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0%
Today
0%
This Month
+3.88%
Year To Date
+24.56%
2 Years
+24.01%
5 Years
+9.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash28.48%
- 💰 Finance20.68%
- 🛠️ Producer Manufacturing9.87%
- ⚡ Utilities5.05%
- 🖥️ Technology Services4.69%
- 🪨 Non Energy Minerals4.42%
- 🧬 Health Technology3.89%
- 🛍️ Retail Trade3.32%
- 🍞 Consumer Non Durables3.17%
- ⛏️ Energy Minerals3.15%
- 📊 ETFs3.04%
- 🏭 Industrial Services2.25%
- 💇♀️ Consumer Services1.86%
- 💻 Electronic Technology1.78%
- 🧪 Process Industries1.61%
- 🚗 Consumer Durables1.51%
- 📡 Communications1.03%
- 🚚 Transportation0.92%
- 💼 Commercial Services0.68%
- 📦 Distribution Services0.43%
- 🏥 Health Services0.27%
- 🧩 Miscellaneous0.22%
- ❓ Other0.15%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE19.26%
- 🇮🇹 Borsa Italiana14.85%
- 🇺🇸 Nasdaq10.73%
- 🇬🇧 LSE6.45%
- 🇫🇷 Euronext Paris4.69%
- 🇩🇪 FRA4.61%
- 🇭🇰 Hong Kong Exchanges4.26%
- 🇳🇱 Euronext Amsterdam2.96%
- 🇦🇺 Sydney2.34%
- 🇪🇸 Bolsa De Madrid1.02%
- 🇨🇭 SIX0.59%
- 🇩🇰 Copenhagen Stock Exchange0.49%
- 🇧🇪 Euronext Brussels0.44%
- 🇸🇪 Stockholm Stock Exchange0.4%
- 🇳🇴 Oslo Stock Exchange0.29%
- 🇫🇮 Helsinki Stock Exchange0.16%
- 🇵🇹 Euronext Lisbon0.14%
- 🇺🇸 Chicago Board Options Exchange0.13%
- 🇦🇪 Dubai Financial Market0.13%
- 🇸🇦 Tadawul0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.91%
- 🇮🇹 Italy14.51%
- 🇬🇧 United Kingdom5.75%
- 🇩🇪 Germany4.76%
- 🇫🇷 France4.63%
- 🇨🇳 China3.53%
- 🇨🇦 Canada3.44%
- 🇳🇱 Netherlands3.19%
- 🇦🇺 Australia2.22%
- 🇮🇪 Ireland1.56%
- 🇭🇰 Hong Kong1.52%
- 🇩🇰 Denmark1.03%
- 🇪🇸 Spain0.86%
- 🇨🇭 Switzerland0.66%
- 🇧🇪 Belgium0.56%
- 🇮🇱 Israel0.44%
- 🇰🇷 South Korea0.38%
- 🇧🇷 Brazil0.36%
- 🇸🇪 Sweden0.35%
- 🇱🇺 Luxembourg0.34%
- 🇬🇷 Greece0.26%
- 🇨🇴 Colombia0.22%
- 🇫🇮 Finland0.21%
- 🇧🇲 Bermuda0.17%
- 🇸🇬 Singapore0.15%
- 🇵🇹 Portugal0.14%
- 🇹🇼 Taiwan0.14%
- 🇺🇾 Uruguay0.14%
- 🇳🇴 Norway0.14%
- 🇳🇿 New Zealand0.11%
- 🇸🇦 Saudi Arabia0.06%
- 🇲🇽 Mexico0.03%
- 🇨🇾 Cyprus0.03%
- 🇲🇨 Monaco0.02%
Dividends
Dividend Yield
2.62%
296 out of 365 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $IEP (35.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ISP.MI | 0.3% | 7.68% | $0.3 |
 OMF | 0.12% | 7.42% | $4.04 |
 RITM | 0.09% | 8.69% | $1 |
 ENI.MI | 0.08% | 7.09% | $0.94 |
 ENEL.MI | 0.07% | 6.28% | $0.43 |
 SGO.PA | 0.07% | 2.31% | $2.1 |
 FSK | 0.06% | 10.56% | $2.47 |
 HER.MI | 0.06% | 3.98% | $0.13 |
 AEM | 0.05% | 1.74% | $1.6 |
 IRE.MI | 0.05% | 5.69% | $0.11 |
 NWG.L | 0.05% | 4.05% | $0.17 |
 SIE.DE | 0.05% | 2.52% | $4.7 |
 BMED.MI | 0.04% | 6.07% | $0.7 |
 IIPR | 0.04% | 10.49% | $7.34 |
 NN.NV | 0.04% | 7.58% | $3.2 |
 BATS.L | 0.04% | 7.39% | $2.36 |
 00257.HK | 0.03% | 6.46% | $0.22 |
 ABR | 0.03% | 12.85% | $1.72 |
 PRY.MI | 0.03% | 1.04% | $0.7 |
 BWLPG.OL | 0.03% | 21.55% | $37.72 |
 0939.HK | 0.03% | 6.84% | $0.43 |
 PBR.A | 0.03% | 11.71% | $2.21 |
 ABN.NV | 0.03% | 9.19% | $1.51 |
 02388.HK | 0.02% | 6.78% | $1.67 |
 SBMO.NV | 0.02% | 4.22% | $0.77 |
 SBLK | 0.02% | 16.27% | $1.82 |
 MFA | 0.02% | 13.33% | $1.4 |
 TFI.PA | 0.02% | 7.22% | $0.55 |
 INGA.NV | 0.02% | 6.89% | $1.11 |
 VNA.DE | 0.02% | 3.04% | $0.9 |
 STLAM.MI | 0.02% | 12.01% | $1.55 |
 IEP | 0.02% | 35.93% | $4 |
 CBK.DE | 0.02% | 1.88% | $0.35 |
 KB | 0.02% | 4.05% | $2.39 |
 LLOY.L | 0.01% | 4.67% | $0.03 |
 BNP.PA | 0.01% | 7.02% | $4.6 |
 3323.HK | 0.01% | 6.84% | $0.25 |
 VZ | 0.01% | 6.82% | $2.66 |
 ENGI.PA | 0.01% | 9.01% | $1.43 |
 LGEN.L | 0.01% | 8.52% | $0.2 |
 SAN.MC | 0.01% | 3.19% | $0.14 |
 AZM.MI | 0.01% | 3.89% | $0.99 |
 GSK.L | 0.01% | 4.35% | $0.59 |
 DEC.L | 0.01% | 5.23% | $1.83 |
 BKT.MC | 0.01% | 6.48% | $0.38 |
 HASI | 0.01% | 5.93% | $1.62 |
 TW.L | 0.01% | 8.01% | $0.1 |
 AKZA.NV | 0.01% | 3.57% | $1.98 |
 NDA_SE.ST | 0.01% | 8.02% | $10.62 |
 CMP | 0.01% | 5.15% | $0.6 |
 DCC.L | 0.01% | 3.58% | $1.97 |
 RIO | 0.01% | 7.18% | $4.34 |
 GKP.L | 0.01% | 7.31% | - |
 WPP.L | 0.01% | 5.1% | $0.39 |
 EPD | 0.01% | 6.43% | $2.03 |
 FRE.DE | 0.01% | 3.18% | - |
 PROX.BR | 0.01% | 15.64% | $0.84 |
 IG.MI | 0.01% | 6.13% | $0.35 |
 BFF.MI | 0.01% | 11.82% | $0.98 |
 CS.PA | 0.01% | 5.4% | $1.98 |
 ASRNL.NV | 0.01% | 6.24% | $2.89 |
 DXS.ASX | 0.01% | 5.57% | $0.5 |
 AMUN.PA | 0.01% | 6% | $4.1 |
 TLS.ASX | 0.01% | 4.55% | $0.18 |
 0489.HK | 0.01% | 1.78% | $0.33 |
 PDM | 0.01% | 5.72% | $0.5 |
 02020.HK | 0.01% | 2.84% | $1.97 |
 GFC.PA | 0.01% | 5.62% | $5.3 |
 STO.ASX | 0.01% | 6.53% | $0.4 |
 EXE | 0.01% | 2.26% | $2.3 |
 GPRK | 0.01% | 6.3% | $0.55 |
 1109.HK | 0.01% | 6.74% | $1.58 |
 BT.L | 0.01% | 5.73% | $0.08 |
 02688.HK | 0.01% | 5.66% | $2.95 |
 MNG.L | 0.01% | 9.52% | $0.2 |
 AGL.ASX | 0.01% | 5.32% | $0.49 |
 MCG.L | 0.01% | 2.42% | $0.07 |
 AGN.NV | 0.01% | 5.07% | $0.3 |
 02319.HK | 0.01% | 3.47% | $0.54 |
 CIB | 0.01% | 8.57% | $3.37 |
 GOZ.ASX | 0.01% | 8.65% | $0.2 |
 TEN.MI | 0.01% | 3.39% | $0.55 |
 AER | 0.01% | 0.78% | $0.25 |
 LIO.L | 0.01% | 16.01% | $0.72 |
 OGN.US | 0.01% | 7.2% | $1.12 |
 TRIG.L | 0.01% | 8.61% | $0.07 |
 BARC.L | 0.01% | 2.77% | $0.08 |
 EQH | 0.01% | 1.73% | $0.9 |
 EMIRATESNBD.AE | 0.01% | 9.58% | - |
 GFTU.L | 0.01% | 3.93% | $0.36 |
 VOD.L | 0.01% | 8.27% | $0.08 |
 HSBA.L | 0.01% | 5.73% | $0.49 |
 MSFT | 0.01% | 0.76% | $3 |
 KER.PA | 0.01% | 4.54% | $14 |
 WU | 0.01% | 9.11% | $0.94 |
 HST | 0.01% | 4.79% | $0.78 |
 AKE.PA | 0.01% | 4.54% | $3.5 |
 CVX | 0.01% | 4.42% | $6.28 |
 ABBV | 0.01% | 3.42% | $6.06 |
 DAC | 0.01% | 4.1% | $3.15 |
 ITV.L | 0.01% | 6.75% | $0.05 |
 CSL.ASX | 0.01% | 1.42% | $3.81 |
 MBG.DE | 0.01% | 9% | $5.3 |
 ET | 0.01% | 6.27% | $1.25 |
 SHA0.DE | 0% | 10.45% | $0.45 |
 SHL.ASX | 0% | 3.72% | $1.05 |
 FMC | 0% | 4.16% | $2.32 |
 EC | 0% | 16.93% | $1.62 |
 FBU.ASX | 0% | 13.4% | $0.37 |
 CMW.ASX | 0% | 7.71% | $0.04 |
 EDP.LSB | 0% | 6.41% | $0.2 |
 BMY | 0% | 4.11% | $2.34 |
 NEP | 0% | 34.11% | $3.49 |
 BAB.L | 0% | 0.99% | $0.02 |
 0916.HK | 0% | 4.28% | $0.24 |
 PEP | 0% | 3.54% | $5.15 |
 EVO.ST | 0% | 3.61% | $31.03 |
 TEL.OL | 0% | 6.86% | $9.5 |
 DIN | 0% | 6.71% | $2.04 |
 PIRC.MI | 0% | 3.4% | $0.2 |
 01211.HK | 0% | 1.25% | $3.41 |
 VALMT.HE | 0% | 5.09% | $1.34 |
 ABT | 0% | 1.75% | $2.16 |
 MTS.ASX | 0% | 5.41% | $0.22 |
 SRG.MI | 0% | 6.41% | $0.28 |
 SAOC | 0% | 6.74% | $1.87 |
 0762.HK | 0% | 5.89% | $0.37 |
 BABA | 0% | 0.99% | $0.98 |
 823.HK | 0% | 8.36% | $2.63 |
 0728.HK | 0% | 5.78% | $0.26 |
 MET | 0% | 2.52% | $2.11 |
 PSN.L | 0% | 4.76% | $0.6 |
 TWE.ASX | 0% | 3.32% | $0.34 |
 NTES | 0% | 2.37% | $2.58 |
 O | 0% | 5.73% | $3.09 |
 0688.HK | 0% | 6.1% | $0.8 |
 DB | 0% | 2.39% | $0.49 |
 SSABAH.HE | 0% | 4.95% | $0.43 |
 2601.HK | 0% | 4.84% | $1.12 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 IVG.MI | 0% | 1.86% | $0.22 |
 FRVIA.PA | 0% | 4.9% | $0.5 |
 BBVA.MC | 0% | 5.13% | $0.45 |
 AGS.BR | 0% | 4.58% | $2.28 |
 VALE | 0% | 9.88% | $1.33 |
 STX.US | 0% | 2.95% | $2.8 |
 BARN.ZU | 0% | 2.89% | $29 |
 KVUE | 0% | 3.83% | $0.8 |
 EKTAB.ST | 0% | 3.64% | $2.4 |
 FRO | 0% | 11.26% | $2.17 |
 RWE.DE | 0% | 3.35% | $1 |
 SSE.L | 0% | 3.75% | $0.6 |
 1997.HK | 0% | 6.45% | $1.28 |
 MTS.MC | 0% | 1.92% | $0.44 |
 CON.DE | 0% | 3.2% | $2.2 |
 2331.HK | 0% | 3.86% | $0.6 |
 BAC | 0% | 2.2% | $0.96 |
 SHEL | 0% | 4.22% | $2.7 |
 BP.L | 0% | 5.62% | $0.23 |
 ARGT | 0% | 2.2% | - |
 PHNX.L | 0% | 10.22% | $0.53 |
 QSR | 0% | 3.85% | $2.26 |
 WDS.ASX | 0% | 7.83% | $2.16 |
 RS1.L | 0% | 3.42% | $0.22 |
 TLC.ASX | 0% | 3.17% | $0.14 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 BEZ.L | 0% | 1.71% | $0.14 |
 JDEP.NV | 0% | 4.14% | $0.7 |
 SOLB.BR | 0% | 4.23% | - |
 02313.HK | 0% | 3.99% | $2.03 |
 DHT | 0% | 8.83% | $1.05 |
 ROG.ZU | 0% | 3.39% | $9.6 |
 EVRG | 0% | 4.04% | $2.54 |
 0700.HK | 0% | 0.85% | $3.4 |
 BLK | 0% | 1.91% | $20.2 |
 DMP.ASX | 0% | 3.53% | $0.98 |
 IPH.ASX | 0% | 7.03% | $0.34 |
 CARLB.CO | 0% | 3.57% | $27 |
 EMAAR.AE | 0% | 3.71% | - |
 VPK.NV | 0% | 3.4% | $1.5 |
 NEC.ASX | 0% | 6.28% | $0.09 |
 COP | 0% | 3.16% | $3.25 |
 PAGE.L | 0% | 5.08% | $0.32 |
 AOV.ASX | 0% | 3.76% | $0.41 |
 1299.HK | 0% | 3.01% | $1.61 |
 TGT | 0% | 3.23% | $4.42 |
 SJW | 0% | 3.23% | $1.56 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 XOM | 0% | 3.63% | $3.76 |
 DEO | 0% | 3.43% | $3.99 |
 WPM | 0% | 1.01% | $0.61 |
 AES | 0% | 6.3% | $0.68 |
 JMT.LSB | 0% | 3.43% | $0.66 |
 GLEN.L | 0% | 2.9% | $0.1 |
 LLC.ASX | 0% | 2.47% | $0.18 |
 ROCKB.CO | 0% | 1.67% | $43 |
 ABI.BR | 0% | 1.2% | $0.57 |
 DVN | 0% | 4.25% | $2.05 |
 LVS | 0% | 1.75% | $0.8 |
 CIVI | 0% | 3.94% | $2 |
 AUB.ASX | 0% | 2.48% | $0.67 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 ORA.PA | 0% | 6.95% | $0.72 |
 CWH | 0% | 2.17% | $0.5 |
 LIGHT.NV | 0% | 7.46% | $1.55 |
 CEM.MI | 0% | 2.39% | $0.28 |
 FGR.PA | 0% | 4.74% | $4.1 |
 MC.PA | 0% | 1.85% | $13 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 LUCK | 0% | 2.07% | $0.11 |
 00001.HK | 0% | 6.28% | $2.53 |
 BUD | 0% | 1.32% | $0.65 |
 IEL.ASX | 0% | 2.55% | $0.45 |
 VIV.PA | 0% | 9.15% | $0.25 |
 LW | 0% | 2.42% | $1.28 |
 PRGO | 0% | 4.43% | $1.1 |
 PPG | 0% | 2.33% | $2.6 |
 UTG.L | 0% | 4.21% | $0.35 |
 ANE.MC | 0% | 2.19% | $0.39 |
 PFE | 0% | 6.37% | $1.66 |
 MONY.L | 0% | 6.31% | $0.12 |
 AIA.ASX | 0% | 1.8% | $0.12 |
 BAX | 0% | 3.19% | $1.16 |
 YUMC | 0% | 1.38% | $0.58 |
 NESN.ZU | 0% | 3.86% | $3 |
 ETN | 0% | 1.15% | $3.6 |
 VOF.L | 0% | 2.19% | $0.1 |
 CVS | 0% | 4.71% | $2.54 |
 STZ | 0% | 2.23% | $3.68 |
 TWEKA.NV | 0% | 4.77% | $1.7 |
 JD.US | 0% | 1.82% | $0.74 |
 TSM | 0% | 0.93% | $1.74 |
 EDV.ASX | 0% | 5.18% | $0.22 |
 LDOS | 0% | 1.08% | $1.5 |
 BBOX.L | 0% | 5.16% | $0.07 |
 MTDR | 0% | 1.47% | $0.75 |
 AHT.L | 0% | 1.82% | $0.8 |
 ITUB | 0% | 1.83% | $0.15 |
 AVOL.ZU | 0% | 1.69% | $0.7 |
 GM | 0% | 0.97% | $0.42 |
 WHC.ASX | 0% | 3.27% | $0.49 |
 TT | 0% | 0.93% | $3.27 |
 APA | 0% | 4.56% | $1 |
 ATCO-B.ST | 0% | 1.75% | $2.8 |
 MSI | 0% | 0.86% | $3.82 |
 BZU.MI | 0% | 1.51% | $0.6 |
 FR.PA | 0% | 3.7% | $0.4 |
 TAH.ASX | 0% | 1.93% | $0.02 |
 INDA | 0% | 0.78% | - |
 DG.PA | 0% | 4.31% | $4.5 |
 CHRD | 0% | 4.45% | $5 |
 PUK | 0% | 2.53% | $0.41 |
 DNR.MI | 0% | 1.7% | $0.12 |
 CLN.ZU | 0% | 4.07% | $0.42 |
 OCI.NV | 0% | 7.49% | $4.35 |
 FTAI | 0% | 1.19% | $1.2 |
 STMPA.PA | 0% | 1.55% | $0.28 |
 GE | 0% | 0.55% | $0.44 |
 02196.HK | 0% | 2.29% | $0.27 |
 ALB | 0% | 1.91% | $1.6 |
 FLT.ASX | 0% | 2.24% | $0.28 |
 ICOS.MI | 0% | 1.32% | $0.19 |
 MA | 0% | 0.49% | $2.46 |
 STNG | 0% | 3.36% | $1.4 |
 LXS.DE | 0% | 0.38% | $0.1 |
 CTD.ASX | 0% | 1.89% | $0.39 |
 FNV | 0% | 1.08% | $1.41 |
 IFX.DE | 0% | 1.09% | $0.35 |
 ACX.MC | 0% | 5.17% | $0.5 |
 OXY | 0% | 1.89% | $0.8 |
 CRM | 0% | 0.47% | $0.4 |
 FMX | 0% | 1.76% | $1.99 |
 MCK | 0% | 0.46% | $2.48 |
 MU | 0% | 0.5% | $0.46 |
 PRX.NV | 0% | 0.27% | $0.07 |
 WAB | 0% | 0.38% | $0.74 |
 STMMI.MI | 0% | 1.57% | $0.28 |
 FUTR.L | 0% | 0.37% | $0.03 |
 02382.HK | 0% | 0.32% | $0.22 |
 GOOGL | 0% | 0.29% | $0.2 |
 ORSTED.CO | 0% | 0.46% | - |
 ST | 0% | 1.77% | $0.48 |
 GOOG | 0% | 0.29% | $0.2 |
 MTCH | 0% | 0.53% | - |
 ATKR | 0% | 1.57% | $0.64 |
 UCB.BR | 0% | 0.5% | $0.95 |
 FCX | 0% | 1.67% | $0.6 |
 JLG.ASX | 0% | 2.53% | $0.09 |
 CLNX.MC | 0% | 0.19% | $0.06 |
 BESI.NV | 0% | 1.72% | $2.15 |
 ASML.NV | 0% | 0.89% | $6.1 |
 GEHC | 0% | 0.14% | $0.12 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 ASM.NV | 0% | 0.48% | $2.75 |
 DIM.PA | 0% | 0.31% | $0.69 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
VZ | Pay Day | Feb 3 | $0.68 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
BMY | Pay Day | Feb 3 | $0.62 |
BATS.L | Pay Day | Feb 3 | $0.74 |
O | Ex-Dividend | Feb 3 | $0.26 |
MET | Ex-Dividend | Feb 4 | $0.55 |
MA | Pay Day | Feb 7 | $0.76 |
STZ | Ex-Dividend | Feb 7 | $1.01 |
ET | Ex-Dividend | Feb 7 | $0.32 |
AHT.L | Pay Day | Feb 7 | $0.46 |
VOD.L | Pay Day | Feb 7 | $0.02 |
LVS | Ex-Dividend | Feb 10 | $0.20 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
SJW | Ex-Dividend | Feb 10 | $0.42 |
FUTR.L | Pay Day | Feb 11 | $0.04 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
KVUE | Ex-Dividend | Feb 12 | $0.20 |
ST | Ex-Dividend | Feb 12 | $0.12 |
OMF | Ex-Dividend | Feb 12 | $1.04 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ABBV | Pay Day | Feb 14 | $1.64 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
EPD | Pay Day | Feb 14 | $0.54 |
ABT | Pay Day | Feb 14 | $0.59 |
AES | Pay Day | Feb 14 | $0.18 |
GEHC | Pay Day | Feb 14 | $0.04 |
O | Pay Day | Feb 14 | $0.26 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
ATKR | Ex-Dividend | Feb 18 | $0.32 |
LVS | Pay Day | Feb 19 | $0.20 |
ET | Pay Day | Feb 19 | $0.32 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
OMF | Pay Day | Feb 20 | $1.04 |
STZ | Pay Day | Feb 21 | $1.01 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
PPG | Ex-Dividend | Feb 21 | $0.68 |
APA | Pay Day | Feb 21 | $0.25 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
KVUE | Pay Day | Feb 26 | $0.20 |
ST | Pay Day | Feb 26 | $0.12 |
SSE.L | Pay Day | Feb 27 | $0.27 |
DEC.L | Ex-Dividend | Feb 27 | $0.29 |
LW | Pay Day | Feb 28 | $0.37 |
DXS.ASX | Pay Day | Feb 28 | $0.12 |
GOZ.ASX | Pay Day | Feb 28 | $0.07 |
ATKR | Pay Day | Feb 28 | $0.32 |
TGT | Pay Day | Mar 1 | $1.12 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
SJW | Pay Day | Mar 3 | $0.42 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
XOM | Pay Day | Mar 10 | $0.99 |
MET | Pay Day | Mar 11 | $0.55 |
PPG | Pay Day | Mar 12 | $0.68 |
MSFT | Pay Day | Mar 13 | $0.83 |
FNV | Ex-Dividend | Mar 13 | $0.38 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
GM | Pay Day | Mar 20 | $0.12 |
SHEL | Pay Day | Mar 24 | $0.72 |
BLK | Pay Day | Mar 24 | $5.21 |
STMPA.PA | Ex-Dividend | Mar 24 | $0.09 |
STMPA.PA | Pay Day | Mar 26 | $0.09 |
FNV | Pay Day | Mar 27 | $0.38 |
BAC | Pay Day | Mar 28 | $0.26 |
DEC.L | Pay Day | Mar 31 | $0.29 |
MCK | Pay Day | Apr 1 | $0.71 |
TSM | Pay Day | Apr 10 | $0.69 |
AKZA.NV | Ex-Dividend | Apr 29 | $1.61 |
ATCO-B.ST | Ex-Dividend | Apr 30 | $0.14 |
ATCO-B.ST | Pay Day | May 7 | $0.14 |
AKZA.NV | Pay Day | May 7 | $1.61 |
Performance Metrics
Score 3.3/10
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.89
-3.89
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Beta
0.75
0.75
0
0.8
1.2
0
2
Sharpe Ratio
0.31
0.31
0
0.5
1
1.5
1.5
Sortino Ratio
0.48
0.48
0
1
2
3
3
Jensen's Alpha
-3.89
-3.89
-4
0
2
4.5
4.5
Omega Ratio
0.61
0.61
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.66
-0.66
-1
0.3
0.6
1
1
Calmar Ratio
0.63
0.63
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-13.2% | Aug 2022 | Jul 2023 | 11 |
-8.38% | Aug 2023 | Dec 2023 | 4 |
-2.83% | Oct 2024 | Jan 2025 | 3 |
-2.52% | Jun 2024 | Jul 2024 | 1 |
-0.77% | Apr 2024 | May 2024 | 1 |