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+0.15%
Today
-4.3%
This Month
-10.35%
Year To Date
+28.96%
2 Years
-24.25%
5 Years
-5.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading32.06%
- 🛍️ Retail Trade12.47%
- 🪙 Cryptocurrencies10.36%
- 🖥️ Technology Services8.31%
- 🍞 Consumer Non Durables7.46%
- 💇♀️ Consumer Services6.72%
- 💻 Electronic Technology4.38%
- 💼 Commercial Services4.26%
- 🚗 Consumer Durables3.48%
- 📊 ETFs2.46%
- 💰 Finance1.75%
- 🚚 Transportation1.6%
- 💵 Cash1.51%
- 🛠️ Producer Manufacturing0.49%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.62%
- 🇺🇸 Nasdaq30.53%
- 🇬🇧 LSE11.08%
- 🌍 Digital Currency10.68%
- 🇩🇪 FRA1.09%
- 🇺🇸 Chicago Board Options Exchange0.58%
- 🇳🇱 Euronext Amsterdam0.47%
- 🇫🇷 Euronext Paris0.39%
- 🇨🇭 SIX0.29%
- 🇮🇹 Borsa Italiana0.16%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇪🇸 Bolsa De Madrid0.13%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.92%
- 🇬🇧 United Kingdom10.7%
- 🇨🇳 China3.28%
- 🇨🇦 Canada1.41%
- 🇮🇱 Israel1.35%
- 🇩🇪 Germany1.09%
- 🇯🇵 Japan0.76%
- 🇳🇱 Netherlands0.47%
- 🇮🇪 Ireland0.4%
- 🇫🇷 France0.39%
- 🇨🇭 Switzerland0.29%
- 🇺🇾 Uruguay0.2%
- 🇮🇹 Italy0.16%
- 🇩🇰 Denmark0.13%
- 🇪🇸 Spain0.13%
Dividends
Dividend Yield
1.48%
20 out of 43 instruments pay dividend.
22 dividend payments in the next 30 days.
Highest Dividend: $TW.L (8.43%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.46% | 2.65% | - |
 TW.L | 0.17% | 8.43% | $0.1 |
 Utilities | 0.11% | 3.46% | - |
 KO | 0.09% | 2.69% | $1.89 |
 LLOY.L | 0.08% | 4.51% | $0.03 |
 daniel4653 | 0.08% | 1.47% | - |
 NKE | 0.07% | 2.76% | $1.45 |
 HD | 0.07% | 2.55% | $8.52 |
 PEP | 0.05% | 3.79% | $5.15 |
 ALTIA-Investment | 0.05% | 0.78% | - |
 DGRO | 0.05% | 2.24% | - |
 BABA | 0.03% | 0.9% | $0.98 |
 EZJ.L | 0.03% | 2.59% | $0.05 |
 GOOG | 0.02% | 0.52% | $0.2 |
 HAS | 0.02% | 3.99% | $2.8 |
 DIS | 0.02% | 1.18% | $0.75 |
 AAPL | 0.02% | 0.51% | $0.97 |
 TM | 0.02% | 2.76% | $4.64 |
 JDW.L | 0.02% | 2.59% | - |
 BERY | 0.01% | 1.73% | $1.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XEL (DividendGrowth) | Pay Day | Apr 20, 2025 | $0.57 |
XEL (Utilities) | Pay Day | Apr 20, 2025 | $0.57 |
 PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
 ASML.NV (ALTIA-Investment) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 ENGI.PA (Utilities) | Ex-Dividend | Apr 25, 2025 | $1.55 |
LLOY.L | Pay Day | Apr 29, 2025 | $0.03 |
ENGI.PA (Utilities) | Pay Day | Apr 29, 2025 | $1.55 |
JDW.L | Ex-Dividend | Apr 30, 2025 | $0.05 |
 EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
 MS (ALTIA-Investment) | Ex-Dividend | Apr 30, 2025 | $0.92 |
EIX (Utilities) | Pay Day | Apr 30, 2025 | $0.83 |
 NI (Utilities) | Ex-Dividend | Apr 30, 2025 | $0.28 |
 LNT (Utilities) | Ex-Dividend | Apr 30, 2025 | $0.51 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
 T (ALTIA-Investment) | Pay Day | May 1, 2025 | $0.28 |
 COST (ALTIA-Investment) | Ex-Dividend | May 2, 2025 | $1.30 |
 ETR (Utilities) | Ex-Dividend | May 2, 2025 | $0.60 |
ASML.NV (ALTIA-Investment) | Pay Day | May 6, 2025 | $2.10 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
 FE (Utilities) | Ex-Dividend | May 7, 2025 | $0.44 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
 CMS (Utilities) | Ex-Dividend | May 9, 2025 | $0.54 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
 SAP.DE (ALTIA-Investment) | Ex-Dividend | May 14, 2025 | $2.35 |
 ED (Utilities) | Ex-Dividend | May 14, 2025 | $0.85 |
 WEC (Utilities) | Ex-Dividend | May 14, 2025 | $0.89 |
 MSFT (DividendGrowth) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (DividendGrowth) | Pay Day | May 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | May 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | May 15, 2025 | $0.50 |
MSFT (ALTIA-Investment) | Ex-Dividend | May 15, 2025 | $0.83 |
MS (ALTIA-Investment) | Pay Day | May 15, 2025 | $0.92 |
 CNP (Utilities) | Ex-Dividend | May 15, 2025 | $0.22 |
LNT (Utilities) | Pay Day | May 15, 2025 | $0.51 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
SAP.DE (ALTIA-Investment) | Pay Day | May 16, 2025 | $2.35 |
COST (ALTIA-Investment) | Pay Day | May 16, 2025 | $1.30 |
 GEV (ALTIA-Investment) | Pay Day | May 16, 2025 | $0.25 |
NI (Utilities) | Pay Day | May 20, 2025 | $0.28 |
 JNJ (daniel4653) | Ex-Dividend | May 27, 2025 | $1.30 |
JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
 SAF.PA (ALTIA-Investment) | Ex-Dividend | May 27, 2025 | $3.04 |
JDW.L | Pay Day | May 30, 2025 | $0.05 |
CMS (Utilities) | Pay Day | May 30, 2025 | $0.54 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
FE (Utilities) | Pay Day | Jun 1, 2025 | $0.44 |
WEC (Utilities) | Pay Day | Jun 1, 2025 | $0.89 |
SAF.PA (ALTIA-Investment) | Pay Day | Jun 2, 2025 | $3.04 |
ETR (Utilities) | Pay Day | Jun 2, 2025 | $0.60 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
 ILTB (daniel4653) | Pay Day | Jun 7, 2025 | $0.20 |
JNJ (daniel4653) | Pay Day | Jun 10, 2025 | $1.30 |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (ALTIA-Investment) | Pay Day | Jun 12, 2025 | $0.83 |
CNP (Utilities) | Pay Day | Jun 12, 2025 | $0.22 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
ED (Utilities) | Pay Day | Jun 16, 2025 | $0.85 |
 FXI (daniel4653) | Pay Day | Jun 17, 2025 | $0.08 |
 IEMG (daniel4653) | Pay Day | Jun 17, 2025 | $0.51 |
 EWG (daniel4653) | Pay Day | Jun 17, 2025 | $0.76 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 SRG.MI (Utilities) | Ex-Dividend | Jun 23, 2025 | $0.20 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
SRG.MI (Utilities) | Pay Day | Jun 25, 2025 | $0.20 |
 XLV (daniel4653) | Pay Day | Jun 26, 2025 | $0.57 |
 ELE.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.86 |
 RED.MC (Utilities) | Ex-Dividend | Jun 27, 2025 | $0.63 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
ELE.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.86 |
RED.MC (Utilities) | Pay Day | Jul 1, 2025 | $0.63 |
 ENEL.MI (Utilities) | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (Utilities) | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 2.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-14.64
-14.64
-15
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.33
-0.33
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-14.64
-14.64
-15
0
2
4.5
4.5
Omega Ratio
0.48
0.48
0
1
1.5
2.5
2.5
Treynor Ratio
-0.33
-0.33
-1
0.75
1.25
2
2
Information Ratio
-0.8
-0.8
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.57
High:
BILL
433.4BILLLow:
ZS
-1,946.66ZSDetails
PEG Ratio
-22.85
High:
AAL
387.93AALLow:ZS
-2,177.77ZSDetails
Price/Book
8.01
High:
HD
53.15HDLow:AAL
-1.56AALDetails
Price/Sales
4.17
High:ZS
12.76ZSLow:
AF.PA
0.06AF.PADetails
Price/CF
22.92
High:
SEDG
103.23SEDGLow:AF.PA
0.74AF.PADetails
Price/FCF
45.86
High:
PEP
5,253.35PEPLow:
EZJ.L
6.01EZJ.LDetails
P/E Ratio
25.57
High:BILL
433.4BILLLow:ZS
-1,946.66ZSDetails
PEG Ratio
-22.85
High:AAL
387.93AALLow:ZS
-2,177.77ZSDetails
Price/Book
8.01
High:HD
53.15HDLow:AAL
-1.56AALDetails
Price/Sales
4.17
High:ZS
12.76ZSLow:AF.PA
0.06AF.PADetails
Price/CF
22.92
High:SEDG
103.23SEDGLow:AF.PA
0.74AF.PADetails
Price/FCF
45.86
High:PEP
5,253.35PEPLow:EZJ.L
6.01EZJ.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.55% | Feb 2021 | - | 51 |
-8.38% | Sep 2020 | Nov 2020 | 2 |