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+0.01%
Today
+1.31%
This Month
+11.42%
Year To Date
+30.25%
2 Years
+0.93%
5 Years
+0.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.82%
- 📊 ETFs33.48%
- 🖥️ Technology Services4.86%
- 🛍️ Retail Trade2.75%
- 💰 Finance2.33%
- 💇♀️ Consumer Services2.26%
- 💻 Electronic Technology1.91%
- 🍞 Consumer Non Durables1.49%
- 🧬 Health Technology1.22%
- 🛠️ Producer Manufacturing1.12%
- 🚚 Transportation0.86%
- 🚗 Consumer Durables0.71%
- ⛏️ Energy Minerals0.68%
- 💵 Cash0.58%
- 💼 Commercial Services0.57%
- 🏥 Health Services0.17%
- 🪨 Non Energy Minerals0.15%
- ⚡ Utilities0.14%
- 🏭 Industrial Services0.1%
- 📡 Communications0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE39.64%
- 🇺🇸 Nasdaq22.56%
- 🇬🇧 LSE14.2%
- 🇮🇹 Borsa Italiana3.97%
- 🇳🇱 Euronext Amsterdam2.14%
- 🇫🇷 Euronext Paris1.68%
- 🇩🇪 FRA1.49%
- 🇸🇪 Stockholm Stock Exchange1.18%
- 🇺🇸 Chicago Board Options Exchange1.16%
- 🇩🇪 Xetra ETFs1.14%
- 🇭🇰 Hong Kong Exchanges1.12%
- 🌍 Digital Currency0.68%
- 🇨🇭 SIX0.58%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇪🇸 Bolsa De Madrid0.32%
- 🇳🇴 Oslo Stock Exchange0.18%
- 🌍 FX0.13%
- 🌍 Commodity0.07%
- 🇦🇺 Sydney0.06%
- 🌍 Extended Hours Trading0.04%
- 🌍 CFD0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States22.88%
- 🇮🇹 Italy4.02%
- 🇨🇳 China3.6%
- 🇬🇧 United Kingdom3.35%
- 🇳🇱 Netherlands2.27%
- 🇫🇷 France1.75%
- 🇩🇪 Germany1.49%
- 🇸🇪 Sweden1.01%
- 🇮🇱 Israel0.96%
- 🇨🇭 Switzerland0.93%
- 🇨🇦 Canada0.89%
- 🇮🇪 Ireland0.83%
- 🇩🇰 Denmark0.71%
- 🇧🇷 Brazil0.65%
- 🇹🇼 Taiwan0.65%
- 🇱🇺 Luxembourg0.41%
- 🇰🇷 South Korea0.37%
- 🇺🇾 Uruguay0.37%
- 🇪🇸 Spain0.31%
- 🇧🇲 Bermuda0.31%
- 🇦🇺 Australia0.23%
- 🇲🇽 Mexico0.19%
- 🇸🇬 Singapore0.18%
- 🇳🇴 Norway0.18%
- 🇫🇮 Finland0.17%
- 🇰🇾 Cayman Islands0.15%
- 🇬🇷 Greece0.12%
- 🇨🇴 Colombia0.1%
- 🇭🇰 Hong Kong0.02%
- 🇷🇺 Russia0%
- 🇨🇱 Chile0%
- 🇮🇳 India0%
Dividends
Dividend Yield
1.88%
163 out of 214 instruments pay dividend.
82 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.11% | 4.68% | - |
 Italian-Heritage | 0.1% | 4.84% | - |
 YieldGrowth | 0.09% | 4.34% | - |
 YieldKing | 0.07% | 3.94% | - |
 adams302 | 0.06% | 5.42% | - |
 AmitKup | 0.06% | 4.16% | - |
 EuropeEconomy | 0.05% | 3.03% | - |
 SPY | 0.05% | 1.21% | - |
 HYG | 0.05% | 5.83% | - |
 DJP | 0.05% | 3.69% | - |
 DVY | 0.04% | 3.69% | - |
 LoicInv | 0.04% | 3.39% | - |
 BOND | 0.04% | 5.1% | - |
 IEUR | 0.04% | 2.91% | - |
 FundManagerZech | 0.04% | 4.03% | - |
 DividendGrowth | 0.04% | 2.55% | - |
 LQD | 0.03% | 4.46% | - |
 EVO.ST | 0.03% | 3.63% | $31.03 |
 BNDX | 0.03% | 4.27% | - |
 SCHD | 0.03% | 3.97% | - |
 DGRO | 0.03% | 2.23% | - |
 II-Quality | 0.03% | 1.7% | - |
 ingruc | 0.03% | 2.95% | - |
 BND | 0.03% | 3.75% | - |
 BIL | 0.03% | 4.68% | - |
 STIP | 0.03% | 3.26% | - |
 Nando1979 | 0.02% | 3.05% | - |
 MCHI | 0.02% | 2.04% | - |
 URA | 0.02% | 2.39% | - |
 TMF | 0.02% | 4.54% | - |
 Andre031988 | 0.02% | 2.86% | - |
 iBore99 | 0.02% | 2.13% | - |
 GUSH | 0.02% | 3.7% | - |
 ITOT | 0.02% | 1.26% | - |
 ENI.MI | 0.01% | 7.19% | $0.94 |
 Slow_and_Steady | 0.01% | 1.85% | - |
 emge2116 | 0.01% | 1.16% | - |
 thomaspj | 0.01% | 0.7% | - |
 JD.US | 0.01% | 2.89% | $0.74 |
 celesh | 0.01% | 1.93% | - |
 AKRBP.OL | 0.01% | 10.75% | $24.77 |
 Finanzzyklen | 0.01% | 1.35% | - |
 HTHT | 0.01% | 4.73% | $0.6 |
 QUAL | 0.01% | 1.03% | - |
 Aukie2008 | 0.01% | 1.33% | - |
 IEF | 0.01% | 3.71% | - |
 pino428 | 0.01% | 1.44% | - |
 jaynemesis | 0.01% | 0.79% | - |
 rubymza | 0.01% | 0.98% | - |
 campervans | 0.01% | 1.21% | - |
 PEP | 0.01% | 3.83% | $5.15 |
 PFE | 0.01% | 6.99% | $1.66 |
 ICLN | 0.01% | 1.65% | - |
 U-optimize | 0.01% | 0.68% | - |
 BigTech | 0.01% | 0.33% | - |
 RIO | 0.01% | 6.6% | $4.34 |
 SPM.MI | 0.01% | 7.08% | - |
 MRK | 0.01% | 4% | $3.04 |
 SMSN.L | 0.01% | 1.95% | $23.68 |
 A2A.MI | 0.01% | 4.6% | $0.1 |
 Core-Income | 0.01% | 0.48% | - |
 CVX | 0.01% | 4.45% | $6.28 |
 The-Chameleon | 0.01% | 0.44% | - |
 NVO | 0.01% | 1.84% | $0.98 |
 PG | 0.01% | 2.66% | $3.83 |
 NOVO-B.CO | 0.01% | 2.75% | $9.4 |
 MONC.MI | 0.01% | 2.58% | $1.15 |
 STLAM.MI | 0.01% | 8.57% | $1.55 |
 CAT | 0.01% | 1.39% | $5.31 |
 ITX.MC | 0.01% | 3.24% | $1.11 |
 TTE | 0.01% | 4.7% | $2.69 |
 TSM | 0.01% | 0.95% | $1.74 |
 MC.PA | 0% | 2.76% | $13 |
 BAC | 0% | 2.2% | $0.96 |
 QSR | 0% | 3.47% | $2.26 |
 VZ | 0% | 6.64% | $2.66 |
 EDEN.PA | 0% | 4.62% | $1.1 |
 Enslinjaco | 0% | 0.66% | - |
 FDX | 0% | 2.47% | $5.16 |
 XLE | 0% | 3.5% | - |
 EWA | 0% | 3.43% | - |
 BPE.MI | 0% | 7.85% | $0.3 |
 QYLD | 0% | 11.47% | - |
 OGZDL.L | 0% | 67.74% | - |
 GOOG | 0% | 0.44% | $0.2 |
 XLF | 0% | 1.4% | - |
 MSFT | 0% | 0.65% | $3 |
 ENAV.MI | 0% | 6.85% | $0.23 |
 TQQQ | 0% | 1.41% | - |
 VALE | 0% | 7.65% | $1.33 |
 WNC | 0% | 3.3% | $0.32 |
 GTT.PA | 0% | 4.52% | $4.36 |
 UNH | 0% | 3.01% | $7.74 |
 PRY.MI | 0% | 1.24% | $0.7 |
 XLV | 0% | 1.76% | - |
 BABA | 0% | 0.86% | $0.98 |
 OXY | 0% | 2.11% | $0.8 |
 PUM.DE | 0% | 2.78% | $0.82 |
 SOXL | 0% | 2.17% | - |
 NTES | 0% | 2.02% | $2.58 |
 GRG.L | 0% | 3.99% | $0.6 |
 SPXL | 0% | 0.88% | - |
 GDX | 0% | 0.8% | - |
 SL.MI | 0% | 3.43% | $1 |
 ARE | 0% | 6.73% | $5.02 |
 VOOG | 0% | 0.54% | - |
 YUMC | 0% | 1.71% | $0.58 |
 PLD | 0% | 3.69% | $3.66 |
 YOU | 0% | 1.56% | $0.35 |
 KWEB | 0% | 3.09% | - |
 YINN | 0% | 1.64% | - |
 ZTS | 0% | 1.3% | $1.67 |
 01211.HK | 0% | 1.15% | $3.41 |
 DIS | 0% | 0.82% | $0.75 |
 BLK | 0% | 1.87% | $20.2 |
 KNOS.L | 0% | 3.88% | $0.36 |
 0700.HK | 0% | 0.87% | $3.4 |
 INTC | 0% | 2.16% | $0.5 |
 C | 0% | 2.44% | $2.12 |
 IHG | 0% | 1.41% | $1.49 |
 MCD | 0% | 2.35% | $6.53 |
 BellKeeper | 0% | 0.19% | - |
 MTCH | 0% | 1.76% | - |
 JPM | 0% | 1.82% | $4.4 |
 CPR.MI | 0% | 1.03% | $0.07 |
 PRX.NV | 0% | 0.4% | $0.07 |
 PAYC | 0% | 0.65% | $1.5 |
 NESN.ZU | 0% | 3.93% | $3 |
 XLP | 0% | 2.46% | - |
 AZN.L | 0% | 2.39% | $2.28 |
 GIS | 0% | 4.81% | $2.36 |
 ASML.NV | 0% | 1.02% | $6.1 |
 META | 0% | 0.29% | $1 |
 ASML | 0% | 0.83% | $5.57 |
 AXP | 0% | 0.99% | $2.6 |
 9988.HK | 0% | 0.89% | $0.98 |
 ASHR | 0% | 1.13% | - |
 OR.PA | 0% | 1.93% | $6.6 |
 DPZ | 0% | 1.4% | $5.44 |
 RACE | 0% | 0.64% | $2.64 |
 YUM | 0% | 1.85% | $2.55 |
 TCOM.CH | 0% | 0.44% | - |
 VOO | 0% | 1.29% | - |
 BKNG | 0% | 0.64% | $17.5 |
 CSL | 0% | 0.98% | $3.4 |
 DAL | 0% | 1.13% | $0.3 |
 LRCX | 0% | 0.91% | $8 |
 DAN.MI | 0% | 0.89% | $0.31 |
 V | 0% | 0.66% | $2.01 |
 CRM | 0% | 0.62% | $0.4 |
 SPGI | 0% | 0.72% | $3.62 |
 SMH | 0% | 0.45% | - |
 CHD | 0% | 1.2% | $1.11 |
 IBKR | 0% | 0.45% | $0.55 |
 MCO | 0% | 0.72% | $3.24 |
 QQQ | 0% | 0.58% | - |
 ASM.NV | 0% | 0.58% | $2.75 |
 MA | 0% | 0.53% | $2.46 |
 REGN | 0% | 0.33% | - |
 NVDA | 0% | 0.02% | $0.02 |
 GEHC | 0% | 0.18% | $0.12 |
 acetoandrea | 0% | -0.07% | - |
 JORDENBOER | 0% | -0.39% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Jul 21, 2025 | $1.51 |
 ENEL.MI (EuropeEconomy) | Ex-Dividend | Jul 21, 2025 | $0.28 |
 MKC (DividendGrowth) | Pay Day | Jul 21, 2025 | $0.45 |
 PAYX (II-Quality) | Ex-Dividend | Jul 21, 2025 | $1.08 |
ENEL.MI (celesh) | Ex-Dividend | Jul 21, 2025 | $0.28 |
 CARR (jaynemesis) | Ex-Dividend | Jul 21, 2025 | $0.22 |
ENEL.MI (iBore99) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (Italian-Heritage) | Ex-Dividend | Jul 21, 2025 | $0.28 |
 APA (U-optimize) | Ex-Dividend | Jul 22, 2025 | $0.25 |
 MU (campervans) | Pay Day | Jul 22, 2025 | $0.12 |
MU (BellKeeper) | Pay Day | Jul 22, 2025 | $0.12 |
MU (Aukie2008) | Pay Day | Jul 22, 2025 | $0.12 |
 CVS (celesh) | Ex-Dividend | Jul 22, 2025 | $0.66 |
MU (BigTech) | Pay Day | Jul 22, 2025 | $0.12 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
 NTAP (U-optimize) | Pay Day | Jul 23, 2025 | $0.52 |
ENEL.MI (EuropeEconomy) | Pay Day | Jul 23, 2025 | $0.28 |
 LOW (DividendGrowth) | Ex-Dividend | Jul 23, 2025 | $1.20 |
DIS (celesh) | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (celesh) | Pay Day | Jul 23, 2025 | $0.28 |
DIS (iBore99) | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI (iBore99) | Pay Day | Jul 23, 2025 | $0.28 |
ENEL.MI (Italian-Heritage) | Pay Day | Jul 23, 2025 | $0.28 |
DIS (acetoandrea) | Pay Day | Jul 23, 2025 | $0.50 |
WNC | Pay Day | Jul 24, 2025 | $0.08 |
 ORCL (II-Quality) | Pay Day | Jul 24, 2025 | $0.50 |
 MMC (II-Quality) | Ex-Dividend | Jul 24, 2025 | $0.90 |
ORCL (celesh) | Pay Day | Jul 24, 2025 | $0.50 |
ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
GEHC | Ex-Dividend | Jul 25, 2025 | $0.04 |
 GE (rubymza) | Pay Day | Jul 25, 2025 | $0.36 |
PFE (Slow_and_Steady) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 DHR (Slow_and_Steady) | Pay Day | Jul 25, 2025 | $0.32 |
PFE (U-optimize) | Ex-Dividend | Jul 25, 2025 | $0.43 |
DHR (U-optimize) | Pay Day | Jul 25, 2025 | $0.32 |
 SYY (DividendGrowth) | Pay Day | Jul 25, 2025 | $0.54 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
PFE (pino428) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 LAND.L (triangulacapital) | Pay Day | Jul 25, 2025 | $0.16 |
PFE (ingruc) | Ex-Dividend | Jul 25, 2025 | $0.43 |
 SIG (ingruc) | Ex-Dividend | Jul 25, 2025 | $0.32 |
ASML.NV | Ex-Dividend | Jul 28, 2025 | $1.87 |
AKRBP.OL | Pay Day | Jul 28, 2025 | $0.63 |
ASML.NV (EuropeEconomy) | Ex-Dividend | Jul 28, 2025 | $1.87 |
ASML.NV (Aukie2008) | Ex-Dividend | Jul 28, 2025 | $1.87 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
ASML (pino428) | Ex-Dividend | Jul 29, 2025 | $1.86 |
ASML (celesh) | Ex-Dividend | Jul 29, 2025 | $1.86 |
01211.HK (jaynemesis) | Pay Day | Jul 29, 2025 | $0.55 |
ASML (BigTech) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
 STZ (Slow_and_Steady) | Ex-Dividend | Jul 30, 2025 | $1.02 |
 WST (Slow_and_Steady) | Ex-Dividend | Jul 30, 2025 | $0.21 |
 IBE.MC (EuropeEconomy) | Pay Day | Jul 30, 2025 | $0.46 |
IBE.MC (jaynemesis) | Pay Day | Jul 30, 2025 | $0.46 |
WST (emge2116) | Ex-Dividend | Jul 30, 2025 | $0.21 |
 0992.HK (ingruc) | Ex-Dividend | Jul 30, 2025 | $0.04 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
JPM (rubymza) | Pay Day | Jul 31, 2025 | $1.40 |
 NI (U-optimize) | Ex-Dividend | Jul 31, 2025 | $0.28 |
 EIX (DividendGrowth) | Pay Day | Jul 31, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 AGNC (YieldKing) | Ex-Dividend | Jul 31, 2025 | $0.12 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
GIS | Pay Day | Aug 1, 2025 | $0.61 |
 BMY (Slow_and_Steady) | Pay Day | Aug 1, 2025 | $0.62 |
 CASY (DividendGrowth) | Ex-Dividend | Aug 1, 2025 | $0.57 |
 O (pino428) | Ex-Dividend | Aug 1, 2025 | $0.27 |
 AES (Aukie2008) | Ex-Dividend | Aug 1, 2025 | $0.18 |
 ALLY (Aukie2008) | Ex-Dividend | Aug 1, 2025 | $0.30 |
CVS (celesh) | Pay Day | Aug 1, 2025 | $0.66 |
 COST (jaynemesis) | Ex-Dividend | Aug 1, 2025 | $1.30 |
O (iBore99) | Ex-Dividend | Aug 1, 2025 | $0.27 |
 FCX (Enslinjaco) | Pay Day | Aug 1, 2025 | $0.15 |
FCX (emge2116) | Pay Day | Aug 1, 2025 | $0.15 |
 VOD (ingruc) | Pay Day | Aug 1, 2025 | $0.25 |
 VOD.L (ingruc) | Pay Day | Aug 1, 2025 | $0.02 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
C (rubymza) | Ex-Dividend | Aug 4, 2025 | $0.60 |
 CPB (Slow_and_Steady) | Pay Day | Aug 4, 2025 | $0.39 |
C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
C (Aukie2008) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV | Pay Day | Aug 6, 2025 | $1.87 |
WST (Slow_and_Steady) | Pay Day | Aug 6, 2025 | $0.21 |
ASML.NV (EuropeEconomy) | Pay Day | Aug 6, 2025 | $1.87 |
LOW (DividendGrowth) | Pay Day | Aug 6, 2025 | $1.20 |
ASML (pino428) | Pay Day | Aug 6, 2025 | $1.86 |
ASML.NV (Aukie2008) | Pay Day | Aug 6, 2025 | $1.87 |
ASML (celesh) | Pay Day | Aug 6, 2025 | $1.86 |
ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.86 |
WST (emge2116) | Pay Day | Aug 6, 2025 | $0.21 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
AXP (rubymza) | Pay Day | Aug 8, 2025 | $0.82 |
 GD (campervans) | Pay Day | Aug 8, 2025 | $1.50 |
GD (DividendGrowth) | Pay Day | Aug 8, 2025 | $1.50 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
MA (celesh) | Pay Day | Aug 8, 2025 | $0.76 |
CARR (jaynemesis) | Pay Day | Aug 8, 2025 | $0.22 |
AGNC (YieldKing) | Pay Day | Aug 11, 2025 | $0.12 |
TXN (DividendGrowth) | Pay Day | Aug 12, 2025 | $1.36 |
 TGT (DividendGrowth) | Ex-Dividend | Aug 13, 2025 | $1.14 |
TGT (iBore99) | Ex-Dividend | Aug 13, 2025 | $1.14 |
0992.HK (ingruc) | Pay Day | Aug 13, 2025 | $0.04 |
STZ (Slow_and_Steady) | Pay Day | Aug 14, 2025 | $1.02 |
 TJX (II-Quality) | Ex-Dividend | Aug 14, 2025 | $0.42 |
 WAB (jaynemesis) | Ex-Dividend | Aug 14, 2025 | $0.25 |
 WEC (emge2116) | Ex-Dividend | Aug 14, 2025 | $0.89 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
GEHC | Pay Day | Aug 15, 2025 | $0.04 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 RTX (rubymza) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 WMT (campervans) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 LLY (campervans) | Ex-Dividend | Aug 15, 2025 | $1.50 |
PG (DividendGrowth) | Pay Day | Aug 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.52 |
 SHW (DividendGrowth) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY (DividendGrowth) | Pay Day | Aug 15, 2025 | $0.57 |
WMT (II-Quality) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 ACN (II-Quality) | Pay Day | Aug 15, 2025 | $1.48 |
 DUK (II-Quality) | Ex-Dividend | Aug 15, 2025 | $1.06 |
LLY (II-Quality) | Ex-Dividend | Aug 15, 2025 | $1.50 |
MMC (II-Quality) | Pay Day | Aug 15, 2025 | $0.90 |
O (pino428) | Pay Day | Aug 15, 2025 | $0.27 |
AES (Aukie2008) | Pay Day | Aug 15, 2025 | $0.18 |
ALLY (Aukie2008) | Pay Day | Aug 15, 2025 | $0.30 |
CL (celesh) | Pay Day | Aug 15, 2025 | $0.52 |
 SBUX (celesh) | Ex-Dividend | Aug 15, 2025 | $0.61 |
LLY (celesh) | Ex-Dividend | Aug 15, 2025 | $1.50 |
COST (jaynemesis) | Pay Day | Aug 15, 2025 | $1.30 |
 ABT (iBore99) | Pay Day | Aug 15, 2025 | $0.59 |
LLY (iBore99) | Ex-Dividend | Aug 15, 2025 | $1.50 |
O (iBore99) | Pay Day | Aug 15, 2025 | $0.27 |
SHW (emge2116) | Ex-Dividend | Aug 15, 2025 | $0.79 |
CAT | Pay Day | Aug 20, 2025 | $1.51 |
NI (U-optimize) | Pay Day | Aug 20, 2025 | $0.28 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (rubymza) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (campervans) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (YieldKing) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (pino428) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (celesh) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (jaynemesis) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
 IMB.L (ingruc) | Ex-Dividend | Aug 21, 2025 | $0.53 |
C | Pay Day | Aug 22, 2025 | $0.60 |
C (rubymza) | Pay Day | Aug 22, 2025 | $0.60 |
APA (U-optimize) | Pay Day | Aug 22, 2025 | $0.25 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
C (Aukie2008) | Pay Day | Aug 22, 2025 | $0.60 |
SIG (ingruc) | Pay Day | Aug 22, 2025 | $0.32 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
 JNJ (rubymza) | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ (U-optimize) | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI (DividendGrowth) | Ex-Dividend | Aug 26, 2025 | $0.96 |
JNJ (YieldKing) | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ (II-Quality) | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ (pino428) | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ (celesh) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 28, 2025 | $0.05 |
WAB (jaynemesis) | Pay Day | Aug 28, 2025 | $0.25 |
IBKR | Ex-Dividend | Aug 29, 2025 | $0.08 |
 GS (rubymza) | Ex-Dividend | Aug 29, 2025 | $4.00 |
PAYX (II-Quality) | Pay Day | Aug 29, 2025 | $1.08 |
GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
SBUX (celesh) | Pay Day | Aug 29, 2025 | $0.61 |
TGT (DividendGrowth) | Pay Day | Sep 1, 2025 | $1.14 |
TGT (iBore99) | Pay Day | Sep 1, 2025 | $1.14 |
WEC (emge2116) | Pay Day | Sep 1, 2025 | $0.89 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
PFE (Slow_and_Steady) | Pay Day | Sep 2, 2025 | $0.43 |
PFE (U-optimize) | Pay Day | Sep 2, 2025 | $0.43 |
WMT (campervans) | Pay Day | Sep 2, 2025 | $0.24 |
 LMT (DividendGrowth) | Ex-Dividend | Sep 2, 2025 | $3.30 |
WMT (II-Quality) | Pay Day | Sep 2, 2025 | $0.24 |
PFE (pino428) | Pay Day | Sep 2, 2025 | $0.43 |
PFE (ingruc) | Pay Day | Sep 2, 2025 | $0.43 |
ZTS | Pay Day | Sep 3, 2025 | $0.50 |
RTX (rubymza) | Pay Day | Sep 4, 2025 | $0.68 |
 QCOM (U-optimize) | Ex-Dividend | Sep 4, 2025 | $0.89 |
TJX (II-Quality) | Pay Day | Sep 4, 2025 | $0.42 |
QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
SHW (DividendGrowth) | Pay Day | Sep 5, 2025 | $0.79 |
 LHX (DividendGrowth) | Ex-Dividend | Sep 5, 2025 | $1.20 |
 TT (jaynemesis) | Ex-Dividend | Sep 5, 2025 | $0.94 |
SHW (emge2116) | Pay Day | Sep 5, 2025 | $0.79 |
JNJ (rubymza) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (U-optimize) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (DividendGrowth) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (YieldKing) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (II-Quality) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (pino428) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (celesh) | Pay Day | Sep 9, 2025 | $1.30 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
LLY (campervans) | Pay Day | Sep 10, 2025 | $1.50 |
SPGI (DividendGrowth) | Pay Day | Sep 10, 2025 | $0.96 |
LLY (II-Quality) | Pay Day | Sep 10, 2025 | $1.50 |
 ELV (celesh) | Ex-Dividend | Sep 10, 2025 | $1.71 |
LLY (celesh) | Pay Day | Sep 10, 2025 | $1.50 |
LLY (iBore99) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (rubymza) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (campervans) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DividendGrowth) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (YieldKing) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (pino428) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (celesh) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (jaynemesis) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
 GRMN (II-Quality) | Ex-Dividend | Sep 12, 2025 | $0.90 |
GRMN (jaynemesis) | Ex-Dividend | Sep 12, 2025 | $0.90 |
 TMO (Slow_and_Steady) | Ex-Dividend | Sep 15, 2025 | $0.43 |
 KO (DividendGrowth) | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (celesh) | Ex-Dividend | Sep 15, 2025 | $0.51 |
KO (iBore99) | Ex-Dividend | Sep 15, 2025 | $0.51 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
DUK (II-Quality) | Pay Day | Sep 16, 2025 | $1.06 |
TSM (celesh) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (acetoandrea) | Ex-Dividend | Sep 16, 2025 | $0.82 |
GLEN.L (YieldKing) | Pay Day | Sep 19, 2025 | $0.05 |
LHX (DividendGrowth) | Pay Day | Sep 22, 2025 | $1.20 |
QCOM (U-optimize) | Pay Day | Sep 25, 2025 | $0.89 |
ELV (celesh) | Pay Day | Sep 25, 2025 | $1.71 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
LMT (DividendGrowth) | Pay Day | Sep 26, 2025 | $3.30 |
GRMN (II-Quality) | Pay Day | Sep 26, 2025 | $0.90 |
GRMN (jaynemesis) | Pay Day | Sep 26, 2025 | $0.90 |
GS (rubymza) | Pay Day | Sep 29, 2025 | $4.00 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
 PBR (celesh) | Pay Day | Sep 29, 2025 | $0.11 |
 FMC (U-optimize) | Ex-Dividend | Sep 30, 2025 | $0.58 |
TT (jaynemesis) | Pay Day | Sep 30, 2025 | $0.94 |
FMC (emge2116) | Ex-Dividend | Sep 30, 2025 | $0.58 |
IMB.L (ingruc) | Pay Day | Sep 30, 2025 | $0.53 |
 TTE.PA (EuropeEconomy) | Ex-Dividend | Oct 1, 2025 | $0.97 |
KO (DividendGrowth) | Pay Day | Oct 1, 2025 | $0.51 |
 APD (DividendGrowth) | Ex-Dividend | Oct 1, 2025 | $1.79 |
KO (celesh) | Pay Day | Oct 1, 2025 | $0.51 |
TTE.PA (celesh) | Ex-Dividend | Oct 1, 2025 | $0.97 |
TTE.PA (LoicInv) | Ex-Dividend | Oct 1, 2025 | $0.97 |
KO (iBore99) | Pay Day | Oct 1, 2025 | $0.51 |
KNOS.L | Ex-Dividend | Oct 2, 2025 | $0.26 |
 BATS.L (YieldKing) | Ex-Dividend | Oct 2, 2025 | $0.76 |
TTE.PA (EuropeEconomy) | Pay Day | Oct 3, 2025 | $0.97 |
TTE.PA (celesh) | Pay Day | Oct 3, 2025 | $0.97 |
TTE.PA (LoicInv) | Pay Day | Oct 3, 2025 | $0.97 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
TSM (celesh) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
TSM (acetoandrea) | Pay Day | Oct 9, 2025 | $0.82 |
TMO (Slow_and_Steady) | Pay Day | Oct 15, 2025 | $0.43 |
FMC (U-optimize) | Pay Day | Oct 16, 2025 | $0.58 |
FMC (emge2116) | Pay Day | Oct 16, 2025 | $0.58 |
KNOS.L | Pay Day | Oct 24, 2025 | $0.26 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC | Pay Day | Nov 3, 2025 | $0.92 |
BATS.L (YieldKing) | Pay Day | Nov 7, 2025 | $0.76 |
APD (DividendGrowth) | Pay Day | Nov 10, 2025 | $1.79 |
 ASSA-B.ST (II-Quality) | Ex-Dividend | Nov 10, 2025 | $0.28 |
ASSA-B.ST (II-Quality) | Pay Day | Nov 14, 2025 | $0.28 |
 TEF.MC (ingruc) | Ex-Dividend | Dec 16, 2025 | $0.17 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
TEF.MC (ingruc) | Pay Day | Dec 18, 2025 | $0.17 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $0.00 |
GDX (campervans) | Pay Day | Dec 24, 2025 | $0.00 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-8.36
-8.36
-9
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-1.42
-1.42
-2
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
-0.19
-0.19
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-8.36
-8.36
-9
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
-0.28
-0.28
-1
0.75
1.25
2
2
Information Ratio
-1.42
-1.42
-2
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.19
High:
CPNG
227.69CPNGLow:
BILI
-125.06BILIDetails
PEG Ratio
99.71
High:
BLK
932.31BLKLow:
TENB
-248.59TENBDetails
Price/Book
7.36
High:
MA
75.39MALow:
NIO
-168.98NIODetails
Price/Sales
5.98
High:
NVDA
28.57NVDALow:
CNC
0.08CNCDetails
Price/CF
18.19
High:
MRNA
62.64MRNALow:
IBKR
1.38IBKRDetails
Price/FCF
39.96
High:
PEP
5,253.35PEPLow:IBKR
1.4IBKRDetails
P/E Ratio
29.19
High:CPNG
227.69CPNGLow:BILI
-125.06BILIDetails
PEG Ratio
99.71
High:BLK
932.31BLKLow:TENB
-248.59TENBDetails
Price/Book
7.36
High:MA
75.39MALow:NIO
-168.98NIODetails
Price/Sales
5.98
High:NVDA
28.57NVDALow:CNC
0.08CNCDetails
Price/CF
18.19
High:MRNA
62.64MRNALow:IBKR
1.38IBKRDetails
Price/FCF
39.96
High:PEP
5,253.35PEPLow:IBKR
1.4IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.62% | May 2021 | Jun 2025 | 49 |