Loading...
-0.24%
Today
-0.24%
This Month
+5.12%
Year To Date
+40.97%
2 Years
+90.83%
5 Years
+13.38%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.18%
- 💰 Finance15.15%
- 🍞 Consumer Non Durables11.16%
- 🪙 Cryptocurrencies8.85%
- 🖥️ Technology Services5%
- ⛏️ Energy Minerals4.77%
- 🏭 Industrial Services3.92%
- 📊 ETFs3.1%
- 🧬 Health Technology2.42%
- 🚗 Consumer Durables2.27%
- 💻 Electronic Technology2.12%
- ⚡ Utilities1.16%
- 💇♀️ Consumer Services1.13%
- 🚚 Transportation0.73%
- 📡 Communications0.68%
- 💵 Cash0.67%
- 🪨 Non Energy Minerals0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE25.12%
- 🇺🇸 Nasdaq21.96%
- 🌍 Digital Currency13.3%
- 🇮🇹 Borsa Italiana10.92%
- 🇫🇷 Euronext Paris7.59%
- 🇬🇧 LSE6.8%
- 🇩🇪 FRA2.56%
- 🇨🇭 SIX2.41%
- 🇸🇪 Stockholm Stock Exchange2.1%
- 🇳🇱 Euronext Amsterdam1.98%
- 🇪🇸 Bolsa De Madrid1.12%
- 🇳🇴 Oslo Stock Exchange0.17%
- 🇫🇮 Helsinki Stock Exchange0.16%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.75%
- 🇮🇹 Italy10.92%
- 🇫🇷 France7.59%
- 🇬🇧 United Kingdom3.99%
- 🇨🇭 Switzerland2.63%
- 🇩🇪 Germany2.56%
- 🇳🇱 Netherlands2.54%
- 🇫🇮 Finland1.48%
- 🇪🇸 Spain1.12%
- 🇸🇪 Sweden0.78%
- 🇮🇱 Israel0.73%
- 🇨🇦 Canada0.42%
- 🇧🇲 Bermuda0.39%
- 🇦🇺 Australia0.36%
- 🇹🇼 Taiwan0.27%
- 🇨🇳 China0.25%
- 🇱🇺 Luxembourg0.25%
- 🇳🇴 Norway0.17%
- 🇺🇾 Uruguay0.13%
- 🇮🇪 Ireland0.05%
Dividends
Dividend Yield
2.55%
62 out of 74 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Italian-Heritage | 0.19% | 4.05% | - |
 ZIM | 0.16% | 22.3% | $0.23 |
 NDA_SE.ST | 0.11% | 8.02% | $10.62 |
 ISP.MI | 0.1% | 7.68% | $0.3 |
 ET | 0.08% | 6.27% | $1.25 |
 ABN.NV | 0.07% | 9.19% | $1.51 |
 F | 0.07% | 7.74% | $0.78 |
 AM | 0.07% | 5.61% | $0.9 |
 MO | 0.07% | 7.66% | $3.92 |
 EPD | 0.06% | 6.43% | $2.03 |
 HSBA.L | 0.06% | 5.73% | $0.49 |
 PST.MI | 0.06% | 6.1% | $0.8 |
 LGEN.L | 0.06% | 8.52% | $0.2 |
 SWED-A.ST | 0.06% | 8.98% | $15.15 |
 ENI.MI | 0.05% | 7.09% | $0.94 |
 G.MI | 0.05% | 4.18% | $1.28 |
 TTE.PA | 0.05% | 5.61% | $3.06 |
 ENEL.MI | 0.05% | 6.28% | $0.43 |
 AV.L | 0.05% | 6.67% | $0.33 |
 ALV.DE | 0.05% | 4.4% | $13.8 |
 BGS | 0.04% | 11.73% | $0.76 |
 EuropeTech | 0.04% | 1.05% | - |
 NYMT | 0.04% | 13.27% | $1 |
 XOM | 0.04% | 3.63% | $3.76 |
 CVX | 0.04% | 4.42% | $6.28 |
 REP.MC | 0.04% | 7.01% | $0.73 |
 AGNC | 0.03% | 14.44% | $1.44 |
 PEP | 0.03% | 3.54% | $5.15 |
 SAN.PA | 0.03% | 3.61% | $3.76 |
 LI.PA | 0.03% | 6.27% | $1.8 |
 MAIN | 0.03% | 4.84% | $2.85 |
 UNI.MI | 0.03% | 2.89% | $0.38 |
 JNJ | 0.03% | 3.26% | $4.81 |
 RMS.PA | 0.03% | 0.92% | $25 |
 KMB | 0.03% | 3.79% | $4.8 |
 KO | 0.03% | 3.06% | $1.89 |
 MPW | 0.03% | 9.81% | $0.6 |
 MCD | 0.03% | 2.35% | $6.53 |
 ENB | 0.03% | 6.31% | $2.66 |
 GLE.PA | 0.03% | 2.88% | $0.9 |
 PG | 0.02% | 2.43% | $3.83 |
 ULVR.L | 0.02% | 3.17% | $1.47 |
 CL | 0.02% | 2.31% | $1.96 |
 T | 0.02% | 4.68% | $1.11 |
 BHP | 0.02% | 5.88% | $3.01 |
 UBSG.ZU | 0.02% | 1.97% | $0.64 |
 ValueGurus | 0.02% | 0.51% | - |
 NESN.ZU | 0.02% | 3.86% | $3 |
 DVN | 0.02% | 4.25% | $2.05 |
 FRE.DE | 0.02% | 3.18% | - |
 NTGY.MC | 0.02% | 4.78% | $1.13 |
 OR.PA | 0.02% | 1.85% | $6.6 |
 BGN.MI | 0.02% | 4.44% | $2.2 |
 Magnificent-7 | 0.02% | 0.32% | - |
 MSFT | 0.02% | 0.76% | $3 |
 II-Disruptive | 0.01% | 0.31% | - |
 EMR | 0.01% | 1.62% | $2.1 |
 VGT | 0.01% | 0.5% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 AI-Revolution | 0.01% | 0.22% | - |
 CFR.ZU | 0.01% | 1.55% | $2.75 |
 QQQ | 0.01% | 0.64% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
 NOKIA.HE (EuropeTech) | Ex-Dividend | Feb 3 | $0.03 |
ET | Ex-Dividend | Feb 7 | $0.32 |
MAIN | Ex-Dividend | Feb 7 | $0.25 |
 MA (II-Disruptive) | Pay Day | Feb 7 | $0.76 |
MA (ValueGurus) | Pay Day | Feb 7 | $0.76 |
 AAPL (II-Disruptive) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (II-Disruptive) | Ex-Dividend | Feb 10 | $1.58 |
ASML.NV (EuropeTech) | Ex-Dividend | Feb 10 | $1.58 |
AAPL (Magnificent-7) | Ex-Dividend | Feb 10 | $0.25 |
AGNC | Pay Day | Feb 11 | $0.12 |
 V (II-Disruptive) | Ex-Dividend | Feb 11 | $0.59 |
 SGE.L (EuropeTech) | Pay Day | Feb 11 | $0.17 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AM | Pay Day | Feb 12 | $0.22 |
AAPL (II-Disruptive) | Pay Day | Feb 13 | $0.25 |
NOKIA.HE (EuropeTech) | Pay Day | Feb 13 | $0.03 |
AAPL (Magnificent-7) | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
EPD | Pay Day | Feb 14 | $0.54 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
MAIN | Pay Day | Feb 14 | $0.25 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
BGN.MI | Ex-Dividend | Feb 17 | $0.64 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
ET | Pay Day | Feb 19 | $0.32 |
BGN.MI | Pay Day | Feb 19 | $0.64 |
ASML.NV (II-Disruptive) | Pay Day | Feb 19 | $1.58 |
ASML.NV (EuropeTech) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (II-Disruptive) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (II-Disruptive) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (Magnificent-7) | Ex-Dividend | Feb 20 | $0.83 |
 IFX.DE (II-Disruptive) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (EuropeTech) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (II-Disruptive) | Pay Day | Feb 25 | $0.37 |
IFX.DE (EuropeTech) | Pay Day | Feb 25 | $0.37 |
 IBKR (ValueGurus) | Ex-Dividend | Feb 28 | $0.25 |
ENB | Pay Day | Mar 1 | $0.67 |
V (II-Disruptive) | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
 ELV (ValueGurus) | Ex-Dividend | Mar 10 | $1.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
MSFT (II-Disruptive) | Pay Day | Mar 13 | $0.83 |
AMAT (II-Disruptive) | Pay Day | Mar 13 | $0.40 |
MSFT (Magnificent-7) | Pay Day | Mar 13 | $0.83 |
IBKR (ValueGurus) | Pay Day | Mar 14 | $0.25 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (II-Disruptive) | Ex-Dividend | Mar 18 | $0.69 |
ELV (ValueGurus) | Pay Day | Mar 25 | $1.71 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
KMB | Pay Day | Apr 2 | $1.26 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
TSM (II-Disruptive) | Pay Day | Apr 10 | $0.69 |
 DIS (ValueGurus) | Ex-Dividend | Jun 24 | $0.50 |
DIS (ValueGurus) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
0.16
0.16
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
0.16
0.16
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
1.07
1.07
0
0.75
1.25
2
2
Information Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.62% | Nov 2021 | Feb 2024 | 27 |
-21.59% | Feb 2020 | Nov 2020 | 9 |
-4.15% | Sep 2021 | Oct 2021 | 1 |
-2.88% | Apr 2024 | May 2024 | 1 |
-1.56% | Dec 2024 | Jan 2025 | 1 |
-1.36% | Jun 2021 | Jul 2021 | 1 |
-1.03% | Oct 2024 | Nov 2024 | 1 |
-0.09% | Aug 2024 | Sep 2024 | 1 |