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-1.71%
Today
-1.71%
This Month
+10.32%
Year To Date
+76.26%
2 Years
+76.26%
5 Years
+52.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies36.53%
- 👥 Copy Trading17.9%
- 📊 ETFs14.71%
- 🧬 Health Technology8.87%
- 💻 Electronic Technology6.29%
- 🛠️ Producer Manufacturing6.1%
- 🏥 Health Services4%
- 💵 Cash0.63%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency37.69%
- 🇺🇸 Nasdaq15.62%
- 🇺🇸 NYSE15.56%
- 🇩🇪 Xetra ETFs14.71%
- 🇪🇸 Bolsa De Madrid6.1%
- 🇺🇸 Chicago Board Options Exchange0.7%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇳🇱 Euronext Amsterdam0.15%
- 🇬🇧 LSE0.12%
- 🇨🇭 SIX0.1%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.68%
- 🇪🇸 Spain6.1%
- 🇨🇳 China0.5%
- 🇬🇧 United Kingdom0.39%
- 🇸🇬 Singapore0.24%
- 🇨🇭 Switzerland0.24%
- 🇳🇱 Netherlands0.15%
- 🇹🇼 Taiwan0.15%
- 🇨🇦 Canada0.12%
- 🇯🇵 Japan0.1%
- 🇧🇲 Bermuda0.06%
Dividends
Dividend Yield
0.75%
9 out of 15 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $GEST.MC (3.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GEST.MC | 0.23% | 3.83% | $0.12 |
 JNJ | 0.23% | 3.26% | $4.81 |
 IQQQ.DE | 0.16% | 1.06% | - |
 rcrdortiz | 0.06% | 1.67% | - |
 Cfranklin89 | 0.03% | 1.14% | - |
 InTheGame | 0.02% | 0.43% | - |
 ElizaCalde | 0.02% | 0.65% | - |
 NVDA | 0% | 0.03% | $0.02 |
 NIQUE3 | 0% | 0.03% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 MA (Cfranklin89) | Pay Day | Feb 7 | $0.76 |
 MAIN (rcrdortiz) | Ex-Dividend | Feb 7 | $0.25 |
 AXP (Cfranklin89) | Pay Day | Feb 10 | $0.70 |
 ASML.NV (Cfranklin89) | Ex-Dividend | Feb 10 | $1.58 |
 AAPL (NIQUE3) | Ex-Dividend | Feb 10 | $0.25 |
ASML.NV (NIQUE3) | Ex-Dividend | Feb 10 | $1.58 |
AAPL (InTheGame) | Ex-Dividend | Feb 10 | $0.25 |
 LEN (Cfranklin89) | Pay Day | Feb 12 | $0.50 |
AAPL (NIQUE3) | Pay Day | Feb 13 | $0.25 |
AAPL (InTheGame) | Pay Day | Feb 13 | $0.25 |
 AMGN (rcrdortiz) | Ex-Dividend | Feb 14 | $2.38 |
MAIN (rcrdortiz) | Pay Day | Feb 14 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
ASML.NV (Cfranklin89) | Pay Day | Feb 19 | $1.58 |
ASML.NV (NIQUE3) | Pay Day | Feb 19 | $1.58 |
 MSFT (Cfranklin89) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (InTheGame) | Ex-Dividend | Feb 20 | $0.83 |
 SPGI (Cfranklin89) | Ex-Dividend | Feb 26 | $0.96 |
 GS (Cfranklin89) | Ex-Dividend | Feb 28 | $3.00 |
 BIP (Cfranklin89) | Ex-Dividend | Feb 28 | $0.43 |
 TMUS (rcrdortiz) | Ex-Dividend | Feb 28 | $0.88 |
JNJ | Pay Day | Mar 4 | $1.24 |
 QCOM (InTheGame) | Ex-Dividend | Mar 6 | $0.85 |
AMGN (rcrdortiz) | Pay Day | Mar 7 | $2.38 |
SPGI (Cfranklin89) | Pay Day | Mar 12 | $0.96 |
MSFT (Cfranklin89) | Pay Day | Mar 13 | $0.83 |
TMUS (rcrdortiz) | Pay Day | Mar 13 | $0.88 |
MSFT (InTheGame) | Pay Day | Mar 13 | $0.83 |
 TSM (InTheGame) | Ex-Dividend | Mar 18 | $0.69 |
QCOM (InTheGame) | Pay Day | Mar 27 | $0.85 |
GS (Cfranklin89) | Pay Day | Mar 28 | $3.00 |
 CP (Cfranklin89) | Ex-Dividend | Mar 28 | $0.13 |
BIP (Cfranklin89) | Pay Day | Mar 31 | $0.43 |
TSM (InTheGame) | Pay Day | Apr 10 | $0.69 |
CP (Cfranklin89) | Pay Day | Apr 28 | $0.13 |
Performance Metrics
Score 5.9/10
Beta
2.7
2.7
0
0.8
1.2
0
3
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.58
2.58
0
1
2
3
3
Jensen's Alpha
-18.69
-18.69
-19
0
2
4.5
4.5
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
3.89
3.89
0
0.3
0.6
4
4
Beta
2.7
2.7
0
0.8
1.2
0
3
Sharpe Ratio
1.22
1.22
0
0.5
1
2
2
Sortino Ratio
2.58
2.58
0
1
2
3
3
Jensen's Alpha
-18.69
-18.69
-19
0
2
4.5
4.5
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.55
1.55
0
0.75
1.25
2
2
Information Ratio
0.72
0.72
0
0.3
0.6
1
1
Calmar Ratio
3.89
3.89
0
0.3
0.6
4
4
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.32% | Apr 2024 | Sep 2024 | 5 |
-13.96% | Dec 2024 | - | 2 |
-2.44% | Oct 2024 | Nov 2024 | 1 |
-1.39% | Jan 2024 | Feb 2024 | 1 |