herrerojc avatar
herrerojc
🇪🇸 Diversified ETF Investor.
1 copier.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

+0.44%
Today
-2.61%
This Month
-5.44%
Year To Date
+15.89%
2 Years
+36.56%
5 Years
+4.11%
Annualized
  • herrerojc
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    72.6%
  • 🪙 Cryptocurrencies
    18.21%
  • 💵 Cash
    8.99%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    27.68%
  • 🌍 Digital Currency
    18.21%
  • 🇬🇧 LSE
    16.28%
  • 🇺🇸 Nasdaq
    13.44%
  • 🇺🇸 Chicago Board Options Exchange
    9.3%
  • 🇩🇪 Xetra ETFs
    5.9%

Countries Breakdown

  • Country
  • Total

    Dividends

    Dividend Yield

    1.83%

    8 out of 22 instruments pay dividend.

    0 dividend payments in the next 30 days.

    Highest Dividend: $EMB (5.4%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    EMB
    EMB
    0.56%
    5.4%
    -
    LQD
    LQD
    0.52%
    4.34%
    -
    SCHD
    SCHD
    0.44%
    3.49%
    -
    UDVD.L
    UDVD.L
    0.12%
    2%
    -
    USMV
    USMV
    0.1%
    1.57%
    -
    SPY
    SPY
    0.04%
    1.19%
    -
    QUAL
    QUAL
    0.03%
    1%
    -
    QQQ
    QQQ
    0.02%
    0.56%
    -

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share
    QQQ
    QQQ
    Pay Day
    Apr 30
    $0.57
    EMB
    EMB
    Pay Day
    May 7
    $-
    USMV
    USMV
    Pay Day
    Jun 17
    $0.30
    QUAL
    QUAL
    Pay Day
    Jun 17
    $0.35
    SCHD
    SCHD
    Pay Day
    Jul 1
    $0.27
    UDVD.L
    UDVD.L
    Pay Day
    Jul 2
    $0.43

    Performance Metrics

    Score 3.2/10

    Beta

    0.66
    0.66
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    0.22
    0.22
    0
    0.5
    1
    1.5
    1.5

    Sortino Ratio

    0.33
    0.33
    0
    1
    2
    3
    3

    Jensen's Alpha

    -4.66
    -4.66
    -5
    0
    2
    4.5
    4.5

    Omega Ratio

    0.52
    0.52
    0
    1
    1.5
    2.5
    2.5

    Treynor Ratio

    0.38
    0.38
    0
    0.75
    1.25
    2
    2

    Information Ratio

    -0.94
    -0.94
    -1
    0.3
    0.6
    1
    1

    Calmar Ratio

    0.24
    0.24
    0
    0.3
    0.6
    1
    1

    Drawdowns

    • herrerojc
    • S&P 500
    • + Add Benchmark

    Worst Drawdowns

    Depth
    Start
    End
    Total months
    -19.72%
    		Nov 2021Feb 202427
    -13.72%
    		Dec 2019Jul 20207
    -9.92%
    		Dec 2024-4
    -3.34%
    		May 2021Oct 20215
    -2.95%
    		Apr 2024Nov 20247
    -1.04%
    		Sep 2020Nov 20202

    Monthly Performance