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-0.18%
Today
-0.18%
This Month
+4.76%
Year To Date
+46.64%
2 Years
+65.76%
5 Years
+9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.67%
- ⚡ Utilities14.46%
- 💰 Finance11.31%
- 📊 ETFs8.75%
- 🪙 Cryptocurrencies8.04%
- 🏭 Industrial Services7.34%
- 💇♀️ Consumer Services3.44%
- 🪨 Non Energy Minerals1.92%
- 🛍️ Retail Trade1.7%
- 🧬 Health Technology1.59%
- 📦 Distribution Services1.48%
- ⛏️ Energy Minerals1.43%
- 🍞 Consumer Non Durables1.02%
- 🚗 Consumer Durables0.55%
- 🧪 Process Industries0.37%
- 📡 Communications0.25%
- 💵 Cash0.22%
- 🖥️ Technology Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE66.45%
- 🇺🇸 Nasdaq19.35%
- 🌍 Digital Currency8.04%
- 🇬🇧 LSE3.54%
- 🇭🇰 Hong Kong Exchanges0.23%
- 🇳🇱 Euronext Amsterdam0.21%
- 🇩🇪 FRA0.18%
- 🇫🇷 Euronext Paris0.14%
- 🇮🇹 Borsa Italiana0.08%
- 🇺🇸 Chicago Board Options Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.52%
- 🇬🇧 United Kingdom4.12%
- 🇨🇳 China0.83%
- 🇳🇱 Netherlands0.71%
- 🇧🇷 Brazil0.6%
- 🇸🇬 Singapore0.43%
- 🇨🇦 Canada0.29%
- 🇮🇪 Ireland0.26%
- 🇦🇺 Australia0.22%
- 🇩🇪 Germany0.18%
- 🇰🇾 Cayman Islands0.17%
- 🇫🇷 France0.14%
- 🇺🇾 Uruguay0.11%
- 🇮🇱 Israel0.11%
- 🇦🇷 Argentina0.1%
- 🇮🇳 India0.1%
- 🇮🇹 Italy0.08%
- 🇯🇵 Japan0.07%
- 🇨🇱 Chile0.07%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
2.29%
63 out of 73 instruments pay dividend.
38 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TRGP | 0.22% | 1.52% | $2.25 |
 OKE | 0.19% | 4.12% | $3.89 |
 IEP | 0.12% | 35.93% | $4 |
 EPD | 0.11% | 6.43% | $2.03 |
 SUN | 0.09% | 6.24% | $3.4 |
 DividendGrowth | 0.09% | 2.53% | - |
 MPLX | 0.08% | 6.95% | $3.33 |
 MO | 0.07% | 7.66% | $3.92 |
 MAIN | 0.07% | 4.84% | $2.85 |
 ABR | 0.07% | 12.85% | $1.72 |
 RIO | 0.07% | 7.18% | $4.34 |
 thomaspj | 0.06% | 0.47% | - |
 BDN | 0.06% | 10.93% | $0.6 |
 VALE | 0.06% | 9.88% | $1.33 |
 SBRA | 0.06% | 7.18% | $1.2 |
 AGNC | 0.06% | 14.44% | $1.44 |
 ABBV | 0.05% | 3.42% | $6.06 |
 HarryH1993 | 0.05% | 1.29% | - |
 ARR | 0.05% | 15.3% | $3.84 |
 KSS | 0.04% | 15.14% | $2 |
 SPG | 0.03% | 4.66% | $7.75 |
 NLY | 0.03% | 12.74% | $2.6 |
 EVR.L | 0.03% | 17.85% | - |
 FSK | 0.03% | 10.56% | $2.47 |
 RF | 0.03% | 3.98% | $0.96 |
 IVR | 0.03% | 18.91% | $1.6 |
 M | 0.03% | 4.46% | $0.68 |
 OutSmartNSDQ | 0.03% | 0.3% | - |
 CMA | 0.02% | 4.22% | $2.84 |
 RITM | 0.02% | 8.69% | $1 |
 DroneTech | 0.02% | 0.99% | - |
 ARCC | 0.02% | 8.11% | $1.62 |
 R | 0.02% | 1.91% | $2.84 |
 STWD | 0.02% | 9.92% | $1.92 |
 BXMT | 0.02% | 12.11% | $2.48 |
 UNIT | 0.02% | 11.01% | $0.6 |
 OXY | 0.02% | 1.89% | $0.8 |
 HDV | 0.01% | 3.91% | - |
 ShoppingCart | 0.01% | 0.38% | - |
 BHP | 0.01% | 5.88% | $3.01 |
 T | 0.01% | 4.68% | $1.11 |
 GNL | 0.01% | 15.3% | $1.38 |
 HBAN | 0.01% | 3.6% | $0.62 |
 WPC | 0.01% | 6.24% | $3.67 |
 GLPI | 0.01% | 6.28% | $2.98 |
 EIX | 0.01% | 5.87% | $3.04 |
 VLO | 0.01% | 3.26% | $4.18 |
 RCL | 0.01% | 0.36% | - |
 EPR | 0.01% | 7.38% | $3.34 |
 O | 0.01% | 5.73% | $3.09 |
 LOW | 0.01% | 1.75% | $4.45 |
 IP | 0.01% | 3.33% | $1.85 |
 TPR | 0.01% | 1.92% | $1.4 |
 MPW | 0.01% | 9.81% | $0.6 |
 PPL | 0.01% | 3.07% | $1 |
 CIM | 0.01% | 9.54% | $1.55 |
 Four-Horsemen | 0% | 0.4% | - |
 CE | 0% | 3.94% | $2.8 |
 FHN | 0% | 2.74% | $0.6 |
 SQM | 0% | 3.45% | $1.36 |
 LKOD.L | 0% | 76.06% | - |
 VOO | 0% | 1.26% | - |
 VFC | 0% | 1.39% | $0.57 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
OKE | Ex-Dividend | Feb 3 | $1.03 |
O | Ex-Dividend | Feb 3 | $0.26 |
MPLX | Ex-Dividend | Feb 3 | $0.96 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
LOW | Pay Day | Feb 5 | $1.15 |
LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
MAIN | Ex-Dividend | Feb 7 | $0.25 |
SUN | Ex-Dividend | Feb 7 | $0.89 |
 DHI (HarryH1993) | Ex-Dividend | Feb 7 | $0.40 |
 AHT.L (HarryH1993) | Pay Day | Feb 7 | $0.46 |
MAIN (HarryH1993) | Ex-Dividend | Feb 7 | $0.25 |
 GD (DroneTech) | Pay Day | Feb 7 | $1.42 |
 PH (DroneTech) | Ex-Dividend | Feb 7 | $1.63 |
 HWM (DroneTech) | Ex-Dividend | Feb 7 | $0.10 |
 HXL (DroneTech) | Ex-Dividend | Feb 7 | $0.17 |
GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
 AAPL (HarryH1993) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (HarryH1993) | Ex-Dividend | Feb 10 | $1.58 |
AAPL (Four-Horsemen) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
AGNC | Pay Day | Feb 11 | $0.12 |
 TXN (DroneTech) | Pay Day | Feb 11 | $1.36 |
TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
AAPL (HarryH1993) | Pay Day | Feb 13 | $0.25 |
AAPL (Four-Horsemen) | Pay Day | Feb 13 | $0.25 |
ABBV | Pay Day | Feb 14 | $1.64 |
EPD | Pay Day | Feb 14 | $0.54 |
OKE | Pay Day | Feb 14 | $1.03 |
TRGP | Pay Day | Feb 14 | $0.75 |
O | Pay Day | Feb 14 | $0.26 |
MAIN | Pay Day | Feb 14 | $0.25 |
ARR | Ex-Dividend | Feb 14 | $0.24 |
MPLX | Pay Day | Feb 14 | $0.96 |
DHI (HarryH1993) | Pay Day | Feb 14 | $0.40 |
MAIN (HarryH1993) | Pay Day | Feb 14 | $0.25 |
HXL (DroneTech) | Pay Day | Feb 14 | $0.17 |
 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 |
EPR | Pay Day | Feb 18 | $0.28 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
SUN | Pay Day | Feb 19 | $0.89 |
ASML.NV (HarryH1993) | Pay Day | Feb 19 | $1.58 |
 MSFT (OutSmartNSDQ) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (DroneTech) | Pay Day | Feb 20 | $1.41 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Four-Horsemen) | Ex-Dividend | Feb 20 | $0.83 |
 RTX (DroneTech) | Ex-Dividend | Feb 21 | $0.63 |
IP | Ex-Dividend | Feb 24 | $0.46 |
HWM (DroneTech) | Pay Day | Feb 25 | $0.10 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
ARR | Pay Day | Feb 27 | $0.24 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
VLO | Pay Day | Mar 3 | $1.13 |
 LMT (DroneTech) | Ex-Dividend | Mar 3 | $3.30 |
LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
PH (DroneTech) | Pay Day | Mar 7 | $1.63 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
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 (OutSmartNSDQ) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (Four-Horsemen) | Pay Day | Mar 13 | $0.83 |
FHN | Ex-Dividend | Mar 14 | $0.15 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
IP | Pay Day | Mar 17 | $0.46 |
HBAN | Ex-Dividend | Mar 18 | $0.16 |
VFC | Pay Day | Mar 20 | $0.09 |
RTX (DroneTech) | Pay Day | Mar 20 | $0.63 |
LMT (DroneTech) | Pay Day | Mar 28 | $3.30 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
HBAN | Pay Day | Apr 1 | $0.16 |
FHN | Pay Day | Apr 1 | $0.15 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 4.4/10
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
0.93
0.93
0
0.8
1.2
0
2
Sharpe Ratio
0.41
0.41
0
0.5
1
1.5
1.5
Sortino Ratio
0.7
0.7
0
1
2
3
3
Jensen's Alpha
-0.22
-0.22
-2
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.91
0.91
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.77% | Feb 2018 | Feb 2021 | 36 |
-34.55% | Sep 2014 | Dec 2017 | 39 |
-25.46% | Nov 2021 | Mar 2024 | 28 |
-12.73% | Mar 2014 | Aug 2014 | 5 |
-6.73% | Nov 2013 | Dec 2013 | 1 |
-3.9% | Dec 2024 | Jan 2025 | 1 |
-3.59% | Jul 2021 | Aug 2021 | 1 |
-3.49% | Apr 2024 | Jun 2024 | 2 |
-3.28% | Sep 2021 | Oct 2021 | 1 |