Okey2021 avatar

Okey2021
🇬🇧 Stock Investor.
1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

-2.23%
Today
-3.54%
This Month
-0.98%
Year To Date
+44.19%
2 Years
+10.96%
5 Years
+3.02%
Annualized
  • Okey2021
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🖥️ Technology Services
    22.54%
  • 💻 Electronic Technology
    20.67%
  • 🧬 Health Technology
    10.46%
  • 📈 Indexes
    9.32%
  • 💰 Finance
    5.81%
  • 📊 ETFs
    5.61%
  • 🪙 Cryptocurrencies
    4.23%
  • 🍞 Consumer Non Durables
    3.82%
  • 💼 Commercial Services
    2.72%
  • 💵 Cash
    2.63%
  • 🛍️ Retail Trade
    1.67%
  • 🪨 Non Energy Minerals
    0.78%
  • 🧩 Miscellaneous
    0.63%
  • 🚚 Transportation
    0.58%
  • 📡 Communications
    0.54%
  • 🏥 Health Services
    0.53%
  • 🚗 Consumer Durables
    0.48%
  • 🛠️ Producer Manufacturing
    0.37%
  • 🏭 Industrial Services
    0.22%
  • 🧪 Process Industries
    0.11%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    30.11%
  • 🇺🇸 Nasdaq
    29.57%
  • 🇬🇧 LSE
    15.8%
  • 🌍 CFD
    9.32%
  • 🌍 Digital Currency
    4.23%
  • 🇭🇰 Hong Kong Exchanges
    0.74%
  • 🇫🇷 Euronext Paris
    0.69%
  • 🇩🇪 Xetra ETFs
    0.63%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    45.74%
  • 🇬🇧 United Kingdom
    19.07%
  • 🇩🇪 Germany
    1.92%
  • 🇨🇳 China
    1.06%
  • 🇱🇺 Luxembourg
    0.78%
  • 🇫🇷 France
    0.69%
  • 🇩🇰 Denmark
    0.42%
  • 🇰🇷 South Korea
    0.42%
  • 🇬🇷 Greece
    0.36%
  • 🇫🇮 Finland
    0.34%
  • 🇮🇪 Ireland
    0.21%
  • 🇹🇼 Taiwan
    0.15%
  • 🇳🇱 Netherlands
    0.14%

Dividends

Dividend Yield

0.94%

46 out of 68 instruments pay dividend.

13 dividend payments in the next 30 days.

Highest Dividend: $TX (9.99%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
RR.L
RR.L
0.12%
0.81%
-
HSBC
HSBC
0.1%
5.92%
$3.03
TX
TX
0.08%
9.99%
$3.3
MSFT
MSFT
0.07%
0.84%
$3
KO
KO
0.06%
2.71%
$1.89
BATS.L
BATS.L
0.06%
7.64%
$2.36
ABBV
ABBV
0.05%
2.93%
$6.06
JNJ
JNJ
0.05%
2.94%
$4.81
AZN
AZN
0.04%
1.99%
$1.42
LLY
LLY
0.03%
0.64%
$4.86
JPM
JPM
0.02%
2.09%
$4.4
VOO
VOO
0.02%
1.23%
-
ORCL
ORCL
0.02%
1.09%
$1.6
VT.US
VT.US
0.02%
1.9%
-
VCTR
VCTR
0.02%
3.06%
$1.35
DAC
DAC
0.01%
4.13%
$3.15
PAGP
PAGP
0.01%
6.46%
$1.17
MC.PA
MC.PA
0.01%
2.07%
$13
SPY
SPY
0.01%
1.19%
-
SAP
SAP
0.01%
0.67%
$1.73
META
META
0.01%
0.34%
$1
AAPL
AAPL
0.01%
0.44%
$0.97
MA
MA
0.01%
0.53%
$2.46
GOOG
GOOG
0.01%
0.48%
$0.2
SMSN.L
SMSN.L
0.01%
2.64%
$23.68
GOOGL
GOOGL
0.01%
0.49%
$0.2
UNH
UNH
0.01%
1.74%
$7.74
TMUS
TMUS
0.01%
1.23%
$1.95
NVO
NVO
0.01%
1.45%
$0.98
9988.HK
9988.HK
0.01%
0.73%
$0.98
AMAT
AMAT
0%
1.07%
$1.44
AXP
AXP
0%
1.13%
$2.6
QCOM
QCOM
0%
2.2%
$3.25
QQQ
QQQ
0%
0.56%
-
BABA
BABA
0%
0.74%
$0.98
AIG
AIG
0%
1.96%
$1.48
AVGO
AVGO
0%
1.23%
$19.7
VOOG
VOOG
0%
0.49%
-
TSM
TSM
0%
1.23%
$1.74
ASO
ASO
0%
0.86%
$0.4
LIN
LIN
0%
1.23%
$5.33
ASML
ASML
0%
0.84%
$5.57
DHR
DHR
0%
0.55%
$1.05
CRM
CRM
0%
0.59%
$0.4
MU
MU
0%
0.53%
$0.46
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
MSFT
MSFT
Pay Day
Mar 13
$0.83
AMAT
AMAT
Pay Day
Mar 13
$0.40
LIN
LIN
Ex-Dividend
Mar 13
$1.50
META
META
Ex-Dividend
Mar 14
$0.52
KO
KO
Ex-Dividend
Mar 14
$0.51
GOOG
GOOG
Pay Day
Mar 17
$0.20
AIG
AIG
Ex-Dividend
Mar 17
$0.40
GOOGL
GOOGL
Pay Day
Mar 17
$0.20
UNH
UNH
Pay Day
Mar 18
$2.10
TSM
TSM
Ex-Dividend
Mar 18
$0.69
AVGO
AVGO
Ex-Dividend
Mar 20
$0.59
ASO
ASO
Ex-Dividend
Mar 25
$0.13
META
META
Pay Day
Mar 26
$0.52
QCOM
QCOM
Pay Day
Mar 27
$0.85
BATS.L
BATS.L
Ex-Dividend
Mar 27
$0.76
LIN
LIN
Pay Day
Mar 27
$1.50
DHR
DHR
Ex-Dividend
Mar 28
$0.32
AIG
AIG
Pay Day
Mar 31
$0.40
AVGO
AVGO
Pay Day
Mar 31
$0.59
KO
KO
Pay Day
Apr 1
$0.51
NVDA
NVDA
Pay Day
Apr 2
$0.01
AXP
AXP
Ex-Dividend
Apr 4
$0.82
MA
MA
Ex-Dividend
Apr 9
$0.76
TSM
TSM
Pay Day
Apr 10
$0.69
ABBV
ABBV
Ex-Dividend
Apr 15
$1.64
ASO
ASO
Pay Day
Apr 17
$0.13
HSBC
HSBC
Pay Day
Apr 25
$1.80
DHR
DHR
Pay Day
Apr 25
$0.32
ASML
ASML
Ex-Dividend
Apr 28
$1.92
QQQ
QQQ
Pay Day
Apr 30
$0.57
ASML
ASML
Pay Day
May 6
$1.92
BATS.L
BATS.L
Pay Day
May 7
$0.76
AXP
AXP
Pay Day
May 9
$0.82
MA
MA
Pay Day
May 9
$0.76
TX
TX
Ex-Dividend
May 9
$0.90
TX
TX
Pay Day
May 14
$0.90
ABBV
ABBV
Pay Day
May 15
$1.64
TMUS
TMUS
Ex-Dividend
May 30
$0.88
TMUS
TMUS
Pay Day
Jun 12
$0.88
VT.US
VT.US
Pay Day
Jun 25
$0.58
VOOG
VOOG
Pay Day
Jul 2
$0.43
VOO
VOO
Pay Day
Jul 2
$1.78

Performance Metrics

Score 2.6/10

Beta

1.09
1.09
0
0.8
1.2
0
2

Sharpe Ratio

0.12
0.12
0
0.5
1
1.5
1.5

Sortino Ratio

0.18
0.18
0
1
2
3
3

Jensen's Alpha

-5.34
-5.34
-6
0
2
4.5
4.5

Omega Ratio

0.71
0.71
0
1
1.5
2.5
2.5

Treynor Ratio

0.19
0.19
0
0.75
1.25
2
2

Information Ratio

-0.46
-0.46
-1
0.3
0.6
1
1

Calmar Ratio

0.1
0.1
0
0.3
0.6
1
1

Drawdowns

  • Okey2021
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-36.67%
Nov 2021Sep 202434
-4.2%
Sep 2021Oct 20211
-2.89%
Feb 2025-2
-1.79%
Dec 2024Jan 20251
-0.78%
Oct 2024Nov 20241
-0.73%
Jul 2021Aug 20211

Monthly Performance