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+0.01%
Today
+1.91%
This Month
+2.09%
Year To Date
+28.13%
2 Years
+54.66%
5 Years
+9.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance21.15%
- 🖥️ Technology Services19.25%
- 💻 Electronic Technology13.53%
- 📊 ETFs9.39%
- 🛍️ Retail Trade7.3%
- 📡 Communications2.26%
- 💇♀️ Consumer Services2.24%
- 🧬 Health Technology1.66%
- 🚚 Transportation1.31%
- 🍞 Consumer Non Durables1.02%
- 💼 Commercial Services0.78%
- 🏭 Industrial Services0.72%
- 🛠️ Producer Manufacturing0.69%
- ⚡ Utilities0.69%
- 🧪 Process Industries0.53%
- 🪙 Cryptocurrencies0.51%
- ⛏️ Energy Minerals0.35%
- 🚗 Consumer Durables0.34%
- 🏥 Health Services0.23%
- 📦 Distribution Services0.22%
- 📈 Indexes0.09%
- 🪨 Non Energy Minerals0.06%
- 🧩 Miscellaneous0.05%
- 💹 Forex0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq41.52%
- 🇺🇸 NYSE33.79%
- 🇬🇧 LSE3.48%
- 🇺🇸 Chicago Board Options Exchange1.96%
- 🇩🇪 FRA0.81%
- 🇳🇱 Euronext Amsterdam0.67%
- 🇫🇷 Euronext Paris0.55%
- 🌍 Digital Currency0.51%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇮🇹 Borsa Italiana0.25%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇨🇭 SIX0.09%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🌍 CFD0.09%
- 🇭🇰 Hong Kong Exchanges0.04%
- 🌍 FX0.01%
- 🌍 Commodity0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.07%
- 🇬🇧 United Kingdom1.24%
- 🇳🇱 Netherlands0.85%
- 🇩🇪 Germany0.81%
- 🇨🇦 Canada0.67%
- 🇫🇷 France0.59%
- 🇨🇳 China0.4%
- 🇪🇸 Spain0.4%
- 🇮🇪 Ireland0.29%
- 🇮🇱 Israel0.24%
- 🇮🇹 Italy0.24%
- 🇨🇭 Switzerland0.19%
- 🇰🇾 Cayman Islands0.17%
- 🇩🇰 Denmark0.15%
- 🇸🇪 Sweden0.13%
- 🇰🇷 South Korea0.13%
- 🇲🇽 Mexico0.12%
- 🇺🇾 Uruguay0.09%
- 🇸🇬 Singapore0.09%
- 🇫🇮 Finland0.09%
- 🇧🇷 Brazil0.08%
- 🇹🇼 Taiwan0.07%
- 🇮🇳 India0.07%
- 🇧🇲 Bermuda0.06%
- 🇵🇦 Panama0.06%
- 🇭🇰 Hong Kong0.04%
Dividends
Dividend Yield
1.07%
273 out of 476 instruments pay dividend.
81 dividend payments in the next 30 days.
Highest Dividend: $NXI.PA (28.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BLK | 0.37% | 2.08% | $20.2 |
 NOBL | 0.04% | 2.12% | - |
 SCHD | 0.04% | 3.97% | - |
 MSFT | 0.04% | 0.69% | $3 |
 HDV | 0.03% | 3.5% | - |
 DVY | 0.02% | 3.69% | - |
 VTV | 0.02% | 2.29% | - |
 GOOG | 0.02% | 0.46% | $0.2 |
 ISF.L | 0.02% | 3.54% | - |
 LHA.DE | 0.02% | 4.19% | $0.3 |
 INTC | 0.01% | 2.49% | $0.5 |
 AAPL | 0.01% | 0.5% | $0.97 |
 VZ | 0.01% | 6.16% | $2.66 |
 TU | 0.01% | 6.84% | $1.11 |
 ORA.PA | 0.01% | 5.91% | $0.72 |
 BBY | 0.01% | 5.18% | $3.72 |
 GOOGL | 0.01% | 0.47% | $0.2 |
 ABR | 0.01% | 15.5% | $1.72 |
 NDA_SE.ST | 0.01% | 7.36% | $10.62 |
 NEE | 0.01% | 3% | $1.97 |
 BT.L | 0.01% | 4.6% | $0.08 |
 AMT | 0.01% | 3.12% | $6.56 |
 DANSKE.CO | 0.01% | 6.48% | $14.5 |
 VOD.L | 0.01% | 5.16% | $0.08 |
 TEL2B.ST | 0.01% | 4.43% | $6.9 |
 TEF | 0.01% | 4.53% | $0.24 |
 ENB | 0.01% | 5.55% | $2.66 |
 T | 0.01% | 3.95% | $1.11 |
 O | 0.01% | 5.65% | $3.09 |
 AMGN | 0.01% | 3.19% | $8.76 |
 SKM | 0.01% | 5.19% | $0.83 |
 OEF | 0.01% | 0.97% | - |
 TGT | 0% | 4.6% | $4.42 |
 KPN.NV | 0% | 4.11% | $0.15 |
 PFE | 0% | 7.28% | $1.66 |
 LAND.L | 0% | 6.51% | $0.4 |
 INGA.NV | 0% | 5.7% | $1.11 |
 BMY | 0% | 5.04% | $2.34 |
 CNQ | 0% | 4.98% | $1.48 |
 VICI | 0% | 5.44% | $1.66 |
 AVGO | 0% | 0.91% | $19.7 |
 HSBC | 0% | 5.47% | $3.03 |
 ASR | 0% | 6.83% | $5.78 |
 CMCSA | 0% | 3.69% | $1.2 |
 VOO | 0% | 1.29% | - |
 COP | 0% | 3.58% | $3.25 |
 NEXI.MI | 0% | 4.72% | - |
 TXN | 0% | 2.8% | $5.14 |
 CSCO | 0% | 2.45% | $1.58 |
 NKE | 0% | 2.5% | $1.45 |
 JNJ | 0% | 3.24% | $4.81 |
 SW.PA | 0% | 4.65% | $3.1 |
 PEP | 0% | 4.22% | $5.15 |
 PK | 0% | 9.74% | $0.8 |
 CPA | 0% | 5.96% | $4.86 |
 ALB | 0% | 2.71% | $1.6 |
 BAM | 0% | 2.75% | $1.41 |
 CVX | 0% | 4.76% | $6.28 |
 DTE.DE | 0% | 2.66% | $0.77 |
 ES | 0% | 4.48% | $2.78 |
 GLPI | 0% | 6.59% | $2.98 |
 RF.PA | 0% | 4.34% | $2.42 |
 NWG | 0% | 3.71% | $0.42 |
 MDT.US | 0% | 3.21% | $2.77 |
 MS | 0% | 2.81% | $3.4 |
 QCOM | 0% | 2.31% | $3.25 |
 EVRG | 0% | 4.05% | $2.54 |
 PRU | 0% | 5.02% | $5.1 |
 AALB.NV | 0% | 3.62% | $1.13 |
 PAC | 0% | 3.82% | $3.79 |
 NOV | 0% | 2.38% | $0.23 |
 LW | 0% | 2.62% | $1.28 |
 TROW | 0% | 5.32% | $4.92 |
 MCD | 0% | 2.27% | $6.53 |
 XEL | 0% | 3.26% | $2.13 |
 ACOMO.NV | 0% | 5.49% | - |
 LHX | 0% | 1.93% | $4.6 |
 HTHT | 0% | 4.44% | $0.6 |
 NXST | 0% | 4.2% | $6.08 |
 HD | 0% | 2.48% | $8.52 |
 MTN | 0% | 5.9% | $8.56 |
 EIX | 0% | 5.98% | $3.04 |
 LIT | 0% | 1.04% | - |
 SLB | 0% | 3.31% | $1.05 |
 OHI | 0% | 7.16% | $2.68 |
 KO | 0% | 2.79% | $1.89 |
 HST | 0% | 5.08% | $0.78 |
 KMB | 0% | 3.71% | $4.8 |
 PM | 0% | 2.94% | $5.2 |
 HPE | 0% | 2.87% | $0.51 |
 LMT | 0% | 2.71% | $12.45 |
 00001.HK | 0% | 4.82% | $2.53 |
 ADI | 0% | 1.72% | $3.56 |
 RHP | 0% | 4.7% | $4.3 |
 GLW | 0% | 2.21% | $1.12 |
 TRIG.L | 0% | 8.21% | $0.07 |
 DELL | 0% | 1.64% | $1.63 |
 LYB | 0% | 9.53% | $5.09 |
 AENA.MC | 0% | 3.26% | $6.2 |
 EA | 0% | 0.51% | $0.76 |
 BCS | 0% | 2.34% | $0.39 |
 TMUS | 0% | 1.34% | $1.95 |
 SYY | 0% | 2.78% | $2.01 |
 NTR | 0% | 3.53% | $2.14 |
 APD | 0% | 2.54% | $7.04 |
 PG | 0% | 2.49% | $3.83 |
 SIX2.DE | 0% | 3.37% | $3.9 |
 ELS | 0% | 3.13% | $1.85 |
 VAC | 0% | 4.74% | $3 |
 INFY | 0% | 2.37% | $0.39 |
 NVDA | 0% | 0.03% | $0.02 |
 ELIS.PA | 0% | 1.91% | $0.43 |
 AKE.PA | 0% | 5.97% | $3.5 |
 RIO | 0% | 6.77% | $4.34 |
 EQIX | 0% | 1.96% | $16.19 |
 MKC | 0% | 2.34% | $1.62 |
 BLV | 0% | 4.71% | - |
 CUBE | 0% | 4.78% | $2.02 |
 ADP | 0% | 1.84% | $5.45 |
 LIN | 0% | 1.22% | $5.33 |
 GILD | 0% | 2.77% | $3.04 |
 HPQ | 0% | 4.54% | $1.1 |
 NOC | 0% | 1.73% | $7.67 |
 CAG | 0% | 6.25% | $1.4 |
 ATO | 0% | 2.24% | $3.16 |
 FLOW.NV | 0% | 1.53% | $0.45 |
 SHO | 0% | 4.1% | $0.3 |
 MU | 0% | 0.42% | $0.46 |
 BABA | 0% | 0.86% | $0.98 |
 SNY | 0% | 3.19% | $1.48 |
 IBE.MC | 0% | 3.21% | $0.45 |
 GSK | 0% | 3.83% | $1.45 |
 CL | 0% | 2.24% | $1.96 |
 WMT | 0% | 0.96% | $0.81 |
 GD | 0% | 2.11% | $5.48 |
 AVOL.ZU | 0% | 2.31% | $0.7 |
 TEP.PA | 0% | 4.59% | $3.85 |
 EVD.DE | 0% | 1.55% | $1.43 |
 SU | 0% | 4.26% | $1.59 |
 C | 0% | 2.86% | $2.12 |
 BARN.ZU | 0% | 3.44% | $29 |
 SAN.MC | 0% | 2.41% | $0.14 |
 HASI | 0% | 6.57% | $1.62 |
 LOW | 0% | 2.06% | $4.45 |
 IAG.L | 0% | 2.09% | - |
 KEY | 0% | 5.02% | $0.82 |
 ORCL | 0% | 0.98% | $1.6 |
 PETS.L | 0% | 5.02% | $0.13 |
 BDX | 0% | 2.35% | $3.76 |
 MGA | 0% | 5.12% | $1.88 |
 AZN | 0% | 2.09% | $1.42 |
 VIE.PA | 0% | 4.65% | $1.25 |
 AMAT | 0% | 1% | $1.44 |
 LUV | 0% | 2.15% | $0.72 |
 META | 0% | 0.29% | $1 |
 RF | 0% | 4.54% | $0.96 |
 GS | 0% | 1.95% | $11 |
 UNH | 0% | 2.81% | $7.74 |
 ALLY | 0% | 3.31% | $1.2 |
 RYAAY | 0% | 1.47% | $0.93 |
 ASML | 0% | 0.78% | $5.57 |
 BBOX.L | 0% | 5.31% | $0.07 |
 MSI | 0% | 1.02% | $3.82 |
 FALN | 0% | 6.34% | - |
 LVS | 0% | 2.24% | $0.8 |
 SWKS | 0% | 3.91% | $2.72 |
 TSM | 0% | 1.1% | $1.74 |
 PUK | 0% | 1.95% | $0.41 |
 ATAT | 0% | 1.35% | $0.13 |
 MCHP | 0% | 2.79% | $1.75 |
 BAS.DE | 0% | 5.38% | $3.4 |
 CRM | 0% | 0.59% | $0.4 |
 OXY | 0% | 2.16% | $0.8 |
 SMSN.L | 0% | 2.2% | $23.68 |
 EOG | 0% | 3.46% | $5.06 |
 RSG | 0% | 0.92% | $2.14 |
 CHD | 0% | 1.17% | $1.11 |
 STLAM.MI | 0% | 7.83% | $1.55 |
 SHW | 0% | 0.84% | $2.64 |
 RI.PA | 0% | 5.35% | $4.7 |
 VOW3.DE | 0% | 6.94% | $9.06 |
 BESI.NV | 0% | 1.93% | $2.15 |
 GLEN.L | 0% | 2.6% | $0.1 |
 WYNN | 0% | 1.2% | $1 |
 COFA.PA | 0% | 8.52% | $1.3 |
 BA.L | 0% | 1.71% | $0.3 |
 JKS | 0% | 15.64% | $1.48 |
 NXPI | 0% | 1.95% | $4.06 |
 RCL | 0% | 0.89% | - |
 CA.PA | 0% | 7.12% | $0.87 |
 BKNG | 0% | 0.65% | $17.5 |
 AXP | 0% | 0.97% | $2.6 |
 ITX.MC | 0% | 2.83% | $1.11 |
 JPM | 0% | 1.99% | $4.4 |
 DAL | 0% | 1.18% | $0.3 |
 ASM.NV | 0% | 0.59% | $2.75 |
 SBUX | 0% | 2.68% | $2.24 |
 BYD | 0% | 0.94% | $0.66 |
 SPGI | 0% | 0.72% | $3.62 |
 MRVL | 0% | 0.35% | $0.24 |
 MAR | 0% | 0.96% | $2.19 |
 LLY | 0% | 0.73% | $4.86 |
 AWR | 0% | 2.43% | $1.72 |
 KLIC | 0% | 2.46% | $0.79 |
 DIS | 0% | 0.88% | $0.75 |
 PSN.L | 0% | 4.66% | $0.6 |
 NXI.PA | 0% | 28.14% | - |
 NVO | 0% | 1.58% | $0.98 |
 SBRY.L | 0% | 4.89% | $0.13 |
 CME | 0% | 3.87% | $9.75 |
 PLD | 0% | 3.62% | $3.66 |
 COST | 0% | 0.47% | $19.22 |
 DPZ | 0% | 1.39% | $5.44 |
 LRCX | 0% | 1.07% | $8 |
 UNP | 0% | 2.4% | $5.2 |
 MKS.L | 0% | 0.98% | $0.03 |
 HON | 0% | 1.95% | $4.27 |
 MPWR | 0% | 0.77% | $4.5 |
 PRX.NV | 0% | 0.21% | $0.07 |
 BRO | 0% | 0.52% | $0.51 |
 P911.DE | 0% | 5.59% | $2.31 |
 CASY | 0% | 0.45% | $1.79 |
 KER.PA | 0% | 3.46% | $14 |
 MDLZ | 0% | 2.84% | $1.7 |
 DBRG | 0% | 0.37% | $0.04 |
 XOM | 0% | 3.76% | $3.76 |
 MRK | 0% | 4.05% | $3.04 |
 KLAC | 0% | 0.84% | $5.65 |
 ABBV | 0% | 3.36% | $6.06 |
 EXPE | 0% | 0.45% | - |
 TCOM.CH | 0% | 0.46% | - |
 IBM | 0% | 2.49% | $6.65 |
 H | 0% | 0.45% | $0.6 |
 RR.L | 0% | 0.68% | - |
 CLNX.MC | 0% | 0.18% | $0.06 |
 V | 0% | 0.62% | $2.01 |
 ACA.PA | 0% | 6.76% | $1.05 |
 WM | 0% | 1.33% | $2.9 |
 PEB | 0% | 0.42% | $0.04 |
 CHDN | 0% | 0.42% | $0.38 |
 JD.L | 0% | 1.24% | $0.01 |
 MC.PA | 0% | 2.76% | $13 |
 ABT | 0% | 1.71% | $2.16 |
 INTU | 0% | 0.54% | $3.6 |
 SQQQ | 0% | 12.03% | - |
 TJX | 0% | 1.21% | $1.42 |
 MBG.DE | 0% | 8.36% | $5.3 |
 HLT | 0% | 0.24% | $0.6 |
 TRI | 0% | 1.13% | $2.07 |
 TER | 0% | 0.56% | $0.46 |
 ENTG | 0% | 0.55% | $0.4 |
 PAH3.DE | 0% | 5.61% | $2.56 |
 SYK | 0% | 0.86% | $3.15 |
 REGN | 0% | 0.36% | - |
 CTAS | 0% | 0.69% | $5.4 |
 STMPA.PA | 0% | 1.26% | $0.28 |
 TQQQ | 0% | 1.41% | - |
 PARA | 0% | 1.68% | $0.2 |
 FDJU.PA | 0% | 6.45% | $1.78 |
 TMO | 0% | 0.41% | $1.48 |
 YINN | 0% | 1.64% | - |
 FXI | 0% | 1.52% | - |
 CQQQ | 0% | 0.27% | - |
 RHM.DE | 0% | -0.45% | $-5.7 |
 SAP.DE | 0% | -0.86% | $-2.2 |
 PHIN | 0% | -2.43% | $-1 |
 IRDM | 0% | -2.02% | $-0.53 |
 AEP | 0% | -3.61% | $-3.47 |
 VOD | 0% | -4.63% | $-0.94 |
 PAGP | 0% | -7.51% | $-1.17 |
 PAA | 0% | -8% | $-1.17 |
 ITUB | 0% | -4.78% | $-0.15 |
 AGNC | -0.01% | -15.79% | $-1.44 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
LYB | Pay Day | Jun 9, 2025 | $1.37 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
PAC | Pay Day | Jun 9, 2025 | $4.34 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
AGNC | Pay Day | Jun 10, 2025 | -$0.12 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
AEP | Pay Day | Jun 10, 2025 | -$0.93 |
TU | Ex-Dividend | Jun 10, 2025 | $0.30 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
TRI | Pay Day | Jun 10, 2025 | $0.60 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
H | Pay Day | Jun 11, 2025 | $0.15 |
SIX2.DE | Pay Day | Jun 11, 2025 | $3.08 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
LAND.L | Ex-Dividend | Jun 12, 2025 | $0.16 |
00001.HK | Pay Day | Jun 12, 2025 | $0.20 |
PRU | Pay Day | Jun 12, 2025 | $1.35 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
MSI | Ex-Dividend | Jun 13, 2025 | $1.09 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
NOV | Ex-Dividend | Jun 13, 2025 | $0.08 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
KEY | Pay Day | Jun 13, 2025 | $0.20 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
TROW | Ex-Dividend | Jun 13, 2025 | $1.27 |
BBOX.L | Pay Day | Jun 13, 2025 | $0.03 |
DPZ | Ex-Dividend | Jun 13, 2025 | $1.74 |
GLPI | Ex-Dividend | Jun 13, 2025 | $0.78 |
O | Pay Day | Jun 13, 2025 | $0.27 |
IRDM | Ex-Dividend | Jun 13, 2025 | -$0.14 |
TER | Pay Day | Jun 13, 2025 | $0.12 |
CPA | Pay Day | Jun 13, 2025 | $1.61 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
PHIN | Pay Day | Jun 16, 2025 | -$0.27 |
PARA | Ex-Dividend | Jun 16, 2025 | $0.05 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
BYD | Ex-Dividend | Jun 16, 2025 | $0.18 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
SWKS | Pay Day | Jun 17, 2025 | $0.70 |
PLD | Ex-Dividend | Jun 17, 2025 | $1.01 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
TEF | Ex-Dividend | Jun 18, 2025 | $0.17 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
HPE | Ex-Dividend | Jun 18, 2025 | $0.13 |
VICI | Ex-Dividend | Jun 18, 2025 | $0.43 |
KLIC | Ex-Dividend | Jun 18, 2025 | $0.20 |
ATAT | Pay Day | Jun 18, 2025 | $0.42 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
HSBC | Pay Day | Jun 20, 2025 | $0.50 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
STMPA.PA | Ex-Dividend | Jun 23, 2025 | $0.09 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
MTN | Ex-Dividend | Jun 24, 2025 | $2.22 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
SU | Pay Day | Jun 25, 2025 | $0.41 |
STMPA.PA | Pay Day | Jun 25, 2025 | $0.09 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
NOV | Pay Day | Jun 27, 2025 | $0.08 |
HLT | Pay Day | Jun 27, 2025 | $0.15 |
GLW | Pay Day | Jun 27, 2025 | $0.28 |
TROW | Pay Day | Jun 27, 2025 | $1.27 |
GLPI | Pay Day | Jun 27, 2025 | $0.78 |
ELS | Ex-Dividend | Jun 27, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
UNP | Pay Day | Jun 30, 2025 | $1.34 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
SYK | Ex-Dividend | Jun 30, 2025 | $0.84 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
MAR | Pay Day | Jun 30, 2025 | $0.67 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
PLD | Pay Day | Jun 30, 2025 | $1.01 |
IRDM | Pay Day | Jun 30, 2025 | -$0.14 |
DBRG | Ex-Dividend | Jun 30, 2025 | $0.01 |
PK | Ex-Dividend | Jun 30, 2025 | $0.25 |
SHO | Ex-Dividend | Jun 30, 2025 | $0.09 |
BAM | Pay Day | Jun 30, 2025 | $0.44 |
RHP | Ex-Dividend | Jun 30, 2025 | $1.15 |
NTR | Ex-Dividend | Jun 30, 2025 | $0.55 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
PARA | Pay Day | Jul 1, 2025 | $0.05 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
RF | Pay Day | Jul 1, 2025 | $0.25 |
CUBE | Ex-Dividend | Jul 1, 2025 | $0.52 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
TU | Pay Day | Jul 2, 2025 | $0.30 |
HASI | Ex-Dividend | Jul 2, 2025 | $0.42 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
MKS.L | Pay Day | Jul 4, 2025 | $0.04 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
KLIC | Pay Day | Jul 8, 2025 | $0.20 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
MTN | Pay Day | Jul 9, 2025 | $2.22 |
VZ | Ex-Dividend | Jul 10, 2025 | $0.68 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BBY | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
VICI | Pay Day | Jul 10, 2025 | $0.43 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
TEF | Pay Day | Jul 11, 2025 | $0.17 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
SBRY.L | Pay Day | Jul 11, 2025 | $0.13 |
ELS | Pay Day | Jul 11, 2025 | $0.52 |
HASI | Pay Day | Jul 11, 2025 | $0.42 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
MSI | Pay Day | Jul 15, 2025 | $1.09 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
BYD | Pay Day | Jul 15, 2025 | $0.18 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
CUBE | Pay Day | Jul 15, 2025 | $0.52 |
DBRG | Pay Day | Jul 15, 2025 | $0.01 |
PK | Pay Day | Jul 15, 2025 | $0.25 |
SHO | Pay Day | Jul 15, 2025 | $0.09 |
RHP | Pay Day | Jul 15, 2025 | $1.15 |
PETS.L | Pay Day | Jul 16, 2025 | $0.11 |
EOG | Ex-Dividend | Jul 17, 2025 | $0.98 |
HPE | Pay Day | Jul 17, 2025 | $0.13 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
NTR | Pay Day | Jul 18, 2025 | $0.55 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
LAND.L | Pay Day | Jul 25, 2025 | $0.16 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
EOG | Pay Day | Jul 31, 2025 | $0.98 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
VOD | Pay Day | Aug 1, 2025 | -$0.25 |
VOD.L | Pay Day | Aug 1, 2025 | $0.02 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
FXI | Pay Day | Dec 20, 2025 | $0.45 |
CQQQ | Pay Day | Dec 27, 2025 | $0.11 |
Performance Metrics
Score 5.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
13.69
13.69
-2
0
2
14
14
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.69
0.69
0
1
2
3
3
Jensen's Alpha
13.69
13.69
-2
0
2
14
14
Omega Ratio
1.24
1.24
0
1
1.5
2.5
2.5
Treynor Ratio
2.05
2.05
0
0.75
1.25
3
3
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.1
0.1
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.41
High:
GRAB
923.21GRABLow:
MCHP
-7,957.32MCHPDetails
PEG Ratio
262.63
High:
KO
10,192.65KOLow:
PI
-2,903.33PIDetails
Price/Book
9.96
High:
ALNY
339.6ALNYLow:
NIO
-139.72NIODetails
Price/Sales
7.63
High:
FDMT
10,542.9FDMTLow:
SLNAF
-SLNAFDetails
Price/CF
21.83
High:
MSTR
7,511.07MSTRLow:
ACA.PA
0.96ACA.PADetails
Price/FCF
45.65
High:
CME
34,130.22CMELow:ACA.PA
0.99ACA.PADetails
P/E Ratio
32.41
High:GRAB
923.21GRABLow:MCHP
-7,957.32MCHPDetails
PEG Ratio
262.63
High:KO
10,192.65KOLow:PI
-2,903.33PIDetails
Price/Book
9.96
High:ALNY
339.6ALNYLow:NIO
-139.72NIODetails
Price/Sales
7.63
High:FDMT
10,542.9FDMTLow:SLNAF
-SLNAFDetails
Price/CF
21.83
High:MSTR
7,511.07MSTRLow:ACA.PA
0.96ACA.PADetails
Price/FCF
45.65
High:CME
34,130.22CMELow:ACA.PA
0.99ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-84.58% | Feb 2018 | - | 89 |
-22.32% | Jul 2017 | Aug 2017 | 1 |
-18.75% | Sep 2017 | Nov 2017 | 2 |