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0%
Today
0%
This Month
+3.81%
Year To Date
-10.05%
2 Years
-36.22%
5 Years
-9.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.04%
- 🚗 Consumer Durables18.2%
- 🖥️ Technology Services15.77%
- 💻 Electronic Technology15.68%
- 🧩 Miscellaneous11.74%
- 💰 Finance7.53%
- 🛠️ Producer Manufacturing1.33%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq37.54%
- 🇺🇸 NYSE17.7%
- 🇩🇪 FRA13.58%
- 🇬🇧 LSE11.74%
- 🇮🇹 Borsa Italiana6.33%
- 🇫🇷 Euronext Paris5.03%
- 🇳🇱 Euronext Amsterdam4.7%
- 🇫🇮 Helsinki Stock Exchange1.33%
- 🇪🇸 Bolsa De Madrid0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.72%
- 🇩🇪 Germany12.55%
- 🇬🇧 United Kingdom12.36%
- 🇳🇱 Netherlands11.26%
- 🇫🇷 France5.03%
- 🇨🇳 China2.08%
- 🇸🇪 Sweden1.33%
- 🇦🇹 Austria1.03%
- 🇨🇦 Canada0.8%
- 🇮🇪 Ireland0.76%
- 🇹🇼 Taiwan0.67%
- 🇮🇹 Italy0.35%
- 🇪🇸 Spain0.25%
Dividends
Dividend Yield
2.53%
18 out of 22 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $JKS (14.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 STLAM.MI | 0.72% | 12.01% | $1.55 |
 BMW.DE | 0.47% | 7.62% | $6 |
 PAH3.DE | 0.31% | 6.73% | $2.56 |
 Utilities | 0.26% | 3.66% | - |
 JKS | 0.17% | 14.25% | $1.48 |
 VOW3.DE | 0.14% | 9.21% | $9.06 |
 BNP.PA | 0.12% | 7.02% | $4.6 |
 BigTech | 0.07% | 0.36% | - |
 SSABAH.HE | 0.07% | 4.95% | $0.43 |
 EBO.DE | 0.05% | 4.55% | - |
 LMT | 0.05% | 2.79% | $12.45 |
 ASML.NV | 0.04% | 0.89% | $6.1 |
 AIR.PA | 0.03% | 1.08% | $1.8 |
 META | 0.01% | 0.29% | $1 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 AAPL | 0.01% | 0.53% | $0.97 |
 PSH.L | 0% | 0.01% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 NI (Utilities) | Ex-Dividend | Feb 3 | $0.28 |
 PNW (Utilities) | Ex-Dividend | Feb 3 | $0.90 |
 FE (Utilities) | Ex-Dividend | Feb 7 | $0.42 |
 AWK (Utilities) | Ex-Dividend | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
 AEP (Utilities) | Ex-Dividend | Feb 10 | $0.93 |
 ETR (Utilities) | Ex-Dividend | Feb 10 | $0.60 |
AAPL | Pay Day | Feb 13 | $0.25 |
PSH.L | Ex-Dividend | Feb 13 | $0.16 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
 DUK (Utilities) | Ex-Dividend | Feb 14 | $1.04 |
 WEC (Utilities) | Ex-Dividend | Feb 14 | $0.89 |
 SO (Utilities) | Ex-Dividend | Feb 18 | $0.72 |
 LNT (Utilities) | Pay Day | Feb 18 | $0.51 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
 ED (Utilities) | Ex-Dividend | Feb 19 | $0.85 |
 MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
 CNP (Utilities) | Ex-Dividend | Feb 20 | $0.22 |
NI (Utilities) | Pay Day | Feb 20 | $0.28 |
 D (Utilities) | Ex-Dividend | Feb 28 | $0.67 |
FE (Utilities) | Pay Day | Mar 1 | $0.42 |
WEC (Utilities) | Pay Day | Mar 1 | $0.89 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
ETR (Utilities) | Pay Day | Mar 3 | $0.60 |
PNW (Utilities) | Pay Day | Mar 3 | $0.90 |
 ES (Utilities) | Ex-Dividend | Mar 4 | $0.75 |
AWK (Utilities) | Pay Day | Mar 4 | $0.76 |
 QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
SO (Utilities) | Pay Day | Mar 6 | $0.72 |
AEP (Utilities) | Pay Day | Mar 10 | $0.93 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
CNP (Utilities) | Pay Day | Mar 13 | $0.22 |
ED (Utilities) | Pay Day | Mar 14 | $0.85 |
DUK (Utilities) | Pay Day | Mar 17 | $1.04 |
 TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
D (Utilities) | Pay Day | Mar 20 | $0.67 |
PSH.L | Pay Day | Mar 21 | $0.16 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
LMT | Pay Day | Mar 28 | $3.30 |
ES (Utilities) | Pay Day | Mar 31 | $0.75 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.6/10
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-14.13
-14.13
-15
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.95
-0.95
-1
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
0.6
0.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-14.13
-14.13
-15
0
2
4.5
4.5
Omega Ratio
0.58
0.58
0
1
1.5
2.5
2.5
Treynor Ratio
-0.95
-0.95
-1
0.75
1.25
2
2
Information Ratio
-0.69
-0.69
-1
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.87% | Feb 2021 | - | 48 |
-10.13% | Apr 2020 | Aug 2020 | 4 |
-1.18% | Sep 2020 | Oct 2020 | 1 |