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-0.04%
Today
-0.04%
This Month
+4.75%
Year To Date
+39.63%
2 Years
-57.35%
5 Years
-17.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology31.93%
- 🍞 Consumer Non Durables23.03%
- 👥 Copy Trading20.11%
- 🖥️ Technology Services14.82%
- 💇♀️ Consumer Services4.17%
- 📊 ETFs2.3%
- 🛍️ Retail Trade1.57%
- 🧬 Health Technology0.95%
- 🚗 Consumer Durables0.41%
- 🪙 Cryptocurrencies0.32%
- 💼 Commercial Services0.32%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.65%
- 🇮🇹 Borsa Italiana21.82%
- 🇺🇸 NYSE12.97%
- 🇬🇧 LSE3.99%
- 🇳🇴 Oslo Stock Exchange1.29%
- 🌍 Digital Currency0.99%
- 🇳🇱 Euronext Amsterdam0.92%
- 🇩🇪 FRA0.88%
- 🇭🇰 Hong Kong Exchanges0.68%
- 🇫🇷 Euronext Paris0.48%
- 🇪🇸 Bolsa De Madrid0.42%
- 🇸🇪 Stockholm Stock Exchange0.28%
- 🇦🇺 Sydney0.23%
- 🇧🇪 Euronext Brussels0.18%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States58.34%
- 🇮🇹 Italy21.82%
- 🇬🇧 United Kingdom2.46%
- 🇨🇳 China2.46%
- 🇮🇱 Israel2.15%
- 🇨🇾 Cyprus1.31%
- 🇳🇴 Norway0.97%
- 🇳🇱 Netherlands0.92%
- 🇩🇪 Germany0.88%
- 🇯🇵 Japan0.62%
- 🇧🇷 Brazil0.59%
- 🇫🇷 France0.48%
- 🇪🇸 Spain0.42%
- 🇧🇲 Bermuda0.37%
- 🇬🇷 Greece0.32%
- 🇨🇦 Canada0.32%
- 🇦🇺 Australia0.24%
- 🇫🇮 Finland0.22%
- 🇨🇭 Switzerland0.19%
- 🇿🇦 South Africa0.19%
- 🇧🇪 Belgium0.18%
- 🇨🇴 Colombia0.13%
- 🇮🇪 Ireland0.1%
- 🇲🇨 Monaco0.09%
- 🇸🇪 Sweden0.06%
- 🇩🇰 Denmark0.01%
Dividends
Dividend Yield
2.09%
31 out of 41 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: KeshavLohiya (8.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 INTC | 0.61% | 2.57% | $0.5 |
 KeshavLohiya | 0.57% | 8.92% | - |
 adams302 | 0.34% | 6.41% | - |
 CPR.MI | 0.25% | 1.16% | $0.07 |
 triangulacapital | 0.14% | 4.29% | - |
 KO | 0.04% | 3.06% | $1.89 |
 AmitKup | 0.03% | 3.36% | - |
 USRT | 0.02% | 3.51% | - |
 StefanULS | 0.01% | 1.18% | - |
 DIS | 0.01% | 0.88% | $0.75 |
 echungsam_trader | 0.01% | 0.82% | - |
 BABA | 0.01% | 0.99% | $0.98 |
 EBAY | 0.01% | 1.6% | $1.04 |
 DPZ | 0.01% | 1.34% | $5.44 |
 SPY5.L | 0% | 1.04% | - |
 MSFT | 0% | 0.76% | $3 |
 thomaspj | 0% | 0.47% | - |
 TECH | 0% | 0.44% | $0.32 |
 IVV | 0% | 1.41% | - |
 CapitalGains | 0% | 0.26% | - |
 SONY | 0% | 0.41% | $0.49 |
 AAPL | 0% | 0.53% | $0.97 |
 SMH | 0% | 0.44% | - |
 QQQ | 0% | 0.64% | - |
 GOOG | 0% | 0.29% | $0.2 |
 ADS.DE | 0% | 0.28% | $0.7 |
 MSCI | 0% | 1.11% | $5.96 |
 VGT | 0% | 0.5% | - |
 META | 0% | 0.29% | $1 |
 HEI | 0% | 0.09% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 FCX (CapitalGains) | Pay Day | Feb 3 | $0.15 |
 CVS (StefanULS) | Pay Day | Feb 3 | $0.66 |
 O (StefanULS) | Ex-Dividend | Feb 3 | $0.26 |
 MA (thomaspj) | Pay Day | Feb 7 | $0.76 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AAPL (echungsam_trader) | Ex-Dividend | Feb 10 | $0.25 |
 AXP (thomaspj) | Pay Day | Feb 10 | $0.70 |
AAPL (StefanULS) | Ex-Dividend | Feb 10 | $0.25 |
 FUTR.L (AmitKup) | Pay Day | Feb 11 | $0.04 |
 V (thomaspj) | Ex-Dividend | Feb 11 | $0.59 |
 XOM (StefanULS) | Ex-Dividend | Feb 12 | $0.99 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (echungsam_trader) | Pay Day | Feb 13 | $0.25 |
AAPL (StefanULS) | Pay Day | Feb 13 | $0.25 |
MSCI | Ex-Dividend | Feb 14 | $1.80 |
 CVX (StefanULS) | Ex-Dividend | Feb 14 | $1.71 |
 SBUX (StefanULS) | Ex-Dividend | Feb 14 | $0.61 |
O (StefanULS) | Pay Day | Feb 14 | $0.26 |
 JNJ (CapitalGains) | Ex-Dividend | Feb 18 | $1.24 |
JNJ (StefanULS) | Ex-Dividend | Feb 18 | $1.24 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (echungsam_trader) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (StefanULS) | Ex-Dividend | Feb 20 | $0.83 |
 SSE.L (triangulacapital) | Pay Day | Feb 27 | $0.27 |
MSCI | Pay Day | Feb 28 | $1.80 |
 GS (thomaspj) | Ex-Dividend | Feb 28 | $3.00 |
SBUX (StefanULS) | Pay Day | Feb 28 | $0.61 |
 IGG.L (adams302) | Pay Day | Mar 3 | $0.17 |
V (thomaspj) | Pay Day | Mar 3 | $0.59 |
JNJ (CapitalGains) | Pay Day | Mar 4 | $1.24 |
JNJ (StefanULS) | Pay Day | Mar 4 | $1.24 |
 CRS (echungsam_trader) | Pay Day | Mar 6 | $0.20 |
 QCOM (StefanULS) | Ex-Dividend | Mar 6 | $0.85 |
CVX (StefanULS) | Pay Day | Mar 10 | $1.71 |
XOM (StefanULS) | Pay Day | Mar 10 | $0.99 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (echungsam_trader) | Pay Day | Mar 13 | $0.83 |
MSFT (StefanULS) | Pay Day | Mar 13 | $0.83 |
 TTE.PA (KeshavLohiya) | Ex-Dividend | Mar 26 | $0.86 |
QCOM (StefanULS) | Pay Day | Mar 27 | $0.85 |
GS (thomaspj) | Pay Day | Mar 28 | $3.00 |
TTE.PA (KeshavLohiya) | Pay Day | Apr 1 | $0.86 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS (CapitalGains) | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
DIS (CapitalGains) | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.1/10
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.27
-0.27
-1
1
2
3
3
Jensen's Alpha
-25.04
-25.04
-26
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.48
-0.48
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Beta
1.6
1.6
0
0.8
1.2
0
2
Sharpe Ratio
-0.22
-0.22
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.27
-0.27
-1
1
2
3
3
Jensen's Alpha
-25.04
-25.04
-26
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.48
-0.48
-1
0.75
1.25
2
2
Information Ratio
-0.65
-0.65
-1
0.3
0.6
1
1
Calmar Ratio
-0.21
-0.21
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.83% | Jan 2021 | - | 49 |
-29.11% | Mar 2020 | Dec 2020 | 9 |