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+0.45%
Today
+2.18%
This Month
+5.54%
Year To Date
+5.54%
2 Years
+5.54%
5 Years
+38.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs73.88%
- 👥 Copy Trading26.08%
- 💵 Cash0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE73.88%
- 🇺🇸 Nasdaq18.65%
- 🇺🇸 NYSE7.37%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.47%
- 🇨🇳 China0.92%
- 🇹🇼 Taiwan0.64%
Dividends
Dividend Yield
0.09%
1 out of 2 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: BigTech (0.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BigTech | 0.09% | 0.34% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 V (BigTech) | Pay Day | Dec 2 | $0.59 |
 NVDA (BigTech) | Ex-Dividend | Dec 5 | $0.01 |
 QCOM (BigTech) | Ex-Dividend | Dec 5 | $0.85 |
 GOOGL (BigTech) | Ex-Dividend | Dec 9 | $0.20 |
 MSFT (BigTech) | Pay Day | Dec 12 | $0.83 |
 AMAT (BigTech) | Pay Day | Dec 12 | $0.40 |
 TSM (BigTech) | Ex-Dividend | Dec 12 | $0.62 |
 TMO (BigTech) | Ex-Dividend | Dec 13 | $0.39 |
GOOGL (BigTech) | Pay Day | Dec 16 | $0.20 |
QCOM (BigTech) | Pay Day | Dec 19 | $0.85 |
NVDA (BigTech) | Pay Day | Dec 27 | $0.01 |
TSM (BigTech) | Pay Day | Jan 9 | $0.62 |
TMO (BigTech) | Pay Day | Jan 15 | $0.39 |
Performance Metrics
Score 4.2/10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.09
0.09
0
0.8
1.2
0
2
Sharpe Ratio
0.26
0.26
0
0.5
1
1.5
1.5
Sortino Ratio
0.55
0.55
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
0.53
0.53
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
-0.94
-0.94
-1
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-0.21% | Sep 2024 | Oct 2024 | 1 |
-0.08% | Jun 2024 | Jul 2024 | 1 |