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0%
Today
0%
This Month
+2.33%
Year To Date
+32.8%
2 Years
+32.8%
5 Years
+22.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology19.64%
- 🖥️ Technology Services14.59%
- 🍞 Consumer Non Durables11.27%
- 🛠️ Producer Manufacturing8.31%
- 🚗 Consumer Durables7.05%
- 🧪 Process Industries5.47%
- 🧬 Health Technology4.75%
- 🚚 Transportation4.25%
- 💰 Finance4.03%
- 🛍️ Retail Trade3.78%
- 🪨 Non Energy Minerals3.45%
- 🏭 Industrial Services2.6%
- 💇♀️ Consumer Services2.33%
- ⚡ Utilities2.17%
- 📦 Distribution Services1.98%
- 💼 Commercial Services1.45%
- ⛏️ Energy Minerals1.07%
- 🏥 Health Services0.93%
- 📡 Communications0.87%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.59%
- 🇺🇸 Nasdaq30.12%
- 🇫🇷 Euronext Paris6.57%
- 🇬🇧 LSE6.38%
- 🇩🇪 FRA6.06%
- 🇮🇹 Borsa Italiana2.86%
- 🇨🇭 SIX1.26%
- 🇩🇰 Copenhagen Stock Exchange0.99%
- 🇳🇱 Euronext Amsterdam0.71%
- 🇸🇪 Stockholm Stock Exchange0.58%
- 🇪🇸 Bolsa De Madrid0.51%
- 🇧🇪 Euronext Brussels0.31%
- 🇦🇺 Sydney0.05%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.08%
- 🇫🇷 France6.57%
- 🇬🇧 United Kingdom6.14%
- 🇩🇪 Germany6.06%
- 🇮🇹 Italy2.96%
- 🇨🇭 Switzerland1.84%
- 🇮🇱 Israel1.21%
- 🇳🇱 Netherlands1.16%
- 🇸🇪 Sweden1.12%
- 🇮🇪 Ireland1.09%
- 🇩🇰 Denmark0.99%
- 🇨🇳 China0.93%
- 🇧🇪 Belgium0.79%
- 🇰🇷 South Korea0.69%
- 🇨🇦 Canada0.65%
- 🇧🇷 Brazil0.39%
- 🇪🇸 Spain0.35%
- 🇬🇷 Greece0.35%
- 🇦🇺 Australia0.33%
- 🇨🇾 Cyprus0.23%
- 🇯🇵 Japan0.21%
- 🇸🇬 Singapore0.18%
- 🇮🇳 India0.16%
- 🇱🇺 Luxembourg0.15%
- 🇧🇲 Bermuda0.14%
- 🇹🇼 Taiwan0.14%
- 🇲🇽 Mexico0.06%
Dividends
Dividend Yield
1.93%
265 out of 424 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $ZIM (22.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ZIM | 0.11% | 22.3% | $0.23 |
 BRBY.L | 0.06% | 5.12% | $0.61 |
 B4B.DE | 0.05% | 14.29% | $0.55 |
 HLAG.DE | 0.05% | 6.65% | $9.25 |
 PBR | 0.04% | 18.77% | $1.73 |
 PII | 0.04% | 5.56% | $2.62 |
 KER.PA | 0.04% | 4.54% | $14 |
 MAERSKB.CO | 0.04% | 4.86% | $515 |
 PFE | 0.03% | 6.37% | $1.66 |
 FMC | 0.03% | 4.16% | $2.32 |
 CVS | 0.03% | 4.71% | $2.54 |
 NESN.ZU | 0.03% | 3.86% | $3 |
 AAL.L | 0.02% | 2.74% | $0.77 |
 WU | 0.02% | 9.11% | $0.94 |
 SLB | 0.02% | 2.76% | $1.05 |
 P911.DE | 0.02% | 3.74% | $2.31 |
 DOW | 0.02% | 7.17% | $2.8 |
 BATS.L | 0.02% | 7.39% | $2.36 |
 INTC | 0.02% | 2.57% | $0.5 |
 NAT | 0.02% | 14.81% | $0.43 |
 SHIP | 0.02% | 8.08% | $0.1 |
 BEN.PA | 0.02% | 7.93% | $0.73 |
 CC | 0.02% | 5.27% | $1 |
 DK | 0.02% | 5.63% | $0.97 |
 LYB | 0.02% | 6.96% | $5.09 |
 UPS | 0.02% | 5.71% | $6.5 |
 ALTG | 0.02% | 3.12% | $0.23 |
 RAND.NV | 0.02% | 8.47% | $3.55 |
 BTI | 0.02% | 7.45% | $2.92 |
 CA.PA | 0.02% | 6.36% | $0.87 |
 ALB | 0.02% | 1.91% | $1.6 |
 KHC | 0.02% | 5.36% | $1.6 |
 BHP.L | 0.02% | 5.84% | $1.26 |
 GLEN.L | 0.02% | 2.9% | $0.1 |
 REP.MC | 0.01% | 7.01% | $0.73 |
 HAL | 0.01% | 2.61% | $0.66 |
 F | 0.01% | 7.74% | $0.78 |
 PAH3.DE | 0.01% | 6.73% | $2.56 |
 MO | 0.01% | 7.66% | $3.92 |
 T | 0.01% | 4.68% | $1.11 |
 BXP | 0.01% | 5.36% | $3.92 |
 BOSS.DE | 0.01% | 2.98% | $1.35 |
 RTX | 0.01% | 1.92% | $2.44 |
 TKA.DE | 0.01% | 3.11% | $0.15 |
 E | 0.01% | 5.15% | $1.46 |
 HPQ | 0.01% | 3.48% | $1.1 |
 RWE.DE | 0.01% | 3.35% | $1 |
 LHA.DE | 0.01% | 4.79% | $0.3 |
 DNR.MI | 0.01% | 1.7% | $0.12 |
 IBM | 0.01% | 2.61% | $6.65 |
 SMSN.L | 0.01% | 2.7% | $23.68 |
 LMT | 0.01% | 2.79% | $12.45 |
 HSY | 0.01% | 3.67% | $5.12 |
 HEIA.NV | 0.01% | 2.57% | $1.73 |
 RIO.L | 0.01% | 6.91% | $3.41 |
 PEP | 0.01% | 3.54% | $5.15 |
 EVK.DE | 0.01% | 6.44% | $1.17 |
 IMB.L | 0.01% | 6.32% | $1.49 |
 JOUT | 0.01% | 4.07% | $1.32 |
 SL.MI | 0.01% | 2.78% | $1 |
 ENGI.PA | 0.01% | 9.01% | $1.43 |
 ARIS.MI | 0.01% | 4.9% | $0.17 |
 CDI.PA | 0.01% | 2.01% | $13 |
 SZU.DE | 0.01% | 8.52% | $0.9 |
 MMM | 0.01% | 2.37% | $5.21 |
 PM | 0.01% | 4.07% | $5.2 |
 K | 0.01% | 2.77% | $2.28 |
 PUM.DE | 0.01% | 2.68% | $0.82 |
 FF | 0.01% | 4.4% | $0.24 |
 MC.PA | 0.01% | 1.85% | $13 |
 ENB | 0.01% | 6.31% | $2.66 |
 GLE.PA | 0.01% | 2.88% | $0.9 |
 VFC | 0.01% | 1.39% | $0.57 |
 MGA | 0.01% | 4.87% | $1.88 |
 BAC | 0.01% | 2.2% | $0.96 |
 ENEL.MI | 0.01% | 6.28% | $0.43 |
 HII | 0.01% | 2.69% | $5.14 |
 HOG | 0.01% | 2.55% | $0.68 |
 NTRS | 0.01% | 2.67% | $3 |
 NOC | 0.01% | 1.65% | $7.67 |
 JNJ | 0.01% | 3.26% | $4.81 |
 LLOY.L | 0.01% | 4.67% | $0.03 |
 C | 0.01% | 2.71% | $2.12 |
 GD | 0.01% | 2.21% | $5.48 |
 IMMR | 0.01% | 2.15% | $0.17 |
 GSK.L | 0.01% | 4.35% | $0.59 |
 STX.US | 0.01% | 2.95% | $2.8 |
 NDA.DE | 0.01% | 1.86% | $1.4 |
 IG.MI | 0.01% | 6.13% | $0.35 |
 SAN.PA | 0.01% | 3.61% | $3.76 |
 ROG.ZU | 0.01% | 3.39% | $9.6 |
 MRK | 0.01% | 3.2% | $3.04 |
 CSAN | 0.01% | 5.83% | $0.34 |
 AWK | 0.01% | 2.46% | $2.89 |
 SBUX | 0.01% | 2.19% | $2.24 |
 WFC | 0.01% | 1.97% | $1.4 |
 CFR.ZU | 0.01% | 1.55% | $2.75 |
 SW.PA | 0.01% | 3.72% | $3.1 |
 G1A.DE | 0.01% | 1.97% | $1 |
 NEE | 0.01% | 2.88% | $1.97 |
 ALO.PA | 0.01% | 1.56% | $0.24 |
 ABF.L | 0.01% | 2.83% | $0.54 |
 HO.PA | 0.01% | 2.21% | $3.4 |
 CPR.MI | 0.01% | 1.16% | $0.07 |
 TAP | 0.01% | 3.21% | $1.7 |
 EMN | 0% | 3.27% | $3.22 |
 KRO | 0% | 5.01% | $0.76 |
 TSN | 0% | 3.51% | $1.96 |
 MCD | 0% | 2.35% | $6.53 |
 LHX | 0% | 2.19% | $4.6 |
 VTRS | 0% | 4.26% | $0.48 |
 PARA | 0% | 1.84% | $0.2 |
 CSCO | 0% | 2.64% | $1.58 |
 AVD | 0% | 1.94% | $0.12 |
 ACA.PA | 0% | 7.22% | $1.05 |
 DOLE | 0% | 2.35% | $0.32 |
 BA.L | 0% | 2.53% | $0.3 |
 EOAN.DE | 0% | 4.64% | $0.53 |
 SCI | 0% | 1.54% | $1.18 |
 BAB.L | 0% | 0.99% | $0.02 |
 BC | 0% | 2.49% | $1.64 |
 OSK | 0% | 1.62% | $1.74 |
 LGEN.L | 0% | 8.52% | $0.2 |
 GSK | 0% | 4.33% | $1.45 |
 MGPI | 0% | 1.33% | $0.48 |
 HON | 0% | 1.95% | $4.27 |
 TSCO.L | 0% | 3.36% | $0.12 |
 TEN.US | 0% | 8.39% | $0.6 |
 AIR.PA | 0% | 1.08% | $1.8 |
 VOLV-A.ST | 0% | 2.59% | $7.5 |
 BNP.PA | 0% | 7.02% | $4.6 |
 QCOM | 0% | 1.97% | $3.25 |
 PKX | 0% | 3.86% | $1.56 |
 VZ | 0% | 6.82% | $2.66 |
 ASTE | 0% | 1.49% | $0.52 |
 HEXA-B.ST | 0% | 1.18% | $1.53 |
 DLR | 0% | 2.98% | $4.88 |
 BCS | 0% | 2.79% | $0.39 |
 VNA.DE | 0% | 3.04% | $0.9 |
 RMS.PA | 0% | 0.92% | $25 |
 NHC | 0% | 2.36% | $2.38 |
 DRX.L | 0% | 3.93% | $0.23 |
 ADM | 0% | 3.9% | $1.9 |
 WBD.MI | 0% | 2.41% | $0.07 |
 BN.PA | 0% | 3.12% | $2.1 |
 FCX | 0% | 1.67% | $0.6 |
 RIO | 0% | 7.18% | $4.34 |
 MCY | 0% | 2.55% | $1.27 |
 IBE.MC | 0% | 3.46% | $0.45 |
 BG | 0% | 3.57% | $2.7 |
 HLIO | 0% | 0.81% | $0.36 |
 ESRT | 0% | 1.46% | $0.14 |
 DSY.PA | 0% | 0.61% | $0.23 |
 REYN | 0% | 3.33% | $0.92 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 ELIS.PA | 0% | 2.18% | $0.43 |
 KO | 0% | 3.06% | $1.89 |
 INGR | 0% | 2.32% | $3.12 |
 BUD | 0% | 1.32% | $0.65 |
 SAIC | 0% | 1.37% | $1.48 |
 MTS.MC | 0% | 1.92% | $0.44 |
 HOLN.ZU | 0% | 3.05% | $2.8 |
 CAT | 0% | 1.49% | $5.31 |
 PG | 0% | 2.43% | $3.83 |
 AM.PA | 0% | 1.55% | $3.37 |
 EIX | 0% | 5.87% | $3.04 |
 AGL.ASX | 0% | 5.32% | $0.49 |
 HXL | 0% | 0.95% | $0.55 |
 RTO.L | 0% | 2.28% | $0.09 |
 ASML | 0% | 0.77% | $5.57 |
 DELL | 0% | 1.72% | $1.63 |
 LDOS | 0% | 1.08% | $1.5 |
 SHEL.L | 0% | 4.08% | $0.8 |
 WMT | 0% | 0.85% | $0.81 |
 IFX.DE | 0% | 1.09% | $0.35 |
 ORCL | 0% | 0.94% | $1.6 |
 DUK | 0% | 3.71% | $4.1 |
 STMMI.MI | 0% | 1.57% | $0.28 |
 TSCO | 0% | 1.62% | $4.26 |
 EQIX | 0% | 1.87% | $16.19 |
 DD | 0% | 1.98% | $1.48 |
 FDX | 0% | 2.04% | $5.16 |
 DAC | 0% | 4.1% | $3.15 |
 POOL | 0% | 1.37% | $4.5 |
 HE | 0% | 3.61% | $1.43 |
 UL.US | 0% | 3.22% | $1.82 |
 MSFT | 0% | 0.76% | $3 |
 ULVR.L | 0% | 3.17% | $1.47 |
 ETN | 0% | 1.15% | $3.6 |
 DEME.BR | 0% | 1.09% | - |
 ANA.MC | 0% | 3.64% | $3.65 |
 ACN | 0% | 1.44% | $4.99 |
 MOS | 0% | 3.05% | $0.82 |
 FDP | 0% | 3.28% | $0.9 |
 UNF | 0% | 0.63% | $1.3 |
 ARMK | 0% | 1.03% | $0.4 |
 GILD | 0% | 3.17% | $3.04 |
 APH | 0% | 0.85% | $0.44 |
 APD | 0% | 2.12% | $7.04 |
 MRK.DE | 0% | 1.5% | $2.2 |
 CBT | 0% | 1.99% | $1.63 |
 KBR | 0% | 1.1% | $0.57 |
 J | 0% | 0.83% | $1.1 |
 LEN | 0% | 1.52% | $1.75 |
 CARR | 0% | 1.22% | $0.76 |
 ESSITYB.ST | 0% | 2.93% | $7.75 |
 AAPL | 0% | 0.53% | $0.97 |
 MTCH | 0% | 0.53% | - |
 TSM | 0% | 0.93% | $1.74 |
 BWY.L | 0% | 2.07% | $1.11 |
 DPZ | 0% | 1.34% | $5.44 |
 TM | 0% | 2.58% | $4.64 |
 GM | 0% | 0.97% | $0.42 |
 BNZL.L | 0% | 2.04% | $0.68 |
 CL | 0% | 2.31% | $1.96 |
 CTVA | 0% | 1.03% | $0.64 |
 ABI.BR | 0% | 1.2% | $0.57 |
 PH | 0% | 0.92% | $6.07 |
 RHM.DE | 0% | 0.76% | $5.7 |
 TIPT | 0% | 1.2% | $0.22 |
 R | 0% | 1.91% | $2.84 |
 SY1.DE | 0% | 1.11% | $1.1 |
 CHRW | 0% | 2.47% | $2.44 |
 BABA | 0% | 0.99% | $0.98 |
 TER | 0% | 0.41% | $0.46 |
 HDB | 0% | 0.98% | $0.6 |
 LTMC.MI | 0% | 1.76% | $0.26 |
 DAL | 0% | 0.74% | $0.3 |
 RYAAY | 0% | 1.8% | $0.93 |
 ORSTED.CO | 0% | 0.46% | - |
 DIS | 0% | 0.88% | $0.75 |
 RTO.US | 0% | 2.04% | $0.48 |
 HCA | 0% | 0.82% | $2.52 |
 FMX | 0% | 1.76% | $1.99 |
 COST | 0% | 0.47% | $19.22 |
 ASML.NV | 0% | 0.89% | $6.1 |
 IRDM | 0% | 1.91% | $0.53 |
 EA | 0% | 0.62% | $0.76 |
 CTAS | 0% | 0.75% | $5.4 |
 GE | 0% | 0.55% | $0.44 |
 BHE | 0% | 1.58% | $0.66 |
 XYL | 0% | 1.16% | $1.38 |
 MU | 0% | 0.5% | $0.46 |
 SONY | 0% | 0.41% | $0.49 |
 SAF.PA | 0% | 0.92% | $2.2 |
 ABBNY | 0% | 1.07% | $0.8 |
 LIN | 0% | 1.25% | $5.33 |
 AVGO | 0% | 0.98% | $19.7 |
 POWL | 0% | 0.44% | $1.06 |
 CCJ | 0% | 0.24% | $0.09 |
 PCAR | 0% | 1.11% | $1.11 |
 META | 0% | 0.29% | $1 |
 GOOGL | 0% | 0.29% | $0.2 |
 ZBH | 0% | 0.88% | $0.96 |
 CGNX | 0% | 0.76% | $0.3 |
 LSTR | 0% | 0.86% | $1.32 |
 TTEK | 0% | 0.63% | $1.07 |
 IBN | 0% | 0.7% | $0.17 |
 CHDN | 0% | 0.33% | $0.38 |
 CRM | 0% | 0.47% | $0.4 |
 UCB.BR | 0% | 0.5% | $0.95 |
 TXT | 0% | 0.1% | $0.08 |
 GEHC | 0% | 0.14% | $0.12 |
 GEV | 0% | 0.07% | - |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
C | Ex-Dividend | Feb 3 | $0.56 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
BATS.L | Pay Day | Feb 3 | $0.74 |
SLB | Ex-Dividend | Feb 5 | $0.28 |
BTI | Pay Day | Feb 6 | $0.74 |
COST | Ex-Dividend | Feb 7 | $1.16 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
GD | Pay Day | Feb 7 | $1.42 |
PH | Ex-Dividend | Feb 7 | $1.63 |
AWK | Ex-Dividend | Feb 7 | $0.76 |
CARR | Pay Day | Feb 7 | $0.22 |
HXL | Ex-Dividend | Feb 7 | $0.17 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
ARMK | Ex-Dividend | Feb 10 | $0.10 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
PCAR | Ex-Dividend | Feb 12 | $0.33 |
LEN | Pay Day | Feb 12 | $0.50 |
TTEK | Ex-Dividend | Feb 12 | $0.06 |
AAPL | Pay Day | Feb 13 | $0.25 |
SHEL.L | Ex-Dividend | Feb 13 | $0.36 |
CL | Pay Day | Feb 14 | $0.50 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
ACN | Pay Day | Feb 14 | $1.48 |
DUK | Ex-Dividend | Feb 14 | $1.04 |
OSK | Ex-Dividend | Feb 14 | $0.51 |
CTAS | Ex-Dividend | Feb 14 | $0.39 |
GEHC | Pay Day | Feb 14 | $0.04 |
ENB | Ex-Dividend | Feb 14 | $0.67 |
TER | Ex-Dividend | Feb 14 | $0.12 |
HXL | Pay Day | Feb 14 | $0.17 |
REYN | Ex-Dividend | Feb 14 | $0.23 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
BG | Ex-Dividend | Feb 18 | $0.68 |
LSTR | Ex-Dividend | Feb 18 | $0.36 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
IMB.L | Ex-Dividend | Feb 20 | $0.69 |
RTX | Ex-Dividend | Feb 21 | $0.63 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
COST | Pay Day | Feb 21 | $1.16 |
J | Ex-Dividend | Feb 21 | $0.32 |
ARMK | Pay Day | Feb 24 | $0.10 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
TTEK | Pay Day | Feb 26 | $0.06 |
C | Pay Day | Feb 28 | $0.56 |
SBUX | Pay Day | Feb 28 | $0.61 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
HII | Ex-Dividend | Feb 28 | $1.35 |
CBT | Ex-Dividend | Feb 28 | $0.43 |
REYN | Pay Day | Feb 28 | $0.23 |
WFC | Pay Day | Mar 1 | $0.40 |
ENB | Pay Day | Mar 1 | $0.67 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
OSK | Pay Day | Mar 3 | $0.51 |
PII | Ex-Dividend | Mar 3 | $0.67 |
CTVA | Ex-Dividend | Mar 3 | $0.17 |
JNJ | Pay Day | Mar 4 | $1.24 |
AWK | Pay Day | Mar 4 | $0.76 |
BG | Pay Day | Mar 4 | $0.68 |
PCAR | Pay Day | Mar 5 | $0.33 |
MOS | Ex-Dividend | Mar 6 | $0.22 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
GM | Ex-Dividend | Mar 7 | $0.12 |
PH | Pay Day | Mar 7 | $1.63 |
UNF | Ex-Dividend | Mar 7 | $0.35 |
IBM | Pay Day | Mar 10 | $1.67 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
LSTR | Pay Day | Mar 11 | $0.36 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
MSFT | Pay Day | Mar 13 | $0.83 |
TSN | Pay Day | Mar 14 | $0.50 |
HII | Pay Day | Mar 14 | $1.35 |
CTAS | Pay Day | Mar 14 | $0.39 |
NTRS | Ex-Dividend | Mar 14 | $0.75 |
TER | Pay Day | Mar 14 | $0.12 |
CBT | Pay Day | Mar 14 | $0.43 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
HCA | Ex-Dividend | Mar 17 | $0.72 |
DUK | Pay Day | Mar 17 | $1.04 |
PII | Pay Day | Mar 17 | $0.67 |
CTVA | Pay Day | Mar 17 | $0.17 |
APH | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
RTX | Pay Day | Mar 20 | $0.63 |
MOS | Pay Day | Mar 20 | $0.22 |
GM | Pay Day | Mar 20 | $0.12 |
VFC | Pay Day | Mar 20 | $0.09 |
J | Pay Day | Mar 21 | $0.32 |
SHEL.L | Pay Day | Mar 24 | $0.36 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
UNF | Pay Day | Mar 28 | $0.35 |
HCA | Pay Day | Mar 31 | $0.72 |
IMB.L | Pay Day | Mar 31 | $0.69 |
APD | Ex-Dividend | Apr 1 | $1.79 |
NTRS | Pay Day | Apr 1 | $0.75 |
HPQ | Pay Day | Apr 2 | $0.29 |
SLB | Pay Day | Apr 3 | $0.28 |
MRK | Pay Day | Apr 7 | $0.81 |
APH | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
HEXA-B.ST | Ex-Dividend | May 6 | $0.14 |
APD | Pay Day | May 12 | $1.79 |
HEXA-B.ST | Pay Day | May 14 | $0.14 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 4.2/10
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-4.65
-4.65
-5
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Beta
0.94
0.94
0
0.8
1.2
0
2
Sharpe Ratio
0.7
0.7
0
0.5
1
1.5
1.5
Sortino Ratio
1.31
1.31
0
1
2
3
3
Jensen's Alpha
-4.65
-4.65
-5
0
2
4.5
4.5
Omega Ratio
0.65
0.65
0
1
1.5
2.5
2.5
Treynor Ratio
0.93
0.93
0
0.75
1.25
2
2
Information Ratio
-0.6
-0.6
-1
0.3
0.6
1
1
Calmar Ratio
1.3
1.3
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.73% | Aug 2023 | Dec 2023 | 4 |
-3.7% | Jan 2024 | May 2024 | 4 |
-3.22% | Jun 2024 | Jul 2024 | 1 |
-2.97% | Dec 2024 | - | 2 |
-2.23% | May 2023 | Jun 2023 | 1 |
-1.82% | Aug 2024 | Sep 2024 | 1 |
-0.97% | Oct 2024 | Nov 2024 | 1 |