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-0.3%
This Month
+19.36%
Year To Date
+64.82%
2 Years
+82.15%
5 Years
+89.99%
10 Years
+13.7%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services26.06%
- 🛍️ Retail Trade17.43%
- 💻 Electronic Technology14.92%
- 💰 Finance9.1%
- 🧬 Health Technology4.69%
- 💵 Cash4.6%
- 📊 ETFs4.12%
- 🍞 Consumer Non Durables3.94%
- 💼 Commercial Services2.76%
- 🛠️ Producer Manufacturing2.24%
- 🏥 Health Services2.01%
- 💇♀️ Consumer Services1.81%
- 🪙 Cryptocurrencies1.41%
- 🪨 Non Energy Minerals1.01%
- 🧪 Process Industries0.86%
- 🚚 Transportation0.83%
- 🚗 Consumer Durables0.77%
- ⛏️ Energy Minerals0.69%
- ⚡ Utilities0.51%
- 🧩 Miscellaneous0.21%
- 🏭 Industrial Services0.17%
- 📦 Distribution Services0.15%
- 📡 Communications0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq46.02%
- 🇺🇸 NYSE37.4%
- 🇭🇰 Hong Kong Exchanges5.08%
- 🌍 Digital Currency1.41%
- 🇫🇷 Euronext Paris1.35%
- 🇩🇪 FRA1.23%
- 🇬🇧 LSE1.02%
- 🇮🇹 Borsa Italiana0.98%
- 🇳🇱 Euronext Amsterdam0.42%
- 🇫🇮 Helsinki Stock Exchange0.31%
- 🇧🇪 Euronext Brussels0.23%
- 🇪🇸 Bolsa De Madrid0.13%
- 🇺🇸 Chicago Board Options Exchange0.12%
- 🇸🇪 Stockholm Stock Exchange0.07%
- 🇨🇭 SIX0.03%
- 🇳🇴 Oslo Stock Exchange0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States66.78%
- 🇨🇳 China10.57%
- 🇧🇷 Brazil2.12%
- 🇩🇪 Germany1.52%
- 🇫🇷 France1.42%
- 🇰🇷 South Korea0.85%
- 🇮🇱 Israel0.85%
- 🇮🇹 Italy0.84%
- 🇨🇦 Canada0.8%
- 🇸🇬 Singapore0.54%
- 🇳🇱 Netherlands0.51%
- 🇩🇰 Denmark0.42%
- 🇱🇺 Luxembourg0.41%
- 🇭🇰 Hong Kong0.39%
- 🇹🇼 Taiwan0.39%
- 🇨🇭 Switzerland0.34%
- 🇫🇮 Finland0.31%
- 🇬🇧 United Kingdom0.31%
- 🇧🇪 Belgium0.23%
- 🇨🇾 Cyprus0.15%
- 🇪🇸 Spain0.13%
- 🇮🇪 Ireland0.12%
- 🇺🇾 Uruguay0.12%
- 🇸🇪 Sweden0.07%
- 🇰🇾 Cayman Islands0.05%
- 🇳🇴 Norway0.03%
- 🇧🇲 Bermuda0.03%
Dividends
Dividend Yield
1.21%
263 out of 495 instruments pay dividend.
79 dividend payments in the next 30 days.
Highest Dividend: $XIFR (17.77%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ITUB | 0.11% | 5.62% | $0.15 |
 XLE | 0.08% | 3.37% | - |
 KHC | 0.05% | 5.94% | $1.6 |
 SDIV | 0.05% | 10.34% | - |
 BABA | 0.04% | 0.79% | $0.98 |
 SAN.PA | 0.03% | 4.95% | $3.76 |
 QYLD | 0.03% | 11.23% | - |
 DOC | 0.03% | 6.81% | $1.2 |
 PFE | 0.03% | 6.99% | $1.66 |
 MSFT | 0.03% | 0.66% | $3 |
 9988.HK | 0.03% | 0.79% | $0.98 |
 KO | 0.02% | 2.95% | $1.89 |
 TROW | 0.02% | 4.53% | $4.92 |
 2318.HK | 0.02% | 5.04% | $2.63 |
 GIS | 0.01% | 4.86% | $2.36 |
 0992.HK | 0.01% | 3.66% | $0.38 |
 SBUX | 0.01% | 2.81% | $2.24 |
 CS.PA | 0.01% | 5.38% | $1.98 |
 SMSN.L | 0.01% | 1.69% | $23.68 |
 UMC | 0.01% | 5.44% | $0.36 |
 UNH | 0.01% | 2.78% | $7.74 |
 TGT | 0.01% | 4.86% | $4.42 |
 XOM | 0.01% | 3.52% | $3.76 |
 CAG | 0.01% | 7.37% | $1.4 |
 AES | 0.01% | 5.52% | $0.68 |
 AGS.BR | 0.01% | 4.16% | $2.28 |
 COLB | 0.01% | 5.38% | $1.44 |
 SWKS | 0.01% | 3.81% | $2.72 |
 0700.HK | 0.01% | 0.76% | $3.4 |
 NVO | 0.01% | 2.19% | $0.98 |
 CDW | 0.01% | 1.52% | $2.45 |
 KVUE | 0.01% | 4.05% | $0.8 |
 ARE | 0.01% | 6.43% | $5.02 |
 TFC | 0.01% | 4.44% | $2.08 |
 STLAM.MI | 0.01% | 8.79% | $1.55 |
 AMT | 0.01% | 3.44% | $6.56 |
 PEP | 0.01% | 3.79% | $5.15 |
 CRM | 0.01% | 0.67% | $0.4 |
 VICI | 0.01% | 5.17% | $1.66 |
 XIFR | 0.01% | 17.77% | $3.49 |
 NTAP | 0.01% | 1.76% | $2.02 |
 MTCH | 0.01% | 2.04% | - |
 PIA.MI | 0.01% | 4.04% | $0.21 |
 FBK.MI | 0.01% | 3.97% | $0.69 |
 META | 0.01% | 0.27% | $1 |
 EL | 0.01% | 1.59% | $2.64 |
 GPI | 0.01% | 0.41% | $1.84 |
 SJM | 0.01% | 3.88% | $4.24 |
 ORCL | 0.01% | 0.81% | $1.6 |
 MED.US | 0.01% | 8.09% | $6.59 |
 ALB | 0.01% | 2.05% | $1.6 |
 ISP.MI | 0.01% | 6.35% | $0.3 |
 LDOS | 0.01% | 0.9% | $1.5 |
 DIV | 0.01% | 6.3% | - |
 AAPL | 0.01% | 0.43% | $0.97 |
 IP.US | 0.01% | 3.87% | $1.85 |
 BDX | 0% | 2.19% | $3.76 |
 PGX | 0% | 6.16% | - |
 MEI | 0% | 7.1% | $0.56 |
 SHA0.DE | 0% | 4.48% | $0.45 |
 WB | 0% | 6.95% | - |
 AMCR | 0% | 6.16% | $0.5 |
 MOS | 0% | 2.68% | $0.82 |
 SWK | 0% | 4.42% | $3.24 |
 EBAY | 0% | 1.23% | $1.04 |
 PBF | 0% | 3.88% | $0.95 |
 KNEBV.HE | 0% | 3.27% | $1.75 |
 CBSH | 0% | 1.77% | $1.04 |
 TTE.PA | 0% | 6.22% | $3.06 |
 PFF | 0% | 6.65% | - |
 UPS | 0% | 7.79% | $6.5 |
 BFF.MI | 0% | 11.74% | $0.98 |
 LW | 0% | 2.64% | $1.28 |
 HRL | 0% | 4.56% | $1.12 |
 URA | 0% | 1.91% | - |
 BAX | 0% | 2.89% | $1.16 |
 SPM.MI | 0% | 7.22% | - |
 OGN.US | 0% | 6.23% | $1.12 |
 INTC | 0% | 0.51% | $0.5 |
 P911.DE | 0% | 5.22% | $2.31 |
 ELV | 0% | 2.2% | $6.22 |
 TER | 0% | 0.4% | $0.46 |
 ABN.NV | 0% | 5.09% | $1.51 |
 LKQ | 0% | 3.74% | $1.18 |
 AD.NV | 0% | 3.41% | $1.1 |
 TEN.MI | 0% | 4.88% | $0.55 |
 POWI | 0% | 1.89% | $0.79 |
 EVO.ST | 0% | 3.88% | $31.03 |
 OSB.L | 0% | 6.35% | $0.32 |
 CCI | 0% | 5.54% | $6.26 |
 PLTK | 0% | 10.68% | $0.2 |
 BPSO.MI | 0% | 6.5% | $0.56 |
 MC.PA | 0% | 2.6% | $13 |
 MRVL | 0% | 0.37% | $0.24 |
 MO | 0% | 6.22% | $3.92 |
 MRK | 0% | 3.88% | $3.04 |
 LIGHT.NV | 0% | 6.93% | $1.55 |
 ANIM.MI | 0% | 7.38% | $0.25 |
 CMCSA | 0% | 3.84% | $1.2 |
 SHY | 0% | 3.95% | - |
 NESTE.HE | 0% | 1.24% | $1.2 |
 BWA | 0% | 1.15% | $0.44 |
 GPC | 0% | 2.9% | $3.9 |
 VRLA.PA | 0% | 7.04% | $2.15 |
 SPG | 0% | 4.69% | $7.75 |
 FMC | 0% | 6.3% | $2.32 |
 ZBH | 0% | 0.92% | $0.96 |
 NNN | 0% | 5.54% | $2.26 |
 SAN.MC | 0% | 2.08% | $0.14 |
 INVH | 0% | 3.82% | $1.36 |
 MKSI | 0% | 0.87% | $0.88 |
 BBD | 0% | 0.9% | $0.06 |
 HSY | 0% | 2.97% | $5.12 |
 CLX | 0% | 3.95% | $4.8 |
 TLX.DE | 0% | 2.4% | $2.35 |
 AYV.PA | 0% | 3.99% | $0.47 |
 EQNR.OL | 0% | 6.28% | $13.95 |
 F | 0% | 6.45% | $0.78 |
 UPM.HE | 0% | 6.36% | $1.5 |
 LMT | 0% | 2.9% | $12.45 |
 HAL | 0% | 3.04% | $0.66 |
 OLED | 0% | 1.23% | $1.5 |
 IRDM | 0% | 2.34% | $0.53 |
 REGN | 0% | 0.47% | - |
 RI.PA | 0% | 4.87% | $4.7 |
 ARG.PA | 0% | 5.24% | $3.15 |
 HII | 0% | 2.02% | $5.14 |
 DEI | 0% | 4.61% | $0.76 |
 NUE | 0% | 1.52% | $2.13 |
 STAN.L | 0% | 2.25% | $0.22 |
 LUV | 0% | 2.32% | $0.72 |
 BKH | 0% | 4.52% | $2.55 |
 SCHW | 0% | 1.09% | $1 |
 BBY | 0% | 4.94% | $3.72 |
 D | 0% | 4.57% | $2.67 |
 ES | 0% | 4.67% | $2.78 |
 PII | 0% | 4.66% | $2.62 |
 LLY | 0% | 0.78% | $4.86 |
 MAIRE.MI | 0% | 2.95% | $0.2 |
 INDB | 0% | 3.26% | $2.22 |
 ADI | 0% | 1.59% | $3.56 |
 CPB | 0% | 4.7% | $1.48 |
 OR.PA | 0% | 1.73% | $6.6 |
 RWE.DE | 0% | 3.17% | $1 |
 BF-B | 0% | 3.24% | $0.86 |
 PNC | 0% | 3.14% | $6.2 |
 ENTG | 0% | 0.51% | $0.4 |
 TSM | 0% | 1.05% | $1.74 |
 CPT | 0% | 3.81% | $4.06 |
 GD | 0% | 1.84% | $5.48 |
 MTB | 0% | 2.75% | $5.25 |
 VTR | 0% | 2.76% | $1.8 |
 CI | 0% | 1.97% | $5.26 |
 VRSN | 0% | 0.56% | - |
 NESN.ZU | 0% | 4.01% | $3 |
 ISTB | 0% | 3.96% | - |
 EOAN.DE | 0% | 3.68% | $0.53 |
 QSR | 0% | 3.94% | $2.26 |
 ZTS | 0% | 1.27% | $1.67 |
 GTX.US | 0% | 1.39% | - |
 AVB | 0% | 3.61% | $6.7 |
 RGCO | 0% | 3.66% | $0.8 |
 AEE | 0% | 2.79% | $2.6 |
 COLD | 0% | 6.47% | $0.88 |
 SM | 0% | 2.85% | $0.66 |
 DGE.L | 0% | 3.9% | $0.81 |
 PSKY | 0% | 1.37% | $0.2 |
 BTG.US | 0% | 2.54% | $0.16 |
 MRL.MC | 0% | 2.6% | $0.36 |
 TAN | 0% | 0.48% | - |
 HWM | 0% | 0.22% | $0.19 |
 QFIN | 0% | 5.01% | $1.06 |
 AMAT | 0% | 1.08% | $1.44 |
 BX | 0% | 2.52% | $3.36 |
 DHR | 0% | 0.6% | $1.05 |
 IRM | 0% | 3.39% | $2.6 |
 TSBK | 0% | 2.99% | $0.94 |
 CINF | 0% | 2.21% | $3.12 |
 JBL | 0% | 0.15% | $0.32 |
 ADP | 0% | 2.05% | $5.45 |
 ASX | 0% | 2.55% | $0.23 |
 HUM | 0% | 1.13% | $3.54 |
 GILD | 0% | 2.8% | $3.04 |
 WGO | 0% | 3.8% | $1.24 |
 ERIE | 0% | 1.64% | $5.01 |
 JPM | 0% | 1.75% | $4.4 |
 HTO | 0% | 3.36% | $1.56 |
 ROK | 0% | 1.54% | $5 |
 LDO.MI | 0% | 1.1% | $0.28 |
 PPG | 0% | 2.52% | $2.6 |
 JDW.L | 0% | 2.37% | - |
 KDP | 0% | 3.16% | $0.86 |
 BKE | 0% | 2.34% | $1.4 |
 AWK | 0% | 2.26% | $2.89 |
 AIZ | 0% | 1.48% | $2.86 |
 QCOM | 0% | 2.19% | $3.25 |
 AFG | 0% | 2.31% | $2.76 |
 GL | 0% | 0.75% | $0.93 |
 HD | 0% | 2.22% | $8.52 |
 MSCI | 0% | 1.26% | $5.96 |
 BC.MI | 0% | 0.98% | $0.91 |
 VFC | 0% | 2.44% | $0.57 |
 AZN.L | 0% | 2.01% | $2.28 |
 ABM | 0% | 2.12% | $0.9 |
 AZN | 0% | 1.88% | $1.42 |
 EA | 0% | 0.45% | $0.76 |
 PRX.NV | 0% | 0.38% | $0.07 |
 TECH | 0% | 0.61% | $0.32 |
 SL.MI | 0% | 2.95% | $1 |
 STE | 0% | 0.97% | $2.08 |
 ATE.PA | 0% | 2.36% | $1.5 |
 EG | 0% | 2.31% | $7.25 |
 EQIX | 0% | 2.41% | $16.19 |
 ACN | 0% | 2.35% | $4.99 |
 KLIC | 0% | 2.19% | $0.79 |
 SBAC | 0% | 2.23% | $3.66 |
 WMT | 0% | 0.94% | $0.81 |
 FCX | 0% | 1.31% | $0.6 |
 GE | 0% | 0.46% | $0.44 |
 FL | 0% | 1.89% | $1.6 |
 ASM.NV | 0% | 0.73% | $2.75 |
 TSCO | 0% | 1.51% | $4.26 |
 ATEN | 0% | 1.36% | $0.24 |
 LEN | 0% | 1.46% | $1.75 |
 SYF | 0% | 1.43% | $1 |
 INTU | 0% | 0.65% | $3.6 |
 SAP.DE | 0% | 1.01% | $2.2 |
 ST | 0% | 1.49% | $0.48 |
 SHW | 0% | 0.84% | $2.64 |
 HO.PA | 0% | 1.66% | $3.4 |
 BALL | 0% | 1.6% | $0.8 |
 ARIS.MI | 0% | 1.91% | $0.17 |
 MJ | 0% | 5.59% | - |
 CMC | 0% | 1.25% | $0.66 |
 IEX | 0% | 1.72% | $2.61 |
 CE | 0% | 1.72% | $2.8 |
 LIT | 0% | 0.69% | - |
 CMCO | 0% | 1.9% | $0.28 |
 TFX | 0% | 1.06% | $1.36 |
 RMD | 0% | 0.8% | $1.92 |
 0968.HK | 0% | 1.22% | $0.23 |
 AFX.DE | 0% | 1.43% | $1.1 |
 IP.MI | 0% | 0.83% | $0.32 |
 IFX.DE | 0% | 1.13% | $0.35 |
 RCL | 0% | 0.68% | - |
 KLAC | 0% | 0.82% | $5.65 |
 REY.MI | 0% | 0.97% | $1 |
 A.US | 0% | 0.77% | $0.93 |
 FLG | 0% | 0.31% | $0.4 |
 TXT | 0% | 0.1% | $0.08 |
 RHM.DE | 0% | 0.47% | $5.7 |
 EFX | 0% | 0.74% | $1.56 |
 MCK | 0% | 0.43% | $2.48 |
 BSY | 0% | 0.49% | $0.22 |
 WRB.US | 0% | 0.45% | $0.45 |
 IDT | 0% | 0.34% | $0.1 |
 WST | 0% | 0.34% | $0.8 |
 RVTY | 0% | 0.33% | $0.28 |
 BDC | 0% | 0.16% | $0.2 |
 GEHC | 0% | 0.18% | $0.12 |
 VRT | 0% | 0.11% | $0.06 |
 COO | 0% | 0.01% | $0.02 |
 NLOP | 0% | -1.05% | $-0.34 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
GPC | Ex-Dividend | Sep 5, 2025 | $1.03 |
D | Ex-Dividend | Sep 5, 2025 | $0.67 |
SHW | Pay Day | Sep 5, 2025 | $0.79 |
CBSH | Ex-Dividend | Sep 5, 2025 | $0.28 |
MKSI | Pay Day | Sep 5, 2025 | $0.22 |
TER | Ex-Dividend | Sep 5, 2025 | $0.12 |
AMCR | Ex-Dividend | Sep 5, 2025 | $0.13 |
FLG | Ex-Dividend | Sep 5, 2025 | $0.01 |
MOS | Ex-Dividend | Sep 8, 2025 | $0.22 |
BDX | Ex-Dividend | Sep 8, 2025 | $1.04 |
AZN.L | Pay Day | Sep 8, 2025 | $1.03 |
AZN | Pay Day | Sep 8, 2025 | $0.52 |
QFIN | Ex-Dividend | Sep 8, 2025 | $0.76 |
AEE | Ex-Dividend | Sep 9, 2025 | $0.71 |
SPG | Ex-Dividend | Sep 9, 2025 | $2.15 |
TSCO | Pay Day | Sep 9, 2025 | $0.23 |
ABN.NV | Pay Day | Sep 9, 2025 | $0.63 |
XOM | Pay Day | Sep 10, 2025 | $0.99 |
ELV | Ex-Dividend | Sep 10, 2025 | $1.71 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
VFC | Ex-Dividend | Sep 10, 2025 | $0.09 |
CDW | Pay Day | Sep 10, 2025 | $0.62 |
ROK | Pay Day | Sep 10, 2025 | $1.31 |
2318.HK | Ex-Dividend | Sep 10, 2025 | $0.13 |
WGO | Ex-Dividend | Sep 10, 2025 | $0.35 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
BDC | Ex-Dividend | Sep 11, 2025 | $0.05 |
EBAY | Pay Day | Sep 12, 2025 | $0.29 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
PPG | Pay Day | Sep 12, 2025 | $0.71 |
TXT | Ex-Dividend | Sep 12, 2025 | $0.02 |
ADP | Ex-Dividend | Sep 12, 2025 | $1.54 |
HII | Pay Day | Sep 12, 2025 | $1.35 |
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 |
MO | Ex-Dividend | Sep 15, 2025 | $1.06 |
BWA | Pay Day | Sep 15, 2025 | $0.17 |
LDOS | Ex-Dividend | Sep 15, 2025 | $0.40 |
PII | Pay Day | Sep 15, 2025 | $0.67 |
TROW | Ex-Dividend | Sep 15, 2025 | $1.27 |
HSY | Pay Day | Sep 15, 2025 | $1.37 |
CCI | Ex-Dividend | Sep 15, 2025 | $1.06 |
EFX | Pay Day | Sep 15, 2025 | $0.50 |
TFX | Pay Day | Sep 15, 2025 | $0.34 |
IRM | Ex-Dividend | Sep 15, 2025 | $0.78 |
IRDM | Ex-Dividend | Sep 15, 2025 | $0.15 |
VRT | Ex-Dividend | Sep 15, 2025 | $0.04 |
COLB | Pay Day | Sep 15, 2025 | $0.36 |
SWK | Pay Day | Sep 16, 2025 | $0.83 |
EL | Pay Day | Sep 16, 2025 | $0.35 |
GPI | Pay Day | Sep 16, 2025 | $0.50 |
BALL | Pay Day | Sep 16, 2025 | $0.20 |
SWKS | Pay Day | Sep 16, 2025 | $0.71 |
ADI | Pay Day | Sep 16, 2025 | $0.99 |
OLED | Ex-Dividend | Sep 16, 2025 | $0.45 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
EQIX | Pay Day | Sep 17, 2025 | $4.69 |
FLG | Pay Day | Sep 17, 2025 | $0.01 |
HD | Pay Day | Sep 18, 2025 | $2.30 |
MOS | Pay Day | Sep 18, 2025 | $0.22 |
BBY | Ex-Dividend | Sep 18, 2025 | $0.95 |
CI | Pay Day | Sep 18, 2025 | $1.51 |
VFC | Pay Day | Sep 18, 2025 | $0.09 |
SBAC | Pay Day | Sep 18, 2025 | $1.11 |
RMD | Pay Day | Sep 18, 2025 | $0.60 |
KLIC | Ex-Dividend | Sep 18, 2025 | $0.20 |
OSB.L | Pay Day | Sep 19, 2025 | $0.15 |
EG | Pay Day | Sep 19, 2025 | $2.00 |
DOC | Ex-Dividend | Sep 19, 2025 | $0.10 |
D | Pay Day | Sep 20, 2025 | $0.67 |
CINF | Ex-Dividend | Sep 22, 2025 | $0.87 |
PIA.MI | Ex-Dividend | Sep 22, 2025 | $0.05 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
CBSH | Pay Day | Sep 23, 2025 | $0.28 |
QSR | Ex-Dividend | Sep 23, 2025 | $0.62 |
HAL | Pay Day | Sep 24, 2025 | $0.17 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
PIA.MI | Pay Day | Sep 24, 2025 | $0.05 |
WGO | Pay Day | Sep 24, 2025 | $0.35 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
ELV | Pay Day | Sep 25, 2025 | $1.71 |
QFIN | Pay Day | Sep 25, 2025 | $0.76 |
AMCR | Pay Day | Sep 25, 2025 | $0.13 |
VRT | Pay Day | Sep 25, 2025 | $0.04 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
HUM | Ex-Dividend | Sep 26, 2025 | $0.88 |
KHC | Pay Day | Sep 26, 2025 | $0.40 |
STE | Pay Day | Sep 26, 2025 | $0.63 |
PLTK | Ex-Dividend | Sep 26, 2025 | $0.10 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
AIZ | Pay Day | Sep 29, 2025 | $0.80 |
TROW | Pay Day | Sep 29, 2025 | $1.27 |
TER | Pay Day | Sep 29, 2025 | $0.12 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
FMC | Ex-Dividend | Sep 30, 2025 | $0.58 |
BDX | Pay Day | Sep 30, 2025 | $1.04 |
AEE | Pay Day | Sep 30, 2025 | $0.71 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
SPG | Pay Day | Sep 30, 2025 | $2.15 |
MTB | Pay Day | Sep 30, 2025 | $1.50 |
STAN.L | Pay Day | Sep 30, 2025 | $0.12 |
POWI | Pay Day | Sep 30, 2025 | $0.21 |
CCI | Pay Day | Sep 30, 2025 | $1.06 |
ZBH | Ex-Dividend | Sep 30, 2025 | $0.24 |
OLED | Pay Day | Sep 30, 2025 | $0.45 |
ARE | Ex-Dividend | Sep 30, 2025 | $1.32 |
COLD | Ex-Dividend | Sep 30, 2025 | $0.23 |
IRDM | Pay Day | Sep 30, 2025 | $0.15 |
DOC | Pay Day | Sep 30, 2025 | $0.10 |
MJ | Pay Day | Sep 30, 2025 | $0.00 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
CMCSA | Ex-Dividend | Oct 1, 2025 | $0.33 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
BAX | Pay Day | Oct 1, 2025 | $0.17 |
TXT | Pay Day | Oct 1, 2025 | $0.02 |
ADP | Pay Day | Oct 1, 2025 | $1.54 |
GPC | Pay Day | Oct 2, 2025 | $1.03 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
NTAP | Ex-Dividend | Oct 3, 2025 | $0.52 |
GL | Ex-Dividend | Oct 3, 2025 | $0.27 |
MTCH | Ex-Dividend | Oct 3, 2025 | $0.19 |
IRM | Pay Day | Oct 3, 2025 | $0.78 |
ERIE | Ex-Dividend | Oct 6, 2025 | $1.36 |
MRK | Pay Day | Oct 7, 2025 | $0.81 |
QSR | Pay Day | Oct 7, 2025 | $0.62 |
BDC | Pay Day | Oct 7, 2025 | $0.05 |
KLIC | Pay Day | Oct 7, 2025 | $0.20 |
BBD | Pay Day | Oct 8, 2025 | $0.00 |
BBY | Pay Day | Oct 9, 2025 | $0.95 |
INTU | Ex-Dividend | Oct 9, 2025 | $1.20 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GD | Ex-Dividend | Oct 10, 2025 | $1.50 |
MO | Pay Day | Oct 10, 2025 | $1.06 |
0968.HK | Pay Day | Oct 10, 2025 | $0.00 |
PLTK | Pay Day | Oct 10, 2025 | $0.10 |
CINF | Pay Day | Oct 15, 2025 | $0.87 |
ARE | Pay Day | Oct 15, 2025 | $1.32 |
COLD | Pay Day | Oct 15, 2025 | $0.23 |
FMC | Pay Day | Oct 16, 2025 | $0.58 |
DGE.L | Ex-Dividend | Oct 16, 2025 | $0.84 |
INTU | Pay Day | Oct 17, 2025 | $1.20 |
MTCH | Pay Day | Oct 17, 2025 | $0.19 |
RVTY | Ex-Dividend | Oct 17, 2025 | $0.07 |
ERIE | Pay Day | Oct 21, 2025 | $1.36 |
CMCSA | Pay Day | Oct 22, 2025 | $0.33 |
NTAP | Pay Day | Oct 22, 2025 | $0.52 |
2318.HK | Pay Day | Oct 24, 2025 | $0.13 |
UPM.HE | Ex-Dividend | Oct 30, 2025 | $0.78 |
HUM | Pay Day | Oct 31, 2025 | $0.88 |
GL | Pay Day | Oct 31, 2025 | $0.27 |
ZBH | Pay Day | Oct 31, 2025 | $0.24 |
UPM.HE | Pay Day | Nov 7, 2025 | $0.78 |
RVTY | Pay Day | Nov 7, 2025 | $0.07 |
WST | Ex-Dividend | Nov 12, 2025 | $0.22 |
EQNR.OL | Ex-Dividend | Nov 13, 2025 | $0.37 |
GD | Pay Day | Nov 14, 2025 | $1.50 |
WST | Pay Day | Nov 19, 2025 | $0.22 |
EQNR.OL | Pay Day | Nov 26, 2025 | $0.37 |
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 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
WMT | Pay Day | Jan 5, 2026 | $0.24 |
Performance Metrics
Score 5/10
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.3
0.3
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.8
0.8
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
0.96
0.96
0
1
2
3
3
Jensen's Alpha
0.3
0.3
-2
0
2
4.5
4.5
Omega Ratio
0.88
0.88
0
1
1.5
2.5
2.5
Treynor Ratio
1.15
1.15
0
0.75
1.25
2
2
Information Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.18
High:
PI
27,009.72PILow:
OLO
-1,369.33OLODetails
PEG Ratio
651.31
High:
RMBS
35,462.87RMBSLow:
ZS
-3,250.61ZSDetails
Price/Book
7.17
High:
RBLX
261.9RBLXLow:
NIO
-78.69NIODetails
Price/Sales
5.41
High:
MSTR
219.14MSTRLow:
MODVQ
0MODVQDetails
Price/CF
21.1
High:MSTR
7,511.07MSTRLow:
AYV.PA
0.63AYV.PADetails
Price/FCF
56.89
High:
DOMO
26,722.2DOMOLow:
HTZ
0.31HTZDetails
P/E Ratio
32.18
High:PI
27,009.72PILow:OLO
-1,369.33OLODetails
PEG Ratio
651.31
High:RMBS
35,462.87RMBSLow:ZS
-3,250.61ZSDetails
Price/Book
7.17
High:RBLX
261.9RBLXLow:NIO
-78.69NIODetails
Price/Sales
5.41
High:MSTR
219.14MSTRLow:MODVQ
0MODVQDetails
Price/CF
21.1
High:MSTR
7,511.07MSTRLow:AYV.PA
0.63AYV.PADetails
Price/FCF
56.89
High:DOMO
26,722.2DOMOLow:HTZ
0.31HTZDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.49% | Jul 2021 | Sep 2024 | 38 |
-5.75% | Sep 2020 | Nov 2020 | 2 |
-5.2% | Mar 2025 | Jun 2025 | 3 |
-3.61% | Dec 2024 | Jan 2025 | 1 |
-1.81% | May 2021 | Jun 2021 | 1 |
-1.56% | Mar 2021 | Apr 2021 | 1 |
-1.3% | Apr 2020 | Jul 2020 | 3 |
-0.86% | Oct 2024 | Nov 2024 | 1 |
-0.3% | Sep 2025 | - | 1 |