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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
- 💰 Finance38.99%
- 🚚 Transportation19.1%
- 📊 ETFs11.14%
- 💵 Cash6%
- 🚗 Consumer Durables4.66%
- 💇♀️ Consumer Services4.18%
- 🖥️ Technology Services3.6%
- 💻 Electronic Technology2.77%
- 🛍️ Retail Trade1.51%
- 🍞 Consumer Non Durables1.31%
- 🧬 Health Technology1.23%
- ⛏️ Energy Minerals0.78%
- 💼 Commercial Services0.71%
- 🛠️ Producer Manufacturing0.65%
- 🏭 Industrial Services0.53%
- 📦 Distribution Services0.36%
- 🪨 Non Energy Minerals0.3%
- 📡 Communications0.29%
- 🏥 Health Services0.28%
- ⚡ Utilities0.27%
- 🪙 Cryptocurrencies0.16%
- 🧪 Process Industries0.15%
- 🧩 Miscellaneous0.04%
- ❓ Other0.04%
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%
385 out of 517 instruments pay dividend.
77 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 | 0.71% | 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 |
 C | 0.02% | 3.54% | $2.12 |
 PBR.A | 0.01% | 12.36% | $2.21 |
 KO | 0.01% | 2.69% | $1.89 |
 CVX | 0.01% | 4.79% | $6.28 |
 BAC | 0.01% | 2.73% | $0.96 |
 LEN | 0.01% | 1.91% | $1.75 |
 GPRK | 0.01% | 8.91% | $0.55 |
 KHC | 0.01% | 5.43% | $1.6 |
 CARD.L | 0.01% | 6.29% | $0.05 |
 NDA_SE.ST | 0.01% | 8.14% | $10.62 |
 PM | 0.01% | 3.28% | $5.2 |
 MSFT | 0.01% | 0.88% | $3 |
 MPCC.OL | 0.01% | 30.96% | $5.9 |
 AXP | 0.01% | 1.16% | $2.6 |
 DANSKE.CO | 0.01% | 7.85% | $14.5 |
 CNI | 0% | 2.4% | $2.42 |
 AAPL | 0% | 0.51% | $0.97 |
 INGA.NV | 0% | 6.44% | $1.11 |
 LAND.L | 0% | 6.96% | $0.4 |
 PLUS.L | 0% | 5.76% | $1.33 |
 O | 0% | 5.42% | $3.09 |
 WM | 0% | 1.33% | $2.9 |
 VICI | 0% | 5.26% | $1.66 |
 VOOV | 0% | 2.14% | - |
 PFE | 0% | 7.63% | $1.66 |
 STX.US | 0% | 3.75% | $2.8 |
 ITUB | 0% | 5.62% | $0.15 |
 HSBC | 0% | 6.25% | $3.03 |
 OXY | 0% | 2.27% | $0.8 |
 NWG | 0% | 4.37% | $0.42 |
 BMA | 0% | 8.35% | $2.82 |
 BCS | 0% | 2.9% | $0.39 |
 ELV | 0% | 1.55% | $6.22 |
 NWG.L | 0% | 4.68% | $0.17 |
 GSBD | 0% | 17% | - |
 LEA | 0% | 3.88% | $3.08 |
 DHI | 0% | 1.24% | $1.15 |
 RF.PA | 0% | 4.53% | $2.42 |
 WES | 0% | 9.18% | $2.59 |
 TOL | 0% | 1% | $0.86 |
 ENEL.MI | 0% | 5.84% | $0.43 |
 AVT | 0% | 2.75% | $1.24 |
 OCSL | 0% | 11.15% | - |
 MO | 0% | 6.95% | $3.92 |
 T | 0% | 4.09% | $1.11 |
 PHM | 0% | 0.88% | $0.76 |
 OSK | 0% | 2.24% | $1.74 |
 KMI | 0% | 4.26% | $1.14 |
 BABA | 0% | 0.9% | $0.98 |
 XIFR | 0% | 40.62% | $3.49 |
 ISF.L | 0% | 3.52% | - |
 CNQ | 0% | 5.31% | $1.48 |
 TWO | 0% | 16.41% | $1.8 |
 LGEN.L | 0% | 8.61% | $0.2 |
 IVV | 0% | 1.38% | - |
 SCHD | 0% | 3.72% | - |
 MA | 0% | 0.55% | $2.46 |
 AALB.NV | 0% | 4.19% | $1.13 |
 UGI | 0% | 4.52% | $1.5 |
 ITRN | 0% | 5.01% | $1.17 |
 FDX | 0% | 2.66% | $5.16 |
 CVS | 0% | 3.95% | $2.54 |
 HSY | 0% | 3.29% | $5.12 |
 ABR | 0% | 15.59% | $1.72 |
 WTW | 0% | 1.11% | $3.44 |
 EC | 0% | 11.03% | $1.62 |
 DIS | 0% | 1.18% | $0.75 |
 CB | 0% | 1.68% | $3.49 |
 AVGO | 0% | 1.31% | $19.7 |
 BARC.L | 0% | 3.03% | $0.08 |
 SIRI | 0% | 5.3% | $0.1 |
 CRM | 0% | 0.65% | $0.4 |
 ADM.L | 0% | 6.01% | $1.03 |
 AV.L | 0% | 6.79% | $0.33 |
 EPD | 0% | 6.83% | $2.03 |
 CAT | 0% | 1.92% | $5.31 |
 VZ | 0% | 6.13% | $2.66 |
 ELIS.PA | 0% | 1.99% | $0.43 |
 VALE | 0% | 8.2% | $1.33 |
 VEU | 0% | 3.03% | - |
 NOMD | 0% | 3.16% | $0.3 |
 GOOG | 0% | 0.52% | $0.2 |
 OGN.US | 0% | 10.07% | $1.12 |
 SPY | 0% | 1.28% | - |
 LYB | 0% | 9.44% | $5.09 |
 IS04.DE | 0% | 2.83% | - |
 IIPR | 0% | 14.73% | $7.34 |
 TSM | 0% | 1.35% | $1.74 |
 TMP | 0% | 4.35% | $2.41 |
 V | 0% | 0.67% | $2.01 |
 EVO.ST | 0% | 3.71% | $31.03 |
 ASML.NV | 0% | 1.14% | $6.1 |
 BTI | 0% | 6.98% | $2.92 |
 IS0Q.DE | 0% | 5.47% | - |
 PNC | 0% | 4.2% | $6.2 |
 MPLX | 0% | 7.14% | $3.33 |
 TBT | 0% | 4.74% | - |
 IGG.L | 0% | 4.53% | $0.46 |
 KLAC | 0% | 0.99% | $5.65 |
 AZN | 0% | 2.25% | $1.42 |
 SW.PA | 0% | 4.78% | $3.1 |
 META | 0% | 0.4% | $1 |
 AMAT | 0% | 1.21% | $1.44 |
 MPW | 0% | 7.16% | $0.6 |
 KVUE | 0% | 3.51% | $0.8 |
 BBY | 0% | 6.08% | $3.72 |
 PAYX | 0% | 2.71% | $3.65 |
 TSCO.L | 0% | 3.87% | $0.12 |
 GEN | 0% | 2.05% | $0.5 |
 MTH | 0% | 2.39% | $2.04 |
 GBDC | 0% | 11.04% | - |
 DELL | 0% | 2.19% | $1.63 |
 MCO | 0% | 0.82% | $3.24 |
 OVLY | 0% | 2.21% | $0.39 |
 BCE | 0% | 12.59% | $2.9 |
 JPM | 0% | 2.18% | $4.4 |
 RIO | 0% | 6.87% | $4.34 |
 3988.HK | 0% | 5.69% | $0.26 |
 WWW | 0% | 3.71% | $0.4 |
 KSS | 0% | 25.08% | $2 |
 MCD | 0% | 2.21% | $6.53 |
 SBRY.L | 0% | 5.29% | $0.13 |
 OWL | 0% | 4.14% | $0.6 |
 MNG.L | 0% | 10.28% | $0.2 |
 CIB | 0% | 15.68% | $3.37 |
 PAX | 0% | 6.26% | $1.02 |
 CS.PA | 0% | 5.42% | $1.98 |
 BATS.L | 0% | 7.62% | $2.36 |
 ABDN.L | 0% | 10.51% | $0.15 |
 HTGC | 0% | 9.12% | $1.6 |
 TM | 0% | 2.76% | $4.64 |
 IBKR | 0% | 0.67% | $0.55 |
 WWD | 0% | 0.61% | $0.94 |
 TEP.PA | 0% | 4.7% | $3.85 |
 SLM | 0% | 1.79% | $0.44 |
 TGT | 0% | 4.81% | $4.42 |
 SYF | 0% | 2.09% | $1 |
 NTES | 0% | 2.61% | $2.58 |
 OMF | 0% | 9.37% | $4.04 |
 ES | 0% | 5.04% | $2.78 |
 DK | 0% | 7.87% | $0.97 |
 KR | 0% | 1.8% | $1.16 |
 EIX | 0% | 5.6% | $3.04 |
 WBA | 0% | 9.18% | $1.46 |
 CINF | 0% | 2.5% | $3.12 |
 DE | 0% | 1.37% | $5.76 |
 SPOK | 0% | 7.99% | $1.25 |
 VOD | 0% | 7.48% | $0.94 |
 SBGI | 0% | 7.07% | $1 |
 NEE | 0% | 3.18% | $1.97 |
 ORCL | 0% | 1.32% | $1.6 |
 DNLM.L | 0% | 7.42% | $0.78 |
 IMB.L | 0% | 6.35% | $1.49 |
 XRX | 0% | 22.15% | $1 |
 ARCC | 0% | 9.41% | $1.62 |
 PEP | 0% | 3.79% | $5.15 |
 UPS | 0% | 6.77% | $6.5 |
 EVRG | 0% | 3.83% | $2.54 |
 GGAL | 0% | 4.05% | $1.57 |
 MAIN | 0% | 5.68% | $2.85 |
 MU | 0% | 0.67% | $0.46 |
 CIVI | 0% | 6.91% | $2 |
 BKNG | 0% | 0.78% | $17.5 |
 BNL | 0% | 7.21% | $1.14 |
 JNJ | 0% | 3.19% | $4.81 |
 XEL | 0% | 3.15% | $2.13 |
 LMT | 0% | 2.78% | $12.45 |
 PHNX.L | 0% | 9.36% | $0.53 |
 USB | 0% | 5.21% | $1.94 |
 RYAAY | 0% | 1.84% | $0.93 |
 PUK | 0% | 2.23% | $0.41 |
 IUS7.DE | 0% | 5.47% | - |
 LLY | 0% | 0.64% | $4.86 |
 BBW | 0% | 2.21% | $0.4 |
 EPR | 0% | 6.96% | $3.34 |
 EBAY | 0% | 1.66% | $1.04 |
 KMB | 0% | 3.45% | $4.8 |
 NKE | 0% | 2.76% | $1.45 |
 BFC | 0% | 1.55% | $1.3 |
 SPHD | 0% | 3.24% | - |
 ULVR.L | 0% | 3.09% | $1.47 |
 BAM | 0% | 3.14% | $1.41 |
 MDT.US | 0% | 3.39% | $2.77 |
 SBLK | 0% | 15.52% | $1.82 |
 ENB | 0% | 5.65% | $2.66 |
 AMCR | 0% | 5.38% | $0.5 |
 BMY | 0% | 4.96% | $2.34 |
 IQQH.DE | 0% | 2.62% | - |
 SPGI | 0% | 0.8% | $3.62 |
 BTG.US | 0% | 4.07% | $0.16 |
 AQN | 0% | 5.44% | $0.43 |
 FSK | 0% | 12.63% | $2.47 |
 LOGI | 0% | 1.79% | $1.18 |
 SYY | 0% | 2.84% | $2.01 |
 INTC | 0% | 2.64% | $0.5 |
 APD | 0% | 2.7% | $7.04 |
 BN.US | 0% | 0.65% | $0.3 |
 ISP.MI | 0% | 7.83% | $0.3 |
 PG | 0% | 2.39% | $3.83 |
 MAA | 0% | 3.8% | $5.81 |
 TEX | 0% | 1.97% | $0.68 |
 ELS | 0% | 2.98% | $1.85 |
 SPYD | 0% | 4.32% | - |
 UMC | 0% | 5.14% | $0.36 |
 NOV | 0% | 2.39% | $0.23 |
 INFY | 0% | 2.57% | $0.39 |
 TXN | 0% | 3.58% | $5.14 |
 ECL | 0% | 1.02% | $2.24 |
 NWL | 0% | 5.96% | $0.28 |
 IFX.DE | 0% | 1.31% | $0.35 |
 CTRA | 0% | 3.29% | $0.82 |
 EPRT | 0% | 3.63% | $1.14 |
 INDA | 0% | 0.78% | - |
 BXSL | 0% | 9.07% | - |
 VMC | 0% | 0.77% | $1.78 |
 DHT | 0% | 9.12% | $1.05 |
 MKC | 0% | 2.31% | $1.62 |
 OBDC | 0% | 10.69% | $1.42 |
 ALLY | 0% | 3.79% | $1.2 |
 CRH.L | 0% | 1.77% | $1.61 |
 INTU | 0% | 0.69% | $3.6 |
 WYNN | 0% | 1.34% | $1 |
 PAGP | 0% | 7.37% | $1.17 |
 ITV.L | 0% | 6.59% | $0.05 |
 ASML | 0% | 0.9% | $5.57 |
 IGIC | 0% | 0.4% | $0.06 |
 OHI | 0% | 6.95% | $2.68 |
 NXST | 0% | 4.7% | $6.08 |
 RR.L | 0% | 0.84% | - |
 GSL | 0% | 8.4% | $1.5 |
 MBG.DE | 0% | 8.57% | $5.3 |
 SQM | 0% | 3.91% | $1.36 |
 CWEN.A | 0% | 6.16% | $1.6 |
 IWM | 0% | 1.24% | - |
 ET | 0% | 7.44% | $1.25 |
 EPM | 0% | 11.18% | $0.48 |
 GGB | 0% | 5.44% | $0.22 |
 NOC | 0% | 1.52% | $7.67 |
 ATO | 0% | 2.13% | $3.16 |
 PNW | 0% | 3.76% | $3.51 |
 VST | 0% | 0.76% | $0.85 |
 DLG.L | 0% | 2.55% | $0.04 |
 G | 0% | 1.32% | $0.58 |
 LHX | 0% | 2.14% | $4.6 |
 CL | 0% | 2.12% | $1.96 |
 MONY.L | 0% | 6.51% | $0.12 |
 GD | 0% | 2.09% | $5.48 |
 FCX | 0% | 1.82% | $0.6 |
 KGC | 0% | 0.78% | $0.12 |
 DAL | 0% | 1.35% | $0.3 |
 SHEL.L | 0% | 4.42% | $0.8 |
 DVN | 0% | 4.12% | $2.05 |
 CNA.L | 0% | 3% | $0.04 |
 GOOGL | 0% | 0.53% | $0.2 |
 WPC | 0% | 5.65% | $3.67 |
 ADI | 0% | 2.13% | $3.56 |
 MCK | 0% | 0.39% | $2.48 |
 ADP | 0% | 2.05% | $5.45 |
 IUSM.DE | 0% | 4.06% | - |
 PR | 0% | 3.49% | $0.21 |
 CCI | 0% | 6.04% | $6.26 |
 WMT | 0% | 1.01% | $0.81 |
 FANG | 0% | 4.51% | $9.26 |
 LOW | 0% | 2.1% | $4.45 |
 ADM | 0% | 4.2% | $1.9 |
 NVO | 0% | 2.03% | $0.98 |
 BIP | 0% | 5.9% | $0.41 |
 TFC | 0% | 5.79% | $2.08 |
 AM | 0% | 5.24% | $0.9 |
 LNG | 0% | 0.81% | $1.7 |
 CPA | 0% | 7.31% | $4.86 |
 BDX | 0% | 2% | $3.76 |
 RTX | 0% | 1.96% | $2.44 |
 WU | 0% | 9.58% | $0.94 |
 BBSI | 0% | 0.78% | $1.2 |
 PHP.L | 0% | 6.97% | $0.06 |
 TRIG.L | 0% | 8.67% | $0.07 |
 EA | 0% | 0.52% | $0.76 |
 TEF | 0% | 4.83% | $0.24 |
 LIN | 0% | 1.25% | $5.33 |
 VMI | 0% | 0.89% | $2.4 |
 STZ | 0% | 2.17% | $3.68 |
 TATE.L | 0% | 3.58% | $0.19 |
 KEY | 0% | 5.75% | $0.82 |
 NVT | 0% | 1.57% | $0.75 |
 HBAN | 0% | 4.54% | $0.62 |
 DFS | 0% | 1.75% | $2.8 |
 EQT | 0% | 1.24% | $0.62 |
 OSB.L | 0% | 7.69% | $0.32 |
 MED.US | 0% | 8.09% | $6.59 |
 X | 0% | 0.48% | $0.2 |
 FHN | 0% | 3.51% | $0.6 |
 BBOX.L | 0% | 5.52% | $0.07 |
 TXRH | 0% | 1.55% | $2.32 |
 GSK.L | 0% | 4.57% | $0.59 |
 COF | 0% | 1.47% | $2.4 |
 UPBD | 0% | 7.4% | $1.45 |
 2899.HK | 0% | 2.27% | $0.27 |
 GOLD.BARRICK | 0% | 1.91% | $0.4 |
 VTI | 0% | 1.36% | - |
 BWXT | 0% | 0.94% | $0.94 |
 COKE | 0% | 0.56% | $2 |
 TMO | 0% | 0.37% | $1.48 |
 GRG.L | 0% | 3.77% | $0.6 |
 COST | 0% | 0.48% | $19.22 |
 BTRW.L | 0% | 3.89% | $0.28 |
 COP | 0% | 3.51% | $3.25 |
 NTDOY | 0% | 0.97% | $0.24 |
 GSK | 0% | 4.26% | $1.45 |
 AAL.L | 0% | 2.4% | $0.77 |
 DPZ | 0% | 1.34% | $5.44 |
 HDB | 0% | 0.82% | $0.6 |
 TMUS | 0% | 1.26% | $1.95 |
 WAB | 0% | 0.5% | $0.74 |
 RSG | 0% | 0.94% | $2.14 |
 HPQ | 0% | 4.74% | $1.1 |
 CHD | 0% | 1.09% | $1.11 |
 QCOM | 0% | 2.49% | $3.25 |
 ABF.L | 0% | 2.86% | $0.54 |
 SHW | 0% | 0.9% | $2.64 |
 HAS | 0% | 3.99% | $2.8 |
 WFC | 0% | 2.4% | $1.4 |
 MRVL | 0% | 0.46% | $0.24 |
 PRIM | 0% | 0.5% | $0.24 |
 EXPE | 0% | 0.26% | - |
 AON | 0% | 0.75% | $2.52 |
 FGR.PA | 0% | 4.13% | $4.1 |
 SONY | 0% | 0.38% | $0.49 |
 RWE.DE | 0% | 3.22% | $1 |
 NG.L | 0% | 5.1% | $0.57 |
 QQQ | 0% | 0.64% | - |
 VOO | 0% | 1.36% | - |
 SCHW | 0% | 1.34% | $1 |
 NOVO-B.CO | 0% | 2.73% | $9.4 |
 NVDA | 0% | 0.04% | $0.02 |
 REGN | 0% | 0.16% | - |
 UU.L | 0% | 4.56% | $0.5 |
 P911.DE | 0% | 5.3% | $2.31 |
 LSEG.L | 0% | 1.14% | $1.15 |
 TECK | 0% | 1.06% | $0.37 |
 WCN | 0% | 0.59% | $1.12 |
 ADC | 0% | 3.82% | $2.96 |
 BP.L | 0% | 6.73% | $0.23 |
 THRL.L | 0% | 5.91% | - |
 BRO | 0% | 0.48% | $0.51 |
 CASY | 0% | 0.43% | $1.79 |
 LPX | 0% | 1.26% | $1 |
 ABCB | 0% | 1.32% | $0.6 |
 BT.L | 0% | 4.89% | $0.08 |
 SWR.L | 0% | 3.2% | $1.3 |
 IMI.L | 0% | 1.84% | $0.28 |
 GAW.L | 0% | 3.58% | $5.5 |
 LHA.DE | 0% | 4.88% | $0.3 |
 LTC.US | 0% | 6.38% | $2.28 |
 PCAR | 0% | 1.4% | $1.11 |
 CRDA.L | 0% | 4.06% | $1.09 |
 RHIM.L | 0% | 5.13% | $1.54 |
 GEV | 0% | 0.15% | - |
 GLEN.L | 0% | 2.96% | $0.1 |
 HSBA.L | 0% | 6.53% | $0.49 |
 MCHP | 0% | 4.71% | $1.75 |
 WTB.L | 0% | 3.91% | $0.97 |
 FCNCA | 0% | 0.42% | $5.67 |
 SSE.L | 0% | 3.73% | $0.6 |
 STAG | 0% | 4.48% | $1.47 |
 WPP.L | 0% | 7.32% | $0.39 |
 HLN | 0% | 1.66% | $0.15 |
 DGE.L | 0% | 3.87% | $0.81 |
 SIE.DE | 0% | 2.78% | $4.7 |
 MCG.L | 0% | 2.42% | $0.07 |
 RRX | 0% | 1.42% | $1.4 |
 WSC | 0% | 0.3% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
XEL | Pay Day | Apr 20, 2025 | $0.57 |
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
MKC | Pay Day | Apr 21, 2025 | $0.45 |
CVS | Ex-Dividend | Apr 22, 2025 | $0.66 |
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
UPBD | Pay Day | Apr 22, 2025 | $0.39 |
IGIC | Pay Day | Apr 22, 2025 | $0.02 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
LEN | Ex-Dividend | Apr 23, 2025 | $0.50 |
AM | Ex-Dividend | Apr 23, 2025 | $0.22 |
CRM | Pay Day | Apr 24, 2025 | $0.42 |
DGE.L | Pay Day | Apr 24, 2025 | $0.50 |
LGEN.L | Ex-Dividend | Apr 24, 2025 | $0.20 |
QQQ | Pay Day | Apr 24, 2025 | $0.72 |
INGA.NV | Ex-Dividend | Apr 24, 2025 | $0.74 |
HSBC | Pay Day | Apr 25, 2025 | $1.80 |
SYY | Pay Day | Apr 25, 2025 | $0.51 |
TOL | Pay Day | Apr 25, 2025 | $0.25 |
HSBA.L | Pay Day | Apr 25, 2025 | $0.36 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
HLN | Ex-Dividend | Apr 25, 2025 | $0.12 |
NVT | Ex-Dividend | Apr 25, 2025 | $0.20 |
COKE | Ex-Dividend | Apr 25, 2025 | $2.50 |
NWG.L | Pay Day | Apr 28, 2025 | $0.20 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
PSEC | Ex-Dividend | Apr 28, 2025 | $0.04 |
NWG | Pay Day | Apr 28, 2025 | $0.39 |
GSBD | Pay Day | Apr 28, 2025 | $0.32 |
STZ | Ex-Dividend | Apr 29, 2025 | $1.02 |
ARR | Pay Day | Apr 29, 2025 | $0.24 |
TWO | Pay Day | Apr 29, 2025 | $0.45 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
AGNC | Ex-Dividend | Apr 30, 2025 | $0.12 |
EPD | Ex-Dividend | Apr 30, 2025 | $0.54 |
XRX | Pay Day | Apr 30, 2025 | $0.12 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
KMI | Ex-Dividend | Apr 30, 2025 | $0.29 |
EIX | Pay Day | Apr 30, 2025 | $0.83 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
MAA | Pay Day | Apr 30, 2025 | $1.52 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
STAG | Ex-Dividend | Apr 30, 2025 | $0.12 |
ADC | Ex-Dividend | Apr 30, 2025 | $0.26 |
EPR | Ex-Dividend | Apr 30, 2025 | $0.30 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
CVS | Pay Day | May 1, 2025 | $0.66 |
PAGP | Ex-Dividend | May 1, 2025 | $0.38 |
FCX | Pay Day | May 1, 2025 | $0.15 |
BMY | Pay Day | May 1, 2025 | $0.62 |
ALLY | Ex-Dividend | May 1, 2025 | $0.30 |
CASY | Ex-Dividend | May 1, 2025 | $0.50 |
CNA.L | Ex-Dividend | May 1, 2025 | $0.04 |
GLEN.L | Ex-Dividend | May 1, 2025 | $0.05 |
GRG.L | Ex-Dividend | May 1, 2025 | $0.64 |
AON | Ex-Dividend | May 1, 2025 | $0.74 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
MRVL | Pay Day | May 1, 2025 | $0.06 |
WWW | Pay Day | May 1, 2025 | $0.10 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
DHI | Ex-Dividend | May 2, 2025 | $0.40 |
DELL | Pay Day | May 2, 2025 | $0.52 |
INGA.NV | Pay Day | May 2, 2025 | $0.74 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
CS.PA | Ex-Dividend | May 5, 2025 | $2.25 |
PNC | Pay Day | May 5, 2025 | $1.60 |
ASML | Pay Day | May 6, 2025 | $1.92 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
CS.PA | Pay Day | May 7, 2025 | $2.25 |
LOW | Pay Day | May 7, 2025 | $1.15 |
LEN | Pay Day | May 7, 2025 | $0.50 |
AAL.L | Pay Day | May 7, 2025 | $0.22 |
GAW.L | Pay Day | May 7, 2025 | $1.29 |
AM | Pay Day | May 7, 2025 | $0.22 |
EQT | Ex-Dividend | May 7, 2025 | $0.16 |
DE | Pay Day | May 8, 2025 | $1.62 |
AALB.NV | Pay Day | May 8, 2025 | $1.21 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
AXP | Pay Day | May 9, 2025 | $0.82 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MA | Pay Day | May 9, 2025 | $0.76 |
AGNC | Pay Day | May 9, 2025 | $0.12 |
GD | Pay Day | May 9, 2025 | $1.50 |
DHI | Pay Day | May 9, 2025 | $0.40 |
MNG.L | Pay Day | May 9, 2025 | $0.18 |
PHP.L | Pay Day | May 9, 2025 | $0.02 |
SIRI | Ex-Dividend | May 9, 2025 | $0.27 |
NVT | Pay Day | May 9, 2025 | $0.20 |
COKE | Pay Day | May 9, 2025 | $2.50 |
APD | Pay Day | May 12, 2025 | $1.79 |
EVO.ST | Ex-Dividend | May 12, 2025 | $3.06 |
TXN | Pay Day | May 13, 2025 | $1.36 |
ABDN.L | Pay Day | May 13, 2025 | $0.09 |
OSB.L | Pay Day | May 13, 2025 | $0.30 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
EPD | Pay Day | May 14, 2025 | $0.54 |
KVUE | Ex-Dividend | May 14, 2025 | $0.20 |
ADC | Pay Day | May 14, 2025 | $0.26 |
PUK | Pay Day | May 14, 2025 | $0.33 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
CL | Pay Day | May 15, 2025 | $0.52 |
STZ | Pay Day | May 15, 2025 | $1.02 |
KR | Ex-Dividend | May 15, 2025 | $0.32 |
PAGP | Pay Day | May 15, 2025 | $0.38 |
KMI | Pay Day | May 15, 2025 | $0.29 |
ALLY | Pay Day | May 15, 2025 | $0.30 |
CASY | Pay Day | May 15, 2025 | $0.50 |
ADM.L | Ex-Dividend | May 15, 2025 | $1.18 |
TSCO.L | Ex-Dividend | May 15, 2025 | $0.12 |
AON | Pay Day | May 15, 2025 | $0.74 |
O | Pay Day | May 15, 2025 | $0.27 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
STAG | Pay Day | May 15, 2025 | $0.12 |
EPR | Pay Day | May 15, 2025 | $0.30 |
COST | Pay Day | May 16, 2025 | $1.30 |
SHW | Ex-Dividend | May 16, 2025 | $0.79 |
IMI.L | Pay Day | May 16, 2025 | $0.27 |
BTRW.L | Pay Day | May 16, 2025 | $0.07 |
MONY.L | Pay Day | May 16, 2025 | $0.12 |
GEV | Pay Day | May 16, 2025 | $0.25 |
ISP.MI | Ex-Dividend | May 19, 2025 | $0.18 |
DLG.L | Pay Day | May 19, 2025 | $0.06 |
 NEXI.MI | Ex-Dividend | May 19, 2025 | $0.26 |
CAT | Pay Day | May 20, 2025 | $1.41 |
EVO.ST | Pay Day | May 20, 2025 | $3.06 |
PSEC | Pay Day | May 20, 2025 | $0.04 |
ISP.MI | Pay Day | May 21, 2025 | $0.18 |
LSEG.L | Pay Day | May 21, 2025 | $1.13 |
PHNX.L | Pay Day | May 21, 2025 | $0.35 |
NEXI.MI | Pay Day | May 21, 2025 | $0.26 |
FGR.PA | Ex-Dividend | May 21, 2025 | $5.12 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
ITV.L | Pay Day | May 22, 2025 | $0.04 |
RHIM.L | Ex-Dividend | May 22, 2025 | $1.26 |
C | Pay Day | May 23, 2025 | $0.56 |
FGR.PA | Pay Day | May 23, 2025 | $5.12 |
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
CRDA.L | Pay Day | May 28, 2025 | $0.80 |
KVUE | Pay Day | May 28, 2025 | $0.20 |
SIRI | Pay Day | May 28, 2025 | $0.27 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
GRG.L | Pay Day | May 30, 2025 | $0.64 |
IBKR | Ex-Dividend | May 30, 2025 | $0.32 |
TMUS | Ex-Dividend | May 30, 2025 | $0.88 |
IQQH.DE | Pay Day | May 30, 2025 | $0.02 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
KR | Pay Day | Jun 1, 2025 | $0.32 |
EQT | Pay Day | Jun 2, 2025 | $0.16 |
LHX | Ex-Dividend | Jun 3, 2025 | $1.20 |
GLEN.L | Pay Day | Jun 4, 2025 | $0.05 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
CNA.L | Pay Day | Jun 5, 2025 | $0.04 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
SBRY.L | Ex-Dividend | Jun 5, 2025 | $0.13 |
WPP.L | Ex-Dividend | Jun 5, 2025 | $0.50 |
HLN | Pay Day | Jun 5, 2025 | $0.12 |
SHW | Pay Day | Jun 6, 2025 | $0.79 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
RHIM.L | Pay Day | Jun 12, 2025 | $1.26 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
ADM.L | Pay Day | Jun 13, 2025 | $1.18 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
IWM | Pay Day | Jun 17, 2025 | $0.56 |
HBAN | Ex-Dividend | Jun 17, 2025 | $0.16 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
BFC | Ex-Dividend | Jun 25, 2025 | $0.45 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
IS04.DE | Pay Day | Jun 26, 2025 | $0.08 |
EC | Ex-Dividend | Jun 26, 2025 | $0.52 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
HBAN | Pay Day | Jul 1, 2025 | $0.16 |
VOOV | Pay Day | Jul 2, 2025 | $0.99 |
TBT | Pay Day | Jul 3, 2025 | $0.47 |
WPP.L | Pay Day | Jul 4, 2025 | $0.50 |
EC | Pay Day | Jul 7, 2025 | $0.52 |
PLUS.L | Pay Day | Jul 9, 2025 | $0.40 |
BFC | Pay Day | Jul 9, 2025 | $0.45 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
SBRY.L | Pay Day | Jul 11, 2025 | $0.13 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
INDA | 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
23.83
High:
RAMP
83,100RAMPLow:
CRWD
-4,477CRWDDetails
PEG Ratio
27.95
High:RAMP
81,799.79RAMPLow:
MRVL
-904.67MRVLDetails
Price/Book
5.62
High:
CL
366.04CLLow:
CCI
-338.81CCIDetails
Price/Sales
4.57
High:
RGTI
174.55RGTILow:
BMEA
-BMEADetails
Price/CF
21.94
High:
MSTR
7,511.07MSTRLow:
ZIM
0.79ZIMDetails
Price/FCF
40.9
High:
PEP
5,253.35PEPLow:ZIM
1.04ZIMDetails
P/E Ratio
23.83
High:RAMP
83,100RAMPLow:CRWD
-4,477CRWDDetails
PEG Ratio
27.95
High:RAMP
81,799.79RAMPLow:MRVL
-904.67MRVLDetails
Price/Book
5.62
High:CL
366.04CLLow:CCI
-338.81CCIDetails
Price/Sales
4.57
High:RGTI
174.55RGTILow:BMEA
-BMEADetails
Price/CF
21.94
High:MSTR
7,511.07MSTRLow:ZIM
0.79ZIMDetails
Price/FCF
40.9
High:PEP
5,253.35PEPLow: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 |