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-0.52%
Today
-0.52%
This Month
-0.66%
Year To Date
-3.94%
2 Years
-30.69%
5 Years
-10.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash55.87%
- 👥 Copy Trading25.08%
- 💻 Electronic Technology7.85%
- 📊 ETFs6.78%
- 🖥️ Technology Services6.64%
- 💼 Commercial Services3.74%
- 🍞 Consumer Non Durables1.88%
- 🧬 Health Technology1.67%
- 🏭 Industrial Services1.39%
- 💇♀️ Consumer Services0.46%
- 🪙 Cryptocurrencies0.39%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29.44%
- 🇺🇸 NYSE11.21%
- 🌍 Digital Currency10.53%
- 🇳🇱 Euronext Amsterdam1.08%
- 🇨🇭 SIX0.72%
- 🇪🇸 Bolsa De Madrid0.43%
- 🇬🇧 LSE0.4%
- 🇫🇷 Euronext Paris0.33%
- 🇩🇪 FRA0.29%
- 🇩🇰 Copenhagen Stock Exchange0.22%
- 🇭🇰 Hong Kong Exchanges0.22%
- 🇺🇸 Chicago Board Options Exchange0.21%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🇩🇪 Xetra ETFs0.09%
- 🇮🇹 Borsa Italiana0.08%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States30.72%
- 🇳🇱 Netherlands1.31%
- 🇨🇭 Switzerland0.78%
- 🇹🇼 Taiwan0.58%
- 🇪🇸 Spain0.43%
- 🇨🇦 Canada0.41%
- 🇬🇧 United Kingdom0.36%
- 🇫🇷 France0.33%
- 🇩🇪 Germany0.29%
- 🇨🇳 China0.25%
- 🇮🇪 Ireland0.25%
- 🇯🇵 Japan0.25%
- 🇩🇰 Denmark0.24%
- 🇱🇺 Luxembourg0.16%
- 🇺🇾 Uruguay0.15%
- 🇸🇪 Sweden0.13%
- 🇳🇴 Norway0.11%
- 🇮🇹 Italy0.08%
- 🇫🇮 Finland0.05%
- 🇮🇱 Israel0.04%
- 🇧🇷 Brazil0.03%
- 🇰🇷 South Korea0.03%
- 🇦🇺 Australia0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.18%
9 out of 21 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SCI (1.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.11% | 1.24% | - |
 campervans | 0.02% | 1.14% | - |
 Wesl3y | 0.02% | 0.94% | - |
 jaynemesis | 0.02% | 0.72% | - |
 ASML.NV | 0.01% | 0.89% | $6.1 |
 SCI | 0.01% | 1.54% | $1.18 |
 SharonConnolly | 0% | 0.36% | - |
 NVDA | 0% | 0.03% | $0.02 |
 Gibbs911 | 0% | 0% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA (SharonConnolly) | Pay Day | Feb 7 | $0.76 |
 COST (SharonConnolly) | Ex-Dividend | Feb 7 | $1.16 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
 AAPL (SharonConnolly) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (SharonConnolly) | Pay Day | Feb 10 | $0.70 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (SharonConnolly) | Ex-Dividend | Feb 11 | $0.59 |
V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
AAPL (SharonConnolly) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 LLY (SharonConnolly) | Ex-Dividend | Feb 14 | $1.50 |
LLY (campervans) | Ex-Dividend | Feb 14 | $1.50 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
 MSFT (SharonConnolly) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (campervans) | Ex-Dividend | Feb 20 | $0.83 |
 EZJ.L (Wesl3y) | Ex-Dividend | Feb 20 | $0.15 |
MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
COST (SharonConnolly) | Pay Day | Feb 21 | $1.16 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
V (SharonConnolly) | Pay Day | Mar 3 | $0.59 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 PII (campervans) | Ex-Dividend | Mar 3 | $0.67 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
LLY (SharonConnolly) | Pay Day | Mar 10 | $1.50 |
LLY (campervans) | Pay Day | Mar 10 | $1.50 |
MSFT (SharonConnolly) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (campervans) | Pay Day | Mar 13 | $0.83 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Mar 14 | $0.75 |
PII (campervans) | Pay Day | Mar 17 | $0.67 |
 TSM (SharonConnolly) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
SW (jaynemesis) | Pay Day | Mar 18 | $0.43 |
TSM (jaynemesis) | Ex-Dividend | Mar 18 | $0.69 |
EZJ.L (Wesl3y) | Pay Day | Mar 21 | $0.15 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
TSM (SharonConnolly) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (jaynemesis) | 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 (Wesl3y) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Wesl3y) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.2/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.57
-0.57
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.72
-0.72
-1
1
2
3
3
Jensen's Alpha
-16.68
-16.68
-17
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-1.06
-1.06
-2
0.75
1.25
2
2
Information Ratio
-1.44
-1.44
-2
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.57
-0.57
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.72
-0.72
-1
1
2
3
3
Jensen's Alpha
-16.68
-16.68
-17
0
2
4.5
4.5
Omega Ratio
0.32
0.32
0
1
1.5
2.5
2.5
Treynor Ratio
-1.06
-1.06
-2
0.75
1.25
2
2
Information Ratio
-1.44
-1.44
-2
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.59% | Nov 2021 | - | 39 |
-6.06% | Jul 2021 | Oct 2021 | 3 |