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-0.25%
Today
+8.44%
This Month
+9.4%
Year To Date
-1.23%
2 Years
-44.22%
5 Years
-29.23%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💇♀️ Consumer Services13.56%
- 🚗 Consumer Durables11.58%
- 🖥️ Technology Services11.55%
- 💰 Finance11.06%
- 🚚 Transportation10.29%
- 📊 ETFs9.53%
- 🪙 Cryptocurrencies6.9%
- 🍞 Consumer Non Durables6.71%
- 💻 Electronic Technology5.73%
- 💼 Commercial Services3.75%
- 🧪 Process Industries2.29%
- 🧬 Health Technology2.07%
- ⛏️ Energy Minerals1.81%
- 🪨 Non Energy Minerals0.94%
- 🛠️ Producer Manufacturing0.83%
- ⚡ Utilities0.63%
- 💵 Cash0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.48%
- 🇺🇸 Nasdaq24.17%
- 🇬🇧 LSE17.65%
- 🇩🇪 FRA7.74%
- 🌍 Digital Currency6.9%
- 🇳🇴 Oslo Stock Exchange4.28%
- 🇫🇷 Euronext Paris2.23%
- 🇺🇸 Chicago Board Options Exchange1.88%
- 🇸🇦 Tadawul1.81%
- 🇧🇪 Euronext Brussels1.37%
- 🇺🇸 OTC Markets Stock Exchange0.88%
- 🇪🇸 Bolsa De Madrid0.63%
- 🇭🇰 Hong Kong Exchanges0.19%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.18%
- 🇬🇧 United Kingdom15.88%
- 🇩🇪 Germany14.07%
- 🇨🇳 China5.32%
- 🇳🇴 Norway4.28%
- 🇨🇦 Canada4.03%
- 🇫🇷 France2.23%
- 🇸🇦 Saudi Arabia1.81%
- 🇧🇪 Belgium1.37%
- 🇪🇸 Spain0.63%
Dividends
Dividend Yield
2.7%
49 out of 77 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1226.99%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.44% | 1226.99% | $0.2 |
 NAS.OL | 0.22% | 5.19% | - |
 VOW3.DE | 0.14% | 7.07% | $9.06 |
 SAOC | 0.12% | 6.74% | $1.87 |
 HTZWW | 0.12% | 13.65% | $0.53 |
 XRX | 0.11% | 12.5% | $1 |
 IMB.L | 0.1% | 6.42% | $1.49 |
 PFE | 0.09% | 7.05% | $1.66 |
 IAPD.L | 0.09% | 9.65% | - |
 BATS.L | 0.09% | 6.21% | $2.36 |
 LEG.DE | 0.08% | 3.69% | $2.45 |
 LLOY.L | 0.06% | 4.08% | $0.03 |
 AGS.BR | 0.06% | 4.26% | $2.28 |
 GLJ.DE | 0.06% | 2.25% | $0.47 |
 IAG.L | 0.05% | 1.89% | - |
 O | 0.05% | 5.65% | $3.09 |
 FDJU.PA | 0.05% | 6.84% | $1.78 |
 TFC | 0.04% | 4.65% | $2.08 |
 FDX | 0.04% | 2.48% | $5.16 |
 WPP.L | 0.04% | 9.47% | $0.39 |
 ENG.MC | 0.04% | 6.06% | $1.41 |
 SPYD | 0.04% | 4.49% | - |
 SCHD | 0.03% | 3.97% | - |
 HPQ | 0.03% | 4.66% | $1.1 |
 BTG.US | 0.03% | 3.38% | $0.16 |
 GSK.L | 0.03% | 4.63% | $0.59 |
 DVY | 0.03% | 3.69% | - |
 HDV | 0.03% | 3.5% | - |
 QSR | 0.03% | 3.48% | $2.26 |
 SPHD | 0.03% | 3.44% | - |
 KO | 0.03% | 2.88% | $1.89 |
 CSCO | 0.03% | 2.37% | $1.58 |
 TXN | 0.02% | 2.54% | $5.14 |
 INGR | 0.02% | 2.4% | $3.12 |
 PEP | 0.02% | 3.87% | $5.15 |
 GLW | 0.02% | 2.08% | $1.12 |
 INTC | 0.02% | 2.15% | $0.5 |
 NOBL | 0.02% | 2.12% | - |
 DGRO | 0.02% | 2.23% | - |
 UDVD.L | 0.02% | 2.17% | - |
 VIG | 0.02% | 1.79% | - |
 MAS | 0.02% | 1.84% | $1.15 |
 THO | 0.01% | 2.2% | $1.89 |
 OUSA | 0.01% | 1.47% | - |
 STZ | 0.01% | 2.42% | $3.68 |
 ORCL | 0.01% | 0.74% | $1.6 |
 SAP.DE | 0.01% | 0.9% | $2.2 |
 MSFT | 0.01% | 0.65% | $3 |
 AAPL | 0% | 0.48% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
STZ | Ex-Dividend | Jul 30, 2025 | $1.02 |
XRX | Pay Day | Jul 31, 2025 | $0.02 |
TXN | Ex-Dividend | Jul 31, 2025 | $1.36 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
TXN | Pay Day | Aug 12, 2025 | $1.36 |
STZ | Pay Day | Aug 14, 2025 | $1.02 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
GLW | Ex-Dividend | Aug 29, 2025 | $0.28 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GLW | Pay Day | Sep 29, 2025 | $0.28 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
Performance Metrics
Score 2.2/10
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.69
-0.69
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.86
-0.86
-1
1
2
3
3
Jensen's Alpha
-35.66
-35.66
-36
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-1.83
-1.83
-2
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Beta
1.3
1.3
0
0.8
1.2
0
2
Sharpe Ratio
-0.69
-0.69
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.86
-0.86
-1
1
2
3
3
Jensen's Alpha
-35.66
-35.66
-36
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-1.83
-1.83
-2
0.75
1.25
2
2
Information Ratio
-1.12
-1.12
-2
0.3
0.6
1
1
Calmar Ratio
-0.33
-0.33
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
36.38
High:
GLW
103.14GLWLow:
STZ
-70.34STZDetails
PEG Ratio
267.68
High:
KO
10,007.14KOLow:
FCEL
-318.58FCELDetails
Price/Book
5.94
High:
AAPL
47.52AAPLLow:
NIO
-173.98NIODetails
Price/Sales
3.9
High:
MSFT
14.09MSFTLow:
SUNWQ
-SUNWQDetails
Price/CF
17.41
High:
FTCHQ
331.51FTCHQLow:
AF.PA
0.56AF.PADetails
Price/FCF
46.31
High:
PEP
5,253.35PEPLow:
HTZ
0.31HTZDetails
P/E Ratio
36.38
High:GLW
103.14GLWLow:STZ
-70.34STZDetails
PEG Ratio
267.68
High:KO
10,007.14KOLow:FCEL
-318.58FCELDetails
Price/Book
5.94
High:AAPL
47.52AAPLLow:NIO
-173.98NIODetails
Price/Sales
3.9
High:MSFT
14.09MSFTLow:SUNWQ
-SUNWQDetails
Price/CF
17.41
High:FTCHQ
331.51FTCHQLow:AF.PA
0.56AF.PADetails
Price/FCF
46.31
High:PEP
5,253.35PEPLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-89.84% | Sep 2019 | - | 71 |