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-0.04%
Today
-0.04%
This Month
+1.89%
Year To Date
+22.71%
2 Years
+24.16%
5 Years
-1.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading20.24%
- 💰 Finance10.43%
- 🧬 Health Technology6.95%
- 🧪 Process Industries6.74%
- 🍞 Consumer Non Durables6.4%
- 🖥️ Technology Services5.9%
- 🛍️ Retail Trade5.11%
- ⛏️ Energy Minerals4.43%
- 💻 Electronic Technology4.12%
- ⚡ Utilities3.92%
- 🚚 Transportation3.34%
- 🛠️ Producer Manufacturing3.09%
- 💵 Cash2.67%
- 📡 Communications2.5%
- 💇♀️ Consumer Services2.34%
- 💼 Commercial Services1.87%
- 📊 ETFs1.31%
- 📦 Distribution Services1.08%
- 🚗 Consumer Durables0.93%
- 🏥 Health Services0.8%
- 🪨 Non Energy Minerals0.52%
- 🏭 Industrial Services0.25%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.58%
- 🇺🇸 Nasdaq21.09%
- 🇦🇺 Sydney13.39%
- 🇬🇧 LSE10.74%
- 🌍 Digital Currency1.7%
- 🇫🇷 Euronext Paris0.56%
- 🇮🇹 Borsa Italiana0.45%
- 🇩🇪 FRA0.35%
- 🇪🇸 Bolsa De Madrid0.24%
- 🇳🇱 Euronext Amsterdam0.1%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇨🇭 SIX0.01%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.8%
- 🇦🇺 Australia12.63%
- 🇬🇧 United Kingdom2.24%
- 🇩🇪 Germany0.94%
- 🇧🇪 Belgium0.79%
- 🇨🇳 China0.76%
- 🇫🇷 France0.56%
- 🇳🇱 Netherlands0.55%
- 🇮🇱 Israel0.42%
- 🇮🇪 Ireland0.42%
- 🇨🇦 Canada0.27%
- 🇳🇿 New Zealand0.25%
- 🇪🇸 Spain0.24%
- 🇸🇬 Singapore0.16%
- 🇹🇼 Taiwan0.08%
- 🇮🇹 Italy0.07%
- 🇨🇭 Switzerland0.06%
- 🇳🇴 Norway0.03%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
2.32%
145 out of 171 instruments pay dividend.
38 dividend payments in the next 30 days.
Highest Dividend: $STLA.US (12.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOD | 0.11% | 8.15% | $0.94 |
 PFE | 0.1% | 6.37% | $1.66 |
 WDS.ASX | 0.1% | 7.83% | $2.16 |
 WBA | 0.08% | 9.73% | $1.46 |
 EIX | 0.08% | 5.87% | $3.04 |
 BMY | 0.08% | 4.11% | $2.34 |
 AMT | 0.07% | 3.5% | $6.56 |
 UPS | 0.07% | 5.71% | $6.5 |
 ADM | 0.05% | 3.9% | $1.9 |
 APD | 0.05% | 2.12% | $7.04 |
 AZJ.ASX | 0.05% | 5.21% | $0.18 |
 STLAM.MI | 0.05% | 12.01% | $1.55 |
 CVX | 0.05% | 4.42% | $6.28 |
 EDV.ASX | 0.04% | 5.18% | $0.22 |
 BitcoinWorldWide | 0.04% | 0.76% | - |
 NEE | 0.03% | 2.88% | $1.97 |
 CHC.ASX | 0.03% | 2.97% | $0.44 |
 TSN | 0.03% | 3.51% | $1.96 |
 INTC | 0.03% | 2.57% | $0.5 |
 GPC | 0.03% | 3.44% | $3.9 |
 ALB | 0.03% | 1.91% | $1.6 |
 O | 0.03% | 5.73% | $3.09 |
 SPK.ASX | 0.03% | 11.22% | $0.29 |
 BOQ.ASX | 0.03% | 4.89% | $0.38 |
 WBC.ASX | 0.03% | 4.48% | $1.47 |
 TXN | 0.03% | 2.88% | $5.14 |
 VZ | 0.03% | 6.82% | $2.66 |
 TGT | 0.03% | 3.23% | $4.42 |
 KO | 0.02% | 3.06% | $1.89 |
 NKE | 0.02% | 1.96% | $1.45 |
 POR | 0.02% | 4.8% | $1.93 |
 APA.ASX | 0.02% | 8.28% | $0.56 |
 MMM | 0.02% | 2.37% | $5.21 |
 WFC | 0.02% | 1.97% | $1.4 |
 KHC | 0.02% | 5.36% | $1.6 |
 MSFT | 0.02% | 0.76% | $3 |
 BHP.ASX | 0.02% | 5.54% | $2.35 |
 EWJ | 0.02% | 3.12% | - |
 WY | 0.02% | 2.61% | $0.78 |
 ANZ.ASX | 0.02% | 5.44% | $1.77 |
 STO.ASX | 0.02% | 6.53% | $0.4 |
 TROW | 0.02% | 4.24% | $4.92 |
 OXY | 0.02% | 1.89% | $0.8 |
 ASX.ASX | 0.02% | 3.29% | $2.13 |
 DXS.ASX | 0.02% | 5.57% | $0.5 |
 COP | 0.02% | 3.16% | $3.25 |
 HRL | 0.02% | 3.79% | $1.12 |
 PEP | 0.01% | 3.54% | $5.15 |
 ANN.ASX | 0.01% | 1.63% | $0.66 |
 IEL.ASX | 0.01% | 2.55% | $0.45 |
 WEC | 0.01% | 3.42% | $3.23 |
 TPG.ASX | 0.01% | 4.13% | $0.18 |
 CSCO | 0.01% | 2.64% | $1.58 |
 CVS | 0.01% | 4.71% | $2.54 |
 CA.PA | 0.01% | 6.36% | $0.87 |
 NHF.ASX | 0.01% | 5.03% | $0.3 |
 LUV | 0.01% | 2.34% | $0.72 |
 VICI | 0.01% | 5.69% | $1.66 |
 BG | 0.01% | 3.57% | $2.7 |
 CSL.ASX | 0.01% | 1.42% | $3.81 |
 MO | 0.01% | 7.66% | $3.92 |
 BUD | 0.01% | 1.32% | $0.65 |
 GILD | 0.01% | 3.17% | $3.04 |
 YUMC | 0.01% | 1.38% | $0.58 |
 JPM | 0.01% | 1.8% | $4.4 |
 CPU.ASX | 0.01% | 2.33% | $0.8 |
 RHC.ASX | 0.01% | 2.38% | $0.65 |
 K | 0.01% | 2.77% | $2.28 |
 MDT.US | 0.01% | 3.07% | $2.77 |
 CMP | 0.01% | 5.15% | $0.6 |
 AMC.ASX | 0.01% | 4.88% | $0.77 |
 AMCR | 0.01% | 5.17% | $0.5 |
 ENB | 0.01% | 6.31% | $2.66 |
 OVV | 0.01% | 2.84% | $1.2 |
 TAH.ASX | 0.01% | 1.93% | $0.02 |
 BellKeeper | 0.01% | 0.26% | - |
 MCD | 0.01% | 2.35% | $6.53 |
 IMEU.L | 0.01% | 1.43% | - |
 GPN | 0.01% | 0.89% | $1 |
 WHR | 0.01% | 6.67% | $7 |
 C | 0.01% | 2.71% | $2.12 |
 KMB | 0.01% | 3.79% | $4.8 |
 BWA | 0.01% | 1.38% | $0.44 |
 CF | 0.01% | 2.17% | $1.8 |
 SYY | 0.01% | 2.78% | $2.01 |
 ADP | 0.01% | 1.94% | $5.45 |
 CI | 0.01% | 1.94% | $5.26 |
 HSY | 0.01% | 3.67% | $5.12 |
 STX.US | 0.01% | 2.95% | $2.8 |
 UNP | 0% | 2.13% | $5.2 |
 FRT | 0% | 4.03% | $4.36 |
 SBUX | 0% | 2.19% | $2.24 |
 SU.PA | 0% | 1.42% | $3.5 |
 HD | 0% | 2.18% | $8.52 |
 CHRW | 0% | 2.47% | $2.44 |
 ATO | 0% | 2.31% | $3.16 |
 MQG.ASX | 0% | 2.68% | $6.4 |
 SEI.US | 0% | 1.76% | $0.47 |
 AUB.ASX | 0% | 2.48% | $0.67 |
 STZ | 0% | 2.23% | $3.68 |
 WPP.L | 0% | 5.1% | $0.39 |
 GM | 0% | 0.97% | $0.42 |
 GOOG | 0% | 0.29% | $0.2 |
 FDX | 0% | 2.04% | $5.16 |
 QCOM | 0% | 1.97% | $3.25 |
 HON | 0% | 1.95% | $4.27 |
 DHL.DE | 0% | 5.33% | $1.85 |
 ESS | 0% | 3.44% | $9.52 |
 RMD.ASX | 0% | 0.77% | $0.3 |
 HST | 0% | 4.79% | $0.78 |
 PG | 0% | 2.43% | $3.83 |
 STLA.US | 0% | 12.65% | $1.71 |
 SM | 0% | 2% | $0.66 |
 BAC | 0% | 2.2% | $0.96 |
 BXB.ASX | 0% | 2.63% | $0.45 |
 JNJ | 0% | 3.26% | $4.81 |
 ABT | 0% | 1.75% | $2.16 |
 TER | 0% | 0.41% | $0.46 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 V | 0% | 0.65% | $2.01 |
 COH.ASX | 0% | 1.28% | $3.75 |
 SPGI | 0% | 0.71% | $3.62 |
 DD | 0% | 1.98% | $1.48 |
 ABBV | 0% | 3.42% | $6.06 |
 DOW.ASX | 0% | 2.98% | $0.14 |
 ZBH | 0% | 0.88% | $0.96 |
 PPG | 0% | 2.33% | $2.6 |
 CLX | 0% | 3.06% | $4.8 |
 NDSN | 0% | 1.33% | $2.72 |
 IEF | 0% | 1.32% | - |
 ANTO.L | 0% | 1.49% | $0.29 |
 BF-B | 0% | 2.67% | $0.86 |
 ORCL | 0% | 0.94% | $1.6 |
 PNR | 0% | 0.91% | $0.91 |
 NUE | 0% | 1.69% | $2.13 |
 TRV | 0% | 1.71% | $4.05 |
 LOW | 0% | 1.75% | $4.45 |
 CAT | 0% | 1.49% | $5.31 |
 ADI | 0% | 1.74% | $3.56 |
 BKR | 0% | 1.41% | $0.82 |
 CHD | 0% | 1.08% | $1.11 |
 ASML | 0% | 0.77% | $5.57 |
 KLG | 0% | 3.86% | $0.48 |
 CLNX.MC | 0% | 0.19% | $0.06 |
 ROP | 0% | 0.53% | $2.93 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
C | Ex-Dividend | Feb 3 | $0.56 |
CVS | Pay Day | Feb 3 | $0.66 |
BMY | Pay Day | Feb 3 | $0.62 |
AMT | Pay Day | Feb 3 | $1.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
SM | Pay Day | Feb 3 | $0.20 |
 AON (BitcoinWorldWide) | Ex-Dividend | Feb 3 | $0.68 |
LOW | Pay Day | Feb 5 | $1.15 |
VOD | Pay Day | Feb 7 | $0.24 |
STZ | Ex-Dividend | Feb 7 | $1.01 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
PNR | Pay Day | Feb 7 | $0.25 |
 MA (BitcoinWorldWide) | Pay Day | Feb 7 | $0.76 |
 BK (BitcoinWorldWide) | Pay Day | Feb 7 | $0.47 |
 AXP (BitcoinWorldWide) | Pay Day | Feb 10 | $0.70 |
V | Ex-Dividend | Feb 11 | $0.59 |
NUE | Pay Day | Feb 11 | $0.55 |
TXN | Pay Day | Feb 11 | $1.36 |
BKR | Ex-Dividend | Feb 11 | $0.23 |
V (BitcoinWorldWide) | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
ABBV | Pay Day | Feb 14 | $1.64 |
ABT | Pay Day | Feb 14 | $0.59 |
CLX | Pay Day | Feb 14 | $1.22 |
WEC | Ex-Dividend | Feb 14 | $0.89 |
CF | Ex-Dividend | Feb 14 | $0.50 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
O | Pay Day | Feb 14 | $0.26 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
TER | Ex-Dividend | Feb 14 | $0.12 |
 MMC (BitcoinWorldWide) | Pay Day | Feb 14 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | Feb 14 | $0.68 |
 AMGN (BellKeeper) | Ex-Dividend | Feb 14 | $2.38 |
TER (BellKeeper) | Ex-Dividend | Feb 14 | $0.12 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
HRL | Pay Day | Feb 18 | $0.29 |
BG | Ex-Dividend | Feb 18 | $0.68 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
STZ | Pay Day | Feb 21 | $1.01 |
PPG | Ex-Dividend | Feb 21 | $0.68 |
BKR | Pay Day | Feb 21 | $0.23 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
C | Pay Day | Feb 28 | $0.56 |
SBUX | Pay Day | Feb 28 | $0.61 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
CF | Pay Day | Feb 28 | $0.50 |
CHC.ASX | Pay Day | Feb 28 | $0.15 |
DXS.ASX | Pay Day | Feb 28 | $0.12 |
 GS (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | Feb 28 | $0.25 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC | Pay Day | Mar 1 | $0.40 |
WEC | Pay Day | Mar 1 | $0.89 |
ENB | Pay Day | Mar 1 | $0.67 |
V | Pay Day | Mar 3 | $0.59 |
CHD | Pay Day | Mar 3 | $0.30 |
V (BitcoinWorldWide) | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
BG | Pay Day | Mar 4 | $0.68 |
CI | Ex-Dividend | Mar 5 | $1.51 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
 BLK (BitcoinWorldWide) | Ex-Dividend | Mar 7 | $5.21 |
AMGN (BellKeeper) | Pay Day | Mar 7 | $2.38 |
CVX | Pay Day | Mar 10 | $1.71 |
TRV | Ex-Dividend | Mar 10 | $1.05 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Mar 11 | $0.40 |
PPG | Pay Day | Mar 12 | $0.68 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSN | Pay Day | Mar 14 | $0.50 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
TER | Pay Day | Mar 14 | $0.12 |
 NTRS (BitcoinWorldWide) | Ex-Dividend | Mar 14 | $0.75 |
IBKR (BitcoinWorldWide) | Pay Day | Mar 14 | $0.25 |
TER (BellKeeper) | Pay Day | Mar 14 | $0.12 |
APA.ASX | Pay Day | Mar 17 | $0.17 |
 MRK (BellKeeper) | Ex-Dividend | Mar 17 | $0.81 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
CI | Pay Day | Mar 20 | $1.51 |
BLK (BitcoinWorldWide) | Pay Day | Mar 24 | $5.21 |
FIS (BitcoinWorldWide) | Pay Day | Mar 25 | $0.40 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
GS (BitcoinWorldWide) | Pay Day | Mar 28 | $3.00 |
TRV | Pay Day | Mar 31 | $1.05 |
ADP | Pay Day | Apr 1 | $1.54 |
APD | Ex-Dividend | Apr 1 | $1.79 |
NTRS (BitcoinWorldWide) | Pay Day | Apr 1 | $0.75 |
KMB | Pay Day | Apr 2 | $1.26 |
MRK (BellKeeper) | Pay Day | Apr 7 | $0.81 |
TSM (BitcoinWorldWide) | Pay Day | Apr 10 | $0.69 |
APD | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 3.2/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.32
-2.32
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.65% | Jan 2018 | - | 85 |
-1.29% | Sep 2017 | Oct 2017 | 1 |