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-1.22%
Today
-1.22%
This Month
+4.47%
Year To Date
+52.19%
2 Years
+173.86%
5 Years
-22.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading40.82%
- 🖥️ Technology Services14.99%
- 🪙 Cryptocurrencies13%
- 💻 Electronic Technology12.42%
- 💵 Cash3.62%
- ⛏️ Energy Minerals3.24%
- 🌾 Commodities2.53%
- 💰 Finance2.26%
- 🛠️ Producer Manufacturing1.75%
- 📊 ETFs1.69%
- 🧬 Health Technology1.33%
- 🧪 Process Industries0.67%
- 🪨 Non Energy Minerals0.23%
- 🏭 Industrial Services0.12%
- 🚗 Consumer Durables0.12%
- 💇♀️ Consumer Services0.02%
- 🛍️ Retail Trade0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.19%
- 🇺🇸 NYSE21.57%
- 🇬🇧 LSE20.07%
- 🌍 Digital Currency13.26%
- 🌍 Commodity2.53%
- 🇩🇪 FRA1.22%
- 🇩🇪 Xetra ETFs1.09%
- 🇭🇰 Hong Kong Exchanges1.06%
- 🇨🇭 SIX0.94%
- 🇸🇪 Stockholm Stock Exchange0.35%
- 🇩🇰 Copenhagen Stock Exchange0.28%
- 🇮🇹 Borsa Italiana0.1%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇫🇮 Helsinki Stock Exchange0.03%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.19%
- 🇹🇼 Taiwan6.16%
- 🇳🇱 Netherlands1.55%
- 🇩🇪 Germany1.39%
- 🇬🇧 United Kingdom1.28%
- 🇨🇭 Switzerland1.17%
- 🇨🇳 China1.01%
- 🇮🇱 Israel0.75%
- 🇭🇰 Hong Kong0.51%
- 🇮🇪 Ireland0.47%
- 🇨🇴 Colombia0.42%
- 🇨🇦 Canada0.41%
- 🇧🇷 Brazil0.38%
- 🇸🇪 Sweden0.38%
- 🇩🇰 Denmark0.28%
- 🇯🇵 Japan0.17%
- 🇮🇹 Italy0.1%
- 🇱🇺 Luxembourg0.07%
- 🇫🇮 Finland0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇳🇴 Norway0%
Dividends
Dividend Yield
0.68%
25 out of 72 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $BAS.DE (7.31%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.12% | 2.53% | - |
 PBF | 0.11% | 3.5% | $0.95 |
 AmitKup | 0.09% | 3.36% | - |
 BAS.DE | 0.08% | 7.31% | $3.4 |
 TSM | 0.05% | 0.93% | $1.74 |
 SWBI | 0.04% | 4.86% | $0.48 |
 2338.HK | 0.03% | 5.43% | $0.57 |
 PetrBalas | 0.02% | 1.43% | - |
 Coolcontribution | 0.02% | 1.55% | - |
 JonasBarrelov | 0.01% | 1.18% | - |
 sgstjc | 0.01% | 0.92% | - |
 CPHequities | 0.01% | 0.72% | - |
 ASML | 0.01% | 0.77% | $5.57 |
 GOOG | 0.01% | 0.29% | $0.2 |
 OLN | 0.01% | 2.73% | $0.8 |
 LOGN.ZU | 0.01% | 1.27% | $1.06 |
 MSFT | 0.01% | 0.76% | $3 |
 META | 0.01% | 0.29% | $1 |
 01177.HK | 0.01% | 2.13% | $0.05 |
 MU | 0.01% | 0.5% | $0.46 |
 P911.DE | 0% | 3.74% | $2.31 |
 ReturnInvest | 0% | 0.45% | - |
 NVDA | 0% | 0.03% | $0.02 |
 LIT | 0% | 0.05% | - |
 ACLN.ZU | 0% | 1.85% | $0.85 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 SYF (CPHequities) | Ex-Dividend | Feb 3 | $0.25 |
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 MA (CPHequities) | Pay Day | Feb 7 | $0.76 |
 WFC (CPHequities) | Ex-Dividend | Feb 7 | $0.40 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 AAPL (CPHequities) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (sgstjc) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JonasBarrelov) | Ex-Dividend | Feb 10 | $0.25 |
 IBM (JonasBarrelov) | Ex-Dividend | Feb 10 | $1.67 |
 V (CPHequities) | Ex-Dividend | Feb 11 | $0.59 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
AAPL (CPHequities) | Pay Day | Feb 13 | $0.25 |
AAPL (sgstjc) | Pay Day | Feb 13 | $0.25 |
AAPL (JonasBarrelov) | Pay Day | Feb 13 | $0.25 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
SYF (CPHequities) | Pay Day | Feb 18 | $0.25 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (CPHequities) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (CPHequities) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (PetrBalas) | Ex-Dividend | Feb 20 | $0.83 |
AMAT (PetrBalas) | Ex-Dividend | Feb 20 | $0.40 |
MSFT (sgstjc) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JonasBarrelov) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (ReturnInvest) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
 RTX (CPHequities) | Ex-Dividend | Feb 21 | $0.63 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
 SSE.L (sgstjc) | Pay Day | Feb 27 | $0.27 |
 GS (PetrBalas) | Ex-Dividend | Feb 28 | $3.00 |
WFC (CPHequities) | Pay Day | Mar 1 | $0.40 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
V (CPHequities) | Pay Day | Mar 3 | $0.59 |
 MCK (CPHequities) | Ex-Dividend | Mar 3 | $0.71 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
IBM (JonasBarrelov) | Pay Day | Mar 10 | $1.67 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (CPHequities) | Pay Day | Mar 13 | $0.83 |
AMAT (CPHequities) | Pay Day | Mar 13 | $0.40 |
MSFT (PetrBalas) | Pay Day | Mar 13 | $0.83 |
AMAT (PetrBalas) | Pay Day | Mar 13 | $0.40 |
MSFT (sgstjc) | Pay Day | Mar 13 | $0.83 |
MSFT (JonasBarrelov) | Pay Day | Mar 13 | $0.83 |
MSFT (ReturnInvest) | Pay Day | Mar 13 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (CPHequities) | Ex-Dividend | Mar 18 | $0.69 |
TSM (PetrBalas) | Ex-Dividend | Mar 18 | $0.69 |
RTX (CPHequities) | Pay Day | Mar 20 | $0.63 |
GS (PetrBalas) | Pay Day | Mar 28 | $3.00 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
MCK (CPHequities) | Pay Day | Apr 1 | $0.71 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (CPHequities) | Pay Day | Apr 10 | $0.69 |
TSM (PetrBalas) | Pay Day | Apr 10 | $0.69 |
 SAND.ST (JonasBarrelov) | Ex-Dividend | Apr 30 | $0.52 |
SAND.ST (JonasBarrelov) | Pay Day | May 7 | $0.52 |
 HM-B.ST (JonasBarrelov) | Ex-Dividend | May 8 | $0.31 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
HM-B.ST (JonasBarrelov) | Pay Day | May 14 | $0.31 |
 DIS (ReturnInvest) | Ex-Dividend | Jun 24 | $0.50 |
DIS (ReturnInvest) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3/10
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-3.25
-3.25
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Beta
2.12
2.12
0
0.8
1.2
0
3
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-3.25
-3.25
-4
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.77
0.77
0
0.75
1.25
2
2
Information Ratio
0.09
0.09
0
0.3
0.6
1
1
Calmar Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-99.08% | Jan 2018 | - | 85 |