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+0.97%
Today
+1.85%
This Month
+5.37%
Year To Date
+62.81%
2 Years
+168.53%
5 Years
-1.47%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies41.89%
- 📊 ETFs12.16%
- 🖥️ Technology Services7.77%
- 💰 Finance5.79%
- 🛍️ Retail Trade4.84%
- 💻 Electronic Technology4.62%
- 🪨 Non Energy Minerals3.16%
- 💇♀️ Consumer Services2.94%
- ⛏️ Energy Minerals2.46%
- 🍞 Consumer Non Durables2.34%
- 💼 Commercial Services1.74%
- 🧪 Process Industries1.45%
- 🚚 Transportation1.41%
- 🛠️ Producer Manufacturing1.36%
- 🧩 Miscellaneous1.15%
- ⚡ Utilities0.75%
- 🚗 Consumer Durables0.74%
- 📡 Communications0.6%
- 🧬 Health Technology0.56%
- 📦 Distribution Services0.4%
- 🏥 Health Services0.35%
- 🏭 Industrial Services0.18%
- 💵 Cash0.17%
- 🌾 Commodities0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency41.89%
- 🇺🇸 NYSE28.53%
- 🇺🇸 Nasdaq19.37%
- 🇭🇰 Hong Kong Exchanges3.47%
- 🇬🇧 LSE1.6%
- 🇫🇷 Euronext Paris0.77%
- 🇳🇴 Oslo Stock Exchange0.71%
- 🇨🇭 SIX0.63%
- 🇩🇪 FRA0.57%
- 🇳🇱 Euronext Amsterdam0.26%
- 🇦🇺 Sydney0.25%
- 🇺🇸 OTC Markets Stock Exchange0.24%
- 🇩🇪 Xetra ETFs0.14%
- 🇸🇪 Stockholm Stock Exchange0.09%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇮🇹 Borsa Italiana0.03%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🌍 Commodity0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.41%
- 🇨🇦 Canada3.08%
- 🇨🇳 China2.72%
- 🇭🇰 Hong Kong1.39%
- 🇬🇧 United Kingdom1.21%
- 🇳🇱 Netherlands1.06%
- 🇨🇭 Switzerland0.81%
- 🇫🇷 France0.77%
- 🇳🇴 Norway0.71%
- 🇦🇺 Australia0.61%
- 🇩🇪 Germany0.57%
- 🇯🇵 Japan0.49%
- 🇮🇪 Ireland0.37%
- 🇿🇦 South Africa0.34%
- 🇧🇷 Brazil0.28%
- 🇹🇼 Taiwan0.25%
- 🇱🇺 Luxembourg0.22%
- 🇰🇾 Cayman Islands0.21%
- 🇺🇾 Uruguay0.18%
- 🇰🇷 South Korea0.18%
- 🇸🇪 Sweden0.09%
- 🇮🇱 Israel0.08%
- 🇮🇹 Italy0.07%
- 🇧🇲 Bermuda0.07%
- 🇪🇸 Spain0.06%
- 🇨🇴 Colombia0.04%
- 🇨🇱 Chile0.03%
- 🇩🇰 Denmark0.03%
- 🇷🇺 Russia0.02%
Dividends
Dividend Yield
1.07%
214 out of 355 instruments pay dividend.
69 dividend payments in the next 30 days.
Highest Dividend: $MNODL.L (473.72%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VICI | 0.05% | 5.44% | $1.66 |
 0883.HK | 0.04% | 7.6% | $1.25 |
 1088.HK | 0.03% | 7.29% | $2.44 |
 0941.HK | 0.03% | 5.77% | $4.83 |
 SCHD | 0.03% | 3.97% | - |
 ZIM | 0.02% | 43.56% | $0.23 |
 SBSW | 0.02% | 6.83% | $0.3 |
 MNODL.L | 0.02% | 473.72% | - |
 QQQ | 0.02% | 0.58% | - |
 VALE | 0.02% | 7.87% | $1.33 |
 ALV.DE | 0.02% | 4.34% | $13.8 |
 RIO.L | 0.02% | 7.12% | $3.41 |
 ADM | 0.01% | 4.26% | $1.9 |
 URA | 0.01% | 2.39% | - |
 ZURN.ZU | 0.01% | 4.83% | $26 |
 GDXJ | 0.01% | 1.71% | - |
 DNO.OL | 0.01% | 10.2% | $1 |
 KWEB | 0.01% | 3.09% | - |
 TXRH | 0.01% | 1.32% | $2.32 |
 OGZDL.L | 0.01% | 67.74% | - |
 BHP.L | 0.01% | 5.15% | $1.26 |
 XOP | 0.01% | 2.71% | - |
 MSFT | 0.01% | 0.69% | $3 |
 KO | 0.01% | 2.79% | $1.89 |
 0992.HK | 0.01% | 4.33% | $0.38 |
 RIO | 0.01% | 6.77% | $4.34 |
 PEP | 0.01% | 4.22% | $5.15 |
 BG | 0.01% | 3.76% | $2.7 |
 EXR | 0.01% | 4.32% | $6.48 |
 UNP | 0.01% | 2.4% | $5.2 |
 TSN | 0.01% | 3.62% | $1.96 |
 PLD | 0.01% | 3.62% | $3.66 |
 B | 0.01% | 1.95% | $0.4 |
 DJP | 0.01% | 3.69% | - |
 00857.HK | 0.01% | 7.49% | $0.48 |
 XLE | 0.01% | 3.5% | - |
 CVX | 0.01% | 4.76% | $6.28 |
 TXN | 0.01% | 2.8% | $5.14 |
 MMM | 0.01% | 1.97% | $5.21 |
 GAW.L | 0.01% | 3.23% | $5.5 |
 TLT | 0.01% | 4.39% | - |
 1171.HK | 0.01% | 10.25% | $1.6 |
 GOGL.US | 0.01% | 10.39% | $0.8 |
 MCD | 0.01% | 2.27% | $6.53 |
 BHP | 0.01% | 4.94% | $3.01 |
 GOOGL | 0.01% | 0.47% | $0.2 |
 ROG.ZU | 0.01% | 3.62% | $9.6 |
 1898.HK | 0.01% | 5.87% | $0.44 |
 XLU | 0.01% | 2.78% | - |
 PBR.A | 0.01% | 12.14% | $2.21 |
 AGRO | 0.01% | 3.83% | $0.33 |
 SPGI | 0.01% | 0.72% | $3.62 |
 1288.HK | 0.01% | 4.87% | $0.25 |
 GDX | 0.01% | 0.8% | - |
 3988.HK | 0.01% | 5.72% | $0.26 |
 LI.PA | 0.01% | 5.54% | $1.8 |
 JNJ | 0.01% | 3.24% | $4.81 |
 QCOM | 0.01% | 2.31% | $3.25 |
 BP.L | 0.01% | 6.82% | $0.23 |
 F | 0.01% | 7.31% | $0.78 |
 HD | 0.01% | 2.48% | $8.52 |
 IBM | 0.01% | 2.49% | $6.65 |
 WHC.ASX | 0.01% | 3.81% | $0.49 |
 SCHG | 0.01% | 0.41% | - |
 ISF.L | 0.01% | 3.54% | - |
 MOS | 0% | 2.47% | $0.82 |
 ASML | 0% | 0.78% | $5.57 |
 BKNG | 0% | 0.65% | $17.5 |
 SBUX | 0% | 2.68% | $2.24 |
 0939.HK | 0% | 5.97% | $0.43 |
 NRR.L | 0% | 8.21% | $0.07 |
 UNH | 0% | 2.81% | $7.74 |
 LLOY.L | 0% | 4.13% | $0.03 |
 1398.HK | 0% | 5.67% | $0.33 |
 AAPL | 0% | 0.5% | $0.97 |
 NRG | 0% | 1.09% | $1.57 |
 HSY | 0% | 3.39% | $5.12 |
 SDIV | 0% | 10.78% | - |
 EVO.ST | 0% | 4.69% | $31.03 |
 YAR.OL | 0% | 1.36% | $5 |
 COST | 0% | 0.47% | $19.22 |
 03993.HK | 0% | 4.11% | $0.17 |
 EEM | 0% | 2.23% | - |
 CL | 0% | 2.24% | $1.96 |
 MC.PA | 0% | 2.76% | $13 |
 EC | 0% | 11.05% | $1.62 |
 LIT | 0% | 1.04% | - |
 2318.HK | 0% | 6.09% | $2.63 |
 LOW | 0% | 2.06% | $4.45 |
 POOL | 0% | 1.63% | $4.5 |
 SMSN.L | 0% | 2.2% | $23.68 |
 FRT | 0% | 4.56% | $4.36 |
 DGE.L | 0% | 4.15% | $0.81 |
 RI.PA | 0% | 5.35% | $4.7 |
 HPQ | 0% | 4.54% | $1.1 |
 OR.PA | 0% | 1.84% | $6.6 |
 TGT | 0% | 4.6% | $4.42 |
 SHEL | 0% | 4.13% | $2.7 |
 T | 0% | 3.95% | $1.11 |
 JPM | 0% | 1.99% | $4.4 |
 MA | 0% | 0.48% | $2.46 |
 00257.HK | 0% | 6.06% | $0.22 |
 RTX | 0% | 1.85% | $2.44 |
 1816.HK | 0% | 3.96% | $0.1 |
 SALM.OL | 0% | 4.73% | $35 |
 2899.HK | 0% | 2.25% | $0.27 |
 AEM | 0% | 1.31% | $1.6 |
 CTRA | 0% | 3.36% | $0.82 |
 V | 0% | 0.62% | $2.01 |
 MOWI.OL | 0% | 3.6% | $6.9 |
 AXP | 0% | 0.97% | $2.6 |
 IJR | 0% | 2.24% | - |
 MSCI | 0% | 1.2% | $5.96 |
 TSM | 0% | 1.1% | $1.74 |
 ABBN.ZU | 0% | 1.9% | $0.87 |
 CRM | 0% | 0.59% | $0.4 |
 BAC | 0% | 2.31% | $0.96 |
 CP | 0% | 0.68% | $0.56 |
 0386.HK | 0% | 7.33% | $0.37 |
 NXST | 0% | 4.2% | $6.08 |
 NXPI | 0% | 1.95% | $4.06 |
 TM | 0% | 3.12% | $4.64 |
 MAR | 0% | 0.96% | $2.19 |
 OXY | 0% | 2.16% | $0.8 |
 META | 0% | 0.29% | $1 |
 MCO | 0% | 0.73% | $3.24 |
 NKE | 0% | 2.5% | $1.45 |
 PSA | 0% | 3.96% | $12 |
 SIE.DE | 0% | 2.38% | $4.7 |
 0700.HK | 0% | 0.88% | $3.4 |
 VOW3.DE | 0% | 6.94% | $9.06 |
 SHEL.L | 0% | 4.32% | $0.8 |
 UMG.NV | 0% | 1.9% | $0.51 |
 RMS.PA | 0% | 1.12% | $25 |
 STLA.US | 0% | 7.13% | $1.71 |
 LMT | 0% | 2.71% | $12.45 |
 EL | 0% | 2.5% | $2.64 |
 IAG.L | 0% | 2.09% | - |
 WMT | 0% | 0.96% | $0.81 |
 WSM | 0% | 1.5% | $3.83 |
 INTU | 0% | 0.54% | $3.6 |
 IBE.MC | 0% | 3.21% | $0.45 |
 VIPS | 0% | 3.14% | $0.41 |
 NTES | 0% | 2.17% | $2.58 |
 CNI | 0% | 2.29% | $2.42 |
 BBOX.L | 0% | 5.31% | $0.07 |
 ACN | 0% | 1.8% | $4.99 |
 CI | 0% | 1.86% | $5.26 |
 AVGO | 0% | 0.91% | $19.7 |
 BLK | 0% | 2.08% | $20.2 |
 IEX | 0% | 1.52% | $2.61 |
 0968.HK | 0% | 10.55% | $0.23 |
 WM | 0% | 1.33% | $2.9 |
 IWM | 0% | 1.2% | - |
 ETN | 0% | 1.16% | $3.6 |
 OTIS | 0% | 1.66% | $1.41 |
 EWJ | 0% | 2.12% | - |
 GLEN.L | 0% | 2.6% | $0.1 |
 NEM | 0% | 1.91% | $1.3 |
 DG.US | 0% | 2.08% | $2.36 |
 CHD | 0% | 1.17% | $1.11 |
 AMAT | 0% | 1% | $1.44 |
 RWE.DE | 0% | 3.3% | $1 |
 SQM | 0% | 4.14% | $1.36 |
 CCJ | 0% | 0.18% | $0.09 |
 NTDOY | 0% | 0.85% | $0.24 |
 DLR | 0% | 2.76% | $4.88 |
 CNR | 0% | 1.04% | $1.1 |
 DIS | 0% | 0.88% | $0.75 |
 SONY | 0% | 0.37% | $0.49 |
 WFC | 0% | 2.1% | $1.4 |
 1359.HK | 0% | 2.21% | $0.05 |
 CB | 0% | 1.26% | $3.49 |
 ZTS | 0% | 1.14% | $1.67 |
 ALB | 0% | 2.71% | $1.6 |
 YINN | 0% | 1.64% | - |
 GGG | 0% | 1.25% | $1 |
 9988.HK | 0% | 0.89% | $0.98 |
 BABA | 0% | 0.86% | $0.98 |
 VST | 0% | 0.51% | $0.85 |
 MU | 0% | 0.42% | $0.46 |
 GOOG | 0% | 0.46% | $0.2 |
 LKOD.L | 0% | 76.06% | - |
 ROCKB.CO | 0% | 2.05% | $43 |
 EQT | 0% | 1.12% | $0.62 |
 PARA | 0% | 1.68% | $0.2 |
 RS | 0% | 1.48% | $4.2 |
 PRY.MI | 0% | 1.37% | $0.7 |
 GRMN | 0% | 1.74% | $3.71 |
 JNPR | 0% | 2.45% | $0.88 |
 IAPD.L | 0% | 9.65% | - |
 TT | 0% | 0.83% | $3.27 |
 SU.PA | 0% | 1.71% | $3.5 |
 RACE | 0% | 0.67% | $2.64 |
 NEE | 0% | 3% | $1.97 |
 EMB | 0% | 5.55% | - |
 01211.HK | 0% | 1.06% | $3.41 |
 SW | 0% | 3.39% | $1.18 |
 NEX.PA | 0% | 2.54% | $2.3 |
 SQQQ | 0% | 12.03% | - |
 ORCL | 0% | 0.98% | $1.6 |
 UI | 0% | 0.59% | $2.4 |
 ODFL | 0% | 0.67% | $0.92 |
 AMR | 0% | 0.38% | $1.94 |
 VIE.PA | 0% | 4.65% | $1.25 |
 VRSK | 0% | 0.53% | $1.46 |
 GEV | 0% | 0.1% | - |
 BCC | 0% | 0.97% | $0.8 |
 IEML.L | 0% | 5.94% | - |
 ECL | 0% | 0.94% | $2.24 |
 WAB | 0% | 0.44% | $0.74 |
 TTEK | 0% | 0.67% | $1.07 |
 NVDA | 0% | 0.03% | $0.02 |
 SCCO | 0% | -2.76% | $-3.76 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
ZIM | Pay Day | Jun 9, 2025 | $0.74 |
CNI | Ex-Dividend | Jun 9, 2025 | $0.64 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
WAB | Pay Day | Jun 10, 2025 | $0.25 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
YAR.OL | Pay Day | Jun 11, 2025 | $0.45 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
ADM | Pay Day | Jun 11, 2025 | $0.51 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
RTX | Pay Day | Jun 12, 2025 | $0.68 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
0883.HK | Ex-Dividend | Jun 12, 2025 | $0.08 |
PSA | Ex-Dividend | Jun 12, 2025 | $3.00 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
CNR | Pay Day | Jun 13, 2025 | $0.10 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
CB | Ex-Dividend | Jun 13, 2025 | $0.97 |
BBOX.L | Pay Day | Jun 13, 2025 | $0.03 |
UMG.NV | Pay Day | Jun 13, 2025 | $0.31 |
VRSK | Ex-Dividend | Jun 13, 2025 | $0.45 |
DLR | Ex-Dividend | Jun 13, 2025 | $1.22 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
PARA | Ex-Dividend | Jun 16, 2025 | $0.05 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
EL | Pay Day | Jun 16, 2025 | $0.35 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
EXR | Ex-Dividend | Jun 16, 2025 | $1.62 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
ECL | Ex-Dividend | Jun 17, 2025 | $0.65 |
00857.HK | Ex-Dividend | Jun 17, 2025 | $0.03 |
PLD | Ex-Dividend | Jun 17, 2025 | $1.01 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
CI | Pay Day | Jun 18, 2025 | $1.51 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
SW | Pay Day | Jun 18, 2025 | $0.43 |
ODFL | Pay Day | Jun 18, 2025 | $0.28 |
VICI | Ex-Dividend | Jun 18, 2025 | $0.43 |
BCC | Pay Day | Jun 18, 2025 | $0.21 |
MOS | Pay Day | Jun 19, 2025 | $0.22 |
03993.HK | Ex-Dividend | Jun 19, 2025 | $0.15 |
SALM.OL | Ex-Dividend | Jun 19, 2025 | $2.01 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
NEM | Pay Day | Jun 20, 2025 | $0.25 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
JNPR | Pay Day | Jun 23, 2025 | $0.22 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
0941.HK | Pay Day | Jun 25, 2025 | $0.32 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
1088.HK | Ex-Dividend | Jun 26, 2025 | $0.31 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
PSA | Pay Day | Jun 27, 2025 | $3.00 |
CP | Ex-Dividend | Jun 27, 2025 | $0.16 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
UNP | Pay Day | Jun 30, 2025 | $1.34 |
MAR | Pay Day | Jun 30, 2025 | $0.67 |
2318.HK | Pay Day | Jun 30, 2025 | $0.22 |
TT | Pay Day | Jun 30, 2025 | $0.94 |
VRSK | Pay Day | Jun 30, 2025 | $0.45 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
PLD | Pay Day | Jun 30, 2025 | $1.01 |
DLR | Pay Day | Jun 30, 2025 | $1.22 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
EXR | Pay Day | Jun 30, 2025 | $1.62 |
CNI | Pay Day | Jun 30, 2025 | $0.64 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
PARA | Pay Day | Jul 1, 2025 | $0.05 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
TXRH | Pay Day | Jul 1, 2025 | $0.68 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
00257.HK | Pay Day | Jul 2, 2025 | $0.01 |
SALM.OL | Pay Day | Jul 2, 2025 | $2.01 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
CB | Pay Day | Jul 3, 2025 | $0.97 |
1816.HK | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
LI.PA | Ex-Dividend | Jul 8, 2025 | $0.96 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
LI.PA | Pay Day | Jul 10, 2025 | $0.96 |
VICI | Pay Day | Jul 10, 2025 | $0.43 |
0883.HK | Pay Day | Jul 11, 2025 | $0.08 |
ECL | Pay Day | Jul 15, 2025 | $0.65 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
03993.HK | Pay Day | Jul 18, 2025 | $0.15 |
ZTS | Ex-Dividend | Jul 18, 2025 | $0.50 |
GGG | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
00857.HK | Pay Day | Jul 24, 2025 | $0.03 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GGG | Pay Day | Aug 6, 2025 | $0.28 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
BG | Ex-Dividend | Aug 19, 2025 | $0.70 |
1088.HK | Pay Day | Aug 20, 2025 | $0.31 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
TSN | Ex-Dividend | Aug 29, 2025 | $0.50 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
BG | Pay Day | Sep 2, 2025 | $0.70 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
ZTS | Pay Day | Sep 3, 2025 | $0.50 |
TSN | Pay Day | Sep 12, 2025 | $0.50 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
EEM | Pay Day | Dec 20, 2025 | $0.00 |
EWJ | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $1.11 |
Performance Metrics
Score 3/10
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-4.67
-4.67
-5
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Beta
1.03
1.03
0
0.8
1.2
0
2
Sharpe Ratio
0.14
0.14
0
0.5
1
1.5
1.5
Sortino Ratio
0.19
0.19
0
1
2
3
3
Jensen's Alpha
-4.67
-4.67
-5
0
2
4.5
4.5
Omega Ratio
0.9
0.9
0
1
1.5
2.5
2.5
Treynor Ratio
0.47
0.47
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.02
-0.02
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.94
High:
ENR.DE
326.51ENR.DELow:
LAC
-13,500LACDetails
PEG Ratio
529.76
High:
CCJ
10,451.63CCJLow:LAC
-18,899.99LACDetails
Price/Book
7.1
High:LAC
1,011.24LACLow:
NIO
-139.72NIODetails
Price/Sales
4.97
High:
CRSP
95.48CRSPLow:LAC
-LACDetails
Price/CF
17.27
High:
TTWO
18,296.3TTWOLow:
ZIM
0.46ZIMDetails
Price/FCF
38.57
High:
PEP
5,253.35PEPLow:
1288.HK
0.571288.HKDetails
P/E Ratio
27.94
High:ENR.DE
326.51ENR.DELow:LAC
-13,500LACDetails
PEG Ratio
529.76
High:CCJ
10,451.63CCJLow:LAC
-18,899.99LACDetails
Price/Book
7.1
High:LAC
1,011.24LACLow:NIO
-139.72NIODetails
Price/Sales
4.97
High:CRSP
95.48CRSPLow:LAC
-LACDetails
Price/CF
17.27
High:TTWO
18,296.3TTWOLow:ZIM
0.46ZIMDetails
Price/FCF
38.57
High:PEP
5,253.35PEPLow:1288.HK
0.571288.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-62.27% | Jun 2017 | Feb 2021 | 44 |
-47.56% | Nov 2021 | Nov 2024 | 36 |
-17.42% | May 2021 | Oct 2021 | 5 |
-13.51% | Feb 2025 | - | 5 |
-3.84% | Dec 2024 | Jan 2025 | 1 |