Loading...
-0.79%
Today
-0.79%
This Month
+2.98%
Year To Date
+86.82%
2 Years
+58.6%
5 Years
+9.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.35%
- 🖥️ Technology Services13.12%
- 💵 Cash8.73%
- 📊 ETFs8.18%
- 💻 Electronic Technology8.08%
- 💰 Finance7.27%
- 💇♀️ Consumer Services4.87%
- 🧬 Health Technology4.51%
- 🚗 Consumer Durables4.24%
- ⛏️ Energy Minerals3.43%
- 🛍️ Retail Trade3.01%
- 🍞 Consumer Non Durables2.74%
- 💼 Commercial Services1.76%
- 🌾 Commodities1.46%
- 👥 Copy Trading1.35%
- 🪨 Non Energy Minerals1.25%
- 🧪 Process Industries0.08%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE37.08%
- 🇺🇸 Nasdaq25.79%
- 🌍 Digital Currency22.35%
- 🌍 Commodity1.46%
- 🇬🇧 LSE0.95%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.29%
- 🇨🇳 China4.12%
- 🇨🇦 Canada2.67%
- 🇧🇷 Brazil1.03%
- 🇬🇧 United Kingdom0.89%
- 🇺🇾 Uruguay0.53%
- 🇮🇱 Israel0.44%
- 🇨🇭 Switzerland0.2%
- 🇫🇷 France0.02%
- 🇫🇮 Finland0.01%
- 🇬🇮 Gibraltar0%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.83%
26 out of 66 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $FRCB (16875%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PBR | 0.19% | 18.77% | $1.73 |
 PLD | 0.08% | 3.22% | $3.66 |
 PFE | 0.08% | 6.37% | $1.66 |
 NKE | 0.05% | 1.96% | $1.45 |
 INTC | 0.04% | 2.57% | $0.5 |
 FRCB | 0.04% | 16875% | $1.08 |
 DIS | 0.04% | 0.88% | $0.75 |
 Richardstroud | 0.03% | 2.48% | - |
 GOLD.BARRICK | 0.03% | 2.47% | $0.4 |
 BP.L | 0.03% | 5.62% | $0.23 |
 OXY | 0.03% | 1.89% | $0.8 |
 BABA | 0.02% | 0.99% | $0.98 |
 QQQ | 0.02% | 0.64% | - |
 EMR | 0.02% | 1.62% | $2.1 |
 JNJ | 0.02% | 3.26% | $4.81 |
 VIG | 0.02% | 1.73% | - |
 AAPL | 0.02% | 0.53% | $0.97 |
 LLY | 0.02% | 0.67% | $4.86 |
 VOO | 0.01% | 1.26% | - |
 MSFT | 0.01% | 0.76% | $3 |
 GOOG | 0.01% | 0.29% | $0.2 |
 BN.US | 0.01% | 0.53% | $0.3 |
 EXPI | 0.01% | 1.76% | $0.2 |
 PAYC | 0.01% | 0.72% | $1.5 |
 CNR | 0% | 0.55% | $1.1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
 V (Richardstroud) | Ex-Dividend | Feb 11 | $0.59 |
 TGT (Richardstroud) | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
 SHEL.L (Richardstroud) | Ex-Dividend | Feb 13 | $0.36 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
 PG (Richardstroud) | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Richardstroud) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (Richardstroud) | Ex-Dividend | Feb 26 | $0.96 |
 SSE.L (Richardstroud) | Pay Day | Feb 27 | $0.27 |
TGT (Richardstroud) | Pay Day | Mar 1 | $1.12 |
V (Richardstroud) | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
 QCOM (Richardstroud) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
LLY | Pay Day | Mar 10 | $1.50 |
SPGI (Richardstroud) | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Richardstroud) | Pay Day | Mar 13 | $0.83 |
SHEL.L (Richardstroud) | Pay Day | Mar 24 | $0.36 |
QCOM (Richardstroud) | Pay Day | Mar 27 | $0.85 |
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 3.7/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-2.28
-2.28
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-2.28
-2.28
-3
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
0.82
0.82
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.22
0.22
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.86% | May 2021 | Nov 2024 | 42 |
-14.27% | Jan 2020 | Sep 2020 | 8 |
-3.86% | Sep 2019 | Nov 2019 | 2 |
-2.9% | Feb 2021 | Apr 2021 | 2 |
-1.35% | Oct 2020 | Nov 2020 | 1 |