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+0.36%
Today
+11.68%
This Month
+40.5%
Year To Date
+4.59%
2 Years
-43.77%
5 Years
+33.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading53.71%
- 💵 Cash7.84%
- 🪙 Cryptocurrencies2.85%
- 🛍️ Retail Trade1.79%
- 📊 ETFs1.23%
- 💰 Finance0.3%
- 🛠️ Producer Manufacturing0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq32.02%
- 🇺🇸 NYSE19.14%
- 🌍 Digital Currency2.85%
- 🇭🇰 Hong Kong Exchanges2.44%
- 🇬🇧 LSE1.43%
- 🇫🇷 Euronext Paris0.45%
- 🇨🇭 SIX0.44%
- 🇩🇪 FRA0.41%
- 🇳🇱 Euronext Amsterdam0.22%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.62%
- 🇨🇳 China4.99%
- 🇨🇭 Switzerland1.08%
- 🇨🇦 Canada0.92%
- 🇸🇬 Singapore0.87%
- 🇳🇱 Netherlands0.71%
- 🇹🇼 Taiwan0.5%
- 🇯🇵 Japan0.46%
- 🇮🇪 Ireland0.46%
- 🇫🇷 France0.45%
- 🇸🇪 Sweden0.44%
- 🇭🇰 Hong Kong0.42%
- 🇩🇪 Germany0.41%
- 🇻🇳 Vietnam0.35%
- 🇮🇱 Israel0.26%
- 🇰🇷 South Korea0.2%
- 🇬🇧 United Kingdom0.15%
- 🇰🇾 Cayman Islands0.03%
- 🇧🇪 Belgium0.01%
Dividends
Dividend Yield
0.43%
7 out of 17 instruments pay dividend.
29 dividend payments in the next 30 days.
Highest Dividend: $PHIN (1.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Driverless | 0.13% | 0.86% | - |
 WarrenBuffet-CF | 0.11% | 1.62% | - |
 InTheGame | 0.07% | 0.34% | - |
 BillGates13F | 0.06% | 0.99% | - |
 Cancer-Med | 0.06% | 0.96% | - |
 PHIN | 0% | 1.9% | $1 |
 ACLN.ZU | 0% | 1.73% | $0.85 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 C (WarrenBuffet-CF) | Pay Day | Nov 22 | $0.56 |
 COF (WarrenBuffet-CF) | Pay Day | Nov 22 | $0.60 |
 MCO (WarrenBuffet-CF) | Ex-Dividend | Nov 22 | $0.85 |
PHIN | Ex-Dividend | Nov 25 | $0.25 |
 JNJ (Cancer-Med) | Ex-Dividend | Nov 26 | $1.24 |
 EA (InTheGame) | Ex-Dividend | Nov 27 | $0.19 |
 ST (Driverless) | Pay Day | Nov 27 | $0.12 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | Nov 27 | $0.88 |
 LPX (WarrenBuffet-CF) | Pay Day | Nov 27 | $0.26 |
 NTES (InTheGame) | Ex-Dividend | Nov 29 | $0.44 |
 KO (WarrenBuffet-CF) | Ex-Dividend | Nov 29 | $0.48 |
 KHC (WarrenBuffet-CF) | Ex-Dividend | Nov 29 | $0.40 |
KHC (BillGates13F) | Ex-Dividend | Nov 29 | $0.40 |
 KR (WarrenBuffet-CF) | Pay Day | Dec 1 | $0.32 |
 F (Driverless) | Pay Day | Dec 2 | $0.15 |
 BWA (Driverless) | Ex-Dividend | Dec 2 | $0.11 |
 V (WarrenBuffet-CF) | Pay Day | Dec 2 | $0.59 |
 PFE (Cancer-Med) | Pay Day | Dec 2 | $0.42 |
 DLB (InTheGame) | Ex-Dividend | Dec 3 | $0.33 |
 PCAR (BillGates13F) | Pay Day | Dec 4 | $0.30 |
 NVDA (InTheGame) | Ex-Dividend | Dec 5 | $0.01 |
 QCOM (InTheGame) | Ex-Dividend | Dec 5 | $0.85 |
NVDA (Driverless) | Ex-Dividend | Dec 5 | $0.01 |
QCOM (Driverless) | Ex-Dividend | Dec 5 | $0.85 |
 UPS (BillGates13F) | Pay Day | Dec 5 | $1.63 |
 GM (Driverless) | Ex-Dividend | Dec 6 | $0.12 |
 BAC (WarrenBuffet-CF) | Ex-Dividend | Dec 6 | $0.26 |
 WM (BillGates13F) | Ex-Dividend | Dec 6 | $0.75 |
 GOOGL (InTheGame) | Ex-Dividend | Dec 9 | $0.20 |
 FDX (BillGates13F) | Ex-Dividend | Dec 9 | $1.38 |
 CNI (BillGates13F) | Ex-Dividend | Dec 9 | $0.61 |
 AMGN (Cancer-Med) | Pay Day | Dec 9 | $2.25 |
 BDX (Cancer-Med) | Ex-Dividend | Dec 9 | $1.04 |
DLB (InTheGame) | Pay Day | Dec 10 | $0.33 |
 CVX (WarrenBuffet-CF) | Pay Day | Dec 10 | $1.63 |
 OXY (WarrenBuffet-CF) | Ex-Dividend | Dec 10 | $0.22 |
JNJ (Cancer-Med) | Pay Day | Dec 10 | $1.24 |
 LLY (Cancer-Med) | Pay Day | Dec 10 | $1.30 |
 MSFT (InTheGame) | Pay Day | Dec 12 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Dec 12 | $0.62 |
TMUS (WarrenBuffet-CF) | Pay Day | Dec 12 | $0.88 |
MSFT (BillGates13F) | Pay Day | Dec 12 | $0.83 |
PHIN | Pay Day | Dec 13 | $0.25 |
NTES (InTheGame) | Pay Day | Dec 13 | $0.44 |
 DPZ (WarrenBuffet-CF) | Ex-Dividend | Dec 13 | $1.51 |
MCO (WarrenBuffet-CF) | Pay Day | Dec 13 | $0.85 |
 WMT (BillGates13F) | Ex-Dividend | Dec 13 | $0.21 |
 CCI (BillGates13F) | Ex-Dividend | Dec 13 | $1.56 |
 GILD (Cancer-Med) | Ex-Dividend | Dec 13 | $0.77 |
GOOGL (InTheGame) | Pay Day | Dec 16 | $0.20 |
BWA (Driverless) | Pay Day | Dec 16 | $0.11 |
KO (WarrenBuffet-CF) | Pay Day | Dec 16 | $0.48 |
 MRK (Cancer-Med) | Ex-Dividend | Dec 16 | $0.81 |
EA (InTheGame) | Pay Day | Dec 18 | $0.19 |
QCOM (InTheGame) | Pay Day | Dec 19 | $0.85 |
QCOM (Driverless) | Pay Day | Dec 19 | $0.85 |
GM (Driverless) | Pay Day | Dec 19 | $0.12 |
WM (BillGates13F) | Pay Day | Dec 20 | $0.75 |
NVDA (InTheGame) | Pay Day | Dec 27 | $0.01 |
NVDA (Driverless) | Pay Day | Dec 27 | $0.01 |
BAC (WarrenBuffet-CF) | Pay Day | Dec 27 | $0.26 |
DPZ (WarrenBuffet-CF) | Pay Day | Dec 27 | $1.51 |
KHC (WarrenBuffet-CF) | Pay Day | Dec 27 | $0.40 |
KHC (BillGates13F) | Pay Day | Dec 27 | $0.40 |
CNI (BillGates13F) | Pay Day | Dec 30 | $0.61 |
GILD (Cancer-Med) | Pay Day | Dec 30 | $0.77 |
CCI (BillGates13F) | Pay Day | Dec 31 | $1.56 |
BDX (Cancer-Med) | Pay Day | Dec 31 | $1.04 |
FDX (BillGates13F) | Pay Day | Jan 3 | $1.38 |
WMT (BillGates13F) | Pay Day | Jan 6 | $0.21 |
MRK (Cancer-Med) | Pay Day | Jan 8 | $0.81 |
TSM (InTheGame) | Pay Day | Jan 9 | $0.62 |
OXY (WarrenBuffet-CF) | Pay Day | Jan 15 | $0.22 |
 ABBV (Cancer-Med) | Ex-Dividend | Jan 15 | $1.64 |
ABBV (Cancer-Med) | Pay Day | Feb 14 | $1.64 |
Performance Metrics
Score 6.7/10
Beta
-0.14
-0.14
-1
0.8
1.2
-1
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
48.11
48.11
-2
0
2
49
49
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
-23.54
-23.54
-24
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Beta
-0.14
-0.14
-1
0.8
1.2
-1
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.63
1.63
0
1
2
3
3
Jensen's Alpha
48.11
48.11
-2
0
2
49
49
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
-23.54
-23.54
-24
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.46
0.46
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.3% | Dec 2017 | - | 83 |
-45.81% | Nov 2013 | Jan 2014 | 2 |
-16.76% | Aug 2013 | Sep 2013 | 1 |
-14.72% | May 2014 | Jun 2014 | 1 |
-10.67% | Mar 2014 | Apr 2014 | 1 |
-8.91% | Jul 2015 | Jan 2016 | 6 |
-3.25% | Jun 2016 | May 2017 | 11 |
-2.07% | Mar 2016 | May 2016 | 2 |
-1.04% | Aug 2017 | Oct 2017 | 2 |
-0.78% | Jun 2017 | Jul 2017 | 1 |
-0.06% | Apr 2015 | May 2015 | 1 |