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+1.04%
Today
+1.1%
This Month
+3.86%
Year To Date
+30.38%
2 Years
+89.18%
5 Years
+12.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🚗 Consumer Durables14.99%
- 👥 Copy Trading13.42%
- 🖥️ Technology Services13.32%
- 💻 Electronic Technology12.77%
- 🧬 Health Technology5.95%
- 💰 Finance5.51%
- 🍞 Consumer Non Durables5.16%
- 💇♀️ Consumer Services4.07%
- 🛠️ Producer Manufacturing3.45%
- 🛍️ Retail Trade3.41%
- ⛏️ Energy Minerals2.53%
- 🪙 Cryptocurrencies1.93%
- ⚡ Utilities1.43%
- 📦 Distribution Services1.4%
- 📊 ETFs1.39%
- 💵 Cash1.23%
- 🚚 Transportation1.14%
- 💼 Commercial Services1.1%
- 🏥 Health Services1.04%
- 🧪 Process Industries1.04%
- 📡 Communications0.9%
- 🪨 Non Energy Minerals0.9%
- 🏭 Industrial Services0.55%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.67%
- 🇺🇸 Nasdaq34.18%
- 🇩🇪 FRA9.06%
- 🇩🇪 Xetra ETFs1.95%
- 🌍 Digital Currency1.93%
- 🇭🇰 Hong Kong Exchanges1.8%
- 🇫🇷 Euronext Paris0.86%
- 🇬🇧 LSE0.73%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇨🇭 SIX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.26%
- 🇩🇪 Germany9.06%
- 🇨🇳 China2.29%
- 🇨🇦 Canada1.98%
- 🇬🇧 United Kingdom1.41%
- 🇨🇭 Switzerland0.82%
- 🇯🇵 Japan0.75%
- 🇫🇷 France0.62%
- 🇳🇱 Netherlands0.49%
- 🇱🇺 Luxembourg0.43%
- 🇮🇹 Italy0.31%
- 🇮🇱 Israel0.31%
- 🇮🇪 Ireland0.31%
- 🇰🇷 South Korea0.23%
- 🇩🇰 Denmark0.19%
- 🇭🇰 Hong Kong0.13%
- 🇹🇼 Taiwan0.06%
- 🇪🇸 Spain0.04%
- 🇳🇴 Norway0.04%
- 🇷🇺 Russia0.03%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
2.17%
152 out of 191 instruments pay dividend.
133 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 VOW3.DE | 0.2% | 6.94% | $9.06 |
 MBG.DE | 0.2% | 8.36% | $5.3 |
 WHR | 0.15% | 8.49% | $7 |
 DonFan | 0.12% | 2.09% | - |
 BMW.DE | 0.08% | 5.59% | $6 |
 MO | 0.05% | 6.88% | $3.92 |
 adam254 | 0.05% | 0.75% | - |
 JNJ | 0.04% | 3.25% | $4.81 |
 CSCO | 0.04% | 2.46% | $1.58 |
 PFE | 0.04% | 7.27% | $1.66 |
 USB | 0.04% | 4.48% | $1.94 |
 MCD | 0.03% | 2.28% | $6.53 |
 SWK | 0.03% | 5.01% | $3.24 |
 ABBV | 0.03% | 3.36% | $6.06 |
 ENB | 0.03% | 5.54% | $2.66 |
 SHEL | 0.03% | 4.13% | $2.7 |
 INTC | 0.03% | 2.47% | $0.5 |
 F | 0.03% | 7.32% | $0.78 |
 O | 0.02% | 5.67% | $3.09 |
 T | 0.02% | 3.97% | $1.11 |
 UNH | 0.02% | 2.83% | $7.74 |
 MMM | 0.02% | 1.96% | $5.21 |
 CVX | 0.02% | 4.78% | $6.28 |
 MRK | 0.02% | 4.06% | $3.04 |
 SPG | 0.02% | 5.18% | $7.75 |
 PSX | 0.02% | 4.09% | $4.3 |
 ED | 0.02% | 3.31% | $3.28 |
 CON.DE | 0.02% | 3.28% | $2.2 |
 PEP | 0.02% | 4.23% | $5.15 |
 KO | 0.02% | 2.8% | $1.89 |
 D | 0.02% | 4.79% | $2.67 |
 XOM | 0.02% | 3.77% | $3.76 |
 OGZDL.L | 0.02% | 67.74% | - |
 RNO.PA | 0.02% | 5.12% | $1.85 |
 AMGN | 0.01% | 3.2% | $8.76 |
 WFC | 0.01% | 2.11% | $1.4 |
 MSFT | 0.01% | 0.69% | $3 |
 RSchieber | 0.01% | 0.76% | - |
 DELL | 0.01% | 1.63% | $1.63 |
 GOOG | 0.01% | 0.46% | $0.2 |
 GILD | 0.01% | 2.78% | $3.04 |
 PM | 0.01% | 2.94% | $5.2 |
 JPM | 0.01% | 2% | $4.4 |
 SYY | 0.01% | 2.78% | $2.01 |
 IVV | 0.01% | 1.39% | - |
 SU | 0.01% | 4.25% | $1.59 |
 IBM | 0.01% | 2.49% | $6.65 |
 PPG | 0.01% | 2.42% | $2.6 |
 B | 0.01% | 1.95% | $0.4 |
 DIS | 0.01% | 0.88% | $0.75 |
 TM | 0.01% | 3.12% | $4.64 |
 CAT | 0.01% | 1.6% | $5.31 |
 CAH | 0.01% | 1.32% | $2.01 |
 CLX | 0.01% | 3.83% | $4.8 |
 HRL | 0.01% | 3.77% | $1.12 |
 GPC | 0.01% | 3.24% | $3.9 |
 ADP | 0.01% | 1.84% | $5.45 |
 KMB | 0.01% | 3.71% | $4.8 |
 EMR | 0.01% | 1.71% | $2.1 |
 PG | 0.01% | 2.49% | $3.83 |
 HD | 0.01% | 2.48% | $8.52 |
 TGT | 0.01% | 4.63% | $4.42 |
 GRMN | 0.01% | 1.74% | $3.71 |
 WBA | 0.01% | 8.9% | $1.46 |
 DE | 0.01% | 1.21% | $5.76 |
 PNC | 0.01% | 3.61% | $6.2 |
 MDT.US | 0.01% | 3.23% | $2.77 |
 PAH3.DE | 0.01% | 5.61% | $2.56 |
 HEN3.DE | 0.01% | 2.92% | $1.85 |
 SBUX | 0.01% | 2.7% | $2.24 |
 DPZ | 0.01% | 1.4% | $5.44 |
 AAPL | 0.01% | 0.49% | $0.97 |
 LMT | 0.01% | 2.73% | $12.45 |
 HOG | 0.01% | 2.88% | $0.68 |
 VFC | 0.01% | 2.85% | $0.57 |
 NUE | 0.01% | 1.79% | $2.13 |
 WMT | 0.01% | 0.97% | $0.81 |
 FDX | 0.01% | 2.52% | $5.16 |
 HPQ | 0.01% | 4.56% | $1.1 |
 DTE.DE | 0.01% | 2.66% | $0.77 |
 MU | 0.01% | 0.42% | $0.46 |
 0992.HK | 0.01% | 4.33% | $0.38 |
 GM | 0.01% | 1.08% | $0.42 |
 UPS | 0.01% | 6.68% | $6.5 |
 BEN | 0.01% | 5.82% | $1.23 |
 MKC | 0.01% | 2.36% | $1.62 |
 SMSN.L | 0% | 2.2% | $23.68 |
 SO | 0% | 3.29% | $2.82 |
 FRT | 0% | 4.59% | $4.36 |
 NEE | 0% | 3.01% | $1.97 |
 FR.PA | 0% | 4.89% | $0.4 |
 TROW | 0% | 5.37% | $4.92 |
 LLY | 0% | 0.73% | $4.86 |
 RTX | 0% | 1.85% | $2.44 |
 AXP | 0% | 0.97% | $2.6 |
 EBAY | 0% | 1.42% | $1.04 |
 KHC | 0% | 6.02% | $1.6 |
 TRV | 0% | 1.56% | $4.05 |
 BDX | 0% | 2.36% | $3.76 |
 ULVR.L | 0% | 3.25% | $1.47 |
 ORA.PA | 0% | 5.91% | $0.72 |
 LOW | 0% | 2.07% | $4.45 |
 CL | 0% | 2.24% | $1.96 |
 NKE | 0% | 2.52% | $1.45 |
 PHM | 0% | 0.86% | $0.76 |
 CINF | 0% | 2.23% | $3.12 |
 ATO | 0% | 2.25% | $3.16 |
 FANG | 0% | 3.73% | $9.26 |
 BAC | 0% | 2.32% | $0.96 |
 DOV | 0% | 1.15% | $2.04 |
 NVO | 0% | 1.59% | $0.98 |
 ITW | 0% | 2.43% | $5.6 |
 ADS.DE | 0% | 0.95% | $0.7 |
 AIR.PA | 0% | 1.21% | $1.8 |
 CB | 0% | 1.26% | $3.49 |
 STZ | 0% | 2.36% | $3.68 |
 V | 0% | 0.62% | $2.01 |
 META | 0% | 0.29% | $1 |
 UNP | 0% | 2.41% | $5.2 |
 SHW | 0% | 0.84% | $2.64 |
 DAL | 0% | 1.19% | $0.3 |
 PUM.DE | 0% | 2.82% | $0.82 |
 GD | 0% | 2.12% | $5.48 |
 MA | 0% | 0.48% | $2.46 |
 ABT | 0% | 1.71% | $2.16 |
 RACE | 0% | 0.67% | $2.64 |
 PNR | 0% | 0.99% | $0.91 |
 LIN | 0% | 1.23% | $5.33 |
 COST | 0% | 0.47% | $19.22 |
 DIA.US | 0% | 1.52% | - |
 GE | 0% | 0.58% | $0.44 |
 BABA | 0% | 0.87% | $0.98 |
 EA | 0% | 0.51% | $0.76 |
 MC.PA | 0% | 2.76% | $13 |
 NHY.OL | 0% | 4.14% | $2.5 |
 ASML | 0% | 0.78% | $5.57 |
 ECL | 0% | 0.95% | $2.24 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 ROP | 0% | 0.55% | $2.93 |
 SONY | 0% | 0.37% | $0.49 |
 NESN.ZU | 0% | 3.52% | $3 |
 SAP.DE | 0% | 0.86% | $2.2 |
 MCO | 0% | 0.73% | $3.24 |
 HEIA.NV | 0% | 2.35% | $1.73 |
 SPGI | 0% | 0.72% | $3.62 |
 JBHT | 0% | 1.25% | $1.7 |
 BWA | 0% | 1.36% | $0.44 |
 LEG | 0% | 2.19% | $1.43 |
 0700.HK | 0% | 0.88% | $3.4 |
 WDC | 0% | 0.18% | - |
 VLTO | 0% | -0.42% | $-0.27 |
 GEV | 0% | -0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
SPG | Ex-Dividend | Jun 9, 2025 | $2.10 |
GOOG (DonFan) | Ex-Dividend | Jun 9, 2025 | $0.21 |
SPG (DonFan) | Ex-Dividend | Jun 9, 2025 | $2.10 |
GOOG (adam254) | Ex-Dividend | Jun 9, 2025 | $0.21 |
ATO (adam254) | Pay Day | Jun 9, 2025 | $0.87 |
GOOG (RSchieber) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (RSchieber) | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
TRV | Ex-Dividend | Jun 10, 2025 | $1.10 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
EMR | Pay Day | Jun 10, 2025 | $0.53 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
VFC | Ex-Dividend | Jun 10, 2025 | $0.09 |
CVX (DonFan) | Pay Day | Jun 10, 2025 | $1.71 |
JNJ (DonFan) | Pay Day | Jun 10, 2025 | $1.30 |
TRV (DonFan) | Ex-Dividend | Jun 10, 2025 | $1.10 |
XOM (DonFan) | Pay Day | Jun 10, 2025 | $0.99 |
EMR (DonFan) | Pay Day | Jun 10, 2025 | $0.53 |
LLY (DonFan) | Pay Day | Jun 10, 2025 | $1.50 |
CVX (adam254) | Pay Day | Jun 10, 2025 | $1.71 |
IBM (adam254) | Pay Day | Jun 10, 2025 | $1.68 |
JNJ (adam254) | Pay Day | Jun 10, 2025 | $1.30 |
XOM (adam254) | Pay Day | Jun 10, 2025 | $0.99 |
EMR (adam254) | Pay Day | Jun 10, 2025 | $0.53 |
VFC (adam254) | Ex-Dividend | Jun 10, 2025 | $0.09 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
HPQ (DonFan) | Ex-Dividend | Jun 11, 2025 | $0.29 |
 NVDA (DonFan) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (adam254) | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI (adam254) | Pay Day | Jun 11, 2025 | $0.96 |
NVDA (RSchieber) | Ex-Dividend | Jun 11, 2025 | $0.01 |
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 |
PPG | Pay Day | Jun 12, 2025 | $0.68 |
MSFT (DonFan) | Pay Day | Jun 12, 2025 | $0.83 |
MMM (DonFan) | Pay Day | Jun 12, 2025 | $0.73 |
RTX (DonFan) | Pay Day | Jun 12, 2025 | $0.68 |
BABA (DonFan) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 PSA (DonFan) | Ex-Dividend | Jun 12, 2025 | $3.00 |
MSFT (adam254) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (adam254) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (adam254) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (RSchieber) | Pay Day | Jun 12, 2025 | $0.83 |
 AMAT (RSchieber) | Pay Day | Jun 12, 2025 | $0.46 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
EBAY | Pay Day | Jun 13, 2025 | $0.29 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
CB | Ex-Dividend | Jun 13, 2025 | $0.97 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
TROW | Ex-Dividend | Jun 13, 2025 | $1.27 |
LEG | Ex-Dividend | Jun 13, 2025 | $0.05 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
DPZ | Ex-Dividend | Jun 13, 2025 | $1.74 |
O | Pay Day | Jun 13, 2025 | $0.27 |
KO (DonFan) | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE (DonFan) | Pay Day | Jun 13, 2025 | $0.43 |
ADP (DonFan) | Ex-Dividend | Jun 13, 2025 | $1.54 |
LEG (DonFan) | Ex-Dividend | Jun 13, 2025 | $0.05 |
ULVR.L (DonFan) | Pay Day | Jun 13, 2025 | $0.52 |
DPZ (DonFan) | Ex-Dividend | Jun 13, 2025 | $1.74 |
O (DonFan) | Pay Day | Jun 13, 2025 | $0.27 |
 ALB (adam254) | Ex-Dividend | Jun 13, 2025 | $0.40 |
CB (adam254) | Ex-Dividend | Jun 13, 2025 | $0.97 |
ADP (adam254) | Ex-Dividend | Jun 13, 2025 | $1.54 |
 CTAS (adam254) | Pay Day | Jun 13, 2025 | $0.39 |
 DLR (adam254) | Ex-Dividend | Jun 13, 2025 | $1.22 |
GILD (RSchieber) | Ex-Dividend | Jun 13, 2025 | $0.79 |
ADP (RSchieber) | Ex-Dividend | Jun 13, 2025 | $1.54 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
WHR (DonFan) | Pay Day | Jun 15, 2025 | $1.75 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
ED | Pay Day | Jun 16, 2025 | $0.85 |
DOV | Pay Day | Jun 16, 2025 | $0.52 |
BWA | Pay Day | Jun 16, 2025 | $0.11 |
B | Pay Day | Jun 16, 2025 | $0.10 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
GOOG (DonFan) | Pay Day | Jun 16, 2025 | $0.21 |
META (DonFan) | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD (DonFan) | Pay Day | Jun 16, 2025 | $1.77 |
MRK (DonFan) | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH (DonFan) | Ex-Dividend | Jun 16, 2025 | $2.21 |
MO (DonFan) | Ex-Dividend | Jun 16, 2025 | $1.02 |
NEE (DonFan) | Pay Day | Jun 16, 2025 | $0.57 |
GOOG (adam254) | Pay Day | Jun 16, 2025 | $0.21 |
MCD (adam254) | Pay Day | Jun 16, 2025 | $1.77 |
UNH (adam254) | Ex-Dividend | Jun 16, 2025 | $2.21 |
DOV (adam254) | Pay Day | Jun 16, 2025 | $0.52 |
GOOG (RSchieber) | Pay Day | Jun 16, 2025 | $0.21 |
META (RSchieber) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (RSchieber) | Pay Day | Jun 16, 2025 | $0.21 |
ECL | Ex-Dividend | Jun 17, 2025 | $0.65 |
SWK | Pay Day | Jun 17, 2025 | $0.82 |
PHM | Ex-Dividend | Jun 17, 2025 | $0.22 |
ECL (DonFan) | Ex-Dividend | Jun 17, 2025 | $0.65 |
SWK (DonFan) | Pay Day | Jun 17, 2025 | $0.82 |
ECL (adam254) | Ex-Dividend | Jun 17, 2025 | $0.65 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
HOG | Pay Day | Jun 18, 2025 | $0.18 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
VFC | Pay Day | Jun 18, 2025 | $0.09 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
HD (DonFan) | Pay Day | Jun 18, 2025 | $2.30 |
HOG (DonFan) | Pay Day | Jun 18, 2025 | $0.18 |
WDC (DonFan) | Pay Day | Jun 18, 2025 | $0.10 |
 LUV (DonFan) | Ex-Dividend | Jun 18, 2025 | $0.18 |
EA (adam254) | Pay Day | Jun 18, 2025 | $0.19 |
VFC (adam254) | Pay Day | Jun 18, 2025 | $0.09 |
LIN (adam254) | Pay Day | Jun 18, 2025 | $1.50 |
 LRCX (RSchieber) | Ex-Dividend | Jun 18, 2025 | $0.23 |
 ADI (RSchieber) | Pay Day | Jun 18, 2025 | $0.99 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
D | Pay Day | Jun 20, 2025 | $0.67 |
 WM (DonFan) | Pay Day | Jun 20, 2025 | $0.82 |
D (DonFan) | Pay Day | Jun 20, 2025 | $0.67 |
 AVGO (RSchieber) | Ex-Dividend | Jun 20, 2025 | $0.59 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
CINF | Ex-Dividend | Jun 23, 2025 | $0.87 |
SHEL (DonFan) | Pay Day | Jun 23, 2025 | $0.72 |
 BLK (DonFan) | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
DIS (DonFan) | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH (DonFan) | Pay Day | Jun 24, 2025 | $2.21 |
UNH (adam254) | Pay Day | Jun 24, 2025 | $2.21 |
SU | Pay Day | Jun 25, 2025 | $0.41 |
META | Pay Day | Jun 26, 2025 | $0.52 |
META (DonFan) | Pay Day | Jun 26, 2025 | $0.52 |
META (RSchieber) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (RSchieber) | Pay Day | Jun 26, 2025 | $0.89 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
BEN | Ex-Dividend | Jun 27, 2025 | $0.32 |
TROW | Pay Day | Jun 27, 2025 | $1.27 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
BAC (DonFan) | Pay Day | Jun 27, 2025 | $0.26 |
LMT (DonFan) | Pay Day | Jun 27, 2025 | $3.30 |
 DHR (DonFan) | Ex-Dividend | Jun 27, 2025 | $0.32 |
KHC (DonFan) | Pay Day | Jun 27, 2025 | $0.40 |
PSA (DonFan) | Pay Day | Jun 27, 2025 | $3.00 |
 RL (RSchieber) | Ex-Dividend | Jun 27, 2025 | $0.91 |
GILD (RSchieber) | Pay Day | Jun 27, 2025 | $0.79 |
TRV | Pay Day | Jun 30, 2025 | $1.10 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
UNP | Pay Day | Jun 30, 2025 | $1.34 |
DE | Ex-Dividend | Jun 30, 2025 | $1.62 |
ITW | Ex-Dividend | Jun 30, 2025 | $1.50 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
VLTO | Ex-Dividend | Jun 30, 2025 | -$0.11 |
TRV (DonFan) | Pay Day | Jun 30, 2025 | $1.10 |
PEP (DonFan) | Pay Day | Jun 30, 2025 | $1.42 |
 BKNG (DonFan) | Pay Day | Jun 30, 2025 | $9.60 |
UNP (DonFan) | Pay Day | Jun 30, 2025 | $1.34 |
DE (DonFan) | Ex-Dividend | Jun 30, 2025 | $1.62 |
 MDLZ (DonFan) | Ex-Dividend | Jun 30, 2025 | $0.47 |
ITW (DonFan) | Ex-Dividend | Jun 30, 2025 | $1.50 |
 SYK (DonFan) | Ex-Dividend | Jun 30, 2025 | $0.84 |
SPG (DonFan) | Pay Day | Jun 30, 2025 | $2.10 |
DPZ (DonFan) | Pay Day | Jun 30, 2025 | $1.74 |
VLTO (DonFan) | Ex-Dividend | Jun 30, 2025 | -$0.11 |
DLR (adam254) | Pay Day | Jun 30, 2025 | $1.22 |
PEP (RSchieber) | Pay Day | Jun 30, 2025 | $1.42 |
BKNG (RSchieber) | Pay Day | Jun 30, 2025 | $9.60 |
MDLZ (RSchieber) | Ex-Dividend | Jun 30, 2025 | $0.47 |
AVGO (RSchieber) | Pay Day | Jun 30, 2025 | $0.59 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
CAH | Ex-Dividend | Jul 1, 2025 | $0.51 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
KO (DonFan) | Pay Day | Jul 1, 2025 | $0.51 |
NKE (DonFan) | Pay Day | Jul 1, 2025 | $0.40 |
CAH (DonFan) | Ex-Dividend | Jul 1, 2025 | $0.51 |
ADP (DonFan) | Pay Day | Jul 1, 2025 | $1.54 |
ALB (adam254) | Pay Day | Jul 1, 2025 | $0.40 |
ADP (adam254) | Pay Day | Jul 1, 2025 | $1.54 |
ADP (RSchieber) | Pay Day | Jul 1, 2025 | $1.54 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
GPC | Pay Day | Jul 2, 2025 | $1.03 |
PHM | Pay Day | Jul 2, 2025 | $0.22 |
HPQ (DonFan) | Pay Day | Jul 2, 2025 | $0.29 |
 CMCSA (DonFan) | Ex-Dividend | Jul 2, 2025 | $0.33 |
KMB (DonFan) | Pay Day | Jul 2, 2025 | $1.26 |
GPC (DonFan) | Pay Day | Jul 2, 2025 | $1.03 |
CMCSA (RSchieber) | Ex-Dividend | Jul 2, 2025 | $0.33 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
CB | Pay Day | Jul 3, 2025 | $0.97 |
CSCO (DonFan) | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM (DonFan) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (DonFan) | Pay Day | Jul 3, 2025 | $0.01 |
SYY (DonFan) | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD (DonFan) | Ex-Dividend | Jul 3, 2025 | $1.50 |
NVDA (adam254) | Pay Day | Jul 3, 2025 | $0.01 |
SYY (adam254) | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD (adam254) | Ex-Dividend | Jul 3, 2025 | $1.50 |
CB (adam254) | Pay Day | Jul 3, 2025 | $0.97 |
CSCO (RSchieber) | Ex-Dividend | Jul 3, 2025 | $0.41 |
NVDA (RSchieber) | Pay Day | Jul 3, 2025 | $0.01 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
MRK (DonFan) | Pay Day | Jul 8, 2025 | $0.81 |
LUV (DonFan) | Pay Day | Jul 9, 2025 | $0.18 |
LRCX (RSchieber) | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
BABA (DonFan) | Pay Day | Jul 10, 2025 | $0.95 |
MO (DonFan) | Pay Day | Jul 10, 2025 | $1.02 |
BABA (adam254) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (adam254) | Pay Day | Jul 10, 2025 | $0.68 |
 INTU (RSchieber) | Ex-Dividend | Jul 10, 2025 | $1.04 |
ITW | Pay Day | Jul 11, 2025 | $1.50 |
BEN | Pay Day | Jul 11, 2025 | $0.32 |
ITW (DonFan) | Pay Day | Jul 11, 2025 | $1.50 |
RL (RSchieber) | Pay Day | Jul 11, 2025 | $0.91 |
HRL | Ex-Dividend | Jul 14, 2025 | $0.29 |
MDLZ (DonFan) | Pay Day | Jul 14, 2025 | $0.47 |
HRL (DonFan) | Ex-Dividend | Jul 14, 2025 | $0.29 |
MDLZ (RSchieber) | Pay Day | Jul 14, 2025 | $0.47 |
CAH | Pay Day | Jul 15, 2025 | $0.51 |
ECL | Pay Day | Jul 15, 2025 | $0.65 |
CINF | Pay Day | Jul 15, 2025 | $0.87 |
LEG | Pay Day | Jul 15, 2025 | $0.05 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
CAH (DonFan) | Pay Day | Jul 15, 2025 | $0.51 |
ECL (DonFan) | Pay Day | Jul 15, 2025 | $0.65 |
LEG (DonFan) | Pay Day | Jul 15, 2025 | $0.05 |
ECL (adam254) | Pay Day | Jul 15, 2025 | $0.65 |
PNR | Ex-Dividend | Jul 18, 2025 | $0.25 |
PNR (adam254) | Ex-Dividend | Jul 18, 2025 | $0.25 |
INTU (RSchieber) | Pay Day | Jul 18, 2025 | $1.04 |
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 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
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 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
VLTO | Pay Day | Jul 31, 2025 | -$0.11 |
JPM (DonFan) | Pay Day | Jul 31, 2025 | $1.40 |
SYK (DonFan) | Pay Day | Jul 31, 2025 | $0.84 |
VLTO (DonFan) | Pay Day | Jul 31, 2025 | -$0.11 |
PNR | Pay Day | Aug 1, 2025 | $0.25 |
PNR (adam254) | Pay Day | Aug 1, 2025 | $0.25 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
LOW (DonFan) | Pay Day | Aug 6, 2025 | $1.20 |
LOW (adam254) | Pay Day | Aug 6, 2025 | $1.20 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
DE (DonFan) | Pay Day | Aug 8, 2025 | $1.62 |
GD (DonFan) | Pay Day | Aug 8, 2025 | $1.50 |
GD (adam254) | Pay Day | Aug 8, 2025 | $1.50 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
HRL | Pay Day | Aug 15, 2025 | $0.29 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
WMT (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.24 |
HRL (DonFan) | Pay Day | Aug 15, 2025 | $0.29 |
ENB (DonFan) | Ex-Dividend | Aug 15, 2025 | $0.68 |
WMT (adam254) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 TMUS (RSchieber) | Ex-Dividend | Aug 29, 2025 | $0.88 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
ENB (DonFan) | Pay Day | Sep 1, 2025 | $0.68 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
WMT (DonFan) | Pay Day | Sep 2, 2025 | $0.24 |
WMT (adam254) | Pay Day | Sep 2, 2025 | $0.24 |
TMUS (RSchieber) | Pay Day | Sep 11, 2025 | $0.88 |
 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
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
1.71
1.71
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.09
1.09
0
1
2
3
3
Jensen's Alpha
1.71
1.71
-2
0
2
4.5
4.5
Omega Ratio
1.08
1.08
0
1
1.5
2.5
2.5
Treynor Ratio
1.01
1.01
0
0.75
1.25
2
2
Information Ratio
0.11
0.11
0
0.3
0.6
1
1
Calmar Ratio
0.56
0.56
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.34
High:
WHR
607.93WHRLow:
STZ
-349.09STZDetails
PEG Ratio
344.65
High:
KO
10,128.43KOLow:
VFC
-88.86VFCDetails
Price/Book
5.94
High:
CLX
581.12CLXLow:
NIO
-139.34NIODetails
Price/Sales
3.8
High:
SPCE
20.12SPCELow:
WBA
0.06WBADetails
Price/CF
17.85
High:KO
282.33KOLow:
FR.PA
0.93FR.PADetails
Price/FCF
41.04
High:
NUE
5,649.81NUELow:FR.PA
1.87FR.PADetails
P/E Ratio
27.34
High:WHR
607.93WHRLow:STZ
-349.09STZDetails
PEG Ratio
344.65
High:KO
10,128.43KOLow:VFC
-88.86VFCDetails
Price/Book
5.94
High:CLX
581.12CLXLow:NIO
-139.34NIODetails
Price/Sales
3.8
High:SPCE
20.12SPCELow:WBA
0.06WBADetails
Price/CF
17.85
High:KO
282.33KOLow:FR.PA
0.93FR.PADetails
Price/FCF
41.04
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 | - | 4 |
-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 |