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+0%
Today
-2.32%
This Month
-3.56%
Year To Date
+3.67%
2 Years
+4.66%
5 Years
+1.78%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading35.07%
- 💰 Finance33.73%
- 🚚 Transportation18.62%
- 💵 Cash6%
- 💇♀️ Consumer Services3.42%
- 🚗 Consumer Durables3.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.38%
- 🇺🇸 Nasdaq18.12%
- 🇳🇴 Oslo Stock Exchange14.5%
- 🇬🇧 LSE9.68%
- 🇧🇪 Euronext Brussels3.42%
- 🇩🇪 FRA3.26%
- 🇩🇪 Xetra ETFs1.71%
- 🇳🇱 Euronext Amsterdam0.23%
- 🇫🇷 Euronext Paris0.2%
- 🌍 Digital Currency0.16%
- 🇮🇹 Borsa Italiana0.12%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🇩🇰 Copenhagen Stock Exchange0.07%
- 🇺🇸 Chicago Board Options Exchange0.06%
- 🇭🇰 Hong Kong Exchanges0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.46%
- 🇳🇴 Norway14.5%
- 🇮🇱 Israel4.5%
- 🇧🇪 Belgium3.42%
- 🇩🇪 Germany3.26%
- 🇬🇧 United Kingdom1.48%
- 🇨🇦 Canada0.49%
- 🇨🇳 China0.3%
- 🇳🇱 Netherlands0.27%
- 🇧🇷 Brazil0.2%
- 🇫🇷 France0.2%
- 🇺🇾 Uruguay0.17%
- 🇧🇲 Bermuda0.16%
- 🇨🇭 Switzerland0.13%
- 🇩🇰 Denmark0.12%
- 🇮🇹 Italy0.12%
- 🇹🇼 Taiwan0.11%
- 🇨🇴 Colombia0.11%
- 🇯🇴 Jordan0.1%
- 🇰🇷 South Korea0.1%
- 🇦🇷 Argentina0.09%
- 🇯🇵 Japan0.09%
- 🇫🇮 Finland0.07%
- 🇮🇪 Ireland0.07%
- 🇮🇳 India0.04%
- 🇲🇽 Mexico0.04%
- 🇸🇪 Sweden0.04%
- 🇰🇾 Cayman Islands0.02%
- 🇨🇱 Chile0.01%
- 🇬🇷 Greece0.01%
- 🇪🇸 Spain0.01%
- 🇵🇦 Panama0%
- 🇦🇹 Austria0%
Dividends
Dividend Yield
15.84%
34 out of 36 instruments pay dividend.
100 dividend payments in the next 30 days.
Highest Dividend: $RILY (94.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RILY | 3.72% | 94.94% | $3 |
 ZIM | 2.14% | 51.78% | $0.23 |
 HAUTO.OL | 2.1% | 44.16% | - |
 WAWI.OL | 1.82% | 18.74% | - |
 ARR | 1.09% | 20.14% | $3.84 |
 DIE.BR | 1.08% | 31.65% | - |
 AGNC | 0.7% | 17.27% | $1.44 |
 KTA.DE | 0.69% | 21.53% | - |
 NLY | 0.62% | 14.8% | $2.6 |
 TPVG | 0.53% | 25.21% | - |
 BDN | 0.32% | 15.87% | $0.6 |
 GNL | 0.32% | 13.39% | $1.38 |
 PSEC | 0.27% | 20.22% | $0.72 |
 DailyDividends | 0.07% | 7.47% | - |
 WarrenBuffet-CF | 0.05% | 1.8% | - |
 triangulacapital | 0.04% | 4.65% | - |
 EWachenheim-CF | 0.04% | 2.01% | - |
 AmitKup | 0.03% | 5.03% | - |
 HarveysTay | 0.03% | 3.89% | - |
 StanleyDruck13F | 0.02% | 0.97% | - |
 DividendGrowth | 0.02% | 2.65% | - |
 Momentum-Juul | 0.02% | 1.89% | - |
 BillGates13F | 0.02% | 1.04% | - |
 giomeggio | 0.01% | 1.66% | - |
 AlvarLogi | 0.01% | 1.36% | - |
 HaoNing | 0.01% | 1.33% | - |
 JulianEtoro12 | 0.01% | 1.1% | - |
 II-Disruptive | 0.01% | 0.49% | - |
 ValueGurus | 0.01% | 0.72% | - |
 RicardoAM | 0.01% | 1.21% | - |
 Buybacks | 0.01% | 0.28% | - |
 Core-Dynamic | 0% | 0.3% | - |
 PeerInvests | 0% | 0.93% | - |
 Core-Equity | 0% | 0.06% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 XEL (DividendGrowth) | Pay Day | Apr 20, 2025 | $0.57 |
 PG (DividendGrowth) | Ex-Dividend | Apr 21, 2025 | $1.06 |
 MKC (DividendGrowth) | Pay Day | Apr 21, 2025 | $0.45 |
 CAT (BillGates13F) | Ex-Dividend | Apr 21, 2025 | $1.41 |
 CVS (DailyDividends) | Ex-Dividend | Apr 22, 2025 | $0.66 |
 UPBD (DailyDividends) | Pay Day | Apr 22, 2025 | $0.39 |
CVS (Momentum-Juul) | Ex-Dividend | Apr 22, 2025 | $0.66 |
 IGIC (giomeggio) | Pay Day | Apr 22, 2025 | $0.02 |
 DELL (Buybacks) | Ex-Dividend | Apr 22, 2025 | $0.52 |
 AM (DailyDividends) | Ex-Dividend | Apr 23, 2025 | $0.22 |
 LOW (DividendGrowth) | Ex-Dividend | Apr 23, 2025 | $1.15 |
 ORCL (II-Disruptive) | Pay Day | Apr 23, 2025 | $0.50 |
 LEN (EWachenheim-CF) | Ex-Dividend | Apr 23, 2025 | $0.50 |
 INGA.NV (triangulacapital) | Ex-Dividend | Apr 24, 2025 | $0.74 |
 QQQ (PeerInvests) | Pay Day | Apr 24, 2025 | $0.72 |
 DGE.L (HarveysTay) | Pay Day | Apr 24, 2025 | $0.50 |
 LGEN.L (HarveysTay) | Ex-Dividend | Apr 24, 2025 | $0.20 |
 CRM (Buybacks) | Pay Day | Apr 24, 2025 | $0.42 |
CRM (II-Disruptive) | Pay Day | Apr 24, 2025 | $0.42 |
CRM (ValueGurus) | Pay Day | Apr 24, 2025 | $0.42 |
 HSBC (triangulacapital) | Pay Day | Apr 25, 2025 | $1.80 |
 COKE (Momentum-Juul) | Ex-Dividend | Apr 25, 2025 | $2.50 |
 ASML.NV (JulianEtoro12) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 HSBA.L (HarveysTay) | Pay Day | Apr 25, 2025 | $0.36 |
 HLN (HarveysTay) | Ex-Dividend | Apr 25, 2025 | $0.12 |
 SYY (DividendGrowth) | Pay Day | Apr 25, 2025 | $0.51 |
 NVT (StanleyDruck13F) | Ex-Dividend | Apr 25, 2025 | $0.20 |
ASML.NV (II-Disruptive) | Ex-Dividend | Apr 25, 2025 | $2.10 |
 TOL (EWachenheim-CF) | Pay Day | Apr 25, 2025 | $0.25 |
PSEC | Ex-Dividend | Apr 28, 2025 | $0.04 |
 NWG (triangulacapital) | Pay Day | Apr 28, 2025 | $0.39 |
 GSBD (DailyDividends) | Pay Day | Apr 28, 2025 | $0.32 |
 ASML (PeerInvests) | Ex-Dividend | Apr 28, 2025 | $1.92 |
ASML (RicardoAM) | Ex-Dividend | Apr 28, 2025 | $1.92 |
 NWG.L (JulianEtoro12) | Pay Day | Apr 28, 2025 | $0.20 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
ARR (DailyDividends) | Pay Day | Apr 29, 2025 | $0.24 |
 TWO (DailyDividends) | Pay Day | Apr 29, 2025 | $0.45 |
 STZ (WarrenBuffet-CF) | Ex-Dividend | Apr 29, 2025 | $1.02 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
AGNC (DailyDividends) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 EPD (DailyDividends) | Ex-Dividend | Apr 30, 2025 | $0.54 |
 XRX (DailyDividends) | Pay Day | Apr 30, 2025 | $0.12 |
 MO (DailyDividends) | Pay Day | Apr 30, 2025 | $1.02 |
 KMI (DailyDividends) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 EIX (DailyDividends) | Pay Day | Apr 30, 2025 | $0.83 |
 MAA (DailyDividends) | Pay Day | Apr 30, 2025 | $1.52 |
 EPR (DailyDividends) | Ex-Dividend | Apr 30, 2025 | $0.30 |
 JPM (RicardoAM) | Pay Day | Apr 30, 2025 | $1.40 |
JPM (AlvarLogi) | Pay Day | Apr 30, 2025 | $1.40 |
MO (AlvarLogi) | Pay Day | Apr 30, 2025 | $1.02 |
 STAG (HarveysTay) | Ex-Dividend | Apr 30, 2025 | $0.12 |
 ADC (HarveysTay) | Ex-Dividend | Apr 30, 2025 | $0.26 |
EIX (DividendGrowth) | Pay Day | Apr 30, 2025 | $0.83 |
 TXN (DividendGrowth) | Ex-Dividend | Apr 30, 2025 | $1.36 |
KMI (StanleyDruck13F) | Ex-Dividend | Apr 30, 2025 | $0.29 |
 T (DailyDividends) | Pay Day | May 1, 2025 | $0.28 |
 VZ (DailyDividends) | Pay Day | May 1, 2025 | $0.68 |
CVS (DailyDividends) | Pay Day | May 1, 2025 | $0.66 |
 PAGP (DailyDividends) | Ex-Dividend | May 1, 2025 | $0.38 |
 BMY (DailyDividends) | Pay Day | May 1, 2025 | $0.62 |
 O (DailyDividends) | Ex-Dividend | May 1, 2025 | $0.27 |
VZ (HaoNing) | Pay Day | May 1, 2025 | $0.68 |
CVS (Momentum-Juul) | Pay Day | May 1, 2025 | $0.66 |
 WWW (Momentum-Juul) | Pay Day | May 1, 2025 | $0.10 |
T (AlvarLogi) | Pay Day | May 1, 2025 | $0.28 |
O (AlvarLogi) | Ex-Dividend | May 1, 2025 | $0.27 |
T (HarveysTay) | Pay Day | May 1, 2025 | $0.28 |
VZ (HarveysTay) | Pay Day | May 1, 2025 | $0.68 |
 CNA.L (HarveysTay) | Ex-Dividend | May 1, 2025 | $0.04 |
 GLEN.L (HarveysTay) | Ex-Dividend | May 1, 2025 | $0.05 |
 GRG.L (HarveysTay) | Ex-Dividend | May 1, 2025 | $0.64 |
O (HarveysTay) | Ex-Dividend | May 1, 2025 | $0.27 |
 CASY (DividendGrowth) | Ex-Dividend | May 1, 2025 | $0.50 |
 MRVL (Buybacks) | Pay Day | May 1, 2025 | $0.06 |
 FCX (StanleyDruck13F) | Pay Day | May 1, 2025 | $0.15 |
 ALLY (WarrenBuffet-CF) | Ex-Dividend | May 1, 2025 | $0.30 |
 AON (WarrenBuffet-CF) | Ex-Dividend | May 1, 2025 | $0.74 |
INGA.NV (triangulacapital) | Pay Day | May 2, 2025 | $0.74 |
 COST (RicardoAM) | Ex-Dividend | May 2, 2025 | $1.30 |
DELL (Buybacks) | Pay Day | May 2, 2025 | $0.52 |
 DHI (EWachenheim-CF) | Ex-Dividend | May 2, 2025 | $0.40 |
 PNC (Momentum-Juul) | Pay Day | May 5, 2025 | $1.60 |
 CS.PA (HarveysTay) | Ex-Dividend | May 5, 2025 | $2.25 |
 C (EWachenheim-CF) | Ex-Dividend | May 5, 2025 | $0.56 |
C (WarrenBuffet-CF) | Ex-Dividend | May 5, 2025 | $0.56 |
ASML (PeerInvests) | Pay Day | May 6, 2025 | $1.92 |
ASML (RicardoAM) | Pay Day | May 6, 2025 | $1.92 |
ASML.NV (JulianEtoro12) | Pay Day | May 6, 2025 | $2.10 |
ASML.NV (II-Disruptive) | Pay Day | May 6, 2025 | $2.10 |
AM (DailyDividends) | Pay Day | May 7, 2025 | $0.22 |
 EQT (RicardoAM) | Ex-Dividend | May 7, 2025 | $0.16 |
CS.PA (HarveysTay) | Pay Day | May 7, 2025 | $2.25 |
 AAL.L (HarveysTay) | Pay Day | May 7, 2025 | $0.22 |
 GAW.L (HarveysTay) | Pay Day | May 7, 2025 | $1.29 |
LOW (DividendGrowth) | Pay Day | May 7, 2025 | $1.15 |
LEN (EWachenheim-CF) | Pay Day | May 7, 2025 | $0.50 |
 AALB.NV (triangulacapital) | Pay Day | May 8, 2025 | $1.21 |
 MAIN (DailyDividends) | Ex-Dividend | May 8, 2025 | $0.25 |
MAIN (HarveysTay) | Ex-Dividend | May 8, 2025 | $0.25 |
 DE (BillGates13F) | Pay Day | May 8, 2025 | $1.62 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
AGNC (DailyDividends) | Pay Day | May 9, 2025 | $0.12 |
 MA (HaoNing) | Pay Day | May 9, 2025 | $0.76 |
COKE (Momentum-Juul) | Pay Day | May 9, 2025 | $2.50 |
MA (AlvarLogi) | Pay Day | May 9, 2025 | $0.76 |
 MNG.L (HarveysTay) | Pay Day | May 9, 2025 | $0.18 |
 PHP.L (HarveysTay) | Pay Day | May 9, 2025 | $0.02 |
 GD (DividendGrowth) | Pay Day | May 9, 2025 | $1.50 |
MA (Buybacks) | Pay Day | May 9, 2025 | $0.76 |
NVT (StanleyDruck13F) | Pay Day | May 9, 2025 | $0.20 |
MA (II-Disruptive) | Pay Day | May 9, 2025 | $0.76 |
MA (ValueGurus) | Pay Day | May 9, 2025 | $0.76 |
DHI (EWachenheim-CF) | Pay Day | May 9, 2025 | $0.40 |
 AXP (WarrenBuffet-CF) | Pay Day | May 9, 2025 | $0.82 |
MA (WarrenBuffet-CF) | Pay Day | May 9, 2025 | $0.76 |
 SIRI (WarrenBuffet-CF) | Ex-Dividend | May 9, 2025 | $0.27 |
 WMT (BillGates13F) | Ex-Dividend | May 9, 2025 | $0.24 |
 EVO.ST (triangulacapital) | Ex-Dividend | May 12, 2025 | $3.06 |
 APD (DividendGrowth) | Pay Day | May 12, 2025 | $1.79 |
 ABDN.L (HarveysTay) | Pay Day | May 13, 2025 | $0.09 |
 OSB.L (HarveysTay) | Pay Day | May 13, 2025 | $0.30 |
TXN (DividendGrowth) | Pay Day | May 13, 2025 | $1.36 |
 PUK (triangulacapital) | Pay Day | May 14, 2025 | $0.33 |
EPD (DailyDividends) | Pay Day | May 14, 2025 | $0.54 |
ADC (HarveysTay) | Pay Day | May 14, 2025 | $0.26 |
 KVUE (giomeggio) | Ex-Dividend | May 14, 2025 | $0.20 |
 TGT (DividendGrowth) | Ex-Dividend | May 14, 2025 | $1.12 |
PAGP (DailyDividends) | Pay Day | May 15, 2025 | $0.38 |
KMI (DailyDividends) | Pay Day | May 15, 2025 | $0.29 |
O (DailyDividends) | Pay Day | May 15, 2025 | $0.27 |
MAIN (DailyDividends) | Pay Day | May 15, 2025 | $0.25 |
EPR (DailyDividends) | Pay Day | May 15, 2025 | $0.30 |
 MSFT (HaoNing) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (RicardoAM) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (JulianEtoro12) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (AlvarLogi) | Ex-Dividend | May 15, 2025 | $0.83 |
O (AlvarLogi) | Pay Day | May 15, 2025 | $0.27 |
MSFT (HarveysTay) | Ex-Dividend | May 15, 2025 | $0.83 |
 ADM.L (HarveysTay) | Ex-Dividend | May 15, 2025 | $1.18 |
 TSCO.L (HarveysTay) | Ex-Dividend | May 15, 2025 | $0.12 |
O (HarveysTay) | Pay Day | May 15, 2025 | $0.27 |
MAIN (HarveysTay) | Pay Day | May 15, 2025 | $0.25 |
STAG (HarveysTay) | Pay Day | May 15, 2025 | $0.12 |
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 |
KMI (StanleyDruck13F) | Pay Day | May 15, 2025 | $0.29 |
MSFT (II-Disruptive) | Ex-Dividend | May 15, 2025 | $0.83 |
STZ (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $1.02 |
 KR (WarrenBuffet-CF) | Ex-Dividend | May 15, 2025 | $0.32 |
ALLY (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.30 |
AON (WarrenBuffet-CF) | Pay Day | May 15, 2025 | $0.74 |
MSFT (BillGates13F) | Ex-Dividend | May 15, 2025 | $0.83 |
COST (RicardoAM) | Pay Day | May 16, 2025 | $1.30 |
 IMI.L (JulianEtoro12) | Pay Day | May 16, 2025 | $0.27 |
 BTRW.L (HarveysTay) | Pay Day | May 16, 2025 | $0.07 |
 MONY.L (HarveysTay) | Pay Day | May 16, 2025 | $0.12 |
 SHW (DividendGrowth) | Ex-Dividend | May 16, 2025 | $0.79 |
 GEV (StanleyDruck13F) | Pay Day | May 16, 2025 | $0.25 |
 NEXI.MI (triangulacapital) | Ex-Dividend | May 19, 2025 | $0.26 |
 ISP.MI (DailyDividends) | Ex-Dividend | May 19, 2025 | $0.18 |
 DLG.L (HarveysTay) | Pay Day | May 19, 2025 | $0.06 |
PSEC | Pay Day | May 20, 2025 | $0.04 |
EVO.ST (triangulacapital) | Pay Day | May 20, 2025 | $3.06 |
CAT (BillGates13F) | Pay Day | May 20, 2025 | $1.41 |
NEXI.MI (triangulacapital) | Pay Day | May 21, 2025 | $0.26 |
ISP.MI (DailyDividends) | Pay Day | May 21, 2025 | $0.18 |
 LSEG.L (JulianEtoro12) | Pay Day | May 21, 2025 | $1.13 |
 FGR.PA (JulianEtoro12) | Ex-Dividend | May 21, 2025 | $5.12 |
 PHNX.L (HarveysTay) | Pay Day | May 21, 2025 | $0.35 |
 ITV.L (HarveysTay) | Pay Day | May 22, 2025 | $0.04 |
 RHIM.L (HarveysTay) | Ex-Dividend | May 22, 2025 | $1.26 |
 AMAT (Buybacks) | Ex-Dividend | May 22, 2025 | $0.46 |
AMAT (II-Disruptive) | Ex-Dividend | May 22, 2025 | $0.46 |
FGR.PA (JulianEtoro12) | Pay Day | May 23, 2025 | $5.12 |
C (EWachenheim-CF) | Pay Day | May 23, 2025 | $0.56 |
C (WarrenBuffet-CF) | Pay Day | May 23, 2025 | $0.56 |
 TEP.PA (triangulacapital) | Ex-Dividend | May 26, 2025 | $4.40 |
 JNJ (DividendGrowth) | Ex-Dividend | May 27, 2025 | $1.30 |
WMT (BillGates13F) | Pay Day | May 27, 2025 | $0.24 |
TEP.PA (triangulacapital) | Pay Day | May 28, 2025 | $4.40 |
 CRDA.L (HarveysTay) | Pay Day | May 28, 2025 | $0.80 |
KVUE (giomeggio) | Pay Day | May 28, 2025 | $0.20 |
SIRI (WarrenBuffet-CF) | Pay Day | May 28, 2025 | $0.27 |
 IQQH.DE (PeerInvests) | Pay Day | May 30, 2025 | $0.02 |
GRG.L (HarveysTay) | Pay Day | May 30, 2025 | $0.64 |
 IBKR (ValueGurus) | Ex-Dividend | May 30, 2025 | $0.32 |
 TMUS (WarrenBuffet-CF) | Ex-Dividend | May 30, 2025 | $0.88 |
TGT (DividendGrowth) | Pay Day | Jun 1, 2025 | $1.12 |
KR (WarrenBuffet-CF) | Pay Day | Jun 1, 2025 | $0.32 |
EQT (RicardoAM) | Pay Day | Jun 2, 2025 | $0.16 |
 LHX (DividendGrowth) | Ex-Dividend | Jun 3, 2025 | $1.20 |
GLEN.L (HarveysTay) | Pay Day | Jun 4, 2025 | $0.05 |
 QCOM (PeerInvests) | Ex-Dividend | Jun 5, 2025 | $0.89 |
CNA.L (HarveysTay) | Pay Day | Jun 5, 2025 | $0.04 |
LGEN.L (HarveysTay) | Pay Day | Jun 5, 2025 | $0.20 |
 SBRY.L (HarveysTay) | Ex-Dividend | Jun 5, 2025 | $0.13 |
 WPP.L (HarveysTay) | Ex-Dividend | Jun 5, 2025 | $0.50 |
HLN (HarveysTay) | Pay Day | Jun 5, 2025 | $0.12 |
SHW (DividendGrowth) | Pay Day | Jun 6, 2025 | $0.79 |
JNJ (DividendGrowth) | Pay Day | Jun 10, 2025 | $1.30 |
 TSM (PeerInvests) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (HaoNing) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (RicardoAM) | Pay Day | Jun 12, 2025 | $0.83 |
TSM (RicardoAM) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (JulianEtoro12) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (AlvarLogi) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (HarveysTay) | Pay Day | Jun 12, 2025 | $0.83 |
RHIM.L (HarveysTay) | Pay Day | Jun 12, 2025 | $1.26 |
MSFT (DividendGrowth) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (Buybacks) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (StanleyDruck13F) | Ex-Dividend | Jun 12, 2025 | $0.68 |
MSFT (II-Disruptive) | Pay Day | Jun 12, 2025 | $0.83 |
AMAT (II-Disruptive) | Pay Day | Jun 12, 2025 | $0.46 |
TSM (II-Disruptive) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TMUS (WarrenBuffet-CF) | Pay Day | Jun 12, 2025 | $0.88 |
MSFT (BillGates13F) | Pay Day | Jun 12, 2025 | $0.83 |
ADM.L (HarveysTay) | Pay Day | Jun 13, 2025 | $1.18 |
 ADP (DividendGrowth) | Ex-Dividend | Jun 13, 2025 | $1.54 |
IBKR (ValueGurus) | Pay Day | Jun 13, 2025 | $0.32 |
 IWM (AlvarLogi) | Pay Day | Jun 17, 2025 | $0.56 |
 HBAN (StanleyDruck13F) | Ex-Dividend | Jun 17, 2025 | $0.16 |
LHX (DividendGrowth) | Pay Day | Jun 18, 2025 | $1.20 |
 DIS (HaoNing) | Ex-Dividend | Jun 24, 2025 | $0.50 |
DIS (ValueGurus) | Ex-Dividend | Jun 24, 2025 | $0.50 |
 BFC (Momentum-Juul) | Ex-Dividend | Jun 25, 2025 | $0.45 |
 EC (DailyDividends) | Ex-Dividend | Jun 26, 2025 | $0.52 |
QCOM (PeerInvests) | Pay Day | Jun 26, 2025 | $0.89 |
 BATS.L (HarveysTay) | Ex-Dividend | Jun 26, 2025 | $0.76 |
 IS04.DE (Core-Dynamic) | Pay Day | Jun 26, 2025 | $0.08 |
 BTI (DailyDividends) | Ex-Dividend | Jun 27, 2025 | $0.75 |
TSCO.L (HarveysTay) | Pay Day | Jun 27, 2025 | $0.12 |
ADP (DividendGrowth) | Pay Day | Jul 1, 2025 | $1.54 |
HBAN (StanleyDruck13F) | Pay Day | Jul 1, 2025 | $0.16 |
 VOOV (HaoNing) | Pay Day | Jul 2, 2025 | $0.99 |
 TBT (RicardoAM) | Pay Day | Jul 3, 2025 | $0.47 |
WPP.L (HarveysTay) | Pay Day | Jul 4, 2025 | $0.50 |
EC (DailyDividends) | Pay Day | Jul 7, 2025 | $0.52 |
BFC (Momentum-Juul) | Pay Day | Jul 9, 2025 | $0.45 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
TSM (PeerInvests) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (RicardoAM) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (StanleyDruck13F) | Pay Day | Jul 10, 2025 | $0.68 |
TSM (II-Disruptive) | Pay Day | Jul 10, 2025 | $0.68 |
SBRY.L (HarveysTay) | Pay Day | Jul 11, 2025 | $0.13 |
 ENEL.MI (triangulacapital) | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI (triangulacapital) | Pay Day | Jul 23, 2025 | $0.28 |
DIS (HaoNing) | Pay Day | Jul 23, 2025 | $0.50 |
DIS (ValueGurus) | Pay Day | Jul 23, 2025 | $0.50 |
BATS.L (HarveysTay) | Pay Day | Aug 1, 2025 | $0.76 |
BTI (DailyDividends) | Pay Day | Aug 6, 2025 | $0.75 |
 INDA (PeerInvests) | Pay Day | Dec 20, 2025 | $0.40 |
INDA (RicardoAM) | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 4.2/10
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
0.8
0.8
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Beta
0.17
0.17
0
0.8
1.2
0
2
Sharpe Ratio
0.06
0.06
0
0.5
1
1.5
1.5
Sortino Ratio
0.1
0.1
0
1
2
3
3
Jensen's Alpha
0.8
0.8
-2
0
2
4.5
4.5
Omega Ratio
0.91
0.91
0
1
1.5
2.5
2.5
Treynor Ratio
0.75
0.75
0
0.75
1.25
2
2
Information Ratio
-0.09
-0.09
-1
0.3
0.6
1
1
Calmar Ratio
0.09
0.09
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
6.8
High:
DIE.BR
23.43DIE.BRLow:
ARR
-32.72ARRDetails
PEG Ratio
-8.15
High:
HAUTO.OL
33.62HAUTO.OLLow:
BDN
-276.76BDNDetails
Price/Book
1
High:DIE.BR
2.55DIE.BRLow:
RILY
-0.19RILYDetails
Price/Sales
0.95
High:
TPVG
9.67TPVGLow:RILY
0.09RILYDetails
Price/CF
3.72
High:RILY
297.07RILYLow:
ZIM
0.79ZIMDetails
Price/FCF
6.51
High:
GNL
941.66GNLLow:ZIM
1.04ZIMDetails
P/E Ratio
6.8
High:DIE.BR
23.43DIE.BRLow:ARR
-32.72ARRDetails
PEG Ratio
-8.15
High:HAUTO.OL
33.62HAUTO.OLLow:BDN
-276.76BDNDetails
Price/Book
1
High:DIE.BR
2.55DIE.BRLow:RILY
-0.19RILYDetails
Price/Sales
0.95
High:TPVG
9.67TPVGLow:RILY
0.09RILYDetails
Price/CF
3.72
High:RILY
297.07RILYLow:ZIM
0.79ZIMDetails
Price/FCF
6.51
High:GNL
941.66GNLLow:ZIM
1.04ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-26.98% | Mar 2023 | Apr 2024 | 13 |
-12.3% | Jun 2022 | Nov 2022 | 5 |
-6.31% | Mar 2025 | - | 2 |
-3.6% | Dec 2022 | Jan 2023 | 1 |
-3.19% | Oct 2024 | Dec 2024 | 2 |
-1.21% | Jun 2024 | Sep 2024 | 3 |