Loading...
+0.42%
Today
-4.76%
This Month
-11.3%
Year To Date
-5.06%
2 Years
-28.26%
5 Years
-32.54%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance23.38%
- 🪙 Cryptocurrencies15.78%
- 📊 ETFs10.64%
- 💻 Electronic Technology9%
- 📡 Communications7.33%
- 🚗 Consumer Durables5.2%
- 🖥️ Technology Services5.02%
- 🏭 Industrial Services4.52%
- 👥 Copy Trading4.38%
- ⛏️ Energy Minerals3.54%
- ⚡ Utilities2.63%
- 🪨 Non Energy Minerals2.31%
- 🍞 Consumer Non Durables1.79%
- 🚚 Transportation1.3%
- 📦 Distribution Services1.16%
- 🛠️ Producer Manufacturing1%
- 🧬 Health Technology0.66%
- 🧪 Process Industries0.22%
- ❓ Other0.07%
- 💵 Cash0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.2%
- 🇺🇸 Nasdaq19.69%
- 🌍 Digital Currency18.62%
- 🇬🇧 LSE3.73%
- 🇭🇰 Hong Kong Exchanges3.38%
- 🇮🇹 Borsa Italiana2.89%
- 🇳🇱 Euronext Amsterdam2.67%
- 🇫🇷 Euronext Paris1.5%
- 🇨🇭 SIX0.08%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇪🇸 Bolsa De Madrid0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.71%
- 🇬🇧 United Kingdom4.39%
- 🇳🇱 Netherlands4.37%
- 🇨🇳 China3.38%
- 🇮🇹 Italy2.5%
- 🇹🇼 Taiwan1.86%
- 🇫🇷 France1.5%
- 🇬🇷 Greece1.3%
- 🇨🇦 Canada1.25%
- 🇧🇷 Brazil0.79%
- 🇮🇪 Ireland0.75%
- 🇳🇴 Norway0.34%
- 🇨🇭 Switzerland0.12%
- 🇱🇺 Luxembourg0.07%
- 🇩🇰 Denmark0.05%
- 🇺🇾 Uruguay0.05%
- 🇪🇸 Spain0.04%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
3.96%
65 out of 85 instruments pay dividend.
23 dividend payments in the next 30 days.
Highest Dividend: $ARR (20.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SDIV | 0.21% | 11.05% | - |
 RITM | 0.21% | 9.86% | $1 |
 SBLK | 0.2% | 15.52% | $1.82 |
 QYLD | 0.2% | 13.63% | - |
 T | 0.17% | 4.09% | $1.11 |
 ET | 0.17% | 7.44% | $1.25 |
 ABR | 0.15% | 15.59% | $1.72 |
 ENEL.MI | 0.14% | 5.84% | $0.43 |
 O | 0.14% | 5.42% | $3.09 |
 NLY | 0.14% | 14.8% | $2.6 |
 F | 0.13% | 7.79% | $0.78 |
 LLOY.L | 0.13% | 4.51% | $0.03 |
 AGNC | 0.12% | 17.27% | $1.44 |
 STLA.US | 0.1% | 7.47% | $1.71 |
 PBR.A | 0.1% | 12.36% | $2.21 |
 HTGC | 0.09% | 9.12% | $1.6 |
 0728.HK | 0.09% | 4.69% | $0.26 |
 IAPD.L | 0.08% | 9.65% | - |
 ARR | 0.08% | 20.14% | $3.84 |
 RIO | 0.07% | 6.87% | $4.34 |
 UVV | 0.07% | 6.27% | $3.21 |
 HESM | 0.07% | 7.21% | $2.5 |
 EPD | 0.07% | 6.83% | $2.03 |
 INGA.NV | 0.07% | 6.44% | $1.11 |
 AYV.PA | 0.06% | 4.38% | $0.47 |
 ARCC | 0.06% | 9.41% | $1.62 |
 CCI | 0.06% | 6.04% | $6.26 |
 KMI | 0.05% | 4.26% | $1.14 |
 VZ | 0.05% | 6.13% | $2.66 |
 HDV | 0.05% | 3.37% | - |
 SCHD | 0.05% | 3.72% | - |
 CSCO | 0.04% | 2.89% | $1.58 |
 IBM | 0.04% | 2.8% | $6.65 |
 DGRO | 0.04% | 2.24% | - |
 STAG | 0.03% | 4.48% | $1.47 |
 STWD | 0.03% | 10.34% | $1.92 |
 VOD | 0.03% | 7.48% | $0.94 |
 SWK | 0.03% | 5.72% | $3.24 |
 TSM | 0.03% | 1.35% | $1.74 |
 SPHD | 0.02% | 3.24% | - |
 NEM | 0.02% | 1.82% | $1.3 |
 DOW | 0.02% | 9.95% | $2.8 |
 JNJ | 0.02% | 3.19% | $4.81 |
 VOO | 0.02% | 1.36% | - |
 PG | 0.02% | 2.39% | $3.83 |
 INTC | 0.02% | 2.64% | $0.5 |
 DVN | 0.02% | 4.12% | $2.05 |
 EOG | 0.02% | 3.41% | $5.06 |
 EQNR | 0.02% | 4.86% | $1.02 |
 jaynemesis | 0.02% | 1.04% | - |
 AVGO | 0.01% | 1.31% | $19.7 |
 0700.HK | 0.01% | 0.98% | $3.4 |
 SYF | 0.01% | 2.09% | $1 |
 JCI | 0.01% | 1.93% | $1.48 |
 0386.HK | 0.01% | 7.96% | $0.37 |
 CWEN | 0.01% | 5.76% | $1.6 |
 OXY | 0.01% | 2.27% | $0.8 |
 HEIA.NV | 0.01% | 2.35% | $1.73 |
 BN.US | 0.01% | 0.65% | $0.3 |
 STMMI.MI | 0.01% | 1.87% | $0.28 |
 GOOG | 0.01% | 0.52% | $0.2 |
 LMT | 0% | 2.78% | $12.45 |
 PRX.NV | 0% | 0.27% | $0.07 |
 BBDC | 0% | 1.96% | - |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
 PRY.MI (jaynemesis) | Ex-Dividend | Apr 22, 2025 | $0.84 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
HEIA.NV | Ex-Dividend | Apr 23, 2025 | $1.26 |
INGA.NV | Ex-Dividend | Apr 24, 2025 | $0.74 |
PRY.MI (jaynemesis) | Pay Day | Apr 24, 2025 | $0.84 |
 CRM (jaynemesis) | Pay Day | Apr 24, 2025 | $0.42 |
LLOY.L | Pay Day | Apr 29, 2025 | $0.03 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
EPD | Ex-Dividend | Apr 30, 2025 | $0.54 |
EOG | Pay Day | Apr 30, 2025 | $0.98 |
KMI | Ex-Dividend | Apr 30, 2025 | $0.29 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
STAG | Ex-Dividend | Apr 30, 2025 | $0.12 |
RITM | Pay Day | Apr 30, 2025 | $0.25 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
HEIA.NV | Pay Day | May 2, 2025 | $1.26 |
INGA.NV | Pay Day | May 2, 2025 | $0.74 |
 COST (jaynemesis) | Ex-Dividend | May 2, 2025 | $1.30 |
UVV | Pay Day | May 5, 2025 | $0.81 |
 GAW.L (jaynemesis) | Pay Day | May 7, 2025 | $1.29 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
 VIE.PA (jaynemesis) | Ex-Dividend | May 12, 2025 | $1.47 |
 NUE (jaynemesis) | Pay Day | May 12, 2025 | $0.55 |
EPD | Pay Day | May 14, 2025 | $0.54 |
VIE.PA (jaynemesis) | Pay Day | May 14, 2025 | $1.47 |
PG | Pay Day | May 15, 2025 | $1.06 |
KMI | Pay Day | May 15, 2025 | $0.29 |
O | Pay Day | May 15, 2025 | $0.27 |
STAG | Pay Day | May 15, 2025 | $0.12 |
 MSFT (jaynemesis) | Ex-Dividend | May 15, 2025 | $0.83 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
EQNR | Ex-Dividend | May 16, 2025 | $0.37 |
COST (jaynemesis) | Pay Day | May 16, 2025 | $1.30 |
AYV.PA | Ex-Dividend | May 26, 2025 | $0.38 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
AYV.PA | Pay Day | May 28, 2025 | $0.38 |
EQNR | Pay Day | May 28, 2025 | $0.37 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
DOW | Ex-Dividend | May 30, 2025 | $0.70 |
BBDC | Ex-Dividend | Jun 4, 2025 | $0.05 |
 TT (jaynemesis) | Ex-Dividend | Jun 6, 2025 | $0.94 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
BBDC | Pay Day | Jun 11, 2025 | $0.05 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (jaynemesis) | Pay Day | Jun 12, 2025 | $0.83 |
DOW | Pay Day | Jun 13, 2025 | $0.70 |
 GRMN (jaynemesis) | Ex-Dividend | Jun 16, 2025 | $0.90 |
HDV | Pay Day | Jun 17, 2025 | $0.93 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
GRMN (jaynemesis) | Pay Day | Jun 27, 2025 | $0.90 |
TT (jaynemesis) | Pay Day | Jun 30, 2025 | $0.94 |
 SPXS (jaynemesis) | Pay Day | Jul 2, 2025 | $0.12 |
 SQQQ (jaynemesis) | Pay Day | Jul 3, 2025 | $0.80 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
Performance Metrics
Score 2.5/10
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-12.02
-12.02
-13
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
1.28
1.28
0
0.8
1.2
0
2
Sharpe Ratio
0
0
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.01
-0.01
-1
1
2
3
3
Jensen's Alpha
-12.02
-12.02
-13
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
-0.03
-0.03
-1
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
25.61
High:
BN.US
158.63BN.USLow:
ARR
-32.72ARRDetails
PEG Ratio
78.01
High:
PG
541.29PGLow:ARR
-42.57ARRDetails
Price/Book
5.05
High:
NVDA
31.32NVDALow:
CCI
-338.81CCIDetails
Price/Sales
4.32
High:
SMR
38.62SMRLow:
0386.HK
0.150386.HKDetails
Price/CF
17.14
High:
TSLA
95.18TSLALow:
AYV.PA
0.51AYV.PADetails
Price/FCF
43.12
High:
EPD
511.93EPDLow:
VOD
2.7VODDetails
P/E Ratio
25.61
High:BN.US
158.63BN.USLow:ARR
-32.72ARRDetails
PEG Ratio
78.01
High:PG
541.29PGLow:ARR
-42.57ARRDetails
Price/Book
5.05
High:NVDA
31.32NVDALow:CCI
-338.81CCIDetails
Price/Sales
4.32
High:SMR
38.62SMRLow:0386.HK
0.150386.HKDetails
Price/CF
17.14
High:TSLA
95.18TSLALow:AYV.PA
0.51AYV.PADetails
Price/FCF
43.12
High:EPD
511.93EPDLow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-97.39% | Jan 2018 | - | 88 |