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-0.22%
Today
-0.22%
This Month
+1.55%
Year To Date
+40.9%
2 Years
-3.61%
5 Years
-1.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading23.2%
- 🪙 Cryptocurrencies14.63%
- 💻 Electronic Technology12.74%
- 🖥️ Technology Services11.48%
- 🚗 Consumer Durables8.18%
- 📊 ETFs6.26%
- 🍞 Consumer Non Durables4.09%
- 🛠️ Producer Manufacturing2.82%
- 🧬 Health Technology2.64%
- 💵 Cash2.63%
- 🛍️ Retail Trade2.47%
- ⚡ Utilities2.35%
- 🧪 Process Industries2.16%
- 💰 Finance1.56%
- 💼 Commercial Services0.92%
- ⛏️ Energy Minerals0.54%
- 🪨 Non Energy Minerals0.2%
- 🏭 Industrial Services0.18%
- 🚚 Transportation0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.34%
- 🇺🇸 NYSE15.23%
- 🌍 Digital Currency15%
- 🇩🇪 FRA5.88%
- 🇭🇰 Hong Kong Exchanges3.6%
- 🇬🇧 LSE2.19%
- 🇫🇷 Euronext Paris2.14%
- 🇩🇰 Copenhagen Stock Exchange1.65%
- 🇳🇱 Euronext Amsterdam1.05%
- 🇸🇦 Tadawul0.54%
- 🇨🇭 SIX0.35%
- 🇪🇸 Bolsa De Madrid0.23%
- 🇩🇪 Xetra ETFs0.2%
- 🇫🇮 Helsinki Stock Exchange0.19%
- 🇳🇴 Oslo Stock Exchange0.15%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇮🇹 Borsa Italiana0.08%
- 🌍 FX0.03%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.15%
- 🇩🇪 Germany5.88%
- 🇨🇳 China3.8%
- 🇫🇷 France2.14%
- 🇨🇦 Canada1.95%
- 🇩🇰 Denmark1.85%
- 🇬🇧 United Kingdom1.77%
- 🇳🇱 Netherlands1.38%
- 🇰🇷 South Korea0.58%
- 🇨🇭 Switzerland0.55%
- 🇸🇦 Saudi Arabia0.54%
- 🇮🇱 Israel0.49%
- 🇹🇼 Taiwan0.45%
- 🇮🇪 Ireland0.44%
- 🇪🇸 Spain0.23%
- 🇭🇰 Hong Kong0.22%
- 🇫🇮 Finland0.19%
- 🇬🇷 Greece0.15%
- 🇳🇴 Norway0.15%
- 🇸🇪 Sweden0.09%
- 🇮🇹 Italy0.08%
- 🇧🇷 Brazil0.07%
- 🇧🇲 Bermuda0.07%
- 🇮🇳 India0.03%
- 🇱🇺 Luxembourg0.02%
- 🇦🇺 Australia0.02%
- 🇸🇬 Singapore0.02%
- 🇰🇾 Cayman Islands0.01%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
0.82%
51 out of 158 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Haukro | 0.13% | 3.58% | - |
 RenewableEnergy | 0.07% | 2.08% | - |
 BRBY.L | 0.06% | 5.12% | $0.61 |
 FundManagerZech | 0.04% | 2.6% | - |
 PAH3.DE | 0.04% | 6.73% | $2.56 |
 VWO | 0.04% | 9.6% | - |
 SAOC | 0.04% | 6.74% | $1.87 |
 NEE | 0.03% | 2.88% | $1.97 |
 P911.DE | 0.03% | 3.74% | $2.31 |
 2BSmart | 0.03% | 0.54% | - |
 KER.PA | 0.03% | 4.54% | $14 |
 HEIA.NV | 0.02% | 2.57% | $1.73 |
 ICLN | 0.02% | 2.01% | - |
 LG2001 | 0.02% | 1.78% | - |
 Chip-Tech | 0.02% | 0.64% | - |
 Gserdan | 0.02% | 0.66% | - |
 ALB | 0.02% | 1.91% | $1.6 |
 01211.HK | 0.02% | 1.25% | $3.41 |
 INTC | 0.01% | 2.57% | $0.5 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 SHL.DE | 0.01% | 1.73% | $0.95 |
 MSFT | 0.01% | 0.76% | $3 |
 BigTech | 0.01% | 0.36% | - |
 MC.PA | 0.01% | 1.85% | $13 |
 GOOG | 0.01% | 0.29% | $0.2 |
 EOAN.DE | 0.01% | 4.64% | $0.53 |
 AAPL | 0.01% | 0.53% | $0.97 |
 AIXA.DE | 0.01% | 2.97% | $0.4 |
 LHA.DE | 0.01% | 4.79% | $0.3 |
 META | 0% | 0.29% | $1 |
 9988.HK | 0% | 1.11% | $0.98 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 ORSTED.CO | 0% | 0.46% | - |
 PUM.DE | 0% | 2.68% | $0.82 |
 00285.HK | 0% | 1.4% | $0.59 |
 0700.HK | 0% | 0.85% | $3.4 |
 RMS.PA | 0% | 0.92% | $25 |
 SAP.DE | 0% | 0.82% | $2.2 |
 NVO | 0% | 1.21% | $0.98 |
 NVDA | 0% | 0.03% | $0.02 |
 IQQH.DE | 0% | 1.76% | - |
 V | 0% | 0.65% | $2.01 |
 LIT | 0% | 0.05% | - |
 WM | 0% | 1.36% | $2.9 |
 RSG | 0% | 1.03% | $2.14 |
 ADS.DE | 0% | 0.28% | $0.7 |
 EA | 0% | 0.62% | $0.76 |
 ACLN.ZU | 0% | 1.85% | $0.85 |
 MANTA.HE | 0% | 6.94% | $0.33 |
 NLOP | 0% | 1.07% | $0.34 |
 SCCO | 0% | 2.17% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MPLX (Haukro) | Ex-Dividend | Feb 3 | $0.96 |
 MA (2BSmart) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (Gserdan) | Ex-Dividend | Feb 10 | $0.25 |
 AEP (RenewableEnergy) | Ex-Dividend | Feb 10 | $0.93 |
AAPL (2BSmart) | Ex-Dividend | Feb 10 | $0.25 |
 OHI (Haukro) | Ex-Dividend | Feb 10 | $0.67 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
V (2BSmart) | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (Gserdan) | Pay Day | Feb 13 | $0.25 |
AAPL (2BSmart) | Pay Day | Feb 13 | $0.25 |
 SHEL.L (Haukro) | Ex-Dividend | Feb 13 | $0.36 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
 TER (Chip-Tech) | Ex-Dividend | Feb 14 | $0.12 |
 DUK (RenewableEnergy) | Ex-Dividend | Feb 14 | $1.04 |
 CF (Haukro) | Ex-Dividend | Feb 14 | $0.50 |
 ENB (Haukro) | Ex-Dividend | Feb 14 | $0.67 |
 ADC (Haukro) | Pay Day | Feb 14 | $0.25 |
MPLX (Haukro) | Pay Day | Feb 14 | $0.96 |
 LNT (RenewableEnergy) | Pay Day | Feb 18 | $0.51 |
 SO (Haukro) | Ex-Dividend | Feb 18 | $0.72 |
 00384.HK (Haukro) | Pay Day | Feb 18 | $0.02 |
OHI (Haukro) | Pay Day | Feb 18 | $0.67 |
 APLE (Haukro) | Pay Day | Feb 18 | $0.08 |
SHL.DE | Ex-Dividend | Feb 19 | $0.99 |
 ENTG (Chip-Tech) | Pay Day | Feb 19 | $0.10 |
 ED (RenewableEnergy) | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (Chip-Tech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (Gserdan) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (2BSmart) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Haukro) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
SHL.DE | Pay Day | Feb 21 | $0.99 |
 SMG (Haukro) | Ex-Dividend | Feb 21 | $0.66 |
 RY (Haukro) | Pay Day | Feb 24 | $1.05 |
SCCO | Pay Day | Feb 27 | $0.70 |
 SSE.L (RenewableEnergy) | Pay Day | Feb 27 | $0.27 |
CF (Haukro) | Pay Day | Feb 28 | $0.50 |
 STAG (Haukro) | Ex-Dividend | Feb 28 | $0.12 |
ENB (Haukro) | Pay Day | Mar 1 | $0.67 |
V | Pay Day | Mar 3 | $0.59 |
V (2BSmart) | Pay Day | Mar 3 | $0.59 |
 IGG.L (Haukro) | Pay Day | Mar 3 | $0.17 |
 QCOM (Chip-Tech) | Ex-Dividend | Mar 6 | $0.85 |
SO (Haukro) | Pay Day | Mar 6 | $0.72 |
QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
 BLK (Gserdan) | Ex-Dividend | Mar 7 | $5.21 |
SMG (Haukro) | Pay Day | Mar 7 | $0.66 |
AEP (RenewableEnergy) | Pay Day | Mar 10 | $0.93 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT (Chip-Tech) | Pay Day | Mar 13 | $0.40 |
MSFT (Gserdan) | Pay Day | Mar 13 | $0.83 |
MSFT (2BSmart) | Pay Day | Mar 13 | $0.83 |
MSFT (Haukro) | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
TER (Chip-Tech) | Pay Day | Mar 14 | $0.12 |
ED (RenewableEnergy) | Pay Day | Mar 14 | $0.85 |
DUK (RenewableEnergy) | Pay Day | Mar 17 | $1.04 |
STAG (Haukro) | Pay Day | Mar 17 | $0.12 |
 TSM (Chip-Tech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Gserdan) | Ex-Dividend | Mar 18 | $0.69 |
TSM (2BSmart) | Ex-Dividend | Mar 18 | $0.69 |
 HBAN (Haukro) | Ex-Dividend | Mar 18 | $0.16 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
BLK (Gserdan) | Pay Day | Mar 24 | $5.21 |
SHEL.L (Haukro) | Pay Day | Mar 24 | $0.36 |
 TTE.PA (Haukro) | Ex-Dividend | Mar 26 | $0.86 |
QCOM (Chip-Tech) | Pay Day | Mar 27 | $0.85 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
TTE.PA (Haukro) | Pay Day | Apr 1 | $0.86 |
 APD (Haukro) | Ex-Dividend | Apr 1 | $1.79 |
HBAN (Haukro) | Pay Day | Apr 1 | $0.16 |
TSM (Chip-Tech) | Pay Day | Apr 10 | $0.69 |
TSM (Gserdan) | Pay Day | Apr 10 | $0.69 |
TSM (2BSmart) | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
APD (Haukro) | Pay Day | May 12 | $1.79 |
 DIS (Gserdan) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Gserdan) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.1/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-9.63
-9.63
-10
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-9.63
-9.63
-10
0
2
4.5
4.5
Omega Ratio
0.71
0.71
0
1
1.5
2.5
2.5
Treynor Ratio
-0.05
-0.05
-1
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.71% | Nov 2021 | - | 39 |