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-0.41%
Today
-0.41%
This Month
+4.81%
Year To Date
+58.12%
2 Years
+37.24%
5 Years
+7.43%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading48.74%
- 📊 ETFs20.28%
- 🪙 Cryptocurrencies12.36%
- 💵 Cash5.63%
- 🚗 Consumer Durables4.77%
- 💻 Electronic Technology3.3%
- 🖥️ Technology Services3.28%
- ❓ Other1.1%
- 💇♀️ Consumer Services0.76%
- 🍞 Consumer Non Durables0.66%
- ⛏️ Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.09%
- 🇺🇸 Nasdaq30.1%
- 🌍 Digital Currency12.79%
- 🇬🇧 LSE6.36%
- 🇺🇸 Chicago Board Options Exchange4.16%
- 🇮🇹 Borsa Italiana2.82%
- 🇨🇭 SIX1.96%
- 🌍 Extended Hours Trading1%
- 🇪🇸 Bolsa De Madrid0.98%
- 🇫🇷 Euronext Paris0.95%
- 🇩🇰 Copenhagen Stock Exchange0.63%
- 🇩🇪 FRA0.43%
- 🇭🇰 Hong Kong Exchanges0.27%
- 🇸🇪 Stockholm Stock Exchange0.27%
- 🇳🇴 Oslo Stock Exchange0.23%
- 🇫🇮 Helsinki Stock Exchange0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.38%
- 🇬🇧 United Kingdom4.06%
- 🇮🇹 Italy2.82%
- 🇨🇭 Switzerland2.31%
- 🇮🇪 Ireland1.44%
- 🇹🇼 Taiwan1.27%
- 🇪🇸 Spain0.98%
- 🇫🇷 France0.95%
- 🇩🇰 Denmark0.63%
- 🇱🇺 Luxembourg0.63%
- 🇯🇵 Japan0.52%
- 🇳🇱 Netherlands0.49%
- 🇩🇪 Germany0.43%
- 🇨🇦 Canada0.39%
- 🇨🇳 China0.31%
- 🇺🇾 Uruguay0.29%
- 🇸🇪 Sweden0.27%
- 🇳🇴 Norway0.23%
- 🇮🇱 Israel0.21%
- 🇫🇮 Finland0.1%
- 🇧🇷 Brazil0.07%
- 🇰🇷 South Korea0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.59%
16 out of 24 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 JeppeKirkBonde | 0.23% | 1.24% | - |
 jaynemesis | 0.09% | 0.72% | - |
 thomaspj | 0.08% | 0.47% | - |
 MO | 0.05% | 7.66% | $3.92 |
 IAPD.L | 0.04% | 6.42% | - |
 LDO.MI | 0.02% | 0.93% | $0.28 |
 ITA | 0.02% | 1.12% | - |
 IUSA.L | 0.02% | 1.01% | - |
 MCD | 0.02% | 2.35% | $6.53 |
 MSFT | 0.01% | 0.76% | $3 |
 META | 0% | 0.29% | $1 |
 GOOG | 0% | 0.29% | $0.2 |
 AAPL | 0% | 0.53% | $0.97 |
 NVTKL.L | 0% | 109.46% | - |
 NVDA.EXT | 0% | 0.03% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | 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 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
TSM (jaynemesis) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 3.1/10
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-7.97
-7.97
-8
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Beta
1.26
1.26
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-7.97
-7.97
-8
0
2
4.5
4.5
Omega Ratio
0.74
0.74
0
1
1.5
2.5
2.5
Treynor Ratio
0.48
0.48
0
0.75
1.25
2
2
Information Ratio
-0.42
-0.42
-1
0.3
0.6
1
1
Calmar Ratio
0.18
0.18
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.82% | Nov 2021 | Nov 2024 | 36 |
-6.1% | Sep 2021 | Oct 2021 | 1 |
-3.82% | May 2021 | Jun 2021 | 1 |
-3.32% | Dec 2024 | Jan 2025 | 1 |
-0.41% | Jul 2021 | Aug 2021 | 1 |
-0.15% | Mar 2021 | Apr 2021 | 1 |