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-0.09%
Today
-0.09%
This Month
+1.39%
Year To Date
+139.08%
2 Years
+139.08%
5 Years
+92.27%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash50.66%
- 👥 Copy Trading46.55%
- 🖥️ Technology Services1.89%
- 🛍️ Retail Trade1.79%
- 🧬 Health Technology0.46%
- 💇♀️ Consumer Services0.29%
- 💻 Electronic Technology0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq20.85%
- 🇩🇪 Xetra ETFs8.69%
- 🇺🇸 NYSE6.39%
- 🇬🇧 LSE3.88%
- 🌍 Digital Currency3.86%
- 🇫🇷 Euronext Paris0.78%
- 🇭🇰 Hong Kong Exchanges0.21%
- 🇨🇭 SIX0.18%
- 🇮🇹 Borsa Italiana0.17%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇦🇺 Sydney0.09%
- 🇺🇸 Chicago Board Options Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States23.22%
- 🇫🇷 France0.78%
- 🇨🇦 Canada0.51%
- 🇨🇳 China0.42%
- 🇳🇱 Netherlands0.39%
- 🇩🇰 Denmark0.3%
- 🇹🇼 Taiwan0.3%
- 🇬🇧 United Kingdom0.3%
- 🇨🇭 Switzerland0.26%
- 🇱🇺 Luxembourg0.21%
- 🇺🇾 Uruguay0.19%
- 🇦🇺 Australia0.09%
- 🇭🇰 Hong Kong0.08%
- 🇯🇵 Japan0.06%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
7.6%
9 out of 12 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: OlenaL (56.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 OlenaL | 7.41% | 56.11% | - |
 Core-Moderate | 0.09% | 0.76% | - |
 SharonConnolly | 0.05% | 0.36% | - |
 TheNang89 | 0.02% | 0.28% | - |
 PFE | 0.01% | 6.37% | $1.66 |
 GOOGL | 0% | 0.29% | $0.2 |
 STMMI.MI | 0% | 1.57% | $0.28 |
 DIS | 0% | 0.88% | $0.75 |
 NVO | 0% | 1.21% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (SharonConnolly) | Pay Day | Feb 7 | $0.76 |
 COST (SharonConnolly) | Ex-Dividend | Feb 7 | $1.16 |
MA (OlenaL) | Pay Day | Feb 7 | $0.76 |
 AAPL (SharonConnolly) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (SharonConnolly) | Pay Day | Feb 10 | $0.70 |
AAPL (TheNang89) | Ex-Dividend | Feb 10 | $0.25 |
 V (SharonConnolly) | Ex-Dividend | Feb 11 | $0.59 |
V (OlenaL) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (SharonConnolly) | Pay Day | Feb 13 | $0.25 |
 SIMO (OlenaL) | Ex-Dividend | Feb 13 | $0.50 |
AAPL (TheNang89) | Pay Day | Feb 13 | $0.25 |
 LLY (SharonConnolly) | Ex-Dividend | Feb 14 | $1.50 |
 ALLY (OlenaL) | Pay Day | Feb 14 | $0.30 |
 MSFT (SharonConnolly) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (OlenaL) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (TheNang89) | Ex-Dividend | Feb 20 | $0.83 |
COST (SharonConnolly) | Pay Day | Feb 21 | $1.16 |
SIMO (OlenaL) | Pay Day | Feb 27 | $0.50 |
V (SharonConnolly) | Pay Day | Mar 3 | $0.59 |
V (OlenaL) | Pay Day | Mar 3 | $0.59 |
PFE | Pay Day | Mar 7 | $0.43 |
LLY (SharonConnolly) | Pay Day | Mar 10 | $1.50 |
MSFT (SharonConnolly) | Pay Day | Mar 13 | $0.83 |
MSFT (OlenaL) | Pay Day | Mar 13 | $0.83 |
MSFT (TheNang89) | Pay Day | Mar 13 | $0.83 |
 TSM (SharonConnolly) | Ex-Dividend | Mar 18 | $0.69 |
TSM (TheNang89) | Ex-Dividend | Mar 18 | $0.69 |
TSM (SharonConnolly) | Pay Day | Apr 10 | $0.69 |
TSM (TheNang89) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 8.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
96.94
96.94
-2
0
2
97
97
Omega Ratio
3.64
3.64
0
1
1.5
4
4
Treynor Ratio
8.83
8.83
0
0.75
1.25
9
9
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.98
0.98
0
0.5
1
1.5
1.5
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
96.94
96.94
-2
0
2
97
97
Omega Ratio
3.64
3.64
0
1
1.5
4
4
Treynor Ratio
8.83
8.83
0
0.75
1.25
9
9
Information Ratio
0.71
0.71
0
0.3
0.6
1
1
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.2% | Apr 2024 | - | 10 |