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-0.06%
Today
-0.06%
This Month
+4.97%
Year To Date
+20.62%
2 Years
+20.62%
5 Years
+14.15%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.95%
- 🖥️ Technology Services12.85%
- 🛍️ Retail Trade9.79%
- 💇♀️ Consumer Services7.57%
- 💻 Electronic Technology6.64%
- 💰 Finance5.42%
- 💼 Commercial Services4.4%
- ⚡ Utilities4.12%
- 🛠️ Producer Manufacturing3.94%
- 🧬 Health Technology3.62%
- 🧪 Process Industries3.03%
- 🪙 Cryptocurrencies2.31%
- 💵 Cash2.1%
- 🍞 Consumer Non Durables1.7%
- 🚚 Transportation1.56%
- 👥 Copy Trading1.55%
- 🏭 Industrial Services1.35%
- 📡 Communications1.29%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.13%
- 🇺🇸 Nasdaq25.87%
- 🇬🇧 LSE7.76%
- 🇪🇸 Bolsa De Madrid6.3%
- 🇫🇷 Euronext Paris2.96%
- 🇺🇸 Chicago Board Options Exchange2.86%
- 🇩🇪 FRA2.39%
- 🌍 Digital Currency2.31%
- 🇭🇰 Hong Kong Exchanges1.92%
- 🇳🇱 Euronext Amsterdam1.68%
- 🇮🇹 Borsa Italiana0.81%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇨🇭 SIX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.14%
- 🇪🇸 Spain6.3%
- 🇨🇳 China3.98%
- 🇫🇷 France2.96%
- 🇩🇪 Germany2.39%
- 🇺🇾 Uruguay1.79%
- 🇳🇱 Netherlands1.71%
- 🇮🇹 Italy0.81%
- 🇧🇷 Brazil0.41%
- 🇨🇭 Switzerland0.09%
- 🇯🇵 Japan0.06%
- 🇸🇪 Sweden0.05%
- 🇮🇱 Israel0.04%
- 🇭🇰 Hong Kong0.04%
- 🇰🇷 South Korea0.04%
Dividends
Dividend Yield
1.6%
37 out of 52 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ENGI.PA (9.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENGI.PA | 0.13% | 9.01% | $1.43 |
 IYR | 0.12% | 3.37% | - |
 MCHI | 0.12% | 3.68% | - |
 PFE | 0.09% | 6.37% | $1.66 |
 LI.PA | 0.09% | 6.27% | $1.8 |
 TEF.MC | 0.08% | 6.17% | $0.24 |
 MIDD.L | 0.08% | 2.59% | - |
 ISF.L | 0.08% | 2.37% | - |
 VOO | 0.07% | 1.26% | - |
 IBE.MC | 0.06% | 3.46% | $0.45 |
 RED.MC | 0.06% | 4.63% | $0.81 |
 MCD | 0.06% | 2.35% | $6.53 |
 KO | 0.05% | 3.06% | $1.89 |
 ENEL.MI | 0.05% | 6.28% | $0.43 |
 MRK | 0.05% | 3.2% | $3.04 |
 BLK | 0.04% | 1.91% | $20.2 |
 INTC | 0.03% | 2.57% | $0.5 |
 AMS.MC | 0.03% | 1.48% | $1 |
 CSCO | 0.03% | 2.64% | $1.58 |
 WMT | 0.02% | 0.85% | $0.81 |
 INDA | 0.02% | 0.78% | - |
 01211.HK | 0.02% | 1.25% | $3.41 |
 IEF | 0.02% | 1.32% | - |
 CTVA | 0.02% | 1.03% | $0.64 |
 BABA | 0.02% | 0.99% | $0.98 |
 SAP.DE | 0.02% | 0.82% | $2.2 |
 DIS | 0.02% | 0.88% | $0.75 |
 MSFT | 0.02% | 0.76% | $3 |
 ASML.NV | 0.01% | 0.89% | $6.1 |
 Driverless | 0.01% | 0.93% | - |
 IWP | 0.01% | 0.35% | - |
 V | 0.01% | 0.65% | $2.01 |
 DE | 0.01% | 1.27% | $5.76 |
 ECL | 0.01% | 0.94% | $2.24 |
 MA | 0.01% | 0.49% | $2.46 |
 GOOG | 0.01% | 0.29% | $0.2 |
 MU | 0% | 0.5% | $0.46 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
DE | Pay Day | Feb 10 | $1.62 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
 ST (Driverless) | Ex-Dividend | Feb 12 | $0.12 |
 SIE.DE (Driverless) | Ex-Dividend | Feb 14 | $5.45 |
SIE.DE (Driverless) | Pay Day | Feb 18 | $5.45 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
ST (Driverless) | Pay Day | Feb 26 | $0.12 |
V | Pay Day | Mar 3 | $0.59 |
CTVA | Ex-Dividend | Mar 3 | $0.17 |
 QCOM (Driverless) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
 GM (Driverless) | Ex-Dividend | Mar 7 | $0.12 |
MSFT | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
CTVA | Pay Day | Mar 17 | $0.17 |
GM (Driverless) | Pay Day | Mar 20 | $0.12 |
BLK | Pay Day | Mar 24 | $5.21 |
QCOM (Driverless) | Pay Day | Mar 27 | $0.85 |
MRK | Pay Day | Apr 7 | $0.81 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.2/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
2.12
2.12
0
0.3
0.6
3
3
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.41
0.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
-1.3
-1.3
-2
0.3
0.6
1
1
Calmar Ratio
2.12
2.12
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.92% | Apr 2024 | Jul 2024 | 3 |
-3.73% | Oct 2023 | Nov 2023 | 1 |
-3.23% | Dec 2024 | Jan 2025 | 1 |
-1.18% | Oct 2024 | Nov 2024 | 1 |
-0.25% | Jan 2024 | Feb 2024 | 1 |