Loading...
-0.35%
Today
-0.35%
This Month
+5.26%
Year To Date
+56.05%
2 Years
-11.05%
5 Years
-2.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading27.96%
- 🪙 Cryptocurrencies13.59%
- 🛍️ Retail Trade11.34%
- 🖥️ Technology Services9.22%
- 💇♀️ Consumer Services8.62%
- 🚚 Transportation8.38%
- 🚗 Consumer Durables5.33%
- 💻 Electronic Technology5.03%
- 📊 ETFs2.69%
- 💵 Cash2.51%
- 💰 Finance1.47%
- 🍞 Consumer Non Durables1.42%
- 🛠️ Producer Manufacturing0.47%
- 🧪 Process Industries0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.1%
- 🇺🇸 NYSE31.61%
- 🌍 Digital Currency13.99%
- 🇬🇧 LSE12.88%
- 🇩🇪 FRA0.99%
- 🇳🇱 Euronext Amsterdam0.59%
- 🇮🇹 Borsa Italiana0.41%
- 🇨🇭 SIX0.25%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇫🇷 Euronext Paris0.12%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.76%
- 🇬🇧 United Kingdom12.54%
- 🇮🇱 Israel2.75%
- 🇨🇦 Canada1.6%
- 🇩🇪 Germany0.99%
- 🇯🇵 Japan0.78%
- 🇳🇱 Netherlands0.59%
- 🇨🇳 China0.58%
- 🇮🇹 Italy0.41%
- 🇮🇪 Ireland0.39%
- 🇨🇭 Switzerland0.25%
- 🇺🇾 Uruguay0.2%
- 🇧🇲 Bermuda0.18%
- 🇩🇰 Denmark0.17%
- 🇫🇷 France0.12%
Dividends
Dividend Yield
1.11%
18 out of 42 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $TW.L (8.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.4% | 2.53% | - |
 TW.L | 0.17% | 8.01% | $0.1 |
 LLOY.L | 0.07% | 4.67% | $0.03 |
 HD | 0.07% | 2.18% | $8.52 |
 daniel4653 | 0.07% | 1.26% | - |
 DGRO | 0.05% | 2.38% | - |
 PEP | 0.05% | 3.54% | $5.15 |
 ALTIA-Investment | 0.05% | 0.75% | - |
 IAG.L | 0.04% | 0.61% | - |
 AAPL | 0.03% | 0.53% | $0.97 |
 HAS | 0.02% | 3.63% | $2.8 |
 DIS | 0.02% | 0.88% | $0.75 |
 TM | 0.02% | 2.58% | $4.64 |
 GOOG | 0.02% | 0.29% | $0.2 |
 JDW.L | 0.01% | 1.91% | - |
 EZJ.L | 0.01% | 0.88% | $0.05 |
 BERY | 0.01% | 1.72% | $1.08 |
 BABA | 0% | 0.99% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
BRO (ALTIA-Investment) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 BK (ALTIA-Investment) | Pay Day | Feb 7 | $0.47 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (ALTIA-Investment) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (ALTIA-Investment) | Ex-Dividend | Feb 10 | $1.58 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
BRO (ALTIA-Investment) | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
 SHEL.L (daniel4653) | Ex-Dividend | Feb 13 | $0.36 |
AAPL (ALTIA-Investment) | Pay Day | Feb 13 | $0.25 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
 TRGP (ALTIA-Investment) | Pay Day | Feb 14 | $0.75 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (daniel4653) | Ex-Dividend | Feb 18 | $1.24 |
JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
ASML.NV (ALTIA-Investment) | Pay Day | Feb 19 | $1.58 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (ALTIA-Investment) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
BERY | Ex-Dividend | Mar 3 | $0.31 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (daniel4653) | Pay Day | Mar 4 | $1.24 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 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 (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (ALTIA-Investment) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
BERY | Pay Day | Mar 17 | $0.31 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
SHEL.L (daniel4653) | Pay Day | Mar 24 | $0.36 |
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 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-14.74
-14.74
-15
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-14.74
-14.74
-15
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-0.78
-0.78
-1
0.3
0.6
1
1
Calmar Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-60.55% | Feb 2021 | - | 48 |
-8.38% | Sep 2020 | Nov 2020 | 2 |