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-2.56%
Today
-2.56%
This Month
+1.91%
Year To Date
+45.49%
2 Years
+38.39%
5 Years
+7.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.76%
- 🖥️ Technology Services19.09%
- 💻 Electronic Technology8.57%
- 🚗 Consumer Durables4.56%
- 🧪 Process Industries4.52%
- 🛠️ Producer Manufacturing2.77%
- ⚡ Utilities2.75%
- 👥 Copy Trading2.57%
- 💇♀️ Consumer Services1.94%
- 📊 ETFs1.7%
- 🛍️ Retail Trade1.51%
- 💰 Finance1.28%
- 🧬 Health Technology0.72%
- 🪨 Non Energy Minerals0.38%
- 📡 Communications0.37%
- 💵 Cash0.12%
- 🏭 Industrial Services0.04%
- 🏥 Health Services0%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.76%
- 🇺🇸 Nasdaq28.84%
- 🇺🇸 NYSE18.37%
- 🇭🇰 Hong Kong Exchanges2.81%
- 🇬🇧 LSE2.77%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.25%
- 🇨🇳 China4.46%
- 🇬🇧 United Kingdom2.77%
- 🇨🇦 Canada0.42%
- 🇹🇼 Taiwan0.1%
- 🇱🇺 Luxembourg0.05%
- 🇮🇪 Ireland0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.59%
24 out of 49 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ADM | 0.17% | 3.9% | $1.9 |
 SPX.L | 0.06% | 2% | $1.6 |
 LMT | 0.05% | 2.79% | $12.45 |
 PFE | 0.05% | 6.37% | $1.66 |
 GOOG | 0.03% | 0.29% | $0.2 |
 MCD | 0.03% | 2.35% | $6.53 |
 CSCO | 0.03% | 2.64% | $1.58 |
 VZ | 0.03% | 6.82% | $2.66 |
 AAPL | 0.02% | 0.53% | $0.97 |
 MSFT | 0.02% | 0.76% | $3 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 VST | 0.01% | 0.52% | $0.85 |
 IBM | 0.01% | 2.61% | $6.65 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 BND | 0.01% | 1.3% | - |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 META | 0.01% | 0.29% | $1 |
 GD | 0.01% | 2.21% | $5.48 |
 AI-Revolution | 0.01% | 0.22% | - |
 AES | 0.01% | 6.3% | $0.68 |
 MCHI | 0% | 3.68% | - |
 INTC | 0% | 2.57% | $0.5 |
 0968.HK | 0% | 7.89% | $0.23 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
GD | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
AAPL | Pay Day | Feb 13 | $0.25 |
AES | Pay Day | Feb 14 | $0.18 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
PFE | Pay Day | Mar 7 | $0.43 |
IBM | Pay Day | Mar 10 | $1.67 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
LMT | Pay Day | Mar 28 | $3.30 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 3.3/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-6.26
-6.26
-7
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
-6.26
-6.26
-7
0
2
4.5
4.5
Omega Ratio
0.7
0.7
0
1
1.5
2.5
2.5
Treynor Ratio
0.59
0.59
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.85% | Jul 2021 | Nov 2024 | 40 |
-6.45% | Dec 2024 | - | 2 |
-3.32% | May 2021 | Jun 2021 | 1 |
-2.36% | Sep 2020 | Nov 2020 | 2 |