-1.86%
Today
-3.2%
This Month
+0.67%
Year To Date
+79.97%
2 Years
+202.8%
5 Years
+21.75%
Annualized
- aeazb1
- S&P 500
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Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology34.02%
- 🚚 Transportation23.89%
- 🪙 Cryptocurrencies21%
- 💇♀️ Consumer Services9.35%
- 👥 Copy Trading9.09%
- 💵 Cash4.18%
- 💰 Finance1.28%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE49.58%
- 🌍 Digital Currency25.97%
- 🇺🇸 NYSE19.54%
- 🇫🇷 Euronext Paris1.73%
- 🇺🇸 Nasdaq1.6%
- 🇩🇪 FRA0.16%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom49.35%
- 🇺🇸 United States19.89%
- 🇫🇷 France1.73%
- 🇨🇳 China0.76%
- 🇮🇪 Ireland0.24%
- 🇩🇪 Germany0.16%
- 🇧🇷 Brazil0.14%
- 🇦🇺 Australia0.12%
- 🇨🇭 Switzerland0.11%
- 🇨🇦 Canada0.1%
Dividends
Dividend Yield
0.75%
7 out of 15 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $EZJ.L (2.45%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MMM (BatteryTech) | Pay Day | Mar 12 | $0.73 |
 ALB (BatteryTech) | Ex-Dividend | Mar 14 | $0.40 |
 DUK (BatteryTech) | Pay Day | Mar 17 | $1.04 |
 NEE (BatteryTech) | Pay Day | Mar 17 | $0.57 |
 DAL | Pay Day | Mar 20 | $0.15 |
 EZJ.L | Pay Day | Mar 21 | $0.15 |
 LMT (BatteryTech) | Pay Day | Mar 28 | $3.30 |
 ETN (BatteryTech) | Pay Day | Mar 28 | $1.04 |
ALB (BatteryTech) | Pay Day | Apr 1 | $0.40 |
 AES (BatteryTech) | Ex-Dividend | May 1 | $0.18 |
 GLEN.L (BatteryTech) | Ex-Dividend | May 1 | $0.05 |
AES (BatteryTech) | Pay Day | May 15 | $0.18 |
GLEN.L (BatteryTech) | Pay Day | Jun 4 | $0.05 |
Performance Metrics
Score 6.9/10
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
15.21
15.21
-2
0
2
16
16
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Beta
1.06
1.06
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.3
1.3
0
1
2
3
3
Jensen's Alpha
15.21
15.21
-2
0
2
16
16
Omega Ratio
1.47
1.47
0
1
1.5
2.5
2.5
Treynor Ratio
1.98
1.98
0
0.75
1.25
2
2
Information Ratio
0.43
0.43
0
0.3
0.6
1
1
Calmar Ratio
0.53
0.53
0
0.3
0.6
1
1
Drawdowns
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- S&P 500
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Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.53% | Jul 2019 | Jun 2020 | 11 |
-40.69% | Jun 2021 | Feb 2024 | 32 |
-11.89% | Sep 2020 | Nov 2020 | 2 |
-8.64% | Apr 2024 | Sep 2024 | 5 |
-3.37% | Feb 2025 | - | 2 |
-1.79% | Dec 2020 | Jan 2021 | 1 |
-0.38% | Mar 2021 | Apr 2021 | 1 |