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-0.08%
Today
-0.08%
This Month
+2.95%
Year To Date
+49.06%
2 Years
+15.91%
5 Years
+3.61%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading36.45%
- 📊 ETFs21.39%
- 💵 Cash13.36%
- 🖥️ Technology Services8.3%
- 🧬 Health Technology4.65%
- 💻 Electronic Technology3.39%
- 💰 Finance3.04%
- ⛏️ Energy Minerals2.99%
- 🚗 Consumer Durables2.94%
- 🪙 Cryptocurrencies2.48%
- 🛍️ Retail Trade2.23%
- 🍞 Consumer Non Durables1.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.59%
- 🇺🇸 Nasdaq29.83%
- 🇬🇧 LSE7.64%
- 🇩🇪 Xetra ETFs3.39%
- 🇺🇸 Chicago Board Options Exchange3.33%
- 🌍 Digital Currency2.78%
- 🇨🇭 SIX1.47%
- 🇫🇷 Euronext Paris0.88%
- 🇪🇸 Bolsa De Madrid0.81%
- 🇭🇰 Hong Kong Exchanges0.5%
- 🇩🇰 Copenhagen Stock Exchange0.45%
- 🇩🇪 FRA0.38%
- 🇮🇹 Borsa Italiana0.25%
- 🇸🇪 Stockholm Stock Exchange0.23%
- 🇳🇴 Oslo Stock Exchange0.2%
- 🇫🇮 Helsinki Stock Exchange0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.89%
- 🇬🇧 United Kingdom7.08%
- 🇨🇳 China2.32%
- 🇨🇭 Switzerland1.66%
- 🇹🇼 Taiwan1.08%
- 🇫🇷 France0.88%
- 🇪🇸 Spain0.81%
- 🇮🇪 Ireland0.76%
- 🇯🇵 Japan0.45%
- 🇩🇰 Denmark0.45%
- 🇳🇱 Netherlands0.42%
- 🇱🇺 Luxembourg0.38%
- 🇩🇪 Germany0.38%
- 🇨🇦 Canada0.33%
- 🇮🇹 Italy0.25%
- 🇸🇪 Sweden0.23%
- 🇳🇴 Norway0.2%
- 🇫🇮 Finland0.18%
- 🇺🇾 Uruguay0.15%
- 🇮🇱 Israel0.11%
- 🇧🇷 Brazil0.06%
- 🇰🇷 South Korea0.06%
- 🇬🇮 Gibraltar0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.95%
22 out of 28 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $VWO (9.6%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 Richardstroud | 0.34% | 2.48% | - |
 PFE | 0.3% | 6.37% | $1.66 |
 F | 0.22% | 7.74% | $0.78 |
 JeppeKirkBonde | 0.2% | 1.24% | - |
 HSBA.L | 0.17% | 5.73% | $0.49 |
 VWO | 0.13% | 9.6% | - |
 MCHI | 0.13% | 3.68% | - |
 EWJ | 0.08% | 3.12% | - |
 OXY | 0.06% | 1.89% | $0.8 |
 VGK | 0.06% | 4.26% | - |
 jaynemesis | 0.05% | 0.72% | - |
 BBJP | 0.03% | 2.75% | - |
 EWQ | 0.03% | 1.41% | - |
 JD.US | 0.03% | 1.82% | $0.74 |
 NKE | 0.02% | 1.96% | $1.45 |
 VB | 0.02% | 1.45% | - |
 TGT | 0.02% | 3.23% | $4.42 |
 VOO | 0.01% | 1.26% | - |
 GOOG | 0.01% | 0.29% | $0.2 |
 INDA | 0.01% | 0.78% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 VGT | 0.01% | 0.5% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (JeppeKirkBonde) | Pay Day | Feb 3 | $0.15 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
 V (Richardstroud) | Ex-Dividend | Feb 11 | $0.59 |
V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
TGT (Richardstroud) | Ex-Dividend | Feb 12 | $1.12 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
 SHEL.L (Richardstroud) | Ex-Dividend | Feb 13 | $0.36 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
 PG (Richardstroud) | Pay Day | Feb 18 | $1.01 |
 MSFT (Richardstroud) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (Richardstroud) | Ex-Dividend | Feb 26 | $0.96 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
 SSE.L (Richardstroud) | Pay Day | Feb 27 | $0.27 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
TGT | Pay Day | Mar 1 | $1.12 |
TGT (Richardstroud) | Pay Day | Mar 1 | $1.12 |
V (Richardstroud) | Pay Day | Mar 3 | $0.59 |
 LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
 QCOM (Richardstroud) | Ex-Dividend | Mar 6 | $0.85 |
PFE | Pay Day | Mar 7 | $0.43 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
SPGI (Richardstroud) | Pay Day | Mar 12 | $0.96 |
MSFT (Richardstroud) | Pay Day | Mar 13 | $0.83 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Mar 14 | $0.75 |
 TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
SW (jaynemesis) | Pay Day | Mar 18 | $0.43 |
TSM (jaynemesis) | Ex-Dividend | Mar 18 | $0.69 |
SHEL.L (Richardstroud) | Pay Day | Mar 24 | $0.36 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
QCOM (Richardstroud) | Pay Day | Mar 27 | $0.85 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
TSM (jaynemesis) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
 DIS (Richardstroud) | Ex-Dividend | Jun 24 | $0.50 |
DIS (Richardstroud) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.6/10
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-6.63
-6.63
-7
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.86
0.86
0
0.8
1.2
0
2
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.17
0.17
0
1
2
3
3
Jensen's Alpha
-6.63
-6.63
-7
0
2
4.5
4.5
Omega Ratio
0.5
0.5
0
1
1.5
2.5
2.5
Treynor Ratio
0.19
0.19
0
0.75
1.25
2
2
Information Ratio
-0.87
-0.87
-1
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.34% | Nov 2021 | Sep 2024 | 34 |
-5.66% | Sep 2021 | Oct 2021 | 1 |
-1.85% | Mar 2021 | Jun 2021 | 3 |
-1% | Oct 2024 | Nov 2024 | 1 |
-0.92% | Dec 2024 | Jan 2025 | 1 |
-0.53% | Jul 2021 | Aug 2021 | 1 |