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+0.32%
Today
-4.26%
This Month
-20.6%
Year To Date
+28.87%
2 Years
+34.25%
5 Years
-9.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services27.41%
- 💰 Finance15.71%
- 🪙 Cryptocurrencies13.28%
- 💻 Electronic Technology10.43%
- 🛍️ Retail Trade5.28%
- 💇♀️ Consumer Services4.18%
- 🚗 Consumer Durables3.46%
- 🍞 Consumer Non Durables3.39%
- 🛠️ Producer Manufacturing2.59%
- 🧬 Health Technology2.31%
- 🚚 Transportation1.99%
- ⛏️ Energy Minerals1.79%
- 🪨 Non Energy Minerals1.78%
- 💼 Commercial Services1.56%
- ⚡ Utilities1.18%
- 🧪 Process Industries1.11%
- 📡 Communications0.84%
- 📊 ETFs0.6%
- 🏭 Industrial Services0.5%
- 📦 Distribution Services0.37%
- 🧩 Miscellaneous0.17%
- 🏥 Health Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq49.42%
- 🇺🇸 NYSE28.66%
- 🌍 Digital Currency13.28%
- 🇬🇧 LSE4.78%
- 🇭🇰 Hong Kong Exchanges1.05%
- 🇩🇪 FRA0.96%
- 🇫🇷 Euronext Paris0.94%
- 🇨🇭 SIX0.45%
- 🇩🇰 Copenhagen Stock Exchange0.13%
- 🇪🇸 Bolsa De Madrid0.11%
- 🇸🇪 Stockholm Stock Exchange0.1%
- 🇺🇸 Chicago Board Options Exchange0.05%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.83%
- 🇬🇧 United Kingdom4.63%
- 🇨🇳 China1.55%
- 🇩🇪 Germany1.14%
- 🇮🇱 Israel1.06%
- 🇨🇭 Switzerland0.87%
- 🇫🇷 France0.86%
- 🇨🇦 Canada0.76%
- 🇱🇺 Luxembourg0.75%
- 🇮🇪 Ireland0.71%
- 🇳🇱 Netherlands0.46%
- 🇧🇲 Bermuda0.32%
- 🇪🇸 Spain0.29%
- 🇩🇰 Denmark0.23%
- 🇺🇾 Uruguay0.2%
- 🇯🇵 Japan0.19%
- 🇮🇹 Italy0.16%
- 🇹🇼 Taiwan0.15%
- 🇮🇳 India0.11%
- 🇦🇷 Argentina0.11%
- 🇧🇪 Belgium0.1%
- 🇸🇪 Sweden0.1%
- 🇬🇷 Greece0.09%
- 🇰🇾 Cayman Islands0.08%
- 🇭🇰 Hong Kong0.05%
- 🇧🇷 Brazil0.05%
- 🇷🇺 Russia0.04%
- 🇨🇱 Chile0.04%
- 🇲🇽 Mexico0.04%
- 🇦🇺 Australia0.03%
Dividends
Dividend Yield
1.62%
352 out of 618 instruments pay dividend.
73 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.49% | 35.13% | $4 |
 ZIM | 0.07% | 51.78% | $0.23 |
 NLY | 0.06% | 14.8% | $2.6 |
 MSFT | 0.02% | 0.88% | $3 |
 BRBY.L | 0.02% | 9.25% | $0.61 |
 PLUS.L | 0.02% | 5.76% | $1.33 |
 ABR | 0.02% | 15.59% | $1.72 |
 META | 0.02% | 0.4% | $1 |
 1288.HK | 0.01% | 5.74% | $0.25 |
 XIFR | 0.01% | 40.62% | $3.49 |
 VZ | 0.01% | 6.13% | $2.66 |
 CALM | 0.01% | 7.36% | $1.87 |
 OGZDL.L | 0.01% | 67.74% | - |
 SCHD | 0.01% | 3.72% | - |
 GFRD.L | 0.01% | 4.57% | $0.12 |
 AVGO | 0.01% | 1.31% | $19.7 |
 MC.PA | 0.01% | 2.68% | $13 |
 WBA | 0.01% | 9.18% | $1.46 |
 LGEN.L | 0.01% | 8.61% | $0.2 |
 STWD | 0.01% | 10.34% | $1.92 |
 EPR | 0.01% | 6.96% | $3.34 |
 BX | 0.01% | 3.11% | $3.36 |
 TNL | 0.01% | 4.97% | $1.9 |
 GOOG | 0.01% | 0.52% | $0.2 |
 SPG | 0.01% | 5.49% | $7.75 |
 O | 0.01% | 5.42% | $3.09 |
 SBLK | 0.01% | 15.52% | $1.82 |
 RIO.L | 0.01% | 7.03% | $3.41 |
 UVV | 0.01% | 6.27% | $3.21 |
 NEE | 0.01% | 3.18% | $1.97 |
 IGG.L | 0.01% | 4.53% | $0.46 |
 T | 0.01% | 4.09% | $1.11 |
 PM | 0.01% | 3.28% | $5.2 |
 LIO.L | 0.01% | 22.12% | $0.72 |
 UBSG.ZU | 0.01% | 3.18% | $0.64 |
 DTE.DE | 0.01% | 2.83% | $0.77 |
 VANQ.L | 0.01% | 9.88% | $0.06 |
 AMGN | 0.01% | 3.34% | $8.76 |
 TSCO.L | 0.01% | 3.87% | $0.12 |
 TW.L | 0.01% | 8.43% | $0.1 |
 CME | 0.01% | 4% | $9.75 |
 PFE | 0.01% | 7.63% | $1.66 |
 DB | 0.01% | 3% | $0.49 |
 V | 0.01% | 0.67% | $2.01 |
 IBM | 0.01% | 2.8% | $6.65 |
 GAW.L | 0.01% | 3.58% | $5.5 |
 HST | 0% | 5.86% | $0.78 |
 PHP.L | 0% | 6.97% | $0.06 |
 LLOY.L | 0% | 4.51% | $0.03 |
 RY | 0% | 3.45% | $4.03 |
 01128.HK | 0% | 5.27% | $0.08 |
 TEO | 0% | 4.53% | - |
 JPM | 0% | 2.18% | $4.4 |
 BDN | 0% | 15.87% | $0.6 |
 H | 0% | 0.57% | $0.6 |
 MS | 0% | 3.39% | $3.4 |
 WFC | 0% | 2.4% | $1.4 |
 CVX | 0% | 4.79% | $6.28 |
 SAN.PA | 0% | 4.33% | $3.76 |
 EVRG | 0% | 3.83% | $2.54 |
 GILD | 0% | 2.97% | $3.04 |
 FRT | 0% | 4.68% | $4.36 |
 TD | 0% | 4.71% | $2.93 |
 CAG | 0% | 5.53% | $1.4 |
 SIE.DE | 0% | 2.78% | $4.7 |
 CMCX | 0% | 4.46% | $0.05 |
 NVS | 0% | 2.96% | $3.2 |
 SAN | 0% | 2.4% | $0.13 |
 CFG | 0% | 4.74% | $1.68 |
 SSE.L | 0% | 3.73% | $0.6 |
 IRM | 0% | 3.4% | $2.6 |
 VOD | 0% | 7.48% | $0.94 |
 BK | 0% | 2.46% | $1.68 |
 WEC | 0% | 3.19% | $3.23 |
 823.HK | 0% | 7.68% | $2.63 |
 KMB | 0% | 3.45% | $4.8 |
 HPQ | 0% | 4.74% | $1.1 |
 BYG.L | 0% | 4.72% | $0.45 |
 BAC | 0% | 2.73% | $0.96 |
 EXR | 0% | 4.59% | $6.48 |
 PSA | 0% | 4.05% | $12 |
 DLR | 0% | 3.24% | $4.88 |
 D | 0% | 5.02% | $2.67 |
 ULVR.L | 0% | 3.09% | $1.47 |
 VALE | 0% | 8.2% | $1.33 |
 WMB | 0% | 3.28% | $1.85 |
 VTR | 0% | 2.69% | $1.8 |
 ROSNL.L | 0% | 21.42% | - |
 0700.HK | 0% | 0.98% | $3.4 |
 WTB.L | 0% | 3.91% | $0.97 |
 BXP | 0% | 6.14% | $3.92 |
 BBOX.L | 0% | 5.52% | $0.07 |
 EXC | 0% | 3.26% | $1.48 |
 EG | 0% | 2.29% | $7.25 |
 GSL | 0% | 8.4% | $1.5 |
 KMI | 0% | 4.26% | $1.14 |
 CVS | 0% | 3.95% | $2.54 |
 LRCX | 0% | 1.4% | $8 |
 CPB | 0% | 4.05% | $1.48 |
 SWKS | 0% | 4.97% | $2.72 |
 X | 0% | 0.48% | $0.2 |
 DOM.L | 0% | 3.96% | $0.11 |
 JNJ | 0% | 3.19% | $4.81 |
 BLK | 0% | 2.34% | $20.2 |
 MTH | 0% | 2.39% | $2.04 |
 IP.US | 0% | 4% | $1.85 |
 STX.US | 0% | 3.75% | $2.8 |
 ROG.ZU | 0% | 3.8% | $9.6 |
 GS | 0% | 2.36% | $11 |
 0968.HK | 0% | 9.88% | $0.23 |
 CSCO | 0% | 2.89% | $1.58 |
 F | 0% | 7.79% | $0.78 |
 KSS | 0% | 25.08% | $2 |
 CCOI | 0% | 7.46% | $3.84 |
 KBH | 0% | 1.94% | $0.85 |
 ITV.L | 0% | 6.59% | $0.05 |
 NTRS | 0% | 3.4% | $3 |
 VOW3.DE | 0% | 7.1% | $9.06 |
 ASML | 0% | 0.9% | $5.57 |
 TKA.DE | 0% | 1.59% | $0.15 |
 APLE | 0% | 8.08% | $0.96 |
 TX | 0% | 9.86% | $3.3 |
 RIO | 0% | 6.87% | $4.34 |
 WSM | 0% | 1.7% | $3.83 |
 ITW | 0% | 2.56% | $5.6 |
 GLW | 0% | 2.7% | $1.12 |
 TEF.MC | 0% | 5.61% | $0.24 |
 EMN | 0% | 4.27% | $3.22 |
 JMAT.L | 0% | 6.39% | $0.77 |
 DE | 0% | 1.37% | $5.76 |
 MRK | 0% | 4.05% | $3.04 |
 WMT | 0% | 1.01% | $0.81 |
 NESN.ZU | 0% | 3.47% | $3 |
 CCC.L | 0% | 3.11% | $0.68 |
 OC | 0% | 1.87% | $2.24 |
 LAND.L | 0% | 6.96% | $0.4 |
 RYAAY | 0% | 1.84% | $0.93 |
 MAIN | 0% | 5.68% | $2.85 |
 EMG.L | 0% | 8.43% | $0.13 |
 LUV | 0% | 2.91% | $0.72 |
 TSCO | 0% | 1.77% | $4.26 |
 LOW | 0% | 2.1% | $4.45 |
 UNP | 0% | 2.42% | $5.2 |
 RL | 0% | 1.6% | $3.08 |
 HRL | 0% | 3.74% | $1.12 |
 CL | 0% | 2.12% | $1.96 |
 DVN | 0% | 4.12% | $2.05 |
 TOL | 0% | 1% | $0.86 |
 ESNT | 0% | 2.09% | $1.06 |
 JD.US | 0% | 2.82% | $0.74 |
 HAS | 0% | 3.99% | $2.8 |
 FCX | 0% | 1.82% | $0.6 |
 RMS.PA | 0% | 1.13% | $25 |
 SW | 0% | 3% | $1.18 |
 BKNG | 0% | 0.78% | $17.5 |
 VICI | 0% | 5.26% | $1.66 |
 JWN | 0% | 3.19% | $0.76 |
 PSN.L | 0% | 4.96% | $0.6 |
 BMY | 0% | 4.96% | $2.34 |
 KRO | 0% | 4.94% | $0.76 |
 EBAY | 0% | 1.66% | $1.04 |
 BIP | 0% | 5.9% | $0.41 |
 BN.PA | 0% | 2.91% | $2.1 |
 PCAR | 0% | 1.4% | $1.11 |
 SBRY.L | 0% | 5.29% | $0.13 |
 CTY.L | 0% | 4.19% | $0.19 |
 HON | 0% | 2.25% | $4.27 |
 CAKE | 0% | 2.26% | $1.08 |
 MAR | 0% | 1.14% | $2.19 |
 9618.HK | 0% | 2.8% | $2.97 |
 AAPL | 0% | 0.51% | $0.97 |
 FDX | 0% | 2.66% | $5.16 |
 ROK | 0% | 2.23% | $5 |
 AOS | 0% | 2.12% | $1.26 |
 K | 0% | 2.76% | $2.28 |
 APH | 0% | 0.93% | $0.44 |
 MRL.MC | 0% | 3.52% | $0.36 |
 MONY.L | 0% | 6.51% | $0.12 |
 QCOM | 0% | 2.49% | $3.25 |
 EL | 0% | 3.71% | $2.64 |
 REXR | 0% | 5.2% | $1.6 |
 SXS.L | 0% | 4.16% | $0.79 |
 DBK.DE | 0% | 3.28% | $0.45 |
 NVO | 0% | 2.03% | $0.98 |
 STAG | 0% | 4.48% | $1.47 |
 TSM | 0% | 1.35% | $1.74 |
 OSK | 0% | 2.24% | $1.74 |
 TPR | 0% | 2.2% | $1.4 |
 BHP.L | 0% | 5.37% | $1.26 |
 KIE.L | 0% | 4.18% | $0.02 |
 GRMN | 0% | 1.57% | $3.71 |
 BOH | 0% | 4.31% | $2.8 |
 DHL.DE | 0% | 5.15% | $1.85 |
 STAN.L | 0% | 2.81% | $0.22 |
 ABBV | 0% | 3.69% | $6.06 |
 OKE | 0% | 4.64% | $3.89 |
 BBY | 0% | 6.08% | $3.72 |
 IWM | 0% | 1.24% | - |
 LLY | 0% | 0.64% | $4.86 |
 PLD | 0% | 3.81% | $3.66 |
 SRP.L | 0% | 2.57% | $0.03 |
 AMT | 0% | 2.95% | $6.56 |
 BUD | 0% | 1.6% | $0.65 |
 IBKR | 0% | 0.67% | $0.55 |
 PSX | 0% | 4.64% | $4.3 |
 DRX.L | 0% | 4.51% | $0.23 |
 TROX | 0% | 9.52% | $0.5 |
 XOM | 0% | 3.63% | $3.76 |
 URI | 0% | 1.13% | $6.22 |
 SQM | 0% | 3.91% | $1.36 |
 SCHW | 0% | 1.34% | $1 |
 WELL | 0% | 1.78% | $2.44 |
 RCO.PA | 0% | 4.56% | $2 |
 DIS | 0% | 1.18% | $0.75 |
 SMG | 0% | 5.06% | $2.64 |
 QSR | 0% | 3.64% | $2.26 |
 RCL | 0% | 0.88% | - |
 RS | 0% | 1.62% | $4.2 |
 ROCKB.CO | 0% | 2.24% | $43 |
 TAP | 0% | 3.05% | $1.7 |
 AGRO | 0% | 3.06% | $0.33 |
 QFIN | 0% | 3.62% | $1.06 |
 BCS | 0% | 2.9% | $0.39 |
 TXN | 0% | 3.58% | $5.14 |
 INTC | 0% | 2.64% | $0.5 |
 DKS | 0% | 2.43% | $4.2 |
 JDW.L | 0% | 2.59% | - |
 MDT.US | 0% | 3.39% | $2.77 |
 TATE.L | 0% | 3.58% | $0.19 |
 SO | 0% | 3.14% | $2.82 |
 ROST | 0% | 1.08% | $1.41 |
 SBUX | 0% | 2.94% | $2.24 |
 TGT | 0% | 4.81% | $4.42 |
 KO | 0% | 2.69% | $1.89 |
 NTES | 0% | 2.61% | $2.58 |
 HE | 0% | 3.61% | $1.43 |
 IHG | 0% | 1.62% | $1.49 |
 ETN | 0% | 1.44% | $3.6 |
 CCEP | 0% | 2.38% | $2.02 |
 NXT.L | 0% | 1.94% | $2.07 |
 OTB.L | 0% | 1.13% | $0.01 |
 BAM | 0% | 3.14% | $1.41 |
 AIR.PA | 0% | 1.47% | $1.8 |
 HUSQB.ST | 0% | 2.21% | $3 |
 DGE.L | 0% | 3.87% | $0.81 |
 TJX | 0% | 1.21% | $1.42 |
 TSN | 0% | 3.23% | $1.96 |
 MCD | 0% | 2.21% | $6.53 |
 NTDOY | 0% | 0.97% | $0.24 |
 VOO | 0% | 1.36% | - |
 SCCO | 0% | 3.09% | $3.76 |
 EMR | 0% | 2.11% | $2.1 |
 LMT | 0% | 2.78% | $12.45 |
 ABF.L | 0% | 2.86% | $0.54 |
 NWL | 0% | 5.96% | $0.28 |
 RACE | 0% | 0.7% | $2.64 |
 MET | 0% | 3% | $2.11 |
 BBWI | 0% | 2.81% | $0.8 |
 LOGN.ZU | 0% | 1.98% | $1.06 |
 MA | 0% | 0.55% | $2.46 |
 RTO.L | 0% | 2.59% | $0.09 |
 EZJ.L | 0% | 2.59% | $0.05 |
 PAYC | 0% | 0.69% | $1.5 |
 GPN | 0% | 1.44% | $1 |
 PKG | 0% | 2.67% | $5 |
 CINF | 0% | 2.5% | $3.12 |
 AXP | 0% | 1.16% | $2.6 |
 BWY.L | 0% | 2.37% | $1.11 |
 COST | 0% | 0.48% | $19.22 |
 LSEG.L | 0% | 1.14% | $1.15 |
 GD | 0% | 2.09% | $5.48 |
 CAT | 0% | 1.92% | $5.31 |
 SHW | 0% | 0.9% | $2.64 |
 CE | 0% | 3.64% | $2.8 |
 TT | 0% | 1.07% | $3.27 |
 CRM | 0% | 0.65% | $0.4 |
 ST | 0% | 2.47% | $0.48 |
 SHOO | 0% | 4.22% | $0.84 |
 HDB | 0% | 0.82% | $0.6 |
 01211.HK | 0% | 1.09% | $3.41 |
 EQIX | 0% | 2.21% | $16.19 |
 RSG | 0% | 0.94% | $2.14 |
 ABBN.ZU | 0% | 2.14% | $0.87 |
 WYNN | 0% | 1.34% | $1 |
 QQ.L | 0% | 2.19% | $0.08 |
 NUE | 0% | 1.97% | $2.13 |
 AMAT | 0% | 1.21% | $1.44 |
 PATK | 0% | 1.93% | $2.1 |
 COF | 0% | 1.47% | $2.4 |
 NOC | 0% | 1.52% | $7.67 |
 ROP | 0% | 0.57% | $2.93 |
 ATCO-A.ST | 0% | 2.01% | $2.8 |
 MU | 0% | 0.67% | $0.46 |
 MRVL | 0% | 0.46% | $0.24 |
 NOVO-B.CO | 0% | 2.73% | $9.4 |
 DELL | 0% | 2.19% | $1.63 |
 SAP.DE | 0% | 1.04% | $2.2 |
 ACN | 0% | 2.03% | $4.99 |
 BESI.NV | 0% | 2.32% | $2.15 |
 CWH | 0% | 4.16% | $0.5 |
 WH | 0% | 1.9% | $1.46 |
 TXRH | 0% | 1.55% | $2.32 |
 MKS.L | 0% | 0.73% | $0.03 |
 WM | 0% | 1.33% | $2.9 |
 STE | 0% | 1% | $2.08 |
 PHM | 0% | 0.88% | $0.76 |
 SPGI | 0% | 0.8% | $3.62 |
 DIA.US | 0% | 1.59% | - |
 BABA | 0% | 0.9% | $0.98 |
 CTVA | 0% | 1.12% | $0.64 |
 VST | 0% | 0.76% | $0.85 |
 DAL | 0% | 1.35% | $0.3 |
 GE | 0% | 0.81% | $0.44 |
 TEX | 0% | 1.97% | $0.68 |
 ZWS | 0% | 1.13% | $0.31 |
 AMKR | 0% | 2.02% | $0.31 |
 RR.L | 0% | 0.84% | - |
 ALB | 0% | 3.05% | $1.6 |
 L | 0% | 0.29% | $0.25 |
 RHM.DE | 0% | 0.55% | $5.7 |
 KBR | 0% | 1.22% | $0.57 |
 ORCL | 0% | 1.32% | $1.6 |
 LDOS | 0% | 1.12% | $1.5 |
 LEG | 0% | 2.91% | $1.43 |
 ADS.DE | 0% | 1.01% | $0.7 |
 HLT | 0% | 0.29% | $0.6 |
 IDS.L | 0% | 0.55% | $0.02 |
 INDA | 0% | 0.78% | - |
 GOOGL | 0% | 0.53% | $0.2 |
 ATKR | 0% | 2.19% | $0.64 |
 CP | 0% | 0.71% | $0.56 |
 INTU | 0% | 0.69% | $3.6 |
 WAB | 0% | 0.5% | $0.74 |
 NVDA | 0% | 0.04% | $0.02 |
 MOG.A | 0% | 0.69% | $1.1 |
 EXPE | 0% | 0.26% | - |
 DDS | 0% | 0.31% | $1 |
 VWS.CO | 0% | 0.63% | - |
 UI | 0% | 0.81% | $2.4 |
 BN.US | 0% | 0.65% | $0.3 |
 WWD | 0% | 0.61% | $0.94 |
 SONY | 0% | 0.38% | $0.49 |
 PEB | 0% | 0.46% | $0.04 |
 TER | 0% | 0.67% | $0.46 |
 HWM | 0% | 0.29% | $0.19 |
 REGN | 0% | 0.16% | - |
 KLG | 0% | 3.3% | $0.48 |
 SDZNY | 0% | 1.01% | $0.3 |
 CCJ | 0% | 0.27% | $0.09 |
 FLG | 0% | 0.57% | $0.4 |
 TXT | 0% | 0.12% | $0.08 |
 GEV | 0% | 0.15% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
BK | Ex-Dividend | Apr 21, 2025 | $0.47 |
AIR.PA | Ex-Dividend | Apr 22, 2025 | $1.04 |
CVS | Ex-Dividend | Apr 22, 2025 | $0.66 |
RACE | Ex-Dividend | Apr 22, 2025 | $3.12 |
ROP | Pay Day | Apr 22, 2025 | $0.82 |
DELL | Ex-Dividend | Apr 22, 2025 | $0.52 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
QFIN | Ex-Dividend | Apr 23, 2025 | $0.70 |
AIR.PA | Pay Day | Apr 24, 2025 | $1.04 |
MC.PA | Ex-Dividend | Apr 24, 2025 | $8.54 |
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 |
DRX.L | Ex-Dividend | Apr 24, 2025 | $0.20 |
KIE.L | Ex-Dividend | Apr 24, 2025 | $0.03 |
RY | Ex-Dividend | Apr 24, 2025 | $1.03 |
GE | Pay Day | Apr 25, 2025 | $0.36 |
TOL | Pay Day | Apr 25, 2025 | $0.25 |
NVS | Pay Day | Apr 25, 2025 | $3.99 |
BESI.NV | Ex-Dividend | Apr 25, 2025 | $2.27 |
MC.PA | Pay Day | Apr 28, 2025 | $8.54 |
CAG | Ex-Dividend | Apr 28, 2025 | $0.35 |
CPB | Pay Day | Apr 28, 2025 | $0.39 |
CE | Ex-Dividend | Apr 28, 2025 | $0.03 |
AMT | Pay Day | Apr 28, 2025 | $1.70 |
ASML | Ex-Dividend | Apr 28, 2025 | $1.92 |
CP | Pay Day | Apr 28, 2025 | $0.13 |
JD.US | Pay Day | Apr 29, 2025 | $1.00 |
LLOY.L | Pay Day | Apr 29, 2025 | $0.03 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
CALM | Ex-Dividend | Apr 30, 2025 | $3.46 |
SAN | Ex-Dividend | Apr 30, 2025 | $0.12 |
 MOMO | Pay Day | Apr 30, 2025 | $0.30 |
KMI | Ex-Dividend | Apr 30, 2025 | $0.29 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
MS | Ex-Dividend | Apr 30, 2025 | $0.92 |
ATCO-A.ST | Ex-Dividend | Apr 30, 2025 | $0.14 |
JDW.L | Ex-Dividend | Apr 30, 2025 | $0.05 |
BXP | Pay Day | Apr 30, 2025 | $0.98 |
CFG | Ex-Dividend | Apr 30, 2025 | $0.42 |
NLY | Pay Day | Apr 30, 2025 | $0.70 |
STAG | Ex-Dividend | Apr 30, 2025 | $0.12 |
AOS | Ex-Dividend | Apr 30, 2025 | $0.34 |
APLE | Ex-Dividend | Apr 30, 2025 | $0.08 |
EPR | Ex-Dividend | Apr 30, 2025 | $0.30 |
TD | Pay Day | Apr 30, 2025 | $0.73 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
CVS | Pay Day | May 1, 2025 | $0.66 |
FCX | Pay Day | May 1, 2025 | $0.15 |
BMY | Pay Day | May 1, 2025 | $0.62 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
MRVL | Pay Day | May 1, 2025 | $0.06 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
BK | Pay Day | May 2, 2025 | $0.47 |
DELL | Pay Day | May 2, 2025 | $0.52 |
BESI.NV | Pay Day | May 2, 2025 | $2.27 |
SCCO | Ex-Dividend | May 2, 2025 | $0.70 |
BN.PA | Ex-Dividend | May 5, 2025 | $2.15 |
DDS | Pay Day | May 5, 2025 | $0.25 |
UVV | Pay Day | May 5, 2025 | $0.81 |
RACE | Pay Day | May 6, 2025 | $3.12 |
ASML | Pay Day | May 6, 2025 | $1.92 |
SAN | Pay Day | May 7, 2025 | $0.12 |
BN.PA | Pay Day | May 7, 2025 | $2.15 |
LOW | Pay Day | May 7, 2025 | $1.15 |
ATCO-A.ST | Pay Day | May 7, 2025 | $0.14 |
DOM.L | Pay Day | May 7, 2025 | $0.10 |
GAW.L | Pay Day | May 7, 2025 | $1.29 |
BUD | Ex-Dividend | May 7, 2025 | $0.79 |
DE | Pay Day | May 8, 2025 | $1.62 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
KBH | 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 |
TX | Ex-Dividend | May 9, 2025 | $0.90 |
GD | Pay Day | May 9, 2025 | $1.50 |
SRP.L | Pay Day | May 9, 2025 | $0.04 |
PHP.L | Pay Day | May 9, 2025 | $0.02 |
HWM | Ex-Dividend | May 9, 2025 | $0.10 |
SAN.PA | Ex-Dividend | May 12, 2025 | $4.26 |
NUE | Pay Day | May 12, 2025 | $0.55 |
CE | Pay Day | May 12, 2025 | $0.03 |
TXN | Pay Day | May 13, 2025 | $1.36 |
TX | Pay Day | May 14, 2025 | $0.90 |
SAP.DE | Ex-Dividend | May 14, 2025 | $2.35 |
SAN.PA | Pay Day | May 14, 2025 | $4.26 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
WEC | Ex-Dividend | May 14, 2025 | $0.89 |
RTO.L | Pay Day | May 14, 2025 | $0.08 |
CFG | Pay Day | May 14, 2025 | $0.42 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
CL | Pay Day | May 15, 2025 | $0.52 |
CALM | Pay Day | May 15, 2025 | $3.46 |
ACN | Pay Day | May 15, 2025 | $1.48 |
ABBV | Pay Day | May 15, 2025 | $1.64 |
TJX | Ex-Dividend | May 15, 2025 | $0.42 |
KMI | Pay Day | May 15, 2025 | $0.29 |
HRL | Pay Day | May 15, 2025 | $0.29 |
MS | Pay Day | May 15, 2025 | $0.92 |
TSCO.L | Ex-Dividend | May 15, 2025 | $0.12 |
SXS.L | Ex-Dividend | May 15, 2025 | $0.71 |
O | Pay Day | May 15, 2025 | $0.27 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
STAG | Pay Day | May 15, 2025 | $0.12 |
AOS | Pay Day | May 15, 2025 | $0.34 |
APLE | Pay Day | May 15, 2025 | $0.08 |
EPR | Pay Day | May 15, 2025 | $0.30 |
IHG | Pay Day | May 15, 2025 | $1.14 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
AMGN | Ex-Dividend | May 16, 2025 | $2.38 |
SAP.DE | Pay Day | May 16, 2025 | $2.35 |
ADS.DE | Ex-Dividend | May 16, 2025 | $2.19 |
COST | Pay Day | May 16, 2025 | $1.30 |
SHW | Ex-Dividend | May 16, 2025 | $0.79 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
DRX.L | Pay Day | May 16, 2025 | $0.20 |
MONY.L | Pay Day | May 16, 2025 | $0.12 |
GEV | Pay Day | May 16, 2025 | $0.25 |
ROK | Ex-Dividend | May 19, 2025 | $1.31 |
STAN.L | Pay Day | May 19, 2025 | $0.28 |
SCCO | Pay Day | May 19, 2025 | $0.70 |
CAT | Pay Day | May 20, 2025 | $1.41 |
ADS.DE | Pay Day | May 20, 2025 | $2.19 |
LSEG.L | Pay Day | May 21, 2025 | $1.13 |
EMG.L | Pay Day | May 21, 2025 | $0.12 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
ITV.L | Pay Day | May 22, 2025 | $0.04 |
BWY.L | Ex-Dividend | May 22, 2025 | $0.27 |
KBH | Pay Day | May 22, 2025 | $0.25 |
DB | Ex-Dividend | May 23, 2025 | $0.71 |
RY | Pay Day | May 23, 2025 | $1.03 |
WSM | Pay Day | May 24, 2025 | $0.66 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WMT | Pay Day | May 27, 2025 | $0.24 |
DB | Pay Day | May 27, 2025 | $0.71 |
01128.HK | Ex-Dividend | May 27, 2025 | $0.02 |
HWM | Pay Day | May 27, 2025 | $0.10 |
CAG | Pay Day | May 29, 2025 | $0.35 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
TSN | Ex-Dividend | May 30, 2025 | $0.50 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
JDW.L | Pay Day | May 30, 2025 | $0.05 |
IBKR | Ex-Dividend | May 30, 2025 | $0.32 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
WEC | Pay Day | Jun 1, 2025 | $0.89 |
KIE.L | Pay Day | Jun 2, 2025 | $0.03 |
QFIN | Pay Day | Jun 2, 2025 | $0.70 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
TJX | Pay Day | Jun 5, 2025 | $0.42 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
SBRY.L | Ex-Dividend | Jun 5, 2025 | $0.13 |
CCC.L | Ex-Dividend | Jun 5, 2025 | $0.62 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
SHW | Pay Day | Jun 6, 2025 | $0.79 |
BUD | Pay Day | Jun 6, 2025 | $0.79 |
TT | Ex-Dividend | Jun 6, 2025 | $0.94 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
ROK | Pay Day | Jun 10, 2025 | $1.31 |
01128.HK | Pay Day | Jun 11, 2025 | $0.02 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSN | Pay Day | Jun 13, 2025 | $0.50 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
GRMN | Ex-Dividend | Jun 16, 2025 | $0.90 |
IWM | Pay Day | Jun 17, 2025 | $0.56 |
PSN.L | Ex-Dividend | Jun 19, 2025 | $0.52 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
SXS.L | Pay Day | Jun 27, 2025 | $0.71 |
GRMN | Pay Day | Jun 27, 2025 | $0.90 |
TT | Pay Day | Jun 30, 2025 | $0.94 |
REXR | Ex-Dividend | Jun 30, 2025 | $0.43 |
BWY.L | Pay Day | Jul 1, 2025 | $0.27 |
NXT.L | Ex-Dividend | Jul 3, 2025 | $2.04 |
CCC.L | Pay Day | Jul 4, 2025 | $0.62 |
PLUS.L | Pay Day | Jul 9, 2025 | $0.40 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
PSN.L | Pay Day | Jul 11, 2025 | $0.52 |
SBRY.L | Pay Day | Jul 11, 2025 | $0.13 |
REXR | Pay Day | Jul 15, 2025 | $0.43 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
NXT.L | Pay Day | Aug 1, 2025 | $2.04 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
Performance Metrics
Score 2.2/10
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-18.58
-18.58
-19
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.02
0.02
0
0.5
1
1.5
1.5
Sortino Ratio
0.02
0.02
0
1
2
3
3
Jensen's Alpha
-18.58
-18.58
-19
0
2
4.5
4.5
Omega Ratio
0.78
0.78
0
1
1.5
2.5
2.5
Treynor Ratio
0.04
0.04
0
0.75
1.25
2
2
Information Ratio
-0.26
-0.26
-1
0.3
0.6
1
1
Calmar Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.75
High:
BIP
2,607.48BIPLow:
SDZNY
-22,355.56SDZNYDetails
PEG Ratio
119.18
High:
DLO
6,671.29DLOLow:
ZS
-2,177.77ZSDetails
Price/Book
7.25
High:
CL
366.04CLLow:
WIX
-113.77WIXDetails
Price/Sales
5.72
High:
JOBY
31,736.01JOBYLow:
ACHR
-ACHRDetails
Price/CF
22.26
High:
TTWO
18,296.3TTWOLow:
ATADL.L
0.14ATADL.LDetails
Price/FCF
45.84
High:
CME
6,797.92CMELow:ATADL.L
0.53ATADL.LDetails
P/E Ratio
28.75
High:BIP
2,607.48BIPLow:SDZNY
-22,355.56SDZNYDetails
PEG Ratio
119.18
High:DLO
6,671.29DLOLow:ZS
-2,177.77ZSDetails
Price/Book
7.25
High:CL
366.04CLLow:WIX
-113.77WIXDetails
Price/Sales
5.72
High:JOBY
31,736.01JOBYLow:ACHR
-ACHRDetails
Price/CF
22.26
High:TTWO
18,296.3TTWOLow:ATADL.L
0.14ATADL.LDetails
Price/FCF
45.84
High:CME
6,797.92CMELow:ATADL.L
0.53ATADL.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.73% | Dec 2017 | - | 89 |
-34.41% | May 2016 | May 2017 | 12 |
-5.02% | Sep 2017 | Oct 2017 | 1 |