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-0.72%
Today
-0.72%
This Month
+3.36%
Year To Date
+9.59%
2 Years
-26.05%
5 Years
-6.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚚 Transportation21.23%
- 🖥️ Technology Services18.04%
- 💻 Electronic Technology13.1%
- 🚗 Consumer Durables12.2%
- 🪙 Cryptocurrencies11.37%
- 👥 Copy Trading9.86%
- 🛠️ Producer Manufacturing3.66%
- 🛍️ Retail Trade2.23%
- 💵 Cash2.18%
- 💰 Finance1.86%
- 📊 ETFs0.99%
- 🍞 Consumer Non Durables0.67%
- 💇♀️ Consumer Services0.54%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.32%
- 🇺🇸 NYSE22.1%
- 🌍 Digital Currency13.37%
- 🇭🇰 Hong Kong Exchanges11.47%
- 🇬🇧 LSE0.96%
- 🇳🇱 Euronext Amsterdam0.67%
- 🇫🇷 Euronext Paris0.6%
- 🇩🇪 FRA0.11%
- 🇨🇭 SIX0.04%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇮🇹 Borsa Italiana0.03%
- 🇪🇸 Bolsa De Madrid0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.97%
- 🇨🇳 China22.65%
- 🇸🇬 Singapore14.1%
- 🇮🇪 Ireland1.25%
- 🇬🇧 United Kingdom1%
- 🇳🇱 Netherlands0.88%
- 🇫🇷 France0.6%
- 🇺🇾 Uruguay0.12%
- 🇩🇪 Germany0.11%
- 🇹🇼 Taiwan0.09%
- 🇮🇱 Israel0.08%
- 🇨🇭 Switzerland0.07%
- 🇨🇦 Canada0.05%
- 🇦🇷 Argentina0.04%
- 🇯🇵 Japan0.04%
- 🇮🇳 India0.04%
- 🇭🇰 Hong Kong0.04%
- 🇸🇪 Sweden0.04%
- 🇮🇹 Italy0.03%
- 🇰🇷 South Korea0.02%
- 🇪🇸 Spain0.02%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
0.23%
37 out of 66 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $ASHR (7.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01211.HK | 0.03% | 1.25% | $3.41 |
 META | 0.03% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 1398.HK | 0.01% | 6.12% | $0.33 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 Driverless | 0.01% | 0.93% | - |
 BESI.NV | 0.01% | 1.72% | $2.15 |
 QCOM | 0.01% | 1.97% | $3.25 |
 EL | 0.01% | 2.79% | $2.64 |
 AVGO | 0.01% | 0.98% | $19.7 |
 FuturePayments | 0.01% | 0.48% | - |
 BigTech | 0.01% | 0.36% | - |
 SIRI | 0.01% | 4.46% | $0.1 |
 AAPL | 0.01% | 0.53% | $0.97 |
 RenewableEnergy | 0.01% | 2.08% | - |
 AV.L | 0.01% | 6.67% | $0.33 |
 ShoppingCart | 0.01% | 0.38% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 WFC | 0% | 1.97% | $1.4 |
 thomaspj | 0% | 0.47% | - |
 JPM | 0% | 1.8% | $4.4 |
 INTC | 0% | 2.57% | $0.5 |
 MCD | 0% | 2.35% | $6.53 |
 MC.PA | 0% | 1.85% | $13 |
 RMS.PA | 0% | 0.92% | $25 |
 AIR.PA | 0% | 1.08% | $1.8 |
 QQQ | 0% | 0.64% | - |
 AI-Revolution | 0% | 0.22% | - |
 WMT | 0% | 0.85% | $0.81 |
 NVDA | 0% | 0.03% | $0.02 |
 ASML | 0% | 0.77% | $5.57 |
 MSFT | 0% | 0.76% | $3 |
 ASHR | 0% | 7.26% | - |
 MRVL | 0% | 0.21% | $0.24 |
 O | 0% | 5.73% | $3.09 |
 JEPQ | 0% | 1.1% | - |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
SIRI | Ex-Dividend | Feb 7 | $0.27 |
 MA (FuturePayments) | Pay Day | Feb 7 | $0.76 |
MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (FuturePayments) | Pay Day | Feb 10 | $0.70 |
AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
 AEP (RenewableEnergy) | Ex-Dividend | Feb 10 | $0.93 |
 V (FuturePayments) | Ex-Dividend | Feb 11 | $0.59 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
 ST (Driverless) | Ex-Dividend | Feb 12 | $0.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
O | Pay Day | Feb 14 | $0.26 |
 BFH (FuturePayments) | Ex-Dividend | Feb 14 | $0.21 |
 SIE.DE (Driverless) | Ex-Dividend | Feb 14 | $5.45 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 DUK (RenewableEnergy) | Ex-Dividend | Feb 14 | $1.04 |
SIE.DE (Driverless) | Pay Day | Feb 18 | $5.45 |
 LNT (RenewableEnergy) | Pay Day | Feb 18 | $0.51 |
 ED (RenewableEnergy) | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
 DFS (FuturePayments) | Ex-Dividend | Feb 20 | $0.70 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
SIRI | Pay Day | Feb 25 | $0.27 |
ST (Driverless) | Pay Day | Feb 26 | $0.12 |
 SSE.L (RenewableEnergy) | Pay Day | Feb 27 | $0.27 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
WFC | Pay Day | Mar 1 | $0.40 |
V (FuturePayments) | Pay Day | Mar 3 | $0.59 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
DFS (FuturePayments) | Pay Day | Mar 6 | $0.70 |
QCOM (Driverless) | Ex-Dividend | Mar 6 | $0.85 |
 GM (Driverless) | Ex-Dividend | Mar 7 | $0.12 |
AEP (RenewableEnergy) | Pay Day | Mar 10 | $0.93 |
 FIS (FuturePayments) | Ex-Dividend | Mar 11 | $0.40 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
ED (RenewableEnergy) | Pay Day | Mar 14 | $0.85 |
DUK (RenewableEnergy) | Pay Day | Mar 17 | $1.04 |
 TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
GM (Driverless) | Pay Day | Mar 20 | $0.12 |
BFH (FuturePayments) | Pay Day | Mar 21 | $0.21 |
FIS (FuturePayments) | Pay Day | Mar 25 | $0.40 |
QCOM | Pay Day | Mar 27 | $0.85 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
QCOM (Driverless) | Pay Day | Mar 27 | $0.85 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
 HEXA-B.ST (Driverless) | Ex-Dividend | May 6 | $0.14 |
HEXA-B.ST (Driverless) | Pay Day | May 14 | $0.14 |
Performance Metrics
Score 2.9/10
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-3.47
-3.47
-4
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Beta
0.29
0.29
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
0
0
-1
1
2
3
3
Jensen's Alpha
-3.47
-3.47
-4
0
2
4.5
4.5
Omega Ratio
0.77
0.77
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.34% | Feb 2021 | - | 49 |
-42.43% | Apr 2020 | Jan 2021 | 9 |