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+0.18%
Today
+9.83%
This Month
-1.98%
Year To Date
+59.17%
2 Years
+224.74%
5 Years
+8.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology24.8%
- 📊 ETFs19.5%
- 🪙 Cryptocurrencies18.84%
- 🚗 Consumer Durables8.52%
- 🛍️ Retail Trade7.03%
- 🖥️ Technology Services6.91%
- 💵 Cash4.41%
- 🛠️ Producer Manufacturing2.61%
- 🍞 Consumer Non Durables1.45%
- 🧬 Health Technology1.05%
- ⚡ Utilities0.96%
- 💰 Finance0.22%
- 🏥 Health Services0.07%
- ⛏️ Energy Minerals0.06%
- 💹 Forex0.06%
- 🧪 Process Industries0.06%
- 📈 Indexes0.03%
- 💼 Commercial Services0.02%
- 💇♀️ Consumer Services0.02%
- 🌾 Commodities0%
- 🏭 Industrial Services0%
- 📡 Communications0%
- 🪨 Non Energy Minerals0%
- 🚚 Transportation0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq43.16%
- 🇬🇧 LSE19.46%
- 🌍 Digital Currency18.84%
- 🇺🇸 NYSE7.73%
- 🇭🇰 Hong Kong Exchanges2.23%
- 🇺🇸 Chicago Board Options Exchange0.65%
- 🌍 FX0.06%
- 🌍 CFD0.03%
- 🇫🇷 Euronext Paris0.02%
- 🇨🇭 SIX0.02%
- 🌍 Commodity0%
- 🇳🇴 Oslo Stock Exchange0%
- 🇦🇺 Sydney0%
- 🇸🇪 Stockholm Stock Exchange0%
- 🇸🇦 Tadawul0%
- 🇩🇰 Copenhagen Stock Exchange0%
- 🇳🇱 Euronext Amsterdam0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.76%
- 🇨🇳 China2.23%
- 🇬🇧 United Kingdom1.51%
- 🇹🇼 Taiwan1.18%
- 🇨🇭 Switzerland0.5%
- 🇳🇱 Netherlands0.45%
- 🇮🇪 Ireland0.05%
- 🇩🇰 Denmark0.05%
- 🇫🇷 France0.02%
- 🇮🇱 Israel0%
- 🇸🇬 Singapore0%
- 🇯🇵 Japan0%
- 🇳🇴 Norway0%
- 🇸🇪 Sweden0%
- 🇨🇦 Canada0%
- 🇭🇰 Hong Kong0%
- 🇸🇦 Saudi Arabia0%
- 🇧🇷 Brazil0%
- 🇿🇦 South Africa0%
- 🇦🇺 Australia0%
- 🇧🇲 Bermuda0%
- 🇬🇷 Greece0%
Dividends
Dividend Yield
0.33%
127 out of 265 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $NXI.PA (28.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AAPL | 0.05% | 0.51% | $0.97 |
 SVT.L | 0.04% | 4.58% | $1.17 |
 PFE | 0.04% | 7.31% | $1.66 |
 IBM | 0.04% | 2.59% | $6.65 |
 MSFT | 0.03% | 0.71% | $3 |
 NKE | 0.02% | 2.56% | $1.45 |
 01211.HK | 0.02% | 1.07% | $3.41 |
 GLW | 0.02% | 2.25% | $1.12 |
 TSM | 0.01% | 1.12% | $1.74 |
 MMM | 0.01% | 1.92% | $5.21 |
 APH | 0.01% | 0.74% | $0.44 |
 LIT | 0.01% | 1.03% | - |
 ASML | 0% | 0.79% | $5.57 |
 NVDA | 0% | 0.03% | $0.02 |
 2318.HK | 0% | 5.99% | $2.63 |
 BA.L | 0% | 1.76% | $0.3 |
 META | 0% | 0.31% | $1 |
 CVX | 0% | 4.86% | $6.28 |
 KO | 0% | 2.79% | $1.89 |
 MRK | 0% | 4.22% | $3.04 |
 BAC | 0% | 2.36% | $0.96 |
 BMY | 0% | 5.16% | $2.34 |
 JNJ | 0% | 3.28% | $4.81 |
 KHC | 0% | 5.96% | $1.6 |
 MDT.US | 0% | 3.43% | $2.77 |
 SAN.PA | 0% | 4.26% | $3.76 |
 AXP | 0% | 0.99% | $2.6 |
 ROG.ZU | 0% | 3.73% | $9.6 |
 AZN.L | 0% | 2.36% | $2.28 |
 OXY | 0% | 2.23% | $0.8 |
 ABT | 0% | 1.72% | $2.16 |
 BDX | 0% | 2.35% | $3.76 |
 NVO | 0% | 1.72% | $0.98 |
 LLY | 0% | 0.78% | $4.86 |
 CB | 0% | 1.95% | $3.49 |
 SIRI | 0% | 4.83% | $0.1 |
 MCO | 0% | 0.75% | $3.24 |
 KR | 0% | 1.91% | $1.16 |
 SDIV | 0% | 11.1% | - |
 STZ | 0% | 2.26% | $3.68 |
 NXI.PA | 0% | 28.14% | - |
 GSK.L | 0% | 4.26% | $0.59 |
 TTE.PA | 0% | 6.26% | $3.06 |
 ALLY | 0% | 3.42% | $1.2 |
 UNH | 0% | 2.84% | $7.74 |
 PBR.A | 0% | 11.77% | $2.21 |
 PEP | 0% | 4.19% | $5.15 |
 EQNR.OL | 0% | 6.3% | $13.95 |
 TTE | 0% | 4.77% | $2.69 |
 BOND | 0% | 5.01% | - |
 CVS | 0% | 4.24% | $2.54 |
 BATS.L | 0% | 7.28% | $2.36 |
 GOGL.OL | 0% | 11.59% | $8.68 |
 SHEL.L | 0% | 4.42% | $0.8 |
 SAOC | 0% | 6.74% | $1.87 |
 TLT | 0% | 4.21% | - |
 DPZ | 0% | 1.37% | $5.44 |
 KBE | 0% | 2.71% | - |
 V | 0% | 0.63% | $2.01 |
 COF | 0% | 1.27% | $2.4 |
 SBSW | 0% | 6.83% | $0.3 |
 USB | 0% | 4.58% | $1.94 |
 MCHP | 0% | 3.15% | $1.75 |
 COP | 0% | 3.67% | $3.25 |
 DVN | 0% | 3.68% | $2.05 |
 UBSG.ZU | 0% | 2.81% | $0.64 |
 BP.L | 0% | 6.86% | $0.23 |
 ERIC-A.ST | 0% | 3.41% | $2.7 |
 QCOM | 0% | 2.33% | $3.25 |
 WMB | 0% | 3.24% | $1.85 |
 TQQQ | 0% | 1.79% | - |
 GSK | 0% | 3.96% | $1.45 |
 MA | 0% | 0.49% | $2.46 |
 AON | 0% | 0.76% | $2.52 |
 CNQ | 0% | 5.1% | $1.48 |
 NESN.ZU | 0% | 3.49% | $3 |
 SWX | 0% | 3.47% | $2.48 |
 VRSN | 0% | 0.29% | - |
 XLF | 0% | 1.46% | - |
 SRE | 0% | 3.26% | $2.43 |
 HPQ | 0% | 4.58% | $1.1 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 BLK | 0% | 2.12% | $20.2 |
 SBUX | 0% | 2.85% | $2.24 |
 SIMO | 0% | 3.12% | $1.49 |
 CI | 0% | 1.88% | $5.26 |
 TXN | 0% | 2.92% | $5.14 |
 MCD | 0% | 2.25% | $6.53 |
 YINN | 0% | 1.77% | - |
 SBLK | 0% | 8.85% | $1.82 |
 NOVO-B.CO | 0% | 2.5% | $9.4 |
 SNN.US | 0% | 2.5% | $0.73 |
 MC.PA | 0% | 2.71% | $13 |
 FMC | 0% | 5.88% | $2.32 |
 NRG | 0% | 1.1% | $1.57 |
 00017.HK | 0% | 10.18% | $0.5 |
 CL | 0% | 2.2% | $1.96 |
 GEN | 0% | 1.79% | $0.5 |
 IVV | 0% | 1.39% | - |
 TGT | 0% | 4.74% | $4.42 |
 XOM | 0% | 4.8% | $3.76 |
 FIS | 0% | 1.96% | $1.76 |
 SPY | 0% | 1.29% | - |
 MTCH | 0% | 1.9% | - |
 DMP.ASX | 0% | 4.41% | $0.98 |
 FL | 0% | 1.89% | $1.6 |
 MSCI | 0% | 1.21% | $5.96 |
 CDW | 0% | 1.37% | $2.45 |
 GOOGL | 0% | 0.47% | $0.2 |
 PLTK | 0% | 8.42% | $0.2 |
 CSCO | 0% | 2.58% | $1.58 |
 QQQ | 0% | 0.63% | - |
 GOOG | 0% | 0.47% | $0.2 |
 AVGO | 0% | 0.93% | $19.7 |
 ASML.NV | 0% | 0.96% | $6.1 |
 AMT | 0% | 3.12% | $6.56 |
 DIS | 0% | 0.9% | $0.75 |
 TTEK | 0% | 0.68% | $1.07 |
 SONY | 0% | 0.34% | $0.49 |
 ALB | 0% | 2.84% | $1.6 |
 TDS | 0% | 0.47% | $0.6 |
 CRM | 0% | 0.62% | $0.4 |
 PARA | 0% | 1.67% | $0.2 |
 NLOP | 0% | -1.05% | $-0.34 |
 GGB | 0% | -3.7% | $-0.22 |
 SDZNY | 0% | -0.83% | $-0.3 |
 BAM | 0% | -2.83% | $-1.41 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TGT | Pay Day | Jun 1, 2025 | $1.12 |
KR | Pay Day | Jun 1, 2025 | $0.32 |
MCD | Ex-Dividend | Jun 2, 2025 | $1.77 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
COP | Pay Day | Jun 2, 2025 | $0.78 |
CI | Ex-Dividend | Jun 3, 2025 | $1.51 |
COF | Pay Day | Jun 5, 2025 | $0.60 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
MCHP | Pay Day | Jun 5, 2025 | $0.46 |
TTEK | Pay Day | Jun 5, 2025 | $0.06 |
BAC | Ex-Dividend | Jun 6, 2025 | $0.26 |
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
MCO | Pay Day | Jun 6, 2025 | $0.94 |
SBLK | Ex-Dividend | Jun 6, 2025 | $0.05 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
CDW | Pay Day | Jun 10, 2025 | $0.62 |
FIS | Ex-Dividend | Jun 10, 2025 | $0.40 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
GEN | Pay Day | Jun 11, 2025 | $0.12 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
WMB | Ex-Dividend | Jun 13, 2025 | $0.50 |
DVN | Ex-Dividend | Jun 13, 2025 | $0.24 |
CB | Ex-Dividend | Jun 13, 2025 | $0.97 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
DPZ | Ex-Dividend | Jun 13, 2025 | $1.74 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
TDS | Ex-Dividend | Jun 16, 2025 | $0.04 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
APH | Ex-Dividend | Jun 17, 2025 | $0.16 |
CI | Pay Day | Jun 18, 2025 | $1.51 |
TTE | Ex-Dividend | Jun 18, 2025 | $0.96 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
SBLK | Pay Day | Jun 20, 2025 | $0.05 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
PLTK | Ex-Dividend | Jun 23, 2025 | $0.10 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
FIS | Pay Day | Jun 24, 2025 | $0.40 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
SRE | Ex-Dividend | Jun 26, 2025 | $0.64 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
GLW | Pay Day | Jun 27, 2025 | $0.28 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
WMB | Pay Day | Jun 30, 2025 | $0.50 |
FMC | Ex-Dividend | Jun 30, 2025 | $0.58 |
DVN | Pay Day | Jun 30, 2025 | $0.24 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
TDS | Pay Day | Jun 30, 2025 | $0.04 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
BAM | Pay Day | Jun 30, 2025 | -$0.44 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
CB | Pay Day | Jul 3, 2025 | $0.97 |
MTCH | Ex-Dividend | Jul 3, 2025 | $0.19 |
PLTK | Pay Day | Jul 7, 2025 | $0.10 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
APH | Pay Day | Jul 9, 2025 | $0.16 |
GSK.L | Pay Day | Jul 10, 2025 | $0.21 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
TTE | Pay Day | Jul 11, 2025 | $0.96 |
SRE | Pay Day | Jul 15, 2025 | $0.64 |
SVT.L | Pay Day | Jul 15, 2025 | $0.98 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
FMC | Pay Day | Jul 17, 2025 | $0.58 |
MTCH | Pay Day | Jul 18, 2025 | $0.19 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
SIMO | Ex-Dividend | Aug 7, 2025 | $0.50 |
SWX | Ex-Dividend | Aug 15, 2025 | $0.62 |
EQNR.OL | Ex-Dividend | Aug 18, 2025 | $0.37 |
SIMO | Pay Day | Aug 21, 2025 | $0.50 |
EQNR.OL | Pay Day | Aug 29, 2025 | $0.37 |
SWX | Pay Day | Sep 2, 2025 | $0.62 |
Performance Metrics
Score 5.5/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
9.47
9.47
-2
0
2
10
10
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.34
0.34
0
0.5
1
1.5
1.5
Sortino Ratio
0.57
0.57
0
1
2
3
3
Jensen's Alpha
9.47
9.47
-2
0
2
10
10
Omega Ratio
1.18
1.18
0
1
1.5
2.5
2.5
Treynor Ratio
1.54
1.54
0
0.75
1.25
2
2
Information Ratio
0.17
0.17
0
0.3
0.6
1
1
Calmar Ratio
0.08
0.08
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.04
High:
PLTR
540.44PLTRLow:
SDZNY
-27,143.33SDZNYDetails
PEG Ratio
111.94
High:
KO
10,164.11KOLow:
PI
-2,939.93PIDetails
Price/Book
17.59
High:
CL
204.86CLLow:
MCD
-64.76MCDDetails
Price/Sales
8.71
High:
LWLG
1,420.7LWLGLow:
CRBP
-CRBPDetails
Price/CF
30.19
High:
ARM
286.48ARMLow:
VTLE
0.67VTLEDetails
Price/FCF
56.43
High:
PEP
5,253.35PEPLow:
2318.HK
0.872318.HKDetails
P/E Ratio
39.04
High:PLTR
540.44PLTRLow:SDZNY
-27,143.33SDZNYDetails
PEG Ratio
111.94
High:KO
10,164.11KOLow:PI
-2,939.93PIDetails
Price/Book
17.59
High:CL
204.86CLLow:MCD
-64.76MCDDetails
Price/Sales
8.71
High:LWLG
1,420.7LWLGLow:CRBP
-CRBPDetails
Price/CF
30.19
High:ARM
286.48ARMLow:VTLE
0.67VTLEDetails
Price/FCF
56.43
High:PEP
5,253.35PEPLow:2318.HK
0.872318.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-83.25% | Jan 2018 | Aug 2020 | 31 |
-52.15% | Dec 2021 | - | 42 |
-16.57% | Sep 2020 | Nov 2020 | 2 |
-12.8% | Feb 2021 | Aug 2021 | 6 |