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+0.11%
Today
+1.41%
This Month
+8.38%
Year To Date
+31.39%
2 Years
+96.38%
5 Years
+13.37%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables15.04%
- 💻 Electronic Technology13.73%
- 👥 Copy Trading13.68%
- 🖥️ Technology Services13.06%
- 🧬 Health Technology5.8%
- 💰 Finance5.4%
- 🍞 Consumer Non Durables4.61%
- 💇♀️ Consumer Services3.96%
- 🛠️ Producer Manufacturing3.51%
- 🛍️ Retail Trade3.28%
- ⛏️ Energy Minerals2.58%
- 🪙 Cryptocurrencies2.25%
- 💵 Cash1.49%
- ⚡ Utilities1.39%
- 📊 ETFs1.38%
- 📦 Distribution Services1.37%
- 🧪 Process Industries1.22%
- 💼 Commercial Services1.03%
- 🏥 Health Services0.95%
- 🪨 Non Energy Minerals0.94%
- 🚚 Transportation0.83%
- 📡 Communications0.82%
- 🏭 Industrial Services0.5%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.05%
- 🇺🇸 Nasdaq34.63%
- 🇩🇪 FRA8.69%
- 🌍 Digital Currency2.25%
- 🇩🇪 Xetra ETFs2.04%
- 🇭🇰 Hong Kong Exchanges1.85%
- 🇬🇧 LSE0.82%
- 🇫🇷 Euronext Paris0.79%
- 🇪🇸 Bolsa De Madrid0.06%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇨🇭 SIX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.27%
- 🇩🇪 Germany8.69%
- 🇨🇳 China2.35%
- 🇨🇦 Canada2.01%
- 🇬🇧 United Kingdom1.37%
- 🇨🇭 Switzerland0.8%
- 🇯🇵 Japan0.65%
- 🇫🇷 France0.54%
- 🇳🇱 Netherlands0.49%
- 🇱🇺 Luxembourg0.4%
- 🇮🇹 Italy0.31%
- 🇮🇪 Ireland0.3%
- 🇮🇱 Israel0.29%
- 🇰🇷 South Korea0.24%
- 🇩🇰 Denmark0.16%
- 🇭🇰 Hong Kong0.14%
- 🇹🇼 Taiwan0.07%
- 🇪🇸 Spain0.06%
- 🇳🇴 Norway0.04%
- 🇷🇺 Russia0.02%
- 🇺🇾 Uruguay0.01%
Dividends
Dividend Yield
2.07%
152 out of 191 instruments pay dividend.
77 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MBG.DE | 0.19% | 8.35% | $5.3 |
 VOW3.DE | 0.19% | 6.99% | $9.06 |
 WHR | 0.14% | 7.54% | $7 |
 DonFan | 0.11% | 2.03% | - |
 BMW.DE | 0.08% | 5.1% | $6 |
 adam254 | 0.04% | 0.69% | - |
 MO | 0.04% | 6.93% | $3.92 |
 JNJ | 0.04% | 3.1% | $4.81 |
 CSCO | 0.04% | 2.37% | $1.58 |
 PFE | 0.04% | 7.02% | $1.66 |
 USB | 0.04% | 4.35% | $1.94 |
 MCD | 0.03% | 2.35% | $6.53 |
 SWK | 0.03% | 4.7% | $3.24 |
 ABBV | 0.03% | 3.49% | $6.06 |
 ENB | 0.03% | 5.79% | $2.66 |
 SHEL | 0.03% | 3.99% | $2.7 |
 INTC | 0.03% | 2.15% | $0.5 |
 F | 0.03% | 6.62% | $0.78 |
 O | 0.02% | 5.65% | $3.09 |
 UNH | 0.02% | 3.02% | $7.74 |
 T | 0.02% | 4.06% | $1.11 |
 MRK | 0.02% | 4.04% | $3.04 |
 CVX | 0.02% | 4.45% | $6.28 |
 MMM | 0.02% | 1.88% | $5.21 |
 PSX | 0.02% | 3.74% | $4.3 |
 SPG | 0.02% | 5.12% | $7.75 |
 ED | 0.02% | 3.32% | $3.28 |
 PEP | 0.02% | 3.88% | $5.15 |
 CON.DE | 0.02% | 3.33% | $2.2 |
 KO | 0.02% | 2.87% | $1.89 |
 XOM | 0.02% | 3.63% | $3.76 |
 D | 0.02% | 4.62% | $2.67 |
 OGZDL.L | 0.02% | 67.74% | - |
 RNO.PA | 0.01% | 6.55% | $1.85 |
 DELL | 0.01% | 1.5% | $1.63 |
 MSFT | 0.01% | 0.65% | $3 |
 WFC | 0.01% | 1.99% | $1.4 |
 AMGN | 0.01% | 3.14% | $8.76 |
 RSchieber | 0.01% | 0.71% | - |
 GOOG | 0.01% | 0.42% | $0.2 |
 GILD | 0.01% | 2.87% | $3.04 |
 PM | 0.01% | 2.99% | $5.2 |
 JPM | 0.01% | 1.82% | $4.4 |
 SYY | 0.01% | 2.63% | $2.01 |
 IVV | 0.01% | 1.31% | - |
 SU | 0.01% | 4.05% | $1.59 |
 PPG | 0.01% | 2.39% | $2.6 |
 IBM | 0.01% | 2.35% | $6.65 |
 DIS | 0.01% | 0.83% | $0.75 |
 CAT | 0.01% | 1.39% | $5.31 |
 B | 0.01% | 1.81% | $0.4 |
 TM | 0.01% | 3.4% | $4.64 |
 CAH | 0.01% | 1.28% | $2.01 |
 CLX | 0.01% | 3.85% | $4.8 |
 HRL | 0.01% | 3.98% | $1.12 |
 GPC | 0.01% | 3.27% | $3.9 |
 TGT | 0.01% | 4.41% | $4.42 |
 ADP | 0.01% | 2% | $5.45 |
 KMB | 0.01% | 3.91% | $4.8 |
 PG | 0.01% | 2.66% | $3.83 |
 EMR | 0.01% | 1.47% | $2.1 |
 GRMN | 0.01% | 1.59% | $3.71 |
 DE | 0.01% | 1.27% | $5.76 |
 HD | 0.01% | 2.5% | $8.52 |
 PNC | 0.01% | 3.31% | $6.2 |
 MDT.US | 0.01% | 3.13% | $2.77 |
 SBUX | 0.01% | 2.62% | $2.24 |
 PAH3.DE | 0.01% | 5.59% | $2.56 |
 HEN3.DE | 0.01% | 3% | $1.85 |
 DPZ | 0.01% | 1.41% | $5.44 |
 AAPL | 0.01% | 0.48% | $0.97 |
 LMT | 0.01% | 2.86% | $12.45 |
 HOG | 0.01% | 3% | $0.68 |
 VFC | 0.01% | 2.9% | $0.57 |
 NUE | 0.01% | 1.54% | $2.13 |
 HPQ | 0.01% | 4.66% | $1.1 |
 FDX | 0.01% | 2.47% | $5.16 |
 MU | 0.01% | 0.41% | $0.46 |
 WMT | 0.01% | 0.98% | $0.81 |
 DTE.DE | 0.01% | 2.97% | $0.77 |
 0992.HK | 0.01% | 3.84% | $0.38 |
 MKC | 0% | 2.5% | $1.62 |
 GM | 0% | 0.95% | $0.42 |
 BEN | 0% | 5.21% | $1.23 |
 UPS | 0% | 6.6% | $6.5 |
 SO | 0% | 3.06% | $2.82 |
 SMSN.L | 0% | 1.9% | $23.68 |
 FRT | 0% | 4.67% | $4.36 |
 NEE | 0% | 2.84% | $1.97 |
 AXP | 0% | 1% | $2.6 |
 LLY | 0% | 0.76% | $4.86 |
 TROW | 0% | 4.78% | $4.92 |
 RTX | 0% | 1.72% | $2.44 |
 FR.PA | 0% | 4.19% | $0.4 |
 EBAY | 0% | 1.42% | $1.04 |
 WBA | 0% | 4.35% | $1.46 |
 KHC | 0% | 5.82% | $1.6 |
 TRV | 0% | 1.62% | $4.05 |
 BDX | 0% | 2.3% | $3.76 |
 ULVR.L | 0% | 3.41% | $1.47 |
 ORA.PA | 0% | 5.74% | $0.72 |
 CL | 0% | 2.35% | $1.96 |
 LOW | 0% | 2.1% | $4.45 |
 NKE | 0% | 2.12% | $1.45 |
 CINF | 0% | 2.25% | $3.12 |
 PHM | 0% | 0.79% | $0.76 |
 ATO | 0% | 2.16% | $3.16 |
 FANG | 0% | 3.75% | $9.26 |
 BAC | 0% | 2.19% | $0.96 |
 DOV | 0% | 1.1% | $2.04 |
 NVO | 0% | 1.83% | $0.98 |
 ITW | 0% | 2.35% | $5.6 |
 ADS.DE | 0% | 0.98% | $0.7 |
 AIR.PA | 0% | 1.08% | $1.8 |
 CB | 0% | 1.35% | $3.49 |
 STZ | 0% | 2.41% | $3.68 |
 V | 0% | 0.65% | $2.01 |
 META | 0% | 0.29% | $1 |
 UNP | 0% | 2.38% | $5.2 |
 DAL | 0% | 1.14% | $0.3 |
 SHW | 0% | 0.9% | $2.64 |
 PUM.DE | 0% | 2.74% | $0.82 |
 MA | 0% | 0.53% | $2.46 |
 GD | 0% | 1.96% | $5.48 |
 ABT | 0% | 1.87% | $2.16 |
 RACE | 0% | 0.64% | $2.64 |
 PNR | 0% | 0.93% | $0.91 |
 DIA.US | 0% | 1.52% | - |
 COST | 0% | 0.52% | $19.22 |
 LIN | 0% | 1.22% | $5.33 |
 BABA | 0% | 0.86% | $0.98 |
 EA | 0% | 0.5% | $0.76 |
 ASML | 0% | 0.84% | $5.57 |
 NHY.OL | 0% | 3.63% | $2.5 |
 MC.PA | 0% | 2.78% | $13 |
 GE | 0% | 0.49% | $0.44 |
 ECL | 0% | 0.94% | $2.24 |
 BAYN.DE | 0% | 0.4% | $0.11 |
 ROP | 0% | 0.58% | $2.93 |
 SONY | 0% | 0.4% | $0.49 |
 SAP.DE | 0% | 0.89% | $2.2 |
 NESN.ZU | 0% | 3.96% | $3 |
 MCO | 0% | 0.72% | $3.24 |
 SPGI | 0% | 0.72% | $3.62 |
 HEIA.NV | 0% | 2.42% | $1.73 |
 JBHT | 0% | 1.18% | $1.7 |
 BWA | 0% | 1.24% | $0.44 |
 LEG | 0% | 2.02% | $1.43 |
 0700.HK | 0% | 0.87% | $3.4 |
 WDC | 0% | 0.15% | - |
 VLTO | 0% | -0.41% | $-0.27 |
 GEV | 0% | -0.13% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MU | Pay Day | Jul 22, 2025 | $0.12 |
ROP | Pay Day | Jul 22, 2025 | $0.82 |
DELL | Ex-Dividend | Jul 22, 2025 | $0.52 |
 CVS (DonFan) | Ex-Dividend | Jul 22, 2025 | $0.66 |
ROP (DonFan) | Pay Day | Jul 22, 2025 | $0.82 |
ROP (adam254) | Pay Day | Jul 22, 2025 | $0.82 |
MU (RSchieber) | Pay Day | Jul 22, 2025 | $0.12 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
CSCO (DonFan) | Pay Day | Jul 23, 2025 | $0.41 |
DIS (DonFan) | Pay Day | Jul 23, 2025 | $0.50 |
 CMCSA (DonFan) | Pay Day | Jul 23, 2025 | $0.33 |
LOW (DonFan) | Ex-Dividend | Jul 23, 2025 | $1.20 |
LOW (adam254) | Ex-Dividend | Jul 23, 2025 | $1.20 |
CSCO (RSchieber) | Pay Day | Jul 23, 2025 | $0.41 |
CMCSA (RSchieber) | Pay Day | Jul 23, 2025 | $0.33 |
 ORCL (DonFan) | Pay Day | Jul 24, 2025 | $0.50 |
ORCL (adam254) | Pay Day | Jul 24, 2025 | $0.50 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
GE (DonFan) | Pay Day | Jul 25, 2025 | $0.36 |
PFE (DonFan) | Ex-Dividend | Jul 25, 2025 | $0.43 |
SYY (DonFan) | Pay Day | Jul 25, 2025 | $0.54 |
 DHR (DonFan) | Pay Day | Jul 25, 2025 | $0.32 |
SYY (adam254) | Pay Day | Jul 25, 2025 | $0.54 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
STZ | Ex-Dividend | Jul 30, 2025 | $1.02 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
STZ (DonFan) | Ex-Dividend | Jul 30, 2025 | $1.02 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
VLTO | Pay Day | Jul 31, 2025 | -$0.11 |
JPM (DonFan) | Pay Day | Jul 31, 2025 | $1.40 |
DAL (DonFan) | Ex-Dividend | Jul 31, 2025 | $0.19 |
 SYK (DonFan) | Pay Day | Jul 31, 2025 | $0.84 |
VLTO (DonFan) | Pay Day | Jul 31, 2025 | -$0.11 |
 TXN (RSchieber) | Ex-Dividend | Jul 31, 2025 | $1.36 |
T | Pay Day | Aug 1, 2025 | $0.28 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
DELL | Pay Day | Aug 1, 2025 | $0.52 |
O | Ex-Dividend | Aug 1, 2025 | $0.27 |
PNR | Pay Day | Aug 1, 2025 | $0.25 |
T (DonFan) | Pay Day | Aug 1, 2025 | $0.28 |
COST (DonFan) | Ex-Dividend | Aug 1, 2025 | $1.30 |
CVS (DonFan) | Pay Day | Aug 1, 2025 | $0.66 |
 GIS (DonFan) | Pay Day | Aug 1, 2025 | $0.61 |
O (DonFan) | Ex-Dividend | Aug 1, 2025 | $0.27 |
T (adam254) | Pay Day | Aug 1, 2025 | $0.28 |
PNR (adam254) | Pay Day | Aug 1, 2025 | $0.25 |
COST (RSchieber) | Ex-Dividend | Aug 1, 2025 | $1.30 |
PNC | Pay Day | Aug 5, 2025 | $1.70 |
PNC (DonFan) | Pay Day | Aug 5, 2025 | $1.70 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
LOW (DonFan) | Pay Day | Aug 6, 2025 | $1.20 |
LOW (adam254) | Pay Day | Aug 6, 2025 | $1.20 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
MA (DonFan) | Pay Day | Aug 8, 2025 | $0.76 |
DE (DonFan) | Pay Day | Aug 8, 2025 | $1.62 |
GD (DonFan) | Pay Day | Aug 8, 2025 | $1.50 |
MA (adam254) | Pay Day | Aug 8, 2025 | $0.76 |
GD (adam254) | Pay Day | Aug 8, 2025 | $1.50 |
NUE | Pay Day | Aug 11, 2025 | $0.55 |
PPG | Ex-Dividend | Aug 11, 2025 | $0.71 |
NUE (DonFan) | Pay Day | Aug 11, 2025 | $0.55 |
NUE (adam254) | Pay Day | Aug 11, 2025 | $0.55 |
TXN (RSchieber) | Pay Day | Aug 12, 2025 | $1.36 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
ED | Ex-Dividend | Aug 13, 2025 | $0.85 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
STZ | Pay Day | Aug 14, 2025 | $1.02 |
STZ (DonFan) | Pay Day | Aug 14, 2025 | $1.02 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
RTX | Ex-Dividend | Aug 15, 2025 | $0.68 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
CL | Pay Day | Aug 15, 2025 | $0.52 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
ABT | Pay Day | Aug 15, 2025 | $0.59 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
SHW | Ex-Dividend | Aug 15, 2025 | $0.79 |
HRL | Pay Day | Aug 15, 2025 | $0.29 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
O | Pay Day | Aug 15, 2025 | $0.27 |
PG (DonFan) | Pay Day | Aug 15, 2025 | $1.06 |
RTX (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.68 |
WMT (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.24 |
CL (DonFan) | Pay Day | Aug 15, 2025 | $0.52 |
SBUX (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.61 |
 ACN (DonFan) | Pay Day | Aug 15, 2025 | $1.48 |
ABBV (DonFan) | Pay Day | Aug 15, 2025 | $1.64 |
COST (DonFan) | Pay Day | Aug 15, 2025 | $1.30 |
 KR (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.35 |
LLY (DonFan) | Ex-Dividend | Aug 15, 2025 | $1.50 |
SHW (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.79 |
HRL (DonFan) | Pay Day | Aug 15, 2025 | $0.29 |
ENB (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.68 |
O (DonFan) | Pay Day | Aug 15, 2025 | $0.27 |
PG (adam254) | Pay Day | Aug 15, 2025 | $1.06 |
WMT (adam254) | Ex-Dividend | Aug 15, 2025 | $0.24 |
ABBV (adam254) | Pay Day | Aug 15, 2025 | $1.64 |
SHW (adam254) | Ex-Dividend | Aug 15, 2025 | $0.79 |
SBUX (RSchieber) | Ex-Dividend | Aug 15, 2025 | $0.61 |
COST (RSchieber) | Pay Day | Aug 15, 2025 | $1.30 |
GEV | Pay Day | Aug 18, 2025 | -$0.25 |
GEV (DonFan) | Pay Day | Aug 18, 2025 | -$0.25 |
PSX | Ex-Dividend | Aug 19, 2025 | $1.20 |
PSX (DonFan) | Ex-Dividend | Aug 19, 2025 | $1.20 |
CAT | Pay Day | Aug 20, 2025 | $1.51 |
CAT (DonFan) | Pay Day | Aug 20, 2025 | $1.51 |
CAT (adam254) | Pay Day | Aug 20, 2025 | $1.51 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (DonFan) | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL (DonFan) | Pay Day | Aug 21, 2025 | $0.19 |
MSFT (adam254) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (RSchieber) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (RSchieber) | Ex-Dividend | Aug 21, 2025 | $0.46 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
JNJ (DonFan) | Ex-Dividend | Aug 26, 2025 | $1.30 |
JNJ (adam254) | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI (adam254) | Ex-Dividend | Aug 26, 2025 | $0.96 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
UNP | Ex-Dividend | Aug 29, 2025 | $1.38 |
SBUX (DonFan) | Pay Day | Aug 29, 2025 | $0.61 |
UNP (DonFan) | Ex-Dividend | Aug 29, 2025 | $1.38 |
SBUX (RSchieber) | Pay Day | Aug 29, 2025 | $0.61 |
 TMUS (RSchieber) | Ex-Dividend | Aug 29, 2025 | $0.88 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
KR (DonFan) | Pay Day | Sep 1, 2025 | $0.35 |
ENB (DonFan) | Pay Day | Sep 1, 2025 | $0.68 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
PSX | Pay Day | Sep 2, 2025 | $1.20 |
PFE (DonFan) | Pay Day | Sep 2, 2025 | $0.43 |
WMT (DonFan) | Pay Day | Sep 2, 2025 | $0.24 |
LMT (DonFan) | Ex-Dividend | Sep 2, 2025 | $3.30 |
PSX (DonFan) | Pay Day | Sep 2, 2025 | $1.20 |
WMT (adam254) | Pay Day | Sep 2, 2025 | $0.24 |
RTX | Pay Day | Sep 4, 2025 | $0.68 |
RTX (DonFan) | Pay Day | Sep 4, 2025 | $0.68 |
 QCOM (RSchieber) | Ex-Dividend | Sep 4, 2025 | $0.89 |
SHW | Pay Day | Sep 5, 2025 | $0.79 |
SHW (DonFan) | Pay Day | Sep 5, 2025 | $0.79 |
SHW (adam254) | Pay Day | Sep 5, 2025 | $0.79 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (DonFan) | Pay Day | Sep 9, 2025 | $1.30 |
JNJ (adam254) | Pay Day | Sep 9, 2025 | $1.30 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
TRV | Ex-Dividend | Sep 10, 2025 | $1.10 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
HPQ (DonFan) | Ex-Dividend | Sep 10, 2025 | $0.29 |
TRV (DonFan) | Ex-Dividend | Sep 10, 2025 | $1.10 |
LLY (DonFan) | Pay Day | Sep 10, 2025 | $1.50 |
SPGI (adam254) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (DonFan) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (adam254) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (RSchieber) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (RSchieber) | Pay Day | Sep 11, 2025 | $0.46 |
TMUS (RSchieber) | Pay Day | Sep 11, 2025 | $0.88 |
PPG | Pay Day | Sep 12, 2025 | $0.71 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
ED | Pay Day | Sep 15, 2025 | $0.85 |
KO (DonFan) | Ex-Dividend | Sep 15, 2025 | $0.51 |
 TSM (adam254) | Ex-Dividend | Sep 16, 2025 | $0.82 |
QCOM (RSchieber) | Pay Day | Sep 25, 2025 | $0.89 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
LMT (DonFan) | Pay Day | Sep 26, 2025 | $3.30 |
TRV | Pay Day | Sep 30, 2025 | $1.10 |
UNP | Pay Day | Sep 30, 2025 | $1.38 |
TRV (DonFan) | Pay Day | Sep 30, 2025 | $1.10 |
UNP (DonFan) | Pay Day | Sep 30, 2025 | $1.38 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
HPQ (DonFan) | Pay Day | Oct 1, 2025 | $0.29 |
KO (DonFan) | Pay Day | Oct 1, 2025 | $0.51 |
TSM (adam254) | Pay Day | Oct 9, 2025 | $0.82 |
 ITX.MC (DonFan) | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC (DonFan) | Pay Day | Nov 3, 2025 | $0.92 |
Performance Metrics
Score 5.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
1.61
1.61
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.67
0.67
0
0.5
1
1.5
1.5
Sortino Ratio
1.15
1.15
0
1
2
3
3
Jensen's Alpha
1.61
1.61
-2
0
2
4.5
4.5
Omega Ratio
1.06
1.06
0
1
1.5
2.5
2.5
Treynor Ratio
1.06
1.06
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.59
0.59
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.38
High:
WHR
690.22WHRLow:
VFC
-81.57VFCDetails
PEG Ratio
327.14
High:
KO
9,978.59KOLow:VFC
-86.52VFCDetails
Price/Book
6.35
High:
CLX
586CLXLow:
NIO
-168.98NIODetails
Price/Sales
4.13
High:
SPCE
24.88SPCELow:
WBA
0.06WBADetails
Price/CF
18.02
High:KO
282.33KOLow:
FR.PA
0.93FR.PADetails
Price/FCF
41.81
High:
NUE
5,649.81NUELow:FR.PA
1.87FR.PADetails
P/E Ratio
29.38
High:WHR
690.22WHRLow:VFC
-81.57VFCDetails
PEG Ratio
327.14
High:KO
9,978.59KOLow:VFC
-86.52VFCDetails
Price/Book
6.35
High:CLX
586CLXLow:NIO
-168.98NIODetails
Price/Sales
4.13
High:SPCE
24.88SPCELow:WBA
0.06WBADetails
Price/CF
18.02
High:KO
282.33KOLow:FR.PA
0.93FR.PADetails
Price/FCF
41.81
High:NUE
5,649.81NUELow:FR.PA
1.87FR.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-22.59% | Jan 2022 | Jul 2023 | 18 |
-13.41% | Feb 2020 | May 2020 | 3 |
-10.18% | Aug 2023 | Dec 2023 | 4 |
-6.29% | Mar 2025 | Jun 2025 | 3 |
-5.81% | Sep 2020 | Nov 2020 | 2 |
-3.75% | Sep 2021 | Oct 2021 | 1 |
-3.72% | Apr 2024 | Jul 2024 | 3 |
-2.69% | Nov 2021 | Dec 2021 | 1 |
-1.95% | Dec 2024 | Jan 2025 | 1 |
-1.37% | Oct 2024 | Nov 2024 | 1 |
-0.74% | Jul 2021 | Aug 2021 | 1 |