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-0.19%
Today
-0.19%
This Month
+3.66%
Year To Date
+43.15%
2 Years
+28.41%
5 Years
+9.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.48%
- 🖥️ Technology Services19.95%
- 💻 Electronic Technology11.34%
- 🪙 Cryptocurrencies10.25%
- ⛏️ Energy Minerals3.47%
- 🛍️ Retail Trade3.39%
- 💵 Cash3.16%
- 🛠️ Producer Manufacturing2.36%
- 💰 Finance1.92%
- 💇♀️ Consumer Services1.84%
- 💼 Commercial Services1.26%
- 🚗 Consumer Durables0.94%
- 🍞 Consumer Non Durables0.87%
- 🏥 Health Services0.55%
- 🚚 Transportation0.51%
- 🧬 Health Technology0.45%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE32.97%
- 🇺🇸 Nasdaq28.41%
- 🇺🇸 NYSE14.3%
- 🌍 Digital Currency10.25%
- 🇳🇱 Euronext Amsterdam0.51%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.04%
- 🇬🇧 United Kingdom7.34%
- 🇨🇦 Canada1.88%
- 🇮🇪 Ireland1.25%
- 🇮🇱 Israel0.61%
- 🇫🇮 Finland0.6%
- 🇹🇼 Taiwan0.59%
- 🇳🇱 Netherlands0.51%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
0.4%
26 out of 74 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $CCI (7.01%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SHEL.L | 0.12% | 4.08% | $0.8 |
 QCOM | 0.03% | 1.97% | $3.25 |
 CCI | 0.03% | 7.01% | $6.26 |
 BA.L | 0.03% | 2.53% | $0.3 |
 MSFT | 0.02% | 0.76% | $3 |
 XOM | 0.02% | 3.63% | $3.76 |
 ACN | 0.02% | 1.44% | $4.99 |
 AAPL | 0.02% | 0.53% | $0.97 |
 HWDN.L | 0.02% | 2.58% | $0.21 |
 NOK | 0.01% | 2.19% | $0.1 |
 RMV.L | 0.01% | 1.41% | $0.09 |
 LRCX | 0.01% | 1.06% | $8 |
 DIS | 0.01% | 0.88% | $0.75 |
 EA | 0.01% | 0.62% | $0.76 |
 AMAT | 0.01% | 0.89% | $1.44 |
 NKE | 0.01% | 1.96% | $1.45 |
 UI | 0.01% | 0.59% | $2.4 |
 FEVR.L | 0.01% | 2.1% | $0.17 |
 TSM | 0.01% | 0.93% | $1.74 |
 MA | 0.01% | 0.49% | $2.46 |
 GOOG | 0.01% | 0.29% | $0.2 |
 CRM | 0% | 0.47% | $0.4 |
 META | 0% | 0.29% | $1 |
 TER | 0% | 0.41% | $0.46 |
 PAYC | 0% | 0.72% | $1.5 |
 BP.L | 0% | 5.62% | $0.23 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MA | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
ACN | Pay Day | Feb 14 | $1.48 |
TER | Ex-Dividend | Feb 14 | $0.12 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
XOM | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TER | Pay Day | Mar 14 | $0.12 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
QCOM | Pay Day | Mar 27 | $0.85 |
TSM | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.4/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.19
-0.19
-2
0
2
4.5
4.5
Omega Ratio
0.94
0.94
0
1
1.5
2.5
2.5
Treynor Ratio
0.92
0.92
0
0.75
1.25
2
2
Information Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Calmar Ratio
0.23
0.23
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.91% | Nov 2021 | - | 39 |
-39.52% | Feb 2018 | Mar 2021 | 37 |
-11.28% | Sep 2017 | Nov 2017 | 2 |
-4.88% | Sep 2021 | Oct 2021 | 1 |
-4.53% | May 2021 | Aug 2021 | 3 |