Loading...
-1.18%
Today
-1.18%
This Month
+3.4%
Year To Date
+43.33%
2 Years
+62.58%
5 Years
+9.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.81%
- 🪙 Cryptocurrencies15.08%
- 💵 Cash3.71%
- 💰 Finance0.68%
- 🛠️ Producer Manufacturing0.3%
- 🛍️ Retail Trade0.19%
- 🖥️ Technology Services0.1%
- 🧪 Process Industries0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.78%
- 🇺🇸 Nasdaq22.47%
- 🌍 Digital Currency15.67%
- 🇫🇷 Euronext Paris3.17%
- 🇩🇪 FRA2.97%
- 🇬🇧 LSE2.72%
- 🇩🇪 Xetra ETFs2.38%
- 🇭🇰 Hong Kong Exchanges1.42%
- 🇳🇱 Euronext Amsterdam1.23%
- 🇪🇸 Bolsa De Madrid0.85%
- 🇨🇭 SIX0.83%
- 🌍 FX0.69%
- 🇮🇹 Borsa Italiana0.54%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇧🇪 Euronext Brussels0.33%
- 🇩🇰 Copenhagen Stock Exchange0.16%
- 🇦🇺 Sydney0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.47%
- 🇬🇧 United Kingdom3.77%
- 🇫🇷 France3.17%
- 🇩🇪 Germany2.97%
- 🇳🇱 Netherlands1.9%
- 🇨🇳 China1.57%
- 🇨🇦 Canada1.34%
- 🇧🇲 Bermuda1.09%
- 🇨🇭 Switzerland1.08%
- 🇮🇱 Israel0.96%
- 🇺🇾 Uruguay0.73%
- 🇮🇹 Italy0.54%
- 🇯🇵 Japan0.5%
- 🇬🇷 Greece0.42%
- 🇪🇸 Spain0.41%
- 🇸🇪 Sweden0.41%
- 🇧🇪 Belgium0.33%
- 🇩🇰 Denmark0.27%
- 🇦🇷 Argentina0.26%
- 🇸🇬 Singapore0.2%
- 🇹🇼 Taiwan0.18%
- 🇰🇾 Cayman Islands0.11%
- 🇭🇰 Hong Kong0.09%
- 🇦🇺 Australia0.06%
Dividends
Dividend Yield
0.94%
21 out of 56 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $ISP.MI (7.68%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 YieldKing | 0.24% | 3.91% | - |
 Private-Equity | 0.18% | 1.76% | - |
 FundManagerZech | 0.12% | 2.6% | - |
 StanleyDruck13F | 0.1% | 0.98% | - |
 DayByDayEquities | 0.09% | 1.9% | - |
 ALTIA-Investment | 0.05% | 0.75% | - |
 VidovM | 0.04% | 0.61% | - |
 ValueGurus | 0.03% | 0.51% | - |
 Pepecnf | 0.03% | 0.66% | - |
 MobilePayments | 0.02% | 0.54% | - |
 HSBC | 0.01% | 5.78% | $3.03 |
 GiuseppeLasorsa | 0.01% | 0.2% | - |
 ISP.MI | 0.01% | 7.68% | $0.3 |
 TFC | 0% | 4.37% | $2.08 |
 BMO | 0% | 4.49% | $4.4 |
 WSBC | 0% | 4.14% | $1.43 |
 RY | 0% | 3.35% | $4.03 |
 Miyoshi | 0% | 0.06% | - |
 MNSO | 0% | 1.15% | $0.39 |
 AI.PA | 0% | 1.73% | $2.91 |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 BATS.L (YieldKing) | Pay Day | Feb 3 | $0.74 |
 C (StanleyDruck13F) | Ex-Dividend | Feb 3 | $0.56 |
 FCX (StanleyDruck13F) | Pay Day | Feb 3 | $0.15 |
 KMI (StanleyDruck13F) | Ex-Dividend | Feb 3 | $0.29 |
 BRO (ALTIA-Investment) | Ex-Dividend | Feb 5 | $0.15 |
WSBC | Pay Day | Feb 7 | $0.31 |
 BK (ALTIA-Investment) | Pay Day | Feb 7 | $0.47 |
 MA (ValueGurus) | Pay Day | Feb 7 | $0.76 |
 NVT (StanleyDruck13F) | Pay Day | Feb 7 | $0.20 |
MA (MobilePayments) | Pay Day | Feb 7 | $0.76 |
 AAPL (ALTIA-Investment) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (ALTIA-Investment) | Ex-Dividend | Feb 10 | $1.58 |
 BX (Private-Equity) | Ex-Dividend | Feb 10 | $1.44 |
AAPL (Pepecnf) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (Pepecnf) | Pay Day | Feb 10 | $0.70 |
 X (StanleyDruck13F) | Ex-Dividend | Feb 10 | $0.05 |
AXP (MobilePayments) | Pay Day | Feb 10 | $0.70 |
 V (YieldKing) | Ex-Dividend | Feb 11 | $0.59 |
 AGNC (YieldKing) | Pay Day | Feb 11 | $0.12 |
V (MobilePayments) | Ex-Dividend | Feb 11 | $0.59 |
BRO (ALTIA-Investment) | Pay Day | Feb 12 | $0.15 |
AAPL (ALTIA-Investment) | Pay Day | Feb 13 | $0.25 |
AAPL (Pepecnf) | Pay Day | Feb 13 | $0.25 |
TFC | Ex-Dividend | Feb 14 | $0.52 |
 TRGP (ALTIA-Investment) | Pay Day | Feb 14 | $0.75 |
 SHEL (YieldKing) | Ex-Dividend | Feb 14 | $0.72 |
 SBUX (StanleyDruck13F) | Ex-Dividend | Feb 14 | $0.61 |
TFC (StanleyDruck13F) | Ex-Dividend | Feb 14 | $0.52 |
 CFG (StanleyDruck13F) | Pay Day | Feb 14 | $0.42 |
 SIE.DE (DayByDayEquities) | Ex-Dividend | Feb 14 | $5.45 |
 BFH (MobilePayments) | Ex-Dividend | Feb 14 | $0.21 |
 JNJ (YieldKing) | Ex-Dividend | Feb 18 | $1.24 |
BX (Private-Equity) | Pay Day | Feb 18 | $1.44 |
KMI (StanleyDruck13F) | Pay Day | Feb 18 | $0.29 |
SIE.DE (DayByDayEquities) | Pay Day | Feb 18 | $5.45 |
ASML.NV (ALTIA-Investment) | Pay Day | Feb 19 | $1.58 |
 MSFT (ALTIA-Investment) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (YieldKing) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (GiuseppeLasorsa) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Pepecnf) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (StanleyDruck13F) | Ex-Dividend | Feb 20 | $0.83 |
 DFS (StanleyDruck13F) | Ex-Dividend | Feb 20 | $0.70 |
DFS (MobilePayments) | Ex-Dividend | Feb 20 | $0.70 |
MSFT (Miyoshi) | Ex-Dividend | Feb 20 | $0.83 |
RY | Pay Day | Feb 24 | $1.05 |
BMO | Pay Day | Feb 26 | $1.13 |
 IBKR (ValueGurus) | Ex-Dividend | Feb 28 | $0.25 |
C (StanleyDruck13F) | Pay Day | Feb 28 | $0.56 |
SBUX (StanleyDruck13F) | Pay Day | Feb 28 | $0.61 |
 FCNCA (StanleyDruck13F) | Ex-Dividend | Feb 28 | $1.95 |
TFC | Pay Day | Mar 3 | $0.52 |
V (YieldKing) | Pay Day | Mar 3 | $0.59 |
TFC (StanleyDruck13F) | Pay Day | Mar 3 | $0.52 |
V (MobilePayments) | Pay Day | Mar 3 | $0.59 |
JNJ (YieldKing) | Pay Day | Mar 4 | $1.24 |
 KEY (StanleyDruck13F) | Ex-Dividend | Mar 4 | $0.20 |
DFS (StanleyDruck13F) | Pay Day | Mar 6 | $0.70 |
DFS (MobilePayments) | Pay Day | Mar 6 | $0.70 |
 BLK (YieldKing) | Ex-Dividend | Mar 7 | $5.21 |
 BAC (Pepecnf) | Ex-Dividend | Mar 7 | $0.26 |
 ELV (ValueGurus) | Ex-Dividend | Mar 10 | $1.71 |
X (StanleyDruck13F) | Pay Day | Mar 12 | $0.05 |
MSFT (ALTIA-Investment) | Pay Day | Mar 13 | $0.83 |
MSFT (YieldKing) | Pay Day | Mar 13 | $0.83 |
MSFT (GiuseppeLasorsa) | Pay Day | Mar 13 | $0.83 |
MSFT (Pepecnf) | Pay Day | Mar 13 | $0.83 |
MSFT (StanleyDruck13F) | Pay Day | Mar 13 | $0.83 |
MSFT (Miyoshi) | Pay Day | Mar 13 | $0.83 |
IBKR (ValueGurus) | Pay Day | Mar 14 | $0.25 |
KEY (StanleyDruck13F) | Pay Day | Mar 14 | $0.20 |
 FHN (StanleyDruck13F) | Ex-Dividend | Mar 14 | $0.15 |
FCNCA (StanleyDruck13F) | Pay Day | Mar 17 | $1.95 |
 TSM (GiuseppeLasorsa) | Ex-Dividend | Mar 18 | $0.69 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Mar 18 | $0.16 |
TSM (StanleyDruck13F) | Ex-Dividend | Mar 18 | $0.69 |
BFH (MobilePayments) | Pay Day | Mar 21 | $0.21 |
SHEL (YieldKing) | Pay Day | Mar 24 | $0.72 |
BLK (YieldKing) | Pay Day | Mar 24 | $5.21 |
ELV (ValueGurus) | Pay Day | Mar 25 | $1.71 |
BAC (Pepecnf) | Pay Day | Mar 28 | $0.26 |
HBAN (StanleyDruck13F) | Pay Day | Apr 1 | $0.16 |
FHN (StanleyDruck13F) | Pay Day | Apr 1 | $0.15 |
TSM (GiuseppeLasorsa) | Pay Day | Apr 10 | $0.69 |
TSM (StanleyDruck13F) | Pay Day | Apr 10 | $0.69 |
 DIS (VidovM) | Ex-Dividend | Jun 24 | $0.50 |
DIS (ValueGurus) | Ex-Dividend | Jun 24 | $0.50 |
DIS (VidovM) | Pay Day | Jul 23 | $0.50 |
DIS (ValueGurus) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.7/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.35
-2.35
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
-2.35
-2.35
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.8
0.8
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.14% | Nov 2021 | Nov 2024 | 36 |
-27.33% | Jul 2019 | Nov 2020 | 16 |
-6.12% | Sep 2021 | Oct 2021 | 1 |
-4.22% | May 2021 | Aug 2021 | 3 |
-3.53% | Dec 2018 | Jan 2019 | 1 |
-3.46% | Dec 2024 | Jan 2025 | 1 |
-0.04% | May 2019 | Jun 2019 | 1 |