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-0.06%
Today
-0.06%
This Month
+4.3%
Year To Date
+119.9%
2 Years
+93.85%
5 Years
+22.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services31.69%
- 📊 ETFs16.82%
- 💻 Electronic Technology13.56%
- 🚗 Consumer Durables11.13%
- 🛍️ Retail Trade7.63%
- 🪙 Cryptocurrencies4.62%
- 🛠️ Producer Manufacturing2.8%
- 📈 Indexes2.57%
- 👥 Copy Trading1.94%
- 🚚 Transportation1.85%
- 🍞 Consumer Non Durables1.63%
- 💰 Finance1.19%
- ⛏️ Energy Minerals0.63%
- 🧬 Health Technology0.51%
- 💵 Cash0.4%
- 📡 Communications0.37%
- 💼 Commercial Services0.32%
- 🏭 Industrial Services0.28%
- 🏥 Health Services0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq63.31%
- 🇺🇸 NYSE23.89%
- 🌍 Digital Currency4.69%
- 🌍 CFD2.57%
- 🇭🇰 Hong Kong Exchanges1.89%
- 🇩🇪 FRA1.44%
- 🇩🇰 Copenhagen Stock Exchange0.95%
- 🇬🇧 LSE0.3%
- 🇫🇷 Euronext Paris0.06%
- 🌍 FX0.04%
- 🇪🇸 Bolsa De Madrid0.02%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇮🇹 Borsa Italiana0.01%
- 🇧🇪 Euronext Brussels0.01%
- 🇩🇪 Xetra ETFs0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.89%
- 🇨🇳 China4.24%
- 🇩🇪 Germany1.44%
- 🇸🇬 Singapore0.98%
- 🇩🇰 Denmark0.96%
- 🇬🇧 United Kingdom0.55%
- 🇹🇼 Taiwan0.41%
- 🇨🇦 Canada0.32%
- 🇫🇷 France0.06%
- 🇮🇹 Italy0.04%
- 🇧🇷 Brazil0.03%
- 🇳🇱 Netherlands0.03%
- 🇪🇸 Spain0.02%
- 🇭🇰 Hong Kong0.01%
- 🇫🇮 Finland0.01%
- 🇮🇪 Ireland0.01%
- 🇧🇪 Belgium0.01%
- 🇸🇪 Sweden0%
- 🇮🇱 Israel0%
- 🇺🇾 Uruguay0%
- 🇨🇭 Switzerland0%
Dividends
Dividend Yield
0.89%
61 out of 86 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $AGNC (14.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HLAG.DE | 0.06% | 6.65% | $9.25 |
 VOO | 0.05% | 1.26% | - |
 VNQ | 0.05% | 3.78% | - |
 MAERSKB.CO | 0.04% | 4.86% | $515 |
 PG | 0.03% | 2.43% | $3.83 |
 PFE | 0.03% | 6.37% | $1.66 |
 VOW3.DE | 0.03% | 9.21% | $9.06 |
 AGNC | 0.03% | 14.44% | $1.44 |
 SQQQ | 0.03% | 11.25% | - |
 WBA | 0.03% | 9.73% | $1.46 |
 F | 0.03% | 7.74% | $0.78 |
 MSFT | 0.03% | 0.76% | $3 |
 AAPL | 0.02% | 0.53% | $0.97 |
 01211.HK | 0.02% | 1.25% | $3.41 |
 MMM | 0.02% | 2.37% | $5.21 |
 BABA | 0.02% | 0.99% | $0.98 |
 VWO | 0.02% | 9.6% | - |
 ABR | 0.02% | 12.85% | $1.72 |
 EBAY | 0.02% | 1.6% | $1.04 |
 VOD | 0.02% | 8.15% | $0.94 |
 PDM | 0.02% | 5.72% | $0.5 |
 ENB | 0.02% | 6.31% | $2.66 |
 MBG.DE | 0.02% | 9% | $5.3 |
 USRT | 0.02% | 3.51% | - |
 XOM | 0.01% | 3.63% | $3.76 |
 VIG | 0.01% | 1.73% | - |
 GDX | 0.01% | 1.03% | - |
 INTC | 0.01% | 2.57% | $0.5 |
 GOOG | 0.01% | 0.29% | $0.2 |
 DividendGrowth | 0.01% | 2.53% | - |
 META | 0.01% | 0.29% | $1 |
 CVX | 0.01% | 4.42% | $6.28 |
 Drcmart | 0.01% | 3.62% | - |
 triangulacapital | 0.01% | 4.29% | - |
 T | 0.01% | 4.68% | $1.11 |
 FXI | 0.01% | 2.83% | - |
 EEM | 0.01% | 3.41% | - |
 BLK | 0.01% | 1.91% | $20.2 |
 HDV | 0.01% | 3.91% | - |
 KO | 0.01% | 3.06% | $1.89 |
 TLT | 0.01% | 1.42% | - |
 TSCO.L | 0% | 3.36% | $0.12 |
 BND | 0% | 1.3% | - |
 QCOM | 0% | 1.97% | $3.25 |
 XLF | 0% | 1.48% | - |
 IWS | 0% | 1.74% | - |
 IVV | 0% | 1.41% | - |
 TSM | 0% | 0.93% | $1.74 |
 VTI | 0% | 1.26% | - |
 VUG | 0% | 0.51% | - |
 IshfaaqPeerally | 0% | 1.45% | - |
 BNDX | 0% | 0.84% | - |
 NVDA | 0% | 0.03% | $0.02 |
 V | 0% | 0.65% | $2.01 |
 VGT | 0% | 0.5% | - |
 E | 0% | 5.15% | $1.46 |
 LOW | 0% | 1.75% | $4.45 |
 QQQ | 0% | 0.64% | - |
 iliescu2605 | 0% | 0.8% | - |
 bluewr | 0% | 0.51% | - |
 thomaspj | 0% | 0.47% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
 O (iliescu2605) | Ex-Dividend | Feb 3 | $0.26 |
 FCX (bluewr) | Pay Day | Feb 3 | $0.15 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 VZ (Drcmart) | Pay Day | Feb 3 | $0.68 |
 BATS.L (Drcmart) | Pay Day | Feb 3 | $0.74 |
LOW | Pay Day | Feb 5 | $1.15 |
LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
VOD | Pay Day | Feb 7 | $0.24 |
 PNR (iliescu2605) | Pay Day | Feb 7 | $0.25 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 AWK (Drcmart) | Ex-Dividend | Feb 7 | $0.76 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (iliescu2605) | Ex-Dividend | Feb 10 | $0.25 |
 IBM (iliescu2605) | Ex-Dividend | Feb 10 | $1.67 |
AAPL (bluewr) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (IshfaaqPeerally) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
XOM (Drcmart) | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (iliescu2605) | Pay Day | Feb 13 | $0.25 |
 SHEL.L (iliescu2605) | Ex-Dividend | Feb 13 | $0.36 |
AAPL (bluewr) | Pay Day | Feb 13 | $0.25 |
AAPL (IshfaaqPeerally) | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
O (iliescu2605) | Pay Day | Feb 14 | $0.26 |
 TER (iliescu2605) | Ex-Dividend | Feb 14 | $0.12 |
CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
PG | Pay Day | Feb 18 | $1.01 |
PG (bluewr) | Pay Day | Feb 18 | $1.01 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
 ATKR (Drcmart) | Ex-Dividend | Feb 18 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (iliescu2605) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (iliescu2605) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (bluewr) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Drcmart) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
ATKR (Drcmart) | Pay Day | Feb 28 | $0.32 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
ENB | Pay Day | Mar 1 | $0.67 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
AWK (Drcmart) | Pay Day | Mar 4 | $0.76 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
QCOM (iliescu2605) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (bluewr) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
BLK (Drcmart) | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
IBM (iliescu2605) | Pay Day | Mar 10 | $1.67 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
XOM (Drcmart) | Pay Day | Mar 10 | $0.99 |
 CNI (Drcmart) | Ex-Dividend | Mar 10 | $0.62 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (iliescu2605) | Pay Day | Mar 13 | $0.83 |
AMAT (iliescu2605) | Pay Day | Mar 13 | $0.40 |
MSFT (bluewr) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (Drcmart) | Pay Day | Mar 13 | $0.83 |
TER (iliescu2605) | Pay Day | Mar 14 | $0.12 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
 HCA (iliescu2605) | Ex-Dividend | Mar 17 | $0.72 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (iliescu2605) | Ex-Dividend | Mar 18 | $0.69 |
TSM (bluewr) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Drcmart) | Ex-Dividend | Mar 18 | $0.69 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L (iliescu2605) | Pay Day | Mar 24 | $0.36 |
BLK (Drcmart) | Pay Day | Mar 24 | $5.21 |
QCOM | Pay Day | Mar 27 | $0.85 |
QCOM (iliescu2605) | Pay Day | Mar 27 | $0.85 |
QCOM (bluewr) | Pay Day | Mar 27 | $0.85 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
HCA (iliescu2605) | Pay Day | Mar 31 | $0.72 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
CNI (Drcmart) | Pay Day | Mar 31 | $0.62 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (iliescu2605) | Pay Day | Apr 10 | $0.69 |
TSM (bluewr) | Pay Day | Apr 10 | $0.69 |
TSM (Drcmart) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
 DIS (iliescu2605) | Ex-Dividend | Jun 24 | $0.50 |
DIS (bluewr) | Ex-Dividend | Jun 24 | $0.50 |
DIS (iliescu2605) | Pay Day | Jul 23 | $0.50 |
DIS (bluewr) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.3/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
12.33
12.33
-2
0
2
13
13
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.94
0.94
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
1.37
1.37
0
1
2
3
3
Jensen's Alpha
12.33
12.33
-2
0
2
13
13
Omega Ratio
1.96
1.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.94
0.94
0
0.3
0.6
1
1
Calmar Ratio
0.77
0.77
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | Apr 2022 | Jul 2023 | 15 |
-9.05% | Aug 2023 | Dec 2023 | 4 |
-7.65% | Apr 2024 | May 2024 | 1 |
-5.06% | Dec 2024 | - | 2 |
-2.4% | Jan 2024 | Feb 2024 | 1 |
-2.24% | Aug 2024 | Sep 2024 | 1 |
-0.59% | Feb 2022 | Mar 2022 | 1 |