Loading...
-1.7%
Today
-1.7%
This Month
+4%
Year To Date
+49.15%
2 Years
+49.15%
5 Years
+32.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies45.97%
- 🖥️ Technology Services10.13%
- 👥 Copy Trading8.54%
- 🛍️ Retail Trade5.94%
- 💇♀️ Consumer Services4.71%
- 💰 Finance4.24%
- 💻 Electronic Technology4.24%
- 🚗 Consumer Durables3.94%
- 📡 Communications2.21%
- 📊 ETFs1.88%
- 🍞 Consumer Non Durables1.87%
- 🧬 Health Technology1.39%
- 🪨 Non Energy Minerals1.13%
- 🛠️ Producer Manufacturing0.87%
- 💼 Commercial Services0.79%
- ⛏️ Energy Minerals0.66%
- 🧪 Process Industries0.36%
- 💵 Cash0.33%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.05%
- 🇺🇸 Nasdaq18.75%
- 🇺🇸 NYSE15.21%
- 🇦🇺 Sydney13.14%
- 🇭🇰 Hong Kong Exchanges0.91%
- 🇬🇧 LSE0.62%
- 🇩🇪 FRA0.45%
- 🇳🇴 Oslo Stock Exchange0.28%
- 🇳🇱 Euronext Amsterdam0.14%
- 🇫🇷 Euronext Paris0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇨🇭 SIX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇸🇪 Stockholm Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.56%
- 🇦🇺 Australia11.43%
- 🇨🇳 China2.73%
- 🇳🇿 New Zealand1.7%
- 🇨🇦 Canada1.02%
- 🇯🇵 Japan0.74%
- 🇰🇾 Cayman Islands0.61%
- 🇳🇱 Netherlands0.59%
- 🇧🇲 Bermuda0.57%
- 🇮🇪 Ireland0.48%
- 🇮🇱 Israel0.47%
- 🇩🇪 Germany0.45%
- 🇬🇧 United Kingdom0.42%
- 🇨🇾 Cyprus0.23%
- 🇳🇴 Norway0.22%
- 🇫🇷 France0.1%
- 🇮🇹 Italy0.08%
- 🇪🇸 Spain0.08%
- 🇬🇷 Greece0.06%
- 🇧🇷 Brazil0.05%
- 🇨🇭 Switzerland0.04%
- 🇺🇾 Uruguay0.04%
- 🇿🇦 South Africa0.03%
- 🇹🇼 Taiwan0.03%
- 🇩🇰 Denmark0.02%
- 🇲🇨 Monaco0.02%
- 🇫🇮 Finland0.01%
- 🇱🇺 Luxembourg0.01%
- 🇸🇪 Sweden0.01%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.91%
49 out of 105 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $FMG.ASX (10.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 KeshavLohiya | 0.1% | 8.92% | - |
 adams302 | 0.08% | 6.41% | - |
 VZ | 0.06% | 6.82% | $2.66 |
 WDS.ASX | 0.05% | 7.83% | $2.16 |
 FMG.ASX | 0.05% | 10.3% | $2.08 |
 TLS.ASX | 0.04% | 4.55% | $0.18 |
 ANZ.ASX | 0.04% | 5.44% | $1.77 |
 JBH.ASX | 0.03% | 3.36% | $2.73 |
 HVN.ASX | 0.03% | 4.25% | $0.22 |
 MBG.DE | 0.03% | 9% | $5.3 |
 SCHD | 0.03% | 3.8% | - |
 WOW.ASX | 0.02% | 3.41% | $1.05 |
 JNJ | 0.02% | 3.26% | $4.81 |
 PG | 0.02% | 2.43% | $3.83 |
 KO | 0.02% | 3.06% | $1.89 |
 T | 0.02% | 4.68% | $1.11 |
 SOL.ASX | 0.02% | 2.77% | $0.91 |
 BHP.ASX | 0.02% | 5.54% | $2.35 |
 TM | 0.02% | 2.58% | $4.64 |
 WES.ASX | 0.02% | 2.58% | $1.94 |
 INTC | 0.02% | 2.57% | $0.5 |
 MERC | 0.02% | 4.46% | $0.3 |
 NAB.ASX | 0.02% | 4.23% | $1.68 |
 Space-Investor | 0.02% | 1.07% | - |
 IWM | 0.01% | 1.23% | - |
 QBE.ASX | 0.01% | 3.44% | $0.62 |
 CSL.ASX | 0.01% | 1.42% | $3.81 |
 BABA | 0.01% | 0.99% | $0.98 |
 CSL | 0.01% | 0.99% | $3.4 |
 MSFT | 0.01% | 0.76% | $3 |
 BRG.ASX | 0.01% | 0.86% | $0.32 |
 0700.HK | 0.01% | 0.85% | $3.4 |
 REA.ASX | 0.01% | 0.76% | $1.7 |
 GE | 0% | 0.55% | $0.44 |
 AAPL | 0% | 0.53% | $0.97 |
 RCL | 0% | 0.36% | - |
 Chrochtik | 0% | 2.84% | - |
 iBore99 | 0% | 2.54% | - |
 LuxFutureInvest | 0% | 0.8% | - |
 ASML | 0% | 0.77% | $5.57 |
 BigTech | 0% | 0.36% | - |
 Sir_H_Pennywise | 0% | 0.44% | - |
 JeppeKirkBonde | 0% | 1.24% | - |
 META | 0% | 0.29% | $1 |
 GOOG | 0% | 0.29% | $0.2 |
 Onegirl | 0% | 0.25% | - |
 SharonConnolly | 0% | 0.36% | - |
 petelu | 0% | 0.18% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
 NOKIA.HE (Space-Investor) | Ex-Dividend | Feb 3 | $0.03 |
 O (iBore99) | Ex-Dividend | Feb 3 | $0.26 |
 SYF (Sir_H_Pennywise) | Ex-Dividend | Feb 3 | $0.25 |
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
 MA (SharonConnolly) | Pay Day | Feb 7 | $0.76 |
 COST (SharonConnolly) | Ex-Dividend | Feb 7 | $1.16 |
 GD (Space-Investor) | Pay Day | Feb 7 | $1.42 |
 SIRI (Space-Investor) | Ex-Dividend | Feb 7 | $0.27 |
MA (iBore99) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (Onegirl) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (SharonConnolly) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (SharonConnolly) | Pay Day | Feb 10 | $0.70 |
 ASML.NV (LuxFutureInvest) | Ex-Dividend | Feb 10 | $1.58 |
 DE (Space-Investor) | Pay Day | Feb 10 | $1.62 |
AAPL (iBore99) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (BigTech) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (SharonConnolly) | Ex-Dividend | Feb 11 | $0.59 |
 TGT (iBore99) | Ex-Dividend | Feb 12 | $1.12 |
 XOM (Sir_H_Pennywise) | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (Onegirl) | Pay Day | Feb 13 | $0.25 |
AAPL (SharonConnolly) | Pay Day | Feb 13 | $0.25 |
NOKIA.HE (Space-Investor) | Pay Day | Feb 13 | $0.03 |
AAPL (iBore99) | Pay Day | Feb 13 | $0.25 |
AAPL (BigTech) | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 LLY (SharonConnolly) | Ex-Dividend | Feb 14 | $1.50 |
 GIB (Space-Investor) | Ex-Dividend | Feb 14 | $0.10 |
 SHEL (iBore99) | Ex-Dividend | Feb 14 | $0.72 |
 ABT (iBore99) | Pay Day | Feb 14 | $0.59 |
LLY (iBore99) | Ex-Dividend | Feb 14 | $1.50 |
O (iBore99) | Pay Day | Feb 14 | $0.26 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
CSL | Ex-Dividend | Feb 18 | $1.00 |
SYF (Sir_H_Pennywise) | Pay Day | Feb 18 | $0.25 |
ASML.NV (LuxFutureInvest) | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Onegirl) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (SharonConnolly) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Space-Investor) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Chrochtik) | Ex-Dividend | Feb 20 | $0.83 |
 IMB.L (Chrochtik) | Ex-Dividend | Feb 20 | $0.69 |
COST (SharonConnolly) | Pay Day | Feb 21 | $1.16 |
 RTX (Space-Investor) | Ex-Dividend | Feb 21 | $0.63 |
 IFX.DE (Space-Investor) | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE (Space-Investor) | Pay Day | Feb 25 | $0.37 |
SIRI (Space-Investor) | Pay Day | Feb 25 | $0.27 |
 GS (LuxFutureInvest) | Ex-Dividend | Feb 28 | $3.00 |
 TMUS (Sir_H_Pennywise) | Ex-Dividend | Feb 28 | $0.88 |
GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
TGT (iBore99) | Pay Day | Mar 1 | $1.12 |
CSL | Pay Day | Mar 3 | $1.00 |
 IGG.L (adams302) | Pay Day | Mar 3 | $0.17 |
V (SharonConnolly) | Pay Day | Mar 3 | $0.59 |
 LMT (LuxFutureInvest) | Ex-Dividend | Mar 3 | $3.30 |
LMT (Space-Investor) | Ex-Dividend | Mar 3 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
LMT (Chrochtik) | Ex-Dividend | Mar 3 | $3.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
 QCOM (Space-Investor) | Ex-Dividend | Mar 6 | $0.85 |
QCOM (BigTech) | Ex-Dividend | Mar 6 | $0.85 |
 GM (Sir_H_Pennywise) | Ex-Dividend | Mar 7 | $0.12 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
LLY (SharonConnolly) | Pay Day | Mar 10 | $1.50 |
LLY (iBore99) | Pay Day | Mar 10 | $1.50 |
XOM (Sir_H_Pennywise) | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (Onegirl) | Pay Day | Mar 13 | $0.83 |
MSFT (SharonConnolly) | Pay Day | Mar 13 | $0.83 |
MSFT (Space-Investor) | Pay Day | Mar 13 | $0.83 |
TMUS (Sir_H_Pennywise) | Pay Day | Mar 13 | $0.88 |
MSFT (BigTech) | Pay Day | Mar 13 | $0.83 |
AMAT (BigTech) | Pay Day | Mar 13 | $0.40 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (Chrochtik) | Pay Day | Mar 13 | $0.83 |
 TSM (SharonConnolly) | Ex-Dividend | Mar 18 | $0.69 |
TSM (BigTech) | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
RTX (Space-Investor) | Pay Day | Mar 20 | $0.63 |
GM (Sir_H_Pennywise) | Pay Day | Mar 20 | $0.12 |
GIB (Space-Investor) | Pay Day | Mar 21 | $0.10 |
SHEL (iBore99) | Pay Day | Mar 24 | $0.72 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
 TTE.PA (KeshavLohiya) | Ex-Dividend | Mar 26 | $0.86 |
QCOM (Space-Investor) | Pay Day | Mar 27 | $0.85 |
QCOM (BigTech) | Pay Day | Mar 27 | $0.85 |
LMT (LuxFutureInvest) | Pay Day | Mar 28 | $3.30 |
GS (LuxFutureInvest) | Pay Day | Mar 28 | $3.00 |
LMT (Space-Investor) | Pay Day | Mar 28 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
LMT (Chrochtik) | Pay Day | Mar 28 | $3.30 |
IMB.L (Chrochtik) | Pay Day | Mar 31 | $0.69 |
TTE.PA (KeshavLohiya) | Pay Day | Apr 1 | $0.86 |
TSM (SharonConnolly) | Pay Day | Apr 10 | $0.69 |
TSM (BigTech) | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
 DIS (iBore99) | Ex-Dividend | Jun 24 | $0.50 |
DIS (iBore99) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.5/10
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-5.88
-5.88
-6
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Beta
1.76
1.76
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.34
1.34
0
1
2
3
3
Jensen's Alpha
-5.88
-5.88
-6
0
2
4.5
4.5
Omega Ratio
1.21
1.21
0
1
1.5
2.5
2.5
Treynor Ratio
1.28
1.28
0
0.75
1.25
2
2
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
1.09
1.09
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.1% | Apr 2024 | Nov 2024 | 7 |
-9.3% | Dec 2024 | - | 2 |
-4.76% | Aug 2023 | Nov 2023 | 3 |
-4.18% | Jan 2024 | Feb 2024 | 1 |