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-0.1%
Today
-0.1%
This Month
+6.4%
Year To Date
+58.25%
2 Years
+39.49%
5 Years
+14.76%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading34.3%
- 🖥️ Technology Services26.37%
- 🛍️ Retail Trade13.91%
- 🧬 Health Technology5.34%
- 💻 Electronic Technology4.11%
- 📊 ETFs3.45%
- 💇♀️ Consumer Services1.9%
- 🍞 Consumer Non Durables1.32%
- 🚚 Transportation1.32%
- 🪨 Non Energy Minerals1.04%
- 💵 Cash0.99%
- 🛠️ Producer Manufacturing0.94%
- 💼 Commercial Services0.9%
- 💰 Finance0.76%
- 📡 Communications0.36%
- ⛏️ Energy Minerals0.34%
- 🚗 Consumer Durables0.27%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.15%
- 🇺🇸 NYSE29.75%
- 🇬🇧 LSE4.88%
- 🌍 Digital Currency2.18%
- 🇭🇰 Hong Kong Exchanges1.75%
- 🇫🇷 Euronext Paris1.12%
- 🇩🇪 FRA0.71%
- 🇪🇸 Bolsa De Madrid0.68%
- 🇩🇰 Copenhagen Stock Exchange0.67%
- 🇨🇭 SIX0.64%
- 🇳🇱 Euronext Amsterdam0.61%
- 🇸🇪 Stockholm Stock Exchange0.46%
- 🇮🇹 Borsa Italiana0.39%
- 🇧🇪 Euronext Brussels0.34%
- 🇩🇪 Xetra ETFs0.26%
- 🇳🇴 Oslo Stock Exchange0.23%
- 🇺🇸 Chicago Board Options Exchange0.07%
- 🇫🇮 Helsinki Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States64.6%
- 🇨🇳 China8.31%
- 🇬🇧 United Kingdom2.48%
- 🇨🇦 Canada1.71%
- 🇹🇼 Taiwan1.39%
- 🇫🇷 France1.12%
- 🇰🇷 South Korea0.92%
- 🇩🇪 Germany0.71%
- 🇪🇸 Spain0.68%
- 🇩🇰 Denmark0.67%
- 🇺🇾 Uruguay0.66%
- 🇨🇭 Switzerland0.66%
- 🇳🇱 Netherlands0.58%
- 🇯🇵 Japan0.42%
- 🇸🇬 Singapore0.42%
- 🇮🇹 Italy0.39%
- 🇮🇱 Israel0.35%
- 🇧🇪 Belgium0.34%
- 🇫🇮 Finland0.28%
- 🇧🇷 Brazil0.27%
- 🇸🇪 Sweden0.2%
- 🇨🇾 Cyprus0.19%
- 🇳🇴 Norway0.18%
- 🇿🇦 South Africa0.16%
- 🇮🇪 Ireland0.06%
- 🇬🇷 Greece0.05%
- 🇮🇳 India0.04%
- 🇱🇺 Luxembourg0.02%
- 🇲🇨 Monaco0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.97%
41 out of 54 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.17% | 4.29% | - |
 KeshavLohiya | 0.08% | 8.92% | - |
 Private-Equity | 0.07% | 1.76% | - |
 TheBigBanks | 0.06% | 3.97% | - |
 MSFT | 0.05% | 0.76% | $3 |
 BABA | 0.04% | 0.99% | $0.98 |
 JeppeKirkBonde | 0.04% | 1.24% | - |
 PFE | 0.04% | 6.37% | $1.66 |
 InTheGame | 0.03% | 0.43% | - |
 META | 0.03% | 0.29% | $1 |
 ABT | 0.03% | 1.75% | $2.16 |
 GoldWorldWide | 0.03% | 1.25% | - |
 VOW3.DE | 0.03% | 9.21% | $9.06 |
 VZ | 0.02% | 6.82% | $2.66 |
 ITV.L | 0.02% | 6.75% | $0.05 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 TLT | 0.02% | 1.42% | - |
 DroneTech | 0.02% | 0.99% | - |
 GOOG | 0.02% | 0.29% | $0.2 |
 CVX | 0.01% | 4.42% | $6.28 |
 LLY | 0.01% | 0.67% | $4.86 |
 DIS | 0.01% | 0.88% | $0.75 |
 01211.HK | 0.01% | 1.25% | $3.41 |
 NKE | 0.01% | 1.96% | $1.45 |
 NESN.ZU | 0.01% | 3.86% | $3 |
 NOVO-B.CO | 0.01% | 1.62% | $9.4 |
 TSM | 0.01% | 0.93% | $1.74 |
 RI.PA | 0.01% | 4.26% | $4.7 |
 CL | 0.01% | 2.31% | $1.96 |
 NSC | 0.01% | 2.12% | $5.4 |
 SPGI | 0.01% | 0.71% | $3.62 |
 EMR | 0.01% | 1.62% | $2.1 |
 SpaceTech | 0% | 0.71% | - |
 The-Chameleon | 0% | 0.2% | - |
 CyberSecurity | 0% | 0.19% | - |
 CloudComputing | 0% | 0.14% | - |
 DHR | 0% | 0.48% | $1.05 |
 NVDA | 0% | 0.03% | $0.02 |
 COPX | 0% | 0.06% | - |
 NIQUE3 | 0% | 0.03% | - |
 SOBO | 0% | 3.01% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 C (TheBigBanks) | Ex-Dividend | Feb 3 | $0.56 |
 PNC (TheBigBanks) | Pay Day | Feb 5 | $1.60 |
NSC | Ex-Dividend | Feb 7 | $1.35 |
 GD (DroneTech) | Pay Day | Feb 7 | $1.42 |
 PH (DroneTech) | Ex-Dividend | Feb 7 | $1.63 |
 HWM (DroneTech) | Ex-Dividend | Feb 7 | $0.10 |
 HXL (DroneTech) | Ex-Dividend | Feb 7 | $0.17 |
 WFC (TheBigBanks) | Ex-Dividend | Feb 7 | $0.40 |
HWM (SpaceTech) | Ex-Dividend | Feb 7 | $0.10 |
HXL (SpaceTech) | Ex-Dividend | Feb 7 | $0.17 |
 AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (NIQUE3) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (NIQUE3) | Ex-Dividend | Feb 10 | $1.58 |
 TXN (DroneTech) | Pay Day | Feb 11 | $1.36 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
AAPL (NIQUE3) | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
ABT | Pay Day | Feb 14 | $0.59 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
HXL (DroneTech) | Pay Day | Feb 14 | $0.17 |
 TFC (TheBigBanks) | Ex-Dividend | Feb 14 | $0.52 |
 TER (SpaceTech) | Ex-Dividend | Feb 14 | $0.12 |
HXL (SpaceTech) | Pay Day | Feb 14 | $0.17 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
ASML.NV (NIQUE3) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
NSC | Pay Day | Feb 20 | $1.35 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CloudComputing) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (DroneTech) | Pay Day | Feb 20 | $1.41 |
 RTX (DroneTech) | Ex-Dividend | Feb 21 | $0.63 |
RTX (SpaceTech) | Ex-Dividend | Feb 21 | $0.63 |
 RY (TheBigBanks) | Pay Day | Feb 24 | $1.05 |
HWM (DroneTech) | Pay Day | Feb 25 | $0.10 |
HWM (SpaceTech) | Pay Day | Feb 25 | $0.10 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
 BMO (TheBigBanks) | Pay Day | Feb 26 | $1.13 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
C (TheBigBanks) | Pay Day | Feb 28 | $0.56 |
GS (TheBigBanks) | Ex-Dividend | Feb 28 | $3.00 |
WFC (TheBigBanks) | Pay Day | Mar 1 | $0.40 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
LMT (DroneTech) | Ex-Dividend | Mar 3 | $3.30 |
TFC (TheBigBanks) | Pay Day | Mar 3 | $0.52 |
LMT (SpaceTech) | Ex-Dividend | Mar 3 | $3.30 |
 BALL (SpaceTech) | Ex-Dividend | Mar 3 | $0.20 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
PH (DroneTech) | Pay Day | Mar 7 | $1.63 |
 BAC (TheBigBanks) | Ex-Dividend | Mar 7 | $0.26 |
CVX | Pay Day | Mar 10 | $1.71 |
LLY | Pay Day | Mar 10 | $1.50 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (CloudComputing) | Pay Day | Mar 13 | $0.83 |
 FNV (GoldWorldWide) | Ex-Dividend | Mar 13 | $0.38 |
TER (SpaceTech) | Pay Day | Mar 14 | $0.12 |
BALL (SpaceTech) | Pay Day | Mar 17 | $0.20 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
 APH (SpaceTech) | Ex-Dividend | Mar 18 | $0.16 |
RTX (DroneTech) | Pay Day | Mar 20 | $0.63 |
RTX (SpaceTech) | Pay Day | Mar 20 | $0.63 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
 TTE.PA (KeshavLohiya) | Ex-Dividend | Mar 26 | $0.86 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
FNV (GoldWorldWide) | Pay Day | Mar 27 | $0.38 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
LMT (DroneTech) | Pay Day | Mar 28 | $3.30 |
BAC (TheBigBanks) | Pay Day | Mar 28 | $0.26 |
GS (TheBigBanks) | Pay Day | Mar 28 | $3.00 |
LMT (SpaceTech) | Pay Day | Mar 28 | $3.30 |
TTE.PA (KeshavLohiya) | Pay Day | Apr 1 | $0.86 |
APH (SpaceTech) | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.4/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-0.29
-0.29
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.81
0.81
0
1
2
3
3
Jensen's Alpha
-0.29
-0.29
-2
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.11
-0.11
-1
0.3
0.6
1
1
Calmar Ratio
0.54
0.54
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.41% | Jun 2022 | Jun 2023 | 12 |
-12.47% | Aug 2023 | Feb 2024 | 6 |
-2.94% | Apr 2024 | May 2024 | 1 |
-1.01% | Oct 2024 | Nov 2024 | 1 |
-0.55% | Dec 2024 | Jan 2025 | 1 |