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+0.72%
This Month
+14.44%
Year To Date
+46.22%
2 Years
+46.76%
5 Years
+46.76%
10 Years
+13.64%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.36%
- 💰 Finance21.19%
- 💻 Electronic Technology9.94%
- 🍞 Consumer Non Durables8.89%
- 🛠️ Producer Manufacturing7.03%
- 🛍️ Retail Trade4.53%
- 🧬 Health Technology4.45%
- 🚗 Consumer Durables4.03%
- ⚡ Utilities3.24%
- ⛏️ Energy Minerals3.18%
- 📡 Communications2.28%
- 🪨 Non Energy Minerals1.96%
- 🏭 Industrial Services1.73%
- 🏥 Health Services1.57%
- 🧪 Process Industries1.25%
- 💼 Commercial Services1.22%
- 🚚 Transportation0.8%
- 💇♀️ Consumer Services0.49%
- 📦 Distribution Services0.38%
- ❓ Other0.22%
- 🧩 Miscellaneous0.17%
- 📊 ETFs0.1%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq38.58%
- 🇺🇸 NYSE38.26%
- 🇩🇪 FRA11.79%
- 🇬🇧 LSE4.47%
- 🇩🇰 Copenhagen Stock Exchange1.94%
- 🇦🇺 Sydney1.31%
- 🇭🇰 Hong Kong Exchanges0.82%
- 🇨🇭 SIX0.81%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇳🇱 Euronext Amsterdam0.31%
- 🇫🇷 Euronext Paris0.27%
- 🇮🇹 Borsa Italiana0.26%
- 🇧🇪 Euronext Brussels0.21%
- 🇸🇦 Tadawul0.15%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇮 Helsinki Stock Exchange0.1%
- LSE_AIM0.09%
- 🇺🇸 Chicago Board Options Exchange0.09%
- 🇵🇹 Euronext Lisbon0.02%
- 🇸🇪 Stockholm Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States72.18%
- 🇩🇪 Germany10.89%
- 🇬🇧 United Kingdom5.57%
- 🇩🇰 Denmark1.91%
- 🇨🇦 Canada1.47%
- 🇦🇺 Australia1.19%
- 🇨🇳 China1.03%
- 🇨🇭 Switzerland0.92%
- 🇱🇺 Luxembourg0.9%
- 🇳🇱 Netherlands0.59%
- 🇪🇸 Spain0.41%
- 🇮🇪 Ireland0.32%
- 🇮🇱 Israel0.29%
- 🇫🇷 France0.27%
- 🇮🇹 Italy0.21%
- 🇧🇪 Belgium0.21%
- 🇭🇰 Hong Kong0.18%
- 🇸🇦 Saudi Arabia0.15%
- 🇳🇿 New Zealand0.12%
- 🇧🇲 Bermuda0.11%
- 🇬🇷 Greece0.1%
- 🇫🇮 Finland0.1%
- 🇧🇷 Brazil0.1%
- 🇸🇪 Sweden0.09%
- 🇳🇴 Norway0.07%
- 🇨🇱 Chile0.07%
- 🇰🇾 Cayman Islands0.07%
- 🇯🇵 Japan0.04%
- 🇵🇷 Puerto Rico0.03%
- 🇮🇳 India0.02%
- 🇨🇴 Colombia0.02%
- 🇵🇹 Portugal0.02%
- 🇻🇳 Vietnam0.01%
Dividends
Dividend Yield
2.97%
373 out of 462 instruments pay dividend.
129 dividend payments in the next 30 days.
Highest Dividend: $PSEC (24.91%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 O | 0.13% | 5.51% | $3.09 |
 ABR | 0.1% | 12.31% | $1.72 |
 ADAM | 0.08% | 10.87% | $1 |
 MMM | 0.07% | 1.9% | $5.21 |
 ARR | 0.07% | 18.71% | $3.84 |
 SIE.DE | 0.07% | 2.26% | $4.7 |
 MO | 0.07% | 6.18% | $3.92 |
 VZ | 0.07% | 6.2% | $2.66 |
 LNC | 0.07% | 4.16% | $1.8 |
 RWE.DE | 0.06% | 3.17% | $1 |
 NOVO-B.CO | 0.06% | 3.25% | $9.4 |
 WPC | 0.06% | 5.31% | $3.67 |
 MUX.DE | 0.06% | 6.87% | $2 |
 IIPR | 0.06% | 13.85% | $7.34 |
 GOOGL | 0.06% | 0.36% | $0.2 |
 KO | 0.05% | 2.93% | $1.89 |
 ARCC | 0.05% | 8.6% | $1.62 |
 SBRA | 0.04% | 6.32% | $1.2 |
 HBR.L | 0.04% | 8.76% | $0.2 |
 BMW.DE | 0.04% | 4.85% | $6 |
 PSEC | 0.04% | 24.91% | $0.72 |
 RIO.L | 0.03% | 6.12% | $3.41 |
 CVS | 0.03% | 3.63% | $2.54 |
 PEP | 0.03% | 3.74% | $5.15 |
 NESN.ZU | 0.03% | 4.01% | $3 |
 PRU | 0.03% | 4.98% | $5.1 |
 FSK | 0.03% | 13.68% | $2.47 |
 ORC | 0.03% | 20.17% | $1.56 |
 NKE | 0.03% | 2.14% | $1.45 |
 M | 0.02% | 4.43% | $0.68 |
 WU | 0.02% | 10.78% | $0.94 |
 LAND.L | 0.02% | 7.53% | $0.4 |
 P911.DE | 0.02% | 5.19% | $2.31 |
 PHNX.L | 0.02% | 8.18% | $0.53 |
 AGNC | 0.02% | 14.47% | $1.44 |
 AAPL | 0.02% | 0.43% | $0.97 |
 DTG.DE | 0.02% | 5.01% | $1.9 |
 VOW3.DE | 0.02% | 6.4% | $9.06 |
 PAH3.DE | 0.02% | 5.33% | $2.56 |
 LYB | 0.02% | 10% | $5.09 |
 HIW | 0.02% | 6.43% | $2 |
 APA | 0.02% | 4.41% | $1 |
 MSFT | 0.02% | 0.66% | $3 |
 PFE | 0.02% | 6.9% | $1.66 |
 OBDC | 0.02% | 10.41% | $1.42 |
 BATS.L | 0.01% | 5.85% | $2.36 |
 SPK.ASX | 0.01% | 11.5% | $0.29 |
 IFF | 0.01% | 2.43% | $2.42 |
 PMT | 0.01% | 12.91% | $1.6 |
 LGEN.L | 0.01% | 9.18% | $0.2 |
 GBDC | 0.01% | 10.64% | - |
 AES | 0.01% | 5.29% | $0.68 |
 F | 0.01% | 6.45% | $0.78 |
 PSG.MC | 0.01% | 4.94% | $0.18 |
 ULVR.L | 0.01% | 3.19% | $1.47 |
 MFA | 0.01% | 13.92% | $1.4 |
 OMF | 0.01% | 6.71% | $4.04 |
 TSCO.L | 0.01% | 3.13% | $0.12 |
 ENB | 0.01% | 5.68% | $2.66 |
 ET | 0.01% | 7.43% | $1.25 |
 CTRA | 0.01% | 3.61% | $0.82 |
 BEN | 0.01% | 5.01% | $1.23 |
 SAOC | 0.01% | 6.74% | $1.87 |
 APLE | 0.01% | 7.45% | $0.96 |
 CON.DE | 0.01% | 3.4% | $2.2 |
 MPW | 0.01% | 7.24% | $0.6 |
 ADC | 0.01% | 4.22% | $2.96 |
 CSWC | 0.01% | 10.16% | $2.27 |
 WDS.ASX | 0.01% | 6.47% | $2.16 |
 BNR.DE | 0.01% | 4.05% | $2.1 |
 SMR.ASX | 0.01% | 9.79% | - |
 AMGN | 0.01% | 3.31% | $8.76 |
 QBE.ASX | 0.01% | 4.37% | $0.62 |
 EFC | 0.01% | 11.41% | $1.72 |
 MBG.DE | 0.01% | 8.05% | $5.3 |
 PM | 0.01% | 3.31% | $5.2 |
 ASRNL.NV | 0.01% | 5.54% | $2.89 |
 BAX | 0.01% | 2.89% | $1.16 |
 JNJ | 0.01% | 2.86% | $4.81 |
 ARI | 0.01% | 9.35% | $1.4 |
 ASHM.L | 0.01% | 9.67% | $0.17 |
 NLY | 0.01% | 12.56% | $2.6 |
 RILY | 0.01% | 18.59% | $3 |
 NNN | 0.01% | 5.5% | $2.26 |
 RI.PA | 0.01% | 4.84% | $4.7 |
 B | 0.01% | 1.7% | $0.4 |
 LTC.US | 0.01% | 6.29% | $2.28 |
 GSK.L | 0.01% | 4.31% | $0.59 |
 MDT.US | 0.01% | 3.06% | $2.77 |
 SPG | 0.01% | 4.7% | $7.75 |
 UNH | 0.01% | 2.81% | $7.74 |
 GOOG | 0.01% | 0.36% | $0.2 |
 PBA | 0.01% | 5.41% | $1.99 |
 PBR | 0.01% | 14.92% | $1.73 |
 ONL | 0.01% | 5.41% | $0.4 |
 BDN | 0.01% | 13.99% | $0.6 |
 SLG | 0.01% | 5.21% | $3.17 |
 BRSP | 0.01% | 10.92% | $0.8 |
 RC | 0.01% | 17.73% | $1.26 |
 MCHP | 0.01% | 2.88% | $1.75 |
 ACRE | 0.01% | 14.29% | $1.16 |
 NDA.DE | 0.01% | 1.54% | $1.4 |
 NSA | 0.01% | 7.07% | $2.24 |
 VNA.DE | 0.01% | 4.65% | $0.9 |
 SIX2.DE | 0.01% | 3.35% | $3.9 |
 CVX | 0.01% | 4.29% | $6.28 |
 SHEL.L | 0.01% | 4% | $0.8 |
 AMT | 0.01% | 3.38% | $6.56 |
 LMT | 0.01% | 2.94% | $12.45 |
 RTO.L | 0.01% | 2.44% | $0.09 |
 MRK | 0.01% | 3.84% | $3.04 |
 BT.L | 0.01% | 3.99% | $0.08 |
 AQN | 0.01% | 4.73% | $0.43 |
 EPD | 0.01% | 6.72% | $2.03 |
 KHC | 0.01% | 5.94% | $1.6 |
 BCE | 0.01% | 8.57% | $2.9 |
 GILD | 0.01% | 2.78% | $3.04 |
 COP | 0.01% | 3.3% | $3.25 |
 ADM | 0.01% | 3.29% | $1.9 |
 NXPI | 0% | 1.78% | $4.06 |
 OGN.US | 0% | 6.1% | $1.12 |
 CI | 0% | 1.97% | $5.26 |
 BXMT | 0% | 9.68% | $2.48 |
 LIN | 0% | 1.25% | $5.33 |
 ES | 0% | 4.64% | $2.78 |
 VICI | 0% | 5.18% | $1.66 |
 BRX | 0% | 4.11% | $1.08 |
 AGS.BR | 0% | 4.16% | $2.28 |
 KREF | 0% | 10.47% | $1.36 |
 TXN | 0% | 2.78% | $5.14 |
 STO.ASX | 0% | 4.75% | $0.4 |
 HSY | 0% | 2.97% | $5.12 |
 RKT.L | 0% | 3.66% | $1.93 |
 TEF.MC | 0% | 5.37% | $0.24 |
 HSHP.OL | 0% | 5.88% | - |
 INTC | 0% | 0.52% | $0.5 |
 CCI | 0% | 5.41% | $6.26 |
 MUR | 0% | 5.09% | $1.15 |
 CWEN | 0% | 6.07% | $1.6 |
 KMB | 0% | 3.91% | $4.8 |
 AU | 0% | 2.72% | $0.22 |
 BMY | 0% | 5.18% | $2.34 |
 GIS | 0% | 4.84% | $2.36 |
 RPT | 0% | 9.27% | $0.47 |
 LHX | 0% | 1.74% | $4.6 |
 INVH | 0% | 3.8% | $1.36 |
 UTG.L | 0% | 4.97% | $0.35 |
 AV.L | 0% | 5.77% | $0.33 |
 SBLK | 0% | 4.17% | $1.82 |
 XIFR | 0% | 17.56% | $3.49 |
 AGN.NV | 0% | 5.84% | $0.3 |
 FRT | 0% | 4.43% | $4.36 |
 FRE.DE | 0% | 2.13% | - |
 RCI | 0% | 4.11% | $1.48 |
 SBAC | 0% | 2.16% | $3.66 |
 TRMD-A.CO | 0% | 14.05% | - |
 OXSQ | 0% | 5.11% | - |
 EPR | 0% | 6.48% | $3.34 |
 MUV2.DE | 0% | 3.72% | $15 |
 PG | 0% | 2.61% | $3.83 |
 BHP.ASX | 0% | 4.08% | $2.35 |
 DOC | 0% | 6.85% | $1.2 |
 CIVI | 0% | 5.76% | $2 |
 CIO | 0% | 5.77% | $0.4 |
 WMB | 0% | 3.42% | $1.85 |
 XOM | 0% | 3.55% | $3.76 |
 WHC.ASX | 0% | 2.33% | $0.49 |
 FANG | 0% | 2.74% | $9.26 |
 WM | 0% | 1.44% | $2.9 |
 MDLZ | 0% | 3.12% | $1.7 |
 LW | 0% | 2.6% | $1.28 |
 THG | 0% | 2.03% | $3.36 |
 DVN | 0% | 2.68% | $2.05 |
 TRIG.L | 0% | 8.8% | $0.07 |
 SQM | 0% | 4.14% | $1.36 |
 OGE | 0% | 3.8% | $1.67 |
 BKR | 0% | 2% | $0.82 |
 LHA.DE | 0% | 3.99% | $0.3 |
 PNW | 0% | 4.03% | $3.51 |
 PBR.A | 0% | 10.28% | $2.21 |
 3.HK | 0% | 5.14% | $0.35 |
 CVE | 0% | 3.38% | $0.44 |
 DMP.ASX | 0% | 5.38% | $0.98 |
 ALV.DE | 0% | 4.35% | $13.8 |
 SW | 0% | 3.4% | $1.18 |
 FMG.ASX | 0% | 5.9% | $2.08 |
 SHB-A.ST | 0% | 12.44% | $13 |
 BBOX.L | 0% | 5.81% | $0.07 |
 FIS | 0% | 2.29% | $1.76 |
 01093.HK | 0% | 2.22% | $0.28 |
 ESS | 0% | 3.84% | $9.52 |
 MAIN | 0% | 4.59% | $2.85 |
 RHM.DE | 0% | 0.47% | $5.7 |
 BLND.L | 0% | 4.33% | $0.23 |
 VNOM | 0% | 6.19% | $2.08 |
 CAG | 0% | 7.29% | $1.4 |
 9988.HK | 0% | 0.79% | $0.98 |
 HE | 0% | 3.61% | $1.43 |
 BKH | 0% | 4.5% | $2.55 |
 OHI | 0% | 6.31% | $2.68 |
 CLW.ASX | 0% | 5.57% | $0.26 |
 PDM | 0% | 4.38% | $0.5 |
 RTX | 0% | 1.66% | $2.44 |
 TDS | 0% | 0.39% | $0.6 |
 CMCSA | 0% | 3.84% | $1.2 |
 MRK.DE | 0% | 2.03% | $2.2 |
 GPRK | 0% | 9.42% | $0.55 |
 CUZ | 0% | 4.39% | $1.28 |
 DWS.DE | 0% | 4.18% | $2.1 |
 PUM.DE | 0% | 3.05% | $0.82 |
 WY | 0% | 3.34% | $0.78 |
 TRP | 0% | 4.75% | $2.79 |
 DEC.L | 0% | 7.54% | $1.83 |
 OPRA | 0% | 4.39% | $0.78 |
 01336.HK | 0% | 6.14% | $0.85 |
 1299.HK | 0% | 2.51% | $1.61 |
 AVGO | 0% | 0.76% | $19.7 |
 BTRW.L | 0% | 4.81% | $0.28 |
 MET | 0% | 2.76% | $2.11 |
 ICG.L | 0% | 3.88% | $0.79 |
 FEVR.L | 0% | 2.12% | $0.17 |
 NEE | 0% | 3.09% | $1.97 |
 TLC.ASX | 0% | 2.82% | $0.14 |
 KRG | 0% | 4.75% | $0.99 |
 T | 0% | 3.82% | $1.11 |
 MC.PA | 0% | 2.56% | $13 |
 GLEN.L | 0% | 2.61% | $0.1 |
 SYY | 0% | 2.59% | $2.01 |
 BLK | 0% | 1.91% | $20.2 |
 HNR1.DE | 0% | 3.67% | $7.2 |
 LDO.MI | 0% | 1.1% | $0.28 |
 TGNA | 0% | 2.36% | $0.47 |
 DGE.L | 0% | 3.9% | $0.81 |
 RITM | 0% | 8.1% | $1 |
 CIM | 0% | 10.43% | $1.55 |
 00857.HK | 0% | 6.74% | $0.48 |
 LDA.MC | 0% | 2.56% | - |
 NWN | 0% | 4.74% | $1.95 |
 00384.HK | 0% | 6.5% | $0.55 |
 GAIN | 0% | 6.82% | - |
 PPT.ASX | 0% | 5.81% | $1.3 |
 EQNR.OL | 0% | 6.3% | $13.95 |
 OXY | 0% | 2.04% | $0.8 |
 VTR | 0% | 2.76% | $1.8 |
 0390.HK | 0% | 5.22% | $0.21 |
 KEY | 0% | 4.33% | $0.82 |
 RMAX | 0% | 1.96% | $0.92 |
 GD | 0% | 1.83% | $5.48 |
 HASI | 0% | 6.01% | $1.62 |
 SHA0.DE | 0% | 4.46% | $0.45 |
 SSE.L | 0% | 3.96% | $0.6 |
 NK.PA | 0% | 6.87% | $1.35 |
 CFG | 0% | 3.25% | $1.68 |
 ABI.BR | 0% | 1.37% | $0.57 |
 ALB | 0% | 2.02% | $1.6 |
 MDU | 0% | 3.28% | $0.5 |
 VOD.L | 0% | 4.31% | $0.08 |
 PX.US | 0% | 1.2% | $0.13 |
 RWT | 0% | 11.56% | $0.64 |
 VET.US | 0% | 4.89% | $0.33 |
 COLB | 0% | 5.41% | $1.44 |
 NESTE.HE | 0% | 1.23% | $1.2 |
 PLYM | 0% | 4.37% | $0.93 |
 TLS.ASX | 0% | 3.96% | $0.18 |
 CG | 0% | 2.21% | $1.4 |
 EDP.LSB | 0% | 5.36% | $0.2 |
 MSEX | 0% | 2.56% | $1.29 |
 OCSL | 0% | 11.53% | - |
 AD.NV | 0% | 3.41% | $1.1 |
 TFX | 0% | 1.08% | $1.36 |
 IBM | 0% | 2.74% | $6.65 |
 WTRG | 0% | 3.41% | $1.23 |
 BSBR | 0% | 4.22% | $0.24 |
 EXR | 0% | 4.53% | $6.48 |
 HOT.DE | 0% | 2.4% | $4.4 |
 FTAI | 0% | 0.8% | $1.2 |
 PSA | 0% | 4.11% | $12 |
 EPRT | 0% | 3.81% | $1.14 |
 LLY | 0% | 0.79% | $4.86 |
 HPQ | 0% | 4.03% | $1.1 |
 NWH.ASX | 0% | 4.01% | $0.14 |
 PRGO | 0% | 4.91% | $1.1 |
 TFPM | 0% | 0.84% | $0.21 |
 ORI | 0% | 2.81% | $1.02 |
 GLW | 0% | 1.62% | $1.12 |
 DIV | 0% | 6.3% | - |
 MOS | 0% | 2.66% | $0.82 |
 SHL.DE | 0% | 2.03% | $0.95 |
 WPR.ASX | 0% | 6.13% | $0.16 |
 CME | 0% | 3.97% | $9.75 |
 LXP | 0% | 5.95% | $0.51 |
 GAID.L | 0% | 3.73% | - |
 GPE.L | 0% | 2.68% | $0.08 |
 CQR.ASX | 0% | 5.95% | $0.25 |
 MSLH.L | 0% | 4.37% | $0.08 |
 AZJ.ASX | 0% | 4.94% | $0.18 |
 CSX | 0% | 1.58% | $0.46 |
 ABM | 0% | 2.09% | $0.9 |
 REP.MC | 0% | 5.52% | $0.73 |
 WYNN | 0% | 0.8% | $1 |
 NEM | 0% | 1.33% | $1.3 |
 YAL.ASX | 0% | 10.82% | - |
 GNTX | 0% | 1.73% | $0.48 |
 0386.HK | 0% | 6.04% | $0.37 |
 NN.NV | 0% | 6.12% | $3.2 |
 LADR | 0% | 7.94% | $0.92 |
 AMH | 0% | 3.34% | $0.96 |
 YORW.US | 0% | 2.88% | $0.84 |
 SITC | 0% | 1.91% | $0.52 |
 YUMC | 0% | 1.98% | $0.58 |
 CARR | 0% | 1.38% | $0.76 |
 SHIP | 0% | 5.86% | $0.1 |
 EOAN.DE | 0% | 3.67% | $0.53 |
 CNQ | 0% | 5.46% | $1.48 |
 HI | 0% | 3.63% | $0.89 |
 HELN.ZU | 0% | 3.36% | $6.3 |
 SEE | 0% | 2.47% | $0.8 |
 BBWI | 0% | 2.62% | $0.8 |
 IGO.ASX | 0% | 5.46% | $0.55 |
 UE | 0% | 3.54% | $0.66 |
 IFX.DE | 0% | 1.11% | $0.35 |
 CPR.MI | 0% | 1.06% | $0.07 |
 PNN.L | 0% | 6.8% | $0.44 |
 APD | 0% | 2.45% | $7.04 |
 STMMI.MI | 0% | 1.4% | $0.28 |
 QCOM | 0% | 2.23% | $3.25 |
 VOF.L | 0% | 2.07% | $0.1 |
 AWR | 0% | 2.59% | $1.72 |
 9618.HK | 0% | 3.25% | $2.97 |
 PRU.L | 0% | 1.86% | $0.28 |
 AOV.ASX | 0% | 4.21% | $0.41 |
 AI.PA | 0% | 1.87% | $2.91 |
 AWK | 0% | 2.26% | $2.89 |
 SLGN | 0% | 1.77% | $0.74 |
 669.HK | 0% | 2.55% | $1.93 |
 MKC | 0% | 2.53% | $1.62 |
 CHC.ASX | 0% | 2.11% | $0.44 |
 0700.HK | 0% | 0.76% | $3.4 |
 EBAY | 0% | 1.26% | $1.04 |
 01211.HK | 0% | 1.38% | $3.41 |
 AAL.L | 0% | 1.07% | $0.77 |
 EQR | 0% | 4.23% | $2.66 |
 HPE | 0% | 2.28% | $0.51 |
 WTTR | 0% | 3.32% | $0.23 |
 ASML.NV | 0% | 1.02% | $6.1 |
 ISS.CO | 0% | 1.68% | $2.3 |
 FPI | 0% | 2.26% | $0.24 |
 ST | 0% | 1.51% | $0.48 |
 RSG | 0% | 1.02% | $2.14 |
 MU | 0% | 0.39% | $0.46 |
 WMT | 0% | 0.95% | $0.81 |
 ICE | 0% | 1.08% | $1.77 |
 WTW | 0% | 1.1% | $3.44 |
 GE | 0% | 0.46% | $0.44 |
 TJX | 0% | 1.15% | $1.42 |
 FUN | 0% | 1.23% | $1.2 |
 CMCO | 0% | 1.95% | $0.28 |
 NTDOY | 0% | 0.62% | $0.24 |
 BAYN.DE | 0% | 0.38% | $0.11 |
 WCN | 0% | 0.71% | $1.12 |
 LXS.DE | 0% | 0.43% | $0.1 |
 METSB.HE | 0% | 2.24% | $0.25 |
 LNG | 0% | 0.84% | $1.7 |
 EVTC | 0% | 0.58% | $0.2 |
 FLG | 0% | 0.31% | $0.4 |
 HWM | 0% | 0.23% | $0.19 |
 AG | 0% | 0.22% | $0.02 |
 DWNI.DE | 0% | 0.19% | $0.04 |
 NVDA | 0% | 0.02% | $0.02 |
 NLOP | 0% | -1.05% | $-0.34 |
 SOBO | 0% | -5.67% | - |
 CURB | 0% | -1.44% | - |
 HUM | 0% | -1.13% | $-3.54 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
KMB | Ex-Dividend | Sep 5, 2025 | $1.26 |
BBWI | Pay Day | Sep 5, 2025 | $0.20 |
BLK | Ex-Dividend | Sep 5, 2025 | $5.21 |
ORI | Ex-Dividend | Sep 5, 2025 | $0.29 |
LHX | Ex-Dividend | Sep 5, 2025 | $1.20 |
1299.HK | Ex-Dividend | Sep 5, 2025 | $0.06 |
EVTC | Pay Day | Sep 5, 2025 | $0.05 |
BBOX.L | Pay Day | Sep 5, 2025 | $0.02 |
MCHP | Pay Day | Sep 5, 2025 | $0.46 |
AU | Pay Day | Sep 5, 2025 | $0.80 |
TGNA | Ex-Dividend | Sep 5, 2025 | $0.12 |
FLG | Ex-Dividend | Sep 5, 2025 | $0.01 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
MOS | Ex-Dividend | Sep 8, 2025 | $0.22 |
RCI | Ex-Dividend | Sep 8, 2025 | $0.37 |
MAIN | Ex-Dividend | Sep 8, 2025 | $0.26 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MET | Pay Day | Sep 9, 2025 | $0.57 |
SPG | Ex-Dividend | Sep 9, 2025 | $2.15 |
CME | Ex-Dividend | Sep 9, 2025 | $1.25 |
HIW | Pay Day | Sep 9, 2025 | $0.50 |
CVX | Pay Day | Sep 10, 2025 | $1.71 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
ADM | Pay Day | Sep 10, 2025 | $0.51 |
WPR.ASX | Pay Day | Sep 10, 2025 | $0.03 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
MDU | Ex-Dividend | Sep 11, 2025 | $0.14 |
PRU | Pay Day | Sep 11, 2025 | $1.35 |
MPW | Ex-Dividend | Sep 11, 2025 | $0.08 |
PPT.ASX | Ex-Dividend | Sep 11, 2025 | $0.35 |
CIVI | Ex-Dividend | Sep 11, 2025 | $0.50 |
MMM | Pay Day | Sep 12, 2025 | $0.73 |
EBAY | Pay Day | Sep 12, 2025 | $0.29 |
AMGN | Pay Day | Sep 12, 2025 | $2.38 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
WMB | Ex-Dividend | Sep 12, 2025 | $0.50 |
WM | Ex-Dividend | Sep 12, 2025 | $0.82 |
WY | Pay Day | Sep 12, 2025 | $0.21 |
SEE | Ex-Dividend | Sep 12, 2025 | $0.20 |
THG | Ex-Dividend | Sep 12, 2025 | $0.90 |
ULVR.L | Pay Day | Sep 12, 2025 | $0.52 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
MRK | Ex-Dividend | Sep 15, 2025 | $0.81 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
M | Ex-Dividend | Sep 15, 2025 | $0.18 |
DVN | Ex-Dividend | Sep 15, 2025 | $0.24 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
CSX | Pay Day | Sep 15, 2025 | $0.13 |
ORI | Pay Day | Sep 15, 2025 | $0.29 |
TDS | Ex-Dividend | Sep 15, 2025 | $0.04 |
KEY | Pay Day | Sep 15, 2025 | $0.20 |
00857.HK | Ex-Dividend | Sep 15, 2025 | $0.03 |
3.HK | Pay Day | Sep 15, 2025 | $0.02 |
B | Pay Day | Sep 15, 2025 | $0.15 |
HSY | Pay Day | Sep 15, 2025 | $1.37 |
CCI | Ex-Dividend | Sep 15, 2025 | $1.06 |
PSA | Ex-Dividend | Sep 15, 2025 | $3.00 |
O | Pay Day | Sep 15, 2025 | $0.27 |
MAIN | Pay Day | Sep 15, 2025 | $0.26 |
EXR | Ex-Dividend | Sep 15, 2025 | $1.62 |
TFX | Pay Day | Sep 15, 2025 | $0.34 |
ARCC | Ex-Dividend | Sep 15, 2025 | $0.48 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
ADC | Pay Day | Sep 15, 2025 | $0.26 |
AG | Pay Day | Sep 15, 2025 | $0.00 |
AMH | Ex-Dividend | Sep 15, 2025 | $0.30 |
APLE | Pay Day | Sep 15, 2025 | $0.08 |
ARR | Ex-Dividend | Sep 15, 2025 | $0.24 |
CVE | Ex-Dividend | Sep 15, 2025 | $0.14 |
EPR | Pay Day | Sep 15, 2025 | $0.30 |
NSA | Ex-Dividend | Sep 15, 2025 | $0.57 |
PBA | Ex-Dividend | Sep 15, 2025 | $0.52 |
UE | Ex-Dividend | Sep 15, 2025 | $0.19 |
BCE | Ex-Dividend | Sep 15, 2025 | $0.32 |
COLB | Pay Day | Sep 15, 2025 | $0.36 |
SLG | Pay Day | Sep 15, 2025 | $0.26 |
HI | Ex-Dividend | Sep 15, 2025 | $0.22 |
OCSL | Ex-Dividend | Sep 15, 2025 | $0.40 |
GBDC | Ex-Dividend | Sep 15, 2025 | $0.39 |
CSWC | Ex-Dividend | Sep 15, 2025 | $0.19 |
WU | Ex-Dividend | Sep 16, 2025 | $0.24 |
SLGN | Pay Day | Sep 16, 2025 | $0.20 |
ICE | Ex-Dividend | Sep 16, 2025 | $0.48 |
PRGO | Pay Day | Sep 16, 2025 | $0.29 |
CWEN | Pay Day | Sep 16, 2025 | $0.45 |
WHC.ASX | Pay Day | Sep 16, 2025 | $0.04 |
AOV.ASX | Pay Day | Sep 16, 2025 | $0.14 |
NXPI | Ex-Dividend | Sep 17, 2025 | $1.01 |
FSK | Ex-Dividend | Sep 17, 2025 | $0.70 |
FLG | Pay Day | Sep 17, 2025 | $0.01 |
MOS | Pay Day | Sep 18, 2025 | $0.22 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
RKT.L | Pay Day | Sep 18, 2025 | $1.14 |
SSE.L | Pay Day | Sep 18, 2025 | $0.58 |
UTG.L | Ex-Dividend | Sep 18, 2025 | $0.17 |
SBAC | Pay Day | Sep 18, 2025 | $1.11 |
LIN | Pay Day | Sep 18, 2025 | $1.50 |
HPE | Ex-Dividend | Sep 18, 2025 | $0.13 |
SW | Pay Day | Sep 18, 2025 | $0.43 |
NWH.ASX | Ex-Dividend | Sep 18, 2025 | $0.06 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
669.HK | Pay Day | Sep 19, 2025 | $0.16 |
DOC | Ex-Dividend | Sep 19, 2025 | $0.10 |
LHX | Pay Day | Sep 22, 2025 | $1.20 |
RTO.L | Pay Day | Sep 22, 2025 | $0.06 |
SHEL.L | Pay Day | Sep 22, 2025 | $0.36 |
GAIN | Ex-Dividend | Sep 22, 2025 | $0.08 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
1299.HK | Pay Day | Sep 23, 2025 | $0.06 |
YUMC | Pay Day | Sep 23, 2025 | $0.24 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
HBR.L | Pay Day | Sep 24, 2025 | $0.18 |
WDS.ASX | Pay Day | Sep 24, 2025 | $0.53 |
AZJ.ASX | Pay Day | Sep 24, 2025 | $0.04 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
0386.HK | Pay Day | Sep 25, 2025 | $0.01 |
TLC.ASX | Pay Day | Sep 25, 2025 | $0.06 |
CME | Pay Day | Sep 25, 2025 | $1.25 |
AGN.NV | Pay Day | Sep 25, 2025 | $0.22 |
BHP.ASX | Pay Day | Sep 25, 2025 | $0.60 |
TLS.ASX | Pay Day | Sep 25, 2025 | $0.06 |
CIVI | Pay Day | Sep 25, 2025 | $0.50 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
HUM | Ex-Dividend | Sep 26, 2025 | -$0.88 |
WM | Pay Day | Sep 26, 2025 | $0.82 |
SEE | Pay Day | Sep 26, 2025 | $0.20 |
THG | Pay Day | Sep 26, 2025 | $0.90 |
LGEN.L | Pay Day | Sep 26, 2025 | $0.08 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
PSEC | Ex-Dividend | Sep 26, 2025 | $0.04 |
FMG.ASX | Pay Day | Sep 26, 2025 | $0.39 |
QBE.ASX | Pay Day | Sep 26, 2025 | $0.20 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
WMB | Pay Day | Sep 29, 2025 | $0.50 |
GLW | Pay Day | Sep 29, 2025 | $0.28 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
IFF | Ex-Dividend | Sep 29, 2025 | $0.40 |
SHIP | Ex-Dividend | Sep 29, 2025 | $0.05 |
ARR | Pay Day | Sep 29, 2025 | $0.24 |
CVE | Pay Day | Sep 29, 2025 | $0.14 |
PBA | Pay Day | Sep 29, 2025 | $0.52 |
TRP | Ex-Dividend | Sep 29, 2025 | $0.61 |
ORC | Pay Day | Sep 29, 2025 | $0.12 |
GBDC | Pay Day | Sep 29, 2025 | $0.39 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
WU | Pay Day | Sep 30, 2025 | $0.24 |
MDLZ | Ex-Dividend | Sep 30, 2025 | $0.50 |
DVN | Pay Day | Sep 30, 2025 | $0.24 |
BEN | Ex-Dividend | Sep 30, 2025 | $0.32 |
TDS | Pay Day | Sep 30, 2025 | $0.04 |
SPG | Pay Day | Sep 30, 2025 | $2.15 |
AAL.L | Pay Day | Sep 30, 2025 | $0.07 |
ICE | Pay Day | Sep 30, 2025 | $0.48 |
WTW | Ex-Dividend | Sep 30, 2025 | $0.92 |
CCI | Pay Day | Sep 30, 2025 | $1.06 |
PSA | Pay Day | Sep 30, 2025 | $3.00 |
EXR | Pay Day | Sep 30, 2025 | $1.62 |
ARCC | Pay Day | Sep 30, 2025 | $0.48 |
AMH | Pay Day | Sep 30, 2025 | $0.30 |
NSA | Pay Day | Sep 30, 2025 | $0.57 |
DOC | Pay Day | Sep 30, 2025 | $0.10 |
UE | Pay Day | Sep 30, 2025 | $0.19 |
ONL | Ex-Dividend | Sep 30, 2025 | $0.02 |
AQN | Ex-Dividend | Sep 30, 2025 | $0.06 |
OBDC | Ex-Dividend | Sep 30, 2025 | $0.37 |
HI | Pay Day | Sep 30, 2025 | $0.22 |
EFC | Pay Day | Sep 30, 2025 | $0.13 |
OCSL | Pay Day | Sep 30, 2025 | $0.40 |
CSWC | Pay Day | Sep 30, 2025 | $0.19 |
ACRE | Ex-Dividend | Sep 30, 2025 | $0.15 |
GAIN | Pay Day | Sep 30, 2025 | $0.08 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
NKE | Pay Day | Oct 1, 2025 | $0.40 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
CMCSA | Ex-Dividend | Oct 1, 2025 | $0.33 |
M | Pay Day | Oct 1, 2025 | $0.18 |
BAX | Pay Day | Oct 1, 2025 | $0.17 |
APD | Ex-Dividend | Oct 1, 2025 | $1.79 |
MDU | Pay Day | Oct 1, 2025 | $0.14 |
FRT | Ex-Dividend | Oct 1, 2025 | $1.13 |
TGNA | Pay Day | Oct 1, 2025 | $0.12 |
STO.ASX | Pay Day | Oct 1, 2025 | $0.13 |
FPI | Ex-Dividend | Oct 1, 2025 | $0.06 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
KMB | Pay Day | Oct 2, 2025 | $1.26 |
RSG | Ex-Dividend | Oct 2, 2025 | $0.62 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
BRX | Ex-Dividend | Oct 2, 2025 | $0.29 |
FSK | Pay Day | Oct 2, 2025 | $0.70 |
SYY | Ex-Dividend | Oct 3, 2025 | $0.54 |
RCI | Pay Day | Oct 3, 2025 | $0.37 |
HASI | Ex-Dividend | Oct 3, 2025 | $0.42 |
DMP.ASX | Pay Day | Oct 3, 2025 | $0.14 |
PPT.ASX | Pay Day | Oct 3, 2025 | $0.35 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
NXPI | Pay Day | Oct 8, 2025 | $1.01 |
GNTX | Ex-Dividend | Oct 8, 2025 | $0.12 |
NWH.ASX | Pay Day | Oct 8, 2025 | $0.06 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
00384.HK | Pay Day | Oct 9, 2025 | $0.04 |
MPW | Pay Day | Oct 9, 2025 | $0.08 |
KRG | Ex-Dividend | Oct 9, 2025 | $0.27 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
LNC | Ex-Dividend | Oct 10, 2025 | $0.45 |
BEN | Pay Day | Oct 10, 2025 | $0.32 |
IFF | Pay Day | Oct 10, 2025 | $0.40 |
SHIP | Pay Day | Oct 10, 2025 | $0.05 |
MDLZ | Pay Day | Oct 14, 2025 | $0.50 |
RSG | Pay Day | Oct 15, 2025 | $0.62 |
WTW | Pay Day | Oct 15, 2025 | $0.92 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
FRT | Pay Day | Oct 15, 2025 | $1.13 |
BRX | Pay Day | Oct 15, 2025 | $0.29 |
FPI | Pay Day | Oct 15, 2025 | $0.06 |
ONL | Pay Day | Oct 15, 2025 | $0.02 |
AQN | Pay Day | Oct 15, 2025 | $0.06 |
BCE | Pay Day | Oct 15, 2025 | $0.32 |
OBDC | Pay Day | Oct 15, 2025 | $0.37 |
ACRE | Pay Day | Oct 15, 2025 | $0.15 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
PRU.L | Pay Day | Oct 16, 2025 | $0.08 |
KRG | Pay Day | Oct 16, 2025 | $0.27 |
01093.HK | Ex-Dividend | Oct 17, 2025 | $0.02 |
HPE | Pay Day | Oct 17, 2025 | $0.13 |
HASI | Pay Day | Oct 17, 2025 | $0.42 |
CMCSA | Pay Day | Oct 22, 2025 | $0.33 |
GNTX | Pay Day | Oct 22, 2025 | $0.12 |
PSEC | Pay Day | Oct 22, 2025 | $0.04 |
00857.HK | Pay Day | Oct 23, 2025 | $0.03 |
MSLH.L | Ex-Dividend | Oct 23, 2025 | $0.03 |
SYY | Pay Day | Oct 24, 2025 | $0.54 |
HUM | Pay Day | Oct 31, 2025 | -$0.88 |
UTG.L | Pay Day | Oct 31, 2025 | $0.17 |
TRP | Pay Day | Oct 31, 2025 | $0.61 |
LNC | Pay Day | Nov 3, 2025 | $0.45 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
EQNR.OL | Ex-Dividend | Nov 13, 2025 | $0.37 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
ENB | Ex-Dividend | Nov 14, 2025 | $0.68 |
01093.HK | Pay Day | Nov 18, 2025 | $0.02 |
EQNR.OL | Pay Day | Nov 26, 2025 | $0.37 |
DEC.L | Ex-Dividend | Nov 28, 2025 | $0.29 |
MSLH.L | Pay Day | Dec 1, 2025 | $0.03 |
ENB | Pay Day | Dec 1, 2025 | $0.68 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
DGE.L | Pay Day | Dec 4, 2025 | $0.84 |
WMT | Ex-Dividend | Dec 12, 2025 | $0.24 |
TEF.MC | Ex-Dividend | Dec 16, 2025 | $0.17 |
TEF.MC | Pay Day | Dec 18, 2025 | $0.17 |
DEC.L | Pay Day | Dec 31, 2025 | $0.29 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 4/10
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.87
-1.87
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.97
0.97
0
0.8
1.2
0
2
Sharpe Ratio
0.48
0.48
0
0.5
1
1.5
1.5
Sortino Ratio
0.78
0.78
0
1
2
3
3
Jensen's Alpha
-1.87
-1.87
-2
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.23
-0.23
-1
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.75
High:
CWST
528.71CWSTLow:
UPST
-844.82UPSTDetails
PEG Ratio
1,831.91
High:
AAPL
24,643.1AAPLLow:UPST
-871.78UPSTDetails
Price/Book
8.47
High:
FTAI
93.86FTAILow:
BA
-53.19BADetails
Price/Sales
6.42
High:
JOBY
106,022.98JOBYLow:
TTCFQ
-TTCFQDetails
Price/CF
18.6
High:
MSTR
7,511.07MSTRLow:
XELA
0.05XELADetails
Price/FCF
42.97
High:
PEP
5,253.35PEPLow:
RC
0.56RCDetails
P/E Ratio
27.75
High:CWST
528.71CWSTLow:UPST
-844.82UPSTDetails
PEG Ratio
1,831.91
High:AAPL
24,643.1AAPLLow:UPST
-871.78UPSTDetails
Price/Book
8.47
High:FTAI
93.86FTAILow:BA
-53.19BADetails
Price/Sales
6.42
High:JOBY
106,022.98JOBYLow:TTCFQ
-TTCFQDetails
Price/CF
18.6
High:MSTR
7,511.07MSTRLow:XELA
0.05XELADetails
Price/FCF
42.97
High:PEP
5,253.35PEPLow:RC
0.56RCDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.27% | Aug 2022 | Jan 2023 | 5 |
-13.89% | Aug 2023 | Dec 2023 | 4 |
-5.64% | Feb 2023 | Jun 2023 | 4 |
-5.13% | Feb 2025 | Jun 2025 | 4 |
-2.91% | Jan 2024 | Mar 2024 | 2 |
-1.93% | Dec 2024 | Jan 2025 | 1 |
-1.87% | Oct 2024 | Nov 2024 | 1 |
-0.28% | Apr 2024 | May 2024 | 1 |