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+0.08%
Today
-4.99%
This Month
-11.09%
Year To Date
+1.81%
2 Years
+9.56%
5 Years
-4.91%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading22.8%
- 🖥️ Technology Services13.18%
- 💰 Finance7.79%
- 💻 Electronic Technology5.51%
- 🛍️ Retail Trade4.13%
- 🚗 Consumer Durables3.88%
- 💇♀️ Consumer Services3.8%
- 💵 Cash3.66%
- 🧬 Health Technology2.64%
- 🍞 Consumer Non Durables2.57%
- ⛏️ Energy Minerals2.45%
- 🪙 Cryptocurrencies2.45%
- 📊 ETFs1.59%
- 🚚 Transportation1.54%
- 📡 Communications1.53%
- ⚡ Utilities0.99%
- 💼 Commercial Services0.75%
- 🧪 Process Industries0.71%
- 🛠️ Producer Manufacturing0.43%
- 📈 Indexes0.42%
- 🪨 Non Energy Minerals0.38%
- 🌾 Commodities0.27%
- 💹 Forex0.16%
- 🏥 Health Services0.02%
- 🏭 Industrial Services0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.36%
- 🇺🇸 Nasdaq27.69%
- 🇬🇧 LSE12.96%
- 🌍 Digital Currency2.53%
- 🇩🇪 FRA1.49%
- 🇸🇦 Tadawul0.52%
- 🇭🇰 Hong Kong Exchanges0.51%
- 🇺🇸 Chicago Board Options Exchange0.5%
- 🌍 CFD0.42%
- 🇫🇷 Euronext Paris0.35%
- 🇨🇭 SIX0.32%
- 🌍 Commodity0.27%
- 🌍 FX0.16%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇸🇪 Stockholm Stock Exchange0.05%
- 🇧🇪 Euronext Brussels0.03%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.59%
- 🇬🇧 United Kingdom5.86%
- 🇨🇦 Canada2.3%
- 🇨🇳 China2.11%
- 🇩🇪 Germany1.76%
- 🇪🇸 Spain1.15%
- 🇱🇺 Luxembourg0.99%
- 🇩🇰 Denmark0.73%
- 🇮🇪 Ireland0.68%
- 🇯🇵 Japan0.55%
- 🇨🇭 Switzerland0.55%
- 🇸🇦 Saudi Arabia0.52%
- 🇮🇱 Israel0.45%
- 🇰🇷 South Korea0.41%
- 🇧🇲 Bermuda0.38%
- 🇫🇷 France0.35%
- 🇬🇷 Greece0.22%
- 🇿🇦 South Africa0.15%
- 🇭🇰 Hong Kong0.11%
- 🇹🇼 Taiwan0.07%
- 🇳🇱 Netherlands0.06%
- 🇸🇪 Sweden0.05%
- 🇧🇪 Belgium0.03%
Dividends
Dividend Yield
1.34%
79 out of 166 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $ETL.PA (22.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 DividendGrowth | 0.13% | 2.65% | - |
 AGNC | 0.1% | 17.27% | $1.44 |
 Diabetes-Med | 0.08% | 1.92% | - |
 VOD | 0.05% | 7.48% | $0.94 |
 O | 0.05% | 5.42% | $3.09 |
 BMW.DE | 0.04% | 6.11% | $6 |
 WBA | 0.04% | 9.18% | $1.46 |
 HSBC | 0.04% | 6.25% | $3.03 |
 BATS.L | 0.04% | 7.62% | $2.36 |
 PSEC | 0.04% | 20.22% | $0.72 |
 PFE | 0.04% | 7.63% | $1.66 |
 SAOC | 0.04% | 6.74% | $1.87 |
 T | 0.03% | 4.09% | $1.11 |
 MCD | 0.03% | 2.21% | $6.53 |
 SAN | 0.03% | 2.4% | $0.13 |
 SHEL | 0.03% | 4.27% | $2.7 |
 ETL.PA | 0.03% | 22.13% | - |
 SHIP | 0.03% | 11.61% | $0.1 |
 KO | 0.02% | 2.69% | $1.89 |
 VOW3.DE | 0.02% | 7.1% | $9.06 |
 BIP | 0.02% | 5.9% | $0.41 |
 NKE | 0.02% | 2.76% | $1.45 |
 Private-Equity | 0.02% | 2.5% | - |
 STAG | 0.02% | 4.48% | $1.47 |
 JNJ | 0.02% | 3.19% | $4.81 |
 APA | 0.02% | 6.21% | $1 |
 HD | 0.02% | 2.55% | $8.52 |
 PSN.L | 0.02% | 4.96% | $0.6 |
 ChinaCar | 0.01% | 1.76% | - |
 GoldWorldWide | 0.01% | 1.05% | - |
 CVI.US | 0.01% | 10.88% | $2 |
 MOS | 0.01% | 3.15% | $0.82 |
 XOM | 0.01% | 3.63% | $3.76 |
 LLOY.L | 0.01% | 4.51% | $0.03 |
 MSFT | 0.01% | 0.88% | $3 |
 EZJ.L | 0.01% | 2.59% | $0.05 |
 GSK.L | 0.01% | 4.57% | $0.59 |
 BLND.L | 0.01% | 5.96% | $0.23 |
 LMT | 0.01% | 2.78% | $12.45 |
 NEE | 0.01% | 3.18% | $1.97 |
 TRIG.L | 0.01% | 8.67% | $0.07 |
 MetaverseLife | 0.01% | 0.65% | - |
 V | 0.01% | 0.67% | $2.01 |
 GOOG | 0.01% | 0.52% | $0.2 |
 WY | 0.01% | 3.14% | $0.78 |
 AAPL | 0.01% | 0.51% | $0.97 |
 OXY | 0.01% | 2.27% | $0.8 |
 MA | 0.01% | 0.55% | $2.46 |
 NUE | 0.01% | 1.97% | $2.13 |
 BERY | 0.01% | 1.73% | $1.08 |
 RKT.L | 0.01% | 4.12% | $1.93 |
 SMSN.L | 0.01% | 2.48% | $23.68 |
 LHA.DE | 0.01% | 4.88% | $0.3 |
 CTSH | 0.01% | 1.74% | $1.18 |
 DIS | 0.01% | 1.18% | $0.75 |
 NVO | 0.01% | 2.03% | $0.98 |
 ROG.ZU | 0.01% | 3.8% | $9.6 |
 GM | 0% | 1.08% | $0.42 |
 META | 0% | 0.4% | $1 |
 FDX | 0% | 2.66% | $5.16 |
 0968.HK | 0% | 9.88% | $0.23 |
 SBSW | 0% | 6.83% | $0.3 |
 LIN | 0% | 1.25% | $5.33 |
 EA | 0% | 0.52% | $0.76 |
 LIT | 0% | 0.98% | - |
 SPGI | 0% | 0.8% | $3.62 |
 EQT | 0% | 1.24% | $0.62 |
 BABA | 0% | 0.9% | $0.98 |
 LUV | 0% | 2.91% | $0.72 |
 MU | 0% | 0.67% | $0.46 |
 SONY | 0% | 0.38% | $0.49 |
 9988.HK | 0% | 0.9% | $0.98 |
 XBI | 0% | 0.17% | - |
 EXPE | 0% | 0.26% | - |
 ORSTED.CO | 0% | 0.46% | - |
 NVDA | 0% | 0.04% | $0.02 |
 PHIN | 0% | 2.48% | $1 |
 SVITZR.CO | 0% | 2.91% | - |
 SDZNY | 0% | 1.01% | $0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
 HMY (GoldWorldWide) | Pay Day | Apr 21, 2025 | $0.12 |
 MAG (GoldWorldWide) | Pay Day | Apr 21, 2025 | $0.18 |
APA | Ex-Dividend | Apr 22, 2025 | $0.25 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
HSBC | Pay Day | Apr 25, 2025 | $1.80 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
 TPG (Private-Equity) | Pay Day | Apr 25, 2025 | $0.24 |
PSEC | Ex-Dividend | Apr 28, 2025 | $0.04 |
LLOY.L | Pay Day | Apr 29, 2025 | $0.03 |
SAN | Ex-Dividend | Apr 30, 2025 | $0.12 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
STAG | Ex-Dividend | Apr 30, 2025 | $0.12 |
 EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
T | Pay Day | May 1, 2025 | $0.28 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
 BMY (Diabetes-Med) | Pay Day | May 1, 2025 | $0.62 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
SAN | Pay Day | May 7, 2025 | $0.12 |
EQT | Ex-Dividend | May 7, 2025 | $0.16 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
MA | Pay Day | May 9, 2025 | $0.76 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
NUE | Pay Day | May 12, 2025 | $0.55 |
 SAN.PA (Diabetes-Med) | Ex-Dividend | May 12, 2025 | $4.26 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
SAN.PA (Diabetes-Med) | Pay Day | May 14, 2025 | $4.26 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
O | Pay Day | May 15, 2025 | $0.27 |
STAG | Pay Day | May 15, 2025 | $0.12 |
 ABT (Diabetes-Med) | Pay Day | May 15, 2025 | $0.59 |
MSFT (MetaverseLife) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (DividendGrowth) | Ex-Dividend | May 15, 2025 | $0.83 |
PG (DividendGrowth) | Pay Day | May 15, 2025 | $1.06 |
 CL (DividendGrowth) | Pay Day | May 15, 2025 | $0.52 |
CASY (DividendGrowth) | Pay Day | May 15, 2025 | $0.50 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
PSEC | Pay Day | May 20, 2025 | $0.04 |
 SOF.BR (Private-Equity) | Ex-Dividend | May 20, 2025 | $3.83 |
 MF.PA (Private-Equity) | Ex-Dividend | May 21, 2025 | $5.07 |
APA | Pay Day | May 22, 2025 | $0.25 |
SOF.BR (Private-Equity) | Pay Day | May 22, 2025 | $3.83 |
MF.PA (Private-Equity) | Pay Day | May 23, 2025 | $5.07 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
JNJ (Diabetes-Med) | Ex-Dividend | May 27, 2025 | $1.30 |
JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
RKT.L | Pay Day | May 29, 2025 | $1.57 |
 AEM (GoldWorldWide) | Ex-Dividend | May 30, 2025 | $0.40 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
EQT | Pay Day | Jun 2, 2025 | $0.16 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
MOS | Ex-Dividend | Jun 5, 2025 | $0.22 |
 QCOM (MetaverseLife) | Ex-Dividend | Jun 5, 2025 | $0.89 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
JNJ (Diabetes-Med) | Pay Day | Jun 10, 2025 | $1.30 |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
 00175.HK (ChinaCar) | Ex-Dividend | Jun 11, 2025 | $0.04 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (MetaverseLife) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (MetaverseLife) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
AEM (GoldWorldWide) | Pay Day | Jun 16, 2025 | $0.40 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
MOS | Pay Day | Jun 19, 2025 | $0.22 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
XBI | Pay Day | Jun 26, 2025 | $- |
QCOM (MetaverseLife) | Pay Day | Jun 26, 2025 | $0.89 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
TSM (MetaverseLife) | Pay Day | Jul 10, 2025 | $0.68 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
00175.HK (ChinaCar) | Pay Day | Jul 25, 2025 | $0.04 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
Performance Metrics
Score 2.6/10
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-8.22
-8.22
-9
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.66
0.66
0
0.8
1.2
0
2
Sharpe Ratio
-0.1
-0.1
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-8.22
-8.22
-9
0
2
4.5
4.5
Omega Ratio
0.55
0.55
0
1
1.5
2.5
2.5
Treynor Ratio
-0.31
-0.31
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.47
High:
BIP
2,607.48BIPLow:
SDZNY
-22,355.56SDZNYDetails
PEG Ratio
72.08
High:
JNJ
473.64JNJLow:
EVT.DE
-240.18EVT.DEDetails
Price/Book
7.09
High:
LYV
172.08LYVLow:
MCD
-58.64MCDDetails
Price/Sales
4.62
High:
MSTR
151.67MSTRLow:
CRBP
-CRBPDetails
Price/CF
21.06
High:MSTR
7,511.07MSTRLow:
SAGA.L
1.57SAGA.LDetails
Price/FCF
44.16
High:
OCDO.L
2,021.77OCDO.LLow:SAGA.L
1.91SAGA.LDetails
P/E Ratio
27.47
High:BIP
2,607.48BIPLow:SDZNY
-22,355.56SDZNYDetails
PEG Ratio
72.08
High:JNJ
473.64JNJLow:EVT.DE
-240.18EVT.DEDetails
Price/Book
7.09
High:LYV
172.08LYVLow:MCD
-58.64MCDDetails
Price/Sales
4.62
High:MSTR
151.67MSTRLow:CRBP
-CRBPDetails
Price/CF
21.06
High:MSTR
7,511.07MSTRLow:SAGA.L
1.57SAGA.LDetails
Price/FCF
44.16
High:OCDO.L
2,021.77OCDO.LLow:SAGA.L
1.91SAGA.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-61.56% | Oct 2014 | - | 127 |