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+0.01%
Today
+4.96%
This Month
+31.77%
Year To Date
+35.36%
2 Years
+35.36%
5 Years
+32.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading44.07%
- 💻 Electronic Technology17.37%
- 🖥️ Technology Services10.17%
- 🛠️ Producer Manufacturing6.09%
- 💰 Finance5.61%
- 🛍️ Retail Trade3.71%
- 📊 ETFs2.16%
- 🚗 Consumer Durables1.85%
- 💼 Commercial Services1.64%
- 🪨 Non Energy Minerals0.59%
- ⚡ Utilities0.59%
- ⛏️ Energy Minerals0.57%
- 💵 Cash0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq52.64%
- 🇺🇸 NYSE32.23%
- 🇬🇧 LSE2.74%
- 🇺🇸 Chicago Board Options Exchange0.71%
- 🇩🇪 Xetra ETFs0.66%
- 🌍 Digital Currency0.54%
- 🇫🇷 Euronext Paris0.49%
- 🇳🇱 Euronext Amsterdam0.33%
- 🇪🇸 Bolsa De Madrid0.3%
- 🇮🇹 Borsa Italiana0.26%
- 🇨🇭 SIX0.17%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇩🇪 FRA0.15%
- 🇭🇰 Hong Kong Exchanges0.13%
- 🇦🇺 Sydney0.11%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.92%
- 🇹🇼 Taiwan2.07%
- 🇬🇧 United Kingdom1.89%
- 🇰🇷 South Korea0.99%
- 🇮🇪 Ireland0.91%
- 🇨🇦 Canada0.87%
- 🇮🇱 Israel0.79%
- 🇿🇦 South Africa0.63%
- 🇫🇷 France0.49%
- 🇨🇳 China0.46%
- 🇳🇱 Netherlands0.37%
- 🇩🇪 Germany0.3%
- 🇨🇭 Switzerland0.3%
- 🇪🇸 Spain0.3%
- 🇮🇹 Italy0.26%
- 🇫🇮 Finland0.15%
- 🇦🇺 Australia0.11%
- 🇮🇳 India0.05%
- 🇵🇪 Peru0.03%
- 🇯🇵 Japan0.03%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.01%
- 🇱🇺 Luxembourg0.01%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.64%
36 out of 45 instruments pay dividend.
70 dividend payments in the next 30 days.
Highest Dividend: triangulacapital (4.56%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Utilities | 0.1% | 3.35% | - |
 triangulacapital | 0.1% | 4.56% | - |
 echungsam_trader | 0.03% | 0.82% | - |
 JPM | 0.03% | 1.91% | $4.4 |
 aar0ntw | 0.03% | 0.24% | - |
 KB | 0.03% | 2.88% | $2.39 |
 Cfranklin89 | 0.03% | 0.99% | - |
 thomaspj | 0.02% | 0.77% | - |
 MSFT | 0.02% | 0.74% | $3 |
 AVGO | 0.02% | 1.29% | $19.7 |
 GoldWorldWide | 0.02% | 1.35% | - |
 XOM | 0.02% | 3.19% | $3.76 |
 NEE | 0.02% | 2.68% | $1.97 |
 AAPL | 0.02% | 0.43% | $0.97 |
 BAC | 0.01% | 2.17% | $0.96 |
 JeppeKirkBonde | 0.01% | 1.3% | - |
 BigTech | 0.01% | 0.35% | - |
 AI-Revolution | 0.01% | 0.36% | - |
 QCOM | 0.01% | 2.17% | $3.25 |
 The-Chameleon | 0.01% | 0.35% | - |
 META | 0.01% | 0.27% | $1 |
 WMT | 0.01% | 0.95% | $0.81 |
 TSM | 0.01% | 1.04% | $1.74 |
 HMY | 0.01% | 1.1% | $0.08 |
 Magnificent-7 | 0.01% | 0.29% | - |
 V | 0.01% | 0.7% | $2.01 |
 GE | 0.01% | 0.52% | $0.44 |
 CyberSecurity | 0.01% | 0.37% | - |
 GOOG | 0% | 0.34% | $0.2 |
 QQQ | 0% | 0.66% | - |
 OutSmartNSDQ | 0% | 0.32% | - |
 MA | 0% | 0.52% | $2.46 |
 COST | 0% | 0.48% | $19.22 |
 PGR | 0% | 0.45% | $1.15 |
 NVDA | 0% | 0.02% | $0.02 |
 INDA | 0% | 0.14% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
NEE | Ex-Dividend | Nov 22 | $0.52 |
 COF (Cfranklin89) | Pay Day | Nov 22 | $0.60 |
 C (thomaspj) | Pay Day | Nov 22 | $0.56 |
NEE (Utilities) | Ex-Dividend | Nov 22 | $0.52 |
 ATO (Utilities) | Ex-Dividend | Nov 25 | $0.87 |
 SPGI (Cfranklin89) | Ex-Dividend | Nov 26 | $0.91 |
 BBOX.L (triangulacapital) | Pay Day | Nov 27 | $0.02 |
 CMS (Utilities) | Pay Day | Nov 27 | $0.52 |
 KGC (GoldWorldWide) | Ex-Dividend | Nov 27 | $0.03 |
 NEM (GoldWorldWide) | Ex-Dividend | Nov 27 | $0.25 |
 AGRO (JeppeKirkBonde) | Pay Day | Nov 27 | $0.17 |
 LAND.L (triangulacapital) | Ex-Dividend | Nov 28 | $0.12 |
 D (Utilities) | Ex-Dividend | Nov 29 | $0.67 |
 AEM (GoldWorldWide) | Ex-Dividend | Nov 29 | $0.40 |
 AG (GoldWorldWide) | Pay Day | Nov 29 | $0.00 |
 GOLD.BARRICK (GoldWorldWide) | Ex-Dividend | Nov 29 | $0.10 |
 PAAS (GoldWorldWide) | Pay Day | Nov 29 | $0.10 |
GOLD.BARRICK (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.10 |
 WY (JeppeKirkBonde) | Ex-Dividend | Nov 29 | $0.20 |
 FE (Utilities) | Pay Day | Dec 1 | $0.42 |
 WEC (Utilities) | Pay Day | Dec 1 | $0.84 |
V | Pay Day | Dec 2 | $0.59 |
V (BigTech) | Pay Day | Dec 2 | $0.59 |
 ATEN (CyberSecurity) | Pay Day | Dec 2 | $0.06 |
 GS (thomaspj) | Ex-Dividend | Dec 2 | $3.00 |
 ETR (Utilities) | Pay Day | Dec 2 | $1.20 |
 PNW (Utilities) | Pay Day | Dec 2 | $0.90 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
 EQT (JeppeKirkBonde) | Pay Day | Dec 2 | $0.16 |
GS (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.00 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $3.30 |
 MC.PA (JeppeKirkBonde) | Ex-Dividend | Dec 2 | $5.98 |
 BAH (CyberSecurity) | Pay Day | Dec 4 | $0.51 |
 HL (GoldWorldWide) | Pay Day | Dec 4 | $0.01 |
CDI.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
 HAS (JeppeKirkBonde) | Pay Day | Dec 4 | $0.70 |
MC.PA (JeppeKirkBonde) | Pay Day | Dec 4 | $5.98 |
QCOM | Ex-Dividend | Dec 5 | $0.85 |
 CRS (echungsam_trader) | Pay Day | Dec 5 | $0.20 |
QCOM (BigTech) | Ex-Dividend | Dec 5 | $0.85 |
 SRE (Utilities) | Ex-Dividend | Dec 5 | $0.62 |
 FNV (GoldWorldWide) | Ex-Dividend | Dec 5 | $0.36 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Dec 5 | $5.10 |
BAC | Ex-Dividend | Dec 6 | $0.26 |
 HON (AI-Revolution) | Pay Day | Dec 6 | $1.13 |
BAC (Cfranklin89) | Ex-Dividend | Dec 6 | $0.26 |
 BKNG (Cfranklin89) | Ex-Dividend | Dec 6 | $8.75 |
 WM (Cfranklin89) | Ex-Dividend | Dec 6 | $0.75 |
 SO (Utilities) | Pay Day | Dec 6 | $0.72 |
WM (Utilities) | Ex-Dividend | Dec 6 | $0.75 |
 WPM (GoldWorldWide) | Pay Day | Dec 6 | $0.16 |
GOOG | Ex-Dividend | Dec 9 | $0.20 |
GOOG (aar0ntw) | Ex-Dividend | Dec 9 | $0.20 |
GOOG (echungsam_trader) | Ex-Dividend | Dec 9 | $0.20 |
 UNH (echungsam_trader) | Ex-Dividend | Dec 9 | $2.10 |
 GOOGL (BigTech) | Ex-Dividend | Dec 9 | $0.20 |
GOOGL (AI-Revolution) | Ex-Dividend | Dec 9 | $0.20 |
GOOG (Cfranklin89) | Ex-Dividend | Dec 9 | $0.20 |
UNH (Cfranklin89) | Ex-Dividend | Dec 9 | $2.10 |
GOOGL (Magnificent-7) | Ex-Dividend | Dec 9 | $0.20 |
GOOG (thomaspj) | Ex-Dividend | Dec 9 | $0.20 |
ATO (Utilities) | Pay Day | Dec 9 | $0.87 |
GOOGL (JeppeKirkBonde) | Ex-Dividend | Dec 9 | $0.20 |
GOOG (OutSmartNSDQ) | Ex-Dividend | Dec 9 | $0.20 |
XOM | Pay Day | Dec 10 | $0.99 |
 AEP (Utilities) | Pay Day | Dec 10 | $0.93 |
 PEG (Utilities) | Ex-Dividend | Dec 10 | $0.60 |
 GEN (CyberSecurity) | Pay Day | Dec 11 | $0.12 |
SPGI (Cfranklin89) | Pay Day | Dec 11 | $0.91 |
 AEE (Utilities) | Ex-Dividend | Dec 11 | $0.67 |
MSFT | Pay Day | Dec 12 | $0.83 |
TSM | Ex-Dividend | Dec 12 | $0.62 |
MSFT (aar0ntw) | Pay Day | Dec 12 | $0.83 |
TSM (aar0ntw) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (echungsam_trader) | Pay Day | Dec 12 | $0.83 |
 AMAT (BigTech) | Pay Day | Dec 12 | $0.40 |
MSFT (BigTech) | Pay Day | Dec 12 | $0.83 |
TSM (BigTech) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (AI-Revolution) | Pay Day | Dec 12 | $0.83 |
TSM (AI-Revolution) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (Cfranklin89) | Pay Day | Dec 12 | $0.83 |
MSFT (Magnificent-7) | Pay Day | Dec 12 | $0.83 |
MSFT (thomaspj) | Pay Day | Dec 12 | $0.83 |
 CNP (Utilities) | Pay Day | Dec 12 | $0.21 |
KGC (GoldWorldWide) | Pay Day | Dec 12 | $0.03 |
MSFT (JeppeKirkBonde) | Pay Day | Dec 12 | $0.83 |
TSM (JeppeKirkBonde) | Ex-Dividend | Dec 12 | $0.62 |
MSFT (OutSmartNSDQ) | Pay Day | Dec 12 | $0.83 |
WMT | Ex-Dividend | Dec 13 | $0.21 |
 TMO (BigTech) | Ex-Dividend | Dec 13 | $0.39 |
WMT (thomaspj) | Ex-Dividend | Dec 13 | $0.21 |
 EXC (Utilities) | Pay Day | Dec 13 | $0.38 |
WY (JeppeKirkBonde) | Pay Day | Dec 13 | $0.20 |
GOOG | Pay Day | Dec 16 | $0.20 |
NEE | Pay Day | Dec 16 | $0.52 |
GOOG (aar0ntw) | Pay Day | Dec 16 | $0.20 |
GOOG (echungsam_trader) | Pay Day | Dec 16 | $0.20 |
GOOGL (BigTech) | Pay Day | Dec 16 | $0.20 |
GOOGL (AI-Revolution) | Pay Day | Dec 16 | $0.20 |
GOOG (Cfranklin89) | Pay Day | Dec 16 | $0.20 |
GOOGL (Magnificent-7) | Pay Day | Dec 16 | $0.20 |
GOOG (thomaspj) | Pay Day | Dec 16 | $0.20 |
 DUK (Utilities) | Pay Day | Dec 16 | $1.04 |
 ED (Utilities) | Pay Day | Dec 16 | $0.83 |
NEE (Utilities) | Pay Day | Dec 16 | $0.52 |
AEM (GoldWorldWide) | Pay Day | Dec 16 | $0.40 |
GOLD.BARRICK (GoldWorldWide) | Pay Day | Dec 16 | $0.10 |
GOLD.BARRICK (JeppeKirkBonde) | Pay Day | Dec 16 | $0.10 |
GOOGL (JeppeKirkBonde) | Pay Day | Dec 16 | $0.20 |
 LDOS (JeppeKirkBonde) | Ex-Dividend | Dec 16 | $0.40 |
GOOG (OutSmartNSDQ) | Pay Day | Dec 16 | $0.20 |
UNH (echungsam_trader) | Pay Day | Dec 17 | $2.10 |
UNH (Cfranklin89) | Pay Day | Dec 17 | $2.10 |
QCOM | Pay Day | Dec 19 | $0.85 |
QCOM (BigTech) | Pay Day | Dec 19 | $0.85 |
FNV (GoldWorldWide) | Pay Day | Dec 19 | $0.36 |
WM (Cfranklin89) | Pay Day | Dec 20 | $0.75 |
D (Utilities) | Pay Day | Dec 20 | $0.67 |
 EVRG (Utilities) | Pay Day | Dec 20 | $0.67 |
 VST (Utilities) | Ex-Dividend | Dec 20 | $0.22 |
WM (Utilities) | Pay Day | Dec 20 | $0.75 |
NEM (GoldWorldWide) | Pay Day | Dec 23 | $0.25 |
BLK (JeppeKirkBonde) | Pay Day | Dec 23 | $5.10 |
 POR (Utilities) | Ex-Dividend | Dec 24 | $0.50 |
BAC | Pay Day | Dec 27 | $0.26 |
BAC (Cfranklin89) | Pay Day | Dec 27 | $0.26 |
 CP (Cfranklin89) | Ex-Dividend | Dec 27 | $0.14 |
LMT (JeppeKirkBonde) | Pay Day | Dec 27 | $3.30 |
GS (thomaspj) | Pay Day | Dec 30 | $3.00 |
GS (JeppeKirkBonde) | Pay Day | Dec 30 | $3.00 |
BKNG (Cfranklin89) | Pay Day | Dec 31 | $8.75 |
AEE (Utilities) | Pay Day | Dec 31 | $0.67 |
PEG (Utilities) | Pay Day | Dec 31 | $0.60 |
VST (Utilities) | Pay Day | Dec 31 | $0.22 |
LDOS (JeppeKirkBonde) | Pay Day | Dec 31 | $0.40 |
 RSG (Utilities) | Ex-Dividend | Jan 2 | $0.58 |
 CSCO (CyberSecurity) | Ex-Dividend | Jan 3 | $0.40 |
CSCO (AI-Revolution) | Ex-Dividend | Jan 3 | $0.40 |
 RGLD (GoldWorldWide) | Ex-Dividend | Jan 3 | $0.45 |
WMT | Pay Day | Jan 6 | $0.21 |
WMT (thomaspj) | Pay Day | Jan 6 | $0.21 |
LAND.L (triangulacapital) | Pay Day | Jan 8 | $0.12 |
TSM | Pay Day | Jan 9 | $0.62 |
TSM (aar0ntw) | Pay Day | Jan 9 | $0.62 |
TSM (BigTech) | Pay Day | Jan 9 | $0.62 |
TSM (AI-Revolution) | Pay Day | Jan 9 | $0.62 |
TSM (JeppeKirkBonde) | Pay Day | Jan 9 | $0.62 |
TMO (BigTech) | Pay Day | Jan 15 | $0.39 |
POR (Utilities) | Pay Day | Jan 15 | $0.50 |
RSG (Utilities) | Pay Day | Jan 15 | $0.58 |
SRE (Utilities) | Pay Day | Jan 15 | $0.62 |
RGLD (GoldWorldWide) | Pay Day | Jan 17 | $0.45 |
 SRG.MI (Utilities) | Ex-Dividend | Jan 20 | $0.12 |
CSCO (CyberSecurity) | Pay Day | Jan 22 | $0.40 |
CSCO (AI-Revolution) | Pay Day | Jan 22 | $0.40 |
SRG.MI (Utilities) | Pay Day | Jan 22 | $0.12 |
 RED.MC (Utilities) | Ex-Dividend | Jan 23 | $0.22 |
RED.MC (Utilities) | Pay Day | Jan 25 | $0.22 |
CP (Cfranklin89) | Pay Day | Jan 27 | $0.14 |
Performance Metrics
Score 7.3/10
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
1.88
1.88
0
0.5
1
2
2
Sortino Ratio
3.61
3.61
0
1
2
4
4
Jensen's Alpha
6.89
6.89
-2
0
2
7
7
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
3.25
3.25
0
0.75
1.25
4
4
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
5.56
5.56
0
0.3
0.6
6
6
Beta
0.55
0.55
0
0.8
1.2
0
2
Sharpe Ratio
1.88
1.88
0
0.5
1
2
2
Sortino Ratio
3.61
3.61
0
1
2
4
4
Jensen's Alpha
6.89
6.89
-2
0
2
7
7
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
3.25
3.25
0
0.75
1.25
4
4
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
5.56
5.56
0
0.3
0.6
6
6
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-5.21% | Mar 2024 | Apr 2024 | 1 |
-1.27% | Jun 2024 | Jul 2024 | 1 |