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+0.1%
Today
+0.1%
This Month
-6.05%
Year To Date
+971.43%
2 Years
+6.34%
5 Years
+1.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash48.94%
- 📈 Indexes18.18%
- 👥 Copy Trading17.9%
- 💻 Electronic Technology7.8%
- 💰 Finance6.15%
- 🖥️ Technology Services1.55%
- 🪙 Cryptocurrencies0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.72%
- 🌍 CFD18.18%
- 🇺🇸 NYSE9.95%
- 🇬🇧 LSE2.65%
- 🌍 Digital Currency0.89%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.93%
- 🇬🇧 United Kingdom2.65%
- 🇨🇳 China1.43%
- 🇹🇼 Taiwan0.66%
- 🇱🇺 Luxembourg0.35%
- 🇮🇪 Ireland0.31%
Dividends
Dividend Yield
0.42%
4 out of 8 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PHNX.L (10.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHNX.L | 0.27% | 10.22% | $0.53 |
 BLK | 0.07% | 1.91% | $20.2 |
 AAPL | 0.04% | 0.53% | $0.97 |
 AI-Revolution | 0.04% | 0.22% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5.3/10
Beta
2.02
2.02
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
6.64
6.64
-2
0
2
7
7
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
2.02
2.02
0
0.8
1.2
0
3
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
6.64
6.64
-2
0
2
7
7
Omega Ratio
1.25
1.25
0
1
1.5
2.5
2.5
Treynor Ratio
1.66
1.66
0
0.75
1.25
2
2
Information Ratio
0.28
0.28
0
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.54% | Sep 2020 | - | 53 |
-5.02% | Jul 2020 | Aug 2020 | 1 |