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-0.12%
Today
-0.12%
This Month
+4.16%
Year To Date
+55.67%
2 Years
+16.73%
5 Years
+4.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.5%
- 🖥️ Technology Services17.98%
- 💻 Electronic Technology12.39%
- 📈 Indexes10.24%
- 📊 ETFs4.26%
- 🧬 Health Technology2.72%
- 💵 Cash2.68%
- 💼 Commercial Services2.09%
- 💰 Finance1.89%
- 🪙 Cryptocurrencies1.12%
- 🧪 Process Industries0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.97%
- 🇺🇸 NYSE23.9%
- 🇬🇧 LSE12.02%
- 🌍 CFD10.24%
- 🌍 Digital Currency5.47%
- 🇫🇷 Euronext Paris0.7%
- 🇩🇪 Xetra ETFs0.37%
- 🇭🇰 Hong Kong Exchanges0.33%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.01%
- 🇬🇧 United Kingdom11.87%
- 🇩🇪 Germany2.02%
- 🇹🇼 Taiwan1.55%
- 🇫🇷 France0.7%
- 🇱🇺 Luxembourg0.7%
- 🇨🇳 China0.55%
- 🇩🇰 Denmark0.43%
- 🇫🇮 Finland0.43%
- 🇰🇷 South Korea0.4%
- 🇬🇷 Greece0.34%
- 🇮🇪 Ireland0.19%
- 🇳🇱 Netherlands0.14%
Dividends
Dividend Yield
0.51%
20 out of 27 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $VT.US (2.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IlMatematico | 0.24% | 1.19% | - |
 MSFT | 0.06% | 0.76% | $3 |
 greavesy1984 | 0.05% | 0.25% | - |
 VT.US | 0.03% | 2.9% | - |
 VOO | 0.02% | 1.26% | - |
 JPM | 0.02% | 1.8% | $4.4 |
 BigTech | 0.02% | 0.36% | - |
 ORCL | 0.02% | 0.94% | $1.6 |
 LLY | 0.01% | 0.67% | $4.86 |
 MA | 0.01% | 0.49% | $2.46 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 AAPL | 0% | 0.53% | $0.97 |
 AXP | 0% | 0.88% | $2.6 |
 VOOG | 0% | 0.57% | - |
 AIG | 0% | 2.12% | $1.48 |
 LIN | 0% | 1.25% | $5.33 |
 DHR | 0% | 0.48% | $1.05 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 BATS.L (IlMatematico) | Pay Day | Feb 3 | $0.74 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (greavesy1984) | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
AAPL (greavesy1984) | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
 PAGP (IlMatematico) | Pay Day | Feb 14 | $0.38 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (IlMatematico) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (IlMatematico) | Ex-Dividend | Feb 20 | $0.40 |
 QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (IlMatematico) | Pay Day | Mar 13 | $0.83 |
AMAT (IlMatematico) | Pay Day | Mar 13 | $0.40 |
 TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (greavesy1984) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (greavesy1984) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.7/10
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-5.8
-5.8
-6
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.09
1.09
0
0.8
1.2
0
2
Sharpe Ratio
0.15
0.15
0
0.5
1
1.5
1.5
Sortino Ratio
0.22
0.22
0
1
2
3
3
Jensen's Alpha
-5.8
-5.8
-6
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.67% | Nov 2021 | Sep 2024 | 34 |
-4.2% | Sep 2021 | Oct 2021 | 1 |
-1.79% | Dec 2024 | Jan 2025 | 1 |
-0.78% | Oct 2024 | Nov 2024 | 1 |
-0.73% | Jul 2021 | Aug 2021 | 1 |