Loading...
+0.6%
This Month
+0.6%
Year To Date
+0.6%
2 Years
+0.6%
5 Years
+0.6%
10 Years
+0.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance87.51%
- 💵 Cash12.44%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE87.51%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.42%
- 🇯🇵 Japan19.08%
- 🇨🇦 Canada13.75%
- 🇮🇳 India4.27%
Dividends
Dividend Yield
2.15%
15 out of 15 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $TFC (4.17%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BAC | 0.24% | 2.09% | $0.96 |
 TFC | 0.21% | 4.17% | $2.08 |
 USB | 0.2% | 3.69% | $1.94 |
 BNS | 0.19% | 4.13% | $3.09 |
 PNC | 0.16% | 3.05% | $6.2 |
 MUFG | 0.15% | 2.21% | $0.23 |
 TD | 0.15% | 3.22% | $2.93 |
 WFC | 0.14% | 1.99% | $1.4 |
 SMFG | 0.13% | 2.14% | $0.29 |
 RY | 0.12% | 2.66% | $4.03 |
 MS | 0.11% | 2.15% | $3.4 |
 MFG | 0.11% | 1.73% | $0.12 |
 JPM | 0.1% | 1.93% | $4.4 |
 GS | 0.1% | 1.66% | $11 |
 HDB | 0.04% | 0.99% | $0.6 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Portfolio Valuation
Based on current positions
P/E Ratio
14.95
High:HDB
19.33HDBLow:TD
11.42TDDetails
PEG Ratio
187.97
High:JPM
1,123.65JPMLow:TD
8.4TDDetails
Price/Book
1.79
High:MS
3.13MSLow:TFC
1.05TFCDetails
Price/Sales
2.32
High:JPM
2.95JPMLow:TD
1.8TDDetails
Price/CF
9.98
High:TD
20.96TDLow:GS
4.22GSDetails
Price/FCF
13.07
High:MS
65.55MSLow:GS
4.8GSDetails
P/E Ratio
14.95
High:HDB
19.33HDBLow:TD
11.42TDDetails
PEG Ratio
187.97
High:JPM
1,123.65JPMLow:TD
8.4TDDetails
Price/Book
1.79
High:MS
3.13MSLow:TFC
1.05TFCDetails
Price/Sales
2.32
High:JPM
2.95JPMLow:TD
1.8TDDetails
Price/CF
9.98
High:TD
20.96TDLow:GS
4.22GSDetails
Price/FCF
13.07
High:MS
65.55MSLow:GS
4.8GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|