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-0.03%
Today
-0.03%
This Month
+0.1%
Year To Date
+73.74%
2 Years
+32.04%
5 Years
+8.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology41.18%
- 🖥️ Technology Services14.59%
- 📊 ETFs7.54%
- 🧬 Health Technology6.44%
- 🛍️ Retail Trade5.1%
- 🛠️ Producer Manufacturing3.85%
- 📡 Communications3.25%
- 📦 Distribution Services2.79%
- 💰 Finance2.66%
- 🪙 Cryptocurrencies2.11%
- 🍞 Consumer Non Durables2.08%
- ⛏️ Energy Minerals2.01%
- 🚗 Consumer Durables1.95%
- 🏭 Industrial Services1.1%
- ⚡ Utilities1.04%
- 💼 Commercial Services0.72%
- 💵 Cash0.72%
- 👥 Copy Trading0.57%
- 💇♀️ Consumer Services0.4%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq59.97%
- 🇺🇸 NYSE20.94%
- 🇬🇧 LSE9.17%
- 🇩🇪 FRA3.5%
- 🌍 Digital Currency2.11%
- 🇫🇷 Euronext Paris1.84%
- 🇮🇹 Borsa Italiana1.04%
- 🇺🇸 Chicago Board Options Exchange0.8%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States74.55%
- 🇩🇪 Germany3.5%
- 🇨🇭 Switzerland2.79%
- 🇬🇧 United Kingdom2.55%
- 🇫🇷 France1.84%
- 🇹🇼 Taiwan1.55%
- 🇮🇹 Italy1.04%
- 🇩🇰 Denmark0.97%
- 🇨🇦 Canada0.84%
- 🇯🇵 Japan0.1%
Dividends
Dividend Yield
1.23%
47 out of 66 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $AGNC (14.44%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 T | 0.14% | 4.68% | $1.11 |
 VOW3.DE | 0.11% | 9.21% | $9.06 |
 BAS.DE | 0.1% | 7.31% | $3.4 |
 AGNC | 0.09% | 14.44% | $1.44 |
 GLEN.L | 0.08% | 2.9% | $0.1 |
 ENEL.MI | 0.07% | 6.28% | $0.43 |
 JNJ | 0.06% | 3.26% | $4.81 |
 MSFT | 0.05% | 0.76% | $3 |
 DG.PA | 0.05% | 4.31% | $4.5 |
 TTE.PA | 0.04% | 5.61% | $3.06 |
 BP.L | 0.04% | 5.62% | $0.23 |
 MMM | 0.04% | 2.37% | $5.21 |
 AAPL | 0.04% | 0.53% | $0.97 |
 ABBV | 0.03% | 3.42% | $6.06 |
 KVUE | 0.03% | 3.83% | $0.8 |
 MO | 0.02% | 7.66% | $3.92 |
 PFE | 0.02% | 6.37% | $1.66 |
 SHEL.L | 0.02% | 4.08% | $0.8 |
 NLY | 0.02% | 12.74% | $2.6 |
 TSM | 0.01% | 0.93% | $1.74 |
 NKE | 0.01% | 1.96% | $1.45 |
 NVO | 0.01% | 1.21% | $0.98 |
 AVGO | 0.01% | 0.98% | $19.7 |
 ULVR.L | 0.01% | 3.17% | $1.47 |
 VZ | 0.01% | 6.82% | $2.66 |
 MRK | 0.01% | 3.2% | $3.04 |
 GOOG | 0.01% | 0.29% | $0.2 |
 QCOM | 0.01% | 1.97% | $3.25 |
 HD | 0.01% | 2.18% | $8.52 |
 INTC | 0.01% | 2.57% | $0.5 |
 INDA | 0.01% | 0.78% | - |
 NVDA | 0.01% | 0.03% | $0.02 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 GM | 0% | 0.97% | $0.42 |
 MCD | 0% | 2.35% | $6.53 |
 AMKR | 0% | 1.3% | $0.31 |
 MU | 0% | 0.5% | $0.46 |
 V | 0% | 0.65% | $2.01 |
 APH | 0% | 0.85% | $0.44 |
 CRM | 0% | 0.47% | $0.4 |
 LLY | 0% | 0.67% | $4.86 |
 WMT | 0% | 0.85% | $0.81 |
 TM | 0% | 2.58% | $4.64 |
 MRVL | 0% | 0.21% | $0.24 |
 Lordhumpe | 0% | 0.29% | - |
 MA | 0% | 0.49% | $2.46 |
 META | 0% | 0.29% | $1 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
KVUE | Ex-Dividend | Feb 12 | $0.20 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
ABBV | Pay Day | Feb 14 | $1.64 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Lordhumpe) | Ex-Dividend | Feb 20 | $0.83 |
KVUE | Pay Day | Feb 26 | $0.20 |
V | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Lordhumpe) | Pay Day | Mar 13 | $0.83 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
APH | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (Lordhumpe) | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
TTE.PA | Ex-Dividend | Mar 26 | $0.86 |
QCOM | Pay Day | Mar 27 | $0.85 |
TTE.PA | Pay Day | Apr 1 | $0.86 |
MRK | Pay Day | Apr 7 | $0.81 |
APH | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (Lordhumpe) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 3.2/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.2
-2.2
-3
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.3
0.3
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-2.2
-2.2
-3
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.52
0.52
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
0.24
0.24
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.57% | Dec 2021 | Feb 2024 | 26 |
-11.9% | Aug 2021 | Oct 2021 | 2 |
-4.63% | Apr 2024 | May 2024 | 1 |
-2.02% | Jul 2024 | Sep 2024 | 2 |
-2% | Dec 2024 | - | 3 |
-0.09% | Oct 2024 | Nov 2024 | 1 |