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-2.87%
This Month
+15.6%
Year To Date
+63.21%
2 Years
+7.03%
5 Years
-76.32%
10 Years
-19.22%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs28.6%
- 💻 Electronic Technology19.15%
- 🖥️ Technology Services8.56%
- 💰 Finance6.86%
- 🚚 Transportation6.21%
- 💵 Cash4.78%
- 🛍️ Retail Trade4.06%
- 🚗 Consumer Durables3.92%
- 🛠️ Producer Manufacturing3.54%
- 💇♀️ Consumer Services2.42%
- 🧩 Miscellaneous1.94%
- 🧬 Health Technology1.87%
- 📡 Communications1.46%
- 🪨 Non Energy Minerals1.21%
- 🏭 Industrial Services1.18%
- 🍞 Consumer Non Durables1.17%
- 💼 Commercial Services1.03%
- ⚡ Utilities0.8%
- 🧪 Process Industries0.46%
- ⛏️ Energy Minerals0.36%
- 🪙 Cryptocurrencies0.2%
- 🏥 Health Services0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE46.05%
- 🇺🇸 Nasdaq31.91%
- 🇬🇧 LSE5.68%
- 🇩🇪 FRA3.54%
- 🇫🇷 Euronext Paris2.65%
- 🇳🇱 Euronext Amsterdam1.52%
- 🇮🇹 Borsa Italiana0.97%
- 🇭🇰 Hong Kong Exchanges0.91%
- 🇩🇰 Copenhagen Stock Exchange0.76%
- 🇺🇸 Chicago Board Options Exchange0.48%
- 🇳🇴 Oslo Stock Exchange0.45%
- 🌍 Digital Currency0.2%
- 🇸🇪 Stockholm Stock Exchange0.06%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States40.15%
- 🇬🇧 United Kingdom4.21%
- 🇩🇪 Germany3.75%
- 🇨🇳 China2.58%
- 🇫🇷 France2.48%
- 🇳🇱 Netherlands2.22%
- 🇨🇦 Canada1.68%
- 🇩🇰 Denmark1.34%
- 🇮🇪 Ireland1.33%
- 🇹🇼 Taiwan1.02%
- 🇰🇷 South Korea0.83%
- 🇨🇭 Switzerland0.62%
- 🇮🇱 Israel0.54%
- 🇳🇴 Norway0.45%
- 🇮🇹 Italy0.26%
- 🇯🇵 Japan0.25%
- 🇸🇪 Sweden0.22%
- 🇧🇷 Brazil0.21%
- 🇬🇷 Greece0.16%
- 🇦🇷 Argentina0.11%
- 🇧🇪 Belgium0.09%
- 🇱🇺 Luxembourg0.04%
- 🇺🇾 Uruguay0.04%
- 🇸🇬 Singapore0.03%
Dividends
Dividend Yield
1%
145 out of 295 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $FRCB (360000%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.05% | 11.54% | - |
 VOW3.DE | 0.05% | 5.92% | $9.06 |
 RNO.PA | 0.05% | 8.06% | $1.85 |
 BBY | 0.04% | 5.44% | $3.72 |
 NLY | 0.03% | 13.16% | $2.6 |
 KMI | 0.03% | 3.71% | $1.14 |
 T.US | 0.03% | 4.85% | $1.11 |
 NN.NV | 0.03% | 5.44% | $3.2 |
 AGNC | 0.02% | 13.99% | $1.44 |
 MBG.DE | 0.02% | 7.17% | $5.3 |
 BMW.DE | 0.02% | 6.2% | $6 |
 NVO | 0.02% | 2.81% | $0.98 |
 ORA.PA | 0.02% | 4.28% | $0.72 |
 LHA.DE | 0.02% | 3.94% | $0.3 |
 O | 0.02% | 5.41% | $3.09 |
 RYAAY | 0.02% | 1.24% | $0.93 |
 AVGO | 0.01% | 0.62% | $19.7 |
 EZJ.L | 0.01% | 2.86% | $0.05 |
 HMSO.L | 0.01% | 4.94% | $0.02 |
 RITM | 0.01% | 10.91% | $1 |
 SAN.PA | 0.01% | 5.31% | $3.76 |
 NKE | 0.01% | 3.76% | $1.45 |
 F | 0.01% | 3.92% | $0.78 |
 VICI | 0.01% | 6.54% | $1.66 |
 MO | 0.01% | 6% | $3.92 |
 JPM | 0.01% | 1.93% | $4.4 |
 MAERSKB.CO | 0.01% | 2.69% | $515 |
 MS | 0.01% | 1.84% | $3.4 |
 ABR | 0.01% | 19.24% | $1.72 |
 MAIN | 0.01% | 5.96% | $2.85 |
 VZ | 0.01% | 6.14% | $2.66 |
 GS | 0.01% | 1.56% | $11 |
 ENB | 0.01% | 4.83% | $2.66 |
 PSEC | 0.01% | 22.81% | $0.72 |
 IIPR | 0.01% | 13.01% | $7.34 |
 LTC.US | 0.01% | 6.54% | $2.28 |
 JD.US | 0.01% | 3.33% | $0.74 |
 ENEL.MI | 0.01% | 5.07% | $0.43 |
 TXN | 0.01% | 1.9% | $5.14 |
 TM | 0.01% | 3.17% | $4.64 |
 UPS | 0.01% | 6.09% | $6.5 |
 TGT | 0.01% | 3.68% | $4.42 |
 RIO | 0.01% | 3.79% | $4.34 |
 PNL.NV | 0.01% | 4.11% | $0.09 |
 TSM | 0.01% | 0.69% | $1.74 |
 IAG.L | 0.01% | 1.66% | - |
 ORCL | 0.01% | 0.86% | $1.6 |
 LLOY.L | 0.01% | 3.64% | $0.03 |
 HEI.DE | 0.01% | 1.99% | $3 |
 FE | 0.01% | 4.04% | $1.64 |
 VIE.PA | 0.01% | 4.28% | $1.25 |
 BNS | 0.01% | 4.01% | $3.09 |
 BNP.PA | 0.01% | 5.48% | $4.6 |
 AMCR | 0.01% | 6.93% | $0.5 |
 WU | 0.01% | 12.19% | $0.94 |
 MC.PA | 0.01% | 2.69% | $13 |
 STAG | 0.01% | 4.11% | $1.47 |
 BEN | 0.01% | 4.18% | $1.23 |
 3323.HK | 0.01% | 3.54% | $0.25 |
 PPL | 0.01% | 3.17% | $1 |
 OKE | 0.01% | 4.74% | $3.89 |
 AAPL | 0.01% | 0.34% | $0.97 |
 MSFT | 0% | 0.83% | $3 |
 LIGHT.NV | 0% | 7.41% | $1.55 |
 DIS | 0% | 1.51% | $0.75 |
 MMM | 0% | 1.97% | $5.21 |
 UDVD.L | 0% | 1.52% | - |
 DIA.US | 0% | 1.36% | - |
 VOD | 0% | 3.37% | $0.94 |
 BTRW.L | 0% | 6.52% | $0.28 |
 GLJ.DE | 0% | 3.33% | $0.47 |
 BABA | 0% | 0.82% | $0.98 |
 CINF | 0% | 2.28% | $3.12 |
 LMT | 0% | 2.63% | $12.45 |
 CCL | 0% | 1.08% | - |
 CSCO | 0% | 1.29% | $1.58 |
 BAC | 0% | 2.11% | $0.96 |
 CL | 0% | 2.49% | $1.96 |
 SMSN.L | 0% | 0.4% | $23.68 |
 PBF | 0% | 2.57% | $0.95 |
 STZ | 0% | 2.97% | $3.68 |
 AIR.PA | 0% | 1.79% | $1.8 |
 RHM.DE | 0% | 0.94% | $5.7 |
 ASML.NV | 0% | 0.52% | $6.1 |
 TME | 0% | 2.5% | $0.12 |
 QCOM | 0% | 1.52% | $3.25 |
 SHIP | 0% | 3.76% | $0.1 |
 LOW | 0% | 2.34% | $4.45 |
 NXPI | 0% | 1.31% | $4.06 |
 ABT.US | 0% | 2.67% | $2.16 |
 CRM | 0% | 0.9% | $0.4 |
 WHA.NV | 0% | 6.4% | $1.2 |
 P911.DE | 0% | 2.12% | $2.31 |
 ABCB | 0% | 0.94% | $0.6 |
 V | 0% | 0.81% | $2.01 |
 AAL.L | 0% | 0.43% | $0.77 |
 SLB | 0% | 2.03% | $1.05 |
 CCL.L | 0% | 0.57% | - |
 ABBV | 0% | 3% | $6.06 |
 RTX | 0% | 1.54% | $2.44 |
 EDU | 0% | 2.51% | - |
 EIX | 0% | 4.84% | $3.04 |
 GOOGL | 0% | 0.23% | $0.2 |
 COP | 0% | 2.76% | $3.25 |
 EXPD | 0% | 0.99% | $1.42 |
 DOW | 0% | 4.05% | $2.8 |
 0700.HK | 0% | 1.16% | $3.4 |
 TTC | 0% | 1.74% | $1.42 |
 BA.L | 0% | 1.87% | $0.3 |
 GOOG | 0% | 0.23% | $0.2 |
 BFH | 0% | 0.99% | $0.84 |
 DB1.DE | 0% | 1.68% | $3.8 |
 IFX.DE | 0% | 0.44% | $0.35 |
 BK | 0% | 1.53% | $1.68 |
 GEV | 0% | 0.18% | - |
 COF | 0% | 1.66% | $2.4 |
 STMMI.MI | 0% | 0.48% | $0.28 |
 VLO | 0% | 1.87% | $4.18 |
 WMT | 0% | 0.84% | $0.81 |
 ARCAD.NV | 0% | 2.91% | $0.85 |
 HO.PA | 0% | 1.68% | $3.4 |
 AMAT | 0% | 0.4% | $1.44 |
 DHL.DE | 0% | 3.63% | $1.85 |
 UNM | 0% | 2.17% | $1.46 |
 VWS.CO | 0% | 0.43% | - |
 BKNG | 0% | 0.97% | $17.5 |
 RAND.NV | 0% | 5.92% | $3.55 |
 LDO.MI | 0% | 1.21% | $0.28 |
 MU | 0% | 0.05% | $0.46 |
 META | 0% | 0.34% | $1 |
 MA | 0% | 0.68% | $2.46 |
 QQQ | 0% | 0.38% | - |
 NVDA | 0% | 0.13% | $0.02 |
 PYPL | 0% | 1.01% | - |
 KR | 0% | 2.26% | $1.16 |
 01211.HK | 0% | 0.46% | $3.41 |
 MRVL | 0% | 0.08% | $0.24 |
 BRKR | 0% | 0.33% | $0.2 |
 INTU | 0% | 1.58% | $3.6 |
 GM | 0% | 0.79% | $0.42 |
 SAABB.ST | 0% | 0.41% | $1.6 |
 BOSS.DE | 0% | 0.11% | $1.35 |
 IAPD.L | 0% | 0.04% | - |
 IMEU.L | 0% | 0.03% | - |
 FRCB | 0% | 360000% | $1.08 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
MAIN | Ex-Dividend | Jun 8, 2026 | $0.26 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
AGNC | Pay Day | Jun 9, 2026 | $0.12 |
PPL | Ex-Dividend | Jun 10, 2026 | $0.28 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
01211.HK | Ex-Dividend | Jun 11, 2026 | $0.05 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
DOW | Pay Day | Jun 12, 2026 | $0.35 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
EXPD | Pay Day | Jun 15, 2026 | $0.81 |
O | Pay Day | Jun 15, 2026 | $0.27 |
BFH | Pay Day | Jun 15, 2026 | $0.23 |
MAIN | Pay Day | Jun 15, 2026 | $0.26 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
WU | Ex-Dividend | Jun 16, 2026 | $0.23 |
TTC | Ex-Dividend | Jun 16, 2026 | $0.39 |
GEV | Ex-Dividend | Jun 16, 2026 | $0.50 |
AMCR | Pay Day | Jun 17, 2026 | $0.65 |
GM | Pay Day | Jun 18, 2026 | $0.18 |
BBY | Ex-Dividend | Jun 18, 2026 | $0.96 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
LDO.MI | Ex-Dividend | Jun 22, 2026 | $0.74 |
LTC.US | Ex-Dividend | Jun 22, 2026 | $0.19 |
BRKR | Ex-Dividend | Jun 22, 2026 | $0.05 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
VLO | Pay Day | Jun 23, 2026 | $1.20 |
CINF | Ex-Dividend | Jun 23, 2026 | $0.94 |
LDO.MI | Pay Day | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
PSEC | Ex-Dividend | Jun 26, 2026 | $0.04 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
BEN | Ex-Dividend | Jun 29, 2026 | $0.33 |
SHIP | Ex-Dividend | Jun 29, 2026 | $0.20 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
WU | Pay Day | Jun 30, 2026 | $0.23 |
BKNG | Pay Day | Jun 30, 2026 | $0.42 |
3323.HK | Pay Day | Jun 30, 2026 | $0.02 |
LTC.US | Pay Day | Jun 30, 2026 | $0.19 |
STAG | Ex-Dividend | Jun 30, 2026 | $0.39 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
PPL | Pay Day | Jul 1, 2026 | $0.28 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
BRKR | Pay Day | Jul 7, 2026 | $0.05 |
BNS | Ex-Dividend | Jul 7, 2026 | $0.82 |
BBY | Pay Day | Jul 9, 2026 | $0.96 |
INTU | Ex-Dividend | Jul 9, 2026 | $1.20 |
SLB | Pay Day | Jul 9, 2026 | $0.29 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
BEN | Pay Day | Jul 10, 2026 | $0.33 |
SHIP | Pay Day | Jul 10, 2026 | $0.20 |
TTC | Pay Day | Jul 10, 2026 | $0.39 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
GEV | Pay Day | Jul 14, 2026 | $0.50 |
CINF | Pay Day | Jul 15, 2026 | $0.94 |
STAG | Pay Day | Jul 15, 2026 | $0.39 |
INTU | Pay Day | Jul 17, 2026 | $1.20 |
ENEL.MI | Ex-Dividend | Jul 20, 2026 | $0.30 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
ENEL.MI | Pay Day | Jul 22, 2026 | $0.30 |
LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
PSEC | Pay Day | Jul 22, 2026 | $0.04 |
BNS | Pay Day | Jul 29, 2026 | $0.82 |
VOD | Pay Day | Jul 30, 2026 | $0.28 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
01211.HK | Pay Day | Jul 31, 2026 | $0.05 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 2.3/10
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-24.24
-24.24
-25
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-1.01
-1.01
-2
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Beta
1.11
1.11
0
0.8
1.2
0
2
Sharpe Ratio
-0.33
-0.33
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.39
-0.39
-1
1
2
3
3
Jensen's Alpha
-24.24
-24.24
-25
0
2
4.5
4.5
Omega Ratio
0.44
0.44
0
1
1.5
2.5
2.5
Treynor Ratio
-1.01
-1.01
-2
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
37.54
High:
CSGP
558.21CSGPLow:
BILL
-27,661.54BILLDetails
PEG Ratio
105.8
High:
ARM
3,592.02ARMLow:
SNOW
-422.16SNOWDetails
Price/Book
9.1
High:CL
469.62CLLow:
GPRO
-87.8GPRODetails
Price/Sales
7.41
High:
CRSP
1,333.2CRSPLow:
CRBP
-CRBPDetails
Price/CF
19.86
High:
SKLZ
652.51SKLZLow:
AF.PA
0.53AF.PADetails
Price/FCF
41.68
High:TXN
4,155.74TXNLow:
TOPS
1.22TOPSDetails
P/E Ratio
37.54
High:CSGP
558.21CSGPLow:BILL
-27,661.54BILLDetails
PEG Ratio
105.8
High:ARM
3,592.02ARMLow:SNOW
-422.16SNOWDetails
Price/Book
9.1
High:CL
469.62CLLow:GPRO
-87.8GPRODetails
Price/Sales
7.41
High:CRSP
1,333.2CRSPLow:CRBP
-CRBPDetails
Price/CF
19.86
High:SKLZ
652.51SKLZLow:AF.PA
0.53AF.PADetails
Price/FCF
41.68
High:TXN
4,155.74TXNLow:TOPS
1.22TOPSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.38% | Mar 2019 | - | 88 |