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-0.02%
Today
-0.02%
This Month
+5.99%
Year To Date
+8.21%
2 Years
+18.23%
5 Years
+3.86%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance29.87%
- 👥 Copy Trading29.56%
- 🚗 Consumer Durables9.46%
- 🍞 Consumer Non Durables8.67%
- 🛍️ Retail Trade8.16%
- 💵 Cash5.35%
- 🪨 Non Energy Minerals2.94%
- 📡 Communications1.8%
- 💼 Commercial Services1.54%
- 🖥️ Technology Services1.44%
- 💇♀️ Consumer Services1.03%
- 📊 ETFs0.78%
- ⛏️ Energy Minerals0.31%
- 🪙 Cryptocurrencies0.18%
- 🏭 Industrial Services0.17%
- 🚚 Transportation0.16%
- 💻 Electronic Technology0.08%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE37.03%
- 🇺🇸 NYSE28.59%
- 🇺🇸 Nasdaq18.43%
- 🇩🇪 FRA5.89%
- 🇨🇭 SIX1.53%
- 🇫🇷 Euronext Paris1.13%
- 🇮🇹 Borsa Italiana1.12%
- 🌍 Digital Currency0.76%
- 🇩🇰 Copenhagen Stock Exchange0.71%
- 🇭🇰 Hong Kong Exchanges0.71%
- 🇪🇸 Bolsa De Madrid0.22%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom40.28%
- 🇺🇸 United States25.62%
- 🇨🇳 China8.8%
- 🇩🇪 Germany5.89%
- 🇮🇪 Ireland3.37%
- 🇨🇭 Switzerland2.35%
- 🇱🇺 Luxembourg1.31%
- 🇦🇺 Australia1.3%
- 🇫🇷 France1.13%
- 🇮🇹 Italy1.12%
- 🇩🇰 Denmark0.71%
- 🇺🇾 Uruguay0.67%
- 🇮🇱 Israel0.65%
- 🇭🇰 Hong Kong0.54%
- 🇧🇷 Brazil0.31%
- 🇪🇸 Spain0.22%
- 🇨🇦 Canada0.17%
- 🇹🇼 Taiwan0.15%
Dividends
Dividend Yield
3.76%
36 out of 52 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PHNX.L | 0.65% | 10.22% | $0.53 |
 MBG.DE | 0.53% | 9% | $5.3 |
 LLOY.L | 0.52% | 4.67% | $0.03 |
 ULVR.L | 0.26% | 3.17% | $1.47 |
 O | 0.26% | 5.73% | $3.09 |
 jaynemesis | 0.21% | 0.72% | - |
 LGEN.L | 0.18% | 8.52% | $0.2 |
 AV.L | 0.15% | 6.67% | $0.33 |
 PHP.L | 0.11% | 7.41% | $0.06 |
 RIO | 0.1% | 7.18% | $4.34 |
 VOD | 0.08% | 8.15% | $0.94 |
 BHP | 0.08% | 5.88% | $3.01 |
 PBR | 0.06% | 18.77% | $1.73 |
 BABA | 0.05% | 0.99% | $0.98 |
 EVR.L | 0.05% | 17.85% | - |
 TW.L | 0.05% | 8.01% | $0.1 |
 12.HK | 0.05% | 8.33% | $1.8 |
 MNG.L | 0.04% | 9.52% | $0.2 |
 ASHM.L | 0.04% | 9.97% | $0.17 |
 WBA | 0.04% | 9.73% | $1.46 |
 T | 0.04% | 4.68% | $1.11 |
 ZIM | 0.04% | 22.3% | $0.23 |
 F | 0.03% | 7.74% | $0.78 |
 SBRY.L | 0.02% | 5.15% | $0.13 |
 PAGE.L | 0.02% | 5.08% | $0.32 |
 KO | 0.01% | 3.06% | $1.89 |
 AGR.L | 0.01% | 8.86% | $0.03 |
 TZA | 0.01% | 2.78% | - |
 OSB.L | 0.01% | 7.72% | $0.32 |
 SGRO.L | 0.01% | 3.95% | $0.28 |
 SCHD | 0.01% | 3.8% | - |
 0939.HK | 0.01% | 6.84% | $0.43 |
 ENB | 0.01% | 6.31% | $2.66 |
 MONY.L | 0.01% | 6.31% | $0.12 |
 BME.L | 0.01% | 4.61% | $0.15 |
 JD.L | 0% | 1.04% | $0.01 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
O | Ex-Dividend | Feb 3 | $0.26 |
VOD | Pay Day | Feb 7 | $0.24 |
 V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
O | Pay Day | Feb 14 | $0.26 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
 DOYU | Pay Day | Feb 20 | $9.94 |
 MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
PHP.L | Pay Day | Feb 21 | $0.02 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
ENB | Pay Day | Mar 1 | $0.67 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Mar 14 | $0.75 |
SW (jaynemesis) | Pay Day | Mar 18 | $0.43 |
 TSM (jaynemesis) | Ex-Dividend | Mar 18 | $0.69 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
TSM (jaynemesis) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 2.8/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-11.37
-11.37
-12
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.23
0.23
0
1
2
3
3
Jensen's Alpha
-11.37
-11.37
-12
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
0.28
0.28
0
0.75
1.25
2
2
Information Ratio
-0.99
-0.99
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.21% | Jul 2021 | - | 43 |
-11.38% | Sep 2020 | Nov 2020 | 2 |
-4.01% | Jul 2020 | Aug 2020 | 1 |
-2.03% | Mar 2021 | Jun 2021 | 3 |