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+0.03%
Today
+0.95%
This Month
+3.72%
Year To Date
+30.21%
2 Years
+88.93%
5 Years
+12.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services15.49%
- 🚗 Consumer Durables15.4%
- 💻 Electronic Technology14.97%
- 🧬 Health Technology6.66%
- 💰 Finance6.42%
- 🍞 Consumer Non Durables6.03%
- 💇♀️ Consumer Services4.6%
- 🛍️ Retail Trade4.51%
- 🛠️ Producer Manufacturing3.99%
- 📊 ETFs3.64%
- ⛏️ Energy Minerals2.78%
- 🪙 Cryptocurrencies1.94%
- 📦 Distribution Services1.63%
- ⚡ Utilities1.58%
- 🚚 Transportation1.41%
- 🧪 Process Industries1.31%
- 💵 Cash1.23%
- 💼 Commercial Services1.19%
- 🏥 Health Services1.16%
- 🪨 Non Energy Minerals1.04%
- 📡 Communications1.04%
- 🏭 Industrial Services0.6%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.66%
- 🇺🇸 Nasdaq34.37%
- 🇩🇪 FRA8.94%
- 🇩🇪 Xetra ETFs1.95%
- 🌍 Digital Currency1.94%
- 🇭🇰 Hong Kong Exchanges1.78%
- 🇫🇷 Euronext Paris0.85%
- 🇬🇧 LSE0.72%
- 🇳🇱 Euronext Amsterdam0.05%
- 🇪🇸 Bolsa De Madrid0.04%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇨🇭 SIX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.44%
- 🇩🇪 Germany8.94%
- 🇨🇳 China2.28%
- 🇨🇦 Canada1.99%
- 🇬🇧 United Kingdom1.41%
- 🇨🇭 Switzerland0.82%
- 🇯🇵 Japan0.75%
- 🇫🇷 France0.62%
- 🇳🇱 Netherlands0.49%
- 🇱🇺 Luxembourg0.43%
- 🇮🇹 Italy0.31%
- 🇮🇪 Ireland0.3%
- 🇮🇱 Israel0.3%
- 🇰🇷 South Korea0.22%
- 🇩🇰 Denmark0.19%
- 🇭🇰 Hong Kong0.13%
- 🇹🇼 Taiwan0.06%
- 🇪🇸 Spain0.04%
- 🇳🇴 Norway0.04%
- 🇷🇺 Russia0.03%
- 🇺🇾 Uruguay0.02%
Dividends
Dividend Yield
2.16%
186 out of 235 instruments pay dividend.
70 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 | 0.2% | 8.36% | $5.3 |
 VOW3.DE | 0.2% | 6.94% | $9.06 |
 WHR | 0.15% | 8.43% | $7 |
 BMW.DE | 0.08% | 5.59% | $6 |
 MO | 0.05% | 6.89% | $3.92 |
 JNJ | 0.05% | 3.24% | $4.81 |
 CSCO | 0.04% | 2.45% | $1.58 |
 PFE | 0.04% | 7.28% | $1.66 |
 USB | 0.04% | 4.44% | $1.94 |
 ABBV | 0.04% | 3.36% | $6.06 |
 MCD | 0.03% | 2.27% | $6.53 |
 SWK | 0.03% | 4.96% | $3.24 |
 ENB | 0.03% | 5.55% | $2.66 |
 SHEL | 0.03% | 4.13% | $2.7 |
 INTC | 0.03% | 2.49% | $0.5 |
 T | 0.03% | 3.95% | $1.11 |
 O | 0.03% | 5.65% | $3.09 |
 F | 0.03% | 7.31% | $0.78 |
 CVX | 0.03% | 4.76% | $6.28 |
 UNH | 0.03% | 2.81% | $7.74 |
 MRK | 0.02% | 4.05% | $3.04 |
 MMM | 0.02% | 1.97% | $5.21 |
 SPG | 0.02% | 5.15% | $7.75 |
 PSX | 0.02% | 4.07% | $4.3 |
 PEP | 0.02% | 4.22% | $5.15 |
 CON.DE | 0.02% | 3.28% | $2.2 |
 KO | 0.02% | 2.79% | $1.89 |
 XOM | 0.02% | 3.76% | $3.76 |
 D | 0.02% | 4.79% | $2.67 |
 ED | 0.02% | 3.31% | $3.28 |
 MSFT | 0.02% | 0.69% | $3 |
 RNO.PA | 0.02% | 5.12% | $1.85 |
 OGZDL.L | 0.02% | 67.74% | - |
 AMGN | 0.02% | 3.19% | $8.76 |
 GOOG | 0.02% | 0.46% | $0.2 |
 WFC | 0.02% | 2.1% | $1.4 |
 DELL | 0.01% | 1.64% | $1.63 |
 SYY | 0.01% | 2.78% | $2.01 |
 PM | 0.01% | 2.94% | $5.2 |
 JPM | 0.01% | 1.99% | $4.4 |
 GILD | 0.01% | 2.77% | $3.04 |
 ADP | 0.01% | 1.84% | $5.45 |
 CAT | 0.01% | 1.6% | $5.31 |
 IBM | 0.01% | 2.49% | $6.65 |
 CLX | 0.01% | 3.82% | $4.8 |
 DIS | 0.01% | 0.88% | $0.75 |
 GPC | 0.01% | 3.24% | $3.9 |
 SU | 0.01% | 4.26% | $1.59 |
 CAH | 0.01% | 1.31% | $2.01 |
 HRL | 0.01% | 3.76% | $1.12 |
 IVV | 0.01% | 1.31% | - |
 PPG | 0.01% | 2.42% | $2.6 |
 B | 0.01% | 1.95% | $0.4 |
 PG | 0.01% | 2.49% | $3.83 |
 TM | 0.01% | 3.12% | $4.64 |
 AAPL | 0.01% | 0.5% | $0.97 |
 PNC | 0.01% | 3.58% | $6.2 |
 EMR | 0.01% | 1.71% | $2.1 |
 KMB | 0.01% | 3.71% | $4.8 |
 SBUX | 0.01% | 2.68% | $2.24 |
 HD | 0.01% | 2.48% | $8.52 |
 NUE | 0.01% | 1.79% | $2.13 |
 DE | 0.01% | 1.22% | $5.76 |
 WBA | 0.01% | 8.89% | $1.46 |
 HEN3.DE | 0.01% | 2.92% | $1.85 |
 MDT.US | 0.01% | 3.21% | $2.77 |
 TGT | 0.01% | 4.6% | $4.42 |
 GRMN | 0.01% | 1.74% | $3.71 |
 LMT | 0.01% | 2.71% | $12.45 |
 HPQ | 0.01% | 4.54% | $1.1 |
 DPZ | 0.01% | 1.39% | $5.44 |
 PAH3.DE | 0.01% | 5.61% | $2.56 |
 HOG | 0.01% | 2.87% | $0.68 |
 FDX | 0.01% | 2.51% | $5.16 |
 VFC | 0.01% | 2.83% | $0.57 |
 WMT | 0.01% | 0.96% | $0.81 |
 MU | 0.01% | 0.42% | $0.46 |
 LOW | 0.01% | 2.06% | $4.45 |
 NEE | 0.01% | 3% | $1.97 |
 SO | 0.01% | 3.29% | $2.82 |
 DTE.DE | 0.01% | 2.66% | $0.77 |
 FR.PA | 0.01% | 4.89% | $0.4 |
 0992.HK | 0.01% | 4.33% | $0.38 |
 ULVR.L | 0.01% | 3.25% | $1.47 |
 FANG | 0.01% | 3.73% | $9.26 |
 GM | 0.01% | 1.07% | $0.42 |
 UPS | 0.01% | 6.66% | $6.5 |
 MKC | 0.01% | 2.34% | $1.62 |
 BEN | 0.01% | 5.81% | $1.23 |
 KHC | 0.01% | 5.99% | $1.6 |
 LLY | 0% | 0.73% | $4.86 |
 SMSN.L | 0% | 2.2% | $23.68 |
 RTX | 0% | 1.85% | $2.44 |
 GD | 0% | 2.11% | $5.48 |
 TRV | 0% | 1.55% | $4.05 |
 FRT | 0% | 4.56% | $4.36 |
 DOV | 0% | 1.15% | $2.04 |
 TROW | 0% | 5.32% | $4.92 |
 NKE | 0% | 2.5% | $1.45 |
 AXP | 0% | 0.97% | $2.6 |
 ATO | 0% | 2.24% | $3.16 |
 BAC | 0% | 2.31% | $0.96 |
 CL | 0% | 2.24% | $1.96 |
 EBAY | 0% | 1.42% | $1.04 |
 BDX | 0% | 2.35% | $3.76 |
 CB | 0% | 1.26% | $3.49 |
 ORA.PA | 0% | 5.91% | $0.72 |
 BABA | 0% | 0.86% | $0.98 |
 ITW | 0% | 2.42% | $5.6 |
 V | 0% | 0.62% | $2.01 |
 STZ | 0% | 2.36% | $3.68 |
 PHM | 0% | 0.86% | $0.76 |
 CINF | 0% | 2.22% | $3.12 |
 ADS.DE | 0% | 0.95% | $0.7 |
 META | 0% | 0.29% | $1 |
 UNP | 0% | 2.4% | $5.2 |
 NVO | 0% | 1.58% | $0.98 |
 LIN | 0% | 1.22% | $5.33 |
 AIR.PA | 0% | 1.21% | $1.8 |
 PNR | 0% | 0.98% | $0.91 |
 SHW | 0% | 0.84% | $2.64 |
 MA | 0% | 0.48% | $2.46 |
 DAL | 0% | 1.18% | $0.3 |
 MC.PA | 0% | 2.76% | $13 |
 COST | 0% | 0.47% | $19.22 |
 GE | 0% | 0.58% | $0.44 |
 ECL | 0% | 0.94% | $2.24 |
 ALB | 0% | 2.71% | $1.6 |
 PUM.DE | 0% | 2.82% | $0.82 |
 ABT | 0% | 1.71% | $2.16 |
 RACE | 0% | 0.67% | $2.64 |
 DIA.US | 0% | 1.52% | - |
 AFL | 0% | 2.08% | $1.84 |
 CVS | 0% | 4.18% | $2.54 |
 EA | 0% | 0.51% | $0.76 |
 RL | 0% | 1.23% | $3.08 |
 ROP | 0% | 0.55% | $2.93 |
 NHY.OL | 0% | 4.14% | $2.5 |
 MDLZ | 0% | 2.84% | $1.7 |
 ASML | 0% | 0.78% | $5.57 |
 SONY | 0% | 0.37% | $0.49 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 GIS | 0% | 4.38% | $2.36 |
 HON | 0% | 1.95% | $4.27 |
 MCO | 0% | 0.73% | $3.24 |
 SAP.DE | 0% | 0.86% | $2.2 |
 NESN.ZU | 0% | 3.52% | $3 |
 CMCSA | 0% | 3.69% | $1.2 |
 AVGO | 0% | 0.91% | $19.7 |
 SPGI | 0% | 0.72% | $3.62 |
 ITX.MC | 0% | 2.83% | $1.11 |
 JBHT | 0% | 1.24% | $1.7 |
 LEG | 0% | 2.2% | $1.43 |
 HEIA.NV | 0% | 2.35% | $1.73 |
 PSA | 0% | 3.96% | $12 |
 ORCL | 0% | 0.98% | $1.6 |
 DLR | 0% | 2.76% | $4.88 |
 CTAS | 0% | 0.69% | $5.4 |
 BWA | 0% | 1.36% | $0.44 |
 0700.HK | 0% | 0.88% | $3.4 |
 KR | 0% | 1.94% | $1.16 |
 WDC | 0% | 0.18% | - |
 BLK | 0% | 2.08% | $20.2 |
 TSM | 0% | 1.1% | $1.74 |
 AZN | 0% | 2.09% | $1.42 |
 BKNG | 0% | 0.65% | $17.5 |
 TXN | 0% | 2.8% | $5.14 |
 YUM | 0% | 1.91% | $2.55 |
 WM | 0% | 1.33% | $2.9 |
 TMUS | 0% | 1.34% | $1.95 |
 ACN | 0% | 1.8% | $4.99 |
 QCOM | 0% | 2.31% | $3.25 |
 LUV | 0% | 2.15% | $0.72 |
 SYK | 0% | 0.86% | $3.15 |
 GOOGL | 0% | 0.47% | $0.2 |
 DHR | 0% | 0.6% | $1.05 |
 GWW | 0% | 0.77% | $7.63 |
 NVDA | 0% | 0.03% | $0.02 |
 ADI | 0% | 1.72% | $3.56 |
 INTU | 0% | 0.54% | $3.6 |
 LRCX | 0% | 1.07% | $8 |
 AMAT | 0% | 1% | $1.44 |
 KLAC | 0% | 0.84% | $5.65 |
 REGN | 0% | 0.36% | - |
 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 |
GOOGL | 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 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
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 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
PSA | Ex-Dividend | Jun 12, 2025 | $3.00 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
EBAY | Pay Day | Jun 13, 2025 | $0.29 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
CB | Ex-Dividend | Jun 13, 2025 | $0.97 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
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 |
DLR | Ex-Dividend | Jun 13, 2025 | $1.22 |
O | Pay Day | Jun 13, 2025 | $0.27 |
WHR | 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 |
GOOGL | 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 |
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 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
VFC | Pay Day | Jun 18, 2025 | $0.09 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
D | Pay Day | Jun 20, 2025 | $0.67 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
CINF | Ex-Dividend | Jun 23, 2025 | $0.87 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
SU | Pay Day | Jun 25, 2025 | $0.41 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
RL | Ex-Dividend | Jun 27, 2025 | $0.91 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
DHR | Ex-Dividend | Jun 27, 2025 | $0.32 |
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 |
PSA | Pay Day | Jun 27, 2025 | $3.00 |
TRV | Pay Day | Jun 30, 2025 | $1.10 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
UNP | Pay Day | Jun 30, 2025 | $1.34 |
DE | Ex-Dividend | Jun 30, 2025 | $1.62 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
ITW | Ex-Dividend | Jun 30, 2025 | $1.50 |
SYK | Ex-Dividend | Jun 30, 2025 | $0.84 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
DPZ | Pay Day | Jun 30, 2025 | $1.74 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
DLR | Pay Day | Jun 30, 2025 | $1.22 |
VLTO | Ex-Dividend | Jun 30, 2025 | -$0.11 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | 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 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
GPC | Pay Day | Jul 2, 2025 | $1.03 |
PHM | Pay Day | Jul 2, 2025 | $0.22 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
CB | Pay Day | Jul 3, 2025 | $0.97 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
RL | Pay Day | Jul 11, 2025 | $0.91 |
ITW | Pay Day | Jul 11, 2025 | $1.50 |
BEN | Pay Day | Jul 11, 2025 | $0.32 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
HRL | Ex-Dividend | Jul 14, 2025 | $0.29 |
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 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
PNR | Ex-Dividend | Jul 18, 2025 | $0.25 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
DHR | Pay Day | Jul 25, 2025 | $0.32 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
VLTO | Pay Day | Jul 31, 2025 | -$0.11 |
PNR | Pay Day | Aug 1, 2025 | $0.25 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
GD | 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 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
ITX.MC | Ex-Dividend | Oct 30, 2025 | $0.92 |
ITX.MC | 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
28.81
High:
WHR
615.04WHRLow:
STZ
-351.81STZDetails
PEG Ratio
337.3
High:
KO
10,192.65KOLow:
VFC
-89.69VFCDetails
Price/Book
6.72
High:
CLX
582.9CLXLow:
NIO
-139.72NIODetails
Price/Sales
4.29
High:
NVDA
23.49NVDALow:
WBA
0.06WBADetails
Price/CF
18.75
High:
TTWO
18,296.3TTWOLow:
FR.PA
0.93FR.PADetails
Price/FCF
41.66
High:
NUE
5,649.81NUELow:FR.PA
1.87FR.PADetails
P/E Ratio
28.81
High:WHR
615.04WHRLow:STZ
-351.81STZDetails
PEG Ratio
337.3
High:KO
10,192.65KOLow:VFC
-89.69VFCDetails
Price/Book
6.72
High:CLX
582.9CLXLow:NIO
-139.72NIODetails
Price/Sales
4.29
High:NVDA
23.49NVDALow:WBA
0.06WBADetails
Price/CF
18.75
High:TTWO
18,296.3TTWOLow:FR.PA
0.93FR.PADetails
Price/FCF
41.66
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 |