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-0.03%
Today
-0.03%
This Month
+3.7%
Year To Date
+19.96%
2 Years
+114.55%
5 Years
+18.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading53.97%
- 💰 Finance8.27%
- 📊 ETFs5.44%
- 🚗 Consumer Durables4.46%
- 🧬 Health Technology4.44%
- 💇♀️ Consumer Services3.44%
- ⛏️ Energy Minerals2.94%
- 🍞 Consumer Non Durables2.91%
- 💼 Commercial Services2.67%
- 💻 Electronic Technology2.6%
- 🪨 Non Energy Minerals1.89%
- 🧪 Process Industries1.48%
- 🖥️ Technology Services0.73%
- 🪙 Cryptocurrencies0.68%
- 🚚 Transportation0.53%
- ⚡ Utilities0.51%
- 🏭 Industrial Services0.5%
- 💵 Cash0.47%
- 🛍️ Retail Trade0.42%
- 📡 Communications0.29%
- 🛠️ Producer Manufacturing0.24%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.66%
- 🇬🇧 LSE24.08%
- 🇺🇸 Nasdaq10.34%
- 🇭🇰 Hong Kong Exchanges9.72%
- 🇩🇪 FRA6.96%
- 🇩🇪 Xetra ETFs5.03%
- 🇦🇺 Sydney5%
- 🌍 Digital Currency1%
- 🇫🇷 Euronext Paris0.55%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇨🇭 SIX0.2%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇧🇪 Euronext Brussels0.09%
- 🇳🇴 Oslo Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.01%
- 🇨🇳 China13.95%
- 🇩🇪 Germany7.24%
- 🇦🇺 Australia4.99%
- 🇬🇧 United Kingdom3.36%
- 🇧🇷 Brazil2.77%
- 🇮🇳 India2.52%
- 🇭🇰 Hong Kong2.12%
- 🇱🇺 Luxembourg1.41%
- 🇿🇦 South Africa1.02%
- 🇲🇽 Mexico0.84%
- 🇦🇷 Argentina0.82%
- 🇰🇾 Cayman Islands0.63%
- 🇹🇷 Türkiye0.6%
- 🇫🇷 France0.57%
- 🇨🇱 Chile0.43%
- 🇩🇰 Denmark0.35%
- 🇨🇭 Switzerland0.32%
- 🇮🇱 Israel0.31%
- 🇺🇾 Uruguay0.31%
- 🇵🇦 Panama0.3%
- 🇵🇪 Peru0.28%
- 🇮🇩 Indonesia0.27%
- 🇪🇸 Spain0.27%
- 🇨🇦 Canada0.24%
- 🇳🇱 Netherlands0.21%
- 🇬🇷 Greece0.2%
- 🇸🇪 Sweden0.15%
- 🇯🇵 Japan0.1%
- 🇧🇪 Belgium0.09%
- 🇮🇪 Ireland0.08%
- 🇳🇴 Norway0.07%
- 🇧🇲 Bermuda0.04%
- 🇸🇬 Singapore0.02%
Dividends
Dividend Yield
2.86%
60 out of 116 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $FRCB (16875%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.54% | 16875% | $1.08 |
 VOW3.DE | 0.33% | 9.21% | $9.06 |
 SSSS | 0.3% | 136.53% | $7.25 |
 EmergingNations | 0.29% | 2.4% | - |
 AussieEconomy | 0.18% | 3.51% | - |
 RealEstateTrusts | 0.17% | 4.23% | - |
 823.HK | 0.14% | 8.36% | $2.63 |
 YieldKing | 0.11% | 3.91% | - |
 DVN | 0.1% | 4.25% | $2.05 |
 SDF.DE | 0.07% | 5.21% | $0.7 |
 RIO | 0.06% | 7.18% | $4.34 |
 DividendGrowth | 0.04% | 2.53% | - |
 TS | 0.04% | 3.56% | $1.2 |
 2331.HK | 0.04% | 3.86% | $0.6 |
 SBLK | 0.03% | 16.27% | $1.82 |
 03908.HK | 0.03% | 1.53% | $0.18 |
 CON.DE | 0.03% | 3.2% | $2.2 |
 KVUE | 0.03% | 3.83% | $0.8 |
 APA | 0.03% | 4.56% | $1 |
 GFC.PA | 0.02% | 5.62% | $5.3 |
 ChinaCar | 0.02% | 1.89% | - |
 PFE | 0.02% | 6.37% | $1.66 |
 BMA | 0.02% | 7.66% | $2.82 |
 GILD | 0.02% | 3.17% | $3.04 |
 ARCC | 0.02% | 8.11% | $1.62 |
 MO | 0.01% | 7.66% | $3.92 |
 KIE.L | 0.01% | 3.43% | $0.02 |
 ENR | 0.01% | 3.53% | $1.2 |
 T | 0.01% | 4.68% | $1.11 |
 InsuranceWorld | 0.01% | 2.25% | - |
 00019.HK | 0.01% | 4.82% | $3.2 |
 The-Chameleon | 0.01% | 0.2% | - |
 C | 0.01% | 2.71% | $2.12 |
 SAB.MC | 0.01% | 3.91% | $0.05 |
 RPRX | 0.01% | 2.69% | $0.82 |
 MIDD.L | 0.01% | 2.59% | - |
 MCG.L | 0.01% | 2.42% | $0.07 |
 ZIM | 0.01% | 22.3% | $0.23 |
 KHC | 0.01% | 5.36% | $1.6 |
 ChinaTech | 0.01% | 0.95% | - |
 TSCO.L | 0.01% | 3.36% | $0.12 |
 GLJ.DE | 0.01% | 2.77% | $0.47 |
 VFC | 0.01% | 1.39% | $0.57 |
 ISF.L | 0% | 2.37% | - |
 BAYN.DE | 0% | 0.51% | $0.11 |
 Ad-Tech | 0% | 0.48% | - |
 TGS.OL | 0% | 5.27% | $5.96 |
 BSAC | 0% | 2.79% | $0.57 |
 CDW | 0% | 1.25% | $2.45 |
 Buybacks | 0% | 0.21% | - |
 ORSTED.CO | 0% | 0.46% | - |
 UBUT.DE | 0% | 0.42% | - |
 COL.MC | 0% | 4% | $0.22 |
 BABA | 0% | 0.99% | $0.98 |
 0762.HK | 0% | 5.89% | $0.37 |
 SOF.BR | 0% | 0.97% | $2.35 |
 SONY | 0% | 0.41% | $0.49 |
 PRX.NV | 0% | 0.27% | $0.07 |
 TAN | 0% | 0.49% | - |
 SOBO | 0% | 3.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
C | Ex-Dividend | Feb 3 | $0.56 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 AIZ (InsuranceWorld) | Ex-Dividend | Feb 3 | $0.80 |
 AON (InsuranceWorld) | Ex-Dividend | Feb 3 | $0.68 |
 AMT (RealEstateTrusts) | Pay Day | Feb 3 | $1.62 |
 O (RealEstateTrusts) | Ex-Dividend | Feb 3 | $0.26 |
 BATS.L (YieldKing) | Pay Day | Feb 3 | $0.74 |
 MET (InsuranceWorld) | Ex-Dividend | Feb 4 | $0.55 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
BRO (InsuranceWorld) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 MA (Buybacks) | Pay Day | Feb 7 | $0.76 |
 OHI (RealEstateTrusts) | Ex-Dividend | Feb 10 | $0.67 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 V (Buybacks) | Ex-Dividend | Feb 11 | $0.59 |
V (YieldKing) | Ex-Dividend | Feb 11 | $0.59 |
 AGNC (YieldKing) | Pay Day | Feb 11 | $0.12 |
KVUE | Ex-Dividend | Feb 12 | $0.20 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
BRO (InsuranceWorld) | Pay Day | Feb 12 | $0.15 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
 MMC (InsuranceWorld) | Pay Day | Feb 14 | $0.82 |
 UNM (InsuranceWorld) | Pay Day | Feb 14 | $0.42 |
AON (InsuranceWorld) | Pay Day | Feb 14 | $0.68 |
O (RealEstateTrusts) | Pay Day | Feb 14 | $0.26 |
 ADC (RealEstateTrusts) | Pay Day | Feb 14 | $0.25 |
 SHEL (YieldKing) | Ex-Dividend | Feb 14 | $0.72 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
OHI (RealEstateTrusts) | Pay Day | Feb 18 | $0.67 |
 SLG (RealEstateTrusts) | Pay Day | Feb 18 | $0.26 |
JNJ (YieldKing) | Ex-Dividend | Feb 18 | $1.24 |
 AFL (InsuranceWorld) | Ex-Dividend | Feb 19 | $0.58 |
ENR | Ex-Dividend | Feb 20 | $0.30 |
 DOYU | Pay Day | Feb 20 | $9.94 |
 MSFT (Ad-Tech) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (Buybacks) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (YieldKing) | Ex-Dividend | Feb 20 | $0.83 |
APA | Pay Day | Feb 21 | $0.25 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
RPRX | Ex-Dividend | Feb 21 | $0.22 |
KVUE | Pay Day | Feb 26 | $0.20 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
 MGR.ASX (AussieEconomy) | Pay Day | Feb 27 | $0.03 |
C | Pay Day | Feb 28 | $0.56 |
 DXS.ASX (AussieEconomy) | Pay Day | Feb 28 | $0.12 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
AFL (InsuranceWorld) | Pay Day | Mar 3 | $0.58 |
V (Buybacks) | Pay Day | Mar 3 | $0.59 |
 MCK (Buybacks) | Ex-Dividend | Mar 3 | $0.71 |
V (YieldKing) | Pay Day | Mar 3 | $0.59 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
JNJ (YieldKing) | Pay Day | Mar 4 | $1.24 |
 CI (InsuranceWorld) | Ex-Dividend | Mar 5 | $1.51 |
PFE | Pay Day | Mar 7 | $0.43 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
 AJG (InsuranceWorld) | Ex-Dividend | Mar 7 | $0.65 |
 BLK (YieldKing) | Ex-Dividend | Mar 7 | $5.21 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
RPRX | Pay Day | Mar 10 | $0.22 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
 TRV (InsuranceWorld) | Ex-Dividend | Mar 10 | $1.05 |
 ELV (InsuranceWorld) | Ex-Dividend | Mar 10 | $1.71 |
MET (InsuranceWorld) | Pay Day | Mar 11 | $0.55 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
ENR | Pay Day | Mar 13 | $0.30 |
MSFT (Ad-Tech) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
AMAT (Buybacks) | Pay Day | Mar 13 | $0.40 |
MSFT (YieldKing) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
 APA.ASX (AussieEconomy) | Pay Day | Mar 17 | $0.17 |
 ATHM.CH (ChinaTech) | Pay Day | Mar 19 | $1.15 |
ATHM.CH (ChinaCar) | Pay Day | Mar 19 | $1.15 |
VFC | Pay Day | Mar 20 | $0.09 |
CI (InsuranceWorld) | Pay Day | Mar 20 | $1.51 |
AJG (InsuranceWorld) | Pay Day | Mar 21 | $0.65 |
SHEL (YieldKing) | Pay Day | Mar 24 | $0.72 |
BLK (YieldKing) | Pay Day | Mar 24 | $5.21 |
ELV (InsuranceWorld) | Pay Day | Mar 25 | $1.71 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
TRV (InsuranceWorld) | Pay Day | Mar 31 | $1.05 |
AIZ (InsuranceWorld) | Pay Day | Mar 31 | $0.80 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
MCK (Buybacks) | Pay Day | Apr 1 | $0.71 |
 CMCSA (Ad-Tech) | Ex-Dividend | Apr 2 | $0.33 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
CMCSA (Ad-Tech) | Pay Day | Apr 23 | $0.33 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
 DIS (Ad-Tech) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Ad-Tech) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | May 2021 | Sep 2024 | 40 |
-10.05% | Jun 2020 | Nov 2020 | 5 |
-7.29% | Dec 2020 | Jan 2021 | 1 |
-1.11% | Oct 2024 | Jan 2025 | 3 |