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-0.18%
Today
-0.18%
This Month
-14.93%
Year To Date
-13.18%
2 Years
-83.14%
5 Years
-40.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs21.38%
- 🖥️ Technology Services19%
- 💻 Electronic Technology15.85%
- 👥 Copy Trading6.31%
- 🛍️ Retail Trade5.25%
- 💇♀️ Consumer Services4.32%
- 💼 Commercial Services4.05%
- 🧬 Health Technology3.89%
- 💰 Finance3.38%
- 💵 Cash3.01%
- 🪙 Cryptocurrencies2.66%
- ⛏️ Energy Minerals2.21%
- 🚗 Consumer Durables2.1%
- 🍞 Consumer Non Durables1.54%
- 🚚 Transportation1.45%
- 📡 Communications1.3%
- 🪨 Non Energy Minerals0.91%
- 🏭 Industrial Services0.71%
- 🛠️ Producer Manufacturing0.56%
- 🧪 Process Industries0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE42.91%
- 🇺🇸 Nasdaq41.45%
- 🌍 Digital Currency3.82%
- 🇫🇷 Euronext Paris3.09%
- 🇬🇧 LSE1.41%
- 🇩🇪 FRA1.37%
- 🇸🇪 Stockholm Stock Exchange0.99%
- 🇨🇭 SIX0.68%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇫🇮 Helsinki Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.13%
- 🇫🇷 France3.09%
- 🇬🇧 United Kingdom2.71%
- 🇨🇳 China2.62%
- 🇺🇾 Uruguay2.28%
- 🇯🇵 Japan1.49%
- 🇩🇪 Germany1.37%
- 🇱🇺 Luxembourg1.27%
- 🇨🇭 Switzerland1.23%
- 🇸🇪 Sweden1.13%
- 🇩🇰 Denmark0.67%
- 🇮🇪 Ireland0.59%
- 🇬🇷 Greece0.5%
- 🇮🇱 Israel0.47%
- 🇰🇾 Cayman Islands0.35%
- 🇨🇦 Canada0.26%
- 🇨🇴 Colombia0.24%
- 🇧🇲 Bermuda0.14%
- 🇳🇴 Norway0.01%
Dividends
Dividend Yield
1.45%
59 out of 104 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $BGFV (31.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.1% | 22.3% | $0.23 |
 O | 0.07% | 5.73% | $3.09 |
 JonasBarrelov | 0.07% | 1.17% | - |
 VZ | 0.07% | 6.82% | $2.66 |
 SBLK | 0.07% | 16.27% | $1.82 |
 LU | 0.07% | 5.4% | $0.12 |
 DWS.DE | 0.06% | 4.64% | $2.1 |
 RIO | 0.06% | 7.18% | $4.34 |
 BNP.PA | 0.06% | 7.02% | $4.6 |
 EC | 0.04% | 16.93% | $1.62 |
 VNQ | 0.04% | 3.78% | - |
 TM | 0.04% | 2.58% | $4.64 |
 SCHD | 0.04% | 3.8% | - |
 CVX | 0.04% | 4.42% | $6.28 |
 HDV | 0.04% | 3.91% | - |
 FGR.PA | 0.03% | 4.74% | $4.1 |
 DGRO | 0.03% | 2.38% | - |
 OGN.US | 0.03% | 7.2% | $1.12 |
 QCOM | 0.03% | 1.97% | $3.25 |
 SOP.PA | 0.03% | 2.59% | $4.65 |
 TGT | 0.02% | 3.23% | $4.42 |
 BKNG | 0.02% | 0.74% | $17.5 |
 PG | 0.02% | 2.43% | $3.83 |
 VTI | 0.02% | 1.26% | - |
 BIL | 0.02% | 1.42% | - |
 ABBV | 0.02% | 3.42% | $6.06 |
 VIG | 0.02% | 1.73% | - |
 VOO | 0.02% | 1.26% | - |
 SK.PA | 0.02% | 2.85% | $2.62 |
 NESN.ZU | 0.02% | 3.86% | $3 |
 NVS | 0.02% | 3.05% | $3.2 |
 MSFT | 0.02% | 0.76% | $3 |
 MRK | 0.02% | 3.2% | $3.04 |
 PFE | 0.02% | 6.37% | $1.66 |
 AGG | 0.02% | 1.32% | - |
 SPHD | 0.01% | 1.13% | - |
 DHT | 0.01% | 8.83% | $1.05 |
 DSX | 0.01% | 13.13% | $0.45 |
 META | 0.01% | 0.29% | $1 |
 CMCSA | 0.01% | 3.74% | $1.2 |
 QQQ | 0.01% | 0.64% | - |
 XLK | 0.01% | 0.67% | - |
 NVO | 0.01% | 1.21% | $0.98 |
 WMT | 0.01% | 0.85% | $0.81 |
 AZN | 0.01% | 2.06% | $1.42 |
 MA | 0.01% | 0.49% | $2.46 |
 AAPL | 0.01% | 0.53% | $0.97 |
 KO | 0.01% | 3.06% | $1.89 |
 BGFV | 0.01% | 31.46% | $0.48 |
 GE | 0.01% | 0.55% | $0.44 |
 V | 0.01% | 0.65% | $2.01 |
 VUG | 0.01% | 0.51% | - |
 GSK | 0.01% | 4.33% | $1.45 |
 UPS | 0% | 5.71% | $6.5 |
 EBF | 0% | 4.85% | $1 |
 NEM | 0% | 2.34% | $1.3 |
 MU | 0% | 0.5% | $0.46 |
 EZJ.L | 0% | 0.88% | $0.05 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JonasBarrelov) | Ex-Dividend | Feb 10 | $0.25 |
 IBM (JonasBarrelov) | Ex-Dividend | Feb 10 | $1.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JonasBarrelov) | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
ABBV | Pay Day | Feb 14 | $1.64 |
O | Pay Day | Feb 14 | $0.26 |
PG | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 DOYU | Pay Day | Feb 20 | $9.94 |
MSFT (JonasBarrelov) | Ex-Dividend | Feb 20 | $0.83 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM (JonasBarrelov) | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (JonasBarrelov) | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
QCOM | Pay Day | Mar 27 | $0.85 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
MRK | Pay Day | Apr 7 | $0.81 |
CMCSA | Pay Day | Apr 23 | $0.33 |
 SAND.ST (JonasBarrelov) | Ex-Dividend | Apr 30 | $0.52 |
SAND.ST (JonasBarrelov) | Pay Day | May 7 | $0.52 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | May 8 | $0.31 |
HM-B.ST (JonasBarrelov) | Pay Day | May 14 | $0.31 |
Performance Metrics
Score 2/10
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.7
-0.7
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.81
-0.81
-1
1
2
3
3
Jensen's Alpha
-37.97
-37.97
-38
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-2.3
-2.3
-3
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Beta
1.34
1.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.7
-0.7
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.81
-0.81
-1
1
2
3
3
Jensen's Alpha
-37.97
-37.97
-38
0
2
4.5
4.5
Omega Ratio
0.45
0.45
0
1
1.5
2.5
2.5
Treynor Ratio
-2.3
-2.3
-3
0.75
1.25
2
2
Information Ratio
-0.93
-0.93
-1
0.3
0.6
1
1
Calmar Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.5% | Nov 2021 | - | 39 |
-16.18% | Sep 2021 | Oct 2021 | 1 |