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-0.96%
Today
-0.96%
This Month
+4.62%
Year To Date
+159.3%
2 Years
+217.98%
5 Years
+29.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies49.1%
- 💻 Electronic Technology12.21%
- 📊 ETFs12.11%
- 🖥️ Technology Services11.49%
- 🚗 Consumer Durables5.99%
- 🚚 Transportation4.16%
- 💵 Cash3.34%
- 👥 Copy Trading1.47%
- 💇♀️ Consumer Services0.62%
- 🧬 Health Technology0.39%
- 💰 Finance0.32%
- 🛍️ Retail Trade0.29%
- 💼 Commercial Services0.1%
- 🍞 Consumer Non Durables0.08%
- 🛠️ Producer Manufacturing0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency49.1%
- 🇺🇸 Nasdaq29.62%
- 🇺🇸 NYSE14.5%
- 🇬🇧 LSE4.85%
- 🇭🇰 Hong Kong Exchanges0.14%
- 🇩🇪 FRA0.08%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇫🇷 Euronext Paris0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.28%
- 🇬🇧 United Kingdom3.29%
- 🇮🇱 Israel1.79%
- 🇱🇺 Luxembourg1.19%
- 🇨🇦 Canada0.82%
- 🇮🇪 Ireland0.68%
- 🇨🇳 China0.58%
- 🇹🇼 Taiwan0.08%
- 🇩🇪 Germany0.08%
- 🇮🇳 India0.07%
- 🇳🇱 Netherlands0.06%
- 🇸🇬 Singapore0.04%
- 🇨🇭 Switzerland0.03%
- 🇯🇵 Japan0.03%
- 🇪🇸 Spain0.03%
- 🇫🇷 France0.03%
- 🇵🇦 Panama0.02%
- 🇰🇷 South Korea0.01%
- 🇭🇰 Hong Kong0.01%
Dividends
Dividend Yield
0.14%
67 out of 147 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 |
|---|---|---|---|
 PFE | 0.02% | 6.37% | $1.66 |
 IAG.L | 0.02% | 0.61% | - |
 AAXJ | 0.01% | 2.96% | - |
 MSFT | 0.01% | 0.76% | $3 |
 RYAAY | 0.01% | 1.8% | $0.93 |
 GOOG | 0.01% | 0.29% | $0.2 |
 WCLD | 0.01% | 1.58% | - |
 XBI | 0.01% | 1.41% | - |
 EZJ.L | 0% | 0.88% | $0.05 |
 AI-Revolution | 0% | 0.22% | - |
 NVDA | 0% | 0.03% | $0.02 |
 BABA | 0% | 0.99% | $0.98 |
 AAPL | 0% | 0.53% | $0.97 |
 JPM | 0% | 1.8% | $4.4 |
 META | 0% | 0.29% | $1 |
 BAC | 0% | 2.2% | $0.96 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 CPA | 0% | 6.91% | $4.86 |
 CSCO | 0% | 2.64% | $1.58 |
 INTC | 0% | 2.57% | $0.5 |
 ALV.DE | 0% | 4.4% | $13.8 |
 JNPR | 0% | 2.52% | $0.88 |
 GLPI | 0% | 6.28% | $2.98 |
 VICI | 0% | 5.69% | $1.66 |
 GEN | 0% | 1.86% | $0.5 |
 BAH | 0% | 1.61% | $1.96 |
 AENA.MC | 0% | 2.96% | $6.2 |
 TAN | 0% | 0.49% | - |
 ACN | 0% | 1.44% | $4.99 |
 JNJ | 0% | 3.26% | $4.81 |
 LHA.DE | 0% | 4.79% | $0.3 |
 MTN | 0% | 5.22% | $8.56 |
 KO | 0% | 3.06% | $1.89 |
 MDLZ | 0% | 3.09% | $1.7 |
 IHG.L | 0% | 1.15% | $1.23 |
 ASML | 0% | 0.77% | $5.57 |
 HSY | 0% | 3.67% | $5.12 |
 KER.PA | 0% | 4.54% | $14 |
 QCOM | 0% | 1.97% | $3.25 |
 VAC | 0% | 3.54% | $3 |
 WH | 0% | 1.45% | $1.46 |
 LUV | 0% | 2.34% | $0.72 |
 MC.PA | 0% | 1.85% | $13 |
 SMSN.L | 0% | 2.7% | $23.68 |
 NTES | 0% | 2.37% | $2.58 |
 BKNG | 0% | 0.74% | $17.5 |
 RCL | 0% | 0.36% | - |
 CB | 0% | 1.32% | $3.49 |
 MAR | 0% | 0.83% | $2.19 |
 LVS | 0% | 1.75% | $0.8 |
 DAL | 0% | 0.74% | $0.3 |
 TSM | 0% | 0.93% | $1.74 |
 NKE | 0% | 1.96% | $1.45 |
 DIS | 0% | 0.88% | $0.75 |
 CRM | 0% | 0.47% | $0.4 |
 YY | 0% | 2.04% | $0.71 |
 00027.HK | 0% | 1.51% | - |
 LOGI | 0% | 1.31% | $1.18 |
 NTDOY | 0% | 1.08% | $0.24 |
 TM | 0% | 2.58% | $4.64 |
 DLB | 0% | 1.5% | $1.17 |
 H | 0% | 0.38% | $0.6 |
 0700.HK | 0% | 0.85% | $3.4 |
 GOOGL | 0% | 0.29% | $0.2 |
 HLT | 0% | 0.23% | $0.6 |
 EA | 0% | 0.62% | $0.76 |
 SONY | 0% | 0.41% | $0.49 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Feb 10 | $0.25 |
LVS | Ex-Dividend | Feb 10 | $0.20 |
DLB | Ex-Dividend | Feb 11 | $0.33 |
AAPL | Pay Day | Feb 13 | $0.25 |
ACN | Pay Day | Feb 14 | $1.48 |
GEN | Ex-Dividend | Feb 14 | $0.12 |
BAH | Ex-Dividend | Feb 14 | $0.55 |
ACN (AI-Revolution) | Pay Day | Feb 14 | $1.48 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
LVS | Pay Day | Feb 19 | $0.20 |
DLB | Pay Day | Feb 19 | $0.33 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
MSFT (AI-Revolution) | Ex-Dividend | Feb 20 | $0.83 |
JNJ | Pay Day | Mar 4 | $1.24 |
BAH | Pay Day | Mar 4 | $0.55 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
GEN | Pay Day | Mar 12 | $0.12 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (AI-Revolution) | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (AI-Revolution) | Ex-Dividend | Mar 18 | $0.69 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (AI-Revolution) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 6.9/10
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
13.72
13.72
-2
0
2
14
14
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Beta
1.59
1.59
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
1.48
1.48
0
1
2
3
3
Jensen's Alpha
13.72
13.72
-2
0
2
14
14
Omega Ratio
1.64
1.64
0
1
1.5
2.5
2.5
Treynor Ratio
1.61
1.61
0
0.75
1.25
2
2
Information Ratio
0.67
0.67
0
0.3
0.6
1
1
Calmar Ratio
0.51
0.51
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-58.81% | May 2021 | Nov 2024 | 42 |
-1.27% | Dec 2024 | Jan 2025 | 1 |