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-0.42%
Today
-0.42%
This Month
+0.42%
Year To Date
+18.3%
2 Years
+56.2%
5 Years
-45.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading66.93%
- 💵 Cash12.55%
- 💻 Electronic Technology7.04%
- 💰 Finance3.87%
- 🚗 Consumer Durables3.62%
- 📊 ETFs2.32%
- 🏭 Industrial Services1.99%
- 🚚 Transportation1.81%
- 🍞 Consumer Non Durables1.02%
- 🪙 Cryptocurrencies0.87%
- 💇♀️ Consumer Services0.49%
- 🛠️ Producer Manufacturing0.48%
- 🧪 Process Industries0.4%
- ⚡ Utilities0.39%
- 🖥️ Technology Services0.34%
- 🪨 Non Energy Minerals0.31%
- 💼 Commercial Services0.3%
- 🧬 Health Technology0.11%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE22.04%
- 🇺🇸 Nasdaq14.15%
- 🇳🇱 Euronext Amsterdam11.35%
- 🌍 Digital Currency11.27%
- 🇬🇧 LSE6.32%
- 🇩🇪 FRA6.05%
- 🇩🇪 Xetra ETFs5.8%
- 🇫🇷 Euronext Paris5.41%
- 🇭🇰 Hong Kong Exchanges3.23%
- 🇪🇸 Bolsa De Madrid2.06%
- 🇮🇹 Borsa Italiana1.33%
- 🇨🇭 SIX0.74%
- 🇧🇪 Euronext Brussels0.41%
- 🇳🇴 Oslo Stock Exchange0.36%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇩🇰 Copenhagen Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.28%
- 🇳🇱 Netherlands12.31%
- 🇩🇪 Germany6.05%
- 🇫🇷 France4.05%
- 🇨🇳 China3.89%
- 🇮🇳 India3.33%
- 🇧🇪 Belgium1.79%
- 🇬🇧 United Kingdom1.64%
- 🇮🇹 Italy1.33%
- 🇪🇸 Spain1.25%
- 🇨🇦 Canada0.96%
- 🇨🇭 Switzerland0.93%
- 🇯🇵 Japan0.84%
- 🇩🇰 Denmark0.51%
- 🇮🇪 Ireland0.47%
- 🇵🇰 Pakistan0.47%
- 🇸🇬 Singapore0.46%
- 🇰🇷 South Korea0.43%
- 🇹🇼 Taiwan0.18%
- 🇰🇾 Cayman Islands0.18%
- 🇺🇾 Uruguay0.16%
- 🇮🇱 Israel0.16%
- 🇦🇷 Argentina0.15%
- 🇸🇪 Sweden0.14%
- 🇱🇺 Luxembourg0.05%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
2.02%
34 out of 58 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $SQQQ (11.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TheBigBanks | 0.52% | 3.97% | - |
 F | 0.27% | 7.74% | $0.78 |
 ARK-FutureFirst | 0.21% | 6.47% | - |
 basvw23 | 0.19% | 3.54% | - |
 DayByDayEquities | 0.15% | 1.9% | - |
 Utilities | 0.11% | 3.66% | - |
 SQQQ | 0.08% | 11.25% | - |
 WHA.NV | 0.06% | 8.21% | $1.2 |
 CRISPR-Tech | 0.04% | 0.97% | - |
 PNL.NV | 0.04% | 6.08% | $0.09 |
 Private-Equity | 0.03% | 1.76% | - |
 NESN.ZU | 0.03% | 3.86% | $3 |
 ENEL.MI | 0.02% | 6.28% | $0.43 |
 BLK | 0.02% | 1.91% | $20.2 |
 ASRNL.NV | 0.02% | 6.24% | $2.89 |
 ASML.NV | 0.02% | 0.89% | $6.1 |
 ARCAD.NV | 0.02% | 1.54% | $0.85 |
 Aukie2008 | 0.02% | 1.68% | - |
 ShoppingCart | 0.02% | 0.38% | - |
 AED.BR | 0.02% | 5.49% | $3.19 |
 BAMNB.NV | 0.02% | 4.71% | - |
 NAI.NV | 0.01% | 3.7% | - |
 RHM.DE | 0.01% | 0.76% | $5.7 |
 AKZA.NV | 0.01% | 3.57% | $1.98 |
 Hugely | 0.01% | 0.31% | - |
 HEIA.NV | 0.01% | 2.57% | $1.73 |
 AMG.NV | 0.01% | 2.85% | $0.6 |
 QCOM | 0.01% | 1.97% | $3.25 |
 Core-Equity | 0.01% | 0.08% | - |
 HEIJM.NV | 0% | 2.77% | - |
 AALB.NV | 0% | 3.29% | $1.13 |
 MU | 0% | 0.5% | $0.46 |
 AJAX.NV | 0% | 0.91% | - |
 PHIA.NV | 0% | 3.51% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 BMY (CRISPR-Tech) | Pay Day | Feb 3 | $0.62 |
 C (TheBigBanks) | Ex-Dividend | Feb 3 | $0.56 |
 O (basvw23) | Ex-Dividend | Feb 3 | $0.26 |
 NI (Utilities) | Ex-Dividend | Feb 3 | $0.28 |
 PNW (Utilities) | Ex-Dividend | Feb 3 | $0.90 |
 PNC (TheBigBanks) | Pay Day | Feb 5 | $1.60 |
 WFC (TheBigBanks) | Ex-Dividend | Feb 7 | $0.40 |
 PH (basvw23) | Ex-Dividend | Feb 7 | $1.63 |
 MAIN (basvw23) | Ex-Dividend | Feb 7 | $0.25 |
WFC (Hugely) | Ex-Dividend | Feb 7 | $0.40 |
PH (Hugely) | Ex-Dividend | Feb 7 | $1.63 |
 FE (Utilities) | Ex-Dividend | Feb 7 | $0.42 |
 AWK (Utilities) | Ex-Dividend | Feb 7 | $0.76 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
ASML.NV (basvw23) | Ex-Dividend | Feb 10 | $1.58 |
ASML.NV (Aukie2008) | Ex-Dividend | Feb 10 | $1.58 |
 AAPL (Hugely) | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV (Hugely) | Ex-Dividend | Feb 10 | $1.58 |
 AEP (Utilities) | Ex-Dividend | Feb 10 | $0.93 |
 ETR (Utilities) | Ex-Dividend | Feb 10 | $0.60 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
AAPL (Hugely) | Pay Day | Feb 13 | $0.25 |
 AMGN (CRISPR-Tech) | Ex-Dividend | Feb 14 | $2.38 |
 TFC (TheBigBanks) | Ex-Dividend | Feb 14 | $0.52 |
 SHEL (basvw23) | Ex-Dividend | Feb 14 | $0.72 |
O (basvw23) | Pay Day | Feb 14 | $0.26 |
MAIN (basvw23) | Pay Day | Feb 14 | $0.25 |
 ADC (basvw23) | Pay Day | Feb 14 | $0.25 |
 ARR (basvw23) | Ex-Dividend | Feb 14 | $0.24 |
 AES (Aukie2008) | Pay Day | Feb 14 | $0.18 |
 SIE.DE (DayByDayEquities) | Ex-Dividend | Feb 14 | $5.45 |
 DUK (Utilities) | Ex-Dividend | Feb 14 | $1.04 |
 WEC (Utilities) | Ex-Dividend | Feb 14 | $0.89 |
 JNJ (CRISPR-Tech) | Ex-Dividend | Feb 18 | $1.24 |
SIE.DE (DayByDayEquities) | Pay Day | Feb 18 | $5.45 |
 SO (Utilities) | Ex-Dividend | Feb 18 | $0.72 |
 LNT (Utilities) | Pay Day | Feb 18 | $0.51 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
ASML.NV (basvw23) | Pay Day | Feb 19 | $1.58 |
ASML.NV (Aukie2008) | Pay Day | Feb 19 | $1.58 |
ASML.NV (Hugely) | Pay Day | Feb 19 | $1.58 |
 ED (Utilities) | Ex-Dividend | Feb 19 | $0.85 |
 MSFT (basvw23) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Hugely) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (Hugely) | Ex-Dividend | Feb 20 | $0.40 |
 CNP (Utilities) | Ex-Dividend | Feb 20 | $0.22 |
NI (Utilities) | Pay Day | Feb 20 | $0.28 |
 RY (TheBigBanks) | Pay Day | Feb 24 | $1.05 |
 BMO (TheBigBanks) | Pay Day | Feb 26 | $1.13 |
ARR (basvw23) | Pay Day | Feb 27 | $0.24 |
C (TheBigBanks) | Pay Day | Feb 28 | $0.56 |
 GS (TheBigBanks) | Ex-Dividend | Feb 28 | $3.00 |
 D (Utilities) | Ex-Dividend | Feb 28 | $0.67 |
WFC (TheBigBanks) | Pay Day | Mar 1 | $0.40 |
WFC (Hugely) | Pay Day | Mar 1 | $0.40 |
FE (Utilities) | Pay Day | Mar 1 | $0.42 |
WEC (Utilities) | Pay Day | Mar 1 | $0.89 |
TFC (TheBigBanks) | Pay Day | Mar 3 | $0.52 |
ETR (Utilities) | Pay Day | Mar 3 | $0.60 |
PNW (Utilities) | Pay Day | Mar 3 | $0.90 |
JNJ (CRISPR-Tech) | Pay Day | Mar 4 | $1.24 |
 ES (Utilities) | Ex-Dividend | Mar 4 | $0.75 |
AWK (Utilities) | Pay Day | Mar 4 | $0.76 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
QCOM (Hugely) | Ex-Dividend | Mar 6 | $0.85 |
SO (Utilities) | Pay Day | Mar 6 | $0.72 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
 PFE (CRISPR-Tech) | Pay Day | Mar 7 | $0.43 |
AMGN (CRISPR-Tech) | Pay Day | Mar 7 | $2.38 |
 BAC (TheBigBanks) | Ex-Dividend | Mar 7 | $0.26 |
PH (basvw23) | Pay Day | Mar 7 | $1.63 |
BAC (Aukie2008) | Ex-Dividend | Mar 7 | $0.26 |
PH (Hugely) | Pay Day | Mar 7 | $1.63 |
AEP (Utilities) | Pay Day | Mar 10 | $0.93 |
MSFT (basvw23) | Pay Day | Mar 13 | $0.83 |
MSFT (Hugely) | Pay Day | Mar 13 | $0.83 |
AMAT (Hugely) | Pay Day | Mar 13 | $0.40 |
CNP (Utilities) | Pay Day | Mar 13 | $0.22 |
ED (Utilities) | Pay Day | Mar 14 | $0.85 |
DUK (Utilities) | Pay Day | Mar 17 | $1.04 |
 TSM (Hugely) | Ex-Dividend | Mar 18 | $0.69 |
D (Utilities) | Pay Day | Mar 20 | $0.67 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL (basvw23) | Pay Day | Mar 24 | $0.72 |
QCOM | Pay Day | Mar 27 | $0.85 |
QCOM (Hugely) | Pay Day | Mar 27 | $0.85 |
BAC (TheBigBanks) | Pay Day | Mar 28 | $0.26 |
GS (TheBigBanks) | Pay Day | Mar 28 | $3.00 |
BAC (Aukie2008) | Pay Day | Mar 28 | $0.26 |
ES (Utilities) | Pay Day | Mar 31 | $0.75 |
TSM (Hugely) | Pay Day | Apr 10 | $0.69 |
 KPN.NV (basvw23) | Ex-Dividend | Apr 22 | $0.11 |
KPN.NV (basvw23) | Pay Day | Apr 28 | $0.11 |
AKZA.NV | Ex-Dividend | Apr 29 | $1.61 |
AKZA.NV (Aukie2008) | Ex-Dividend | Apr 29 | $1.61 |
AKZA.NV | Pay Day | May 7 | $1.61 |
AKZA.NV (Aukie2008) | Pay Day | May 7 | $1.61 |
Performance Metrics
Score 2.2/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
-0.85
-0.85
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.86
-0.86
-1
1
2
3
3
Jensen's Alpha
-41.7
-41.7
-42
0
2
4.5
4.5
Omega Ratio
0.2
0.2
0
1
1.5
2.5
2.5
Treynor Ratio
-3.43
-3.43
-4
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
-0.85
-0.85
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.86
-0.86
-1
1
2
3
3
Jensen's Alpha
-41.7
-41.7
-42
0
2
4.5
4.5
Omega Ratio
0.2
0.2
0
1
1.5
2.5
2.5
Treynor Ratio
-3.43
-3.43
-4
0.75
1.25
2
2
Information Ratio
-1.14
-1.14
-2
0.3
0.6
1
1
Calmar Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.62% | Aug 2016 | - | 102 |