Loading...
-0.44%
Today
+0.96%
This Month
+3.32%
Year To Date
+18.53%
2 Years
+21.27%
5 Years
+3.49%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading70.61%
- 💵 Cash12.19%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.96%
- 🇩🇪 FRA15.88%
- 🇬🇧 LSE10.85%
- 🇺🇸 Nasdaq9.13%
- 🇳🇱 Euronext Amsterdam8.56%
- 🇳🇴 Oslo Stock Exchange3.08%
- 🇫🇮 Helsinki Stock Exchange2.56%
- 🇦🇺 Sydney0.54%
Countries Breakdown
- Country
- Total
- 🇩🇪 Germany16.89%
- 🇬🇧 United Kingdom13.3%
- 🇺🇸 United States10.8%
- 🇳🇱 Netherlands8.56%
- 🇨🇦 Canada5.41%
- 🇧🇲 Bermuda4.04%
- 🇳🇴 Norway3.08%
- 🇫🇮 Finland2.56%
- 🇧🇷 Brazil2.45%
- 🇦🇺 Australia0.54%
Dividends
Dividend Yield
2.91%
1 out of 1 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: ingruc (4.12%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ingruc | 2.91% | 4.12% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 SIG (ingruc) | Pay Day | Nov 22 | $0.29 |
 VOD (ingruc) | Ex-Dividend | Nov 22 | $0.24 |
 IMB.L (ingruc) | Ex-Dividend | Nov 28 | $0.69 |
 GBDC (ingruc) | Ex-Dividend | Nov 29 | $0.05 |
 PFE (ingruc) | Pay Day | Dec 2 | $0.42 |
GBDC (ingruc) | Pay Day | Dec 13 | $0.05 |
 SHEL.L (ingruc) | Pay Day | Dec 19 | $0.34 |
IMB.L (ingruc) | Pay Day | Dec 31 | $0.69 |
VOD (ingruc) | Pay Day | Feb 7 | $0.24 |
Performance Metrics
Score 3.4/10
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-1.77
-1.77
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
0.26
0.26
0
0.8
1.2
0
2
Sharpe Ratio
0.13
0.13
0
0.5
1
1.5
1.5
Sortino Ratio
0.21
0.21
0
1
2
3
3
Jensen's Alpha
-1.77
-1.77
-2
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.41
0.41
0
0.75
1.25
2
2
Information Ratio
-0.67
-0.67
-1
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.08% | Apr 2022 | Oct 2022 | 6 |
-7.22% | Feb 2023 | Jun 2023 | 4 |
-5.16% | Jul 2023 | Nov 2023 | 4 |
-4.59% | May 2024 | Aug 2024 | 3 |
-3.34% | Dec 2023 | Feb 2024 | 2 |
-2.92% | Nov 2022 | Dec 2022 | 1 |
-2.9% | Mar 2024 | Apr 2024 | 1 |
-1.98% | Jul 2019 | May 2020 | 10 |
-1.93% | Sep 2024 | - | 2 |