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-0.68%
Today
-0.68%
This Month
+3.08%
Year To Date
+67.36%
2 Years
+23.47%
5 Years
+6.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash22.75%
- 🪙 Cryptocurrencies20.94%
- 💻 Electronic Technology17.33%
- 👥 Copy Trading10.52%
- 🖥️ Technology Services8.93%
- 💰 Finance4.39%
- 🛍️ Retail Trade2.51%
- 🚚 Transportation2.5%
- 💼 Commercial Services2.13%
- 💇♀️ Consumer Services1.9%
- 🍞 Consumer Non Durables1.68%
- 🧬 Health Technology1.45%
- 🪨 Non Energy Minerals1.22%
- 🚗 Consumer Durables1.03%
- 🛠️ Producer Manufacturing1.01%
- ⛏️ Energy Minerals0.56%
- 📦 Distribution Services0.41%
- 🏥 Health Services0.37%
- ⚡ Utilities0.29%
- 📊 ETFs0.27%
- 🧪 Process Industries0.11%
- 📡 Communications0.06%
- 🏭 Industrial Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency24.89%
- 🇺🇸 Nasdaq19.02%
- 🇬🇧 LSE17.67%
- 🇺🇸 NYSE15.1%
- 🇫🇷 Euronext Paris0.44%
- 🇮🇹 Borsa Italiana0.43%
- 🇩🇪 FRA0.29%
- 🇩🇰 Copenhagen Stock Exchange0.26%
- 🇳🇱 Euronext Amsterdam0.26%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇨🇭 SIX0.11%
- 🌍 Commodity0.07%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🌍 FX0.04%
- 🇧🇪 Euronext Brussels0.04%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇦🇺 Sydney0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.47%
- 🇬🇧 United Kingdom18.23%
- 🇨🇳 China1.09%
- 🇺🇾 Uruguay0.89%
- 🇫🇷 France0.44%
- 🇮🇹 Italy0.43%
- 🇨🇦 Canada0.33%
- 🇧🇷 Brazil0.32%
- 🇩🇪 Germany0.32%
- 🇮🇱 Israel0.32%
- 🇨🇭 Switzerland0.32%
- 🇮🇪 Ireland0.3%
- 🇩🇰 Denmark0.26%
- 🇳🇱 Netherlands0.21%
- 🇹🇼 Taiwan0.2%
- 🇭🇰 Hong Kong0.14%
- 🇰🇾 Cayman Islands0.08%
- 🇸🇬 Singapore0.06%
- 🇸🇪 Sweden0.06%
- 🇧🇪 Belgium0.04%
- 🇱🇺 Luxembourg0.03%
- 🇦🇺 Australia0.01%
- 🇯🇵 Japan0.01%
- 🇳🇴 Norway0.01%
- 🇫🇮 Finland0%
- 🇬🇮 Gibraltar0%
Dividends
Dividend Yield
0.59%
109 out of 293 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: $SBNY (196.69%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.03% | 4.67% | $0.03 |
 NWG.L | 0.03% | 4.05% | $0.17 |
 PBR | 0.03% | 18.77% | $1.73 |
 RIO | 0.03% | 7.18% | $4.34 |
 F | 0.02% | 7.74% | $0.78 |
 LGEN.L | 0.02% | 8.52% | $0.2 |
 Private-Equity | 0.02% | 1.76% | - |
 ULVR.L | 0.02% | 3.17% | $1.47 |
 UCG.MI | 0.02% | 4.11% | $1.8 |
 SPG | 0.01% | 4.66% | $7.75 |
 IMB.L | 0.01% | 6.32% | $1.49 |
 ABDN.L | 0.01% | 9.46% | $0.15 |
 KO | 0.01% | 3.06% | $1.89 |
 IAG.L | 0.01% | 0.61% | - |
 Richardstroud | 0.01% | 2.48% | - |
 INGA.NV | 0.01% | 6.89% | $1.11 |
 AGNC | 0.01% | 14.44% | $1.44 |
 bhavesh_spx | 0.01% | 1.05% | - |
 PHNX.L | 0.01% | 10.22% | $0.53 |
 NEE | 0.01% | 2.88% | $1.97 |
 NLY | 0.01% | 12.74% | $2.6 |
 CPHequities | 0.01% | 0.72% | - |
 TTE.PA | 0.01% | 5.61% | $3.06 |
 AAL.L | 0.01% | 2.74% | $0.77 |
 FANG | 0.01% | 5.04% | $9.26 |
 VALE | 0.01% | 9.88% | $1.33 |
 pino428 | 0.01% | 0.88% | - |
 LHA.DE | 0.01% | 4.79% | $0.3 |
 ABBV | 0.01% | 3.42% | $6.06 |
 GLEN.L | 0.01% | 2.9% | $0.1 |
 AAPL | 0.01% | 0.53% | $0.97 |
 V | 0.01% | 0.65% | $2.01 |
 IBM | 0.01% | 2.61% | $6.65 |
 Fin-Tech | 0.01% | 0.5% | - |
 EVR.L | 0.01% | 17.85% | - |
 AZN | 0.01% | 2.06% | $1.42 |
 ITV.L | 0.01% | 6.75% | $0.05 |
 PFE | 0.01% | 6.37% | $1.66 |
 CI | 0.01% | 1.94% | $5.26 |
 DIS | 0.01% | 0.88% | $0.75 |
 BARC.L | 0.01% | 2.77% | $0.08 |
 BLK | 0% | 1.91% | $20.2 |
 VOD | 0% | 8.15% | $0.94 |
 O | 0% | 5.73% | $3.09 |
 RTX | 0% | 1.92% | $2.44 |
 LMT | 0% | 2.79% | $12.45 |
 GOOG | 0% | 0.29% | $0.2 |
 CRM | 0% | 0.47% | $0.4 |
 MAERSKB.CO | 0% | 4.86% | $515 |
 META | 0% | 0.29% | $1 |
 WHR | 0% | 6.67% | $7 |
 AEM | 0% | 1.74% | $1.6 |
 PSN.L | 0% | 4.76% | $0.6 |
 MU | 0% | 0.5% | $0.46 |
 CVS | 0% | 4.71% | $2.54 |
 IIPR | 0% | 10.49% | $7.34 |
 JPM | 0% | 1.8% | $4.4 |
 MSFT | 0% | 0.76% | $3 |
 STAN.L | 0% | 2.19% | $0.22 |
 IRM | 0% | 2.69% | $2.6 |
 GRG.L | 0% | 0.88% | $0.6 |
 ETN | 0% | 1.15% | $3.6 |
 AI-Revolution | 0% | 0.22% | - |
 DLG.L | 0% | 2.24% | $0.04 |
 EOG | 0% | 2.95% | $5.06 |
 MOS | 0% | 3.05% | $0.82 |
 AEO | 0% | 3.1% | $0.48 |
 MMM | 0% | 2.37% | $5.21 |
 TGT | 0% | 3.23% | $4.42 |
 BRFS | 0% | 2.33% | - |
 CNQ | 0% | 5.21% | $1.48 |
 FCX | 0% | 1.67% | $0.6 |
 INTU | 0% | 0.65% | $3.6 |
 AIR.PA | 0% | 1.08% | $1.8 |
 LRCX | 0% | 1.06% | $8 |
 EZJ.L | 0% | 0.88% | $0.05 |
 BABA | 0% | 0.99% | $0.98 |
 WMT | 0% | 0.85% | $0.81 |
 GE | 0% | 0.55% | $0.44 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 COST | 0% | 0.47% | $19.22 |
 RCL | 0% | 0.36% | - |
 MA | 0% | 0.49% | $2.46 |
 PARA | 0% | 1.84% | $0.2 |
 PSX | 0% | 3.82% | $4.3 |
 DEO | 0% | 3.43% | $3.99 |
 TSM | 0% | 0.93% | $1.74 |
 NUS | 0% | 3.66% | $0.9 |
 9988.HK | 0% | 1.11% | $0.98 |
 NEP | 0% | 34.11% | $3.49 |
 LFUS | 0% | 1.13% | $2.6 |
 FL | 0% | 1.89% | $1.6 |
 NVDA | 0% | 0.03% | $0.02 |
 X | 0% | 0.54% | $0.2 |
 VACN.ZU | 0% | 1.77% | $6.25 |
 AVGO | 0% | 0.98% | $19.7 |
 AMAT | 0% | 0.89% | $1.44 |
 TME | 0% | 1.11% | $0.12 |
 INTC | 0% | 2.57% | $0.5 |
 GOOGL | 0% | 0.29% | $0.2 |
 CAT | 0% | 1.49% | $5.31 |
 VFC | 0% | 1.39% | $0.57 |
 SBNY | 0% | 196.69% | $2.38 |
 SAP.DE | 0% | 0.82% | $2.2 |
 MRO.L | 0% | 0.9% | $0.05 |
 01177.HK | 0% | 2.13% | $0.05 |
 BBWI | 0% | 2.13% | $0.8 |
 GEV | 0% | 0.07% | - |
 GEHC | 0% | 0.14% | $0.12 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
O | Ex-Dividend | Feb 3 | $0.26 |
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
CVS (pino428) | Pay Day | Feb 3 | $0.66 |
MA | Pay Day | Feb 7 | $0.76 |
VOD | Pay Day | Feb 7 | $0.24 |
COST | Ex-Dividend | Feb 7 | $1.16 |
MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
 EXPN.L (Fin-Tech) | Pay Day | Feb 7 | $0.19 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
X | Ex-Dividend | Feb 10 | $0.05 |
AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (pino428) | Ex-Dividend | Feb 10 | $0.25 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
V (Richardstroud) | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
TGT (Richardstroud) | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
 SHEL.L (Richardstroud) | Ex-Dividend | Feb 13 | $0.36 |
AAPL (pino428) | Pay Day | Feb 13 | $0.25 |
ABBV | Pay Day | Feb 14 | $1.64 |
GEHC | Pay Day | Feb 14 | $0.04 |
O | Pay Day | Feb 14 | $0.26 |
 TER (pino428) | Ex-Dividend | Feb 14 | $0.12 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 PG (Richardstroud) | Pay Day | Feb 18 | $1.01 |
 JNJ (pino428) | Ex-Dividend | Feb 18 | $1.24 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
 DOYU | Pay Day | Feb 20 | $9.94 |
LFUS | Ex-Dividend | Feb 20 | $0.70 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (Richardstroud) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (pino428) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (pino428) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
COST | Pay Day | Feb 21 | $1.16 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
 SPGI (Richardstroud) | Ex-Dividend | Feb 26 | $0.96 |
 SSE.L (Richardstroud) | Pay Day | Feb 27 | $0.27 |
 IBKR (Fin-Tech) | Ex-Dividend | Feb 28 | $0.25 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
TGT (Richardstroud) | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
V (Richardstroud) | Pay Day | Mar 3 | $0.59 |
JNJ (pino428) | Pay Day | Mar 4 | $1.24 |
CI | Ex-Dividend | Mar 5 | $1.51 |
MOS | Ex-Dividend | Mar 6 | $0.22 |
LFUS | Pay Day | Mar 6 | $0.70 |
 QCOM (Richardstroud) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
PFE (pino428) | Pay Day | Mar 7 | $0.43 |
IBM | Pay Day | Mar 10 | $1.67 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
 ELV (pino428) | Ex-Dividend | Mar 10 | $1.71 |
 FIS (Fin-Tech) | Ex-Dividend | Mar 11 | $0.40 |
X | Pay Day | Mar 12 | $0.05 |
SPGI (Richardstroud) | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (Richardstroud) | Pay Day | Mar 13 | $0.83 |
MSFT (pino428) | Pay Day | Mar 13 | $0.83 |
AMAT (pino428) | Pay Day | Mar 13 | $0.40 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
TER (pino428) | Pay Day | Mar 14 | $0.12 |
IBKR (Fin-Tech) | Pay Day | Mar 14 | $0.25 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
MOS | Pay Day | Mar 20 | $0.22 |
CI | Pay Day | Mar 20 | $1.51 |
VFC | Pay Day | Mar 20 | $0.09 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L (Richardstroud) | Pay Day | Mar 24 | $0.36 |
ELV (pino428) | Pay Day | Mar 25 | $1.71 |
FIS (Fin-Tech) | Pay Day | Mar 25 | $0.40 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM (Richardstroud) | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
IMB.L | Pay Day | Mar 31 | $0.69 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS (Richardstroud) | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
DIS (Richardstroud) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.9/10
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.32
1.32
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.36
0.36
0
1
2
3
3
Jensen's Alpha
-7.28
-7.28
-8
0
2
4.5
4.5
Omega Ratio
0.83
0.83
0
1
1.5
2.5
2.5
Treynor Ratio
0.38
0.38
0
0.75
1.25
2
2
Information Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.27% | Sep 2021 | Nov 2024 | 38 |
-16.01% | May 2021 | Aug 2021 | 3 |
-2.03% | Dec 2024 | Jan 2025 | 1 |