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-0.49%
Today
-0.49%
This Month
-4.68%
Year To Date
+32.72%
2 Years
+32.72%
5 Years
+97.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🍞 Consumer Non Durables23.63%
- 👥 Copy Trading23.21%
- 🛍️ Retail Trade14.61%
- 💻 Electronic Technology13.86%
- 📊 ETFs8.53%
- 🖥️ Technology Services7.06%
- 🪙 Cryptocurrencies6.05%
- 🪨 Non Energy Minerals2.53%
- 🌾 Commodities0.78%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.96%
- 🇺🇸 Nasdaq29.23%
- 🌍 Extended Hours Trading8.53%
- 🌍 Digital Currency6.05%
- 🇩🇪 FRA4.54%
- 🇬🇧 LSE2.53%
- 🌍 Commodity0.78%
- 🇭🇰 Hong Kong Exchanges0.57%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States62.23%
- 🇨🇳 China13.36%
- 🇩🇪 Germany4.54%
- 🇮🇳 India2.53%
- 🇸🇬 Singapore0.54%
- 🇨🇦 Canada0.38%
- 🇬🇧 United Kingdom0.37%
- 🇹🇼 Taiwan0.34%
- 🇮🇪 Ireland0.31%
- 🇯🇵 Japan0.24%
Dividends
Dividend Yield
1.06%
10 out of 17 instruments pay dividend.
12 dividend payments in the next 30 days.
Highest Dividend: $INTC (2.57%)
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 CASY (DividendGrowth) | Ex-Dividend | Feb 3 | $0.50 |
 LOW (DividendGrowth) | Pay Day | Feb 5 | $1.15 |
 BRO (DividendGrowth) | Ex-Dividend | Feb 5 | $0.15 |
 GD (DividendGrowth) | Pay Day | Feb 7 | $1.42 |
 AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
 TXN (DividendGrowth) | Pay Day | Feb 11 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Feb 12 | $1.12 |
BRO (DividendGrowth) | Pay Day | Feb 12 | $0.15 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
 CVX (DividendGrowth) | Ex-Dividend | Feb 14 | $1.71 |
 CL (DividendGrowth) | Pay Day | Feb 14 | $0.50 |
 CHD (DividendGrowth) | Ex-Dividend | Feb 14 | $0.30 |
CASY (DividendGrowth) | Pay Day | Feb 17 | $0.50 |
 JNJ (DividendGrowth) | Ex-Dividend | Feb 18 | $1.24 |
 PG (DividendGrowth) | Pay Day | Feb 18 | $1.01 |
 MSFT (DividendGrowth) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
 IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
 SPGI (DividendGrowth) | Ex-Dividend | Feb 26 | $0.96 |
TGT (DividendGrowth) | Pay Day | Mar 1 | $1.12 |
 LMT (DividendGrowth) | Ex-Dividend | Mar 3 | $3.30 |
CHD (DividendGrowth) | Pay Day | Mar 3 | $0.30 |
JNJ (DividendGrowth) | Pay Day | Mar 4 | $1.24 |
 ES (DividendGrowth) | Ex-Dividend | Mar 4 | $0.75 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
 KMB (DividendGrowth) | Ex-Dividend | Mar 7 | $1.26 |
CVX (DividendGrowth) | Pay Day | Mar 10 | $1.71 |
 BDX (DividendGrowth) | Ex-Dividend | Mar 10 | $1.04 |
SPGI (DividendGrowth) | Pay Day | Mar 12 | $0.96 |
MSFT (DividendGrowth) | Pay Day | Mar 13 | $0.83 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Mar 14 | $1.54 |
 TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
LMT (DividendGrowth) | Pay Day | Mar 28 | $3.30 |
BDX (DividendGrowth) | Pay Day | Mar 31 | $1.04 |
ES (DividendGrowth) | Pay Day | Mar 31 | $0.75 |
ADP (DividendGrowth) | Pay Day | Apr 1 | $1.54 |
 APD (DividendGrowth) | Ex-Dividend | Apr 1 | $1.79 |
KMB (DividendGrowth) | Pay Day | Apr 2 | $1.26 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
APD (DividendGrowth) | Pay Day | May 12 | $1.79 |
Performance Metrics
Score 7.7/10
Beta
0.13
0.13
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
66.63
66.63
-2
0
2
67
67
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
34.83
34.83
0
0.75
1.25
35
35
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
1.98
1.98
0
0.3
0.6
2
2
Beta
0.13
0.13
0
0.8
1.2
0
2
Sharpe Ratio
0.95
0.95
0
0.5
1
1.5
1.5
Sortino Ratio
1.58
1.58
0
1
2
3
3
Jensen's Alpha
66.63
66.63
-2
0
2
67
67
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
34.83
34.83
0
0.75
1.25
35
35
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
1.98
1.98
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.31% | Jul 2024 | Sep 2024 | 2 |
-5.67% | Dec 2024 | - | 2 |