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-0.17%
This Month
+16.27%
Year To Date
+71.94%
2 Years
+114.21%
5 Years
+160.33%
10 Years
+17.29%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services23.35%
- 💻 Electronic Technology17.19%
- 🪙 Cryptocurrencies7.61%
- 🛠️ Producer Manufacturing5.1%
- 💰 Finance4.35%
- 🛍️ Retail Trade4.25%
- 💵 Cash4.16%
- 🧬 Health Technology2.52%
- 🪨 Non Energy Minerals1.94%
- ⚡ Utilities1.91%
- 📊 ETFs1.89%
- 💇♀️ Consumer Services1.04%
- 💼 Commercial Services1.02%
- 🏭 Industrial Services1.01%
- 🧪 Process Industries0.92%
- ⛏️ Energy Minerals0.87%
- 📡 Communications0.81%
- 🚗 Consumer Durables0.68%
- 🚚 Transportation0.57%
- 🍞 Consumer Non Durables0.51%
- 🧩 Miscellaneous0.46%
- 🏥 Health Services0.14%
- 📦 Distribution Services0.12%
- ❓ Other0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.98%
- 🇺🇸 NYSE23.69%
- 🌍 Digital Currency7.61%
- 🇳🇱 Euronext Amsterdam2.36%
- 🇫🇷 Euronext Paris1.73%
- 🇭🇰 Hong Kong Exchanges1.11%
- 🇬🇧 LSE0.95%
- 🇩🇪 FRA0.65%
- 🇨🇭 SIX0.32%
- 🇪🇸 Bolsa De Madrid0.3%
- 🇵🇹 Euronext Lisbon0.2%
- 🇩🇰 Copenhagen Stock Exchange0.09%
- 🇸🇪 Stockholm Stock Exchange0.08%
- 🇮🇹 Borsa Italiana0.07%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇦🇪 Dubai Financial Market0.04%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇧🇪 Euronext Brussels0.03%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.03%
- 🇨🇳 China2.69%
- 🇱🇺 Luxembourg2.51%
- 🇳🇱 Netherlands2.42%
- 🇨🇦 Canada1.84%
- 🇫🇷 France1.6%
- 🇬🇧 United Kingdom1.47%
- 🇹🇼 Taiwan1.15%
- 🇮🇪 Ireland0.87%
- 🇨🇭 Switzerland0.79%
- 🇩🇪 Germany0.72%
- 🇮🇱 Israel0.44%
- 🇪🇸 Spain0.3%
- 🇧🇷 Brazil0.26%
- 🇸🇬 Singapore0.25%
- 🇰🇷 South Korea0.23%
- 🇦🇺 Australia0.22%
- 🇵🇹 Portugal0.2%
- 🇭🇰 Hong Kong0.19%
- 🇩🇰 Denmark0.17%
- 🇺🇾 Uruguay0.16%
- 🇸🇪 Sweden0.08%
- 🇮🇹 Italy0.07%
- 🇳🇴 Norway0.03%
- 🇧🇪 Belgium0.03%
- 🇯🇴 Jordan0.02%
- 🇵🇦 Panama0.02%
- 🇫🇮 Finland0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.53%
214 out of 423 instruments pay dividend.
71 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VZ | 0.03% | 6.13% | $2.66 |
 PBR | 0.02% | 15.13% | $1.73 |
 BNP.PA | 0.02% | 6.26% | $4.6 |
 KMI | 0.02% | 4.38% | $1.14 |
 D | 0.01% | 4.61% | $2.67 |
 BESI.NV | 0.01% | 2.01% | $2.15 |
 IBM | 0.01% | 2.7% | $6.65 |
 WDS | 0.01% | 6.15% | $1.36 |
 TSM | 0.01% | 1.01% | $1.74 |
 AEP | 0.01% | 3.46% | $3.47 |
 MSFT | 0.01% | 0.67% | $3 |
 GDXJ | 0.01% | 1.65% | - |
 EDP.LSB | 0.01% | 5.34% | $0.2 |
 MC.PA | 0.01% | 2.63% | $13 |
 RIO | 0.01% | 5.81% | $4.34 |
 XIFR | 0.01% | 17.64% | $3.49 |
 BMY | 0.01% | 5.24% | $2.34 |
 TKO.PA | 0.01% | 4.19% | $0.75 |
 DELL | 0.01% | 1.55% | $1.63 |
 VALE | 0.01% | 6.95% | $1.33 |
 01211.HK | 0.01% | 1.37% | $3.41 |
 IBE.MC | 0.01% | 3.3% | $0.45 |
 BABA | 0.01% | 0.76% | $0.98 |
 AMH | 0.01% | 3.34% | $0.96 |
 EQS.PA | 0.01% | 2.79% | - |
 ASML.NV | 0.01% | 0.98% | $6.1 |
 NOV | 0.01% | 2.27% | $0.23 |
 ASM.NV | 0.01% | 0.72% | $2.75 |
 GDX | 0.01% | 0.77% | - |
 OXY | 0.01% | 2.07% | $0.8 |
 LIN | 0.01% | 1.26% | $5.33 |
 GOOG | 0.01% | 0.35% | $0.2 |
 ETR | 0.01% | 2.74% | $4.46 |
 9618.HK | 0.01% | 3.19% | $2.97 |
 PAH3.DE | 0.01% | 5.31% | $2.56 |
 KGC | 0% | 0.56% | $0.12 |
 EMAAR.AE | 0% | 14.36% | - |
 ALV.DE | 0% | 4.38% | $13.8 |
 JUP.L | 0% | 3.66% | $0.1 |
 DVN | 0% | 2.72% | $2.05 |
 META | 0% | 0.27% | $1 |
 AAPL | 0% | 0.43% | $0.97 |
 LRCX | 0% | 0.92% | $8 |
 BTI | 0% | 5.39% | $2.92 |
 GS | 0% | 1.76% | $11 |
 EQIX | 0% | 2.38% | $16.19 |
 BWA | 0% | 1.14% | $0.44 |
 LNG | 0% | 0.85% | $1.7 |
 JPM | 0% | 1.8% | $4.4 |
 YUMC | 0% | 1.97% | $0.58 |
 ABBN.ZU | 0% | 1.64% | $0.87 |
 PSKY | 0% | 1.33% | $0.2 |
 ZIL2.DE | 0% | 2.73% | $0.15 |
 YOU | 0% | 1.44% | $0.35 |
 CARR | 0% | 1.32% | $0.76 |
 AVGO | 0% | 0.69% | $19.7 |
 PFE | 0% | 6.92% | $1.66 |
 TPL | 0% | 0.72% | $4.5 |
 HST | 0% | 4.61% | $0.78 |
 IIPR | 0% | 13.34% | $7.34 |
 V | 0% | 0.69% | $2.01 |
 STMPA.PA | 0% | 1.36% | $0.28 |
 UBSG.ZU | 0% | 2.29% | $0.64 |
 HTGC | 0% | 8.35% | $1.6 |
 NVDA | 0% | 0.02% | $0.02 |
 GSK | 0% | 4.03% | $1.45 |
 GLEN.L | 0% | 2.61% | $0.1 |
 CRM | 0% | 0.65% | $0.4 |
 RR.L | 0% | 0.98% | - |
 NEE | 0% | 3.14% | $1.97 |
 3800.HK | 0% | 0.9% | - |
 CGNX | 0% | 0.72% | $0.3 |
 AMGN | 0% | 3.32% | $8.76 |
 DSY.PA | 0% | 0.97% | $0.23 |
 JNJ | 0% | 2.86% | $4.81 |
 PHIN | 0% | 1.82% | $1 |
 GILD | 0% | 2.73% | $3.04 |
 ICG.L | 0% | 3.87% | $0.79 |
 SMG | 0% | 4.19% | $2.64 |
 SNY | 0% | 3.47% | $1.48 |
 FORTUM.HE | 0% | 9.49% | $1.15 |
 OWL | 0% | 4.6% | $0.6 |
 B | 0% | 1.63% | $0.4 |
 EQT | 0% | 1.22% | $0.62 |
 EMAARDEV.AE | 0% | 10.6% | - |
 APO | 0% | 1.48% | $1.75 |
 SSE.L | 0% | 3.91% | $0.6 |
 DUK | 0% | 3.5% | $4.1 |
 FCX | 0% | 1.3% | $0.6 |
 MF.PA | 0% | 5.83% | $4 |
 0916.HK | 0% | 3.04% | $0.24 |
 ROCKB.CO | 0% | 2.61% | $43 |
 ARES | 0% | 2.43% | $3.4 |
 RWE.DE | 0% | 3.14% | $1 |
 EXC | 0% | 3.66% | $1.48 |
 GAW.L | 0% | 3.65% | $5.5 |
 NVS | 0% | 2.54% | $3.2 |
 ED | 0% | 3.47% | $3.28 |
 LNT | 0% | 3.11% | $1.87 |
 CG | 0% | 2.21% | $1.4 |
 PGHN.ZU | 0% | 3.94% | $39 |
 AZN | 0% | 1.88% | $1.42 |
 RF.PA | 0% | 4.92% | $2.42 |
 ETN | 0% | 1.17% | $3.6 |
 LYG | 0% | 3.81% | $0.14 |
 BOL.ST | 0% | 2.53% | $7.5 |
 BBVA.MC | 0% | 3.63% | $0.45 |
 CPA | 0% | 5.5% | $4.86 |
 CDI.PA | 0% | 2.75% | $13 |
 CME | 0% | 4.09% | $9.75 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 MRVL | 0% | 0.38% | $0.24 |
 RHM.DE | 0% | 0.47% | $5.7 |
 TPG | 0% | 3.27% | $1.55 |
 BX | 0% | 2.51% | $3.36 |
 JKS | 0% | 4.97% | $1.48 |
 CNXC | 0% | 2.48% | $1.18 |
 PEG | 0% | 3.07% | $2.34 |
 PRY.MI | 0% | 1.05% | $0.7 |
 AG | 0% | 0.22% | $0.02 |
 GRMN | 0% | 1.51% | $3.71 |
 TT | 0% | 0.88% | $3.27 |
 KEP | 0% | 0.36% | - |
 SW | 0% | 3.41% | $1.18 |
 C | 0% | 2.39% | $2.12 |
 ORCL | 0% | 0.77% | $1.6 |
 AGRO | 0% | 4.24% | $0.33 |
 GEN | 0% | 1.7% | $0.5 |
 NEX.PA | 0% | 2.09% | $2.3 |
 ANE.MC | 0% | 1.57% | $0.39 |
 BLK | 0% | 1.89% | $20.2 |
 ORK.OL | 0% | 3.53% | $3 |
 SPY5.L | 0% | 1.05% | - |
 LAND.ZU | 0% | 1.77% | $2.25 |
 NHY.OL | 0% | 3.38% | $2.5 |
 AXP | 0% | 0.93% | $2.6 |
 STEP | 0% | 1.65% | $0.84 |
 LMT | 0% | 2.86% | $12.45 |
 WY | 0% | 3.19% | $0.78 |
 UI | 0% | 0.45% | $2.4 |
 0968.HK | 0% | 1.14% | $0.23 |
 NTRS | 0% | 2.4% | $3 |
 LDOS | 0% | 0.9% | $1.5 |
 NVO | 0% | 2.23% | $0.98 |
 SAP.DE | 0% | 1.03% | $2.2 |
 INDA | 0% | 0.72% | - |
 SU.PA | 0% | 1.79% | $3.5 |
 HLNE | 0% | 1.42% | $1.83 |
 INTU | 0% | 0.64% | $3.6 |
 HAS | 0% | 3.51% | $2.8 |
 SIE.DE | 0% | 2.31% | $4.7 |
 III | 0% | 1.03% | $0.4 |
 BK | 0% | 1.87% | $1.68 |
 VRT | 0% | 0.12% | $0.06 |
 GOOGL | 0% | 0.35% | $0.2 |
 IAG.L | 0% | 1.84% | - |
 MA | 0% | 0.5% | $2.46 |
 CHE | 0% | 0.45% | $1.6 |
 MTDR | 0% | 2.48% | $0.75 |
 A.US | 0% | 0.76% | $0.93 |
 EQT.ST | 0% | 1.3% | - |
 NOC | 0% | 1.51% | $7.67 |
 VRSK | 0% | 0.65% | $1.46 |
 KLAC | 0% | 0.8% | $5.65 |
 CMPO | 0% | 1.62% | $0.3 |
 KNSL | 0% | 0.15% | $0.58 |
 KKR | 0% | 0.53% | $0.67 |
 FIS | 0% | 2.28% | $1.76 |
 HRI | 0% | 2% | $2.6 |
 SOF.BR | 0% | 0.97% | $2.35 |
 CVC.NV | 0% | 1.38% | - |
 INTC | 0% | 0.51% | $0.5 |
 ASML | 0% | 0.78% | $5.57 |
 MMC | 0% | 1.64% | $2.84 |
 WKL.NV | 0% | 2.24% | $2.08 |
 0700.HK | 0% | 0.74% | $3.4 |
 BKNG | 0% | 0.68% | $17.5 |
 WAL | 0% | 1.67% | $1.47 |
 SMSN.L | 0% | 1.69% | $23.68 |
 NDA.DE | 0% | 1.53% | $1.4 |
 ORA.US | 0% | 0.53% | $0.48 |
 REGN | 0% | 0.46% | - |
 APH | 0% | 0.6% | $0.44 |
 KWEB | 0% | 3% | - |
 WCC | 0% | 0.81% | $1.58 |
 LUV | 0% | 2.32% | $0.72 |
 MU | 0% | 0.35% | $0.46 |
 BN.US | 0% | 0.54% | $0.3 |
 WTW | 0% | 1.1% | $3.44 |
 NVTKL.L | 0% | 109.46% | - |
 QCOM | 0% | 2.18% | $3.25 |
 VST | 0% | 0.48% | $0.85 |
 DBRG | 0% | 0.35% | $0.04 |
 IWG.L | 0% | 0.5% | $0.01 |
 AON | 0% | 0.77% | $2.52 |
 WAB | 0% | 0.49% | $0.74 |
 IBKR | 0% | 0.47% | $0.55 |
 IGIC | 0% | 0.62% | $0.06 |
 CEG | 0% | 0.51% | - |
 RVTY | 0% | 0.32% | $0.28 |
 KER.PA | 0% | 2.54% | $14 |
 AMAT | 0% | 1.06% | $1.44 |
 AIR.PA | 0% | 1.09% | $1.8 |
 GEV | 0% | 0.13% | - |
 EXPE | 0% | 0.56% | - |
 MCK | 0% | 0.43% | $2.48 |
 TMO | 0% | 0.34% | $1.48 |
 FLG | 0% | 0.31% | $0.4 |
 CQQQ | 0% | 0.25% | - |
 HSBC | 0% | 5.01% | $3.03 |
 NLOP | 0% | -1.05% | $-0.34 |
 GGB | 0% | -3.15% | $-0.22 |
 SCCO | 0% | -2.76% | $-3.76 |
 PRX.NV | 0% | -0.38% | $-0.07 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
UI | Pay Day | Sep 8, 2025 | $0.80 |
AZN | Pay Day | Sep 8, 2025 | $0.52 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
PEG | Ex-Dividend | Sep 9, 2025 | $0.63 |
CME | Ex-Dividend | Sep 9, 2025 | $1.25 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
AEP | Pay Day | Sep 10, 2025 | $0.93 |
GEN | Pay Day | Sep 10, 2025 | $0.12 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
YOU | Ex-Dividend | Sep 10, 2025 | $0.12 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
KNSL | Pay Day | Sep 11, 2025 | $0.17 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
PHIN | Pay Day | Sep 12, 2025 | $0.27 |
NOV | Ex-Dividend | Sep 12, 2025 | $0.08 |
WY | Pay Day | Sep 12, 2025 | $0.21 |
WCC | Ex-Dividend | Sep 12, 2025 | $0.45 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
EXC | Pay Day | Sep 15, 2025 | $0.40 |
DVN | Ex-Dividend | Sep 15, 2025 | $0.24 |
TMO | Ex-Dividend | Sep 15, 2025 | $0.43 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
ED | Pay Day | Sep 15, 2025 | $0.85 |
BWA | Pay Day | Sep 15, 2025 | $0.17 |
LDOS | Ex-Dividend | Sep 15, 2025 | $0.40 |
B | Pay Day | Sep 15, 2025 | $0.15 |
VRSK | Ex-Dividend | Sep 15, 2025 | $0.45 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
AG | Pay Day | Sep 15, 2025 | $0.00 |
AMH | Ex-Dividend | Sep 15, 2025 | $0.30 |
CPA | Pay Day | Sep 15, 2025 | $1.61 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
STEP | Pay Day | Sep 15, 2025 | $0.28 |
DUK | Pay Day | Sep 16, 2025 | $1.06 |
APH | Ex-Dividend | Sep 16, 2025 | $0.16 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
ARES | Ex-Dividend | Sep 16, 2025 | $1.12 |
TPL | Pay Day | Sep 16, 2025 | $1.60 |
IGIC | Pay Day | Sep 16, 2025 | $0.05 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
EQIX | Pay Day | Sep 17, 2025 | $4.69 |
FLG | Pay Day | Sep 17, 2025 | $0.01 |
YOU | Pay Day | Sep 17, 2025 | $0.12 |
EXPE | Pay Day | Sep 18, 2025 | $0.40 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
IWG.L | Ex-Dividend | Sep 18, 2025 | $0.01 |
LIN | Pay Day | Sep 18, 2025 | $1.50 |
SW | Pay Day | Sep 18, 2025 | $0.43 |
WKL.NV | Pay Day | Sep 18, 2025 | $1.08 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
LYG | Pay Day | Sep 19, 2025 | $0.07 |
HLNE | Ex-Dividend | Sep 19, 2025 | $0.54 |
D | Pay Day | Sep 20, 2025 | $0.67 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
STMPA.PA | Ex-Dividend | Sep 22, 2025 | $0.09 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
YUMC | Pay Day | Sep 23, 2025 | $0.24 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
STMPA.PA | Pay Day | Sep 24, 2025 | $0.09 |
WDS | Pay Day | Sep 24, 2025 | $0.53 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
CME | Pay Day | Sep 25, 2025 | $1.25 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
HSBC | Pay Day | Sep 26, 2025 | $0.50 |
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 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
BKNG | Pay Day | Sep 30, 2025 | $9.60 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
PEG | Pay Day | Sep 30, 2025 | $0.63 |
WCC | Pay Day | Sep 30, 2025 | $0.45 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
TT | Pay Day | Sep 30, 2025 | $0.94 |
VRSK | Pay Day | Sep 30, 2025 | $0.45 |
WTW | Ex-Dividend | Sep 30, 2025 | $0.92 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
AMH | Pay Day | Sep 30, 2025 | $0.30 |
DBRG | Ex-Dividend | Sep 30, 2025 | $0.01 |
ARES | Pay Day | Sep 30, 2025 | $1.12 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
NTRS | Pay Day | Oct 1, 2025 | $0.80 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
GAW.L | Pay Day | Oct 3, 2025 | $0.73 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
HLNE | Pay Day | Oct 6, 2025 | $0.54 |
APH | Pay Day | Oct 8, 2025 | $0.16 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
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 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
WTW | Pay Day | Oct 15, 2025 | $0.92 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
DBRG | Pay Day | Oct 15, 2025 | $0.01 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
IWG.L | Pay Day | Oct 17, 2025 | $0.01 |
RVTY | Ex-Dividend | Oct 17, 2025 | $0.07 |
DELL | Ex-Dividend | Oct 21, 2025 | $0.52 |
DELL | Pay Day | Oct 31, 2025 | $0.52 |
RVTY | Pay Day | Nov 7, 2025 | $0.07 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
EQT.ST | Ex-Dividend | Nov 28, 2025 | $0.22 |
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 |
CDI.PA | Pay Day | Dec 4, 2025 | $7.07 |
EQT.ST | Pay Day | Dec 4, 2025 | $0.22 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
CQQQ | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 6.1/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
2.03
2.03
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.66
0.66
0
0.5
1
1.5
1.5
Sortino Ratio
1.13
1.13
0
1
2
3
3
Jensen's Alpha
2.03
2.03
-2
0
2
4.5
4.5
Omega Ratio
1.27
1.27
0
1
1.5
2.5
2.5
Treynor Ratio
1.13
1.13
0
0.75
1.25
2
2
Information Ratio
0.31
0.31
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
40.28
High:
BE
11,682.98BELow:
HUBS
-2,053.56HUBSDetails
PEG Ratio
1,248.08
High:
BESI.NV
49,350.15BESI.NVLow:HUBS
-3,493.49HUBSDetails
Price/Book
15.1
High:
RBLX
254.7RBLXLow:
QURE
-243.01QUREDetails
Price/Sales
11.02
High:
QUBT
7,935.66QUBTLow:
GPCR
-GPCRDetails
Price/CF
31.64
High:
MSTR
7,511.07MSTRLow:
AF.PA
0.6AF.PADetails
Price/FCF
58.04
High:
RHM.DE
5,198.92RHM.DELow:
IBKR
0.74IBKRDetails
P/E Ratio
40.28
High:BE
11,682.98BELow:HUBS
-2,053.56HUBSDetails
PEG Ratio
1,248.08
High:BESI.NV
49,350.15BESI.NVLow:HUBS
-3,493.49HUBSDetails
Price/Book
15.1
High:RBLX
254.7RBLXLow:QURE
-243.01QUREDetails
Price/Sales
11.02
High:QUBT
7,935.66QUBTLow:GPCR
-GPCRDetails
Price/CF
31.64
High:MSTR
7,511.07MSTRLow:AF.PA
0.6AF.PADetails
Price/FCF
58.04
High:RHM.DE
5,198.92RHM.DELow:IBKR
0.74IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-39.71% | Nov 2021 | Nov 2024 | 36 |
-20.06% | Sep 2019 | Jun 2020 | 9 |
-11.5% | Sep 2020 | Nov 2020 | 2 |
-11.28% | Feb 2025 | Jun 2025 | 4 |
-6.68% | Sep 2021 | Oct 2021 | 1 |
-2.56% | Dec 2024 | Jan 2025 | 1 |
-0.8% | Jun 2021 | Aug 2021 | 2 |
-0.17% | Sep 2025 | - | 1 |