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-0.58%
Today
-0.58%
This Month
+4.9%
Year To Date
+44.66%
2 Years
+21.53%
5 Years
+5.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies38.33%
- 👥 Copy Trading36.59%
- 📊 ETFs9.94%
- 💰 Finance3.31%
- 🖥️ Technology Services2.43%
- ⚡ Utilities2.04%
- 🧩 Miscellaneous1.33%
- 🧪 Process Industries0.97%
- 💵 Cash0.9%
- 🚗 Consumer Durables0.71%
- 🚚 Transportation0.47%
- 🛠️ Producer Manufacturing0.38%
- 📡 Communications0.36%
- 🍞 Consumer Non Durables0.08%
- 🪨 Non Energy Minerals0.08%
- 🧬 Health Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency38.4%
- 🇺🇸 NYSE19.15%
- 🇺🇸 Nasdaq19.07%
- 🇬🇧 LSE6.8%
- 🇫🇷 Euronext Paris5.24%
- 🇩🇪 FRA2.36%
- 🇨🇭 SIX1.24%
- 🇪🇸 Bolsa De Madrid1.09%
- 🇭🇰 Hong Kong Exchanges0.74%
- 🇸🇪 Stockholm Stock Exchange0.48%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇮🇹 Borsa Italiana0.33%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇫🇮 Helsinki Stock Exchange0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.19%
- 🇫🇷 France5.24%
- 🇬🇧 United Kingdom2.41%
- 🇩🇪 Germany2.36%
- 🇨🇳 China1.35%
- 🇨🇭 Switzerland1.28%
- 🇮🇱 Israel1.23%
- 🇹🇼 Taiwan1.18%
- 🇪🇸 Spain1.09%
- 🇨🇴 Colombia0.88%
- 🇱🇺 Luxembourg0.86%
- 🇧🇷 Brazil0.84%
- 🇮🇪 Ireland0.73%
- 🇸🇬 Singapore0.68%
- 🇸🇪 Sweden0.48%
- 🇯🇵 Japan0.44%
- 🇮🇹 Italy0.33%
- 🇨🇦 Canada0.27%
- 🇳🇱 Netherlands0.26%
- 🇩🇰 Denmark0.16%
- 🇮🇳 India0.12%
- 🇳🇴 Norway0.08%
- 🇫🇮 Finland0.04%
- 🇰🇷 South Korea0.03%
- 🇦🇺 Australia0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.03%
30 out of 37 instruments pay dividend.
37 dividend payments in the next 30 days.
Highest Dividend: $COFA.PA (8.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.2% | 3.36% | - |
 pooria1 | 0.19% | 3.09% | - |
 JeppeKirkBonde | 0.08% | 1.24% | - |
 AMUN.PA | 0.08% | 6% | $4.1 |
 VIE.PA | 0.07% | 4.53% | $1.25 |
 InTheGame | 0.05% | 0.43% | - |
 gauravk_in | 0.04% | 0.56% | - |
 COFA.PA | 0.04% | 8.35% | $1.3 |
 VEA | 0.04% | 5.71% | - |
 BLK | 0.03% | 1.91% | $20.2 |
 AV.L | 0.03% | 6.67% | $0.33 |
 VZ | 0.02% | 6.82% | $2.66 |
 VOO | 0.02% | 1.26% | - |
 IVV | 0.02% | 1.41% | - |
 AI.PA | 0.02% | 1.73% | $2.91 |
 IBE.MC | 0.02% | 3.46% | $0.45 |
 UCG.MI | 0.01% | 4.11% | $1.8 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 CFR.ZU | 0.01% | 1.55% | $2.75 |
 ALV.DE | 0.01% | 4.4% | $13.8 |
 FDX | 0.01% | 2.04% | $5.16 |
 SIE.DE | 0.01% | 2.52% | $4.7 |
 SAN.MC | 0.01% | 3.19% | $0.14 |
 BBVA.MC | 0% | 5.13% | $0.45 |
 QQQ | 0% | 0.64% | - |
 RI.PA | 0% | 4.26% | $4.7 |
 IWF | 0% | 0.42% | - |
 CRH.L | 0% | 1.3% | $1.61 |
 RMD | 0% | 0.88% | $1.92 |
 ALLY | 0% | 3.08% | $1.2 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
 T (pooria1) | Pay Day | Feb 3 | $0.28 |
VZ (pooria1) | Pay Day | Feb 3 | $0.68 |
 CVS (pooria1) | Pay Day | Feb 3 | $0.66 |
 BMY (pooria1) | Pay Day | Feb 3 | $0.62 |
 AMT (pooria1) | Pay Day | Feb 3 | $1.62 |
 O (pooria1) | Ex-Dividend | Feb 3 | $0.26 |
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA (pooria1) | Pay Day | Feb 7 | $0.76 |
 COST (pooria1) | Ex-Dividend | Feb 7 | $1.16 |
 AWK (pooria1) | Ex-Dividend | Feb 7 | $0.76 |
 MAIN (pooria1) | Ex-Dividend | Feb 7 | $0.25 |
MA (gauravk_in) | Pay Day | Feb 7 | $0.76 |
 AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (pooria1) | Ex-Dividend | Feb 10 | $0.25 |
 IBM (pooria1) | Ex-Dividend | Feb 10 | $1.67 |
 DE (pooria1) | Pay Day | Feb 10 | $1.62 |
 AEP (pooria1) | Ex-Dividend | Feb 10 | $0.93 |
 WTRG (pooria1) | Ex-Dividend | Feb 10 | $0.33 |
AAPL (gauravk_in) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (pooria1) | Ex-Dividend | Feb 11 | $0.59 |
V (gauravk_in) | Ex-Dividend | Feb 11 | $0.59 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
 XOM (pooria1) | Ex-Dividend | Feb 12 | $0.99 |
 TGT (pooria1) | Ex-Dividend | Feb 12 | $1.12 |
RMD | Ex-Dividend | Feb 13 | $0.53 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
AAPL (pooria1) | Pay Day | Feb 13 | $0.25 |
AAPL (gauravk_in) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ALLY | Pay Day | Feb 14 | $0.30 |
 CVX (pooria1) | Ex-Dividend | Feb 14 | $1.71 |
 CL (pooria1) | Pay Day | Feb 14 | $0.50 |
 SBUX (pooria1) | Ex-Dividend | Feb 14 | $0.61 |
 ABBV (pooria1) | Pay Day | Feb 14 | $1.64 |
 KR (pooria1) | Ex-Dividend | Feb 14 | $0.32 |
 EPD (pooria1) | Pay Day | Feb 14 | $0.54 |
 ENB (pooria1) | Ex-Dividend | Feb 14 | $0.67 |
O (pooria1) | Pay Day | Feb 14 | $0.26 |
MAIN (pooria1) | Pay Day | Feb 14 | $0.25 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
 JNJ (pooria1) | Ex-Dividend | Feb 18 | $1.24 |
 PG (pooria1) | Pay Day | Feb 18 | $1.01 |
 SO (pooria1) | Ex-Dividend | Feb 18 | $0.72 |
 LNT (pooria1) | Pay Day | Feb 18 | $0.51 |
 AOS (pooria1) | Pay Day | Feb 18 | $0.34 |
 AFL (pooria1) | Ex-Dividend | Feb 19 | $0.58 |
 MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (pooria1) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (pooria1) | Pay Day | Feb 20 | $1.41 |
 AMAT (pooria1) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (gauravk_in) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
COST (pooria1) | Pay Day | Feb 21 | $1.16 |
SBUX (pooria1) | Pay Day | Feb 28 | $0.61 |
 GS (pooria1) | Ex-Dividend | Feb 28 | $3.00 |
 TSN (pooria1) | Ex-Dividend | Feb 28 | $0.50 |
 D (pooria1) | Ex-Dividend | Feb 28 | $0.67 |
GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
TGT (pooria1) | Pay Day | Mar 1 | $1.12 |
KR (pooria1) | Pay Day | Mar 1 | $0.32 |
ENB (pooria1) | Pay Day | Mar 1 | $0.67 |
V (pooria1) | Pay Day | Mar 3 | $0.59 |
 LMT (pooria1) | Ex-Dividend | Mar 3 | $3.30 |
AFL (pooria1) | Pay Day | Mar 3 | $0.58 |
WTRG (pooria1) | Pay Day | Mar 3 | $0.33 |
V (gauravk_in) | Pay Day | Mar 3 | $0.59 |
LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
JNJ (pooria1) | Pay Day | Mar 4 | $1.24 |
AWK (pooria1) | Pay Day | Mar 4 | $0.76 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (pooria1) | Ex-Dividend | Mar 6 | $0.85 |
SO (pooria1) | Pay Day | Mar 6 | $0.72 |
QCOM (gauravk_in) | Ex-Dividend | Mar 6 | $0.85 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
 BAC (pooria1) | Ex-Dividend | Mar 7 | $0.26 |
 PFE (pooria1) | Pay Day | Mar 7 | $0.43 |
BLK (pooria1) | Ex-Dividend | Mar 7 | $5.21 |
BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
CVX (pooria1) | Pay Day | Mar 10 | $1.71 |
IBM (pooria1) | Pay Day | Mar 10 | $1.67 |
XOM (pooria1) | Pay Day | Mar 10 | $0.99 |
AEP (pooria1) | Pay Day | Mar 10 | $0.93 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
MSFT (pooria1) | Pay Day | Mar 13 | $0.83 |
AMAT (pooria1) | Pay Day | Mar 13 | $0.40 |
MSFT (gauravk_in) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
TSN (pooria1) | Pay Day | Mar 14 | $0.50 |
 ADP (pooria1) | Ex-Dividend | Mar 14 | $1.54 |
 MRK (pooria1) | Ex-Dividend | Mar 17 | $0.81 |
 TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
TSM (pooria1) | Ex-Dividend | Mar 18 | $0.69 |
TSM (gauravk_in) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
RMD | Pay Day | Mar 20 | $0.53 |
D (pooria1) | Pay Day | Mar 20 | $0.67 |
BLK | Pay Day | Mar 24 | $5.21 |
BLK (pooria1) | Pay Day | Mar 24 | $5.21 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
 TTE.PA (pooria1) | Ex-Dividend | Mar 26 | $0.86 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
QCOM (pooria1) | Pay Day | Mar 27 | $0.85 |
QCOM (gauravk_in) | Pay Day | Mar 27 | $0.85 |
BAC (pooria1) | Pay Day | Mar 28 | $0.26 |
LMT (pooria1) | Pay Day | Mar 28 | $3.30 |
GS (pooria1) | Pay Day | Mar 28 | $3.00 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
TTE.PA (pooria1) | Pay Day | Apr 1 | $0.86 |
ADP (pooria1) | Pay Day | Apr 1 | $1.54 |
 APD (pooria1) | Ex-Dividend | Apr 1 | $1.79 |
 CMCSA (pooria1) | Ex-Dividend | Apr 2 | $0.33 |
MRK (pooria1) | Pay Day | Apr 7 | $0.81 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
 GIS (pooria1) | Ex-Dividend | Apr 10 | $0.60 |
TSM (pooria1) | Pay Day | Apr 10 | $0.69 |
TSM (gauravk_in) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
CMCSA (pooria1) | Pay Day | Apr 23 | $0.33 |
 CDI.PA (pooria1) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (pooria1) | Pay Day | Apr 28 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
GIS (pooria1) | Pay Day | May 1 | $0.60 |
APD (pooria1) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 2.8/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-6.6
-6.6
-7
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-6.6
-6.6
-7
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.72
-0.72
-1
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-37.11% | Dec 2021 | Nov 2024 | 35 |
-7.66% | May 2021 | Nov 2021 | 6 |
-1.04% | Dec 2024 | Jan 2025 | 1 |