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-0.22%
Today
+1.64%
This Month
+8.48%
Year To Date
+26.6%
2 Years
-50.39%
5 Years
-17.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.58%
- 💻 Electronic Technology9.34%
- 💰 Finance8.79%
- 🪨 Non Energy Minerals6.14%
- 🛠️ Producer Manufacturing6.06%
- 🖥️ Technology Services5.87%
- 🪙 Cryptocurrencies5.57%
- 💵 Cash4.65%
- 🧬 Health Technology3.77%
- 🚚 Transportation2.97%
- 🚗 Consumer Durables2.52%
- 🧪 Process Industries2.45%
- 🛍️ Retail Trade2.43%
- 💇♀️ Consumer Services2.05%
- 🍞 Consumer Non Durables1.98%
- ⛏️ Energy Minerals1.71%
- 🏭 Industrial Services1.35%
- 💼 Commercial Services1.31%
- 🏥 Health Services1.07%
- ⚡ Utilities0.96%
- ❓ Other0.53%
- 📦 Distribution Services0.18%
- 📡 Communications0.15%
- 🧩 Miscellaneous0.11%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.74%
- 🇺🇸 Nasdaq20.1%
- 🌍 Digital Currency5.57%
- 🇩🇪 FRA4.31%
- 🇬🇧 LSE4.12%
- 🇺🇸 Chicago Board Options Exchange3.1%
- 🇳🇱 Euronext Amsterdam2.84%
- 🇫🇷 Euronext Paris2.36%
- 🇭🇰 Hong Kong Exchanges2.09%
- 🇫🇮 Helsinki Stock Exchange1.92%
- 🇸🇪 Stockholm Stock Exchange1.61%
- 🇳🇴 Oslo Stock Exchange1.39%
- 🇩🇪 Xetra ETFs1.36%
- 🇨🇭 SIX1.18%
- 🇧🇪 Euronext Brussels0.56%
- 🇮🇹 Borsa Italiana0.52%
- 🇦🇺 Sydney0.5%
- 🇪🇸 Bolsa De Madrid0.49%
- 🇩🇰 Copenhagen Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States29.35%
- 🇩🇪 Germany4.57%
- 🇳🇱 Netherlands4.07%
- 🇬🇧 United Kingdom3.09%
- 🇨🇳 China2.69%
- 🇫🇷 France2.36%
- 🇸🇪 Sweden2.16%
- 🇳🇴 Norway1.39%
- 🇫🇮 Finland1.37%
- 🇨🇭 Switzerland1.18%
- 🇨🇦 Canada1.11%
- 🇹🇼 Taiwan1.09%
- 🇱🇺 Luxembourg1%
- 🇰🇷 South Korea0.94%
- 🇬🇷 Greece0.75%
- 🇧🇷 Brazil0.65%
- 🇧🇪 Belgium0.56%
- 🇮🇱 Israel0.52%
- 🇦🇺 Australia0.5%
- 🇪🇸 Spain0.49%
- 🇧🇲 Bermuda0.44%
- 🇿🇦 South Africa0.26%
- 🇩🇰 Denmark0.14%
- 🇭🇰 Hong Kong0.09%
- 🇷🇺 Russia0.01%
Dividends
Dividend Yield
2.61%
190 out of 283 instruments pay dividend.
28 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BOAT | 0.11% | 15.15% | - |
 GSBD | 0.1% | 15.88% | - |
 MJ | 0.08% | 14.05% | - |
 GBDC | 0.06% | 10.4% | - |
 VALE | 0.05% | 7.83% | $1.33 |
 SBLK | 0.05% | 8.72% | $1.82 |
 BRZU | 0.05% | 5.8% | - |
 PFE | 0.04% | 7.35% | $1.66 |
 STLAM.MI | 0.04% | 7.92% | $1.55 |
 RIO.L | 0.04% | 7.03% | $3.41 |
 UPS | 0.04% | 6.73% | $6.5 |
 XIFR | 0.04% | 41.87% | $3.49 |
 AES | 0.04% | 6.68% | $0.68 |
 EWZ | 0.03% | 7.43% | - |
 SOLB.BR | 0.03% | 5.81% | - |
 SDR.L | 0.03% | 5.83% | $0.22 |
 SDIV | 0.03% | 11.1% | - |
 GUSH | 0.03% | 4.27% | - |
 HST | 0.03% | 5.19% | $0.78 |
 IAPD.L | 0.03% | 9.65% | - |
 BME.L | 0.03% | 5.27% | $0.15 |
 MBG.DE | 0.03% | 8.35% | $5.3 |
 VOW3.DE | 0.03% | 6.83% | $9.06 |
 NHY.OL | 0.03% | 4.13% | $2.5 |
 KRBN | 0.03% | 7.5% | - |
 TMF | 0.02% | 4.06% | - |
 SLB | 0.02% | 3.36% | $1.05 |
 UMC | 0.02% | 4.64% | $0.36 |
 TWEKA.NV | 0.02% | 3.97% | $1.7 |
 KSS | 0.02% | 14.94% | $2 |
 SSABAH.HE | 0.02% | 4.33% | $0.43 |
 IBZL.L | 0.02% | 6.41% | - |
 KHC | 0.02% | 6.05% | $1.6 |
 PSQ | 0.02% | 6.31% | - |
 SKA-B.ST | 0.02% | 3.44% | $5.5 |
 AGN.NV | 0.02% | 5.58% | $0.3 |
 RMR | 0.02% | 11.78% | $1.65 |
 SDOW | 0.02% | 7.16% | - |
 NAT | 0.02% | 10.55% | $0.43 |
 FLKR | 0.02% | 6.4% | - |
 AGRO | 0.02% | 3.88% | $0.33 |
 XOP | 0.02% | 2.93% | - |
 SH | 0.02% | 5.35% | - |
 UBSG.ZU | 0.02% | 2.74% | $0.64 |
 SQQQ | 0.02% | 9.2% | - |
 TW.L | 0.02% | 8.38% | $0.1 |
 SBSW | 0.02% | 6.83% | $0.3 |
 GES | 0.02% | 10.79% | $1.2 |
 SDS | 0.02% | 6.95% | - |
 SPXU | 0.02% | 7.57% | - |
 WY | 0.02% | 3.08% | $0.78 |
 STERV.HE | 0.02% | 2.88% | $0.1 |
 NESTE.HE | 0.02% | 2.12% | $1.2 |
 LMT | 0.02% | 2.75% | $12.45 |
 LIGHT.NV | 0.02% | 7.17% | $1.55 |
 LIO.L | 0.02% | 18.44% | $0.72 |
 LHA.DE | 0.02% | 4.22% | $0.3 |
 RIO | 0.02% | 6.73% | $4.34 |
 GSL | 0.02% | 7.41% | $1.5 |
 PAH3.DE | 0.01% | 5.55% | $2.56 |
 SRTY | 0.01% | 6.76% | - |
 HUN | 0.01% | 8.8% | $0.98 |
 BOL.ST | 0.01% | 2.53% | $7.5 |
 DOW | 0.01% | 9.95% | $2.8 |
 IPH.ASX | 0.01% | 7.55% | $0.34 |
 BP.L | 0.01% | 6.88% | $0.23 |
 BLMN | 0.01% | 10.64% | $0.96 |
 BKLN | 0.01% | 8.05% | - |
 SIE.DE | 0.01% | 2.38% | $4.7 |
 CA.PA | 0.01% | 7.17% | $0.87 |
 CNXC | 0.01% | 2.3% | $1.18 |
 VOLV-A.ST | 0.01% | 3.03% | $7.5 |
 FDX | 0.01% | 2.54% | $5.16 |
 SOXL | 0.01% | 2.88% | - |
 SMSN.L | 0.01% | 2.13% | $23.68 |
 GS | 0.01% | 1.98% | $11 |
 JDST | 0.01% | 10.28% | - |
 JPM | 0.01% | 2.02% | $4.4 |
 IXC | 0.01% | 4.69% | - |
 DUST | 0.01% | 8.24% | - |
 HEI.DE | 0.01% | 1.83% | $3 |
 SPXS | 0.01% | 5.13% | - |
 BLK | 0.01% | 2.1% | $20.2 |
 ABDN.L | 0.01% | 8.14% | $0.15 |
 LABD | 0.01% | 4.18% | - |
 BLV | 0.01% | 4.61% | - |
 DBO | 0.01% | 5.58% | - |
 INTC | 0.01% | 2.48% | $0.5 |
 IBE.MC | 0.01% | 3.23% | $0.45 |
 NOC | 0.01% | 1.75% | $7.67 |
 REP.MC | 0.01% | 6.61% | $0.73 |
 PLYM | 0.01% | 5.98% | $0.93 |
 KNOP | 0.01% | 1.61% | $0.1 |
 FAZ | 0.01% | 7.13% | - |
 CVS | 0.01% | 4.23% | $2.54 |
 00017.HK | 0.01% | 10.18% | $0.5 |
 TLT | 0.01% | 4.21% | - |
 ERX | 0.01% | 3.37% | - |
 TZA | 0.01% | 4.26% | - |
 GUNR | 0.01% | 3.52% | - |
 BESI.NV | 0.01% | 1.97% | $2.15 |
 SU.PA | 0.01% | 1.72% | $3.5 |
 YINN | 0.01% | 1.77% | - |
 PANL | 0.01% | 7.74% | $0.4 |
 OGZDL.L | 0.01% | 67.74% | - |
 CVX | 0.01% | 4.87% | $6.28 |
 CMCSA | 0.01% | 3.75% | $1.2 |
 IEML.L | 0.01% | 5.94% | - |
 ATKR | 0.01% | 1.93% | $0.64 |
 EWH | 0.01% | 3.98% | - |
 NAIL | 0.01% | 1.52% | - |
 NESN.ZU | 0.01% | 3.5% | $3 |
 EWW | 0.01% | 3.61% | - |
 CDI.PA | 0.01% | 2.96% | $13 |
 FCX | 0.01% | 1.43% | $0.6 |
 IQQH.DE | 0.01% | 2.62% | - |
 IEF | 0.01% | 3.61% | - |
 THD | 0.01% | 3.47% | - |
 TNA | 0.01% | 1.82% | - |
 VPK.NV | 0.01% | 3.94% | $1.5 |
 SOXS | 0.01% | 5.28% | - |
 UNH | 0.01% | 2.89% | $7.74 |
 TQQQ | 0.01% | 1.79% | - |
 COMT | 0.01% | 5.11% | - |
 TSM | 0.01% | 1.11% | $1.74 |
 WYNN | 0.01% | 1.18% | $1 |
 ICLN | 0.01% | 1.78% | - |
 AI.PA | 0.01% | 1.79% | $2.91 |
 PDBC | 0.01% | 4.63% | - |
 SZG.DE | 0.01% | 0.96% | $0.45 |
 BLOK | 0.01% | 6.44% | - |
 ABBN.ZU | 0.01% | 1.9% | $0.87 |
 HPQ | 0.01% | 4.6% | $1.1 |
 0700.HK | 0.01% | 0.88% | $3.4 |
 SOXX | 0.01% | 0.81% | - |
 LEG | 0% | 2.19% | $1.43 |
 BEI.DE | 0% | 0.84% | $1 |
 SBRY.L | 0% | 4.98% | $0.13 |
 ASML | 0% | 0.79% | $5.57 |
 SPXL | 0% | 1.04% | - |
 GAW.L | 0% | 3.24% | $5.5 |
 LIT | 0% | 1.03% | - |
 B | 0% | 1.93% | $0.4 |
 CHRD | 0% | 5.49% | $5 |
 XLB | 0% | 2.02% | - |
 SIG | 0% | 1.65% | $1.04 |
 QDVY.DE | 0% | 5.99% | - |
 9988.HK | 0% | 0.87% | $0.98 |
 UUP | 0% | 4.81% | - |
 IS3L.DE | 0% | 4.93% | - |
 01211.HK | 0% | 1.05% | $3.41 |
 FAS | 0% | 0.88% | - |
 ASM.NV | 0% | 0.61% | $2.75 |
 EQT | 0% | 1.14% | $0.62 |
 QCLN | 0% | 1.14% | - |
 NOVO-B.CO | 0% | 2.39% | $9.4 |
 BN.US | 0% | 0.57% | $0.3 |
 OIH | 0% | 2.6% | - |
 DRIP | 0% | 3.16% | - |
 IYE | 0% | 3.02% | - |
 TBT | 0% | 4.61% | - |
 SMH | 0% | 0.51% | - |
 LABU.US | 0% | 0.42% | - |
 MU | 0% | 0.43% | $0.46 |
 PUM.DE | 0% | 2.81% | $0.82 |
 ASHR | 0% | 1.16% | - |
 XLE | 0% | 3.55% | - |
 TAN | 0% | 0.58% | - |
 AAPL | 0% | 0.5% | $0.97 |
 VIV.PA | 0% | 1.39% | $0.25 |
 GOOG | 0% | 0.47% | $0.2 |
 UPRO | 0% | 1.31% | - |
 JOE | 0% | 1.23% | $0.48 |
 INDA | 0% | 0.74% | - |
 LDOS | 0% | 1.1% | $1.5 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 MSFT | 0% | 0.69% | $3 |
 NOBL | 0% | 2.16% | - |
 GOOGL | 0% | 0.48% | $0.2 |
 SHEN | 0% | 0.76% | $0.09 |
 IUSC.DE | 0% | 4.76% | - |
 PRX.NV | 0% | 0.21% | $0.07 |
 UDOW | 0% | 1.43% | - |
 SDF.DE | 0% | 0.91% | $0.7 |
 SSO | 0% | 0.97% | - |
 AG | 0% | 0.23% | $0.02 |
 PAVE | 0% | 0.57% | - |
 XBI | 0% | 0.17% | - |
 META | 0% | 0.3% | $1 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CHRD | Pay Day | Jun 9, 2025 | $1.30 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JOE | Ex-Dividend | Jun 10, 2025 | $0.14 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
KSS | Ex-Dividend | Jun 11, 2025 | $0.12 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
NAT | Ex-Dividend | Jun 12, 2025 | $0.07 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
HUN | Ex-Dividend | Jun 13, 2025 | $0.25 |
WY | Pay Day | Jun 13, 2025 | $0.21 |
LEG | Ex-Dividend | Jun 13, 2025 | $0.05 |
DOW | Pay Day | Jun 13, 2025 | $0.70 |
GBDC | Ex-Dividend | Jun 13, 2025 | $0.39 |
GSBD | Pay Day | Jun 13, 2025 | $0.32 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
B | Pay Day | Jun 16, 2025 | $0.10 |
AGN.NV | Ex-Dividend | Jun 16, 2025 | $0.20 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
PANL | Pay Day | Jun 16, 2025 | $0.05 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
SBLK | Pay Day | Jun 20, 2025 | $0.05 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
KSS | Pay Day | Jun 25, 2025 | $0.12 |
META | Pay Day | Jun 26, 2025 | $0.52 |
BME.L | Ex-Dividend | Jun 26, 2025 | $0.13 |
JOE | Pay Day | Jun 26, 2025 | $0.14 |
NAT | Pay Day | Jun 26, 2025 | $0.07 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
GBDC | Pay Day | Jun 27, 2025 | $0.39 |
HUN | Pay Day | Jun 30, 2025 | $0.25 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
AGN.NV | Pay Day | Jul 7, 2025 | $0.20 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
SBRY.L | Pay Day | Jul 11, 2025 | $0.13 |
LEG | Pay Day | Jul 15, 2025 | $0.05 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
SIG | Ex-Dividend | Jul 25, 2025 | $0.32 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
BME.L | Pay Day | Aug 1, 2025 | $0.13 |
SIG | Pay Day | Aug 22, 2025 | $0.32 |
STERV.HE | Ex-Dividend | Sep 24, 2025 | $0.12 |
MJ | Pay Day | Sep 30, 2025 | $0.72 |
STERV.HE | Pay Day | Oct 2, 2025 | $0.12 |
KRBN | Pay Day | Dec 18, 2025 | $2.08 |
COMT | Pay Day | Dec 20, 2025 | $0.00 |
IXC | Pay Day | Dec 20, 2025 | $0.84 |
EWZ | Pay Day | Dec 20, 2025 | $0.00 |
EWW | Pay Day | Dec 20, 2025 | $1.58 |
THD | Pay Day | Dec 20, 2025 | $0.77 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
EWH | Pay Day | Dec 20, 2025 | $0.34 |
ICLN | Pay Day | Dec 20, 2025 | $0.11 |
OIH | Pay Day | Dec 24, 2025 | $5.44 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
PDBC | Pay Day | Dec 27, 2025 | $0.00 |
IS3L.DE | Pay Day | Dec 27, 2025 | $0.00 |
DBO | Pay Day | Dec 27, 2025 | $0.67 |
TAN | Pay Day | Dec 27, 2025 | $0.17 |
UUP | Pay Day | Dec 27, 2025 | $1.32 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
FLKR | Pay Day | Dec 30, 2025 | $0.06 |
BLOK | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 2.1/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.78
-0.78
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.85
-0.85
-1
1
2
3
3
Jensen's Alpha
-21.9
-21.9
-22
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-1.22
-1.22
-2
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.78
-0.78
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.85
-0.85
-1
1
2
3
3
Jensen's Alpha
-21.9
-21.9
-22
0
2
4.5
4.5
Omega Ratio
0.29
0.29
0
1
1.5
2.5
2.5
Treynor Ratio
-1.71
-1.71
-2
0.75
1.25
2
2
Information Ratio
-1.22
-1.22
-2
0.3
0.6
1
1
Calmar Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
23.08
High:
PLTR
567.73PLTRLow:
CRWD
-659.17CRWDDetails
PEG Ratio
132.49
High:
CBRE
2,287.21CBRELow:
PATH
-474.99PATHDetails
Price/Book
3.89
High:PLTR
56.56PLTRLow:
NIO
-144.34NIODetails
Price/Sales
3.1
High:PLTR
106.55PLTRLow:
QVCGA
0QVCGADetails
Price/CF
15.85
High:
LSPD
239.29LSPDLow:QVCGA
0.18QVCGADetails
Price/FCF
35.9
High:
BESI.NV
1,383.94BESI.NVLow:QVCGA
0.33QVCGADetails
P/E Ratio
23.08
High:PLTR
567.73PLTRLow:CRWD
-659.17CRWDDetails
PEG Ratio
132.49
High:CBRE
2,287.21CBRELow:PATH
-474.99PATHDetails
Price/Book
3.89
High:PLTR
56.56PLTRLow:NIO
-144.34NIODetails
Price/Sales
3.1
High:PLTR
106.55PLTRLow:QVCGA
0QVCGADetails
Price/CF
15.85
High:LSPD
239.29LSPDLow:QVCGA
0.18QVCGADetails
Price/FCF
35.9
High:BESI.NV
1,383.94BESI.NVLow:QVCGA
0.33QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.44% | Dec 2021 | - | 43 |