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-3.6%
This Month
-0.3%
Year To Date
+27.3%
2 Years
+8.14%
5 Years
+8.14%
10 Years
+1.75%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs39.19%
- 🖥️ Technology Services8.95%
- 💰 Finance7.96%
- 💻 Electronic Technology4.74%
- 🛍️ Retail Trade4.2%
- 💇♀️ Consumer Services3.72%
- 🍞 Consumer Non Durables3.62%
- 🧩 Miscellaneous3.45%
- ⛏️ Energy Minerals3.21%
- 🧬 Health Technology2.42%
- 🛠️ Producer Manufacturing2.34%
- 💼 Commercial Services1.9%
- 🪨 Non Energy Minerals1.9%
- 🚚 Transportation1.59%
- 🚗 Consumer Durables1.49%
- 🏭 Industrial Services0.83%
- ⚡ Utilities0.74%
- 🏥 Health Services0.46%
- 🪙 Cryptocurrencies0.36%
- 💹 Forex0.32%
- 🧪 Process Industries0.27%
- 📡 Communications0.26%
- 📦 Distribution Services0.22%
- ❓ Other0.22%
- 💵 Cash0.21%
- 🌾 Commodities0.18%
- 📈 Indexes0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.76%
- 🇺🇸 Nasdaq21.8%
- 🇬🇧 LSE15.79%
- 🇮🇹 Borsa Italiana4.67%
- 🇳🇱 Euronext Amsterdam2.37%
- 🇫🇷 Euronext Paris1.73%
- 🇭🇰 Hong Kong Exchanges1.16%
- 🇩🇪 Xetra ETFs1.1%
- 🇺🇸 Chicago Board Options Exchange1.01%
- 🇩🇪 FRA0.89%
- 🇨🇭 SIX0.51%
- 🇸🇪 Stockholm Stock Exchange0.42%
- 🇪🇸 Bolsa De Madrid0.42%
- 🇳🇴 Oslo Stock Exchange0.4%
- 🌍 Digital Currency0.36%
- 🌍 FX0.32%
- 🇦🇺 Sydney0.24%
- 🇦🇪 Dubai Financial Market0.19%
- 🌍 Commodity0.18%
- 🌍 CFD0.15%
- 🇩🇰 Copenhagen Stock Exchange0.12%
- 🇧🇪 Euronext Brussels0.07%
- Regular Trading Hours - RTH0.04%
- 🇵🇹 Euronext Lisbon0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.12%
- 🇮🇹 Italy4.95%
- 🇬🇧 United Kingdom4.11%
- 🇨🇳 China3.44%
- 🇳🇱 Netherlands2.06%
- 🇫🇷 France1.88%
- 🇨🇦 Canada1.51%
- 🇨🇭 Switzerland0.97%
- 🇹🇼 Taiwan0.9%
- 🇮🇱 Israel0.89%
- 🇩🇪 Germany0.89%
- 🇱🇺 Luxembourg0.6%
- 🇮🇪 Ireland0.57%
- 🇺🇾 Uruguay0.56%
- 🇸🇪 Sweden0.42%
- 🇪🇸 Spain0.42%
- 🇳🇴 Norway0.4%
- 🇦🇺 Australia0.34%
- 🇸🇬 Singapore0.33%
- 🇩🇰 Denmark0.24%
- 🇧🇷 Brazil0.19%
- 🇬🇷 Greece0.15%
- 🇰🇿 Kazakhstan0.15%
- 🇧🇲 Bermuda0.14%
- 🇰🇾 Cayman Islands0.1%
- 🇭🇰 Hong Kong0.07%
- 🇧🇪 Belgium0.06%
- 🇰🇷 South Korea0.01%
- 🇨🇴 Colombia0.01%
- 🇮🇳 India0.01%
- 🇷🇺 Russia0%
- 🇯🇵 Japan0%
- 🇵🇹 Portugal0%
Dividends
Dividend Yield
0.99%
368 out of 647 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HAUTO.OL | 0.03% | 17.05% | - |
 WU | 0.03% | 9.81% | $0.94 |
 BMPS.MI | 0.02% | 11.55% | $0.25 |
 AGNC | 0.02% | 13.13% | $1.44 |
 GSBD | 0.02% | 13.72% | - |
 SPM.MI | 0.02% | 5.08% | - |
 EVO.ST | 0.02% | 5.45% | $31.03 |
 ENI.MI | 0.02% | 5.11% | $0.94 |
 SHEL | 0.02% | 3.5% | $2.7 |
 TTE.PA | 0.02% | 5.08% | $3.06 |
 PLUS.L | 0.02% | 4.08% | $1.33 |
 JD.US | 0.02% | 3.93% | $0.74 |
 HTHT | 0.02% | 3.31% | $0.6 |
 GFC.PA | 0.01% | 7.29% | $5.3 |
 ISP.MI | 0.01% | 6.93% | $0.3 |
 MRK | 0.01% | 2.81% | $3.04 |
 MONC.MI | 0.01% | 2.57% | $1.15 |
 PFE | 0.01% | 6.48% | $1.66 |
 ENEL.MI | 0.01% | 5.04% | $0.43 |
 STLAM.MI | 0.01% | 10.46% | $1.55 |
 BATS.L | 0.01% | 5.48% | $2.36 |
 CVX | 0.01% | 3.71% | $6.28 |
 PG | 0.01% | 2.69% | $3.83 |
 AKRBP.OL | 0.01% | 8.5% | $24.77 |
 VOW.DE | 0.01% | 6.57% | $9 |
 UNH | 0.01% | 3.04% | $7.74 |
 BAMI.MI | 0.01% | 8.36% | $0.56 |
 BP.L | 0.01% | 5.04% | $0.23 |
 RIO | 0.01% | 4.15% | $4.34 |
 TEP.PA | 0.01% | 7.36% | $3.85 |
 NEXI.MI | 0.01% | 8.8% | - |
 UCG.MI | 0.01% | 4.24% | $1.8 |
 RF.PA | 0.01% | 5.6% | $2.42 |
 GRG.L | 0.01% | 4.19% | $0.6 |
 ATHM.CH | 0.01% | 9.74% | $1.68 |
 TTE | 0.01% | 5.19% | $2.69 |
 IIPR | 0.01% | 13.41% | $7.34 |
 ITX.MC | 0.01% | 2.52% | $1.11 |
 SHEL.L | 0.01% | 3.48% | $0.8 |
 TSM | 0.01% | 0.78% | $1.74 |
 NWG | 0.01% | 5.4% | $0.42 |
 BAC | 0.01% | 2.2% | $0.96 |
 QSR | 0.01% | 3.52% | $2.26 |
 PEP | 0.01% | 3.49% | $5.15 |
 NESN.ZU | 0.01% | 3.83% | $3 |
 XOM | 0.01% | 2.69% | $3.76 |
 EQNR.OL | 0.01% | 4.89% | $13.95 |
 BLK | 0.01% | 2.05% | $20.2 |
 MSFT | 0.01% | 0.86% | $3 |
 NOVO-B.CO | 0.01% | 4.69% | $9.4 |
 MCD | 0.01% | 2.2% | $6.53 |
 BABA | 0.01% | 0.79% | $0.98 |
 COP | 0% | 2.8% | $3.25 |
 BCS | 0% | 1.96% | $0.39 |
 G.MI | 0% | 4.18% | $1.28 |
 PRY.MI | 0% | 0.87% | $0.7 |
 JNJ | 0% | 2.13% | $4.81 |
 GTT.PA | 0% | 3.96% | $4.36 |
 SREN.ZU | 0% | 4.83% | $6.22 |
 FDX | 0% | 1.52% | $5.16 |
 DAC | 0% | 3.09% | $3.15 |
 QFIN | 0% | 9.56% | $1.06 |
 INGA.NV | 0% | 4.63% | $1.11 |
 FBK.MI | 0% | 4.04% | $0.69 |
 ZTS | 0% | 1.65% | $1.67 |
 KO | 0% | 2.64% | $1.89 |
 VZ | 0% | 5.49% | $2.66 |
 KAR.ASX | 0% | 3.05% | - |
 0390.HK | 0% | 3.91% | $0.21 |
 PYPL | 0% | 0.6% | - |
 GOOG | 0% | 0.28% | $0.2 |
 BPE.MI | 0% | 3.49% | $0.3 |
 NVO | 0% | 3.45% | $0.98 |
 JPM | 0% | 1.95% | $4.4 |
 3988.HK | 0% | 5.62% | $0.26 |
 GAW.L | 0% | 2.8% | $5.5 |
 GLEN.L | 0% | 2.41% | $0.1 |
 IGG.L | 0% | 3.48% | $0.46 |
 PAAS | 0% | 0.88% | $0.4 |
 WNC | 0% | 3.22% | $0.32 |
 RACE | 0% | 1.16% | $2.64 |
 BNP.PA | 0% | 5.79% | $4.6 |
 PAH3.DE | 0% | 5.54% | $2.56 |
 ENAV.MI | 0% | 5.2% | $0.23 |
 BHP | 0% | 3.37% | $3.01 |
 NKE | 0% | 2.75% | $1.45 |
 PLD | 0% | 2.97% | $3.66 |
 ENGI.PA | 0% | 5.45% | $1.43 |
 FUTR.L | 0% | 4.09% | $0.03 |
 CPR.MI | 0% | 0.99% | $0.07 |
 JIN.ASX | 0% | 5.11% | - |
 RMV.L | 0% | 2.44% | $0.09 |
 NN.NV | 0% | 5.25% | $3.2 |
 UBSG.ZU | 0% | 2.79% | $0.64 |
 B | 0% | 1.81% | $0.4 |
 1913.HK | 0% | 3.32% | - |
 OXY | 0% | 1.83% | $0.8 |
 DIS | 0% | 1.46% | $0.75 |
 EVRG | 0% | 3.27% | $2.54 |
 NEM | 0% | 0.85% | $1.3 |
 BKNG | 0% | 0.93% | $17.5 |
 PBR | 0% | 6.34% | $1.73 |
 OGZDL.L | 0% | 67.74% | - |
 CS.PA | 0% | 6% | $1.98 |
 BYG.L | 0% | 4.84% | $0.45 |
 01211.HK | 0% | 1.56% | $3.41 |
 0998.HK | 0% | 5.61% | $0.38 |
 YUMC | 0% | 1.93% | $0.58 |
 GS | 0% | 1.8% | $11 |
 META | 0% | 0.32% | $1 |
 CCOI | 0% | 8.94% | $3.84 |
 VOW3.DE | 0% | 6.71% | $9.06 |
 DG.PA | 0% | 3.72% | $4.5 |
 SIE.DE | 0% | 2.32% | $4.7 |
 SAN.PA | 0% | 5.23% | $3.76 |
 BC.MI | 0% | 1.35% | $0.91 |
 FMG.ASX | 0% | 6.3% | $2.08 |
 83.HK | 0% | 4.97% | $0.58 |
 IMB.L | 0% | 4.96% | $1.49 |
 WB | 0% | 8.28% | - |
 AEP | 0% | 2.84% | $3.47 |
 ASML.NV | 0% | 0.62% | $6.1 |
 TGT | 0% | 3.81% | $4.42 |
 SL.MI | 0% | 3.23% | $1 |
 BA.L | 0% | 1.62% | $0.3 |
 CRM | 0% | 0.87% | $0.4 |
 DBK.DE | 0% | 3.48% | $0.45 |
 SNY | 0% | 3.46% | $1.48 |
 0700.HK | 0% | 0.9% | $3.4 |
 LIGHT.NV | 0% | 8.42% | $1.55 |
 SM | 0% | 3.34% | $0.66 |
 MSCI | 0% | 1.31% | $5.96 |
 MC.PA | 0% | 2.56% | $13 |
 YUM | 0% | 1.83% | $2.55 |
 TE.PA | 0% | 2.91% | $0.57 |
 PBR.A | 0% | 7.19% | $2.21 |
 GRI.L | 0% | 4.5% | $0.07 |
 AZN.L | 0% | 1.56% | $2.28 |
 UMG.NV | 0% | 2.73% | $0.51 |
 MFEB.MI | 0% | 7.07% | $0.25 |
 P911.DE | 0% | 5.84% | $2.31 |
 V | 0% | 0.78% | $2.01 |
 SU.PA | 0% | 1.51% | $3.5 |
 TNK | 0% | 1.29% | $1 |
 BBVA.MC | 0% | 3.9% | $0.45 |
 NTES | 0% | 2.53% | $2.58 |
 HSBC | 0% | 4.28% | $3.03 |
 CNQ | 0% | 3.82% | $1.48 |
 ORCL | 0% | 1.31% | $1.6 |
 SPGI | 0% | 0.87% | $3.62 |
 LTMC.MI | 0% | 1.2% | $0.26 |
 GSK.L | 0% | 3.1% | $0.59 |
 C | 0% | 2.14% | $2.12 |
 CRGY | 0% | 4.17% | $0.48 |
 AESI | 0% | 7.47% | $0.78 |
 HPQ | 0% | 6.17% | $1.1 |
 HBR.L | 0% | 7.39% | $0.2 |
 BBY | 0% | 5.67% | $3.72 |
 JKS | 0% | 5.31% | $1.48 |
 A2A.MI | 0% | 4.25% | $0.1 |
 O | 0% | 4.92% | $3.09 |
 IHG | 0% | 1.24% | $1.49 |
 MTCH | 0% | 2.52% | - |
 HOG | 0% | 3.74% | $0.68 |
 BMY | 0% | 4.05% | $2.34 |
 NEE | 0% | 2.52% | $1.97 |
 QCOM | 0% | 2.58% | $3.25 |
 CB | 0% | 1.17% | $3.49 |
 OR.PA | 0% | 1.91% | $6.6 |
 KNOS.L | 0% | 3.77% | $0.36 |
 ELS | 0% | 3.07% | $1.85 |
 LNT | 0% | 2.87% | $1.87 |
 PRX.NV | 0% | 0.48% | $0.07 |
 VICI | 0% | 5.93% | $1.66 |
 BX | 0% | 4.16% | $3.36 |
 9988.HK | 0% | 0.81% | $0.98 |
 KR | 0% | 2.03% | $1.16 |
 2318.HK | 0% | 4.38% | $2.63 |
 RR.L | 0% | 0.7% | - |
 AU | 0% | 3.15% | $0.22 |
 VNOM | 0% | 4.94% | $2.08 |
 ETN | 0% | 1.19% | $3.6 |
 CCL | 0% | 0.54% | - |
 PM | 0% | 3.19% | $5.2 |
 CL | 0% | 2.19% | $1.96 |
 ASSA-B.ST | 0% | 1.73% | $5.4 |
 WM | 0% | 1.4% | $2.9 |
 MA | 0% | 0.62% | $2.46 |
 EXPE | 0% | 0.77% | - |
 ABBN.ZU | 0% | 1.38% | $0.87 |
 XEL | 0% | 2.8% | $2.13 |
 LRCX | 0% | 0.46% | $8 |
 ADP | 0% | 3% | $5.45 |
 CHD | 0% | 1.16% | $1.11 |
 ADS.DE | 0% | 1.36% | $0.7 |
 HO.PA | 0% | 1.54% | $3.4 |
 YOU | 0% | 1.08% | $0.35 |
 DSFIR.NV | 0% | 4.23% | $2.5 |
 SUZ | 0% | 1.71% | $0.2 |
 BF-B | 0% | 3.48% | $0.86 |
 JKHY | 0% | 1.4% | $2.14 |
 IBE.MC | 0% | 2.75% | $0.45 |
 SAN.MC | 0% | 1.94% | $0.14 |
 ACN | 0% | 2.98% | $4.99 |
 MKC | 0% | 2.79% | $1.62 |
 BRO | 0% | 0.89% | $0.51 |
 FMC | 0% | 9.65% | $2.32 |
 AAPL | 0% | 0.4% | $0.97 |
 SAP.DE | 0% | 1.48% | $2.2 |
 CFR.ZU | 0% | 2.06% | $2.75 |
 BARC.L | 0% | 1.99% | $0.08 |
 TJX | 0% | 1.09% | $1.42 |
 TXN | 0% | 2.77% | $5.14 |
 NXPI | 0% | 1.89% | $4.06 |
 MDT.US | 0% | 2.97% | $2.77 |
 AES | 0% | 4.95% | $0.68 |
 GLE.PA | 0% | 1.64% | $0.9 |
 AVGO | 0% | 0.71% | $19.7 |
 AXP | 0% | 1.1% | $2.6 |
 MCO | 0% | 0.82% | $3.24 |
 NTAP | 0% | 2.11% | $2.02 |
 WMT | 0% | 0.78% | $0.81 |
 RLJ | 0% | 7.37% | $0.4 |
 LMT | 0% | 2.03% | $12.45 |
 VPK.NV | 0% | 3.9% | $1.5 |
 TEF.MC | 0% | 6.74% | $0.24 |
 ABI.BR | 0% | 1.24% | $0.57 |
 UNP | 0% | 2.06% | $5.2 |
 TCOM.CH | 0% | 0.55% | - |
 AIR.PA | 0% | 1.11% | $1.8 |
 OVV | 0% | 2.32% | $1.2 |
 MPT | 0% | 6.18% | $0.6 |
 SLGN | 0% | 1.73% | $0.74 |
 LIN | 0% | 1.23% | $5.33 |
 TWEKA.NV | 0% | 4.13% | $1.7 |
 ASML | 0% | 0.54% | $5.57 |
 ROG.ZU | 0% | 2.75% | $9.6 |
 VALE | 0% | 7.89% | $1.33 |
 LOW | 0% | 1.85% | $4.45 |
 EL | 0% | 1.41% | $2.64 |
 DB1.DE | 0% | 1.65% | $3.8 |
 ASM.NV | 0% | 0.41% | $2.75 |
 SHW | 0% | 0.91% | $2.64 |
 DAN.MI | 0% | 0.48% | $0.31 |
 DAL | 0% | 1.13% | $0.3 |
 AKZA.NV | 0% | 3.58% | $1.98 |
 AMAT | 0% | 0.51% | $1.44 |
 NOC | 0% | 1.23% | $7.67 |
 DPZ | 0% | 1.78% | $5.44 |
 TEL.US | 0% | 1.36% | $3.9 |
 ROL | 0% | 1.2% | $0.58 |
 CSL | 0% | 1.1% | $3.4 |
 WBD.MI | 0% | 2.55% | $0.07 |
 VIE.PA | 0% | 4.44% | $1.25 |
 LHX | 0% | 1.34% | $4.6 |
 IFX.DE | 0% | 0.79% | $0.35 |
 NEX.PA | 0% | 2.07% | $2.3 |
 ADI.US | 0% | 1.2% | $3.56 |
 BN.US | 0% | 0.58% | $0.3 |
 FDS | 0% | 1.96% | $3.98 |
 AGN.NV | 0% | 6.1% | $0.3 |
 JOE | 0% | 0.83% | $0.48 |
 0992.HK | 0% | 4.22% | $0.38 |
 RHM.DE | 0% | 0.5% | $5.7 |
 TT | 0% | 0.88% | $3.27 |
 ENR.DE | 0% | 0.43% | - |
 IBKR | 0% | 0.46% | - |
 GILD | 0% | 2.16% | $3.04 |
 FCX | 0% | 0.92% | $0.6 |
 RSG | 0% | 1.07% | $2.14 |
 ALLY | 0% | 2.97% | $1.2 |
 REL.L | 0% | 2.62% | $0.59 |
 REGN | 0% | 0.46% | - |
 ABT | 0% | 2.18% | $2.16 |
 VRSK | 0% | 0.87% | $1.46 |
 RGLD | 0% | 0.66% | $1.58 |
 9618.HK | 0% | 4% | $2.97 |
 ROP | 0% | 0.97% | $2.93 |
 GOOGL | 0% | 0.28% | $0.2 |
 AME | 0% | 0.55% | $1.06 |
 GRMN | 0% | 0.36% | $3.71 |
 CAH | 0% | 0.92% | $2.01 |
 UI | 0% | 0.38% | $2.4 |
 MRVL | 0% | 0.3% | $0.24 |
 BEPC | 0% | 3.7% | - |
 MU | 0% | 0.11% | $0.46 |
 ALB | 0% | 0.98% | $1.6 |
 IMCD.NV | 0% | 2.51% | $2.24 |
 1816.HK | 0% | 3.23% | $0.1 |
 FNV | 0% | 0.58% | $1.41 |
 AALB.NV | 0% | 3.38% | $1.13 |
 WEC | 0% | 3.09% | $3.23 |
 FAST | 0% | 1.96% | $1.48 |
 MKTX | 0% | 1.62% | $2.92 |
 CARR | 0% | 1.5% | $0.76 |
 SIKA.ZU | 0% | 2.46% | $3.3 |
 RNG | 0% | 0.19% | - |
 ROCKB.CO | 0% | 3.25% | $43 |
 CPINV.BR | 0% | 12.94% | - |
 FIS | 0% | 3.34% | $1.76 |
 ACA.PA | 0% | 6.35% | $1.05 |
 MUR | 0% | 3.89% | $1.15 |
 CASY | 0% | 0.32% | $1.79 |
 01177.HK | 0% | 1.53% | $0.05 |
 AON | 0% | 0.87% | $2.52 |
 COA.L | 0% | 2.49% | $0.02 |
 CVS | 0% | 3.32% | $2.54 |
 BOL.ST | 0% | 1.64% | $7.5 |
 GPRK | 0% | 4.2% | $0.55 |
 ODFL | 0% | 0.53% | $0.92 |
 IRE.MI | 0% | 4.84% | $0.11 |
 WPM | 0% | 0.43% | $0.61 |
 CLX | 0% | 4.26% | $4.8 |
 COL.MC | 0% | 4.53% | $0.22 |
 SMSN.L | 0% | 0.66% | $23.68 |
 CEG | 0% | 0.49% | - |
 BAS.DE | 0% | 4.81% | $3.4 |
 EPC | 0% | 2.8% | $0.6 |
 CVE | 0% | 2.56% | $0.44 |
 LAND.L | 0% | 6.5% | $0.4 |
 RNO.PA | 0% | 7.56% | $1.85 |
 LHA.DE | 0% | 3.64% | $0.3 |
 DOC | 0% | 6.95% | $1.2 |
 NVDA | 0% | 0.02% | $0.02 |
 INFY | 0% | 3.07% | $0.39 |
 WST | 0% | 0.35% | $0.8 |
 CLN.ZU | 0% | 5.38% | $0.42 |
 EZJ.L | 0% | 3.11% | $0.05 |
 SK.PA | 0% | 6.01% | $2.62 |
 CPB | 0% | 6.21% | $1.48 |
 BLND.L | 0% | 5.84% | $0.23 |
 PIRC.MI | 0% | 5.69% | $0.2 |
 CEG.RTH | 0% | 0.48% | - |
 NAS.OL | 0% | 5.71% | - |
 AEG | 0% | 5.52% | $0.28 |
 EDP.LSB | 0% | 4.63% | $0.2 |
 COST | 0% | 0.52% | $19.22 |
 GEHC | 0% | 0.18% | $0.12 |
 BAYN.DE | 0% | 0.3% | $0.11 |
 D | 0% | 4.29% | $2.67 |
 HOLN.ZU | 0% | 4.51% | $2.8 |
 SON.LS | 0% | 3.06% | - |
 JBHT | 0% | 0.75% | $1.7 |
 PWR | 0% | 0.07% | $0.35 |
 HDB | 0% | 1.04% | $0.6 |
 DUK | 0% | 3.23% | $4.1 |
 HBAN | 0% | 3.68% | $0.62 |
 MNDI.L | 0% | 2.82% | $0.62 |
 NTDOY | 0% | 0.99% | $0.24 |
 EOAN.DE | 0% | 2.88% | $0.53 |
 BVI.PA | 0% | 3.11% | $0.83 |
 SBUX | 0% | 2.55% | $2.24 |
 WAB | 0% | 0.41% | $0.74 |
 CCJ | 0% | 0.15% | $0.09 |
 TMUS | 0% | 1.76% | $1.95 |
 RYAAY | 0% | 1.08% | $0.93 |
 HEI.DE | 0% | 1.79% | $3 |
 WDC | 0% | 0.17% | - |
 LB | 0% | 0.56% | - |
 RMS.PA | 0% | 0.93% | $25 |
 1876.HK | 0% | 0.76% | - |
 PAGS | 0% | 0% | - |
 ITUB | 0% | -0.98% | $-0.15 |
 TGLS | 0% | -1.31% | $-0.4 |
 LLY | 0% | -0.62% | $-4.86 |
 SCCO | 0% | -1.61% | $-3.76 |
 LDO.MI | 0% | -0.87% | $-0.28 |
 TFC | 0% | -4.24% | $-2.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 2.5/10
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-6.87
-6.87
-7
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Beta
0.73
0.73
0
0.8
1.2
0
2
Sharpe Ratio
-0.02
-0.02
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.02
-0.02
-1
1
2
3
3
Jensen's Alpha
-6.87
-6.87
-7
0
2
4.5
4.5
Omega Ratio
0.38
0.38
0
1
1.5
2.5
2.5
Treynor Ratio
-0.02
-0.02
-1
0.75
1.25
2
2
Information Ratio
-1.28
-1.28
-2
0.3
0.6
1
1
Calmar Ratio
0.07
0.07
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.5
High:BP.L
4,375BP.LLow:
PHARM.NV
-6,880PHARM.NVDetails
PEG Ratio
329.55
High:MKC
21,917.81MKCLow:PHARM.NV
-6,938.06PHARM.NVDetails
Price/Book
6.25
High:CL
1,413.65CLLow:MCD
-131.7MCDDetails
Price/Sales
5.08
High:
SERV
310.29SERVLow:
OKLO
-OKLODetails
Price/CF
18.64
High:
MSTR
7,511.07MSTRLow:GLE.PA
0.69GLE.PADetails
Price/FCF
48.93
High:PEP
5,797.72PEPLow:ACA.PA
0.96ACA.PADetails
P/E Ratio
27.5
High:BP.L
4,375BP.LLow:PHARM.NV
-6,880PHARM.NVDetails
PEG Ratio
329.55
High:MKC
21,917.81MKCLow:PHARM.NV
-6,938.06PHARM.NVDetails
Price/Book
6.25
High:CL
1,413.65CLLow:MCD
-131.7MCDDetails
Price/Sales
5.08
High:SERV
310.29SERVLow:OKLO
-OKLODetails
Price/CF
18.64
High:MSTR
7,511.07MSTRLow:GLE.PA
0.69GLE.PADetails
Price/FCF
48.93
High:PEP
5,797.72PEPLow:ACA.PA
0.96ACA.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-33.62% | May 2021 | Jun 2025 | 49 |
-3.6% | Mar 2026 | - | 1 |
-0.41% | Nov 2025 | Jan 2026 | 2 |