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-1.33%
This Month
+5.28%
Year To Date
+33.47%
2 Years
+61.61%
5 Years
+95.55%
10 Years
+12.97%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology16.58%
- 💵 Cash16.18%
- 💰 Finance10.04%
- ⛏️ Energy Minerals8.15%
- 🍞 Consumer Non Durables6.45%
- 🛠️ Producer Manufacturing5.34%
- 🖥️ Technology Services5%
- 🧬 Health Technology4.25%
- 🧪 Process Industries4.12%
- 👥 Copy Trading3.87%
- 🌾 Commodities3.02%
- 🧩 Miscellaneous2.73%
- 💇♀️ Consumer Services2.52%
- 🛍️ Retail Trade2.18%
- 📊 ETFs1.93%
- 📡 Communications1.86%
- 🚗 Consumer Durables1.7%
- ⚡ Utilities1.57%
- 🪨 Non Energy Minerals1.37%
- 📦 Distribution Services0.97%
- 🏥 Health Services0.89%
- 🏭 Industrial Services0.73%
- 💼 Commercial Services0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.33%
- 🇺🇸 Nasdaq18.64%
- 🇫🇷 Euronext Paris17.79%
- 🇬🇧 LSE4.11%
- 🌍 Commodity3.02%
- 🇮🇹 Borsa Italiana2%
- 🇩🇪 Xetra ETFs1.26%
- 🇩🇪 FRA0.84%
- 🇨🇭 SIX0.71%
- 🌍 Digital Currency0.18%
- Abu Dhabi0.16%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇭🇰 Hong Kong Exchanges0.09%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.34%
- 🇫🇷 France16.69%
- 🇬🇧 United Kingdom3.98%
- 🇰🇷 South Korea2.38%
- 🇮🇹 Italy2%
- 🇳🇱 Netherlands1.2%
- 🇩🇪 Germany0.84%
- 🇨🇭 Switzerland0.72%
- 🇮🇪 Ireland0.69%
- 🇹🇼 Taiwan0.49%
- 🇨🇳 China0.34%
- 🇦🇺 Australia0.31%
- 🇫🇮 Finland0.18%
- 🇧🇷 Brazil0.11%
Dividends
Dividend Yield
1.6%
100 out of 123 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ENI.MI | 0.09% | 4.69% | $0.94 |
 ABBV | 0.06% | 3% | $6.06 |
 TTE.PA | 0.06% | 4.38% | $3.06 |
 AI.PA | 0.06% | 2.01% | $2.91 |
 XOM | 0.05% | 2.68% | $3.76 |
 VZ | 0.05% | 6.14% | $2.66 |
 BP.US | 0.05% | 4.49% | $1.72 |
 T.US | 0.05% | 4.85% | $1.11 |
 RIO | 0.04% | 3.79% | $4.34 |
 SU.PA | 0.04% | 1.52% | $3.5 |
 BN.PA | 0.03% | 3.5% | $2.1 |
 VIE.PA | 0.03% | 4.28% | $1.25 |
 DG.PA | 0.03% | 4.01% | $4.5 |
 MO | 0.03% | 6% | $3.92 |
 GreenbullInvest | 0.03% | 0.71% | - |
 MC.PA | 0.03% | 2.69% | $13 |
 SHEL | 0.03% | 3.41% | $2.7 |
 SWK | 0.03% | 4.23% | $3.24 |
 CS.PA | 0.03% | 5.87% | $1.98 |
 SAN.PA | 0.02% | 5.31% | $3.76 |
 OR.PA | 0.02% | 1.9% | $6.6 |
 HD | 0.02% | 3% | $8.52 |
 AIR.PA | 0.02% | 1.79% | $1.8 |
 PG | 0.02% | 3.02% | $3.83 |
 CSCO | 0.02% | 1.29% | $1.58 |
 BLK | 0.02% | 2.16% | $20.2 |
 SBUX | 0.02% | 2.62% | $2.24 |
 CVX.US | 0.02% | 3.7% | $6.28 |
 O | 0.02% | 5.41% | $3.09 |
 JPM | 0.02% | 1.93% | $4.4 |
 TRI.PA | 0.02% | 2.54% | $3.5 |
 CWEN | 0.02% | 4.52% | $1.6 |
 CL | 0.02% | 2.49% | $1.96 |
 GPC | 0.02% | 4.31% | $3.9 |
 FRT | 0.02% | 3.78% | $4.36 |
 KO | 0.02% | 2.7% | $1.89 |
 JNJ | 0.02% | 2.29% | $4.81 |
 SPY | 0.02% | 0.98% | - |
 MS | 0.02% | 1.84% | $3.4 |
 UBSG.ZU | 0.02% | 2.27% | $0.64 |
 PAYX | 0.02% | 4.53% | $3.65 |
 AMT | 0.02% | 3.62% | $6.56 |
 DOW | 0.01% | 4.05% | $2.8 |
 MMM | 0.01% | 1.97% | $5.21 |
 WPC | 0.01% | 4.95% | $3.67 |
 CVS | 0.01% | 2.8% | $2.54 |
 CMCSA | 0.01% | 5.64% | $1.2 |
 SHEL.L | 0.01% | 3.42% | $0.8 |
 V | 0.01% | 0.81% | $2.01 |
 SGO.PA | 0.01% | 2.95% | $2.1 |
 HO.PA | 0.01% | 1.68% | $3.4 |
 SAF.PA | 0.01% | 1.11% | $2.2 |
 AAPL | 0.01% | 0.34% | $0.97 |
 MSFT | 0.01% | 0.83% | $3 |
 MCD | 0.01% | 2.68% | $6.53 |
 BAC | 0.01% | 2.11% | $0.96 |
 SMSN.L | 0.01% | 0.4% | $23.68 |
 BHP.L | 0.01% | 2.98% | $1.26 |
 ACN | 0.01% | 3.55% | $4.99 |
 DD | 0.01% | 2.13% | $1.48 |
 WEC | 0.01% | 3.4% | $3.23 |
 ABT.US | 0.01% | 2.67% | $2.16 |
 ELV | 0.01% | 1.7% | $6.22 |
 TXN | 0.01% | 1.9% | $5.14 |
 PEG | 0.01% | 3.38% | $2.34 |
 FAST | 0.01% | 1.97% | $1.48 |
 BNR.DE | 0.01% | 3.35% | $2.1 |
 DPZ | 0.01% | 2.43% | $5.44 |
 GILD | 0.01% | 2.49% | $3.04 |
 MDT.US | 0.01% | 3.48% | $2.77 |
 MA | 0.01% | 0.68% | $2.46 |
 ADS.DE | 0.01% | 1.71% | $0.7 |
 BYD | 0.01% | 0.86% | $0.66 |
 DIA.US | 0.01% | 1.36% | - |
 PRU | 0.01% | 5.46% | $5.1 |
 WFC | 0.01% | 2.22% | $1.4 |
 LOW | 0% | 2.34% | $4.45 |
 RMS.PA | 0% | 1.12% | $25 |
 AMAT | 0% | 0.4% | $1.44 |
 DIS | 0% | 1.51% | $0.75 |
 TSM | 0% | 0.69% | $1.74 |
 RR.L | 0% | 0.75% | - |
 HEIA.NV | 0% | 2.86% | $1.73 |
 LIN | 0% | 1.22% | $5.33 |
 MSCI | 0% | 1.28% | $5.96 |
 AVGO | 0% | 0.62% | $19.7 |
 AM.PA | 0% | 1.6% | $3.37 |
 CRM | 0% | 0.9% | $0.4 |
 AON | 0% | 0.95% | $2.52 |
 NVDA | 0% | 0.13% | $0.02 |
 MTX.DE | 0% | 1.19% | $2 |
 BABA | 0% | 0.82% | $0.98 |
 GOOG | 0% | 0.23% | $0.2 |
 GOOGL | 0% | 0.23% | $0.2 |
 META | 0% | 0.34% | $1 |
 LLY | 0% | 0.57% | $4.86 |
 MU | 0% | 0.05% | $0.46 |
 SDZNY | 0% | -0.76% | $-0.3 |
 VSNT | 0% | -1.86% | - |
 Q | 0% | -0.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
SGO.PA | Ex-Dividend | Jun 8, 2026 | $2.68 |
SWK | Ex-Dividend | Jun 8, 2026 | $0.83 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (GreenbullInvest) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
PEG | Ex-Dividend | Jun 9, 2026 | $0.67 |
JNJ (GreenbullInvest) | Pay Day | Jun 9, 2026 | $1.34 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
SGO.PA | Pay Day | Jun 10, 2026 | $2.68 |
ELV | Ex-Dividend | Jun 10, 2026 | $1.72 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
PRU | Pay Day | Jun 11, 2026 | $1.40 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (GreenbullInvest) | Pay Day | Jun 11, 2026 | $0.91 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
AMT | Ex-Dividend | Jun 12, 2026 | $1.79 |
DOW | Pay Day | Jun 12, 2026 | $0.35 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GILD | Ex-Dividend | Jun 15, 2026 | $0.82 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
DPZ | Ex-Dividend | Jun 15, 2026 | $1.99 |
BYD | Ex-Dividend | Jun 15, 2026 | $0.20 |
O | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
CWEN | Pay Day | Jun 15, 2026 | $0.47 |
Q | Pay Day | Jun 15, 2026 | -$0.08 |
GOOG (GreenbullInvest) | Pay Day | Jun 15, 2026 | $0.22 |
META (GreenbullInvest) | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO (GreenbullInvest) | Ex-Dividend | Jun 15, 2026 | $0.53 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
LIN | Pay Day | Jun 18, 2026 | $1.60 |
SWK | Pay Day | Jun 23, 2026 | $0.83 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
META | Pay Day | Jun 25, 2026 | $0.53 |
ELV | Pay Day | Jun 25, 2026 | $1.72 |
META (GreenbullInvest) | Pay Day | Jun 25, 2026 | $0.53 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
BP.US | Pay Day | Jun 26, 2026 | $0.50 |
GILD | Pay Day | Jun 29, 2026 | $0.82 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
PEG | Pay Day | Jun 30, 2026 | $0.67 |
DPZ | Pay Day | Jun 30, 2026 | $1.99 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
VSNT | Ex-Dividend | Jul 1, 2026 | -$0.38 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2026 | $0.53 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
GPC | Pay Day | Jul 2, 2026 | $1.06 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
AMT | Pay Day | Jul 13, 2026 | $1.79 |
BYD | Pay Day | Jul 15, 2026 | $0.20 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
VSNT | Pay Day | Jul 22, 2026 | -$0.38 |
 NVT (GreenbullInvest) | Ex-Dividend | Jul 24, 2026 | $0.21 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
NVT (GreenbullInvest) | Pay Day | Aug 7, 2026 | $0.21 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (GreenbullInvest) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 5.8/10
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
1.32
1.32
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Beta
0.82
0.82
0
0.8
1.2
0
2
Sharpe Ratio
0.72
0.72
0
0.5
1
1.5
1.5
Sortino Ratio
1.22
1.22
0
1
2
3
3
Jensen's Alpha
1.32
1.32
-2
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
1.03
1.03
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.66
0.66
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.16
High:CWEN
651.29CWENLow:
BE
-5,166.13BEDetails
PEG Ratio
397.95
High:ENI.MI
5,682.88ENI.MILow:DD
-1,112.28DDDetails
Price/Book
8.12
High:CL
469.62CLLow:MCD
-150.65MCDDetails
Price/Sales
6.21
High:
PLTR
69.73PLTRLow:CVS
0.3CVSDetails
Price/CF
19.28
High:BE
145.64BELow:
NLOP
2.94NLOPDetails
Price/FCF
38.84
High:TXN
4,155.74TXNLow:PRU
4.35PRUDetails
P/E Ratio
30.16
High:CWEN
651.29CWENLow:BE
-5,166.13BEDetails
PEG Ratio
397.95
High:ENI.MI
5,682.88ENI.MILow:DD
-1,112.28DDDetails
Price/Book
8.12
High:CL
469.62CLLow:MCD
-150.65MCDDetails
Price/Sales
6.21
High:PLTR
69.73PLTRLow:CVS
0.3CVSDetails
Price/CF
19.28
High:BE
145.64BELow:NLOP
2.94NLOPDetails
Price/FCF
38.84
High:TXN
4,155.74TXNLow:PRU
4.35PRUDetails
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 |
-4.67% | Mar 2026 | May 2026 | 2 |
-4.44% | Feb 2025 | May 2025 | 3 |
-2.77% | Sep 2021 | Oct 2021 | 1 |
-1.45% | Oct 2024 | Nov 2024 | 1 |
-1.33% | Jun 2026 | - | 1 |
-1.14% | Dec 2024 | Jan 2025 | 1 |
-1.13% | Nov 2021 | Dec 2021 | 1 |
-1.03% | May 2021 | Jun 2021 | 1 |
-0.86% | Nov 2025 | Jan 2026 | 2 |
-0.11% | Jan 2024 | Feb 2024 | 1 |