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-0.88%
Today
-0.88%
This Month
+1.13%
Year To Date
+73.5%
2 Years
+65.34%
5 Years
+23.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs34.1%
- 🪙 Cryptocurrencies12.24%
- 💻 Electronic Technology11.63%
- 🖥️ Technology Services9.3%
- 👥 Copy Trading8.86%
- 🛍️ Retail Trade5.51%
- 💰 Finance4.97%
- 🧬 Health Technology4.89%
- 💼 Commercial Services3.96%
- 🍞 Consumer Non Durables2.44%
- 💇♀️ Consumer Services1.46%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE59.25%
- 🇺🇸 Nasdaq23.31%
- 🌍 Digital Currency12.24%
- 🇬🇧 LSE4.45%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.13%
- 🇬🇧 United Kingdom4.45%
- 🇨🇭 Switzerland0.23%
- 🇮🇪 Ireland0.05%
- 🇰🇾 Cayman Islands0.04%
Dividends
Dividend Yield
0.96%
15 out of 20 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $JNJ (3.26%)
Dividend Yield Breakdown
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 C (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.56 |
 AON (WarrenBuffet-CF) | Ex-Dividend | Feb 3 | $0.68 |
 WST | Ex-Dividend | Feb 7 | $0.21 |
 MA (WarrenBuffet-CF) | Pay Day | Feb 7 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | Feb 7 | $0.27 |
 AAPL (WarrenBuffet-CF) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (WarrenBuffet-CF) | Pay Day | Feb 10 | $0.70 |
WST | Pay Day | Feb 11 | $0.21 |
 V (WarrenBuffet-CF) | Ex-Dividend | Feb 11 | $0.59 |
AAPL (WarrenBuffet-CF) | Pay Day | Feb 13 | $0.25 |
 CVX (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $1.71 |
 KR (WarrenBuffet-CF) | Ex-Dividend | Feb 14 | $0.32 |
 ALLY (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | Feb 14 | $0.68 |
 JNJ | Ex-Dividend | Feb 18 | $1.24 |
 MSFT | Ex-Dividend | Feb 20 | $0.83 |
SIRI (WarrenBuffet-CF) | Pay Day | Feb 25 | $0.27 |
C (WarrenBuffet-CF) | Pay Day | Feb 28 | $0.56 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | Feb 28 | $0.88 |
KR (WarrenBuffet-CF) | Pay Day | Mar 1 | $0.32 |
V (WarrenBuffet-CF) | Pay Day | Mar 3 | $0.59 |
JNJ | Pay Day | Mar 4 | $1.24 |
 BAC | Ex-Dividend | Mar 7 | $0.26 |
BAC (WarrenBuffet-CF) | Ex-Dividend | Mar 7 | $0.26 |
CVX (WarrenBuffet-CF) | Pay Day | Mar 10 | $1.71 |
MSFT | Pay Day | Mar 13 | $0.83 |
TMUS (WarrenBuffet-CF) | Pay Day | Mar 13 | $0.88 |
BAC | Pay Day | Mar 28 | $0.26 |
BAC (WarrenBuffet-CF) | Pay Day | Mar 28 | $0.26 |
Performance Metrics
Score 7.2/10
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
13.05
13.05
-2
0
2
14
14
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
3.85
3.85
0
0.75
1.25
4
4
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Beta
0.35
0.35
0
0.8
1.2
0
2
Sharpe Ratio
0.8
0.8
0
0.5
1
1.5
1.5
Sortino Ratio
1.59
1.59
0
1
2
3
3
Jensen's Alpha
13.05
13.05
-2
0
2
14
14
Omega Ratio
1.23
1.23
0
1
1.5
2.5
2.5
Treynor Ratio
3.85
3.85
0
0.75
1.25
4
4
Information Ratio
0.22
0.22
0
0.3
0.6
1
1
Calmar Ratio
1.06
1.06
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.36% | Oct 2022 | Nov 2023 | 13 |
-2.59% | Apr 2024 | May 2024 | 1 |
-0.61% | Sep 2024 | Oct 2024 | 1 |