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0%
Today
0%
This Month
+6.65%
Year To Date
+82.89%
2 Years
+87.69%
5 Years
+22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables29.44%
- 🚗 Consumer Durables29.08%
- 💻 Electronic Technology20.12%
- 👥 Copy Trading17.12%
- 💵 Cash2.4%
- 🧬 Health Technology0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.39%
- 🇨🇭 SIX29.96%
- 🇩🇪 FRA29.08%
- 🇺🇸 NYSE2.37%
- 🇫🇷 Euronext Paris0.17%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.8%
- 🇨🇭 Switzerland29.96%
- 🇩🇪 Germany29.08%
- 🇯🇵 Japan0.44%
- 🇺🇾 Uruguay0.3%
- 🇫🇷 France0.17%
- 🇨🇳 China0.13%
- 🇨🇦 Canada0.07%
- 🇮🇪 Ireland0.03%
- 🇱🇺 Luxembourg0.01%
- 🇬🇧 United Kingdom0%
Dividends
Dividend Yield
3.07%
6 out of 6 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MBG.DE (9%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (MarianoPardo) | Pay Day | Feb 7 | $0.76 |
 AAPL (liborvasa) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (MarianoPardo) | Ex-Dividend | Feb 10 | $0.25 |
 V (MarianoPardo) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (liborvasa) | Pay Day | Feb 13 | $0.25 |
AAPL (MarianoPardo) | Pay Day | Feb 13 | $0.25 |
 MSFT (MarianoPardo) | Ex-Dividend | Feb 20 | $0.83 |
V (MarianoPardo) | Pay Day | Mar 3 | $0.59 |
 QCOM (MarianoPardo) | Ex-Dividend | Mar 6 | $0.85 |
MSFT (MarianoPardo) | Pay Day | Mar 13 | $0.83 |
QCOM (MarianoPardo) | Pay Day | Mar 27 | $0.85 |
 DIS (MarianoPardo) | Ex-Dividend | Jun 24 | $0.50 |
DIS (MarianoPardo) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.4/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
15.38
15.38
-2
0
2
16
16
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.66
1.66
0
1
2
3
3
Jensen's Alpha
15.38
15.38
-2
0
2
16
16
Omega Ratio
1.68
1.68
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.69
0.69
0
0.3
0.6
1
1
Calmar Ratio
1.23
1.23
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-18.35% | Feb 2022 | Jul 2022 | 5 |
-14.19% | Aug 2022 | Mar 2023 | 7 |
-8.07% | Apr 2023 | Jul 2023 | 3 |
-7.81% | Mar 2024 | Jul 2024 | 4 |
-6.03% | Aug 2023 | Nov 2023 | 3 |
-2.32% | Dec 2023 | Feb 2024 | 2 |