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0%
Today
0%
This Month
+4.68%
Year To Date
+47.22%
2 Years
+53%
5 Years
+10.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.19%
- 👥 Copy Trading17.33%
- 💰 Finance11.82%
- 💵 Cash9.69%
- 🍞 Consumer Non Durables7.31%
- 🛍️ Retail Trade7.11%
- 💻 Electronic Technology5.89%
- 🧬 Health Technology2.66%
- 🛠️ Producer Manufacturing2.62%
- 💼 Commercial Services2.43%
- 💇♀️ Consumer Services2.18%
- 🚚 Transportation2.08%
- 🚗 Consumer Durables1.55%
- 📊 ETFs1.28%
- ⛏️ Energy Minerals1.14%
- ⚡ Utilities0.65%
- 🪨 Non Energy Minerals0.16%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.05%
- 🇺🇸 NYSE22.91%
- 🇬🇧 LSE15.25%
- 🇭🇰 Hong Kong Exchanges7.96%
- 🇩🇪 FRA4.64%
- 🇳🇱 Euronext Amsterdam3.06%
- 🇫🇷 Euronext Paris2.55%
- 🇩🇰 Copenhagen Stock Exchange1.75%
- 🇺🇸 Chicago Board Options Exchange0.61%
- 🇨🇭 SIX0.34%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇮🇹 Borsa Italiana0.05%
- 🇳🇴 Oslo Stock Exchange0.05%
- 🇸🇦 Tadawul0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.08%
- 🇨🇳 China7.93%
- 🇳🇱 Netherlands5.46%
- 🇩🇪 Germany4.64%
- 🇫🇷 France2.55%
- 🇩🇰 Denmark1.86%
- 🇮🇪 Ireland1.45%
- 🇬🇧 United Kingdom1.41%
- 🇨🇦 Canada1.17%
- 🇰🇷 South Korea0.62%
- 🇨🇭 Switzerland0.34%
- 🇪🇸 Spain0.09%
- 🇧🇷 Brazil0.06%
- 🇭🇰 Hong Kong0.06%
- 🇮🇹 Italy0.05%
- 🇳🇴 Norway0.05%
- 🇸🇦 Saudi Arabia0.04%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.26%
42 out of 53 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.23% | 5.73% | $3.09 |
 INGA.NV | 0.09% | 6.89% | $1.11 |
 VOW3.DE | 0.09% | 9.21% | $9.06 |
 OilWorldWide | 0.07% | 4% | - |
 NKE | 0.05% | 1.96% | $1.45 |
 9988.HK | 0.05% | 1.11% | $0.98 |
 BRBY.L | 0.05% | 5.12% | $0.61 |
 MC.PA | 0.05% | 1.85% | $13 |
 BOSS.DE | 0.04% | 2.98% | $1.35 |
 META | 0.04% | 0.29% | $1 |
 01211.HK | 0.03% | 1.25% | $3.41 |
 MSFT | 0.03% | 0.76% | $3 |
 ADEN.ZU | 0.03% | 11.43% | $2.5 |
 NOVO-B.CO | 0.03% | 1.62% | $9.4 |
 RenewableEnergy | 0.03% | 2.08% | - |
 MBG.DE | 0.02% | 9% | $5.3 |
 BLK | 0.02% | 1.91% | $20.2 |
 LMT | 0.02% | 2.79% | $12.45 |
 Diabetes-Med | 0.02% | 1.65% | - |
 BMW.DE | 0.02% | 7.62% | $6 |
 MDT.US | 0.02% | 3.07% | $2.77 |
 NEE | 0.02% | 2.88% | $1.97 |
 ASML | 0.02% | 0.77% | $5.57 |
 MCD | 0.02% | 2.35% | $6.53 |
 MSCI | 0.02% | 1.11% | $5.96 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 PFE | 0.02% | 6.37% | $1.66 |
 BGEO.L | 0.02% | 4.9% | $0.99 |
 GOOGL | 0.01% | 0.29% | $0.2 |
 RYAAY | 0.01% | 1.8% | $0.93 |
 VNA.DE | 0.01% | 3.04% | $0.9 |
 OXY | 0.01% | 1.89% | $0.8 |
 V | 0.01% | 0.65% | $2.01 |
 TLT | 0.01% | 1.42% | - |
 0700.HK | 0.01% | 0.85% | $3.4 |
 TKA.DE | 0.01% | 3.11% | $0.15 |
 BN.US | 0% | 0.53% | $0.3 |
 INDA | 0% | 0.78% | - |
 BKNG | 0% | 0.74% | $17.5 |
 IBKR | 0% | 0.46% | $0.55 |
 AMR | 0% | 0.27% | $1.94 |
 NVTKL.L | 0% | 109.46% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
O | Ex-Dividend | Feb 3 | $0.26 |
 KMI (OilWorldWide) | Ex-Dividend | Feb 3 | $0.29 |
 OKE (OilWorldWide) | Ex-Dividend | Feb 3 | $1.03 |
 BMY (Diabetes-Med) | Pay Day | Feb 3 | $0.62 |
 SLB (OilWorldWide) | Ex-Dividend | Feb 5 | $0.28 |
 LNG (OilWorldWide) | Ex-Dividend | Feb 7 | $0.50 |
 AEP (RenewableEnergy) | Ex-Dividend | Feb 10 | $0.93 |
V | Ex-Dividend | Feb 11 | $0.59 |
 BKR (OilWorldWide) | Ex-Dividend | Feb 11 | $0.23 |
 XOM (OilWorldWide) | Ex-Dividend | Feb 12 | $0.99 |
 SHEL.L (OilWorldWide) | Ex-Dividend | Feb 13 | $0.36 |
 EQNR.OL (OilWorldWide) | Ex-Dividend | Feb 13 | $0.35 |
O | Pay Day | Feb 14 | $0.26 |
MSCI | Ex-Dividend | Feb 14 | $1.80 |
 CVX (OilWorldWide) | Ex-Dividend | Feb 14 | $1.71 |
OKE (OilWorldWide) | Pay Day | Feb 14 | $1.03 |
 TRGP (OilWorldWide) | Pay Day | Feb 14 | $0.75 |
 ENB (OilWorldWide) | Ex-Dividend | Feb 14 | $0.67 |
 DUK (RenewableEnergy) | Ex-Dividend | Feb 14 | $1.04 |
 ABT (Diabetes-Med) | Pay Day | Feb 14 | $0.59 |
 LLY (Diabetes-Med) | Ex-Dividend | Feb 14 | $1.50 |
KMI (OilWorldWide) | Pay Day | Feb 18 | $0.29 |
 LNT (RenewableEnergy) | Pay Day | Feb 18 | $0.51 |
 JNJ (Diabetes-Med) | Ex-Dividend | Feb 18 | $1.24 |
 MPC (OilWorldWide) | Ex-Dividend | Feb 19 | $0.91 |
 ED (RenewableEnergy) | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
LNG (OilWorldWide) | Pay Day | Feb 21 | $0.50 |
BKR (OilWorldWide) | Pay Day | Feb 21 | $0.23 |
 SSE.L (RenewableEnergy) | Pay Day | Feb 27 | $0.27 |
IBKR | Ex-Dividend | Feb 28 | $0.25 |
MSCI | Pay Day | Feb 28 | $1.80 |
EQNR.OL (OilWorldWide) | Pay Day | Feb 28 | $0.35 |
ENB (OilWorldWide) | Pay Day | Mar 1 | $0.67 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
 VLO (OilWorldWide) | Pay Day | Mar 3 | $1.13 |
JNJ (Diabetes-Med) | Pay Day | Mar 4 | $1.24 |
PFE | Pay Day | Mar 7 | $0.43 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
PFE (Diabetes-Med) | Pay Day | Mar 7 | $0.43 |
CVX (OilWorldWide) | Pay Day | Mar 10 | $1.71 |
XOM (OilWorldWide) | Pay Day | Mar 10 | $0.99 |
MPC (OilWorldWide) | Pay Day | Mar 10 | $0.91 |
AEP (RenewableEnergy) | Pay Day | Mar 10 | $0.93 |
LLY (Diabetes-Med) | Pay Day | Mar 10 | $1.50 |
 BDX (Diabetes-Med) | Ex-Dividend | Mar 10 | $1.04 |
MSFT | Pay Day | Mar 13 | $0.83 |
IBKR | Pay Day | Mar 14 | $0.25 |
 WMB (OilWorldWide) | Ex-Dividend | Mar 14 | $0.50 |
ED (RenewableEnergy) | Pay Day | Mar 14 | $0.85 |
DUK (RenewableEnergy) | Pay Day | Mar 17 | $1.04 |
 MRK (Diabetes-Med) | Ex-Dividend | Mar 17 | $0.81 |
BLK | Pay Day | Mar 24 | $5.21 |
SHEL.L (OilWorldWide) | Pay Day | Mar 24 | $0.36 |
 TTE.PA (OilWorldWide) | Ex-Dividend | Mar 26 | $0.86 |
LMT | Pay Day | Mar 28 | $3.30 |
WMB (OilWorldWide) | Pay Day | Mar 31 | $0.50 |
BDX (Diabetes-Med) | Pay Day | Mar 31 | $1.04 |
TTE.PA (OilWorldWide) | Pay Day | Apr 1 | $0.86 |
SLB (OilWorldWide) | Pay Day | Apr 3 | $0.28 |
MRK (Diabetes-Med) | Pay Day | Apr 7 | $0.81 |
Performance Metrics
Score 4/10
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-1.68
-1.68
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.77
0.77
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.8
0.8
0
1
2
3
3
Jensen's Alpha
-1.68
-1.68
-2
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.85
0.85
0
0.75
1.25
2
2
Information Ratio
-0.48
-0.48
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.29% | Nov 2021 | Feb 2024 | 27 |
-13.06% | Feb 2020 | Jun 2020 | 4 |
-4.92% | May 2019 | Nov 2019 | 6 |
-4.86% | Jul 2021 | Oct 2021 | 3 |
-4.41% | Sep 2020 | Nov 2020 | 2 |
-4.26% | Oct 2024 | Jan 2025 | 3 |
-1.31% | Apr 2024 | May 2024 | 1 |
-0.38% | Jun 2024 | Jul 2024 | 1 |
-0.08% | May 2021 | Jun 2021 | 1 |