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-0.72%
Today
-0.72%
This Month
+8.32%
Year To Date
+74.12%
2 Years
+105.1%
5 Years
+15.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies30.01%
- 💻 Electronic Technology13.9%
- 🖥️ Technology Services7.49%
- 💼 Commercial Services6.74%
- 💵 Cash5.76%
- 💇♀️ Consumer Services5.59%
- 💰 Finance4.59%
- 🚚 Transportation4.36%
- 🚗 Consumer Durables4.22%
- 🛍️ Retail Trade3.53%
- ⛏️ Energy Minerals2.75%
- 🛠️ Producer Manufacturing2.23%
- 👥 Copy Trading2.17%
- 🧬 Health Technology1.83%
- 📡 Communications1.74%
- 🪨 Non Energy Minerals1.71%
- 📦 Distribution Services0.34%
- 🧪 Process Industries0.28%
- 🍞 Consumer Non Durables0.07%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.25%
- 🌍 Digital Currency30.01%
- 🇺🇸 NYSE22.5%
- 🇮🇹 Borsa Italiana3.6%
- 🇬🇧 LSE2.07%
- 🇩🇰 Copenhagen Stock Exchange1.72%
- 🇫🇷 Euronext Paris1.71%
- 🌍 Commodity0.06%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43%
- 🇮🇹 Italy5.42%
- 🇨🇳 China4.97%
- 🇨🇦 Canada2.86%
- 🇬🇧 United Kingdom2.43%
- 🇩🇰 Denmark1.72%
- 🇫🇷 France1.71%
- 🇳🇱 Netherlands0.03%
- 🇹🇼 Taiwan0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.39%
14 out of 85 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $VOD (8.15%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FANG | 0.14% | 5.04% | $9.26 |
 ADP.PA | 0.06% | 3.47% | $3.82 |
 AXP | 0.04% | 0.88% | $2.6 |
 GEN | 0.03% | 1.86% | $0.5 |
 LDO.MI | 0.03% | 0.93% | $0.28 |
 VOD | 0.03% | 8.15% | $0.94 |
 MA | 0.02% | 0.49% | $2.46 |
 RACE | 0.01% | 0.64% | $2.64 |
 AAPL | 0.01% | 0.53% | $0.97 |
 META | 0.01% | 0.29% | $1 |
 GOOG | 0.01% | 0.29% | $0.2 |
 CCJ | 0% | 0.24% | $0.09 |
 fparramartinez | 0% | 0.38% | - |
 stevocc | 0% | 0.22% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
VOD | Pay Day | Feb 7 | $0.24 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
AAPL (stevocc) | Ex-Dividend | Feb 10 | $0.25 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (stevocc) | Pay Day | Feb 13 | $0.25 |
GEN | Ex-Dividend | Feb 14 | $0.12 |
 DOYU | Pay Day | Feb 20 | $9.94 |
 MSFT (stevocc) | Ex-Dividend | Feb 20 | $0.83 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
GEN | Pay Day | Mar 12 | $0.12 |
MSFT (stevocc) | Pay Day | Mar 13 | $0.83 |
 TSM (stevocc) | Ex-Dividend | Mar 18 | $0.69 |
TSM (stevocc) | Pay Day | Apr 10 | $0.69 |
 DIS (stevocc) | Ex-Dividend | Jun 24 | $0.50 |
DIS (stevocc) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6/10
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
8.97
8.97
-2
0
2
9
9
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.24
1.24
0
0.8
1.2
0
2
Sharpe Ratio
0.43
0.43
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
8.97
8.97
-2
0
2
9
9
Omega Ratio
1.37
1.37
0
1
1.5
2.5
2.5
Treynor Ratio
1.52
1.52
0
0.75
1.25
2
2
Information Ratio
0.24
0.24
0
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-56.13% | Jan 2018 | Apr 2021 | 39 |
-47.89% | May 2021 | Nov 2024 | 42 |
-2.32% | Dec 2024 | Jan 2025 | 1 |