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+1.6%
This Month
+1.41%
Year To Date
+1.41%
2 Years
+1.41%
5 Years
+1.41%
10 Years
+1.41%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧬 Health Technology29.65%
- 💰 Finance23.44%
- 💻 Electronic Technology13.47%
- 🛍️ Retail Trade10.09%
- 🚗 Consumer Durables8.56%
- 💵 Cash5.23%
- ⛏️ Energy Minerals5.09%
- 🛠️ Producer Manufacturing4.56%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE57.25%
- 🇩🇪 FRA14.08%
- 🇬🇧 LSE9.63%
- 🇺🇸 Nasdaq9.12%
- 🇫🇷 Euronext Paris4.78%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States52.22%
- 🇩🇪 Germany14.08%
- 🇬🇧 United Kingdom9.63%
- 🇨🇳 China4.94%
- 🇫🇷 France4.78%
- 🇯🇵 Japan4.73%
- 🇹🇼 Taiwan4.49%
Dividends
Dividend Yield
2.27%
19 out of 20 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VOW3.DE (7.18%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.31% | 6.88% | $1.66 |
 VOW3.DE | 0.28% | 7.18% | $9.06 |
 BP.L | 0.24% | 4.62% | $0.23 |
 BNP.PA | 0.23% | 4.84% | $4.6 |
 BMY | 0.21% | 4.12% | $2.34 |
 GSK.L | 0.16% | 3.5% | $0.59 |
 CVS | 0.12% | 2.41% | $2.54 |
 GILD | 0.12% | 2.5% | $3.04 |
 JNJ | 0.11% | 2.09% | $4.81 |
 BAC | 0.09% | 1.83% | $0.96 |
 SIE.DE | 0.09% | 1.99% | $4.7 |
 JPM | 0.08% | 1.74% | $4.4 |
 C | 0.08% | 1.8% | $2.12 |
 BABA | 0.04% | 0.89% | $0.98 |
 GM | 0.04% | 0.83% | $0.42 |
 TSM | 0.03% | 0.72% | $1.74 |
 SONY | 0.02% | 0.53% | $0.49 |
 BAYN.DE | 0.01% | 0.24% | $0.11 |
 MU | 0% | 0.06% | $0.46 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
JPM | Pay Day | Jul 31, 2026 | $1.50 |
Portfolio Valuation
Based on current positions
P/E Ratio
21.62
High:CVS
45.74CVSLow:SONY
-64SONYDetails
PEG Ratio
91.05
High:JPM
653.32JPMLow:BAYN.DE
-67.73BAYN.DEDetails
Price/Book
2.84
High:TSM
12.22TSMLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
2.56
High:TSM
16.94TSMLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
11.63
High:BABA
28.22BABALow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
20.42
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
P/E Ratio
21.62
High:CVS
45.74CVSLow:SONY
-64SONYDetails
PEG Ratio
91.05
High:JPM
653.32JPMLow:BAYN.DE
-67.73BAYN.DEDetails
Price/Book
2.84
High:TSM
12.22TSMLow:VOW3.DE
0.2VOW3.DEDetails
Price/Sales
2.56
High:TSM
16.94TSMLow:VOW3.DE
0.11VOW3.DEDetails
Price/CF
11.63
High:BABA
28.22BABALow:VOW3.DE
2.51VOW3.DEDetails
Price/FCF
20.42
High:BABA
1,196.17BABALow:JPM
6.1JPMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|