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-1.36%
Today
-1.36%
This Month
+5.93%
Year To Date
+6.3%
2 Years
+6.3%
5 Years
+15.79%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading19.3%
- 💻 Electronic Technology17.95%
- 🖥️ Technology Services14.94%
- 🪙 Cryptocurrencies8.17%
- 💵 Cash7.56%
- 💰 Finance7.26%
- 🛍️ Retail Trade5.93%
- ⛏️ Energy Minerals3.9%
- 💼 Commercial Services3.53%
- 📊 ETFs2.71%
- 🚗 Consumer Durables2.17%
- 🍞 Consumer Non Durables1.71%
- ⚡ Utilities1.41%
- 🧩 Miscellaneous0.49%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq35.46%
- 🇺🇸 NYSE18.88%
- 🌍 Digital Currency15.32%
- 🇳🇱 Euronext Amsterdam2.49%
- 🇬🇧 LSE1.81%
- 🇮🇹 Borsa Italiana1.41%
- 🇩🇪 Xetra ETFs1.41%
- 🇺🇸 Chicago Board Options Exchange1.3%
- 🇧🇪 Euronext Brussels0.58%
- 🇩🇪 FRA0.47%
- 🌍 Commodity0.08%
- 🌍 FX0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.43%
- 🇮🇹 Italy3.58%
- 🇬🇧 United Kingdom3.57%
- 🇮🇪 Ireland2.67%
- 🇳🇱 Netherlands2.49%
- 🇦🇺 Australia0.97%
- 🇰🇾 Cayman Islands0.67%
- 🇧🇪 Belgium0.58%
- 🇩🇪 Germany0.47%
- 🇨🇦 Canada0.4%
Dividends
Dividend Yield
0.62%
27 out of 54 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $LAND.L (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENEL.MI | 0.09% | 6.28% | $0.43 |
 PSX | 0.07% | 3.82% | $4.3 |
 MPC | 0.05% | 2.38% | $3.23 |
 EUN3.DE | 0.04% | 3% | - |
 KO | 0.03% | 3.06% | $1.89 |
 O | 0.03% | 5.73% | $3.09 |
 JPM | 0.03% | 1.8% | $4.4 |
 BLND.L | 0.03% | 6.09% | $0.23 |
 LAND.L | 0.03% | 6.94% | $0.4 |
 BBOX.L | 0.03% | 5.16% | $0.07 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 AXP | 0.02% | 0.88% | $2.6 |
 UTG.L | 0.02% | 4.21% | $0.35 |
 C | 0.02% | 2.71% | $2.12 |
 MSFT | 0.01% | 0.76% | $3 |
 VNA.DE | 0.01% | 3.04% | $0.9 |
 MU | 0.01% | 0.5% | $0.46 |
 AAPL | 0.01% | 0.53% | $0.97 |
 RACE | 0.01% | 0.64% | $2.64 |
 META | 0.01% | 0.29% | $1 |
 INDA | 0.01% | 0.78% | - |
 ABI.BR | 0.01% | 1.2% | $0.57 |
 PUK | 0.01% | 2.53% | $0.41 |
 MA | 0% | 0.49% | $2.46 |
 V | 0% | 0.65% | $2.01 |
 PROJECT10X | 0% | 0.02% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Feb 3 | $0.56 |
O | Ex-Dividend | Feb 3 | $0.26 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
O | Pay Day | Feb 14 | $0.26 |
MPC | Ex-Dividend | Feb 19 | $0.91 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
C | Pay Day | Feb 28 | $0.56 |
V | Pay Day | Mar 3 | $0.59 |
MPC | Pay Day | Mar 10 | $0.91 |
MSFT | Pay Day | Mar 13 | $0.83 |
Performance Metrics
Score 3/10
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-12.83
-12.83
-13
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Beta
1.17
1.17
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
-12.83
-12.83
-13
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
0.34
0.34
0
0.75
1.25
2
2
Information Ratio
-0.88
-0.88
-1
0.3
0.6
1
1
Calmar Ratio
1.19
1.19
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.15% | Dec 2024 | - | 2 |
-5.17% | Apr 2024 | Nov 2024 | 7 |