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-0.16%
Today
-0.16%
This Month
+3.66%
Year To Date
+35.71%
2 Years
+78.2%
5 Years
-10.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services11.96%
- 🖥️ Technology Services10.56%
- 💻 Electronic Technology10.47%
- 📊 ETFs10.37%
- 💵 Cash9.61%
- 🪙 Cryptocurrencies7.05%
- 🍞 Consumer Non Durables5.88%
- 🧬 Health Technology5.13%
- 💰 Finance4.3%
- 🛍️ Retail Trade4.09%
- 🚗 Consumer Durables3.32%
- 🚚 Transportation3.01%
- ⚡ Utilities2.97%
- 👥 Copy Trading2.96%
- 📈 Indexes2.63%
- 💼 Commercial Services1.39%
- ⛏️ Energy Minerals1.24%
- 📡 Communications1.17%
- 🛠️ Producer Manufacturing0.93%
- 🏥 Health Services0.72%
- 🧪 Process Industries0.57%
- 🪨 Non Energy Minerals0.36%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.24%
- 🇺🇸 NYSE21.8%
- 🇩🇪 FRA17.26%
- 🌍 Digital Currency8.54%
- 🇬🇧 LSE6.52%
- 🌍 CFD2.63%
- 🇪🇸 Bolsa De Madrid1.56%
- 🇸🇪 Stockholm Stock Exchange1.16%
- 🇩🇰 Copenhagen Stock Exchange0.31%
- 🌍 Commodity0.09%
- 🌍 FX0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.89%
- 🇩🇪 Germany17.18%
- 🇬🇧 United Kingdom5.79%
- 🇪🇸 Spain1.56%
- 🇮🇱 Israel1.34%
- 🇱🇺 Luxembourg1.31%
- 🇳🇱 Netherlands1.27%
- 🇸🇪 Sweden1.16%
- 🇮🇪 Ireland0.89%
- 🇧🇷 Brazil0.36%
- 🇨🇳 China0.33%
- 🇩🇰 Denmark0.31%
- 🇨🇦 Canada0.08%
Dividends
Dividend Yield
1.16%
46 out of 80 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $VALE (9.88%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBC | 0.08% | 5.78% | $3.03 |
 PLUS.L | 0.07% | 5.34% | $1.33 |
 MBG.DE | 0.06% | 9% | $5.3 |
 ULVR.L | 0.05% | 3.17% | $1.47 |
 ED | 0.05% | 3.56% | $3.28 |
 MO | 0.05% | 7.66% | $3.92 |
 DHL.DE | 0.05% | 5.33% | $1.85 |
 BMW.DE | 0.05% | 7.62% | $6 |
 PSX | 0.05% | 3.82% | $4.3 |
 LGEN.L | 0.05% | 8.52% | $0.2 |
 CSCO | 0.04% | 2.64% | $1.58 |
 EOAN.DE | 0.04% | 4.64% | $0.53 |
 VALE | 0.04% | 9.88% | $1.33 |
 P911.DE | 0.03% | 3.74% | $2.31 |
 BKNG | 0.03% | 0.74% | $17.5 |
 LHA.DE | 0.03% | 4.79% | $0.3 |
 DTE.DE | 0.03% | 2.38% | $0.77 |
 OMC | 0.03% | 3.23% | $2.8 |
 MRK | 0.02% | 3.2% | $3.04 |
 RWE.DE | 0.02% | 3.35% | $1 |
 JNJ | 0.02% | 3.26% | $4.81 |
 IFX.DE | 0.02% | 1.09% | $0.35 |
 CMCSA | 0.02% | 3.74% | $1.2 |
 EMN | 0.02% | 3.27% | $3.22 |
 ORCL | 0.02% | 0.94% | $1.6 |
 MTX.DE | 0.02% | 0.61% | $2 |
 MEL.MC | 0.02% | 1.05% | - |
 HEN3.DE | 0.01% | 2.2% | $1.85 |
 SAP.DE | 0.01% | 0.82% | $2.2 |
 BVB.DE | 0.01% | 1.84% | - |
 CDW | 0.01% | 1.25% | $2.45 |
 SIRI | 0.01% | 4.46% | $0.1 |
 UNH | 0.01% | 1.51% | $7.74 |
 DAL | 0.01% | 0.74% | $0.3 |
 EBAY | 0.01% | 1.6% | $1.04 |
 GNC.L | 0.01% | 1.04% | - |
 ASML | 0.01% | 0.77% | $5.57 |
 AAPL | 0.01% | 0.53% | $0.97 |
 JD.US | 0.01% | 1.82% | $0.74 |
 PRG | 0.01% | 1.12% | $0.24 |
 DIS | 0.01% | 0.88% | $0.75 |
 META | 0.01% | 0.29% | $1 |
 MSFT | 0% | 0.76% | $3 |
 ADS.DE | 0% | 0.28% | $0.7 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 MBChess | 0% | 0.08% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
GNC.L | Pay Day | Feb 6 | $0.02 |
SIRI | Ex-Dividend | Feb 7 | $0.27 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
ED | Ex-Dividend | Feb 19 | $0.85 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (MBChess) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SIRI | Pay Day | Feb 25 | $0.27 |
IFX.DE (MBChess) | Pay Day | Feb 25 | $0.37 |
JNJ | Pay Day | Mar 4 | $1.24 |
MSFT | Pay Day | Mar 13 | $0.83 |
ED | Pay Day | Mar 14 | $0.85 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
MRK | Pay Day | Apr 7 | $0.81 |
CMCSA | Pay Day | Apr 23 | $0.33 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.2/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.34
-0.34
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-19.76
-19.76
-20
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.67
-0.67
-1
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
-0.34
-0.34
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.42
-0.42
-1
1
2
3
3
Jensen's Alpha
-19.76
-19.76
-20
0
2
4.5
4.5
Omega Ratio
0.35
0.35
0
1
1.5
2.5
2.5
Treynor Ratio
-0.67
-0.67
-1
0.75
1.25
2
2
Information Ratio
-1.07
-1.07
-2
0.3
0.6
1
1
Calmar Ratio
-0.13
-0.13
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-66.83% | Nov 2018 | - | 75 |