Loading...
-0.02%
Today
-0.02%
This Month
+8.64%
Year To Date
+27.54%
2 Years
+27.54%
5 Years
+18.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services30.97%
- 💰 Finance14.34%
- 💻 Electronic Technology13.3%
- 🛍️ Retail Trade7.12%
- 👥 Copy Trading7.12%
- 🧬 Health Technology6.02%
- 💼 Commercial Services5.04%
- 💵 Cash3.83%
- 🌾 Commodities2.43%
- ⚡ Utilities1.58%
- 📡 Communications1.5%
- 🛠️ Producer Manufacturing1.5%
- 🚗 Consumer Durables1.44%
- 🪨 Non Energy Minerals1.43%
- ⛏️ Energy Minerals1.26%
- 🍞 Consumer Non Durables1.17%
- 🪙 Cryptocurrencies0.3%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq40.2%
- 🇺🇸 NYSE32.29%
- 🇬🇧 LSE18.94%
- 🌍 Commodity2.43%
- 🇫🇷 Euronext Paris1.26%
- 🇮🇹 Borsa Italiana0.64%
- 🇸🇪 Stockholm Stock Exchange0.46%
- 🌍 Digital Currency0.3%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.62%
- 🇬🇧 United Kingdom19.19%
- 🇭🇰 Hong Kong4.04%
- 🇹🇼 Taiwan2.32%
- 🇨🇦 Canada2.2%
- 🇸🇬 Singapore1.96%
- 🇺🇾 Uruguay1.77%
- 🇧🇲 Bermuda1.58%
- 🇲🇽 Mexico1.43%
- 🇮🇱 Israel1.43%
- 🇫🇷 France1.26%
- 🇨🇴 Colombia1.07%
- 🇧🇷 Brazil0.98%
- 🇮🇪 Ireland0.84%
- 🇳🇱 Netherlands0.64%
- 🇸🇪 Sweden0.46%
Dividends
Dividend Yield
1.58%
24 out of 50 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $ABDN.L (9.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 0.24% | 3.36% | - |
 ABDN.L | 0.17% | 9.46% | $0.15 |
 AV.L | 0.16% | 6.67% | $0.33 |
 VOD.L | 0.12% | 8.27% | $0.08 |
 AGR.L | 0.11% | 8.86% | $0.03 |
 NWG.L | 0.11% | 4.05% | $0.17 |
 LLOY.L | 0.1% | 4.67% | $0.03 |
 JNJ | 0.09% | 3.26% | $4.81 |
 MSFT | 0.08% | 0.76% | $3 |
 BIP | 0.08% | 5.01% | $0.41 |
 KGF.L | 0.08% | 5.05% | $0.12 |
 TTE.PA | 0.07% | 5.61% | $3.06 |
 ABF.L | 0.03% | 2.83% | $0.54 |
 RELX | 0.03% | 1.55% | $0.75 |
 TSM | 0.02% | 0.93% | $1.74 |
 AAPL | 0.02% | 0.53% | $0.97 |
 FRES.L | 0.02% | 1.21% | $0.05 |
 V | 0.01% | 0.65% | $2.01 |
 LLY | 0.01% | 0.67% | $4.86 |
 STMMI.MI | 0.01% | 1.57% | $0.28 |
 COST | 0.01% | 0.47% | $19.22 |
 MA | 0.01% | 0.49% | $2.46 |
 META | 0.01% | 0.29% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
COST | Ex-Dividend | Feb 7 | $1.16 |
VOD.L | Pay Day | Feb 7 | $0.02 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
AAPL | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
COST | Pay Day | Feb 21 | $1.16 |
BIP | Ex-Dividend | Feb 28 | $0.43 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
BIP | Pay Day | Mar 31 | $0.43 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
TSM | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 4.6/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
-6.7
-6.7
-7
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
2.59
2.59
0
0.3
0.6
3
3
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.93
0.93
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
-6.7
-6.7
-7
0
2
4.5
4.5
Omega Ratio
0.6
0.6
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
-0.73
-0.73
-1
0.3
0.6
1
1
Calmar Ratio
2.59
2.59
0
0.3
0.6
3
3
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-7.73% | Mar 2024 | Sep 2024 | 6 |
-4.59% | Dec 2024 | Jan 2025 | 1 |
-4.27% | Jan 2024 | Feb 2024 | 1 |
-1.09% | Oct 2024 | Nov 2024 | 1 |