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+0.17%
Today
+11.76%
This Month
+50.87%
Year To Date
+159.9%
2 Years
+17.81%
5 Years
+3.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services29.75%
- 👥 Copy Trading17.49%
- 💰 Finance16.89%
- 🛍️ Retail Trade12.54%
- ⛏️ Energy Minerals7.54%
- 🪙 Cryptocurrencies5.43%
- 🍞 Consumer Non Durables3.8%
- ⚡ Utilities2.66%
- 🚚 Transportation1.79%
- 🏭 Industrial Services1.17%
- 🛠️ Producer Manufacturing0.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE65.01%
- 🇺🇸 Nasdaq20.55%
- 🌍 Digital Currency5.43%
- 🇮🇹 Borsa Italiana2.66%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States68.32%
- 🇨🇦 Canada3.45%
- 🇮🇹 Italy2.66%
- 🇬🇷 Greece1.79%
Dividends
Dividend Yield
1.34%
12 out of 22 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $SBLK (13.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.25% | 8.81% | $1.62 |
 SBLK | 0.24% | 13.18% | $1.82 |
 ENEL.MI | 0.17% | 6.53% | $0.43 |
 PM | 0.15% | 4.03% | $5.2 |
 SU | 0.13% | 4% | $1.59 |
 CVX | 0.09% | 4.04% | $6.28 |
 ET | 0.08% | 6.97% | $1.25 |
 KenanAbel | 0.07% | 0.4% | - |
 KR | 0.06% | 2.12% | $1.16 |
 MSFT | 0.04% | 0.74% | $3 |
 OXY | 0.03% | 1.73% | $0.8 |
 CRM | 0.01% | 0.37% | $0.4 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
KR | Pay Day | Dec 1 | $0.32 |
SU | Ex-Dividend | Dec 3 | $0.41 |
SBLK | Ex-Dividend | Dec 5 | $0.60 |
CVX | Pay Day | Dec 10 | $1.63 |
OXY | Ex-Dividend | Dec 10 | $0.22 |
MSFT | Pay Day | Dec 12 | $0.83 |
ARCC | Ex-Dividend | Dec 13 | $0.48 |
SBLK | Pay Day | Dec 18 | $0.60 |
SU | Pay Day | Dec 24 | $0.41 |
ARCC | Pay Day | Dec 30 | $0.48 |
OXY | Pay Day | Jan 15 | $0.22 |
ENEL.MI | Ex-Dividend | Jan 20 | $0.23 |
ENEL.MI | Pay Day | Jan 22 | $0.23 |
Performance Metrics
Score 2.6/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-10.8
-10.8
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-10.8
-10.8
-11
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.23
0.23
0
0.75
1.25
2
2
Information Ratio
-0.37
-0.37
-1
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-52.42% | Oct 2021 | Feb 2024 | 28 |
-38.28% | Jan 2020 | Mar 2021 | 14 |
-9.08% | Apr 2021 | Sep 2021 | 5 |
-5.12% | Mar 2024 | Apr 2024 | 1 |