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-0.08%
Today
-0.08%
This Month
+2.98%
Year To Date
+58.7%
2 Years
+205.34%
5 Years
+30.99%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services32.31%
- 💵 Cash16.97%
- 👥 Copy Trading12.92%
- 💻 Electronic Technology9.48%
- 🛍️ Retail Trade6.76%
- 💼 Commercial Services3.23%
- 💇♀️ Consumer Services2.65%
- 🧬 Health Technology2.61%
- 🚗 Consumer Durables2.49%
- 💰 Finance2.23%
- ⚡ Utilities1.47%
- 🍞 Consumer Non Durables1.39%
- ⛏️ Energy Minerals1.33%
- 📊 ETFs1.25%
- 🪙 Cryptocurrencies1.11%
- 📡 Communications1.09%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.43%
- 🇺🇸 NYSE22.62%
- 🌍 Digital Currency3.71%
- 🇬🇧 LSE0.9%
- 🇨🇭 SIX0.41%
- 🇫🇷 Euronext Paris0.3%
- 🇮🇹 Borsa Italiana0.3%
- 🌍 Commodity0.21%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇪🇸 Bolsa De Madrid0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.77%
- 🇱🇺 Luxembourg3.68%
- 🇬🇧 United Kingdom2.19%
- 🇺🇾 Uruguay1.99%
- 🇮🇱 Israel1.73%
- 🇹🇼 Taiwan1.49%
- 🇮🇪 Ireland0.9%
- 🇨🇳 China0.68%
- 🇨🇭 Switzerland0.63%
- 🇫🇷 France0.3%
- 🇮🇹 Italy0.3%
- 🇩🇰 Denmark0.19%
- 🇪🇸 Spain0.06%
- 🇸🇪 Sweden0.04%
Dividends
Dividend Yield
0.59%
23 out of 60 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $F (7.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MSFT | 0.09% | 0.76% | $3 |
 F | 0.07% | 7.74% | $0.78 |
 jaynemesis | 0.06% | 0.72% | - |
 NGG | 0.06% | 5.67% | $3.65 |
 AV.L | 0.06% | 6.67% | $0.33 |
 T | 0.05% | 4.68% | $1.11 |
 FANG | 0.04% | 5.04% | $9.26 |
 AAPL | 0.03% | 0.53% | $0.97 |
 NKE | 0.03% | 1.96% | $1.45 |
 BAC | 0.02% | 2.2% | $0.96 |
 OVV | 0.02% | 2.84% | $1.2 |
 TSM | 0.01% | 0.93% | $1.74 |
 DIS | 0.01% | 0.88% | $0.75 |
 GOOG | 0.01% | 0.29% | $0.2 |
 INTU | 0.01% | 0.65% | $3.6 |
 LLY | 0.01% | 0.67% | $4.86 |
 NYT | 0.01% | 0.96% | $0.46 |
 V | 0.01% | 0.65% | $2.01 |
 JD.US | 0.01% | 1.82% | $0.74 |
 META | 0% | 0.29% | $1 |
 BABA | 0% | 0.99% | $0.98 |
 MTCH | 0% | 0.53% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
V (jaynemesis) | Ex-Dividend | Feb 11 | $0.59 |
 TTEK (jaynemesis) | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
 SW (jaynemesis) | Ex-Dividend | Feb 14 | $0.43 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Feb 20 | $0.83 |
TTEK (jaynemesis) | Pay Day | Feb 26 | $0.06 |
 GAW.L (jaynemesis) | Pay Day | Feb 28 | $1.89 |
V | Pay Day | Mar 3 | $0.59 |
V (jaynemesis) | Pay Day | Mar 3 | $0.59 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
LLY | Pay Day | Mar 10 | $1.50 |
MSFT | Pay Day | Mar 13 | $0.83 |
MSFT (jaynemesis) | Pay Day | Mar 13 | $0.83 |
 GRMN (jaynemesis) | Ex-Dividend | Mar 14 | $0.75 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
SW (jaynemesis) | Pay Day | Mar 18 | $0.43 |
TSM (jaynemesis) | Ex-Dividend | Mar 18 | $0.69 |
BAC | Pay Day | Mar 28 | $0.26 |
GRMN (jaynemesis) | Pay Day | Mar 28 | $0.75 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (jaynemesis) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.8/10
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
15.06
15.06
-2
0
2
16
16
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Beta
1.48
1.48
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
1.87
1.87
0
1
2
3
3
Jensen's Alpha
15.06
15.06
-2
0
2
16
16
Omega Ratio
2.06
2.06
0
1
1.5
3
3
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.73
0.73
0
0.3
0.6
1
1
Calmar Ratio
0.75
0.75
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-41.95% | Sep 2021 | Nov 2024 | 38 |
-20.41% | Feb 2020 | Apr 2020 | 2 |
-11.51% | Sep 2020 | Nov 2020 | 2 |
-5.71% | Feb 2021 | Apr 2021 | 2 |
-4.06% | May 2021 | Jun 2021 | 1 |
-3.21% | Dec 2024 | - | 2 |