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-0.02%
Today
-0.02%
This Month
+3.71%
Year To Date
+19.98%
2 Years
+114.58%
5 Years
+18.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs26.52%
- 💰 Finance16.66%
- 🪨 Non Energy Minerals5.44%
- 🧬 Health Technology5.3%
- 🚗 Consumer Durables5.24%
- ⛏️ Energy Minerals5.18%
- 🖥️ Technology Services5.07%
- 💇♀️ Consumer Services4.24%
- 🍞 Consumer Non Durables4.05%
- 💻 Electronic Technology3.82%
- 💼 Commercial Services3.34%
- 🧪 Process Industries2.33%
- ⚡ Utilities1.43%
- 📡 Communications1.37%
- 🚚 Transportation1.32%
- 🛍️ Retail Trade1.26%
- 🪙 Cryptocurrencies0.97%
- 🛠️ Producer Manufacturing0.78%
- 🏭 Industrial Services0.68%
- 💵 Cash0.47%
- 🏥 Health Services0.21%
- 📦 Distribution Services0.17%
- 🧩 Miscellaneous0.16%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.67%
- 🇬🇧 LSE24.08%
- 🇺🇸 Nasdaq10.34%
- 🇭🇰 Hong Kong Exchanges9.72%
- 🇩🇪 FRA6.96%
- 🇩🇪 Xetra ETFs5.03%
- 🇦🇺 Sydney5%
- 🌍 Digital Currency0.97%
- 🇫🇷 Euronext Paris0.55%
- 🇩🇰 Copenhagen Stock Exchange0.35%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇨🇭 SIX0.2%
- 🇸🇪 Stockholm Stock Exchange0.15%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇧🇪 Euronext Brussels0.09%
- 🇳🇴 Oslo Stock Exchange0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States21.01%
- 🇨🇳 China13.95%
- 🇩🇪 Germany7.24%
- 🇦🇺 Australia4.99%
- 🇬🇧 United Kingdom3.36%
- 🇧🇷 Brazil2.77%
- 🇮🇳 India2.52%
- 🇭🇰 Hong Kong2.12%
- 🇱🇺 Luxembourg1.41%
- 🇿🇦 South Africa1.02%
- 🇲🇽 Mexico0.84%
- 🇦🇷 Argentina0.82%
- 🇰🇾 Cayman Islands0.63%
- 🇹🇷 Türkiye0.6%
- 🇫🇷 France0.57%
- 🇨🇱 Chile0.43%
- 🇩🇰 Denmark0.35%
- 🇨🇭 Switzerland0.32%
- 🇮🇱 Israel0.31%
- 🇺🇾 Uruguay0.31%
- 🇵🇦 Panama0.3%
- 🇵🇪 Peru0.28%
- 🇮🇩 Indonesia0.27%
- 🇪🇸 Spain0.27%
- 🇨🇦 Canada0.24%
- 🇳🇱 Netherlands0.21%
- 🇬🇷 Greece0.2%
- 🇸🇪 Sweden0.15%
- 🇯🇵 Japan0.1%
- 🇧🇪 Belgium0.09%
- 🇮🇪 Ireland0.08%
- 🇳🇴 Norway0.07%
- 🇧🇲 Bermuda0.04%
- 🇸🇬 Singapore0.02%
Dividends
Dividend Yield
2.86%
275 out of 407 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $FRCB (16875%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FRCB | 0.54% | 16875% | $1.08 |
 VOW3.DE | 0.33% | 9.21% | $9.06 |
 SSSS | 0.3% | 136.53% | $7.25 |
 823.HK | 0.14% | 8.36% | $2.63 |
 DVN | 0.1% | 4.25% | $2.05 |
 SDF.DE | 0.07% | 5.21% | $0.7 |
 RIO | 0.06% | 7.18% | $4.34 |
 PBR | 0.06% | 18.77% | $1.73 |
 AGNC | 0.04% | 14.44% | $1.44 |
 TS | 0.04% | 3.56% | $1.2 |
 2331.HK | 0.04% | 3.86% | $0.6 |
 SBLK | 0.03% | 16.27% | $1.82 |
 03908.HK | 0.03% | 1.53% | $0.18 |
 VALE | 0.03% | 9.88% | $1.33 |
 CON.DE | 0.03% | 3.2% | $2.2 |
 KVUE | 0.03% | 3.83% | $0.8 |
 APA | 0.03% | 4.56% | $1 |
 GFC.PA | 0.02% | 5.62% | $5.3 |
 PFE | 0.02% | 6.37% | $1.66 |
 BMA | 0.02% | 7.66% | $2.82 |
 SBSW | 0.02% | 6.83% | $0.3 |
 CPA | 0.02% | 6.91% | $4.86 |
 BATS.L | 0.02% | 7.39% | $2.36 |
 INVP.L | 0.02% | 6.86% | $0.35 |
 GILD | 0.02% | 3.17% | $3.04 |
 ARCC | 0.02% | 8.11% | $1.62 |
 PLS.ASX | 0.02% | 8.69% | $0.25 |
 MO | 0.01% | 7.66% | $3.92 |
 TLK | 0.01% | 5.24% | $0.84 |
 BAP | 0.01% | 5.06% | $9.27 |
 FMG.ASX | 0.01% | 10.3% | $2.08 |
 KIE.L | 0.01% | 3.43% | $0.02 |
 GGB | 0.01% | 4.81% | $0.22 |
 ENR | 0.01% | 3.53% | $1.2 |
 T | 0.01% | 4.68% | $1.11 |
 SHEL | 0.01% | 4.22% | $2.7 |
 AAF.L | 0.01% | 3.33% | $0.05 |
 PLUS.L | 0.01% | 5.34% | $1.33 |
 00019.HK | 0.01% | 4.82% | $3.2 |
 GGAL | 0.01% | 3.72% | $1.57 |
 SQM | 0.01% | 3.45% | $1.36 |
 SPY5.L | 0.01% | 1.04% | - |
 MPW | 0.01% | 9.81% | $0.6 |
 STO.ASX | 0.01% | 6.53% | $0.4 |
 APA.ASX | 0.01% | 8.28% | $0.56 |
 C | 0.01% | 2.71% | $2.12 |
 SAB.MC | 0.01% | 3.91% | $0.05 |
 SREN.ZU | 0.01% | 4.47% | $6.22 |
 WDS.ASX | 0.01% | 7.83% | $2.16 |
 RIO.ASX | 0.01% | 7.79% | $6.54 |
 RPRX | 0.01% | 2.69% | $0.82 |
 HST | 0.01% | 4.79% | $0.78 |
 ALD.ASX | 0.01% | 6.2% | $2.15 |
 MIDD.L | 0.01% | 2.59% | - |
 WHC.ASX | 0.01% | 3.27% | $0.49 |
 DXS.ASX | 0.01% | 5.57% | $0.5 |
 MCG.L | 0.01% | 2.42% | $0.07 |
 SUZ | 0.01% | 2.45% | $0.2 |
 DOC | 0.01% | 5.81% | $1.2 |
 CCI | 0.01% | 7.01% | $6.26 |
 ZIM | 0.01% | 22.3% | $0.23 |
 TKC | 0.01% | 2.09% | $0.07 |
 KHC | 0.01% | 5.36% | $1.6 |
 VICI | 0.01% | 5.69% | $1.66 |
 MGR.ASX | 0.01% | 5.32% | $0.1 |
 TWE.ASX | 0.01% | 3.32% | $0.34 |
 EDV.ASX | 0.01% | 5.18% | $0.22 |
 AZJ.ASX | 0.01% | 5.21% | $0.18 |
 TLS.ASX | 0.01% | 4.55% | $0.18 |
 GFI | 0.01% | 1.85% | $0.31 |
 VEA.ASX | 0.01% | 5.35% | $0.16 |
 ITUB | 0.01% | 1.83% | $0.15 |
 PK | 0.01% | 7.41% | $0.8 |
 O | 0.01% | 5.73% | $3.09 |
 OHI | 0.01% | 7.23% | $2.68 |
 TSCO.L | 0.01% | 3.36% | $0.12 |
 BXP | 0.01% | 5.36% | $3.92 |
 GLJ.DE | 0.01% | 2.77% | $0.47 |
 JNJ | 0.01% | 3.26% | $4.81 |
 BLK | 0.01% | 1.91% | $20.2 |
 INFY | 0.01% | 1.89% | $0.39 |
 CGF.ASX | 0.01% | 4.2% | $0.25 |
 VFC | 0.01% | 1.39% | $0.57 |
 GLPI | 0% | 6.28% | $2.98 |
 WOR.ASX | 0% | 3.46% | $0.5 |
 CIA.ASX | 0% | 3.96% | $0.22 |
 ISF.L | 0% | 2.37% | - |
 ARE | 0% | 5.33% | $5.02 |
 FMX | 0% | 1.76% | $1.99 |
 WIT | 0% | 1.68% | $0.01 |
 AU | 0% | 1.36% | $0.22 |
 BBD | 0% | 1.5% | $0.06 |
 AMT | 0% | 3.5% | $6.56 |
 KRC | 0% | 5.54% | $2.16 |
 BMW.DE | 0% | 7.62% | $6 |
 ORA.ASX | 0% | 4.26% | $0.13 |
 PLD | 0% | 3.22% | $3.66 |
 SBS | 0% | 1.32% | $0.23 |
 QBE.ASX | 0% | 3.44% | $0.62 |
 ADC | 0% | 4.13% | $2.96 |
 FRT | 0% | 4.03% | $4.36 |
 UDR | 0% | 4.07% | $1.69 |
 SPG | 0% | 4.66% | $7.75 |
 VTR | 0% | 2.98% | $1.8 |
 KIM | 0% | 4.32% | $0.95 |
 RHP | 0% | 4.24% | $4.3 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 CPT | 0% | 3.62% | $4.06 |
 PSA | 0% | 4.02% | $12 |
 BRX | 0% | 4.24% | $1.08 |
 TGS.OL | 0% | 5.27% | $5.96 |
 FLT.ASX | 0% | 2.24% | $0.28 |
 REXR | 0% | 4.11% | $1.6 |
 BSAC | 0% | 2.79% | $0.57 |
 BSL.ASX | 0% | 2.6% | $0.5 |
 NST.ASX | 0% | 2.32% | $0.31 |
 CDW | 0% | 1.25% | $2.45 |
 HMY | 0% | 0.93% | $0.08 |
 MAA | 0% | 3.88% | $5.81 |
 SLG | 0% | 4.46% | $3.17 |
 ATHM.CH | 0% | 6% | $1.68 |
 EXR | 0% | 4.21% | $6.48 |
 EQR | 0% | 3.82% | $2.66 |
 INVH | 0% | 3.63% | $1.36 |
 REG | 0% | 3.78% | $2.66 |
 DLR | 0% | 2.98% | $4.88 |
 SBAC | 0% | 1.98% | $3.66 |
 BXB.ASX | 0% | 2.63% | $0.45 |
 CX | 0% | 1.05% | - |
 GLEN.L | 0% | 2.9% | $0.1 |
 AVB | 0% | 3.07% | $6.7 |
 ESS | 0% | 3.44% | $9.52 |
 2338.HK | 0% | 5.43% | $0.57 |
 UNH | 0% | 1.51% | $7.74 |
 SUI.US | 0% | 2.97% | $3.74 |
 HDB | 0% | 0.98% | $0.6 |
 S32.ASX | 0% | 1.54% | $0.06 |
 CNQ | 0% | 5.21% | $1.48 |
 AMH | 0% | 3% | $0.96 |
 EQIX | 0% | 1.87% | $16.19 |
 IRM | 0% | 2.69% | $2.6 |
 WELL | 0% | 1.88% | $2.44 |
 P911.DE | 0% | 3.74% | $2.31 |
 EVN.ASX | 0% | 1.23% | $0.04 |
 BBY | 0% | 4.38% | $3.72 |
 SEK.ASX | 0% | 1.53% | $0.42 |
 EL | 0% | 2.79% | $2.64 |
 1585.HK | 0% | 3.76% | $0.48 |
 NXPI | 0% | 1.94% | $4.06 |
 IBN | 0% | 0.7% | $0.17 |
 TGT | 0% | 3.23% | $4.42 |
 CVX | 0% | 4.42% | $6.28 |
 ES | 0% | 5.02% | $2.78 |
 2238.HK | 0% | 4.67% | $0.15 |
 00175.HK | 0% | 1.54% | $0.22 |
 NEE | 0% | 2.88% | $1.97 |
 ORSTED.CO | 0% | 0.46% | - |
 CSL.ASX | 0% | 1.42% | $3.81 |
 EVRG | 0% | 4.04% | $2.54 |
 PEP | 0% | 3.54% | $5.15 |
 2333.HK | 0% | 2.63% | $0.33 |
 RDY | 0% | 0.58% | $0.41 |
 XEL | 0% | 3.26% | $2.13 |
 MSFT | 0% | 0.76% | $3 |
 EIX | 0% | 5.87% | $3.04 |
 UBUT.DE | 0% | 0.42% | - |
 SU.PA | 0% | 1.42% | $3.5 |
 KO | 0% | 3.06% | $1.89 |
 KMB | 0% | 3.79% | $4.8 |
 BABA | 0% | 0.99% | $0.98 |
 COL.MC | 0% | 4% | $0.22 |
 MDT.US | 0% | 3.07% | $2.77 |
 LMT | 0% | 2.79% | $12.45 |
 MCD | 0% | 2.35% | $6.53 |
 01211.HK | 0% | 1.25% | $3.41 |
 NKE | 0% | 1.96% | $1.45 |
 0968.HK | 0% | 7.89% | $0.23 |
 SYY | 0% | 2.78% | $2.01 |
 APD | 0% | 2.12% | $7.04 |
 PG | 0% | 2.43% | $3.83 |
 ELS | 0% | 2.92% | $1.85 |
 TXN | 0% | 2.88% | $5.14 |
 0762.HK | 0% | 5.89% | $0.37 |
 RIGD.L | 0% | 0.34% | $0.18 |
 IPG | 0% | 4.6% | $1.28 |
 V | 0% | 0.65% | $2.01 |
 MKC | 0% | 2.21% | $1.62 |
 2318.HK | 0% | 6.11% | $2.63 |
 SOF.BR | 0% | 0.97% | $2.35 |
 CS.PA | 0% | 5.4% | $1.98 |
 CMCSA | 0% | 3.74% | $1.2 |
 OMC | 0% | 3.23% | $2.8 |
 GOR.ASX | 0% | 0.61% | $0.02 |
 ATO | 0% | 2.31% | $3.16 |
 NOC | 0% | 1.65% | $7.67 |
 BWA | 0% | 1.38% | $0.44 |
 LHX | 0% | 2.19% | $4.6 |
 CL | 0% | 2.31% | $1.96 |
 META | 0% | 0.29% | $1 |
 GD | 0% | 2.21% | $5.48 |
 ADI | 0% | 1.74% | $3.56 |
 2601.HK | 0% | 4.84% | $1.12 |
 ADP | 0% | 1.94% | $5.45 |
 01336.HK | 0% | 4.37% | $0.85 |
 ALV.DE | 0% | 4.4% | $13.8 |
 LOW | 0% | 1.75% | $4.45 |
 BDX | 0% | 1.61% | $3.76 |
 GOOG | 0% | 0.29% | $0.2 |
 PRU | 0% | 4.31% | $5.1 |
 LIN | 0% | 1.25% | $5.33 |
 0489.HK | 0% | 1.78% | $0.33 |
 0992.HK | 0% | 4.16% | $0.38 |
 00763.HK | 0% | 2.78% | $0.74 |
 NTES | 0% | 2.37% | $2.58 |
 2628.HK | 0% | 3.16% | $0.47 |
 JD.US | 0% | 1.82% | $0.74 |
 1299.HK | 0% | 3.01% | $1.61 |
 CRBG | 0% | 2.73% | $0.92 |
 VIPS | 0% | 2.85% | $0.41 |
 DELL | 0% | 1.72% | $1.63 |
 SONY | 0% | 0.41% | $0.49 |
 MET | 0% | 2.52% | $2.11 |
 RSG | 0% | 1.03% | $2.14 |
 CHD | 0% | 1.08% | $1.11 |
 SHW | 0% | 0.77% | $2.64 |
 UNM | 0% | 2.13% | $1.46 |
 AIG | 0% | 2.12% | $1.48 |
 EG | 0% | 2.23% | $7.25 |
 CI | 0% | 1.94% | $5.26 |
 AFL | 0% | 1.94% | $1.84 |
 PGR | 0% | 1.99% | $1.15 |
 ALL | 0% | 1.91% | $3.62 |
 669.HK | 0% | 1.97% | $1.93 |
 PRX.NV | 0% | 0.27% | $0.07 |
 EQH | 0% | 1.73% | $0.9 |
 DIS | 0% | 0.88% | $0.75 |
 SPGI | 0% | 0.71% | $3.62 |
 TRV | 0% | 1.71% | $4.05 |
 HIG | 0% | 1.73% | $1.84 |
 BRO | 0% | 0.54% | $0.51 |
 ELV | 0% | 1.67% | $6.22 |
 AMAT | 0% | 0.89% | $1.44 |
 BKNG | 0% | 0.74% | $17.5 |
 KLAC | 0% | 0.79% | $5.65 |
 FOXA | 0% | 1.04% | $0.52 |
 RGA | 0% | 1.53% | $3.4 |
 YMM | 0% | 1.12% | $0.13 |
 MMC | 0% | 1.45% | $2.84 |
 AIZ | 0% | 1.41% | $2.86 |
 00285.HK | 0% | 1.4% | $0.59 |
 0700.HK | 0% | 0.85% | $3.4 |
 CB | 0% | 1.32% | $3.49 |
 GOOGL | 0% | 0.29% | $0.2 |
 WTW | 0% | 1.07% | $3.44 |
 TME | 0% | 1.11% | $0.12 |
 CRM | 0% | 0.47% | $0.4 |
 CASY | 0% | 0.46% | $1.79 |
 WTC.ASX | 0% | 0.14% | $0.16 |
 MA | 0% | 0.49% | $2.46 |
 MTCH | 0% | 0.53% | - |
 AJG | 0% | 0.81% | $2.3 |
 TAN | 0% | 0.49% | - |
 GL | 0% | 0.79% | $0.93 |
 MCK | 0% | 0.46% | $2.48 |
 AON | 0% | 0.73% | $2.52 |
 3888.HK | 0% | 0.36% | $0.14 |
 RNR | 0% | 0.67% | $1.54 |
 TMO | 0% | 0.26% | $1.48 |
 WRB.US | 0% | 0.53% | $0.45 |
 02382.HK | 0% | 0.32% | $0.22 |
 MRVL | 0% | 0.21% | $0.24 |
 SOBO | 0% | 3.01% | - |
 02018.HK | 0% | 0.25% | $0.1 |
 XP | 0% | 0% | $0 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
C | Ex-Dividend | Feb 3 | $0.56 |
AIZ | Ex-Dividend | Feb 3 | $0.80 |
CASY | Ex-Dividend | Feb 3 | $0.50 |
AMT | Pay Day | Feb 3 | $1.62 |
BATS.L | Pay Day | Feb 3 | $0.74 |
AON | Ex-Dividend | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
MET | Ex-Dividend | Feb 4 | $0.55 |
LOW | Pay Day | Feb 5 | $1.15 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
GD | Pay Day | Feb 7 | $1.42 |
OHI | Ex-Dividend | Feb 10 | $0.67 |
V | Ex-Dividend | Feb 11 | $0.59 |
AGNC | Pay Day | Feb 11 | $0.12 |
TXN | Pay Day | Feb 11 | $1.36 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
KVUE | Ex-Dividend | Feb 12 | $0.20 |
BRO | Pay Day | Feb 12 | $0.15 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
MMC | Pay Day | Feb 14 | $0.82 |
UNM | Pay Day | Feb 14 | $0.42 |
AON | Pay Day | Feb 14 | $0.68 |
O | Pay Day | Feb 14 | $0.26 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
ADC | Pay Day | Feb 14 | $0.25 |
CASY | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
OHI | Pay Day | Feb 18 | $0.67 |
SLG | Pay Day | Feb 18 | $0.26 |
AFL | Ex-Dividend | Feb 19 | $0.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
ENR | Ex-Dividend | Feb 20 | $0.30 |
 DOYU | Pay Day | Feb 20 | $9.94 |
APA | Pay Day | Feb 21 | $0.25 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
RPRX | Ex-Dividend | Feb 21 | $0.22 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
KVUE | Pay Day | Feb 26 | $0.20 |
MGR.ASX | Pay Day | Feb 27 | $0.03 |
C | Pay Day | Feb 28 | $0.56 |
DXS.ASX | Pay Day | Feb 28 | $0.12 |
TGT | Pay Day | Mar 1 | $1.12 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
MCK | Ex-Dividend | Mar 3 | $0.71 |
AFL | Pay Day | Mar 3 | $0.58 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ES | Ex-Dividend | Mar 4 | $0.75 |
CI | Ex-Dividend | Mar 5 | $1.51 |
PFE | Pay Day | Mar 7 | $0.43 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
AJG | Ex-Dividend | Mar 7 | $0.65 |
CVX | Pay Day | Mar 10 | $1.71 |
TRV | Ex-Dividend | Mar 10 | $1.05 |
ELV | Ex-Dividend | Mar 10 | $1.71 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
RPRX | Pay Day | Mar 10 | $0.22 |
MET | Pay Day | Mar 11 | $0.55 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
ENR | Pay Day | Mar 13 | $0.30 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
APA.ASX | Pay Day | Mar 17 | $0.17 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
CI | Pay Day | Mar 20 | $1.51 |
VFC | Pay Day | Mar 20 | $0.09 |
AJG | Pay Day | Mar 21 | $0.65 |
SHEL | Pay Day | Mar 24 | $0.72 |
BLK | Pay Day | Mar 24 | $5.21 |
ELV | Pay Day | Mar 25 | $1.71 |
LMT | Pay Day | Mar 28 | $3.30 |
TRV | Pay Day | Mar 31 | $1.05 |
AIZ | Pay Day | Mar 31 | $0.80 |
BDX | Pay Day | Mar 31 | $1.04 |
ES | Pay Day | Mar 31 | $0.75 |
MCK | Pay Day | Apr 1 | $0.71 |
ADP | Pay Day | Apr 1 | $1.54 |
APD | Ex-Dividend | Apr 1 | $1.79 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
KMB | Pay Day | Apr 2 | $1.26 |
CMCSA | Pay Day | Apr 23 | $0.33 |
APD | Pay Day | May 12 | $1.79 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 5.6/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.5
1.5
0
1
2
3
3
Jensen's Alpha
0.4
0.4
-2
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
1.43
1.43
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.04% | May 2021 | Sep 2024 | 40 |
-10.05% | Jun 2020 | Nov 2020 | 5 |
-7.29% | Dec 2020 | Jan 2021 | 1 |
-1.11% | Oct 2024 | Jan 2025 | 3 |