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+0%
Today
+0%
This Month
+3.55%
Year To Date
+40.74%
2 Years
+34.36%
5 Years
+5.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs46.93%
- 💵 Cash13.76%
- 🛍️ Retail Trade6.52%
- 🖥️ Technology Services6.21%
- 💻 Electronic Technology5.82%
- 🍞 Consumer Non Durables3.32%
- 💼 Commercial Services3.21%
- 🚗 Consumer Durables2.02%
- 🧬 Health Technology2%
- 💇♀️ Consumer Services1.89%
- 💰 Finance1.54%
- 👥 Copy Trading1.32%
- 🛠️ Producer Manufacturing1.25%
- 🪨 Non Energy Minerals0.96%
- 📡 Communications0.56%
- ⚡ Utilities0.54%
- ⛏️ Energy Minerals0.4%
- 🏥 Health Services0.37%
- 🚚 Transportation0.17%
- 🧪 Process Industries0.1%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE24.58%
- 🇬🇧 LSE18.45%
- 🇺🇸 Nasdaq15.74%
- 🇩🇪 Xetra ETFs13.84%
- 🇩🇪 FRA4.35%
- 🇫🇷 Euronext Paris2.25%
- 🇳🇱 Euronext Amsterdam1.74%
- 🇭🇰 Hong Kong Exchanges1.6%
- 🇩🇰 Copenhagen Stock Exchange0.82%
- 🇺🇸 Chicago Board Options Exchange0.77%
- 🇨🇭 SIX0.36%
- 🇮🇹 Borsa Italiana0.2%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🇫🇮 Helsinki Stock Exchange0.14%
- 🇪🇸 Bolsa De Madrid0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States19.29%
- 🇩🇪 Germany4.36%
- 🇨🇦 Canada3.72%
- 🇨🇳 China3.03%
- 🇫🇷 France2.25%
- 🇳🇱 Netherlands2.03%
- 🇩🇰 Denmark0.82%
- 🇬🇧 United Kingdom0.46%
- 🇨🇭 Switzerland0.36%
- 🇮🇹 Italy0.21%
- 🇰🇷 South Korea0.18%
- 🇳🇴 Norway0.18%
- 🇮🇱 Israel0.14%
- 🇫🇮 Finland0.14%
- 🇮🇪 Ireland0.1%
- 🇪🇸 Spain0.04%
- 🇱🇺 Luxembourg0.03%
- 🇹🇼 Taiwan0.02%
- 🇧🇪 Belgium0.01%
Dividends
Dividend Yield
0.63%
73 out of 138 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (9.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.08% | 1.04% | - |
 VOW3.DE | 0.07% | 9.21% | $9.06 |
 PHIA.NV | 0.05% | 3.51% | - |
 INTC | 0.03% | 2.57% | $0.5 |
 CSCO | 0.03% | 2.64% | $1.58 |
 BAS.DE | 0.03% | 7.31% | $3.4 |
 RNO.PA | 0.02% | 3.73% | $1.85 |
 VNA.DE | 0.02% | 3.04% | $0.9 |
 VZ | 0.02% | 6.82% | $2.66 |
 TKA.DE | 0.02% | 3.11% | $0.15 |
 DIS | 0.01% | 0.88% | $0.75 |
 MBG.DE | 0.01% | 9% | $5.3 |
 MC.PA | 0.01% | 1.85% | $13 |
 silver977 | 0.01% | 0.91% | - |
 CVX | 0.01% | 4.42% | $6.28 |
 BABA | 0.01% | 0.99% | $0.98 |
 ENEL.MI | 0.01% | 6.28% | $0.43 |
 KER.PA | 0.01% | 4.54% | $14 |
 GOLD.BARRICK | 0.01% | 2.47% | $0.4 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 GJF.OL | 0.01% | 3.89% | $8.75 |
 00285.HK | 0.01% | 1.4% | $0.59 |
 JD.US | 0.01% | 1.82% | $0.74 |
 MRK | 0.01% | 3.2% | $3.04 |
 TEP.PA | 0.01% | 4.25% | $3.85 |
 BOSS.DE | 0.01% | 2.98% | $1.35 |
 IWN | 0.01% | 2.05% | - |
 IUSA.L | 0.01% | 1.01% | - |
 KNEBV.HE | 0.01% | 3.6% | $1.75 |
 XOM | 0.01% | 3.63% | $3.76 |
 SMSN.L | 0% | 2.7% | $23.68 |
 OR.PA | 0% | 1.85% | $6.6 |
 VAC | 0% | 3.54% | $3 |
 VT.US | 0% | 2.9% | - |
 UNH | 0% | 1.51% | $7.74 |
 NESN.ZU | 0% | 3.86% | $3 |
 NKE | 0% | 1.96% | $1.45 |
 TGT | 0% | 3.23% | $4.42 |
 DGE.L | 0% | 3.31% | $0.81 |
 CFR.ZU | 0% | 1.55% | $2.75 |
 HSY | 0% | 3.67% | $5.12 |
 VOO | 0% | 1.26% | - |
 QCOM | 0% | 1.97% | $3.25 |
 ADS.DE | 0% | 0.28% | $0.7 |
 BKT.MC | 0% | 6.48% | $0.38 |
 EL.PA | 0% | 1.49% | $3.95 |
 CAT | 0% | 1.49% | $5.31 |
 DELL | 0% | 1.72% | $1.63 |
 EL | 0% | 2.79% | $2.64 |
 UI | 0% | 0.59% | $2.4 |
 IMEU.L | 0% | 1.43% | - |
 ASML | 0% | 0.77% | $5.57 |
 DG.US | 0% | 3.32% | $2.36 |
 RMS.PA | 0% | 0.92% | $25 |
 ASRNL.NV | 0% | 6.24% | $2.89 |
 MSFT | 0% | 0.76% | $3 |
 RS | 0% | 1.52% | $4.2 |
 ORSTED.CO | 0% | 0.46% | - |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 IWM | 0% | 1.23% | - |
 ALB | 0% | 1.91% | $1.6 |
 TAN | 0% | 0.49% | - |
 V | 0% | 0.65% | $2.01 |
 HUM | 0% | 1.21% | $3.54 |
 CBK.DE | 0% | 1.88% | $0.35 |
 GOOG | 0% | 0.29% | $0.2 |
 AMAT | 0% | 0.89% | $1.44 |
 AAPL | 0% | 0.53% | $0.97 |
 AAP | 0% | 2.06% | $1 |
 MAR | 0% | 0.83% | $2.19 |
 AVGO | 0% | 0.98% | $19.7 |
 YINN | 0% | 0.36% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
VZ (silver977) | Pay Day | Feb 3 | $0.68 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (silver977) | Ex-Dividend | Feb 11 | $0.59 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
 LLY (silver977) | Ex-Dividend | Feb 14 | $1.50 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
V (silver977) | Pay Day | Mar 3 | $0.59 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
KNEBV.HE | Ex-Dividend | Mar 6 | $1.88 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY (silver977) | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
KNEBV.HE | Pay Day | Mar 14 | $1.88 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
 TSM (silver977) | Ex-Dividend | Mar 18 | $0.69 |
GJF.OL | Ex-Dividend | Mar 21 | $0.80 |
QCOM | Pay Day | Mar 27 | $0.85 |
GJF.OL | Pay Day | Mar 28 | $0.80 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM (silver977) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 3.3/10
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-4.83
-4.83
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
0.81
0.81
0
0.8
1.2
0
2
Sharpe Ratio
0.24
0.24
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-4.83
-4.83
-5
0
2
4.5
4.5
Omega Ratio
0.69
0.69
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.45
-0.45
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-31.73% | Jan 2022 | Feb 2024 | 25 |
-12.93% | Jun 2020 | Jun 2021 | 12 |
-5.59% | Sep 2021 | Oct 2021 | 1 |
-4.4% | Dec 2019 | Feb 2020 | 2 |
-4.15% | Apr 2024 | Jul 2024 | 3 |
-2.96% | Dec 2024 | Jan 2025 | 1 |
-2.47% | Nov 2021 | Dec 2021 | 1 |
-2.4% | Oct 2024 | Nov 2024 | 1 |
-2.06% | Jul 2021 | Aug 2021 | 1 |