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-0.34%
Today
-0.34%
This Month
+2.53%
Year To Date
+79.32%
2 Years
+73.64%
5 Years
+14.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading33.27%
- 🚗 Consumer Durables24.4%
- 🖥️ Technology Services13.23%
- 🪙 Cryptocurrencies11.77%
- 💻 Electronic Technology6.92%
- 💰 Finance2.84%
- 🍞 Consumer Non Durables2.06%
- ⚡ Utilities1.18%
- 💇♀️ Consumer Services1.07%
- 🛍️ Retail Trade0.88%
- 🧬 Health Technology0.34%
- 🏥 Health Services0.08%
- 💵 Cash0.01%
- 🛠️ Producer Manufacturing0%
- 🧪 Process Industries0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.09%
- 🇺🇸 NYSE19.52%
- 🌍 Digital Currency13.61%
- 🇩🇪 Xetra ETFs8.18%
- 🇮🇹 Borsa Italiana1.53%
- 🇸🇪 Stockholm Stock Exchange0.3%
- 🇬🇧 LSE0.12%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇭🇰 Hong Kong Exchanges0.11%
- 🇨🇭 SIX0.09%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇫🇷 Euronext Paris0.04%
- 🇩🇪 FRA0.02%
- 🇺🇸 OTC Markets Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.54%
- 🇨🇦 Canada3.42%
- 🇨🇳 China1.66%
- 🇮🇹 Italy1.53%
- 🇬🇧 United Kingdom0.75%
- 🇰🇿 Kazakhstan0.64%
- 🇨🇭 Switzerland0.48%
- 🇹🇼 Taiwan0.39%
- 🇸🇪 Sweden0.34%
- 🇳🇱 Netherlands0.17%
- 🇱🇺 Luxembourg0.1%
- 🇵🇦 Panama0.05%
- 🇫🇷 France0.04%
- 🇿🇦 South Africa0.03%
- 🇩🇪 Germany0.02%
- 🇳🇴 Norway0%
- 🇮🇪 Ireland0%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.54%
21 out of 43 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $F (7.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 adam254 | 0.21% | 0.83% | - |
 PM | 0.08% | 4.07% | $5.2 |
 F | 0.04% | 7.74% | $0.78 |
 JPM | 0.03% | 1.8% | $4.4 |
 AAPL | 0.03% | 0.53% | $0.97 |
 JonasBarrelov | 0.02% | 1.16% | - |
 SWBI | 0.02% | 4.86% | $0.48 |
 hugomanenti95 | 0.02% | 1.1% | - |
 SBGI | 0.02% | 6.83% | $1 |
 LDO.MI | 0.01% | 0.93% | $0.28 |
 JNJ | 0.01% | 3.26% | $4.81 |
 BABA | 0.01% | 0.99% | $0.98 |
 META | 0.01% | 0.29% | $1 |
 BAC | 0.01% | 2.2% | $0.96 |
 GreenbullInvest | 0.01% | 0.27% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 Hugely | 0.01% | 0.31% | - |
 VST | 0.01% | 0.52% | $0.85 |
 ACLN.ZU | 0% | 1.85% | $0.85 |
 AI.PA | 0% | 1.73% | $2.91 |
 SDZNY | 0% | 0.62% | $0.3 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 T (adam254) | Pay Day | Feb 3 | $0.28 |
 FCX (hugomanenti95) | Pay Day | Feb 3 | $0.15 |
 LOW (adam254) | Pay Day | Feb 5 | $1.15 |
 MA (adam254) | Pay Day | Feb 7 | $0.76 |
 GD (adam254) | Pay Day | Feb 7 | $1.42 |
 PNR (adam254) | Pay Day | Feb 7 | $0.25 |
 WFC (Hugely) | Ex-Dividend | Feb 7 | $0.40 |
 PH (Hugely) | Ex-Dividend | Feb 7 | $1.63 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (adam254) | Ex-Dividend | Feb 10 | $0.25 |
 IBM (adam254) | Ex-Dividend | Feb 10 | $1.67 |
 GWW (adam254) | Ex-Dividend | Feb 10 | $2.05 |
AAPL (GreenbullInvest) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JonasBarrelov) | Ex-Dividend | Feb 10 | $0.25 |
IBM (JonasBarrelov) | Ex-Dividend | Feb 10 | $1.67 |
AAPL (Hugely) | Ex-Dividend | Feb 10 | $0.25 |
 ASML.NV (Hugely) | Ex-Dividend | Feb 10 | $1.58 |
 V (adam254) | Ex-Dividend | Feb 11 | $0.59 |
 NUE (adam254) | Pay Day | Feb 11 | $0.55 |
 CNXC (hugomanenti95) | Pay Day | Feb 11 | $0.33 |
 XOM (adam254) | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (adam254) | Pay Day | Feb 13 | $0.25 |
AAPL (GreenbullInvest) | Pay Day | Feb 13 | $0.25 |
AAPL (JonasBarrelov) | Pay Day | Feb 13 | $0.25 |
AAPL (Hugely) | Pay Day | Feb 13 | $0.25 |
 CVX (adam254) | Ex-Dividend | Feb 14 | $1.71 |
 ABBV (adam254) | Pay Day | Feb 14 | $1.64 |
 CTAS (adam254) | Ex-Dividend | Feb 14 | $0.39 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
JNJ (adam254) | Ex-Dividend | Feb 18 | $1.24 |
 PG (adam254) | Pay Day | Feb 18 | $1.01 |
 ATKR (hugomanenti95) | Ex-Dividend | Feb 18 | $0.32 |
 AFL (adam254) | Ex-Dividend | Feb 19 | $0.58 |
ASML.NV (Hugely) | Pay Day | Feb 19 | $1.58 |
 MSFT (adam254) | Ex-Dividend | Feb 20 | $0.83 |
 CAT (adam254) | Pay Day | Feb 20 | $1.41 |
MSFT (GreenbullInvest) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JonasBarrelov) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (Hugely) | Ex-Dividend | Feb 20 | $0.83 |
 AMAT (Hugely) | Ex-Dividend | Feb 20 | $0.40 |
 SPGI (adam254) | Ex-Dividend | Feb 26 | $0.96 |
ATKR (hugomanenti95) | Pay Day | Feb 28 | $0.32 |
GWW (adam254) | Pay Day | Mar 1 | $2.05 |
WFC (Hugely) | Pay Day | Mar 1 | $0.40 |
V (adam254) | Pay Day | Mar 3 | $0.59 |
AFL (adam254) | Pay Day | Mar 3 | $0.58 |
JNJ | Pay Day | Mar 4 | $1.24 |
JNJ (adam254) | Pay Day | Mar 4 | $1.24 |
 QCOM (Hugely) | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PH (Hugely) | Pay Day | Mar 7 | $1.63 |
CVX (adam254) | Pay Day | Mar 10 | $1.71 |
IBM (adam254) | Pay Day | Mar 10 | $1.67 |
XOM (adam254) | Pay Day | Mar 10 | $0.99 |
 VFC (adam254) | Ex-Dividend | Mar 10 | $0.09 |
IBM (JonasBarrelov) | Pay Day | Mar 10 | $1.67 |
SPGI (adam254) | Pay Day | Mar 12 | $0.96 |
MSFT (adam254) | Pay Day | Mar 13 | $0.83 |
MSFT (GreenbullInvest) | Pay Day | Mar 13 | $0.83 |
MSFT (JonasBarrelov) | Pay Day | Mar 13 | $0.83 |
MSFT (Hugely) | Pay Day | Mar 13 | $0.83 |
AMAT (Hugely) | Pay Day | Mar 13 | $0.40 |
 ADP (adam254) | Ex-Dividend | Mar 14 | $1.54 |
CTAS (adam254) | Pay Day | Mar 14 | $0.39 |
 TSM (adam254) | Ex-Dividend | Mar 18 | $0.69 |
TSM (Hugely) | Ex-Dividend | Mar 18 | $0.69 |
VFC (adam254) | Pay Day | Mar 20 | $0.09 |
QCOM (Hugely) | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
ADP (adam254) | Pay Day | Apr 1 | $1.54 |
TSM (adam254) | Pay Day | Apr 10 | $0.69 |
TSM (Hugely) | 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 |
HM-B.ST (JonasBarrelov) | Pay Day | May 14 | $0.31 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.9/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
2.35
2.35
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.12
1.12
0
1
2
3
3
Jensen's Alpha
2.35
2.35
-2
0
2
4.5
4.5
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.04
1.04
0
0.75
1.25
2
2
Information Ratio
0.19
0.19
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.68% | Nov 2021 | Feb 2024 | 27 |
-9.88% | May 2021 | Aug 2021 | 3 |
-5.87% | Sep 2021 | Oct 2021 | 1 |
-5.2% | Apr 2024 | Jun 2024 | 2 |
-0.46% | Aug 2024 | Sep 2024 | 1 |
-0.17% | Oct 2024 | Nov 2024 | 1 |