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-0.2%
Today
+5.25%
This Month
+5.35%
Year To Date
+38.9%
2 Years
+69.48%
5 Years
+12.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services14.75%
- 💻 Electronic Technology12.8%
- 🍞 Consumer Non Durables11.29%
- 💰 Finance9.46%
- ⛏️ Energy Minerals8.53%
- 🧪 Process Industries6.34%
- 💇♀️ Consumer Services5.01%
- 🛠️ Producer Manufacturing4.89%
- 💵 Cash3.98%
- 🧬 Health Technology3.91%
- 🛍️ Retail Trade3.67%
- 👥 Copy Trading3.28%
- 📡 Communications2.08%
- 📊 ETFs1.9%
- 🪙 Cryptocurrencies1.81%
- 🚗 Consumer Durables1.43%
- 📦 Distribution Services1.16%
- ⚡ Utilities1.14%
- 🏭 Industrial Services1.03%
- 🏥 Health Services0.88%
- 🪨 Non Energy Minerals0.8%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.98%
- 🇺🇸 Nasdaq29.82%
- 🇫🇷 Euronext Paris21.42%
- 🌍 Digital Currency2.43%
- 🇨🇭 SIX1.45%
- 🇩🇪 FRA1.35%
- 🇮🇹 Borsa Italiana1.27%
- 🇬🇧 LSE1.17%
- 🇩🇪 Xetra ETFs0.16%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States60.23%
- 🇫🇷 France20.22%
- 🇬🇧 United Kingdom2.63%
- 🇨🇭 Switzerland1.46%
- 🇩🇪 Germany1.35%
- 🇮🇹 Italy1.27%
- 🇳🇱 Netherlands1.2%
- 🇮🇪 Ireland1.17%
- 🇰🇷 South Korea0.44%
- 🇨🇦 Canada0.29%
- 🇦🇺 Australia0.22%
Dividends
Dividend Yield
1.99%
95 out of 110 instruments pay dividend.
34 dividend payments in the next 30 days.
Highest Dividend: $DOW (9.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XOM | 0.18% | 4.79% | $3.76 |
 ENI.MI | 0.1% | 7.86% | $0.94 |
 TTE.PA | 0.08% | 6.23% | $3.06 |
 AI.PA | 0.08% | 1.81% | $2.91 |
 BP.US | 0.06% | 6.54% | $1.72 |
 T | 0.06% | 4.04% | $1.11 |
 ABBV | 0.05% | 3.48% | $6.06 |
 FDJU.PA | 0.05% | 6.42% | $1.78 |
 GreenbullInvest | 0.04% | 1.3% | - |
 VIE.PA | 0.04% | 4.68% | $1.25 |
 DOW | 0.04% | 9.77% | $2.8 |
 RIO | 0.04% | 6.65% | $4.34 |
 DG.PA | 0.04% | 3.7% | $4.5 |
 MC.PA | 0.04% | 2.69% | $13 |
 CMCSA | 0.03% | 3.7% | $1.2 |
 SWK | 0.03% | 4.94% | $3.24 |
 VZ | 0.03% | 6.27% | $2.66 |
 SAN.PA | 0.03% | 4.25% | $3.76 |
 BN.PA | 0.03% | 2.85% | $2.1 |
 CS.PA | 0.03% | 5.24% | $1.98 |
 OR.PA | 0.03% | 1.91% | $6.6 |
 HD | 0.03% | 2.47% | $8.52 |
 RMS.PA | 0.03% | 1.09% | $25 |
 PG | 0.03% | 2.44% | $3.83 |
 SHEL | 0.02% | 4.24% | $2.7 |
 SBUX | 0.02% | 2.8% | $2.24 |
 CL | 0.02% | 2.2% | $1.96 |
 GPC | 0.02% | 3.21% | $3.9 |
 FRT | 0.02% | 4.64% | $4.36 |
 JNJ | 0.02% | 3.31% | $4.81 |
 KO | 0.02% | 2.8% | $1.89 |
 CVS | 0.02% | 4.26% | $2.54 |
 AMT | 0.02% | 3.15% | $6.56 |
 CSCO | 0.02% | 2.56% | $1.58 |
 BLK | 0.02% | 2.11% | $20.2 |
 CAT | 0.02% | 1.61% | $5.31 |
 PAYX | 0.02% | 2.55% | $3.65 |
 WPC | 0.02% | 5.59% | $3.67 |
 MMM | 0.02% | 1.93% | $5.21 |
 SU.PA | 0.02% | 1.75% | $3.5 |
 NESN.ZU | 0.02% | 3.48% | $3 |
 DD | 0.02% | 2.31% | $1.48 |
 AVGO | 0.02% | 0.93% | $19.7 |
 SHEL.L | 0.02% | 4.42% | $0.8 |
 SGO.PA | 0.02% | 2.19% | $2.1 |
 AIR.PA | 0.01% | 1.23% | $1.8 |
 SPY | 0.01% | 1.29% | - |
 TRI.PA | 0.01% | 2.7% | $3.5 |
 MCD | 0.01% | 2.23% | $6.53 |
 SIKA.ZU | 0.01% | 1.63% | $3.3 |
 V | 0.01% | 0.64% | $2.01 |
 JPM | 0.01% | 2.01% | $4.4 |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 CVX | 0.01% | 4.88% | $6.28 |
 BHP.L | 0.01% | 5.17% | $1.26 |
 ACN | 0.01% | 1.82% | $4.99 |
 MSFT | 0.01% | 0.71% | $3 |
 XLE | 0.01% | 3.55% | - |
 BNR.DE | 0.01% | 3.5% | $2.1 |
 SMSN.L | 0.01% | 2.33% | $23.68 |
 MS | 0.01% | 2.89% | $3.4 |
 ABT | 0.01% | 1.72% | $2.16 |
 TXN | 0.01% | 2.91% | $5.14 |
 O | 0.01% | 5.67% | $3.09 |
 ADS.DE | 0.01% | 0.92% | $0.7 |
 AAPL | 0.01% | 0.5% | $0.97 |
 DPZ | 0.01% | 1.34% | $5.44 |
 NKE | 0.01% | 2.54% | $1.45 |
 META | 0.01% | 0.31% | $1 |
 PRU | 0.01% | 5.11% | $5.1 |
 WFC | 0.01% | 2.17% | $1.4 |
 BYD | 0.01% | 0.93% | $0.66 |
 MA | 0.01% | 0.49% | $2.46 |
 WEC | 0% | 3.29% | $3.23 |
 MDT.US | 0% | 3.46% | $2.77 |
 ELV | 0% | 1.76% | $6.22 |
 PEG | 0% | 3.16% | $2.34 |
 GILD | 0% | 2.91% | $3.04 |
 BAC | 0% | 2.36% | $0.96 |
 UBSG.ZU | 0% | 2.8% | $0.64 |
 DIS | 0% | 0.9% | $0.75 |
 SAF.PA | 0% | 1.12% | $2.2 |
 MSCI | 0% | 1.2% | $5.96 |
 FAST | 0% | 1.99% | $1.48 |
 LOW | 0% | 2.04% | $4.45 |
 AON | 0% | 0.77% | $2.52 |
 DIA.US | 0% | 1.65% | - |
 HO.PA | 0% | 1.36% | $3.4 |
 LIN | 0% | 1.25% | $5.33 |
 AMAT | 0% | 1.02% | $1.44 |
 NVDA | 0% | 0.03% | $0.02 |
 CRM | 0% | 0.59% | $0.4 |
 MTX.DE | 0% | 0.62% | $2 |
 SDZNY | 0% | -0.83% | $-0.3 |
 NLOP | 0% | -1.05% | $-0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PAYX | Pay Day | May 29, 2025 | $0.98 |
 KGC (GreenbullInvest) | Ex-Dividend | May 29, 2025 | $0.03 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
DD | Ex-Dividend | May 30, 2025 | $0.41 |
MSCI | Pay Day | May 30, 2025 | $1.80 |
TRI.PA | Ex-Dividend | May 30, 2025 | $1.97 |
DOW | Ex-Dividend | May 30, 2025 | $0.70 |
WFC | Pay Day | Jun 1, 2025 | $0.40 |
WEC | Pay Day | Jun 1, 2025 | $0.89 |
MCD | Ex-Dividend | Jun 2, 2025 | $1.77 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
SAF.PA | Pay Day | Jun 2, 2025 | $3.04 |
O | Ex-Dividend | Jun 2, 2025 | $0.27 |
MCD (GreenbullInvest) | Ex-Dividend | Jun 2, 2025 | $1.77 |
SWK | Ex-Dividend | Jun 3, 2025 | $0.82 |
TRI.PA | Pay Day | Jun 3, 2025 | $1.97 |
FDJU.PA | Pay Day | Jun 3, 2025 | $2.22 |
LIN | Ex-Dividend | Jun 4, 2025 | $1.50 |
HD | Ex-Dividend | Jun 5, 2025 | $2.30 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
BAC | Ex-Dividend | Jun 6, 2025 | $0.26 |
GPC | Ex-Dividend | Jun 6, 2025 | $1.03 |
 PEP (GreenbullInvest) | Ex-Dividend | Jun 6, 2025 | $1.42 |
SGO.PA | Ex-Dividend | Jun 9, 2025 | $2.40 |
PEG | Ex-Dividend | Jun 9, 2025 | $0.63 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
ELV | Ex-Dividend | Jun 10, 2025 | $1.71 |
JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
SGO.PA | Pay Day | Jun 11, 2025 | $2.40 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
PRU | Pay Day | Jun 12, 2025 | $1.35 |
MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
KGC (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.03 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
DPZ | Ex-Dividend | Jun 13, 2025 | $1.74 |
O | Pay Day | Jun 13, 2025 | $0.27 |
DOW | Pay Day | Jun 13, 2025 | $0.70 |
KO (GreenbullInvest) | Ex-Dividend | Jun 13, 2025 | $0.51 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
BYD | Ex-Dividend | Jun 16, 2025 | $0.18 |
DD | Pay Day | Jun 16, 2025 | $0.41 |
MCD (GreenbullInvest) | Pay Day | Jun 16, 2025 | $1.77 |
SWK | Pay Day | Jun 17, 2025 | $0.82 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
ELV | Pay Day | Jun 25, 2025 | $1.71 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
PEG | Pay Day | Jun 30, 2025 | $0.63 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
PEP (GreenbullInvest) | Pay Day | Jun 30, 2025 | $1.42 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2025 | $0.51 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
GPC | Pay Day | Jul 2, 2025 | $1.03 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
BYD | Pay Day | Jul 15, 2025 | $0.18 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 6.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
2.66
2.66
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.61
0.61
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
2.66
2.66
-2
0
2
4.5
4.5
Omega Ratio
1.26
1.26
0
1
1.5
2.5
2.5
Treynor Ratio
0.86
0.86
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.58
0.58
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.82
High:
PLTR
538.82PLTRLow:
SDZNY
-27,341.67SDZNYDetails
PEG Ratio
438.43
High:
KO
10,253.3KOLow:
HUBS
-1,656.4HUBSDetails
Price/Book
8.81
High:
ABBV
231.01ABBVLow:
MCD
-65.2MCDDetails
Price/Sales
5.46
High:PLTR
101.12PLTRLow:
BIG.PA
0.06BIG.PADetails
Price/CF
23.86
High:KO
282.33KOLow:BIG.PA
0.5BIG.PADetails
Price/FCF
51.84
High:
TXN
4,155.74TXNLow:BIG.PA
0.53BIG.PADetails
P/E Ratio
33.82
High:PLTR
538.82PLTRLow:SDZNY
-27,341.67SDZNYDetails
PEG Ratio
438.43
High:KO
10,253.3KOLow:HUBS
-1,656.4HUBSDetails
Price/Book
8.81
High:ABBV
231.01ABBVLow:MCD
-65.2MCDDetails
Price/Sales
5.46
High:PLTR
101.12PLTRLow:BIG.PA
0.06BIG.PADetails
Price/CF
23.86
High:KO
282.33KOLow:BIG.PA
0.5BIG.PADetails
Price/FCF
51.84
High:TXN
4,155.74TXNLow:BIG.PA
0.53BIG.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-19.88% | Jan 2022 | Jun 2023 | 17 |
-7.82% | Aug 2023 | Dec 2023 | 4 |
-4.77% | Apr 2024 | Jul 2024 | 3 |
-4.44% | Feb 2025 | May 2025 | 3 |
-2.77% | Sep 2021 | Oct 2021 | 1 |
-1.45% | Oct 2024 | Nov 2024 | 1 |
-1.14% | Dec 2024 | Jan 2025 | 1 |
-1.13% | Nov 2021 | Dec 2021 | 1 |
-1.03% | May 2021 | Jun 2021 | 1 |
-0.11% | Jan 2024 | Feb 2024 | 1 |