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-0.13%
This Month
+0.4%
Year To Date
+2.17%
2 Years
+2.17%
5 Years
+2.17%
10 Years
+2.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash21.7%
- 🪙 Cryptocurrencies16.37%
- 💻 Electronic Technology12.71%
- 🖥️ Technology Services11.48%
- 📊 ETFs8.03%
- 💰 Finance6.17%
- 🛍️ Retail Trade3.59%
- 🍞 Consumer Non Durables3.06%
- 🧬 Health Technology2.6%
- 🚗 Consumer Durables2.08%
- 🚚 Transportation1.9%
- 🏥 Health Services1.64%
- 🛠️ Producer Manufacturing1.45%
- 🪨 Non Energy Minerals1.35%
- 💇♀️ Consumer Services1.1%
- ⛏️ Energy Minerals1.09%
- ⚡ Utilities1.06%
- 💼 Commercial Services0.99%
- 🧩 Miscellaneous0.95%
- 📡 Communications0.56%
- 🧪 Process Industries0.53%
- ❓ Other0.51%
- 🏭 Industrial Services0.28%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.3%
- 🇺🇸 NYSE21.17%
- 🌍 Digital Currency16.37%
- 🇬🇧 LSE4.72%
- 🇩🇪 FRA1.98%
- 🇩🇪 Xetra ETFs1.6%
- 🇫🇷 Euronext Paris1.46%
- 🇮🇹 Borsa Italiana1.17%
- 🇭🇰 Hong Kong Exchanges0.9%
- 🇺🇸 Chicago Board Options Exchange0.47%
- 🇦🇺 Sydney0.4%
- 🇳🇴 Oslo Stock Exchange0.34%
- 🇩🇰 Copenhagen Stock Exchange0.27%
- 🇸🇪 Stockholm Stock Exchange0.13%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇨🇭 SIX0.09%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.23%
- 🇨🇳 China2.83%
- 🇬🇧 United Kingdom2.44%
- 🇩🇪 Germany2.08%
- 🇨🇦 Canada1.75%
- 🇫🇷 France1.42%
- 🇳🇱 Netherlands1.33%
- 🇮🇹 Italy0.94%
- 🇹🇼 Taiwan0.8%
- 🇩🇰 Denmark0.72%
- 🇸🇬 Singapore0.7%
- 🇧🇷 Brazil0.6%
- 🇦🇺 Australia0.4%
- 🇮🇳 India0.35%
- 🇮🇱 Israel0.31%
- 🇰🇷 South Korea0.29%
- 🇬🇷 Greece0.27%
- 🇨🇭 Switzerland0.18%
- 🇳🇴 Norway0.15%
- 🇰🇾 Cayman Islands0.14%
- 🇸🇪 Sweden0.13%
- 🇧🇲 Bermuda0.12%
- 🇭🇰 Hong Kong0.12%
- 🇮🇪 Ireland0.11%
- 🇨🇾 Cyprus0.08%
- 🇺🇾 Uruguay0.06%
- 🇯🇵 Japan0.05%
Dividends
Dividend Yield
1.32%
220 out of 408 instruments pay dividend.
73 dividend payments in the next 30 days.
Highest Dividend: $ZIM (50.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARR | 0.12% | 18.28% | $3.84 |
 PSEC | 0.09% | 25.26% | $0.72 |
 ORC | 0.08% | 20.11% | $1.56 |
 PBR.A | 0.04% | 10.4% | $2.21 |
 ZIM | 0.03% | 50.64% | $0.23 |
 UNH | 0.03% | 2.74% | $7.74 |
 PBR | 0.03% | 15.13% | $1.73 |
 OXSQ | 0.03% | 5.11% | - |
 LGEN.L | 0.02% | 9.16% | $0.2 |
 FMG.ASX | 0.02% | 5.85% | $2.08 |
 ASHM.L | 0.02% | 10.4% | $0.17 |
 CYBR.L | 0.02% | 16.24% | - |
 PFE | 0.02% | 6.92% | $1.66 |
 STLAM.MI | 0.02% | 8.77% | $1.55 |
 PEP | 0.02% | 3.81% | $5.15 |
 BWLPG.OL | 0.02% | 9.39% | $37.72 |
 HAUTO.OL | 0.02% | 31.87% | - |
 AGNC | 0.02% | 13.97% | $1.44 |
 PHNX.L | 0.02% | 8.08% | $0.53 |
 PAH3.DE | 0.01% | 5.31% | $2.56 |
 QYLD | 0.01% | 11.23% | - |
 TQQQ | 0.01% | 1.11% | - |
 MNG.L | 0.01% | 7.79% | $0.2 |
 KHC | 0.01% | 5.89% | $1.6 |
 MC.PA | 0.01% | 2.63% | $13 |
 IIPR | 0.01% | 13.34% | $7.34 |
 VOW3.DE | 0.01% | 6.37% | $9.06 |
 BGS | 0.01% | 16.48% | $0.76 |
 TEP.PA | 0.01% | 6.37% | $3.85 |
 SPXL | 0.01% | 0.91% | - |
 UPS | 0.01% | 7.74% | $6.5 |
 LDO.MI | 0.01% | 1.1% | $0.28 |
 NOVO-B.CO | 0.01% | 3.33% | $9.4 |
 SBLK | 0.01% | 4.11% | $1.82 |
 IEP | 0.01% | 23.85% | $4 |
 VZ | 0.01% | 6.13% | $2.66 |
 ETL.PA | 0.01% | 22.13% | - |
 NVO | 0.01% | 2.23% | $0.98 |
 BLV | 0.01% | 4.61% | - |
 GOOG | 0.01% | 0.35% | $0.2 |
 BABA | 0.01% | 0.76% | $0.98 |
 TSM | 0.01% | 1.01% | $1.74 |
 BLK | 0.01% | 1.89% | $20.2 |
 WU | 0.01% | 10.66% | $0.94 |
 GSK | 0.01% | 4.03% | $1.45 |
 TWO | 0.01% | 15.82% | $1.8 |
 SDIV | 0.01% | 10.34% | - |
 TSN | 0.01% | 3.58% | $1.96 |
 SU | 0.01% | 4.2% | $1.59 |
 BNP.PA | 0.01% | 6.26% | $4.6 |
 VICI | 0.01% | 5.16% | $1.66 |
 VNOM | 0.01% | 6.32% | $2.08 |
 QCOM | 0.01% | 2.18% | $3.25 |
 MFA | 0.01% | 13.7% | $1.4 |
 HR | 0.01% | 6.51% | $1.24 |
 DGE.L | 0.01% | 3.89% | $0.81 |
 ARKI.L | 0.01% | 3.55% | - |
 AMGN | 0.01% | 3.32% | $8.76 |
 NA9.DE | 0.01% | 2.01% | - |
 NLY | 0.01% | 12.26% | $2.6 |
 ADAM | 0.01% | 10.83% | $1 |
 MPW | 0.01% | 7.01% | $0.6 |
 NWL | 0.01% | 4.4% | $0.28 |
 ASML | 0.01% | 0.78% | $5.57 |
 MRK | 0% | 3.86% | $3.04 |
 SMSN.L | 0% | 1.69% | $23.68 |
 MBG.DE | 0% | 8.11% | $5.3 |
 PSN.L | 0% | 5.49% | $0.6 |
 AEP | 0% | 3.46% | $3.47 |
 EFC | 0% | 11.33% | $1.72 |
 CVX | 0% | 4.4% | $6.28 |
 SKF-B.ST | 0% | 3.25% | $7.5 |
 SLG | 0% | 4.96% | $3.17 |
 HLAG.DE | 0% | 6.53% | $9.25 |
 GOOGL | 0% | 0.35% | $0.2 |
 VALE | 0% | 6.95% | $1.33 |
 NAT | 0% | 8.32% | $0.43 |
 O | 0% | 5.41% | $3.09 |
 ENOG.L | 0% | 10.28% | $0.95 |
 PEG | 0% | 3.07% | $2.34 |
 RNO.PA | 0% | 6.69% | $1.85 |
 STLA.US | 0% | 8.81% | $1.71 |
 ARKK.L | 0% | 5.38% | - |
 LMT | 0% | 2.86% | $12.45 |
 FRO | 0% | 4.89% | $2.17 |
 KER.PA | 0% | 2.54% | $14 |
 MCD | 0% | 2.26% | $6.53 |
 ARI | 0% | 9.17% | $1.4 |
 IBM | 0% | 2.7% | $6.65 |
 01211.HK | 0% | 1.37% | $3.41 |
 ED | 0% | 3.47% | $3.28 |
 NI | 0% | 2.78% | $1.05 |
 NESN.ZU | 0% | 4.04% | $3 |
 NE | 0% | 7.01% | $1.7 |
 GSL | 0% | 6.25% | $1.5 |
 APLE | 0% | 7.41% | $0.96 |
 TMUS | 0% | 1.4% | $1.95 |
 MSFT | 0% | 0.67% | $3 |
 CVS | 0% | 3.62% | $2.54 |
 ETR | 0% | 2.74% | $4.46 |
 KO | 0% | 2.97% | $1.89 |
 MONC.MI | 0% | 2.77% | $1.15 |
 CNXC | 0% | 2.48% | $1.18 |
 MCG.L | 0% | 2.42% | $0.07 |
 VOO | 0% | 1.22% | - |
 JPM | 0% | 1.8% | $4.4 |
 LTC.US | 0% | 6.23% | $2.28 |
 TGT | 0% | 4.84% | $4.42 |
 BAC | 0% | 2.14% | $0.96 |
 RWE.DE | 0% | 3.14% | $1 |
 HPQ | 0% | 3.96% | $1.1 |
 MS | 0% | 2.55% | $3.4 |
 RMS.PA | 0% | 1.28% | $25 |
 NKE | 0% | 2.17% | $1.45 |
 META | 0% | 0.27% | $1 |
 KR | 0% | 1.94% | $1.16 |
 SJM | 0% | 3.87% | $4.24 |
 BAS.DE | 0% | 5.12% | $3.4 |
 HAS | 0% | 3.51% | $2.8 |
 T | 0% | 3.76% | $1.11 |
 JNJ | 0% | 2.86% | $4.81 |
 PG | 0% | 2.59% | $3.83 |
 XLE | 0% | 3.37% | - |
 EZJ.L | 0% | 2.59% | $0.05 |
 INDA | 0% | 0.72% | - |
 P911.DE | 0% | 5.25% | $2.31 |
 HPE | 0% | 2.22% | $0.51 |
 SPY | 0% | 1.16% | - |
 PUB.PA | 0% | 4.37% | $3.4 |
 LLY | 0% | 0.8% | $4.86 |
 HIG | 0% | 1.58% | $1.84 |
 FRT | 0% | 4.33% | $4.36 |
 HON | 0% | 2.11% | $4.27 |
 PSA | 0% | 4.04% | $12 |
 EL | 0% | 1.57% | $2.64 |
 EQIX | 0% | 2.38% | $16.19 |
 FNV | 0% | 0.79% | $1.41 |
 WOW.ASX | 0% | 3.04% | $1.05 |
 JXN | 0% | 3.26% | $2.64 |
 LB | 0% | 0.77% | - |
 WM | 0% | 1.47% | $2.9 |
 SIE.DE | 0% | 2.31% | $4.7 |
 CDI.PA | 0% | 2.75% | $13 |
 NXPI | 0% | 1.8% | $4.06 |
 CMCSA | 0% | 3.86% | $1.2 |
 WPM | 0% | 0.64% | $0.61 |
 AAPL | 0% | 0.43% | $0.97 |
 AFX.DE | 0% | 1.44% | $1.1 |
 LIN | 0% | 1.26% | $5.33 |
 ADS.DE | 0% | 1.14% | $0.7 |
 SIMO | 0% | 2.43% | $1.49 |
 APH | 0% | 0.6% | $0.44 |
 AMT | 0% | 3.36% | $6.56 |
 TPL | 0% | 0.72% | $4.5 |
 RHM.DE | 0% | 0.47% | $5.7 |
 MU | 0% | 0.35% | $0.46 |
 LUV | 0% | 2.32% | $0.72 |
 0700.HK | 0% | 0.74% | $3.4 |
 CAT | 0% | 1.36% | $5.31 |
 AVGO | 0% | 0.69% | $19.7 |
 ATKR | 0% | 2.21% | $0.64 |
 SAP.DE | 0% | 1.03% | $2.2 |
 ORCL | 0% | 0.77% | $1.6 |
 INTC | 0% | 0.51% | $0.5 |
 BA.L | 0% | 1.92% | $0.3 |
 NOV | 0% | 2.27% | $0.23 |
 IWM | 0% | 1.15% | - |
 SEI.US | 0% | 1.82% | $0.47 |
 SMFG | 0% | 2.38% | $0.29 |
 9988.HK | 0% | 0.78% | $0.98 |
 DB1.DE | 0% | 1.63% | $3.8 |
 CSCO | 0% | 2.44% | $1.58 |
 DIS | 0% | 0.85% | $0.75 |
 STZ | 0% | 2.74% | $3.68 |
 LDOS | 0% | 0.9% | $1.5 |
 BESI.NV | 0% | 2.01% | $2.15 |
 ACN | 0% | 2.33% | $4.99 |
 VST | 0% | 0.48% | $0.85 |
 BKNG | 0% | 0.68% | $17.5 |
 XLF | 0% | 1.38% | - |
 FCX | 0% | 1.3% | $0.6 |
 EA | 0% | 0.45% | $0.76 |
 WRB.US | 0% | 0.46% | $0.45 |
 AMAT | 0% | 1.06% | $1.44 |
 DIA.US | 0% | 1.53% | - |
 OXY | 0% | 2.07% | $0.8 |
 NVDA | 0% | 0.02% | $0.02 |
 XLB | 0% | 1.94% | - |
 QQQ | 0% | 0.51% | - |
 PRU.L | 0% | 1.85% | $0.28 |
 KGC | 0% | 0.56% | $0.12 |
 STX.US | 0% | 1.52% | $2.8 |
 STMPA.PA | 0% | 1.36% | $0.28 |
 TAN | 0% | 0.48% | - |
 AMKR | 0% | 1.35% | $0.31 |
 COST | 0% | 0.51% | $19.22 |
 ASML.NV | 0% | 0.98% | $6.1 |
 JOE | 0% | 1.1% | $0.48 |
 MSCI | 0% | 1.26% | $5.96 |
 DELL | 0% | 1.55% | $1.63 |
 INTU | 0% | 0.64% | $3.6 |
 0968.HK | 0% | 1.14% | $0.23 |
 XLY | 0% | 0.84% | - |
 CNR | 0% | 0.73% | $1.1 |
 MRVL | 0% | 0.38% | $0.24 |
 WMT | 0% | 0.94% | $0.81 |
 REGN | 0% | 0.46% | - |
 PAYC | 0% | 0.67% | $1.5 |
 CRM | 0% | 0.65% | $0.4 |
 VU.PA | 0% | 0.3% | $0.3 |
 KOG.OL | 0% | 0.83% | - |
 CQQQ | 0% | 0.25% | - |
 PVH | 0% | 0.17% | $0.15 |
 CEG | 0% | 0.51% | - |
 TMO | 0% | 0.34% | $1.48 |
 AG | 0% | 0.22% | $0.02 |
 VRT | 0% | 0.12% | $0.06 |
 MAS | 0% | -1.62% | $-1.15 |
 CE | 0% | -1.63% | $-2.8 |
 SWKS | 0% | -3.75% | $-2.72 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
PAYC | Pay Day | Sep 8, 2025 | $0.38 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
PEG | Ex-Dividend | Sep 9, 2025 | $0.63 |
ZIM | Pay Day | Sep 9, 2025 | $0.06 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
AEP | Pay Day | Sep 10, 2025 | $0.93 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
MNG.L | Ex-Dividend | Sep 11, 2025 | $0.09 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
FNV | Ex-Dividend | Sep 11, 2025 | $0.38 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
NOV | Ex-Dividend | Sep 12, 2025 | $0.08 |
WM | Ex-Dividend | Sep 12, 2025 | $0.82 |
FRO | Ex-Dividend | Sep 12, 2025 | $0.36 |
NAT | Ex-Dividend | Sep 12, 2025 | $0.10 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
CNR | Pay Day | Sep 15, 2025 | $0.10 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
ED | Pay Day | Sep 15, 2025 | $0.85 |
NWL | Pay Day | Sep 15, 2025 | $0.07 |
LDOS | Ex-Dividend | Sep 15, 2025 | $0.40 |
BWLPG.OL | Pay Day | Sep 15, 2025 | $0.22 |
PSA | Ex-Dividend | Sep 15, 2025 | $3.00 |
O | Pay Day | Sep 15, 2025 | $0.27 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
AG | Pay Day | Sep 15, 2025 | $0.00 |
APLE | Pay Day | Sep 15, 2025 | $0.08 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
SLG | Pay Day | Sep 15, 2025 | $0.26 |
JXN | Ex-Dividend | Sep 15, 2025 | $0.80 |
MCD | Pay Day | Sep 16, 2025 | $1.77 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
APH | Ex-Dividend | Sep 16, 2025 | $0.16 |
SWKS | Pay Day | Sep 16, 2025 | -$0.71 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
TPL | Pay Day | Sep 16, 2025 | $1.60 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
NXPI | Ex-Dividend | Sep 17, 2025 | $1.01 |
EQIX | Pay Day | Sep 17, 2025 | $4.69 |
LIN | Pay Day | Sep 18, 2025 | $1.50 |
HPE | Ex-Dividend | Sep 18, 2025 | $0.13 |
VICI | Ex-Dividend | Sep 18, 2025 | $0.45 |
LB | Pay Day | Sep 18, 2025 | $0.10 |
VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
JOE | Pay Day | Sep 19, 2025 | $0.14 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
STMPA.PA | Ex-Dividend | Sep 22, 2025 | $0.09 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
AMKR | Pay Day | Sep 23, 2025 | $0.08 |
IEP | Pay Day | Sep 24, 2025 | $0.50 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
PVH | Pay Day | Sep 24, 2025 | $0.04 |
STMPA.PA | Pay Day | Sep 24, 2025 | $0.09 |
FRO | Pay Day | Sep 24, 2025 | $0.36 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
SU | Pay Day | Sep 25, 2025 | $0.41 |
FNV | Pay Day | Sep 25, 2025 | $0.38 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
NE | Pay Day | Sep 25, 2025 | $0.50 |
JXN | Pay Day | Sep 25, 2025 | $0.80 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
NOV | Pay Day | Sep 26, 2025 | $0.08 |
WM | Pay Day | Sep 26, 2025 | $0.82 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
PSEC | Ex-Dividend | Sep 26, 2025 | $0.04 |
FMG.ASX | Pay Day | Sep 26, 2025 | $0.39 |
WOW.ASX | Pay Day | Sep 26, 2025 | $0.29 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
NAT | Pay Day | Sep 29, 2025 | $0.10 |
ORC | Pay Day | Sep 29, 2025 | $0.12 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
PEG | Pay Day | Sep 30, 2025 | $0.63 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
PSA | Pay Day | Sep 30, 2025 | $3.00 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
BGS | Ex-Dividend | Sep 30, 2025 | $0.19 |
EFC | Pay Day | Sep 30, 2025 | $0.13 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
CMCSA | Ex-Dividend | Oct 1, 2025 | $0.33 |
FRT | Ex-Dividend | Oct 1, 2025 | $1.13 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
HIG | Pay Day | Oct 2, 2025 | $0.52 |
CSCO | Ex-Dividend | Oct 3, 2025 | $0.41 |
TWO | Ex-Dividend | Oct 3, 2025 | $0.34 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
APH | Pay Day | Oct 8, 2025 | $0.16 |
NXPI | Pay Day | Oct 8, 2025 | $1.01 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
VICI | Pay Day | Oct 9, 2025 | $0.45 |
GSK | Pay Day | Oct 9, 2025 | $0.43 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
TMO | Pay Day | Oct 15, 2025 | $0.43 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
FRT | Pay Day | Oct 15, 2025 | $1.13 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
PRU.L | Pay Day | Oct 16, 2025 | $0.08 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
MNG.L | Pay Day | Oct 17, 2025 | $0.09 |
HPE | Pay Day | Oct 17, 2025 | $0.13 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
CMCSA | Pay Day | Oct 22, 2025 | $0.33 |
PSEC | Pay Day | Oct 22, 2025 | $0.04 |
BGS | Pay Day | Oct 27, 2025 | $0.19 |
TWO | Pay Day | Oct 29, 2025 | $0.34 |
NI | Ex-Dividend | Oct 31, 2025 | $0.28 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
NI | Pay Day | Nov 20, 2025 | $0.28 |
TSN | Ex-Dividend | Dec 1, 2025 | $0.50 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
CDI.PA | Ex-Dividend | Dec 2, 2025 | $7.07 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
CDI.PA | Pay Day | Dec 4, 2025 | $7.07 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TSN | Pay Day | Dec 15, 2025 | $0.50 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 2.2/10
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-7.15
-7.15
-8
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
0.49
0.49
0
0.8
1.2
0
2
Sharpe Ratio
-0.07
-0.07
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.1
-0.1
-1
1
2
3
3
Jensen's Alpha
-7.15
-7.15
-8
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.14
-0.14
-1
0.75
1.25
2
2
Information Ratio
-1.2
-1.2
-2
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.28
High:
NEGG
1,013.85NEGGLow:
JXN
-1,543.4JXNDetails
PEG Ratio
499.26
High:
BESI.NV
49,350.15BESI.NVLow:
GTLB
-1,306.99GTLBDetails
Price/Book
9.65
High:
APP
145.13APPLow:
MAS
-184.42MASDetails
Price/Sales
7.34
High:
JOBY
106,510.81JOBYLow:
ACHR
-ACHRDetails
Price/CF
23.78
High:
MSTR
7,511.07MSTRLow:
QVCGA
0.09QVCGADetails
Price/FCF
50.89
High:
PEP
5,253.35PEPLow:QVCGA
0.28QVCGADetails
P/E Ratio
33.28
High:NEGG
1,013.85NEGGLow:JXN
-1,543.4JXNDetails
PEG Ratio
499.26
High:BESI.NV
49,350.15BESI.NVLow:GTLB
-1,306.99GTLBDetails
Price/Book
9.65
High:APP
145.13APPLow:MAS
-184.42MASDetails
Price/Sales
7.34
High:JOBY
106,510.81JOBYLow:ACHR
-ACHRDetails
Price/CF
23.78
High:MSTR
7,511.07MSTRLow:QVCGA
0.09QVCGADetails
Price/FCF
50.89
High:PEP
5,253.35PEPLow:QVCGA
0.28QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.93% | Dec 2024 | - | 10 |