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-0.13%
Today
-0.13%
This Month
+6.35%
Year To Date
+40.03%
2 Years
+26.74%
5 Years
+5.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading59.31%
- 🖥️ Technology Services12.73%
- 🧬 Health Technology6.53%
- 💵 Cash5.82%
- 🧪 Process Industries5.32%
- 🛍️ Retail Trade5.17%
- 💻 Electronic Technology1.52%
- 📊 ETFs1.41%
- 🪙 Cryptocurrencies1.41%
- 🛠️ Producer Manufacturing0.81%
- ⚡ Utilities0.71%
- 🚗 Consumer Durables0.6%
- 🚚 Transportation0.09%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.53%
- 🇩🇪 FRA18.87%
- 🇺🇸 NYSE17.54%
- 🇭🇰 Hong Kong Exchanges1.65%
- 🌍 Digital Currency1.62%
- 🇺🇸 Chicago Board Options Exchange0.89%
- 🇨🇭 SIX0.73%
- 🇫🇷 Euronext Paris0.62%
- 🇮🇹 Borsa Italiana0.33%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇪🇸 Bolsa De Madrid0.25%
- 🇬🇧 LSE0.12%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States49.21%
- 🇩🇪 Germany20.81%
- 🇨🇳 China11.29%
- 🇬🇧 United Kingdom2.41%
- 🇮🇪 Ireland2.08%
- 🇨🇭 Switzerland1.52%
- 🇮🇱 Israel1.43%
- 🇳🇱 Netherlands0.86%
- 🇫🇷 France0.62%
- 🇱🇺 Luxembourg0.37%
- 🇮🇹 Italy0.33%
- 🇹🇼 Taiwan0.3%
- 🇩🇰 Denmark0.28%
- 🇪🇸 Spain0.25%
- 🇺🇾 Uruguay0.2%
- 🇨🇦 Canada0.13%
- 🇯🇵 Japan0.11%
- 🇸🇪 Sweden0.06%
- 🇳🇴 Norway0.05%
- 🇫🇮 Finland0.02%
- 🇧🇷 Brazil0.02%
- 🇰🇷 South Korea0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.62%
21 out of 38 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $0968.HK (7.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Social-Investor | 0.17% | 0.37% | - |
 SAP.DE | 0.08% | 0.82% | $2.2 |
 jaynemesis | 0.06% | 0.72% | - |
 JeppeKirkBonde | 0.05% | 1.24% | - |
 SY1.DE | 0.04% | 1.11% | $1.1 |
 BABA | 0.03% | 0.99% | $0.98 |
 LIN | 0.03% | 1.25% | $5.33 |
 RWE.DE | 0.02% | 3.35% | $1 |
 HAS | 0.02% | 3.63% | $2.8 |
 PFE | 0.02% | 6.37% | $1.66 |
 JD.US | 0.02% | 1.82% | $0.74 |
 SHL.DE | 0.02% | 1.73% | $0.95 |
 SRT.DE | 0.01% | 0.32% | $0.73 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 2338.HK | 0.01% | 5.43% | $0.57 |
 DE | 0.01% | 1.27% | $5.76 |
 IFX.DE | 0.01% | 1.09% | $0.35 |
 INDA | 0.01% | 0.78% | - |
 0968.HK | 0% | 7.89% | $0.23 |
 NVDA | 0% | 0.03% | $0.02 |
 SCCO | 0% | 2.17% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
DE | Pay Day | Feb 10 | $1.62 |
 AAPL (Social-Investor) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
 V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
AAPL (Social-Investor) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
SHL.DE | Ex-Dividend | Feb 19 | $0.99 |
 MSFT (Social-Investor) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
SHL.DE | Pay Day | Feb 21 | $0.99 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
SCCO | Pay Day | Feb 27 | $0.70 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
PFE | Pay Day | Mar 7 | $0.43 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT (Social-Investor) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Mar 14 | $0.75 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
SW (jaynemesis) | Pay Day | Mar 18 | $0.43 |
TSM (jaynemesis) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (jaynemesis) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
 DIS (Social-Investor) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Social-Investor) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.1/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-6.66
-6.66
-7
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.23
0.23
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-6.66
-6.66
-7
0
2
4.5
4.5
Omega Ratio
0.57
0.57
0
1
1.5
2.5
2.5
Treynor Ratio
0.43
0.43
0
0.75
1.25
2
2
Information Ratio
-0.7
-0.7
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.39% | May 2021 | - | 45 |
-1.15% | Feb 2021 | Mar 2021 | 1 |
-0.29% | Sep 2020 | Oct 2020 | 1 |