.02
1.02
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.17% | Apr 2022 | Dec 2023 | 20 |
-13.28% | Sep 2020 | Nov 2020 | 2 |
-6.04% | Apr 2024 | Jul 2024 | 3 |
-5.96% | Feb 2022 | Mar 2022 | 1 |
-3.8% | Dec 2024 | Jan 2025 | 1 |
-3.5% | Sep 2021 | Dec 2021 | 3 |
-1.92% | Jul 2020 | Aug 2020 | 1 |
-1.6% | Dec 2020 | Jan 2021 | 1 |
-1.03% | Feb 2021 | Mar 2021 | 1 |
-0.93% | Aug 2024 | Sep 2024 | 1 |
-0.38% | Jan 2024 | Feb 2024 | 1 |