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+0.02%
Today
+0.02%
This Month
-0.69%
Year To Date
+47.21%
2 Years
+10.51%
5 Years
+2.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology20.14%
- 👥 Copy Trading15.7%
- 🧬 Health Technology8.02%
- ⛏️ Energy Minerals7.56%
- 📊 ETFs6.15%
- 🚗 Consumer Durables5.16%
- 🛠️ Producer Manufacturing4.87%
- 🖥️ Technology Services4.77%
- 💰 Finance3.33%
- 💇♀️ Consumer Services3.07%
- ⚡ Utilities2.52%
- 🚚 Transportation2.44%
- 💼 Commercial Services2.17%
- 💵 Cash2.04%
- 🛍️ Retail Trade1.86%
- 🍞 Consumer Non Durables1.8%
- 🪨 Non Energy Minerals1.6%
- 🧪 Process Industries1.42%
- 📦 Distribution Services1.25%
- 🪙 Cryptocurrencies0.85%
- 🏭 Industrial Services0.72%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq39.26%
- 🇺🇸 NYSE36.49%
- 🇩🇪 FRA4.23%
- 🇫🇷 Euronext Paris2.91%
- 🇬🇧 LSE2.68%
- 🇭🇰 Hong Kong Exchanges2.38%
- 🇺🇸 Chicago Board Options Exchange1.27%
- 🇪🇸 Bolsa De Madrid0.93%
- 🌍 Digital Currency0.88%
- 🇮🇹 Borsa Italiana0.77%
- 🇳🇱 Euronext Amsterdam0.58%
- 🇦🇺 Sydney0.45%
- 🇨🇭 SIX0.35%
- 🇳🇴 Oslo Stock Exchange0.34%
- 🇵🇹 Euronext Lisbon0.32%
- 🇫🇮 Helsinki Stock Exchange0.3%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇧🇪 Euronext Brussels0.16%
- 🇩🇰 Copenhagen Stock Exchange0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.39%
- 🇨🇳 China4.65%
- 🇩🇪 Germany4.23%
- 🇧🇷 Brazil3.8%
- 🇬🇧 United Kingdom3.53%
- 🇫🇷 France2.6%
- 🇳🇱 Netherlands2.36%
- 🇪🇸 Spain0.93%
- 🇳🇴 Norway0.91%
- 🇨🇦 Canada0.79%
- 🇨🇾 Cyprus0.77%
- 🇨🇱 Chile0.73%
- 🇰🇾 Cayman Islands0.61%
- 🇫🇮 Finland0.5%
- 🇦🇺 Australia0.45%
- 🇨🇭 Switzerland0.35%
- 🇲🇨 Monaco0.33%
- 🇵🇹 Portugal0.32%
- 🇹🇼 Taiwan0.28%
- 🇮🇹 Italy0.22%
- 🇧🇪 Belgium0.16%
- 🇩🇰 Denmark0.12%
- 🇧🇲 Bermuda0.11%
- 🇯🇵 Japan0.08%
- 🇱🇺 Luxembourg0.07%
- 🇮🇪 Ireland0.05%
- 🇸🇪 Sweden0.04%
- 🇬🇷 Greece0.04%
- 🇷🇺 Russia0.02%
- 🇭🇰 Hong Kong0.01%
- 🇰🇷 South Korea0.01%
Dividends
Dividend Yield
1.99%
63 out of 99 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR.A | 0.27% | 11.71% | $2.21 |
 Hedgewealth | 0.24% | 5.98% | - |
 triangulacapital | 0.13% | 4.29% | - |
 O | 0.11% | 5.73% | $3.09 |
 ENGI.PA | 0.1% | 9.01% | $1.43 |
 CVX | 0.09% | 4.42% | $6.28 |
 FRO | 0.08% | 11.26% | $2.17 |
 VALE | 0.08% | 9.88% | $1.33 |
 PAH3.DE | 0.08% | 6.73% | $2.56 |
 GlobalLogistics | 0.05% | 3.11% | - |
 BP.L | 0.05% | 5.62% | $0.23 |
 F | 0.05% | 7.74% | $0.78 |
 NE | 0.04% | 5.62% | $1.7 |
 ingruc | 0.04% | 4.04% | - |
 VTR | 0.03% | 2.98% | $1.8 |
 JeppeKirkBonde | 0.03% | 1.24% | - |
 RWE.DE | 0.03% | 3.35% | $1 |
 JavierPrada | 0.03% | 2.9% | - |
 SHEL.L | 0.03% | 4.08% | $0.8 |
 SQM | 0.03% | 3.45% | $1.36 |
 PFE | 0.02% | 6.37% | $1.66 |
 COP | 0.02% | 3.16% | $3.25 |
 GGB | 0.02% | 4.81% | $0.22 |
 DHL.DE | 0.02% | 5.33% | $1.85 |
 TTE.PA | 0.02% | 5.61% | $3.06 |
 EDP.LSB | 0.02% | 6.41% | $0.2 |
 GM | 0.02% | 0.97% | $0.42 |
 CS.PA | 0.02% | 5.4% | $1.98 |
 UPS | 0.02% | 5.71% | $6.5 |
 XBI | 0.01% | 1.41% | - |
 GDEN | 0.01% | 3.05% | $0.5 |
 RPRX | 0.01% | 2.69% | $0.82 |
 DNUT | 0.01% | 1.54% | $0.14 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 NHY.OL | 0.01% | 3.72% | $2.5 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 LMT | 0.01% | 2.79% | $12.45 |
 FRE.DE | 0.01% | 3.18% | - |
 STNG | 0.01% | 3.36% | $1.4 |
 NKE | 0.01% | 1.96% | $1.45 |
 VIE.PA | 0.01% | 4.53% | $1.25 |
 PNL.NV | 0.01% | 6.08% | $0.09 |
 NOKIA.HE | 0.01% | 2.88% | $0.13 |
 EL | 0.01% | 2.79% | $2.64 |
 OGZDL.L | 0.01% | 67.74% | - |
 MA | 0.01% | 0.49% | $2.46 |
 ASML | 0.01% | 0.77% | $5.57 |
 ALB | 0.01% | 1.91% | $1.6 |
 AI-Revolution | 0.01% | 0.22% | - |
 BWA | 0.01% | 1.38% | $0.44 |
 V | 0.01% | 0.65% | $2.01 |
 STMPA.PA | 0% | 1.55% | $0.28 |
 GEBN.ZU | 0% | 2.49% | $12.7 |
 MTCH | 0% | 0.53% | - |
 TAN | 0% | 0.49% | - |
 IFX.DE | 0% | 1.09% | $0.35 |
 VBK.DE | 0% | 2.16% | $0.2 |
 CQQQ | 0% | 0.27% | - |
 RCL | 0% | 0.36% | - |
 GOOG | 0% | 0.29% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 ALO.PA | 0% | 1.56% | $0.24 |
 SNR.L | 0% | 1.49% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
NOKIA.HE | Ex-Dividend | Feb 3 | $0.03 |
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 T (JavierPrada) | Pay Day | Feb 3 | $0.28 |
 CVS (JavierPrada) | Pay Day | Feb 3 | $0.66 |
T (ingruc) | Pay Day | Feb 3 | $0.28 |
DNUT | Pay Day | Feb 5 | $0.04 |
MA | Pay Day | Feb 7 | $0.76 |
 VOD (ingruc) | Pay Day | Feb 7 | $0.24 |
 VOD.L (ingruc) | Pay Day | Feb 7 | $0.02 |
 NSC (GlobalLogistics) | Ex-Dividend | Feb 7 | $1.35 |
 JBHT (GlobalLogistics) | Ex-Dividend | Feb 7 | $0.44 |
 AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (JavierPrada) | Pay Day | Feb 10 | $0.70 |
 DE (JavierPrada) | Pay Day | Feb 10 | $1.62 |
V | Ex-Dividend | Feb 11 | $0.59 |
 ARCB (GlobalLogistics) | Ex-Dividend | Feb 11 | $0.12 |
 TGT (JavierPrada) | Ex-Dividend | Feb 12 | $1.12 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
NOKIA.HE | Pay Day | Feb 13 | $0.03 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
SHEL.L (ingruc) | Ex-Dividend | Feb 13 | $0.36 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
O | Pay Day | Feb 14 | $0.26 |
 SBUX (JavierPrada) | Ex-Dividend | Feb 14 | $0.61 |
 EQNR (Hedgewealth) | Ex-Dividend | Feb 14 | $0.35 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 LSTR (GlobalLogistics) | Ex-Dividend | Feb 18 | $0.36 |
 MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
 IMB.L (ingruc) | Ex-Dividend | Feb 20 | $0.69 |
NSC (GlobalLogistics) | Pay Day | Feb 20 | $1.35 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
RPRX | Ex-Dividend | Feb 21 | $0.22 |
 SIG (ingruc) | Pay Day | Feb 21 | $0.29 |
JBHT (GlobalLogistics) | Pay Day | Feb 21 | $0.44 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
ARCB (GlobalLogistics) | Pay Day | Feb 25 | $0.12 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
SBUX (JavierPrada) | Pay Day | Feb 28 | $0.61 |
EQNR (Hedgewealth) | Pay Day | Feb 28 | $0.35 |
TGT (JavierPrada) | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 CI (JavierPrada) | Ex-Dividend | Mar 5 | $1.51 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
PFE (JavierPrada) | Pay Day | Mar 7 | $0.43 |
PFE (ingruc) | Pay Day | Mar 7 | $0.43 |
BLK (Hedgewealth) | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
RPRX | Pay Day | Mar 10 | $0.22 |
 CNI (GlobalLogistics) | Ex-Dividend | Mar 10 | $0.62 |
LSTR (GlobalLogistics) | Pay Day | Mar 11 | $0.36 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 SNDR (GlobalLogistics) | Ex-Dividend | Mar 14 | $0.10 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
CI (JavierPrada) | Pay Day | Mar 20 | $1.51 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
STMPA.PA | Ex-Dividend | Mar 24 | $0.09 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
SHEL.L (ingruc) | Pay Day | Mar 24 | $0.36 |
BLK (Hedgewealth) | Pay Day | Mar 24 | $5.21 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
STMPA.PA | Pay Day | Mar 26 | $0.09 |
LMT | Pay Day | Mar 28 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
 CP (GlobalLogistics) | Ex-Dividend | Mar 28 | $0.13 |
IMB.L (ingruc) | Pay Day | Mar 31 | $0.69 |
CNI (GlobalLogistics) | Pay Day | Mar 31 | $0.62 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
SNDR (GlobalLogistics) | Pay Day | Apr 9 | $0.10 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
CP (GlobalLogistics) | Pay Day | Apr 28 | $0.13 |
 AKZA.NV (JavierPrada) | Ex-Dividend | Apr 29 | $1.61 |
AKZA.NV (JavierPrada) | Pay Day | May 7 | $1.61 |
 DIS (JavierPrada) | Ex-Dividend | Jun 24 | $0.50 |
DIS (JavierPrada) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.5/10
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-6.82
-6.82
-7
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.11
0.11
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.87
0.87
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.09
0.09
0
1
2
3
3
Jensen's Alpha
-6.82
-6.82
-7
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.11
0.11
0
0.75
1.25
2
2
Information Ratio
-0.68
-0.68
-1
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.2% | Jul 2021 | Mar 2024 | 32 |
-4.99% | Dec 2024 | - | 2 |
-2.2% | Apr 2024 | May 2024 | 1 |
-1.62% | Jun 2024 | Sep 2024 | 3 |
-1.53% | Oct 2024 | Nov 2024 | 1 |