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-0.04%
Today
-0.04%
This Month
+3.19%
Year To Date
+50%
2 Years
+23.77%
5 Years
+6.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs41.4%
- 🖥️ Technology Services16.64%
- 👥 Copy Trading12.89%
- 💻 Electronic Technology5.72%
- 💵 Cash5.48%
- 🛍️ Retail Trade5.29%
- 💼 Commercial Services2.95%
- 🍞 Consumer Non Durables2.38%
- 🚗 Consumer Durables1.72%
- 💰 Finance1.25%
- 🪙 Cryptocurrencies1.22%
- 🚚 Transportation0.89%
- 🛠️ Producer Manufacturing0.49%
- 🧬 Health Technology0.43%
- 💇♀️ Consumer Services0.37%
- ⚡ Utilities0.17%
- 🧪 Process Industries0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.63%
- 🇺🇸 Nasdaq38.79%
- 🇮🇹 Borsa Italiana1.5%
- 🌍 Digital Currency1.22%
- 🇬🇧 LSE0.96%
- 🇩🇪 FRA0.44%
- 🇫🇷 Euronext Paris0.31%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.83%
- 🇨🇭 Switzerland1.88%
- 🇨🇳 China1.85%
- 🇳🇱 Netherlands1.62%
- 🇮🇪 Ireland1.15%
- 🇩🇪 Germany0.64%
- 🇰🇷 South Korea0.64%
- 🇧🇷 Brazil0.59%
- 🇬🇧 United Kingdom0.5%
- 🇮🇳 India0.42%
- 🇫🇷 France0.39%
- 🇮🇱 Israel0.34%
- 🇹🇼 Taiwan0.31%
- 🇿🇦 South Africa0.17%
- 🇱🇺 Luxembourg0.14%
- 🇲🇽 Mexico0.14%
- 🇰🇾 Cayman Islands0.11%
- 🇹🇷 Türkiye0.1%
- 🇦🇷 Argentina0.09%
- 🇨🇦 Canada0.06%
- 🇺🇾 Uruguay0.05%
- 🇨🇱 Chile0.05%
- 🇵🇦 Panama0.05%
- 🇵🇪 Peru0.05%
- 🇮🇩 Indonesia0.05%
Dividends
Dividend Yield
0.88%
34 out of 58 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.37%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VT.US | 0.18% | 2.9% | - |
 VTI | 0.1% | 1.26% | - |
 VOO | 0.08% | 1.26% | - |
 IXUS | 0.07% | 3.46% | - |
 MSFT | 0.05% | 0.76% | $3 |
 DividendGrowth | 0.05% | 2.53% | - |
 EmergingNations | 0.05% | 2.4% | - |
 VUG | 0.05% | 0.51% | - |
 QCOM | 0.03% | 1.97% | $3.25 |
 XLF | 0.03% | 1.48% | - |
 STMMI.MI | 0.02% | 1.57% | $0.28 |
 GS | 0.02% | 1.83% | $11 |
 GOOG | 0.02% | 0.29% | $0.2 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 RYAAY | 0.02% | 1.8% | $0.93 |
 BigTech | 0.01% | 0.36% | - |
 PFE | 0.01% | 6.37% | $1.66 |
 AI-Revolution | 0.01% | 0.22% | - |
 META | 0.01% | 0.29% | $1 |
 WPP.L | 0.01% | 5.1% | $0.39 |
 CVS | 0.01% | 4.71% | $2.54 |
 BSBR | 0.01% | 4.79% | $0.24 |
 AAPL | 0.01% | 0.53% | $0.97 |
 MA | 0.01% | 0.49% | $2.46 |
 RI.PA | 0.01% | 4.26% | $4.7 |
 NKE | 0% | 1.96% | $1.45 |
 HSY | 0% | 3.67% | $5.12 |
 RWE.DE | 0% | 3.35% | $1 |
 SBUX | 0% | 2.19% | $2.24 |
 ALO.PA | 0% | 1.56% | $0.24 |
 BABA | 0% | 0.99% | $0.98 |
 UPS | 0% | 5.71% | $6.5 |
 GLE.PA | 0% | 2.88% | $0.9 |
 ORA.US | 0% | 0.75% | $0.48 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Pay Day | Feb 3 | $0.66 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
 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 | Pay Day | Feb 13 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
 ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
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 | Ex-Dividend | Mar 6 | $0.85 |
QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
 TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
QCOM | Pay Day | Mar 27 | $0.85 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
GS | Pay Day | Mar 28 | $3.00 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
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 (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 3.6/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-0.53
-0.53
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.25
0.25
0
0.5
1
1.5
1.5
Sortino Ratio
0.38
0.38
0
1
2
3
3
Jensen's Alpha
-0.53
-0.53
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.42
0.42
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.54% | Mar 2022 | Dec 2023 | 21 |
-9.87% | Apr 2024 | Aug 2024 | 4 |
-2.32% | Dec 2024 | Jan 2025 | 1 |
-1.39% | Oct 2024 | Nov 2024 | 1 |
-0.26% | Jan 2024 | Feb 2024 | 1 |