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0%
Today
0%
This Month
+3.95%
Year To Date
+26.53%
2 Years
+3.38%
5 Years
+0.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.14%
- 💰 Finance13.45%
- 💻 Electronic Technology8.77%
- 🖥️ Technology Services7.74%
- 🍞 Consumer Non Durables5.96%
- 🛠️ Producer Manufacturing4.82%
- 🛍️ Retail Trade4.29%
- 🚚 Transportation3.43%
- 🚗 Consumer Durables3.05%
- 🪨 Non Energy Minerals2.76%
- 💼 Commercial Services1.33%
- 💇♀️ Consumer Services1.21%
- 💵 Cash1.06%
- 📡 Communications0.73%
- 🧪 Process Industries0.57%
- 🧬 Health Technology0.37%
- 🪙 Cryptocurrencies0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.22%
- 🇺🇸 Nasdaq25.32%
- 🇬🇧 LSE18.74%
- 🇫🇷 Euronext Paris4.71%
- 🇭🇰 Hong Kong Exchanges3.54%
- 🇳🇱 Euronext Amsterdam2.34%
- 🇪🇸 Bolsa De Madrid2.15%
- 🇨🇭 SIX1.16%
- 🇩🇪 FRA1.03%
- 🇸🇪 Stockholm Stock Exchange0.77%
- 🇮🇹 Borsa Italiana0.67%
- 🇧🇪 Euronext Brussels0.62%
- 🌍 Digital Currency0.3%
- 🌍 CFD0.22%
- 🇩🇪 Xetra ETFs0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.33%
- 🇬🇧 United Kingdom17.01%
- 🇫🇷 France4.71%
- 🇨🇳 China4.47%
- 🇨🇭 Switzerland4.18%
- 🇱🇺 Luxembourg4.09%
- 🇳🇱 Netherlands2.69%
- 🇨🇦 Canada2.67%
- 🇮🇪 Ireland1.63%
- 🇯🇵 Japan1.55%
- 🇪🇸 Spain1.41%
- 🇩🇪 Germany1.03%
- 🇸🇪 Sweden0.87%
- 🇫🇮 Finland0.77%
- 🇧🇷 Brazil0.69%
- 🇮🇹 Italy0.67%
- 🇧🇪 Belgium0.62%
- 🇹🇼 Taiwan0.18%
- 🇰🇷 South Korea0.16%
- 🇮🇱 Israel0.08%
- 🇩🇰 Denmark0.02%
- 🇺🇾 Uruguay0.01%
Dividends
Dividend Yield
1.67%
36 out of 48 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (7.02%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.48% | 4.29% | - |
 DividendGrowth | 0.21% | 2.53% | - |
 BNP.PA | 0.09% | 7.02% | $4.6 |
 CSCO | 0.07% | 2.64% | $1.58 |
 TSCO.L | 0.07% | 3.36% | $0.12 |
 ML.PA | 0.05% | 4.03% | $1.35 |
 iliescu2605 | 0.05% | 0.8% | - |
 BARC.L | 0.05% | 2.77% | $0.08 |
 ICG.L | 0.05% | 3.37% | $0.79 |
 NESN.ZU | 0.04% | 3.86% | $3 |
 Chip-Tech | 0.04% | 0.64% | - |
 BAC | 0.04% | 2.2% | $0.96 |
 ROR.L | 0.04% | 2.13% | $0.07 |
 CMP | 0.03% | 5.15% | $0.6 |
 MCD | 0.03% | 2.35% | $6.53 |
 RMV.L | 0.03% | 1.41% | $0.09 |
 CCH.L | 0.03% | 2.82% | $0.79 |
 DGE.L | 0.03% | 3.31% | $0.81 |
 RYAAY | 0.03% | 1.8% | $0.93 |
 HEIA.NV | 0.02% | 2.57% | $1.73 |
 DE | 0.02% | 1.27% | $5.76 |
 AXP | 0.02% | 0.88% | $2.6 |
 NTDOY | 0.02% | 1.08% | $0.24 |
 PGR | 0.02% | 1.99% | $1.15 |
 01211.HK | 0.02% | 1.25% | $3.41 |
 EQIX | 0.01% | 1.87% | $16.19 |
 MTS.MC | 0.01% | 1.92% | $0.44 |
 CP | 0.01% | 0.66% | $0.56 |
 AIR.PA | 0.01% | 1.08% | $1.8 |
 MCO | 0.01% | 0.68% | $3.24 |
 GOOG | 0.01% | 0.29% | $0.2 |
 BABA | 0.01% | 0.99% | $0.98 |
 GRG.L | 0.01% | 0.88% | $0.6 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 HICL.L | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 O (iliescu2605) | Ex-Dividend | Feb 3 | $0.26 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 PNR (iliescu2605) | Pay Day | Feb 7 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
DE | Pay Day | Feb 10 | $1.62 |
 AAPL (iliescu2605) | Ex-Dividend | Feb 10 | $0.25 |
 IBM (iliescu2605) | Ex-Dividend | Feb 10 | $1.67 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
AAPL (iliescu2605) | Pay Day | Feb 13 | $0.25 |
 SHEL.L (iliescu2605) | Ex-Dividend | Feb 13 | $0.36 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
O (iliescu2605) | Pay Day | Feb 14 | $0.26 |
 TER (iliescu2605) | Ex-Dividend | Feb 14 | $0.12 |
TER (Chip-Tech) | Ex-Dividend | Feb 14 | $0.12 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
 ENTG (Chip-Tech) | Pay Day | Feb 19 | $0.10 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (iliescu2605) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (iliescu2605) | Ex-Dividend | Feb 20 | $0.40 |
AMAT (Chip-Tech) | Ex-Dividend | Feb 20 | $0.40 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 QCOM (iliescu2605) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (Chip-Tech) | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
IBM (iliescu2605) | Pay Day | Mar 10 | $1.67 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (iliescu2605) | Pay Day | Mar 13 | $0.83 |
AMAT (iliescu2605) | Pay Day | Mar 13 | $0.40 |
AMAT (Chip-Tech) | Pay Day | Mar 13 | $0.40 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
TER (iliescu2605) | Pay Day | Mar 14 | $0.12 |
TER (Chip-Tech) | Pay Day | Mar 14 | $0.12 |
 HCA (iliescu2605) | Ex-Dividend | Mar 17 | $0.72 |
 TSM (iliescu2605) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Chip-Tech) | Ex-Dividend | Mar 18 | $0.69 |
SHEL.L (iliescu2605) | Pay Day | Mar 24 | $0.36 |
QCOM (iliescu2605) | Pay Day | Mar 27 | $0.85 |
QCOM (Chip-Tech) | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
CP | Ex-Dividend | Mar 28 | $0.13 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
HCA (iliescu2605) | Pay Day | Mar 31 | $0.72 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
TSM (iliescu2605) | Pay Day | Apr 10 | $0.69 |
TSM (Chip-Tech) | Pay Day | Apr 10 | $0.69 |
CP | Pay Day | Apr 28 | $0.13 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
 DIS (iliescu2605) | Ex-Dividend | Jun 24 | $0.50 |
DIS (iliescu2605) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.4/10
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-8.37
-8.37
-9
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Beta
0.69
0.69
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-8.37
-8.37
-9
0
2
4.5
4.5
Omega Ratio
0.42
0.42
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-1.17
-1.17
-2
0.3
0.6
1
1
Calmar Ratio
0.02
0.02
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.89% | Nov 2021 | - | 39 |
-5.48% | Sep 2021 | Oct 2021 | 1 |
-4.65% | Feb 2021 | Mar 2021 | 1 |
-3.78% | May 2021 | Aug 2021 | 3 |