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-0.97%
Today
-2.3%
This Month
+3.54%
Year To Date
+66.06%
2 Years
+26.79%
5 Years
+4.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance41.82%
- 🖥️ Technology Services14.54%
- 🍞 Consumer Non Durables11.36%
- 🪙 Cryptocurrencies10.84%
- 👥 Copy Trading5.88%
- 💵 Cash4.98%
- 💻 Electronic Technology3.77%
- 📊 ETFs2.01%
- 💇♀️ Consumer Services1.67%
- 💼 Commercial Services1.52%
- 🪨 Non Energy Minerals1.5%
- 🚗 Consumer Durables0.56%
- ⚡ Utilities0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE63.83%
- 🇺🇸 Nasdaq20.1%
- 🌍 Digital Currency11.52%
- 🇩🇪 FRA0.1%
- 🇨🇭 SIX0.09%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇳🇱 Euronext Amsterdam0.06%
- 🌍 Extended Hours Trading0.04%
- 🇫🇷 Euronext Paris0.03%
- 🇺🇸 Chicago Board Options Exchange0.03%
- 🇩🇰 Copenhagen Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇬🇧 LSE0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.99%
- 🇨🇭 Switzerland9.84%
- 🇨🇦 Canada3.45%
- 🇨🇳 China0.87%
- 🇹🇼 Taiwan0.58%
- 🇸🇬 Singapore0.21%
- 🇩🇪 Germany0.1%
- 🇳🇱 Netherlands0.09%
- 🇮🇪 Ireland0.09%
- 🇺🇾 Uruguay0.07%
- 🇮🇱 Israel0.07%
- 🇦🇷 Argentina0.07%
- 🇮🇳 India0.06%
- 🇪🇸 Spain0.06%
- 🇯🇵 Japan0.03%
- 🇫🇷 France0.03%
- 🇩🇰 Denmark0.02%
- 🇸🇪 Sweden0.02%
- 🇳🇴 Norway0.01%
- 🇱🇺 Luxembourg0.01%
- 🇫🇮 Finland0.01%
- 🇧🇷 Brazil0%
- 🇰🇷 South Korea0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.2%
21 out of 36 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $EXC (3.8%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NKE | 0.03% | 1.96% | $1.45 |
 META | 0.03% | 0.29% | $1 |
 EXC | 0.02% | 3.8% | $1.48 |
 JeppeKirkBonde | 0.02% | 1.24% | - |
 AXP | 0.01% | 0.88% | $2.6 |
 VOO | 0.01% | 1.26% | - |
 BKNG | 0.01% | 0.74% | $17.5 |
 EQIX | 0.01% | 1.87% | $16.19 |
 V | 0.01% | 0.65% | $2.01 |
 ShoppingCart | 0.01% | 0.38% | - |
 AAPL | 0.01% | 0.53% | $0.97 |
 ManssonEric | 0.01% | 0.62% | - |
 VUG | 0.01% | 0.51% | - |
 TSM | 0% | 0.93% | $1.74 |
 BWXT | 0% | 0.85% | $0.94 |
 MU | 0% | 0.5% | $0.46 |
 KoraTrades | 0% | 0.14% | - |
 CCJ | 0% | 0.24% | $0.09 |
 RCL | 0% | 0.36% | - |
 MU.EXT | 0% | 0.5% | $0.46 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 COST (ManssonEric) | Ex-Dividend | Feb 7 | $1.16 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
 DE (ManssonEric) | Pay Day | Feb 10 | $1.62 |
AAPL (JeppeKirkBonde) | Ex-Dividend | Feb 10 | $0.25 |
V | Ex-Dividend | Feb 11 | $0.59 |
AAPL | Pay Day | Feb 13 | $0.25 |
AAPL (JeppeKirkBonde) | Pay Day | Feb 13 | $0.25 |
 LLY (ManssonEric) | Ex-Dividend | Feb 14 | $1.50 |
 MSFT (KoraTrades) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (ManssonEric) | Ex-Dividend | Feb 20 | $0.83 |
MSFT (JeppeKirkBonde) | Ex-Dividend | Feb 20 | $0.83 |
COST (ManssonEric) | Pay Day | Feb 21 | $1.16 |
 TMUS (ManssonEric) | Ex-Dividend | Feb 28 | $0.88 |
 GS (JeppeKirkBonde) | Ex-Dividend | Feb 28 | $3.00 |
V | Pay Day | Mar 3 | $0.59 |
 LMT (ManssonEric) | Ex-Dividend | Mar 3 | $3.30 |
LMT (JeppeKirkBonde) | Ex-Dividend | Mar 3 | $3.30 |
 BLK (JeppeKirkBonde) | Ex-Dividend | Mar 7 | $5.21 |
LLY (ManssonEric) | Pay Day | Mar 10 | $1.50 |
MSFT (KoraTrades) | Pay Day | Mar 13 | $0.83 |
MSFT (ManssonEric) | Pay Day | Mar 13 | $0.83 |
TMUS (ManssonEric) | Pay Day | Mar 13 | $0.88 |
MSFT (JeppeKirkBonde) | Pay Day | Mar 13 | $0.83 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
TSM (JeppeKirkBonde) | Ex-Dividend | Mar 18 | $0.69 |
BLK (JeppeKirkBonde) | Pay Day | Mar 24 | $5.21 |
LMT (ManssonEric) | Pay Day | Mar 28 | $3.30 |
LMT (JeppeKirkBonde) | Pay Day | Mar 28 | $3.30 |
GS (JeppeKirkBonde) | Pay Day | Mar 28 | $3.00 |
TSM | Pay Day | Apr 10 | $0.69 |
TSM (JeppeKirkBonde) | Pay Day | Apr 10 | $0.69 |
 CDI.PA (JeppeKirkBonde) | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA (JeppeKirkBonde) | Pay Day | Apr 28 | $7.83 |
Performance Metrics
Score 3.3/10
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-2.62
-2.62
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.85
0.85
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.32
0.32
0
1
2
3
3
Jensen's Alpha
-2.62
-2.62
-3
0
2
4.5
4.5
Omega Ratio
0.89
0.89
0
1
1.5
2.5
2.5
Treynor Ratio
0.64
0.64
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.46% | Nov 2021 | - | 40 |
-38.29% | May 2018 | Oct 2019 | 17 |
-28.75% | Dec 2019 | Jul 2020 | 7 |
-11.19% | Mar 2018 | Apr 2018 | 1 |
-6.46% | Sep 2020 | Jan 2021 | 4 |
-3.37% | May 2021 | Aug 2021 | 3 |
-0.97% | Feb 2021 | Mar 2021 | 1 |