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+0.07%
Today
+8.09%
This Month
+71.03%
Year To Date
+74.21%
2 Years
+74.21%
5 Years
+74.21%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading92.83%
- 💵 Cash2.37%
- 🧬 Health Technology0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq80.64%
- 🌍 Digital Currency4.85%
- 🇺🇸 NYSE3.36%
- 🇳🇱 Euronext Amsterdam2.38%
- 🇨🇭 SIX1.05%
- 🇭🇰 Hong Kong Exchanges0.29%
- 🇩🇪 FRA0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States79%
- 🇳🇱 Netherlands3.83%
- 🇹🇼 Taiwan1.85%
- 🇨🇭 Switzerland1.05%
- 🇬🇧 United Kingdom0.77%
- 🇩🇪 Germany0.75%
- 🇨🇳 China0.44%
- 🇱🇺 Luxembourg0.15%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
0.17%
3 out of 4 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $PHIA.NV (3.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Hugely | 0.13% | 0.25% | - |
 steveli1029 | 0.04% | 0.1% | - |
 PHIA.NV | 0% | 3.51% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 CMI (Hugely) | Ex-Dividend | Nov 22 | $1.82 |
 JNJ (Hugely) | Ex-Dividend | Nov 26 | $1.24 |
 WFC (Hugely) | Pay Day | Dec 1 | $0.40 |
 SWKS (Hugely) | Ex-Dividend | Dec 3 | $0.70 |
 AMKR (Hugely) | Ex-Dividend | Dec 4 | $0.40 |
CMI (Hugely) | Pay Day | Dec 5 | $1.82 |
 QCOM (Hugely) | Ex-Dividend | Dec 5 | $0.85 |
 PH (Hugely) | Pay Day | Dec 6 | $1.63 |
 GOOG (Hugely) | Ex-Dividend | Dec 9 | $0.20 |
 EMR (Hugely) | Pay Day | Dec 10 | $0.53 |
JNJ (Hugely) | Pay Day | Dec 10 | $1.24 |
 LRCX (Hugely) | Ex-Dividend | Dec 11 | $0.23 |
 AMAT (Hugely) | Pay Day | Dec 12 | $0.40 |
 MSFT (Hugely) | Pay Day | Dec 12 | $0.83 |
 TSM (Hugely) | Ex-Dividend | Dec 12 | $0.62 |
 CCI (Hugely) | Ex-Dividend | Dec 13 | $1.56 |
GOOG (Hugely) | Pay Day | Dec 16 | $0.20 |
QCOM (Hugely) | Pay Day | Dec 19 | $0.85 |
AMKR (Hugely) | Pay Day | Dec 23 | $0.40 |
SWKS (Hugely) | Pay Day | Dec 24 | $0.70 |
CCI (Hugely) | Pay Day | Dec 31 | $1.56 |
LRCX (Hugely) | Pay Day | Jan 8 | $0.23 |
TSM (Hugely) | Pay Day | Jan 9 | $0.62 |
Performance Metrics
Score 8.8/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
2.43
2.43
0
0.5
1
3
3
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
25.61
25.61
-2
0
2
26
26
Omega Ratio
3.65
3.65
0
1
1.5
4
4
Treynor Ratio
3.07
3.07
0
0.75
1.25
4
4
Information Ratio
1.83
1.83
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
2.43
2.43
0
0.5
1
3
3
Sortino Ratio
10
10
0
1
2
10
10
Jensen's Alpha
25.61
25.61
-2
0
2
26
26
Omega Ratio
3.65
3.65
0
1
1.5
4
4
Treynor Ratio
3.07
3.07
0
0.75
1.25
4
4
Information Ratio
1.83
1.83
0
0.3
0.6
2
2
Calmar Ratio
10
10
0
0.3
0.6
10
10
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.75% | Jun 2024 | Sep 2024 | 3 |
-1.52% | Mar 2024 | Apr 2024 | 1 |