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+0%
Today
-2.08%
This Month
-1.47%
Year To Date
+8.72%
2 Years
-16%
5 Years
-3.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs63.5%
- 💵 Cash12.07%
- 🖥️ Technology Services3.59%
- 💻 Electronic Technology3.41%
- 💰 Finance3.19%
- 🛍️ Retail Trade1.79%
- 💼 Commercial Services1.27%
- 🍞 Consumer Non Durables1.06%
- 🚗 Consumer Durables0.83%
- 🚚 Transportation0.82%
- 🧬 Health Technology0.69%
- 🧪 Process Industries0.57%
- 🛠️ Producer Manufacturing0.57%
- 🏭 Industrial Services0.51%
- 💇♀️ Consumer Services0.49%
- ⚡ Utilities0.4%
- 🪨 Non Energy Minerals0.33%
- ⛏️ Energy Minerals0.2%
- 🌾 Commodities0.15%
- 🧩 Miscellaneous0.11%
- 🏥 Health Services0.11%
- 💹 Forex0.07%
- 🪙 Cryptocurrencies0.07%
- ❓ Other0.07%
- 📡 Communications0.07%
- 📦 Distribution Services0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE50.48%
- 🇺🇸 Nasdaq14.53%
- 🇺🇸 Chicago Board Options Exchange10.4%
- 🇬🇧 LSE3.27%
- 🇳🇱 Euronext Amsterdam1.3%
- 🇩🇪 FRA1.01%
- 🇭🇰 Hong Kong Exchanges0.97%
- 🇮🇹 Borsa Italiana0.63%
- 🇫🇷 Euronext Paris0.39%
- 🇨🇭 SIX0.18%
- 🌍 Commodity0.15%
- 🇩🇪 Xetra ETFs0.15%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🌍 FX0.07%
- 🌍 Digital Currency0.07%
- 🇪🇸 Bolsa De Madrid0.07%
- 🇸🇪 Stockholm Stock Exchange0.04%
- 🇦🇪 Dubai Financial Market0.03%
- Abu Dhabi0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇦🇺 Sydney0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States12.01%
- 🇬🇧 United Kingdom2.33%
- 🇨🇳 China1.38%
- 🇳🇱 Netherlands1.29%
- 🇩🇪 Germany1%
- 🇮🇹 Italy0.52%
- 🇫🇷 France0.39%
- 🇨🇭 Switzerland0.33%
- 🇩🇰 Denmark0.12%
- 🇨🇦 Canada0.11%
- 🇧🇲 Bermuda0.11%
- 🇰🇷 South Korea0.1%
- 🇱🇺 Luxembourg0.07%
- 🇧🇷 Brazil0.05%
- 🇸🇪 Sweden0.05%
- 🇸🇬 Singapore0.02%
- 🇮🇱 Israel0.02%
- 🇦🇺 Australia0.01%
- 🇳🇴 Norway0.01%
- 🇦🇹 Austria0.01%
- 🇹🇼 Taiwan0.01%
- 🇨🇱 Chile0.01%
- 🇬🇷 Greece0.01%
- 🇿🇦 South Africa0.01%
Dividends
Dividend Yield
1.53%
254 out of 294 instruments pay dividend.
64 dividend payments in the next 30 days.
Highest Dividend: $ZIM (51.78%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HDV | 0.27% | 3.37% | - |
 AOA | 0.21% | 2.3% | - |
 VT.US | 0.16% | 1.95% | - |
 MOAT | 0.15% | 1.44% | - |
 ACWI | 0.14% | 1.72% | - |
 SPY | 0.1% | 1.28% | - |
 SCHG | 0.04% | 0.45% | - |
 C | 0.01% | 3.54% | $2.12 |
 INTC | 0.01% | 2.64% | $0.5 |
 TLT | 0.01% | 4.12% | - |
 GAW.L | 0.01% | 3.58% | $5.5 |
 ZIM | 0.01% | 51.78% | $0.23 |
 AES | 0.01% | 6.85% | $0.68 |
 ENEL.MI | 0.01% | 5.84% | $0.43 |
 ENI.MI | 0.01% | 8.14% | $0.94 |
 IAG.L | 0.01% | 2.79% | - |
 JPM | 0.01% | 2.18% | $4.4 |
 GS | 0.01% | 2.36% | $11 |
 O | 0.01% | 5.42% | $3.09 |
 STLAM.MI | 0.01% | 8.22% | $1.55 |
 MFEB.MI | 0.01% | 5.81% | $0.25 |
 AESI | 0.01% | 6.23% | $0.78 |
 BRBY.L | 0.01% | 9.25% | $0.61 |
 PAH3.DE | 0.01% | 5.68% | $2.56 |
 AGN.NV | 0.01% | 6.48% | $0.3 |
 LIGHT.NV | 0.01% | 8.47% | $1.55 |
 AM | 0.01% | 5.24% | $0.9 |
 MPW | 0.01% | 7.16% | $0.6 |
 9618.HK | 0.01% | 2.8% | $2.97 |
 9988.HK | 0.01% | 0.9% | $0.98 |
 TWEKA.NV | 0.01% | 4.35% | $1.7 |
 RYN | 0% | 4.46% | $1.14 |
 RHP | 0% | 5.25% | $4.3 |
 EMAAR.AE | 0% | 14.36% | - |
 AKZA.NV | 0% | 3.85% | $1.98 |
 BLV | 0% | 4.55% | - |
 TEP.PA | 0% | 4.7% | $3.85 |
 AXP | 0% | 1.16% | $2.6 |
 NKE | 0% | 2.76% | $1.45 |
 NESN.ZU | 0% | 3.47% | $3 |
 MSFT | 0% | 0.88% | $3 |
 BESI.NV | 0% | 2.32% | $2.15 |
 TGT | 0% | 4.81% | $4.42 |
 MC.PA | 0% | 2.68% | $13 |
 SKT | 0% | 3.45% | $1.04 |
 BABA | 0% | 0.9% | $0.98 |
 MC | 0% | 4.75% | $2.4 |
 DSFIR.NV | 0% | 2.77% | $2.5 |
 VALE | 0% | 8.2% | $1.33 |
 KO | 0% | 2.69% | $1.89 |
 BLK | 0% | 2.34% | $20.2 |
 PLD | 0% | 3.81% | $3.66 |
 RR.L | 0% | 0.84% | - |
 KEN | 0% | 16.77% | $3.8 |
 INGA.NV | 0% | 6.44% | $1.11 |
 TNK | 0% | 2.51% | $1 |
 SMSN.L | 0% | 2.48% | $23.68 |
 WBD.MI | 0% | 2.75% | $0.07 |
 NOVO-B.CO | 0% | 2.73% | $9.4 |
 RMV.L | 0% | 1.32% | $0.09 |
 GOOG | 0% | 0.52% | $0.2 |
 ALLY | 0% | 3.79% | $1.2 |
 ASML.NV | 0% | 1.14% | $6.1 |
 UNH | 0% | 1.85% | $7.74 |
 SBMO.NV | 0% | 4.99% | $0.77 |
 META | 0% | 0.4% | $1 |
 SPY5.L | 0% | 1.05% | - |
 BAC | 0% | 2.73% | $0.96 |
 MSA | 0% | 1.42% | $1.92 |
 PBR | 0% | 15.8% | $1.73 |
 HLAG.DE | 0% | 6.1% | $9.25 |
 DIS | 0% | 1.18% | $0.75 |
 0700.HK | 0% | 0.98% | $3.4 |
 ENGI.PA | 0% | 7.9% | $1.43 |
 WDFC | 0% | 1.63% | $3.42 |
 ATR | 0% | 1.25% | $1.64 |
 NLY | 0% | 14.8% | $2.6 |
 DAL | 0% | 1.35% | $0.3 |
 BWLPG.OL | 0% | 26.64% | $37.72 |
 ORCL | 0% | 1.32% | $1.6 |
 MAERSKB.CO | 0% | 10.45% | $515 |
 SREN.ZU | 0% | 4.24% | $6.22 |
 ABT | 0% | 1.74% | $2.16 |
 MPLX | 0% | 7.14% | $3.33 |
 TWO | 0% | 16.41% | $1.8 |
 XIFR | 0% | 40.62% | $3.49 |
 MFA | 0% | 15.7% | $1.4 |
 IS04.DE | 0% | 2.83% | - |
 PEP | 0% | 3.79% | $5.15 |
 MTS.MC | 0% | 2.03% | $0.44 |
 VOW3.DE | 0% | 7.1% | $9.06 |
 ABR | 0% | 15.59% | $1.72 |
 SWED-A.ST | 0% | 9.91% | $15.15 |
 IBM | 0% | 2.8% | $6.65 |
 AC.PA | 0% | 3.03% | $1.18 |
 AMT | 0% | 2.95% | $6.56 |
 HSBC | 0% | 6.25% | $3.03 |
 UPS | 0% | 6.77% | $6.5 |
 DELL | 0% | 2.19% | $1.63 |
 HTGC | 0% | 9.12% | $1.6 |
 ABBV | 0% | 3.69% | $6.06 |
 CCI | 0% | 6.04% | $6.26 |
 BNS | 0% | 6.17% | $3.09 |
 STWD | 0% | 10.34% | $1.92 |
 ARCC | 0% | 9.41% | $1.62 |
 AGNC | 0% | 17.27% | $1.44 |
 LLY | 0% | 0.64% | $4.86 |
 ASM.NV | 0% | 0.76% | $2.75 |
 DG.PA | 0% | 3.97% | $4.5 |
 TXN | 0% | 3.62% | $5.14 |
 WINA | 0% | 1.06% | $3.3 |
 LYB | 0% | 9.44% | $5.09 |
 OHI | 0% | 6.95% | $2.68 |
 CVS | 0% | 3.95% | $2.54 |
 RGLD | 0% | 0.92% | $1.58 |
 KWEB | 0% | 2.94% | - |
 SBLK | 0% | 15.52% | $1.82 |
 ENB | 0% | 5.65% | $2.66 |
 ET | 0% | 7.44% | $1.25 |
 MNG.L | 0% | 10.28% | $0.2 |
 RHM.DE | 0% | 0.55% | $5.7 |
 RITM | 0% | 9.86% | $1 |
 FSK | 0% | 12.63% | $2.47 |
 KMB | 0% | 3.45% | $4.8 |
 CLX | 0% | 3.49% | $4.8 |
 BDN | 0% | 15.87% | $0.6 |
 MU | 0% | 0.67% | $0.46 |
 IMB.L | 0% | 6.35% | $1.49 |
 AMUN.PA | 0% | 6.32% | $4.1 |
 CS.PA | 0% | 5.42% | $1.98 |
 CSWC | 0% | 11.74% | $2.27 |
 CIM | 0% | 12.82% | $1.55 |
 FNTN.DE | 0% | 5.62% | $1.77 |
 LGEN.L | 0% | 8.61% | $0.2 |
 EPD | 0% | 6.83% | $2.03 |
 AAPL | 0% | 0.51% | $0.97 |
 BXMT | 0% | 11.06% | $2.48 |
 NYMT | 0% | 14.73% | $1 |
 HIW | 0% | 7.25% | $2 |
 COV.PA | 0% | 6.88% | $3.3 |
 ULVR.L | 0% | 3.09% | $1.47 |
 PBA | 0% | 5.05% | $1.99 |
 BATS.L | 0% | 7.62% | $2.36 |
 MO | 0% | 6.95% | $3.92 |
 LOGN.ZU | 0% | 1.98% | $1.06 |
 NGG | 0% | 4.83% | $3.65 |
 KMI | 0% | 4.26% | $1.14 |
 ARR | 0% | 20.14% | $3.84 |
 RWT | 0% | 12.45% | $0.64 |
 EPR | 0% | 6.96% | $3.34 |
 VICI | 0% | 5.26% | $1.66 |
 TTE.PA | 0% | 6.23% | $3.06 |
 PFE | 0% | 7.63% | $1.66 |
 ALV.DE | 0% | 4.43% | $13.8 |
 BAYN.DE | 0% | 0.52% | $0.11 |
 CWEN | 0% | 5.76% | $1.6 |
 T | 0% | 4.09% | $1.11 |
 VGWD.DE | 0% | 2.44% | - |
 NVS | 0% | 2.96% | $3.2 |
 SWK | 0% | 5.72% | $3.24 |
 MDLZ | 0% | 2.73% | $1.7 |
 UVV | 0% | 6.27% | $3.21 |
 MTX | 0% | 0.74% | $0.35 |
 KHC | 0% | 5.43% | $1.6 |
 MBG.DE | 0% | 8.57% | $5.3 |
 MRK | 0% | 4.05% | $3.04 |
 NUE | 0% | 1.97% | $2.13 |
 TEL2B.ST | 0% | 4.67% | $6.9 |
 WM | 0% | 1.33% | $2.9 |
 SLG | 0% | 5.78% | $3.17 |
 MAIN | 0% | 5.68% | $2.85 |
 F | 0% | 7.79% | $0.78 |
 IEP | 0% | 35.13% | $4 |
 STAG | 0% | 4.48% | $1.47 |
 APLE | 0% | 8.08% | $0.96 |
 IRM | 0% | 3.4% | $2.6 |
 STX.US | 0% | 3.75% | $2.8 |
 SCHD | 0% | 3.72% | - |
 CAT | 0% | 1.92% | $5.31 |
 DOW | 0% | 9.95% | $2.8 |
 PM | 0% | 3.28% | $5.2 |
 FXI | 0% | 1.5% | - |
 BP.L | 0% | 6.73% | $0.23 |
 SHEL.L | 0% | 4.42% | $0.8 |
 VZ | 0% | 6.13% | $2.66 |
 RIO | 0% | 6.87% | $4.34 |
 D | 0% | 5.02% | $2.67 |
 RIO.L | 0% | 7.03% | $3.41 |
 DWS.DE | 0% | 5.14% | $2.1 |
 BMY | 0% | 4.96% | $2.34 |
 SBUX | 0% | 2.94% | $2.24 |
 GIS | 0% | 4.17% | $2.36 |
 NVO | 0% | 2.03% | $0.98 |
 BN.PA | 0% | 2.91% | $2.1 |
 HEN3.DE | 0% | 3.04% | $1.85 |
 EXE | 0% | 2.16% | $2.3 |
 K | 0% | 2.76% | $2.28 |
 BARC.L | 0% | 3.03% | $0.08 |
 SPYD | 0% | 4.32% | - |
 EMR | 0% | 2.11% | $2.1 |
 SBSW | 0% | 6.83% | $0.3 |
 CL | 0% | 2.12% | $1.96 |
 EL | 0% | 3.71% | $2.64 |
 WBA | 0% | 9.18% | $1.46 |
 NVDA | 0% | 0.04% | $0.02 |
 DTE.DE | 0% | 2.83% | $0.77 |
 USB | 0% | 5.21% | $1.94 |
 DHL.DE | 0% | 5.15% | $1.85 |
 IBKR | 0% | 0.67% | $0.55 |
 DIV | 0% | 5.52% | - |
 WMT | 0% | 1.01% | $0.81 |
 BHP | 0% | 5.27% | $3.01 |
 CVX | 0% | 4.79% | $6.28 |
 XOM | 0% | 3.63% | $3.76 |
 HIMX | 0% | 4.33% | $0.28 |
 JNJ | 0% | 3.19% | $4.81 |
 BAS.DE | 0% | 5.37% | $3.4 |
 GGB | 0% | 5.44% | $0.22 |
 FAST | 0% | 2.02% | $1.48 |
 KSS | 0% | 25.08% | $2 |
 DEZ.DE | 0% | 2.58% | $0.17 |
 WFC | 0% | 2.4% | $1.4 |
 AEM | 0% | 1.27% | $1.6 |
 VOE.DE | 0% | 3.28% | $0.7 |
 JEF | 0% | 3.5% | $1.2 |
 NHY.OL | 0% | 4.26% | $2.5 |
 WHC.ASX | 0% | 4.55% | $0.49 |
 HO.PA | 0% | 1.46% | $3.4 |
 STLA.US | 0% | 7.47% | $1.71 |
 SQM | 0% | 3.91% | $1.36 |
 CPR.MI | 0% | 1.16% | $0.07 |
 MCD | 0% | 2.21% | $6.53 |
 KR | 0% | 1.8% | $1.16 |
 PG | 0% | 2.39% | $3.83 |
 RWE.DE | 0% | 3.22% | $1 |
 DVN | 0% | 4.12% | $2.05 |
 TATE.L | 0% | 3.58% | $0.19 |
 CSCO | 0% | 2.89% | $1.58 |
 NEM | 0% | 1.82% | $1.3 |
 OCI.NV | 0% | 7.49% | $4.35 |
 MMM | 0% | 2.17% | $5.21 |
 BA.L | 0% | 1.93% | $0.3 |
 VOOV | 0% | 2.14% | - |
 DE | 0% | 1.37% | $5.76 |
 GLEN.L | 0% | 2.96% | $0.1 |
 VOO | 0% | 1.36% | - |
 VFC | 0% | 3.45% | $0.57 |
 PRX.NV | 0% | 0.27% | $0.07 |
 VTI | 0% | 1.36% | - |
 LDO.MI | 0% | 1.16% | $0.28 |
 YAR.OL | 0% | 1.61% | $5 |
 SAABB.ST | 0% | 0.45% | $1.6 |
 QQQ | 0% | 0.64% | - |
 CCJ | 0% | 0.27% | $0.09 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
KEN | Pay Day | Apr 21, 2025 | $4.80 |
DG.PA | Ex-Dividend | Apr 22, 2025 | $4.21 |
CPR.MI | Ex-Dividend | Apr 22, 2025 | $0.07 |
CVS | Ex-Dividend | Apr 22, 2025 | $0.66 |
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
CLX | Ex-Dividend | Apr 23, 2025 | $1.22 |
AM | Ex-Dividend | Apr 23, 2025 | $0.22 |
DG.PA | Pay Day | Apr 24, 2025 | $4.21 |
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
CPR.MI | Pay Day | Apr 24, 2025 | $0.07 |
LGEN.L | Ex-Dividend | Apr 24, 2025 | $0.20 |
RMV.L | Ex-Dividend | Apr 24, 2025 | $0.08 |
QQQ | Pay Day | Apr 24, 2025 | $- |
INGA.NV | Ex-Dividend | Apr 24, 2025 | $0.74 |
HSBC | Pay Day | Apr 25, 2025 | $1.80 |
ENGI.PA | Ex-Dividend | Apr 25, 2025 | $1.55 |
FAST | Ex-Dividend | Apr 25, 2025 | $0.44 |
NVS | Pay Day | Apr 25, 2025 | $3.99 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
BESI.NV | Ex-Dividend | Apr 25, 2025 | $2.27 |
BAYN.DE | Ex-Dividend | Apr 28, 2025 | $0.12 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
AMT | Pay Day | Apr 28, 2025 | $1.70 |
NYMT | Pay Day | Apr 28, 2025 | $0.20 |
BNS | Pay Day | Apr 28, 2025 | $0.74 |
ENGI.PA | Pay Day | Apr 29, 2025 | $1.55 |
AKZA.NV | Ex-Dividend | Apr 29, 2025 | $1.61 |
LIGHT.NV | Ex-Dividend | Apr 29, 2025 | $1.61 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
TWO | Pay Day | Apr 29, 2025 | $0.45 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
BAYN.DE | Pay Day | Apr 30, 2025 | $0.12 |
EPD | Ex-Dividend | Apr 30, 2025 | $0.54 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
KMI | Ex-Dividend | Apr 30, 2025 | $0.29 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
STAG | Ex-Dividend | Apr 30, 2025 | $0.12 |
COV.PA | Ex-Dividend | Apr 30, 2025 | $3.67 |
SKT | Ex-Dividend | Apr 30, 2025 | $0.29 |
APLE | Ex-Dividend | Apr 30, 2025 | $0.08 |
CIM | Pay Day | Apr 30, 2025 | $0.37 |
EPR | Ex-Dividend | Apr 30, 2025 | $0.30 |
MFA | Pay Day | Apr 30, 2025 | $0.36 |
RITM | Pay Day | Apr 30, 2025 | $0.25 |
WDFC | Pay Day | Apr 30, 2025 | $0.94 |
SLG | Ex-Dividend | Apr 30, 2025 | $0.26 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
CVS | Pay Day | May 1, 2025 | $0.66 |
GIS | Pay Day | May 1, 2025 | $0.60 |
AES | Ex-Dividend | May 1, 2025 | $0.18 |
BMY | Pay Day | May 1, 2025 | $0.62 |
ALLY | Ex-Dividend | May 1, 2025 | $0.30 |
GLEN.L | Ex-Dividend | May 1, 2025 | $0.05 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
ATR | Ex-Dividend | May 1, 2025 | $0.45 |
DELL | Pay Day | May 2, 2025 | $0.52 |
BESI.NV | Pay Day | May 2, 2025 | $2.27 |
INGA.NV | Pay Day | May 2, 2025 | $0.74 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
BN.PA | Ex-Dividend | May 5, 2025 | $2.15 |
CS.PA | Ex-Dividend | May 5, 2025 | $2.25 |
COV.PA | Pay Day | May 5, 2025 | $3.67 |
UVV | Pay Day | May 5, 2025 | $0.81 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
SBMO.NV | Pay Day | May 6, 2025 | $0.94 |
BN.PA | Pay Day | May 7, 2025 | $2.15 |
CS.PA | Pay Day | May 7, 2025 | $2.25 |
GAW.L | Pay Day | May 7, 2025 | $1.29 |
AKZA.NV | Pay Day | May 7, 2025 | $1.61 |
LIGHT.NV | Pay Day | May 7, 2025 | $1.61 |
AM | Pay Day | May 7, 2025 | $0.22 |
DE | Pay Day | May 8, 2025 | $1.62 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
AXP | Pay Day | May 9, 2025 | $0.82 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
CLX | Pay Day | May 9, 2025 | $1.22 |
MNG.L | Pay Day | May 9, 2025 | $0.18 |
NUE | Pay Day | May 12, 2025 | $0.55 |
NHY.OL | Ex-Dividend | May 12, 2025 | $2.25 |
TXN | Pay Day | May 13, 2025 | $1.36 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
EPD | Pay Day | May 14, 2025 | $0.54 |
FNTN.DE | Ex-Dividend | May 14, 2025 | $2.12 |
WINA | Ex-Dividend | May 14, 2025 | $0.96 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
CL | Pay Day | May 15, 2025 | $0.52 |
ABBV | Pay Day | May 15, 2025 | $1.64 |
KR | Ex-Dividend | May 15, 2025 | $0.32 |
ABT | Pay Day | May 15, 2025 | $0.59 |
AES | Pay Day | May 15, 2025 | $0.18 |
KMI | Pay Day | May 15, 2025 | $0.29 |
ALLY | Pay Day | May 15, 2025 | $0.30 |
O | Pay Day | May 15, 2025 | $0.27 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
STAG | Pay Day | May 15, 2025 | $0.12 |
SKT | Pay Day | May 15, 2025 | $0.29 |
APLE | Pay Day | May 15, 2025 | $0.08 |
EPR | Pay Day | May 15, 2025 | $0.30 |
SLG | Pay Day | May 15, 2025 | $0.26 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
FNTN.DE | Pay Day | May 16, 2025 | $2.12 |
JEF | Ex-Dividend | May 19, 2025 | $0.40 |
WBD.MI | Ex-Dividend | May 19, 2025 | $0.09 |
TWEKA.NV | Ex-Dividend | May 19, 2025 | $1.58 |
CAT | Pay Day | May 20, 2025 | $1.41 |
NHY.OL | Pay Day | May 20, 2025 | $2.25 |
HO.PA | Ex-Dividend | May 20, 2025 | $3.00 |
WBD.MI | Pay Day | May 21, 2025 | $0.09 |
HO.PA | Pay Day | May 22, 2025 | $3.00 |
ATR | Pay Day | May 22, 2025 | $0.45 |
C | Pay Day | May 23, 2025 | $0.56 |
RMV.L | Pay Day | May 23, 2025 | $0.08 |
FAST | Pay Day | May 23, 2025 | $0.44 |
TWEKA.NV | Pay Day | May 23, 2025 | $1.58 |
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
JEF | Pay Day | May 29, 2025 | $0.40 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
YAR.OL | Ex-Dividend | May 30, 2025 | $0.45 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
IBKR | Ex-Dividend | May 30, 2025 | $0.32 |
AEM | Ex-Dividend | May 30, 2025 | $0.40 |
DOW | Ex-Dividend | May 30, 2025 | $0.70 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
KR | Pay Day | Jun 1, 2025 | $0.32 |
WINA | Pay Day | Jun 2, 2025 | $0.96 |
GLEN.L | Pay Day | Jun 4, 2025 | $0.05 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
AMUN.PA | Ex-Dividend | Jun 10, 2025 | $4.39 |
YAR.OL | Pay Day | Jun 11, 2025 | $0.45 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMUN.PA | Pay Day | Jun 12, 2025 | $4.39 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
DOW | Pay Day | Jun 13, 2025 | $0.70 |
AGN.NV | Ex-Dividend | Jun 16, 2025 | $0.20 |
AEM | Pay Day | Jun 16, 2025 | $0.40 |
FXI | Pay Day | Jun 17, 2025 | $- |
HDV | Pay Day | Jun 17, 2025 | $- |
ACWI | Pay Day | Jun 17, 2025 | $- |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
IS04.DE | Pay Day | Jun 26, 2025 | $- |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
VOOV | Pay Day | Jul 2, 2025 | $- |
AGN.NV | Pay Day | Jul 7, 2025 | $0.20 |
AOA | Pay Day | Jul 8, 2025 | $- |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
KWEB | Pay Day | Dec 18, 2025 | $- |
MOAT | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 2.5/10
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.5
-0.5
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.57
-0.57
-1
1
2
3
3
Jensen's Alpha
-9.82
-9.82
-10
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.98
-0.98
-1
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
0.47
0.47
0
0.8
1.2
0
2
Sharpe Ratio
-0.5
-0.5
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.57
-0.57
-1
1
2
3
3
Jensen's Alpha
-9.82
-9.82
-10
0
2
4.5
4.5
Omega Ratio
0.39
0.39
0
1
1.5
2.5
2.5
Treynor Ratio
-0.98
-0.98
-1
0.75
1.25
2
2
Information Ratio
-1.29
-1.29
-2
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.51
High:
YAR.OL
1,508.96YAR.OLLow:
CRWD
-4,477CRWDDetails
PEG Ratio
183.18
High:
BESI.NV
5,586.75BESI.NVLow:
BDN
-276.76BDNDetails
Price/Book
6.31
High:
CL
366.04CLLow:
CLX
-419.85CLXDetails
Price/Sales
4.96
High:
PLTR
82.74PLTRLow:
KSS
0.04KSSDetails
Price/CF
21.28
High:PLTR
165.72PLTRLow:
ZIM
0.79ZIMDetails
Price/FCF
37.06
High:
PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
P/E Ratio
26.51
High:YAR.OL
1,508.96YAR.OLLow:CRWD
-4,477CRWDDetails
PEG Ratio
183.18
High:BESI.NV
5,586.75BESI.NVLow:BDN
-276.76BDNDetails
Price/Book
6.31
High:CL
366.04CLLow:CLX
-419.85CLXDetails
Price/Sales
4.96
High:PLTR
82.74PLTRLow:KSS
0.04KSSDetails
Price/CF
21.28
High:PLTR
165.72PLTRLow:ZIM
0.79ZIMDetails
Price/FCF
37.06
High:PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-34.06% | May 2021 | - | 48 |
-1.01% | Mar 2021 | Apr 2021 | 1 |