Loading...
-0.51%
Today
-0.51%
This Month
+8.59%
Year To Date
+66.88%
2 Years
+61.09%
5 Years
-6.62%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.73%
- 💰 Finance15.02%
- 🪙 Cryptocurrencies12.59%
- 💻 Electronic Technology11.68%
- 🛍️ Retail Trade5.08%
- 💇♀️ Consumer Services4.39%
- 📊 ETFs4.32%
- 🚗 Consumer Durables3.12%
- 💼 Commercial Services2.75%
- 🍞 Consumer Non Durables2.63%
- 🛠️ Producer Manufacturing2.49%
- 🧬 Health Technology1.74%
- 🚚 Transportation1.48%
- 🪨 Non Energy Minerals1.22%
- 🧪 Process Industries1.04%
- ⚡ Utilities0.89%
- ⛏️ Energy Minerals0.82%
- 📈 Indexes0.73%
- 📡 Communications0.61%
- 🏭 Industrial Services0.38%
- 📦 Distribution Services0.16%
- 🧩 Miscellaneous0.09%
- 💵 Cash0.05%
- 🏥 Health Services0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq51.32%
- 🇺🇸 NYSE27.51%
- 🌍 Digital Currency12.59%
- 🇬🇧 LSE4.42%
- 🇭🇰 Hong Kong Exchanges0.9%
- 🇫🇷 Euronext Paris0.74%
- 🌍 CFD0.73%
- 🇩🇪 FRA0.7%
- 🇨🇭 SIX0.42%
- 🌍 Extended Hours Trading0.2%
- 🇸🇪 Stockholm Stock Exchange0.16%
- 🇩🇰 Copenhagen Stock Exchange0.1%
- 🇪🇸 Bolsa De Madrid0.08%
- 🇳🇱 Euronext Amsterdam0.07%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.08%
- 🇬🇧 United Kingdom4.02%
- 🇨🇳 China1.29%
- 🇩🇪 Germany0.82%
- 🇫🇷 France0.74%
- 🇮🇱 Israel0.71%
- 🇨🇦 Canada0.7%
- 🇮🇪 Ireland0.7%
- 🇨🇭 Switzerland0.67%
- 🇱🇺 Luxembourg0.43%
- 🇳🇱 Netherlands0.36%
- 🇧🇲 Bermuda0.24%
- 🇪🇸 Spain0.18%
- 🇸🇪 Sweden0.17%
- 🇹🇼 Taiwan0.15%
- 🇯🇵 Japan0.12%
- 🇺🇾 Uruguay0.12%
- 🇮🇹 Italy0.12%
- 🇩🇰 Denmark0.1%
- 🇦🇷 Argentina0.09%
- 🇮🇳 India0.07%
- 🇰🇾 Cayman Islands0.07%
- 🇧🇪 Belgium0.06%
- 🇭🇰 Hong Kong0.04%
- 🇧🇷 Brazil0.03%
- 🇨🇱 Chile0.03%
- 🇬🇷 Greece0.03%
- 🇷🇺 Russia0.03%
- 🇲🇽 Mexico0.03%
- 🇦🇺 Australia0.03%
Dividends
Dividend Yield
0.92%
343 out of 610 instruments pay dividend.
60 dividend payments in the next 30 days.
Highest Dividend: $OGZDL.L (67.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEP | 0.18% | 35.93% | $4 |
 MSFT | 0.02% | 0.76% | $3 |
 IWM | 0.02% | 1.23% | - |
 BRBY.L | 0.01% | 5.12% | $0.61 |
 VICI | 0.01% | 5.69% | $1.66 |
 ABR | 0.01% | 12.85% | $1.72 |
 META | 0.01% | 0.29% | $1 |
 PLUS.L | 0.01% | 5.34% | $1.33 |
 1288.HK | 0.01% | 5.91% | $0.25 |
 NEP | 0.01% | 34.11% | $3.49 |
 VZ | 0.01% | 6.82% | $2.66 |
 OGZDL.L | 0.01% | 67.74% | - |
 CALM | 0.01% | 3.96% | $1.87 |
 AVGO | 0.01% | 0.98% | $19.7 |
 WBA | 0.01% | 9.73% | $1.46 |
 LGEN.L | 0.01% | 8.52% | $0.2 |
 GFRD.L | 0.01% | 4.2% | $0.12 |
 QQQ | 0.01% | 0.64% | - |
 STWD | 0.01% | 9.92% | $1.92 |
 EPR | 0.01% | 7.38% | $3.34 |
 RIO.L | 0.01% | 6.91% | $3.41 |
 BX | 0.01% | 2.23% | $3.36 |
 TNL | 0.01% | 3.68% | $1.9 |
 O | 0.01% | 5.73% | $3.09 |
 SPG | 0.01% | 4.66% | $7.75 |
 V | 0.01% | 0.65% | $2.01 |
 MC.PA | 0% | 1.85% | $13 |
 UVV | 0% | 6.08% | $3.21 |
 IGG.L | 0% | 4.57% | $0.46 |
 T | 0% | 4.68% | $1.11 |
 PM | 0% | 4.07% | $5.2 |
 TW.L | 0% | 8.01% | $0.1 |
 LIO.L | 0% | 16.01% | $0.72 |
 AMGN | 0% | 3.2% | $8.76 |
 NLY | 0% | 12.74% | $2.6 |
 VANQ.L | 0% | 11.49% | $0.06 |
 CME | 0% | 4.4% | $9.75 |
 TEO | 0% | 4.53% | - |
 PFE | 0% | 6.37% | $1.66 |
 H | 0% | 0.38% | $0.6 |
 GOOG | 0% | 0.29% | $0.2 |
 RYAAY | 0% | 1.8% | $0.93 |
 TSCO.L | 0% | 3.36% | $0.12 |
 PHP.L | 0% | 7.41% | $0.06 |
 IBM | 0% | 2.61% | $6.65 |
 GAW.L | 0% | 3.62% | $5.5 |
 RY | 0% | 3.35% | $4.03 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 VOW3.DE | 0% | 9.21% | $9.06 |
 HST | 0% | 4.79% | $0.78 |
 DTE.DE | 0% | 2.38% | $0.77 |
 BDN | 0% | 10.93% | $0.6 |
 WFC | 0% | 1.97% | $1.4 |
 CVX | 0% | 4.37% | $6.28 |
 VALE | 0% | 9.88% | $1.33 |
 MS | 0% | 2.62% | $3.4 |
 JPM | 0% | 1.8% | $4.4 |
 TD | 0% | 5.17% | $2.93 |
 EVRG | 0% | 4.04% | $2.54 |
 GILD | 0% | 3.17% | $3.04 |
 FRT | 0% | 4.03% | $4.36 |
 SAN.PA | 0% | 3.61% | $3.76 |
 CAG | 0% | 5.41% | $1.4 |
 INTC | 0% | 2.57% | $0.5 |
 CFG | 0% | 3.53% | $1.68 |
 SSE.L | 0% | 3.75% | $0.6 |
 NVS | 0% | 3.05% | $3.2 |
 VOD | 0% | 8.15% | $0.94 |
 SIE.DE | 0% | 2.52% | $4.7 |
 BYG.L | 0% | 4.76% | $0.45 |
 823.HK | 0% | 8.36% | $2.63 |
 KMB | 0% | 3.79% | $4.8 |
 HPQ | 0% | 3.48% | $1.1 |
 CMCX | 0% | 4.65% | $0.05 |
 WEC | 0% | 3.42% | $3.23 |
 IRM | 0% | 2.69% | $2.6 |
 BK | 0% | 2.13% | $1.68 |
 BAC | 0% | 2.2% | $0.96 |
 SAN | 0% | 2.95% | $0.13 |
 EXR | 0% | 4.21% | $6.48 |
 KSS | 0% | 15.14% | $2 |
 PSA | 0% | 4.02% | $12 |
 DLR | 0% | 2.98% | $4.88 |
 X | 0% | 0.54% | $0.2 |
 WSM | 0% | 1.08% | $3.83 |
 D | 0% | 4.8% | $2.67 |
 HUSQB.ST | 0% | 5.05% | $3 |
 KO | 0% | 3.06% | $1.89 |
 ULVR.L | 0% | 3.17% | $1.47 |
 WMB | 0% | 3.47% | $1.85 |
 BBOX.L | 0% | 5.16% | $0.07 |
 VTR | 0% | 2.98% | $1.8 |
 ROSNL.L | 0% | 21.42% | - |
 WTB.L | 0% | 3.53% | $0.97 |
 TKA.DE | 0% | 3.11% | $0.15 |
 BXP | 0% | 5.36% | $3.92 |
 EXC | 0% | 3.8% | $1.48 |
 CVS | 0% | 4.71% | $2.54 |
 KMI | 0% | 4.18% | $1.14 |
 TX | 0% | 10.33% | $3.3 |
 DB | 0% | 2.39% | $0.49 |
 EG | 0% | 2.23% | $7.25 |
 CPB | 0% | 3.87% | $1.48 |
 SWKS | 0% | 3.11% | $2.72 |
 GSL | 0% | 7.65% | $1.5 |
 LRCX | 0% | 1.06% | $8 |
 ROG.ZU | 0% | 3.39% | $9.6 |
 F | 0% | 7.74% | $0.78 |
 PLD | 0% | 3.22% | $3.66 |
 BLK | 0% | 1.91% | $20.2 |
 DOM.L | 0% | 3.56% | $0.11 |
 0968.HK | 0% | 7.89% | $0.23 |
 JNJ | 0% | 3.26% | $4.81 |
 STX.US | 0% | 2.95% | $2.8 |
 IP | 0% | 3.33% | $1.85 |
 RIO | 0% | 7.18% | $4.34 |
 KRO | 0% | 5.01% | $0.76 |
 CSCO | 0% | 2.64% | $1.58 |
 IVV | 0% | 1.41% | - |
 MTH | 0% | 1.93% | $2.04 |
 KBH | 0% | 1.49% | $0.85 |
 GS | 0% | 1.83% | $11 |
 CCOI | 0% | 5.2% | $3.84 |
 NTRS | 0% | 2.67% | $3 |
 ITV.L | 0% | 6.75% | $0.05 |
 ASML | 0% | 0.77% | $5.57 |
 JMAT.L | 0% | 5.42% | $0.77 |
 DVN | 0% | 4.25% | $2.05 |
 APLE | 0% | 6.22% | $0.96 |
 DE | 0% | 1.27% | $5.76 |
 GLW | 0% | 2.15% | $1.12 |
 NESN.ZU | 0% | 3.86% | $3 |
 WMT.EXT | 0% | 2.33% | $2.28 |
 EMN | 0% | 3.27% | $3.22 |
 TEF.MC | 0% | 6.17% | $0.24 |
 ITW | 0% | 2.24% | $5.6 |
 CCC.L | 0% | 3.02% | $0.68 |
 EBAY | 0% | 1.6% | $1.04 |
 01128.HK | 0% | 2.65% | $0.08 |
 STAN.L | 0% | 2.19% | $0.22 |
 LAND.L | 0% | 6.9% | $0.4 |
 LUV | 0% | 2.34% | $0.72 |
 AAPL | 0% | 0.53% | $0.97 |
 MAIN | 0% | 4.84% | $2.85 |
 EMG.L | 0% | 5.97% | $0.13 |
 OC | 0% | 1.35% | $2.24 |
 TSCO | 0% | 1.62% | $4.26 |
 UNP | 0% | 2.13% | $5.2 |
 LOW | 0% | 1.75% | $4.45 |
 HRL | 0% | 3.79% | $1.12 |
 RL | 0% | 1.29% | $3.08 |
 CL | 0% | 2.31% | $1.96 |
 HAS | 0% | 3.63% | $2.8 |
 TOL | 0% | 0.68% | $0.86 |
 ESNT | 0% | 1.92% | $1.06 |
 PSN.L | 0% | 4.76% | $0.6 |
 0700.HK | 0% | 0.85% | $3.4 |
 SW | 0% | 2.34% | $1.18 |
 JWN | 0% | 3.14% | $0.76 |
 LLOY.L | 0% | 4.67% | $0.03 |
 BMY | 0% | 4.11% | $2.34 |
 RMS.PA | 0% | 0.92% | $25 |
 BIP | 0% | 5.01% | $0.41 |
 MCHI | 0% | 3.68% | - |
 PCAR | 0% | 1.11% | $1.11 |
 CAKE | 0% | 1.92% | $1.08 |
 BN.PA | 0% | 3.12% | $2.1 |
 IBKR | 0% | 0.46% | $0.55 |
 CTY.L | 0% | 4.39% | $0.19 |
 HON | 0% | 1.95% | $4.27 |
 BHP.L | 0% | 5.84% | $1.26 |
 SBRY.L | 0% | 5.15% | $0.13 |
 FDX | 0% | 2.04% | $5.16 |
 MAR | 0% | 0.83% | $2.19 |
 ROK | 0% | 1.82% | $5 |
 K | 0% | 2.77% | $2.28 |
 AOS | 0% | 1.96% | $1.26 |
 MONY.L | 0% | 6.31% | $0.12 |
 APH | 0% | 0.85% | $0.44 |
 QCOM | 0% | 1.97% | $3.25 |
 BKNG | 0% | 0.74% | $17.5 |
 MRL.MC | 0% | 3.05% | $0.36 |
 REXR | 0% | 4.11% | $1.6 |
 JD.US | 0% | 1.82% | $0.74 |
 TPR | 0% | 1.92% | $1.4 |
 TSM | 0% | 0.93% | $1.74 |
 DHL.DE | 0% | 5.33% | $1.85 |
 FCX | 0% | 1.67% | $0.6 |
 BOH | 0% | 3.76% | $2.8 |
 GRMN | 0% | 1.38% | $3.71 |
 WMT | 0% | 0.85% | $0.81 |
 OKE | 0% | 4.12% | $3.89 |
 ABBV | 0% | 3.42% | $6.06 |
 BBY | 0% | 4.38% | $3.72 |
 RCO.PA | 0% | 3.63% | $2 |
 EEM | 0% | 3.41% | - |
 VONG | 0% | 0.52% | - |
 KIE.L | 0% | 3.43% | $0.02 |
 9618.HK | 0% | 1.9% | $2.97 |
 AMT | 0% | 3.5% | $6.56 |
 DRX.L | 0% | 3.93% | $0.23 |
 TROX | 0% | 4.87% | $0.5 |
 PSX | 0% | 3.82% | $4.3 |
 BESI.NV | 0% | 1.72% | $2.15 |
 SQM | 0% | 3.45% | $1.36 |
 XOM | 0% | 3.59% | $3.76 |
 SCHW | 0% | 1.23% | $1 |
 QSR | 0% | 3.85% | $2.26 |
 SMG | 0% | 3.72% | $2.64 |
 NEE | 0% | 2.88% | $1.97 |
 VST | 0% | 0.52% | $0.85 |
 WELL | 0% | 1.88% | $2.44 |
 SRP.L | 0% | 2.33% | $0.03 |
 TXN | 0% | 2.88% | $5.14 |
 RS | 0% | 1.52% | $4.2 |
 TAP | 0% | 3.21% | $1.7 |
 AGRO | 0% | 3.52% | $0.33 |
 TATE.L | 0% | 2.93% | $0.19 |
 BCS | 0% | 2.79% | $0.39 |
 MDT.US | 0% | 3.07% | $2.77 |
 SO | 0% | 3.43% | $2.82 |
 IHG | 0% | 1.14% | $1.49 |
 DKS | 0% | 1.83% | $4.2 |
 ROST | 0% | 0.98% | $1.41 |
 TGT | 0% | 3.23% | $4.42 |
 SBUX | 0% | 2.19% | $2.24 |
 QFIN | 0% | 2.91% | $1.06 |
 MA | 0% | 0.49% | $2.46 |
 CCEP | 0% | 2.71% | $2.02 |
 BAM | 0% | 2.57% | $1.41 |
 DGE.L | 0% | 3.31% | $0.81 |
 LEG | 0% | 5.78% | $1.43 |
 ETN | 0% | 1.15% | $3.6 |
 MRK | 0% | 3.2% | $3.04 |
 OTB.L | 0% | 1.16% | $0.01 |
 TSN | 0% | 3.51% | $1.96 |
 NTES | 0% | 2.37% | $2.58 |
 NTDOY | 0% | 1.08% | $0.24 |
 EMR | 0% | 1.62% | $2.1 |
 MCD | 0% | 2.35% | $6.53 |
 LOGN.ZU | 0% | 1.27% | $1.06 |
 LMT | 0% | 2.79% | $12.45 |
 DBK.DE | 0% | 2.38% | $0.45 |
 TJX | 0% | 1.2% | $1.42 |
 NWL | 0% | 2.81% | $0.28 |
 VOO | 0% | 1.26% | - |
 NXT.L | 0% | 2.17% | $2.07 |
 URI | 0% | 0.88% | $6.22 |
 HE | 0% | 3.61% | $1.43 |
 MET | 0% | 2.52% | $2.11 |
 JDW.L | 0% | 1.91% | - |
 DIS | 0% | 0.88% | $0.75 |
 RHM.DE | 0% | 0.76% | $5.7 |
 BBWI | 0% | 2.13% | $0.8 |
 AIR.PA | 0% | 1.08% | $1.8 |
 RTO.L | 0% | 2.28% | $0.09 |
 PAYC | 0% | 0.72% | $1.5 |
 GPN | 0% | 0.89% | $1 |
 CINF | 0% | 2.36% | $3.12 |
 ABF.L | 0% | 2.83% | $0.54 |
 BUD | 0% | 1.32% | $0.65 |
 AXP | 0% | 0.88% | $2.6 |
 RACE | 0% | 0.64% | $2.64 |
 GD | 0% | 2.21% | $5.48 |
 ROCKB.CO | 0% | 1.67% | $43 |
 COST | 0% | 0.47% | $19.22 |
 CAT | 0% | 1.49% | $5.31 |
 CRM | 0% | 0.47% | $0.4 |
 ST | 0% | 1.77% | $0.48 |
 TT | 0% | 0.93% | $3.27 |
 BWY.L | 0% | 2.07% | $1.11 |
 HDB | 0% | 0.98% | $0.6 |
 SHOO | 0% | 2.05% | $0.84 |
 SHW | 0% | 0.77% | $2.64 |
 NKE | 0% | 1.96% | $1.45 |
 SCCO | 0% | 2.17% | $3.76 |
 LSEG.L | 0% | 1% | $1.15 |
 RSG | 0% | 1.03% | $2.14 |
 EQIX | 0% | 1.87% | $16.19 |
 WYNN | 0% | 1.15% | $1 |
 LLY | 0% | 0.67% | $4.86 |
 NUE | 0% | 1.69% | $2.13 |
 COF | 0% | 1.18% | $2.4 |
 PATK | 0% | 1.54% | $2.1 |
 AMAT | 0% | 0.89% | $1.44 |
 NOC | 0% | 1.65% | $7.67 |
 QQ.L | 0% | 2.28% | $0.08 |
 EL | 0% | 2.79% | $2.64 |
 01211.HK | 0% | 1.25% | $3.41 |
 ROP | 0% | 0.53% | $2.93 |
 MU | 0% | 0.5% | $0.46 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 CWH | 0% | 2.17% | $0.5 |
 DELL | 0% | 1.72% | $1.63 |
 ACN | 0% | 1.44% | $4.99 |
 WH | 0% | 1.45% | $1.46 |
 TXRH | 0% | 1.35% | $2.32 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 WM | 0% | 1.36% | $2.9 |
 ATCO-A.ST | 0% | 1.56% | $2.8 |
 MKS.L | 0% | 0.9% | $0.03 |
 SAP.DE | 0% | 0.82% | $2.2 |
 STE | 0% | 1.01% | $2.08 |
 SPGI | 0% | 0.71% | $3.62 |
 MRVL | 0% | 0.21% | $0.24 |
 PHM | 0% | 0.72% | $0.76 |
 BABA | 0% | 0.99% | $0.98 |
 CTVA | 0% | 1.03% | $0.64 |
 TEX | 0% | 1.41% | $0.68 |
 ZWS | 0% | 0.86% | $0.31 |
 DAL | 0% | 0.74% | $0.3 |
 AMKR | 0% | 1.3% | $0.31 |
 ALB | 0% | 1.91% | $1.6 |
 L | 0% | 0.29% | $0.25 |
 RCL | 0% | 0.36% | - |
 IDS.L | 0% | 0.55% | $0.02 |
 LDOS | 0% | 1.08% | $1.5 |
 EZJ.L | 0% | 0.88% | $0.05 |
 GE | 0% | 0.55% | $0.44 |
 ORCL | 0% | 0.94% | $1.6 |
 ATKR | 0% | 1.57% | $0.64 |
 DHI | 0% | 0.99% | $1.15 |
 CP | 0% | 0.66% | $0.56 |
 INTU | 0% | 0.65% | $3.6 |
 WAB | 0% | 0.38% | $0.74 |
 MOG.A | 0% | 0.62% | $1.1 |
 HLT | 0% | 0.23% | $0.6 |
 UI | 0% | 0.59% | $2.4 |
 BN.US | 0% | 0.53% | $0.3 |
 WWD | 0% | 0.54% | $0.94 |
 SONY | 0% | 0.41% | $0.49 |
 IWF | 0% | 0.42% | - |
 FLG | 0% | 1.69% | $0.4 |
 PEB | 0% | 0.3% | $0.04 |
 NVDA | 0% | 0.03% | $0.02 |
 DDS | 0% | 0.21% | $1 |
 KLG | 0% | 3.86% | $0.48 |
 HWM | 0% | 0.24% | $0.19 |
 ADS.DE | 0% | 0.28% | $0.7 |
 CCJ | 0% | 0.24% | $0.09 |
 SDZNY | 0% | 0.62% | $0.3 |
 TXT | 0% | 0.1% | $0.08 |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
KMI | Ex-Dividend | Feb 3 | $0.29 |
BMY | Pay Day | Feb 3 | $0.62 |
OKE | Ex-Dividend | Feb 3 | $1.03 |
DDS | Pay Day | Feb 3 | $0.25 |
AMT | Pay Day | Feb 3 | $1.62 |
O | Ex-Dividend | Feb 3 | $0.26 |
UVV | Pay Day | Feb 3 | $0.81 |
MET | Ex-Dividend | Feb 4 | $0.55 |
JMAT.L | Pay Day | Feb 4 | $0.28 |
LOW | Pay Day | Feb 5 | $1.15 |
KBH | Ex-Dividend | Feb 6 | $0.25 |
MA | Pay Day | Feb 7 | $0.76 |
VOD | Pay Day | Feb 7 | $0.24 |
COST | Ex-Dividend | Feb 7 | $1.16 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
GD | Pay Day | Feb 7 | $1.42 |
BK | Pay Day | Feb 7 | $0.47 |
DHI | Ex-Dividend | Feb 7 | $0.40 |
MAIN | Ex-Dividend | Feb 7 | $0.25 |
HWM | Ex-Dividend | Feb 7 | $0.10 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
DE | Pay Day | Feb 10 | $1.62 |
X | Ex-Dividend | Feb 10 | $0.05 |
BX | Ex-Dividend | Feb 10 | $1.44 |
V | Ex-Dividend | Feb 11 | $0.59 |
NUE | Pay Day | Feb 11 | $0.55 |
TXN | Pay Day | Feb 11 | $1.36 |
SCCO | Ex-Dividend | Feb 11 | $0.70 |
XOM | Ex-Dividend | Feb 12 | $0.99 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
PCAR | Ex-Dividend | Feb 12 | $0.33 |
URI | Ex-Dividend | Feb 12 | $1.79 |
ST | Ex-Dividend | Feb 12 | $0.12 |
AAPL | Pay Day | Feb 13 | $0.25 |
CALM | Pay Day | Feb 13 | $1.49 |
TJX | Ex-Dividend | Feb 13 | $0.38 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ACN | Pay Day | Feb 14 | $1.48 |
ABBV | Pay Day | Feb 14 | $1.64 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
OKE | Pay Day | Feb 14 | $1.03 |
DHI | Pay Day | Feb 14 | $0.40 |
SCHW | Ex-Dividend | Feb 14 | $0.27 |
WEC | Ex-Dividend | Feb 14 | $0.89 |
MS | Pay Day | Feb 14 | $0.92 |
O | Pay Day | Feb 14 | $0.26 |
CFG | Pay Day | Feb 14 | $0.42 |
SW | Ex-Dividend | Feb 14 | $0.43 |
MAIN | Pay Day | Feb 14 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
SO | Ex-Dividend | Feb 18 | $0.72 |
KMI | Pay Day | Feb 18 | $0.29 |
HRL | Pay Day | Feb 18 | $0.29 |
BX | Pay Day | Feb 18 | $1.44 |
AOS | Pay Day | Feb 18 | $0.34 |
APLE | Pay Day | Feb 18 | $0.08 |
EPR | Pay Day | Feb 18 | $0.28 |
ATKR | Ex-Dividend | Feb 18 | $0.32 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
CAT | Pay Day | Feb 20 | $1.41 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
EZJ.L | Ex-Dividend | Feb 20 | $0.15 |
 DOYU | Pay Day | Feb 20 | $9.94 |
STE | Ex-Dividend | Feb 20 | $0.57 |
KBH | Pay Day | Feb 20 | $0.25 |
ZWS | Ex-Dividend | Feb 20 | $0.09 |
SMG | Ex-Dividend | Feb 21 | $0.66 |
COST | Pay Day | Feb 21 | $1.16 |
WSM | Pay Day | Feb 21 | $0.57 |
PHP.L | Pay Day | Feb 21 | $0.02 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
IP | Ex-Dividend | Feb 24 | $0.46 |
RY | Pay Day | Feb 24 | $1.05 |
HWM | Pay Day | Feb 25 | $0.10 |
URI | Pay Day | Feb 26 | $1.79 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
ST | Pay Day | Feb 26 | $0.12 |
CAG | Pay Day | Feb 27 | $0.35 |
SSE.L | Pay Day | Feb 27 | $0.27 |
SCCO | Pay Day | Feb 27 | $0.70 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
TSN | Ex-Dividend | Feb 28 | $0.50 |
D | Ex-Dividend | Feb 28 | $0.67 |
SCHW | Pay Day | Feb 28 | $0.27 |
BOH | Ex-Dividend | Feb 28 | $0.70 |
GAW.L | Pay Day | Feb 28 | $1.89 |
IBKR | Ex-Dividend | Feb 28 | $0.25 |
BIP | Ex-Dividend | Feb 28 | $0.43 |
ATKR | Pay Day | Feb 28 | $0.32 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC | Pay Day | Mar 1 | $0.40 |
WEC | Pay Day | Mar 1 | $0.89 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
IGG.L | Pay Day | Mar 3 | $0.17 |
CTVA | Ex-Dividend | Mar 3 | $0.17 |
JNJ | Pay Day | Mar 4 | $1.24 |
OTB.L | Pay Day | Mar 4 | $0.03 |
PCAR | Pay Day | Mar 5 | $0.33 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
TJX | Pay Day | Mar 6 | $0.38 |
SO | Pay Day | Mar 6 | $0.72 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
SMG | Pay Day | Mar 7 | $0.66 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
ZWS | Pay Day | Mar 7 | $0.09 |
FLG | Ex-Dividend | Mar 7 | $0.01 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM | Pay Day | Mar 10 | $1.67 |
XOM | Pay Day | Mar 10 | $0.99 |
LLY | Pay Day | Mar 10 | $1.50 |
MET | Pay Day | Mar 11 | $0.55 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
X | Pay Day | Mar 12 | $0.05 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
WMB | Ex-Dividend | Mar 14 | $0.50 |
TSN | Pay Day | Mar 14 | $0.50 |
NTRS | Ex-Dividend | Mar 14 | $0.75 |
BOH | Pay Day | Mar 14 | $0.70 |
GRMN | Ex-Dividend | Mar 14 | $0.75 |
IBKR | Pay Day | Mar 14 | $0.25 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
IP | Pay Day | Mar 17 | $0.46 |
CTVA | Pay Day | Mar 17 | $0.17 |
FLG | Pay Day | Mar 17 | $0.01 |
APH | Ex-Dividend | Mar 18 | $0.16 |
SW | Pay Day | Mar 18 | $0.43 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
D | Pay Day | Mar 20 | $0.67 |
EZJ.L | Pay Day | Mar 21 | $0.15 |
STE | Pay Day | Mar 21 | $0.57 |
BLK | Pay Day | Mar 24 | $5.21 |
CINF | Ex-Dividend | Mar 24 | $0.87 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
GRMN | Pay Day | Mar 28 | $0.75 |
CP | Ex-Dividend | Mar 28 | $0.13 |
WMB | Pay Day | Mar 31 | $0.50 |
BIP | Pay Day | Mar 31 | $0.43 |
NTRS | Pay Day | Apr 1 | $0.75 |
HPQ | Pay Day | Apr 2 | $0.29 |
KMB | Pay Day | Apr 2 | $1.26 |
MRK | Pay Day | Apr 7 | $0.81 |
APH | Pay Day | Apr 9 | $0.16 |
TSM | Pay Day | Apr 10 | $0.69 |
CINF | Pay Day | Apr 15 | $0.87 |
CP | Pay Day | Apr 28 | $0.13 |
ATCO-A.ST | Ex-Dividend | Apr 30 | $0.14 |
ATCO-A.ST | Pay Day | May 7 | $0.14 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.3/10
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-18.02
-18.02
-19
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
1.96
1.96
0
0.8
1.2
0
2
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.11
0.11
0
1
2
3
3
Jensen's Alpha
-18.02
-18.02
-19
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.16
0.16
0
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-88.73% | Dec 2017 | - | 86 |
-34.41% | May 2016 | May 2017 | 12 |
-5.02% | Sep 2017 | Oct 2017 | 1 |