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+0.13%
This Month
+17.35%
Year To Date
+33.49%
2 Years
+73.98%
5 Years
+47.07%
10 Years
+4.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs18.19%
- 💻 Electronic Technology10.91%
- 💰 Finance10.05%
- 🍞 Consumer Non Durables8.27%
- 🖥️ Technology Services7.8%
- 🧬 Health Technology7.06%
- 🛍️ Retail Trade6.47%
- 💵 Cash5.25%
- 💇♀️ Consumer Services3.48%
- 🛠️ Producer Manufacturing3.12%
- ⛏️ Energy Minerals3.06%
- 💼 Commercial Services2.73%
- 🚗 Consumer Durables2.44%
- 🪨 Non Energy Minerals2.36%
- 🚚 Transportation2.16%
- ⚡ Utilities2.15%
- 🧪 Process Industries1.76%
- 📡 Communications1.27%
- 🏥 Health Services1.02%
- 🪙 Cryptocurrencies0.49%
- ❓ Other0.22%
- 🏭 Industrial Services0.18%
- 🧩 Miscellaneous0.1%
- 📦 Distribution Services0.1%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.37%
- 🇺🇸 Nasdaq27.62%
- 🇬🇧 LSE7.73%
- 🇮🇹 Borsa Italiana2.99%
- 🇩🇪 Xetra ETFs2.61%
- 🇩🇪 FRA1.77%
- 🇨🇭 SIX1.58%
- 🇫🇷 Euronext Paris1.2%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇳🇱 Euronext Amsterdam0.61%
- 🌍 Digital Currency0.49%
- 🇪🇸 Bolsa De Madrid0.48%
- 🇩🇰 Copenhagen Stock Exchange0.25%
- 🇺🇸 Chicago Board Options Exchange0.22%
- 🇦🇪 Dubai Financial Market0.22%
- 🇸🇪 Stockholm Stock Exchange0.19%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇺🇸 OTC Markets Stock Exchange0.07%
- 🇫🇮 Helsinki Stock Exchange0.06%
- Regular Trading Hours - RTH0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States53.85%
- 🇨🇳 China3.52%
- 🇨🇭 Switzerland2.76%
- 🇮🇹 Italy2.75%
- 🇨🇦 Canada2.41%
- 🇩🇪 Germany1.77%
- 🇮🇪 Ireland1.42%
- 🇳🇱 Netherlands1.4%
- 🇬🇧 United Kingdom1.32%
- 🇫🇷 France1.04%
- 🇹🇼 Taiwan0.9%
- 🇭🇰 Hong Kong0.53%
- 🇪🇸 Spain0.48%
- 🇩🇰 Denmark0.37%
- 🇧🇷 Brazil0.25%
- 🇸🇬 Singapore0.25%
- 🇺🇾 Uruguay0.2%
- 🇸🇪 Sweden0.19%
- 🇱🇺 Luxembourg0.18%
- 🇮🇱 Israel0.16%
- 🇧🇪 Belgium0.16%
- 🇳🇴 Norway0.14%
- 🇨🇾 Cyprus0.09%
- 🇯🇵 Japan0.07%
- 🇿🇦 South Africa0.06%
- 🇫🇮 Finland0.06%
- 🇰🇷 South Korea0.06%
- 🇦🇺 Australia0.06%
- 🇧🇲 Bermuda0.04%
- 🇮🇳 India0.03%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.5%
368 out of 572 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $FRCB (36000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.13% | 6.3% | $0.94 |
 KHC | 0.09% | 6.41% | $1.6 |
 MO | 0.05% | 7.06% | $3.92 |
 PFE | 0.04% | 6.73% | $1.66 |
 VZ | 0.03% | 6.69% | $2.66 |
 T | 0.03% | 4.39% | $1.11 |
 UPS | 0.02% | 6.7% | $6.5 |
 CVS | 0.02% | 3.55% | $2.54 |
 CSCO | 0.02% | 2.12% | $1.58 |
 BATS.L | 0.02% | 5.52% | $2.36 |
 D | 0.02% | 4.45% | $2.67 |
 NVS | 0.02% | 2.45% | $3.2 |
 C | 0.02% | 2.18% | $2.12 |
 B | 0.02% | 1.3% | $0.4 |
 BMY | 0.02% | 4.88% | $2.34 |
 F | 0.01% | 5.71% | $0.78 |
 NKE | 0.01% | 2.45% | $1.45 |
 KO | 0.01% | 2.88% | $1.89 |
 IBE.MC | 0.01% | 2.89% | $0.45 |
 VALE | 0.01% | 9.55% | $1.33 |
 GS | 0.01% | 1.68% | $11 |
 BAC | 0.01% | 2% | $0.96 |
 JD.US | 0.01% | 3.29% | $0.74 |
 NESN.ZU | 0.01% | 3.86% | $3 |
 JNJ | 0.01% | 2.51% | $4.81 |
 CMCSA | 0.01% | 4.82% | $1.2 |
 CA.PA | 0.01% | 6.82% | $0.87 |
 USB | 0.01% | 4.01% | $1.94 |
 FMC | 0.01% | 17.06% | $2.32 |
 2318.HK | 0.01% | 4.95% | $2.63 |
 VOW3.DE | 0.01% | 6.01% | $9.06 |
 MDT.US | 0.01% | 2.77% | $2.77 |
 ROG.ZU | 0.01% | 3.09% | $9.6 |
 ABBN.ZU | 0.01% | 1.55% | $0.87 |
 JPM | 0.01% | 1.78% | $4.4 |
 CCI | 0.01% | 5.43% | $6.26 |
 MRK | 0.01% | 3.21% | $3.04 |
 KER.PA | 0.01% | 2.05% | $14 |
 MS | 0.01% | 2.22% | $3.4 |
 BBY | 0.01% | 5.16% | $3.72 |
 MMM | 0.01% | 1.7% | $5.21 |
 TD | 0.01% | 3.6% | $2.93 |
 TGT | 0.01% | 4.97% | $4.42 |
 ULVR.L | 0.01% | 3.49% | $1.47 |
 EXC | 0.01% | 3.62% | $1.48 |
 AES | 0.01% | 5.18% | $0.68 |
 EQIX | 0.01% | 2.57% | $16.19 |
 DOW | 0.01% | 8.88% | $2.8 |
 STLAM.MI | 0.01% | 6.67% | $1.55 |
 DG.US | 0.01% | 2.12% | $2.36 |
 PG | 0.01% | 2.85% | $3.83 |
 TSM | 0.01% | 0.91% | $1.74 |
 UBSG.ZU | 0.01% | 2.37% | $0.64 |
 HST | 0.01% | 3.42% | $0.78 |
 PEP | 0.01% | 3.81% | $5.15 |
 TAP | 0.01% | 4.09% | $1.7 |
 BNS | 0.01% | 4.39% | $3.09 |
 ZTO | 0.01% | 3.05% | - |
 SBUX | 0.01% | 2.84% | $2.24 |
 ADM | 0.01% | 3.44% | $1.9 |
 MCD | 0.01% | 2.33% | $6.53 |
 BEN | 0.01% | 5.58% | $1.23 |
 FIS | 0.01% | 2.46% | $1.76 |
 AMT | 0.01% | 3.82% | $6.56 |
 NEE | 0.01% | 2.68% | $1.97 |
 LUV | 0.01% | 2.04% | $0.72 |
 DIS | 0.01% | 0.95% | $0.75 |
 BABA | 0.01% | 0.65% | $0.98 |
 APA | 0.01% | 3.75% | $1 |
 GIS | 0.01% | 5.25% | $2.36 |
 LVS | 0.01% | 1.51% | $0.8 |
 FORTUM.HE | 0.01% | 7.97% | $1.15 |
 VIPS | 0% | 2.33% | $0.41 |
 SWKS | 0% | 4.09% | $2.72 |
 HD | 0% | 2.59% | $8.52 |
 PNC | 0% | 3.37% | $6.2 |
 VTRS | 0% | 4.47% | $0.48 |
 MOS | 0% | 3.62% | $0.82 |
 WMT | 0% | 0.82% | $0.81 |
 HON | 0% | 2.38% | $4.27 |
 EQT | 0% | 1.04% | $0.62 |
 PM | 0% | 3.64% | $5.2 |
 HUM | 0% | 1.38% | $3.54 |
 BLK | 0% | 1.94% | $20.2 |
 ALB | 0% | 1.29% | $1.6 |
 NEXI.MI | 0% | 6.28% | - |
 COLD | 0% | 8.21% | $0.88 |
 FCX | 0% | 1.36% | $0.6 |
 UMC | 0% | 4.74% | $0.36 |
 GRMN | 0% | 1.83% | $3.71 |
 CON.DE | 0% | 3.82% | $2.2 |
 DGE.L | 0% | 4.62% | $0.81 |
 EIX | 0% | 5.79% | $3.04 |
 FME.DE | 0% | 3.56% | $1.19 |
 ENB | 0% | 5.67% | $2.66 |
 RI.PA | 0% | 6.15% | $4.7 |
 MET | 0% | 2.93% | $2.11 |
 LKQ | 0% | 4.12% | $1.18 |
 ABT | 0% | 1.89% | $2.16 |
 WDS | 0% | 6.04% | $1.36 |
 TSN | 0% | 3.58% | $1.96 |
 VOD.L | 0% | 4.09% | $0.08 |
 HAS | 0% | 3.42% | $2.8 |
 GM | 0% | 0.76% | $0.42 |
 EL | 0% | 1.38% | $2.64 |
 LYB | 0% | 11.84% | $5.09 |
 CDI.PA | 0% | 2.32% | $13 |
 MSFT | 0% | 0.73% | $3 |
 WU | 0% | 10.39% | $0.94 |
 PSA | 0% | 4.35% | $12 |
 FDX | 0% | 2.13% | $5.16 |
 BG | 0% | 2.95% | $2.7 |
 NOVO-B.CO | 0% | 3.82% | $9.4 |
 GSK.L | 0% | 3.46% | $0.59 |
 PRU.L | 0% | 1.64% | $0.28 |
 RTX | 0% | 1.59% | $2.44 |
 SW | 0% | 4.81% | $1.18 |
 ABBV | 0% | 2.9% | $6.06 |
 V | 0% | 0.74% | $2.01 |
 UNP | 0% | 2.33% | $5.2 |
 PII | 0% | 4.02% | $2.62 |
 CPR.MI | 0% | 1.1% | $0.07 |
 RY | 0% | 2.79% | $4.03 |
 TU | 0% | 8.86% | $1.11 |
 DPZ | 0% | 1.62% | $5.44 |
 BAYN.DE | 0% | 0.33% | $0.11 |
 TME | 0% | 0.95% | $0.12 |
 XIFR | 0% | 10.18% | $3.49 |
 NEM | 0% | 1.13% | $1.3 |
 2628.HK | 0% | 2.81% | $0.47 |
 TXN | 0% | 3.03% | $5.14 |
 K | 0% | 2.78% | $2.28 |
 EBAY | 0% | 1.42% | $1.04 |
 MC.PA | 0% | 2.06% | $13 |
 CAG | 0% | 8.22% | $1.4 |
 PSKY | 0% | 1.35% | $0.2 |
 WHR | 0% | 6.56% | $7 |
 M | 0% | 3.25% | $0.68 |
 BCE | 0% | 7.16% | $2.9 |
 ASML | 0% | 0.56% | $5.57 |
 ADT | 0% | 2.7% | $0.18 |
 SWK | 0% | 4.6% | $3.24 |
 SPGI | 0% | 0.77% | $3.62 |
 AEP | 0% | 3.19% | $3.47 |
 CPB | 0% | 5.27% | $1.48 |
 AGRO | 0% | 4.2% | $0.33 |
 GPC | 0% | 3.21% | $3.9 |
 HSY | 0% | 3.06% | $5.12 |
 BMO | 0% | 3.67% | $4.4 |
 KDP | 0% | 3.26% | $0.86 |
 LW | 0% | 2.47% | $1.28 |
 NSC | 0% | 1.85% | $5.4 |
 SIRI | 0% | 5.06% | $0.1 |
 BARC.L | 0% | 1.93% | $0.08 |
 BAX | 0% | 2.75% | $1.16 |
 RYAAY | 0% | 1.27% | $0.93 |
 MTCH | 0% | 2.28% | - |
 SRG.MI | 0% | 5.18% | $0.28 |
 CNH.US | 0% | 2.63% | $0.47 |
 ORK.OL | 0% | 3.73% | $3 |
 INTU | 0% | 0.7% | $3.6 |
 VLY | 0% | 3.83% | $0.44 |
 HR | 0% | 6.2% | $1.24 |
 DVN | 0% | 2.56% | $2.05 |
 COLB | 0% | 5.15% | $1.44 |
 NHY.OL | 0% | 3.06% | $2.5 |
 XEL | 0% | 2.89% | $2.13 |
 1109.HK | 0% | 4.87% | $1.58 |
 YUMC | 0% | 2.03% | $0.58 |
 STMMI.MI | 0% | 1.41% | $0.28 |
 HRL | 0% | 4.7% | $1.12 |
 HII | 0% | 1.77% | $5.14 |
 TPR | 0% | 1.35% | $1.4 |
 LMT | 0% | 3.01% | $12.45 |
 VFC | 0% | 1.93% | $0.57 |
 KMI | 0% | 4.33% | $1.14 |
 BBWI | 0% | 4.21% | $0.8 |
 RF | 0% | 3.97% | $0.96 |
 CFG | 0% | 3.12% | $1.68 |
 KVUE | 0% | 4.89% | $0.8 |
 ASML.NV | 0% | 0.68% | $6.1 |
 WDC | 0% | 0.29% | - |
 LDOS | 0% | 0.87% | $1.5 |
 IIPR | 0% | 14.78% | $7.34 |
 NXPI | 0% | 1.79% | $4.06 |
 GLPI | 0% | 7.09% | $2.98 |
 RHM.DE | 0% | 0.54% | $5.7 |
 SJM | 0% | 4.38% | $4.24 |
 AIR.PA | 0% | 1.02% | $1.8 |
 NVO | 0% | 2.59% | $0.98 |
 DUK | 0% | 3.58% | $4.1 |
 MCHP | 0% | 2.88% | $1.75 |
 IFF | 0% | 2.39% | $2.42 |
 CNXC | 0% | 3.68% | $1.18 |
 VICI | 0% | 6.23% | $1.66 |
 NTR | 0% | 3.67% | $2.14 |
 COF | 0% | 1.15% | $2.4 |
 QCOM | 0% | 2.03% | $3.25 |
 ATKR | 0% | 1.98% | $0.64 |
 DAL | 0% | 1.01% | $0.3 |
 TGNA | 0% | 2.58% | $0.47 |
 ACN | 0% | 2.23% | $4.99 |
 PYPL | 0% | 0.23% | - |
 BUD | 0% | 0.88% | $0.65 |
 PUM.DE | 0% | 2.92% | $0.82 |
 MA | 0% | 0.55% | $2.46 |
 WEN | 0% | 7.83% | $1 |
 EDU | 0% | 1.13% | - |
 VAC | 0% | 5.72% | $3 |
 LEA | 0% | 2.82% | $3.08 |
 HP | 0% | 3.3% | $1.68 |
 RPRX | 0% | 2.22% | $0.82 |
 ETN | 0% | 1.24% | $3.6 |
 CM | 0% | 3.23% | $2.6 |
 NOC | 0% | 1.63% | $7.67 |
 HEIA.NV | 0% | 2.73% | $1.73 |
 TROW | 0% | 4.88% | $4.92 |
 CEG | 0% | 0.43% | - |
 MTB | 0% | 2.95% | $5.25 |
 BF-B | 0% | 3.03% | $0.86 |
 HOG | 0% | 2.95% | $0.68 |
 LXP | 0% | 5.94% | $0.51 |
 ROCKB.CO | 0% | 2.92% | $43 |
 RCI | 0% | 3.8% | $1.48 |
 02020.HK | 0% | 3.05% | $1.97 |
 XRAY | 0% | 5.65% | $0.6 |
 MUR | 0% | 3.94% | $1.15 |
 CRI | 0% | 4.82% | $3.1 |
 EMN | 0% | 5.4% | $3.22 |
 RHI | 0% | 8.61% | $2.02 |
 EQNR | 0% | 4.72% | $1.02 |
 PLTK | 0% | 9.52% | $0.2 |
 MGA | 0% | 3.96% | $1.88 |
 MKC | 0% | 2.86% | $1.62 |
 AMAT | 0% | 0.67% | $1.44 |
 ABEV | 0% | 3.65% | $0.13 |
 TFX | 0% | 1.14% | $1.36 |
 GAW.L | 0% | 2.16% | $5.5 |
 LRCX | 0% | 0.62% | $8 |
 PRY.MI | 0% | 0.96% | $0.7 |
 SYK | 0% | 0.92% | $3.15 |
 NDAQ | 0% | 1.19% | $0.9 |
 MKTX | 0% | 1.91% | $2.92 |
 SON | 0% | 5.1% | $2.05 |
 NSP | 0% | 6.67% | $2.31 |
 NWL | 0% | 7.45% | $0.28 |
 TT | 0% | 0.93% | $3.27 |
 LEVI | 0% | 2.41% | $0.48 |
 META | 0% | 0.32% | $1 |
 EDEN.PA | 0% | 6.51% | $1.1 |
 HMC | 0% | 3.83% | $0.65 |
 GPN | 0% | 1.26% | $1 |
 GLW | 0% | 1.35% | $1.12 |
 GEF | 0% | 3.32% | $2.08 |
 PLD | 0% | 3.12% | $3.66 |
 OLN | 0% | 3.73% | $0.8 |
 LHX | 0% | 1.73% | $4.6 |
 PAYC | 0% | 0.92% | $1.5 |
 02319.HK | 0% | 3.77% | $0.54 |
 BRSL | 0% | 5.34% | $0.8 |
 SCHW | 0% | 1.15% | $1 |
 ASH | 0% | 2.83% | $1.56 |
 BDX | 0% | 2.17% | $3.76 |
 CF | 0% | 2.52% | $1.8 |
 AAPL | 0% | 0.36% | $0.97 |
 MCO | 0% | 0.77% | $3.24 |
 MTN | 0% | 6.3% | $8.56 |
 GL | 0% | 0.83% | $0.93 |
 CABO | 0% | 4.86% | $11.8 |
 CHRW | 0% | 1.58% | $2.44 |
 VSH | 0% | 2.68% | $0.4 |
 MDLZ | 0% | 3.42% | $1.7 |
 GOOGL | 0% | 0.26% | $0.2 |
 GGB | 0% | 2.79% | $0.22 |
 MONC.MI | 0% | 2.24% | $1.15 |
 APD | 0% | 2.77% | $7.04 |
 UI | 0% | 0.5% | $2.4 |
 CIVI | 0% | 6.58% | $2 |
 SMSN.L | 0% | 1.21% | $23.68 |
 PTEN | 0% | 5.1% | $0.32 |
 DHR | 0% | 0.54% | $1.05 |
 NEX.PA | 0% | 2.02% | $2.3 |
 PUK | 0% | 1.58% | $0.41 |
 MU | 0% | 0.2% | $0.46 |
 HUN | 0% | 7.89% | $0.98 |
 NDA.DE | 0% | 1.22% | $1.4 |
 AFG | 0% | 2.49% | $2.76 |
 INFY | 0% | 2.49% | $0.39 |
 CTVA | 0% | 1.07% | $0.64 |
 CL | 0% | 2.64% | $1.96 |
 HI | 0% | 2.83% | $0.89 |
 SIGI | 0% | 2.01% | $1.35 |
 SIE.DE | 0% | 2.26% | $4.7 |
 EA | 0% | 0.38% | $0.76 |
 ELV | 0% | 2.08% | $6.22 |
 TROX | 0% | 8.88% | $0.5 |
 CWT | 0% | 2.7% | $1.08 |
 DOX | 0% | 2.77% | $1.83 |
 LOW | 0% | 1.93% | $4.45 |
 SLB | 0% | 3.07% | $1.05 |
 AWK | 0% | 2.5% | $2.89 |
 CC.US | 0% | 3.95% | $1 |
 0700.HK | 0% | 0.74% | $3.4 |
 FOXA | 0% | 0.83% | $0.52 |
 CAP.PA | 0% | 2.4% | $3.4 |
 WTW | 0% | 1.16% | $3.44 |
 CE | 0% | 0.29% | $2.8 |
 REYN | 0% | 3.77% | $0.92 |
 AMP.MI | 0% | 2.16% | $0.29 |
 CNI | 0% | 2.59% | $2.42 |
 SBAC | 0% | 2.39% | $3.66 |
 NVTKL.L | 0% | 109.46% | - |
 SU.PA | 0% | 1.65% | $3.5 |
 SIG | 0% | 1.44% | $1.04 |
 AVGO | 0% | 0.62% | $19.7 |
 GOOG | 0% | 0.26% | $0.2 |
 ZBH | 0% | 1.04% | $0.96 |
 AAL.L | 0% | 0.82% | $0.77 |
 BWA | 0% | 1.3% | $0.44 |
 SNDR | 0% | 1.51% | $0.37 |
 BC | 0% | 2.45% | $1.64 |
 VRSK | 0% | 0.8% | $1.46 |
 BALL | 0% | 1.66% | $0.8 |
 MMS | 0% | 1.41% | $1.18 |
 WERN | 0% | 1.95% | $0.56 |
 NUE | 0% | 1.34% | $2.13 |
 ECL | 0% | 0.99% | $2.24 |
 NDSN | 0% | 1.34% | $2.72 |
 AIN | 0% | 2.25% | $1.03 |
 01211.HK | 0% | 1.47% | $3.41 |
 ST | 0% | 1.46% | $0.48 |
 TNET | 0% | 1.85% | $0.25 |
 ZTS | 0% | 1.63% | $1.67 |
 TRU | 0% | 0.55% | $0.42 |
 BYD | 0% | 0.86% | $0.66 |
 VC | 0% | 0.54% | - |
 BBD | 0% | 0.76% | $0.06 |
 AGCO | 0% | 1.1% | $1.16 |
 WYNN | 0% | 0.77% | $1 |
 BTU | 0% | 1.02% | $0.3 |
 SAIC | 0% | 1.69% | $1.48 |
 CARR | 0% | 1.66% | $0.76 |
 CNMD | 0% | 1.8% | $0.8 |
 FUL | 0% | 1.57% | $0.84 |
 TMO | 0% | 0.3% | $1.48 |
 KWR | 0% | 1.46% | $1.82 |
 UNF | 0% | 0.8% | $1.3 |
 NVDA | 0% | 0.02% | $0.02 |
 ICFI | 0% | 0.67% | $0.56 |
 SONY | 0% | 0.37% | $0.49 |
 LEG | 0% | 1.75% | $1.43 |
 CGNX | 0% | 0.86% | $0.3 |
 0968.HK | 0% | 1.3% | $0.23 |
 JBTM | 0% | 0.28% | $0.4 |
 WAB | 0% | 0.47% | $0.74 |
 FLG | 0% | 0.31% | $0.4 |
 WST | 0% | 0.3% | $0.8 |
 DBRG | 0% | 0.41% | $0.04 |
 SEB.US | 0% | 0.2% | $9 |
 FRCB | 0% | 36000% | $1.08 |
 VLTO | 0% | -0.43% | $-0.27 |
 PRX.NV | 0% | -0.38% | $-0.07 |
 SCCO | 0% | -2.19% | $-3.76 |
 VALT.L | 0% | -0.39% | - |
 GEHC | 0% | -0.17% | $-0.12 |
 ACLN.ZU | 0% | -2% | $-0.85 |
 GEV | 0% | -0.12% | - |
 SDZNY | 0% | -0.56% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
HON | Pay Day | Dec 5, 2025 | $1.19 |
LHX | Pay Day | Dec 5, 2025 | $1.20 |
TT | Ex-Dividend | Dec 5, 2025 | $0.94 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
MET | Pay Day | Dec 9, 2025 | $0.57 |
SPGI | Pay Day | Dec 10, 2025 | $0.96 |
SON | Pay Day | Dec 10, 2025 | $0.53 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
AMAT | Pay Day | Dec 11, 2025 | $0.46 |
TSM | Ex-Dividend | Dec 11, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
GLW | Pay Day | Dec 12, 2025 | $0.28 |
GRMN | Ex-Dividend | Dec 12, 2025 | $0.90 |
DOW | Pay Day | Dec 12, 2025 | $0.35 |
TSN | Pay Day | Dec 15, 2025 | $0.50 |
DPZ | Ex-Dividend | Dec 15, 2025 | $1.74 |
DUK | Pay Day | Dec 16, 2025 | $1.06 |
 EWY | Pay Day | Dec 20, 2025 | $0.00 |
 INDA | Pay Day | Dec 20, 2025 | $0.00 |
DPZ | Pay Day | Dec 26, 2025 | $1.74 |
GRMN | Pay Day | Dec 26, 2025 | $0.90 |
 TAN | Pay Day | Dec 27, 2025 | $0.00 |
BATS.L | Ex-Dividend | Dec 29, 2025 | $0.76 |
LMT | Pay Day | Dec 30, 2025 | $3.45 |
GS | Pay Day | Dec 30, 2025 | $4.00 |
TT | Pay Day | Dec 31, 2025 | $0.94 |
RF | Pay Day | Jan 2, 2026 | $0.26 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
TSM | Pay Day | Jan 8, 2026 | $0.84 |
BATS.L | Pay Day | Feb 4, 2026 | $0.76 |
Performance Metrics
Score 3/10
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-6.06
-6.06
-7
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
0.95
0.95
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-6.06
-6.06
-7
0
2
4.5
4.5
Omega Ratio
0.66
0.66
0
1
1.5
2.5
2.5
Treynor Ratio
0.39
0.39
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.22
High:
SON
4,264.95SONLow:
Z
-536.04ZDetails
PEG Ratio
231.44
High:
AMAT
6,471.57AMATLow:
CALX.US
-803.6CALX.USDetails
Price/Book
5.94
High:
RBLX
158.6RBLXLow:
ABBV
-154.02ABBVDetails
Price/Sales
4.31
High:
SPCE
155.18SPCELow:
FRCB
0FRCBDetails
Price/CF
18.81
High:
FTRE
511.94FTRELow:
2628.HK
0.772628.HKDetails
Price/FCF
39.86
High:
NUE
5,649.81NUELow:2628.HK
0.832628.HKDetails
P/E Ratio
31.22
High:SON
4,264.95SONLow:Z
-536.04ZDetails
PEG Ratio
231.44
High:AMAT
6,471.57AMATLow:CALX.US
-803.6CALX.USDetails
Price/Book
5.94
High:RBLX
158.6RBLXLow:ABBV
-154.02ABBVDetails
Price/Sales
4.31
High:SPCE
155.18SPCELow:FRCB
0FRCBDetails
Price/CF
18.81
High:FTRE
511.94FTRELow:2628.HK
0.772628.HKDetails
Price/FCF
39.86
High:NUE
5,649.81NUELow:2628.HK
0.832628.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-40.39% | Dec 2017 | May 2021 | 41 |
-22.87% | Nov 2021 | Jul 2023 | 20 |
-9.1% | Aug 2023 | Dec 2023 | 4 |
-5.61% | Mar 2025 | Jun 2025 | 3 |
-3.41% | Jun 2021 | Oct 2021 | 4 |
-3.37% | Apr 2024 | Jul 2024 | 3 |
-3.08% | Dec 2024 | Jan 2025 | 1 |
-1.15% | Oct 2024 | Nov 2024 | 1 |
-0.78% | Jan 2024 | Feb 2024 | 1 |