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0%
Today
0%
This Month
+2.91%
Year To Date
+34.45%
2 Years
+42.5%
5 Years
+8.44%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.19%
- 💵 Cash26.63%
- 👥 Copy Trading17.89%
- 🖥️ Technology Services12.38%
- ⛏️ Energy Minerals2.94%
- 🛍️ Retail Trade1.79%
- 💰 Finance1.37%
- 🍞 Consumer Non Durables1.07%
- 💼 Commercial Services1.02%
- 🧬 Health Technology0.62%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.08%
- 🇺🇸 NYSE27.83%
- 🇺🇸 Chicago Board Options Exchange6.96%
- 🇩🇪 Xetra ETFs1.86%
- 🇬🇧 LSE0.32%
- 🌍 Digital Currency0.14%
- 🇫🇷 Euronext Paris0.13%
- 🇭🇰 Hong Kong Exchanges0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States24.27%
- 🇬🇧 United Kingdom2.07%
- 🇮🇱 Israel0.38%
- 🇯🇵 Japan0.23%
- 🇨🇳 China0.18%
- 🇫🇷 France0.13%
- 🇨🇭 Switzerland0.13%
- 🇵🇦 Panama0.1%
- 🇿🇦 South Africa0.06%
- 🇨🇦 Canada0.05%
- 🇺🇾 Uruguay0.03%
Dividends
Dividend Yield
0.82%
19 out of 30 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $SHEL (4.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 USMV | 0.12% | 1.82% | - |
 VTI | 0.12% | 1.26% | - |
 TLT | 0.08% | 1.42% | - |
 SHEL | 0.08% | 4.22% | $2.7 |
 QQQ | 0.07% | 0.64% | - |
 havocFuture | 0.06% | 0.78% | - |
 IEF | 0.05% | 1.32% | - |
 chiay0327 | 0.04% | 1.12% | - |
 XOM | 0.04% | 3.63% | $3.76 |
 hugomanenti95 | 0.04% | 1.1% | - |
 KO | 0.03% | 3.06% | $1.89 |
 WCLD | 0.03% | 1.58% | - |
 MSFT | 0.02% | 0.76% | $3 |
 GILD | 0.02% | 3.17% | $3.04 |
 GOOG | 0.01% | 0.29% | $0.2 |
 ROST | 0.01% | 0.98% | $1.41 |
 MA | 0.01% | 0.49% | $2.46 |
 Miyoshi | 0% | 0.06% | - |
 BABA | 0% | 0.99% | $0.98 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (hugomanenti95) | Pay Day | Feb 3 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
MA (havocFuture) | Pay Day | Feb 7 | $0.76 |
 COST (havocFuture) | Ex-Dividend | Feb 7 | $1.16 |
 AWK (havocFuture) | Ex-Dividend | Feb 7 | $0.76 |
 AAPL (havocFuture) | Ex-Dividend | Feb 10 | $0.25 |
 V (havocFuture) | Ex-Dividend | Feb 11 | $0.59 |
 CNXC (hugomanenti95) | Pay Day | Feb 11 | $0.33 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
XOM (havocFuture) | Ex-Dividend | Feb 12 | $0.99 |
AAPL (havocFuture) | Pay Day | Feb 13 | $0.25 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
SHEL (havocFuture) | Ex-Dividend | Feb 14 | $0.72 |
 CTAS (havocFuture) | Ex-Dividend | Feb 14 | $0.39 |
 MSCI (havocFuture) | Ex-Dividend | Feb 14 | $1.80 |
 ATKR (hugomanenti95) | Ex-Dividend | Feb 18 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (havocFuture) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Miyoshi) | Ex-Dividend | Feb 20 | $0.83 |
COST (havocFuture) | Pay Day | Feb 21 | $1.16 |
MSCI (havocFuture) | Pay Day | Feb 28 | $1.80 |
ATKR (hugomanenti95) | Pay Day | Feb 28 | $0.32 |
V (havocFuture) | Pay Day | Mar 3 | $0.59 |
AWK (havocFuture) | Pay Day | Mar 4 | $0.76 |
XOM | Pay Day | Mar 10 | $0.99 |
XOM (havocFuture) | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (havocFuture) | Pay Day | Mar 13 | $0.83 |
MSFT (Miyoshi) | Pay Day | Mar 13 | $0.83 |
CTAS (havocFuture) | Pay Day | Mar 14 | $0.39 |
SHEL | Pay Day | Mar 24 | $0.72 |
SHEL (havocFuture) | Pay Day | Mar 24 | $0.72 |
Performance Metrics
Score 3.9/10
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-1.76
-1.76
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Beta
0.68
0.68
0
0.8
1.2
0
2
Sharpe Ratio
0.49
0.49
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-1.76
-1.76
-2
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
0.84
0.84
0
0.75
1.25
2
2
Information Ratio
-0.64
-0.64
-1
0.3
0.6
1
1
Calmar Ratio
0.28
0.28
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.51% | Nov 2021 | Jan 2025 | 38 |
-8.34% | Feb 2020 | May 2020 | 3 |
-4.99% | Sep 2020 | Nov 2020 | 2 |
-4.45% | Sep 2021 | Oct 2021 | 1 |
-3.24% | Feb 2021 | Apr 2021 | 2 |
-0.39% | Dec 2019 | Jan 2020 | 1 |