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+0.01%
Today
-5.38%
This Month
-5.48%
Year To Date
+6.44%
2 Years
-34.88%
5 Years
-11.28%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance20.37%
- 🚚 Transportation14.43%
- 🍞 Consumer Non Durables10.16%
- 🛍️ Retail Trade8.29%
- 🚗 Consumer Durables6.86%
- 🪨 Non Energy Minerals6.27%
- 🧬 Health Technology5.22%
- 💇♀️ Consumer Services3.93%
- 💼 Commercial Services3.48%
- 🛠️ Producer Manufacturing3.2%
- 🖥️ Technology Services3.2%
- 👥 Copy Trading3.13%
- 💻 Electronic Technology2.58%
- 📡 Communications1.41%
- ⚡ Utilities1.05%
- 🪙 Cryptocurrencies0.89%
- 📊 ETFs0.84%
- ⛏️ Energy Minerals0.78%
- 🧪 Process Industries0.77%
- 📦 Distribution Services0.76%
- 🏥 Health Services0.71%
- 🏭 Industrial Services0.56%
- 💵 Cash0.34%
Exchanges Breakdown
- Exchange
- Total
- 🇬🇧 LSE36.94%
- 🇺🇸 NYSE25.62%
- 🇺🇸 Nasdaq14.65%
- 🇩🇪 FRA4.77%
- 🇭🇰 Hong Kong Exchanges4.3%
- 🇫🇷 Euronext Paris3.91%
- 🇩🇰 Copenhagen Stock Exchange3.78%
- 🇳🇴 Oslo Stock Exchange1.25%
- 🌍 Digital Currency1%
- 🇨🇭 SIX0.91%
- 🇳🇱 Euronext Amsterdam0.61%
- 🇸🇪 Stockholm Stock Exchange0.41%
- 🇸🇦 Tadawul0.3%
- 🇧🇪 Euronext Brussels0.3%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇮🇹 Borsa Italiana0.03%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom40.06%
- 🇺🇸 United States25.69%
- 🇩🇪 Germany5.22%
- 🇨🇳 China4.35%
- 🇫🇷 France3.91%
- 🇩🇰 Denmark3.78%
- 🇧🇷 Brazil2.41%
- 🇨🇦 Canada2.32%
- 🇭🇰 Hong Kong1.93%
- 🇨🇭 Switzerland1.26%
- 🇳🇴 Norway1.25%
- 🇦🇺 Australia0.93%
- 🇮🇱 Israel0.92%
- 🇳🇱 Netherlands0.65%
- 🇸🇪 Sweden0.41%
- 🇸🇦 Saudi Arabia0.3%
- 🇧🇪 Belgium0.3%
- 🇨🇾 Cyprus0.27%
- 🇮🇪 Ireland0.23%
- 🇬🇷 Greece0.18%
- 🇲🇽 Mexico0.14%
- 🇿🇦 South Africa0.09%
- 🇯🇵 Japan0.09%
- 🇪🇸 Spain0.08%
- 🇬🇮 Gibraltar0.05%
- 🇫🇮 Finland0.04%
- 🇱🇺 Luxembourg0.02%
- 🇹🇼 Taiwan0.01%
- 🇦🇹 Austria0.01%
- 🇷🇺 Russia0%
- 🇮🇹 Italy0%
Dividends
Dividend Yield
19.17%
119 out of 235 instruments pay dividend.
37 dividend payments in the next 30 days.
Highest Dividend: $FRCB (56842.11%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ESKN.L | 14.42% | 25041.74% | - |
 ABDN.L | 0.5% | 10.51% | $0.15 |
 MAERSKB.CO | 0.32% | 10.45% | $515 |
 BATS.L | 0.27% | 7.62% | $2.36 |
 AGR.L | 0.24% | 7.03% | $0.03 |
 VALE | 0.2% | 8.2% | $1.33 |
 GNL | 0.2% | 13.39% | $1.38 |
 BRBY.L | 0.19% | 9.25% | $0.61 |
 TW.L | 0.17% | 8.43% | $0.1 |
 MNG.L | 0.12% | 10.28% | $0.2 |
 RIO | 0.11% | 6.87% | $4.34 |
 PAH3.DE | 0.11% | 5.68% | $2.56 |
 KHC | 0.1% | 5.43% | $1.6 |
 WHR | 0.1% | 8.88% | $7 |
 LIO.L | 0.1% | 22.12% | $0.72 |
 WBA | 0.09% | 9.18% | $1.46 |
 JKS | 0.09% | 18.27% | $1.48 |
 EZJ.L | 0.09% | 2.59% | $0.05 |
 ZIM | 0.08% | 51.78% | $0.23 |
 00017.HK | 0.07% | 10.18% | $0.5 |
 CA.PA | 0.07% | 6.96% | $0.87 |
 LHA.DE | 0.07% | 4.88% | $0.3 |
 MCG.L | 0.06% | 2.42% | $0.07 |
 PFE | 0.06% | 7.63% | $1.66 |
 GEN.L | 0.06% | 3.54% | $0.12 |
 ANTIN.PA | 0.05% | 7.63% | $0.71 |
 ARR | 0.05% | 20.14% | $3.84 |
 BHP | 0.05% | 5.27% | $3.01 |
 HLAG.DE | 0.05% | 6.1% | $9.25 |
 TGT | 0.05% | 4.81% | $4.42 |
 MONY.L | 0.05% | 6.51% | $0.12 |
 CMCX | 0.04% | 4.46% | $0.05 |
 RUI.PA | 0.04% | 7.17% | $1.98 |
 LGEN.L | 0.04% | 8.61% | $0.2 |
 VZ | 0.04% | 6.13% | $2.66 |
 DEC.L | 0.04% | 10.08% | $1.83 |
 RI.PA | 0.04% | 5.08% | $4.7 |
 PRU.L | 0.04% | 2.25% | $0.28 |
 TPK.L | 0.03% | 2.8% | $0.18 |
 HFD.L | 0.03% | 5.67% | $0.1 |
 00966.HK | 0.03% | 3.38% | $0.3 |
 PSN.L | 0.03% | 4.96% | $0.6 |
 NESN.ZU | 0.03% | 3.47% | $3 |
 aharirchian | 0.03% | 1.44% | - |
 TCAP.L | 0.02% | 6.58% | $0.15 |
 SPX.L | 0.02% | 2.83% | $1.6 |
 HMSO.L | 0.02% | 6.16% | $0.02 |
 TWO | 0.02% | 16.41% | $1.8 |
 SAOC | 0.02% | 6.74% | $1.87 |
 ALB | 0.02% | 3.05% | $1.6 |
 T | 0.02% | 4.09% | $1.11 |
 1530.HK | 0.02% | 2.09% | $0.25 |
 TEP.PA | 0.02% | 4.7% | $3.85 |
 MGN.OL | 0.02% | 2.7% | - |
 MBG.DE | 0.02% | 8.57% | $5.3 |
 NOVO-B.CO | 0.01% | 2.73% | $9.4 |
 STJ.L | 0.01% | 2.01% | $0.24 |
 LUV | 0.01% | 2.91% | $0.72 |
 GSK | 0.01% | 4.26% | $1.45 |
 EL | 0.01% | 3.71% | $2.64 |
 VCT.L | 0.01% | 7.38% | $0.6 |
 MMM | 0.01% | 2.17% | $5.21 |
 F | 0.01% | 7.79% | $0.78 |
 PRGO | 0.01% | 4.42% | $1.1 |
 BT.L | 0.01% | 4.89% | $0.08 |
 00384.HK | 0.01% | 7.35% | $0.55 |
 PUK | 0.01% | 2.23% | $0.41 |
 BABA | 0.01% | 0.9% | $0.98 |
 9988.HK | 0.01% | 0.9% | $0.98 |
 RIO.L | 0.01% | 7.03% | $3.41 |
 JDW.L | 0.01% | 2.59% | - |
 VOW3.DE | 0.01% | 7.1% | $9.06 |
 DIS | 0.01% | 1.18% | $0.75 |
 DHR | 0.01% | 0.6% | $1.05 |
 COLR.BR | 0.01% | 2.32% | $0.98 |
 FAF | 0.01% | 3.63% | $2.12 |
 VOD | 0.01% | 7.48% | $0.94 |
 AV.L | 0.01% | 6.79% | $0.33 |
 HSBC | 0.01% | 6.25% | $3.03 |
 SharonConnolly | 0.01% | 0.43% | - |
 SVSTL.L | 0% | 2546.05% | - |
 SVITZR.CO | 0% | 2.91% | - |
 ADEN.ZU | 0% | 4.63% | $2.5 |
 LLOY.L | 0% | 4.51% | $0.03 |
 MNODL.L | 0% | 473.72% | - |
 DPZ | 0% | 1.34% | $5.44 |
 JNJ | 0% | 3.19% | $4.81 |
 FRES.L | 0% | 2.43% | $0.05 |
 IRT | 0% | 3.34% | $0.64 |
 ADS.DE | 0% | 1.01% | $0.7 |
 GPN | 0% | 1.44% | $1 |
 CVS | 0% | 3.95% | $2.54 |
 UPS | 0% | 6.77% | $6.5 |
 AU | 0% | 2.1% | $0.22 |
 DVN | 0% | 4.12% | $2.05 |
 JWN | 0% | 3.19% | $0.76 |
 EVR.L | 0% | 17.85% | - |
 FL | 0% | 1.89% | $1.6 |
 NKE | 0% | 2.76% | $1.45 |
 BN.PA | 0% | 2.91% | $2.1 |
 HM-B.ST | 0% | 4.87% | $6.5 |
 SSPG.L | 0% | 2.45% | $0.04 |
 DLG.L | 0% | 2.55% | $0.04 |
 GFI | 0% | 1.85% | $0.31 |
 IDS.L | 0% | 0.55% | $0.02 |
 JD.US | 0% | 2.82% | $0.74 |
 CPG.L | 0% | 1.87% | $0.44 |
 SWK | 0% | 5.72% | $3.24 |
 GOLD.BARRICK | 0% | 1.91% | $0.4 |
 HEIA.NV | 0% | 2.35% | $1.73 |
 BVB.DE | 0% | 1.97% | - |
 ENG.MC | 0% | 2.43% | $1.41 |
 MDU | 0% | 3.07% | $0.5 |
 NTDOY | 0% | 0.97% | $0.24 |
 JD.L | 0% | 1.24% | $0.01 |
 VTS | 0% | 10.13% | $2.03 |
 SCATC.OL | 0% | 0.22% | - |
 NVDA | 0% | 0.04% | $0.02 |
 FRCB | 0% | 56842.11% | $1.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
IRT | Pay Day | Apr 21, 2025 | $0.16 |
 PG (aharirchian) | Ex-Dividend | Apr 21, 2025 | $1.06 |
CVS | Ex-Dividend | Apr 22, 2025 | $0.66 |
 APA (aharirchian) | Ex-Dividend | Apr 22, 2025 | $0.25 |
 DELL (aharirchian) | Ex-Dividend | Apr 22, 2025 | $0.52 |
HEIA.NV | Ex-Dividend | Apr 23, 2025 | $1.26 |
HMSO.L | Ex-Dividend | Apr 24, 2025 | $0.10 |
LGEN.L | Ex-Dividend | Apr 24, 2025 | $0.20 |
SPX.L | Ex-Dividend | Apr 24, 2025 | $1.52 |
HMSO.L (aharirchian) | Ex-Dividend | Apr 24, 2025 | $0.10 |
 KIE.L (aharirchian) | Ex-Dividend | Apr 24, 2025 | $0.03 |
 FABG.ST (aharirchian) | Ex-Dividend | Apr 24, 2025 | $0.05 |
 MC.PA (SharonConnolly) | Ex-Dividend | Apr 24, 2025 | $8.54 |
 QQQ (SharonConnolly) | Pay Day | Apr 24, 2025 | $0.72 |
HSBC | Pay Day | Apr 25, 2025 | $1.80 |
DHR | Pay Day | Apr 25, 2025 | $0.32 |
 ENT.L (aharirchian) | Pay Day | Apr 25, 2025 | $0.12 |
 ASML (aharirchian) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 PSEC (aharirchian) | Ex-Dividend | Apr 28, 2025 | $0.04 |
MC.PA (SharonConnolly) | Pay Day | Apr 28, 2025 | $8.54 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
LLOY.L | Pay Day | Apr 29, 2025 | $0.03 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
TWO | Pay Day | Apr 29, 2025 | $0.45 |
ARR (aharirchian) | Pay Day | Apr 29, 2025 | $0.24 |
JDW.L | Ex-Dividend | Apr 30, 2025 | $0.05 |
 AGNC (aharirchian) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 EOG (aharirchian) | Pay Day | Apr 30, 2025 | $0.98 |
 STAG (aharirchian) | Ex-Dividend | Apr 30, 2025 | $0.12 |
FABG.ST (aharirchian) | Pay Day | Apr 30, 2025 | $0.05 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
CVS | Pay Day | May 1, 2025 | $0.66 |
GEN.L | Ex-Dividend | May 1, 2025 | $0.11 |
 ALLY (aharirchian) | Ex-Dividend | May 1, 2025 | $0.30 |
 O (aharirchian) | Ex-Dividend | May 1, 2025 | $0.27 |
HEIA.NV | Pay Day | May 2, 2025 | $1.26 |
DELL (aharirchian) | Pay Day | May 2, 2025 | $0.52 |
 COST (SharonConnolly) | Ex-Dividend | May 2, 2025 | $1.30 |
BN.PA | Ex-Dividend | May 5, 2025 | $2.15 |
ASML (aharirchian) | Pay Day | May 6, 2025 | $1.92 |
BN.PA | Pay Day | May 7, 2025 | $2.15 |
HM-B.ST | Ex-Dividend | May 8, 2025 | $0.31 |
 MAIN (aharirchian) | Ex-Dividend | May 8, 2025 | $0.25 |
MNG.L | Pay Day | May 9, 2025 | $0.18 |
AGNC (aharirchian) | Pay Day | May 9, 2025 | $0.12 |
 AXP (SharonConnolly) | Pay Day | May 9, 2025 | $0.82 |
 MA (SharonConnolly) | Pay Day | May 9, 2025 | $0.76 |
 APD (aharirchian) | Pay Day | May 12, 2025 | $1.79 |
ABDN.L | Pay Day | May 13, 2025 | $0.09 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
PRU.L | Pay Day | May 14, 2025 | $0.16 |
HM-B.ST | Pay Day | May 14, 2025 | $0.31 |
PUK | Pay Day | May 14, 2025 | $0.33 |
TGT (aharirchian) | Ex-Dividend | May 14, 2025 | $1.12 |
PG (aharirchian) | Pay Day | May 15, 2025 | $1.06 |
ALLY (aharirchian) | Pay Day | May 15, 2025 | $0.30 |
O (aharirchian) | Pay Day | May 15, 2025 | $0.27 |
MAIN (aharirchian) | Pay Day | May 15, 2025 | $0.25 |
STAG (aharirchian) | Pay Day | May 15, 2025 | $0.12 |
 MSFT (SharonConnolly) | Ex-Dividend | May 15, 2025 | $0.83 |
ADS.DE | Ex-Dividend | May 16, 2025 | $2.19 |
WHR | Ex-Dividend | May 16, 2025 | $1.75 |
MONY.L | Pay Day | May 16, 2025 | $0.12 |
 SBUX (aharirchian) | Ex-Dividend | May 16, 2025 | $0.61 |
 0700.HK (aharirchian) | Ex-Dividend | May 16, 2025 | $0.58 |
COST (SharonConnolly) | Pay Day | May 16, 2025 | $1.30 |
DLG.L | Pay Day | May 19, 2025 | $0.06 |
ADS.DE | Pay Day | May 20, 2025 | $2.19 |
PSEC (aharirchian) | Pay Day | May 20, 2025 | $0.04 |
APA (aharirchian) | Pay Day | May 22, 2025 | $0.25 |
SPX.L | Pay Day | May 23, 2025 | $1.52 |
TCAP.L | Pay Day | May 23, 2025 | $0.15 |
STJ.L | Pay Day | May 23, 2025 | $0.15 |
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
JNJ (aharirchian) | Ex-Dividend | May 27, 2025 | $1.30 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
 CRDA.L (aharirchian) | Pay Day | May 28, 2025 | $0.80 |
TPK.L | Pay Day | May 29, 2025 | $0.12 |
CA.PA | Ex-Dividend | May 30, 2025 | $0.96 |
FRES.L | Pay Day | May 30, 2025 | $0.42 |
JDW.L | Pay Day | May 30, 2025 | $0.05 |
SBUX (aharirchian) | Pay Day | May 30, 2025 | $0.61 |
0700.HK (aharirchian) | Pay Day | May 30, 2025 | $0.58 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
TGT (aharirchian) | Pay Day | Jun 1, 2025 | $1.12 |
KIE.L (aharirchian) | Pay Day | Jun 2, 2025 | $0.03 |
CA.PA | Pay Day | Jun 3, 2025 | $0.96 |
HMSO.L | Pay Day | Jun 3, 2025 | $0.10 |
HMSO.L (aharirchian) | Pay Day | Jun 3, 2025 | $0.10 |
GEN.L | Pay Day | Jun 4, 2025 | $0.11 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
 IEF (aharirchian) | Pay Day | Jun 7, 2025 | $0.28 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
JNJ (aharirchian) | Pay Day | Jun 10, 2025 | $1.30 |
 00175.HK (aharirchian) | Ex-Dividend | Jun 11, 2025 | $0.04 |
MSFT (SharonConnolly) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (SharonConnolly) | Ex-Dividend | Jun 12, 2025 | $0.68 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
 FXI (aharirchian) | Pay Day | Jun 17, 2025 | $0.08 |
 MCHI (aharirchian) | Pay Day | Jun 17, 2025 | $0.19 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
PSN.L (aharirchian) | Ex-Dividend | Jun 19, 2025 | $0.52 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (aharirchian) | Ex-Dividend | Jun 24, 2025 | $0.50 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
 XLI (aharirchian) | Pay Day | Jun 26, 2025 | $0.42 |
 XBI (aharirchian) | Pay Day | Jun 26, 2025 | $0.12 |
 MJ (aharirchian) | Pay Day | Jun 28, 2025 | $2.04 |
 ERF.PA (aharirchian) | Ex-Dividend | Jul 2, 2025 | $0.65 |
ERF.PA (aharirchian) | Pay Day | Jul 4, 2025 | $0.65 |
00966.HK | Ex-Dividend | Jul 9, 2025 | $0.04 |
TSM (SharonConnolly) | Pay Day | Jul 10, 2025 | $0.68 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
PSN.L (aharirchian) | Pay Day | Jul 11, 2025 | $0.52 |
00966.HK | Pay Day | Jul 22, 2025 | $0.04 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
DIS (aharirchian) | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
00175.HK (aharirchian) | Pay Day | Jul 25, 2025 | $0.04 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
 BLOK (aharirchian) | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 2.3/10
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.56
-0.56
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.75
-0.75
-1
1
2
3
3
Jensen's Alpha
-14.65
-14.65
-15
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-1.11
-1.11
-2
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Beta
0.83
0.83
0
0.8
1.2
0
2
Sharpe Ratio
-0.56
-0.56
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.75
-0.75
-1
1
2
3
3
Jensen's Alpha
-14.65
-14.65
-15
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-1.11
-1.11
-2
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
-0.2
-0.2
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
16.92
High:
JKS
199.02JKSLow:
TOST
-6,723.53TOSTDetails
PEG Ratio
13.5
High:
AU
824.62AULow:TOST
-6,303.9TOSTDetails
Price/Book
1.86
High:
NVDA
31.32NVDALow:
GH
-39.93GHDetails
Price/Sales
1.56
High:
MGN.OL
272.47MGN.OLLow:
FRCB
0FRCBDetails
Price/CF
8.87
High:
NVCR
358.06NVCRLow:
00966.HK
0.2600966.HKDetails
Price/FCF
23.24
High:
OCDO.L
2,021.77OCDO.LLow:
EMEIS.PA
0.25EMEIS.PADetails
P/E Ratio
16.92
High:JKS
199.02JKSLow:TOST
-6,723.53TOSTDetails
PEG Ratio
13.5
High:AU
824.62AULow:TOST
-6,303.9TOSTDetails
Price/Book
1.86
High:NVDA
31.32NVDALow:GH
-39.93GHDetails
Price/Sales
1.56
High:MGN.OL
272.47MGN.OLLow:FRCB
0FRCBDetails
Price/CF
8.87
High:NVCR
358.06NVCRLow:00966.HK
0.2600966.HKDetails
Price/FCF
23.24
High:OCDO.L
2,021.77OCDO.LLow:EMEIS.PA
0.25EMEIS.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.51% | Jul 2021 | - | 46 |