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0%
Today
0%
This Month
+3.4%
Year To Date
+43.53%
2 Years
+23.15%
5 Years
+9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs32.85%
- 👥 Copy Trading26.99%
- 🚗 Consumer Durables20.33%
- 🖥️ Technology Services11.66%
- 💵 Cash2.21%
- 💻 Electronic Technology2.03%
- ⚡ Utilities1.41%
- 🪨 Non Energy Minerals1.04%
- 🛠️ Producer Manufacturing0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.55%
- 🇺🇸 Nasdaq38.1%
- 🇬🇧 LSE4.29%
- 🇫🇷 Euronext Paris4.04%
- 🇩🇪 FRA3.4%
- 🇮🇹 Borsa Italiana1.49%
- 🇨🇭 SIX1.18%
- 🇳🇱 Euronext Amsterdam1.1%
- 🇪🇸 Bolsa De Madrid0.87%
- 🇩🇰 Copenhagen Stock Exchange0.59%
- 🇩🇪 Xetra ETFs0.27%
- 🌍 FX0.23%
- 🌍 Digital Currency0.21%
- 🇭🇰 Hong Kong Exchanges0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.71%
- 🇫🇷 France4.04%
- 🇩🇪 Germany3.46%
- 🇰🇷 South Korea3.08%
- 🇬🇧 United Kingdom2.26%
- 🇨🇭 Switzerland1.63%
- 🇮🇹 Italy1.49%
- 🇳🇱 Netherlands1.46%
- 🇪🇸 Spain0.87%
- 🇩🇰 Denmark0.59%
- 🇱🇺 Luxembourg0.41%
- 🇮🇱 Israel0.05%
- 🇨🇳 China0.02%
Dividends
Dividend Yield
1.64%
11 out of 13 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $VIE.PA (4.53%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 EuropeEconomy | 0.48% | 3.19% | - |
 AOK | 0.48% | 3.23% | - |
 ARGT | 0.4% | 2.2% | - |
 VIE.PA | 0.06% | 4.53% | $1.25 |
 SMSN.L | 0.05% | 2.7% | $23.68 |
 PKX | 0.04% | 3.86% | $1.56 |
 Jonny1983 | 0.03% | 0.54% | - |
 META | 0.03% | 0.29% | $1 |
 RobertMERC | 0.03% | 2.89% | - |
 Wise_woman | 0.02% | 0.5% | - |
 MSFT | 0% | 0.76% | $3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (Jonny1983) | Pay Day | Feb 7 | $0.76 |
 PAYX (Jonny1983) | Ex-Dividend | Feb 7 | $0.98 |
 ASML.NV (EuropeEconomy) | Ex-Dividend | Feb 10 | $1.58 |
 AAPL (Jonny1983) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (Jonny1983) | Pay Day | Feb 10 | $0.70 |
 V (Jonny1983) | Ex-Dividend | Feb 11 | $0.59 |
 SHEL.L (EuropeEconomy) | Ex-Dividend | Feb 13 | $0.36 |
AAPL (Jonny1983) | Pay Day | Feb 13 | $0.25 |
 SIE.DE (EuropeEconomy) | Ex-Dividend | Feb 14 | $5.45 |
 ATKR (RobertMERC) | Ex-Dividend | Feb 18 | $0.32 |
SIE.DE (EuropeEconomy) | Pay Day | Feb 18 | $5.45 |
ASML.NV (EuropeEconomy) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Wise_woman) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Jonny1983) | Ex-Dividend | Feb 20 | $0.83 |
 IFX.DE (EuropeEconomy) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (EuropeEconomy) | Pay Day | Feb 25 | $0.37 |
PAYX (Jonny1983) | Pay Day | Feb 27 | $0.98 |
ATKR (RobertMERC) | Pay Day | Feb 28 | $0.32 |
V (Jonny1983) | Pay Day | Mar 3 | $0.59 |
 MOS (RobertMERC) | Ex-Dividend | Mar 6 | $0.22 |
 BLK (Jonny1983) | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Wise_woman) | Pay Day | Mar 13 | $0.83 |
MSFT (Jonny1983) | Pay Day | Mar 13 | $0.83 |
 HCA (Wise_woman) | Ex-Dividend | Mar 17 | $0.72 |
MOS (RobertMERC) | Pay Day | Mar 20 | $0.22 |
SHEL.L (EuropeEconomy) | Pay Day | Mar 24 | $0.36 |
BLK (Jonny1983) | Pay Day | Mar 24 | $5.21 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Mar 26 | $0.86 |
HCA (Wise_woman) | Pay Day | Mar 31 | $0.72 |
TTE.PA (EuropeEconomy) | Pay Day | Apr 1 | $0.86 |
Performance Metrics
Score 3.4/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-1.52
-1.52
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.41
0.41
0
1
2
3
3
Jensen's Alpha
-1.52
-1.52
-2
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.54
0.54
0
0.75
1.25
2
2
Information Ratio
-0.36
-0.36
-1
0.3
0.6
1
1
Calmar Ratio
0.3
0.3
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-24.95% | Apr 2022 | Sep 2024 | 29 |
-2.57% | Oct 2024 | Nov 2024 | 1 |