Loading...
0%
Today
0%
This Month
+1.22%
Year To Date
+57.96%
2 Years
+82.79%
5 Years
+14.63%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading62.5%
- 🛠️ Producer Manufacturing0.18%
- 💻 Electronic Technology0.03%
- 💵 Cash0%
- 🪨 Non Energy Minerals0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.66%
- 🇺🇸 NYSE13.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.49%
- 🇹🇼 Taiwan6.21%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
0.29%
3 out of 4 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $GGB (4.81%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 nonvisedarte | 0.29% | 0.47% | - |
 PHIN | 0% | 1.97% | $1 |
 GGB | 0% | 4.81% | $0.22 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (nonvisedarte) | Ex-Dividend | Feb 10 | $0.25 |
AAPL (nonvisedarte) | Pay Day | Feb 13 | $0.25 |
 MSFT (nonvisedarte) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (nonvisedarte) | Pay Day | Mar 13 | $0.83 |
 TSM (nonvisedarte) | Ex-Dividend | Mar 18 | $0.69 |
TSM (nonvisedarte) | Pay Day | Apr 10 | $0.69 |
Performance Metrics
Score 5.7/10
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
3.05
3.05
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.96
0.96
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.04
1.04
0
1
2
3
3
Jensen's Alpha
3.05
3.05
-2
0
2
4.5
4.5
Omega Ratio
1.11
1.11
0
1
1.5
2.5
2.5
Treynor Ratio
1.29
1.29
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.26% | Jul 2021 | Jun 2024 | 35 |
-4.93% | Oct 2024 | - | 5 |
-3.99% | Jul 2024 | Sep 2024 | 2 |
-0.93% | Apr 2021 | May 2021 | 1 |