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-1.79%
Today
-4.68%
This Month
-10.19%
Year To Date
+23.64%
2 Years
-65.61%
5 Years
-21.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading28.84%
- 🪙 Cryptocurrencies16.58%
- 📊 ETFs13.81%
- 💵 Cash9.17%
- 💻 Electronic Technology7.41%
- 🛍️ Retail Trade3.11%
- 💰 Finance2.74%
- 🚚 Transportation2.3%
- 🛠️ Producer Manufacturing2.25%
- 💼 Commercial Services2.23%
- 🖥️ Technology Services1.99%
- ⚡ Utilities1.09%
- 💇♀️ Consumer Services1.09%
- 🧬 Health Technology1.06%
- 🍞 Consumer Non Durables0.71%
- 🧪 Process Industries0.25%
- 🚗 Consumer Durables0.2%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE23.62%
- 🌍 Digital Currency17.67%
- 🇺🇸 Nasdaq16.83%
- 🇬🇧 LSE6.56%
- 🇩🇪 Xetra ETFs5.96%
- 🇺🇸 Chicago Board Options Exchange5.87%
- 🇮🇹 Borsa Italiana3.77%
- 🇭🇰 Hong Kong Exchanges1.96%
- 🇩🇪 FRA0.97%
- 🇫🇷 Euronext Paris0.48%
- 🇨🇭 SIX0.42%
- 🇳🇱 Euronext Amsterdam0.36%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.01%
- 🇮🇹 Italy3.77%
- 🇨🇳 China3.4%
- 🇬🇧 United Kingdom2.84%
- 🇨🇾 Cyprus1.96%
- 🇨🇭 Switzerland0.98%
- 🇩🇪 Germany0.97%
- 🇨🇦 Canada0.57%
- 🇫🇷 France0.48%
- 🇳🇱 Netherlands0.36%
- 🇮🇱 Israel0.26%
- 🇭🇰 Hong Kong0.25%
- 🇱🇺 Luxembourg0.25%
- 🇩🇰 Denmark0.13%
- 🇰🇷 South Korea0.13%
- 🇬🇷 Greece0.11%
Dividends
Dividend Yield
0.82%
25 out of 61 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $FRO (11.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRO | 0.23% | 11.78% | $2.17 |
 Cfranklin89 | 0.1% | 1.25% | - |
 IlMatematico | 0.08% | 1.23% | - |
 ENEL.MI | 0.07% | 6.19% | $0.43 |
 Rayeiris | 0.06% | 1.02% | - |
 EWJ | 0.06% | 2.29% | - |
 MCHI | 0.04% | 2.02% | - |
 PSA | 0.04% | 3.8% | $12 |
 IQQQ.DE | 0.02% | 2.13% | - |
 INDA | 0.02% | 0.83% | - |
 LHA.DE | 0.01% | 3.82% | $0.3 |
 FIW.US | 0.01% | 0.68% | - |
 MWA | 0.01% | 0.97% | $0.25 |
 BABA | 0.01% | 0.74% | $0.98 |
 CPR.MI | 0.01% | 1.02% | $0.07 |
 V | 0.01% | 0.66% | $2.01 |
 LLY | 0.01% | 0.64% | $4.86 |
 LDO.MI | 0.01% | 0.65% | $0.28 |
 MA | 0.01% | 0.53% | $2.46 |
 Core-Equity | 0.01% | 0.06% | - |
 AAPL | 0% | 0.44% | $0.97 |
 GOOG | 0% | 0.48% | $0.2 |
 LIT | 0% | 0.93% | - |
 3800.HK | 0% | 0.9% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NVDA | Ex-Dividend | Mar 12 | $0.01 |
 SPGI (Cfranklin89) | Pay Day | Mar 12 | $0.96 |
NVDA (IlMatematico) | Ex-Dividend | Mar 12 | $0.01 |
PSA | Ex-Dividend | Mar 13 | $3.00 |
 MSFT (IlMatematico) | Pay Day | Mar 13 | $0.83 |
 AMAT (IlMatematico) | Pay Day | Mar 13 | $0.40 |
FRO | Ex-Dividend | Mar 14 | $0.20 |
 CB (Cfranklin89) | Ex-Dividend | Mar 14 | $0.91 |
 META (IlMatematico) | Ex-Dividend | Mar 14 | $0.52 |
META (Rayeiris) | Ex-Dividend | Mar 14 | $0.52 |
 IBKR (Rayeiris) | Pay Day | Mar 14 | $0.25 |
GOOG | Pay Day | Mar 17 | $0.20 |
GOOG (Cfranklin89) | Pay Day | Mar 17 | $0.20 |
GOOG (Rayeiris) | Pay Day | Mar 17 | $0.20 |
 UNH (Cfranklin89) | Pay Day | Mar 18 | $2.10 |
UNH (IlMatematico) | Pay Day | Mar 18 | $2.10 |
 WMT (Cfranklin89) | Ex-Dividend | Mar 21 | $0.24 |
 ASO (IlMatematico) | Ex-Dividend | Mar 25 | $0.13 |
META (IlMatematico) | Pay Day | Mar 26 | $0.52 |
 ISF.L (Core-Equity) | Pay Day | Mar 26 | $0.05 |
META (Rayeiris) | Pay Day | Mar 26 | $0.52 |
 BATS.L (IlMatematico) | Ex-Dividend | Mar 27 | $0.76 |
PSA | Pay Day | Mar 28 | $3.00 |
 GS (Cfranklin89) | Pay Day | Mar 28 | $3.00 |
 CP (Cfranklin89) | Ex-Dividend | Mar 28 | $0.13 |
FRO | Pay Day | Mar 31 | $0.20 |
NVDA | Pay Day | Apr 2 | $0.01 |
NVDA (IlMatematico) | Pay Day | Apr 2 | $0.01 |
 BTRW.L (Cfranklin89) | Ex-Dividend | Apr 3 | $0.07 |
 AXP (Cfranklin89) | Ex-Dividend | Apr 4 | $0.82 |
CB (Cfranklin89) | Pay Day | Apr 4 | $0.91 |
WMT (Cfranklin89) | Pay Day | Apr 7 | $0.24 |
MA | Ex-Dividend | Apr 9 | $0.76 |
MA (Cfranklin89) | Ex-Dividend | Apr 9 | $0.76 |
ASO (IlMatematico) | Pay Day | Apr 17 | $0.13 |
 RMV.L (Rayeiris) | Ex-Dividend | Apr 24 | $0.08 |
CP (Cfranklin89) | Pay Day | Apr 28 | $0.13 |
 QQQ (IlMatematico) | Pay Day | Apr 30 | $0.57 |
BATS.L (IlMatematico) | Pay Day | May 7 | $0.76 |
MA | Pay Day | May 9 | $0.76 |
AXP (Cfranklin89) | Pay Day | May 9 | $0.82 |
MA (Cfranklin89) | Pay Day | May 9 | $0.76 |
 TX (IlMatematico) | Ex-Dividend | May 9 | $0.90 |
TX (IlMatematico) | Pay Day | May 14 | $0.90 |
BTRW.L (Cfranklin89) | Pay Day | May 16 | $0.07 |
RMV.L (Rayeiris) | Pay Day | May 23 | $0.08 |
 TEP.PA (Rayeiris) | Ex-Dividend | May 26 | $4.40 |
TEP.PA (Rayeiris) | Pay Day | May 28 | $4.40 |
IQQQ.DE | Pay Day | May 30 | $0.34 |
EWJ | Pay Day | Jun 17 | $0.51 |
MCHI | Pay Day | Jun 17 | $0.19 |
FIW.US | Pay Day | Jun 28 | $0.21 |
INDA | Pay Day | Dec 20 | $0.40 |
Performance Metrics
Score 2.2/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
-0.52
-0.52
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-28.5
-28.5
-29
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-1.17
-1.17
-2
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
-0.52
-0.52
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.66
-0.66
-1
1
2
3
3
Jensen's Alpha
-28.5
-28.5
-29
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-1.17
-1.17
-2
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
-0.24
-0.24
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.05% | Apr 2020 | - | 60 |