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+0.39%
Today
+9.15%
This Month
+2.83%
Year To Date
+89.93%
2 Years
+252.58%
5 Years
+26.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies39.91%
- 🖥️ Technology Services12.42%
- 📊 ETFs11.96%
- 💻 Electronic Technology8.6%
- 🧬 Health Technology3.87%
- 🛍️ Retail Trade3.8%
- 🍞 Consumer Non Durables3.13%
- 💰 Finance1.9%
- 🚚 Transportation1.59%
- 💇♀️ Consumer Services1.54%
- 🧪 Process Industries1.01%
- 🛠️ Producer Manufacturing1%
- 🚗 Consumer Durables0.66%
- 💵 Cash0.6%
- 💼 Commercial Services0.53%
- 🏥 Health Services0.43%
- 📦 Distribution Services0.17%
- 🪨 Non Energy Minerals0.12%
- 📡 Communications0.09%
- 🏭 Industrial Services0.07%
- ⚡ Utilities0.04%
- 📈 Indexes0%
- ⛏️ Energy Minerals0%
- 💹 Forex0%
- 🧩 Miscellaneous0%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency39.91%
- 🇺🇸 Nasdaq23.98%
- 🇬🇧 LSE11.57%
- 🇺🇸 NYSE10.85%
- 🇩🇪 FRA1.66%
- 🇨🇭 SIX1.02%
- 🇺🇸 Chicago Board Options Exchange0.99%
- 🇭🇰 Hong Kong Exchanges0.92%
- 🇫🇷 Euronext Paris0.72%
- 🇩🇪 Xetra ETFs0.68%
- 🇳🇱 Euronext Amsterdam0.48%
- 🇳🇴 Oslo Stock Exchange0.04%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🇪🇸 Bolsa De Madrid0.01%
- 🌍 CFD0%
- 🌍 FX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.02%
- 🇨🇳 China2.86%
- 🇬🇧 United Kingdom2.43%
- 🇩🇪 Germany1.67%
- 🇨🇭 Switzerland1.16%
- 🇨🇦 Canada0.8%
- 🇫🇷 France0.8%
- 🇳🇱 Netherlands0.76%
- 🇸🇬 Singapore0.71%
- 🇮🇪 Ireland0.68%
- 🇮🇱 Israel0.52%
- 🇹🇼 Taiwan0.39%
- 🇯🇵 Japan0.22%
- 🇭🇰 Hong Kong0.16%
- 🇩🇰 Denmark0.14%
- 🇧🇷 Brazil0.13%
- 🇰🇾 Cayman Islands0.12%
- 🇺🇾 Uruguay0.11%
- 🇱🇺 Luxembourg0.07%
- 🇮🇳 India0.05%
- 🇰🇷 South Korea0.05%
- 🇳🇴 Norway0.04%
- 🇸🇪 Sweden0.02%
- 🇲🇽 Mexico0.02%
- 🇦🇹 Austria0.01%
- 🇪🇸 Spain0.01%
- 🇵🇦 Panama0.01%
Dividends
Dividend Yield
0.39%
210 out of 440 instruments pay dividend.
49 dividend payments in the next 30 days.
Highest Dividend: $PBR (14.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NESN.ZU | 0.03% | 3.45% | $3 |
 NWG.L | 0.03% | 4.15% | $0.17 |
 BTI | 0.02% | 6.76% | $2.92 |
 PG | 0.02% | 2.47% | $3.83 |
 VOW3.DE | 0.02% | 6.51% | $9.06 |
 IIPR | 0.01% | 13.7% | $7.34 |
 IBM | 0.01% | 2.56% | $6.65 |
 MC.PA | 0.01% | 2.64% | $13 |
 GRG.L | 0.01% | 3.2% | $0.6 |
 CSCO | 0.01% | 2.56% | $1.58 |
 VALE | 0.01% | 7.75% | $1.33 |
 QCOM | 0.01% | 2.26% | $3.25 |
 YUM | 0.01% | 1.9% | $2.55 |
 SMG | 0.01% | 4.31% | $2.64 |
 SIE.DE | 0.01% | 2.35% | $4.7 |
 INDA | 0.01% | 0.74% | - |
 BN.PA | 0.01% | 2.84% | $2.1 |
 MSFT | 0.01% | 0.72% | $3 |
 HMSO.L | 0.01% | 5.78% | $0.02 |
 FRE.DE | 0.01% | 2.29% | - |
 GE | 0% | 0.63% | $0.44 |
 PFE | 0% | 7.34% | $1.66 |
 BABA | 0% | 0.83% | $0.98 |
 LIN | 0% | 1.27% | $5.33 |
 NTES | 0% | 2.14% | $2.58 |
 TSM | 0% | 1.15% | $1.74 |
 SAP.DE | 0% | 0.88% | $2.2 |
 SYK | 0% | 0.87% | $3.15 |
 AVGO | 0% | 0.97% | $19.7 |
 JOYY | 0% | 2.12% | $0.71 |
 JD.US | 0% | 2.9% | $0.74 |
 AAPL | 0% | 0.5% | $0.97 |
 DGE.L | 0% | 3.75% | $0.81 |
 BMY | 0% | 5.16% | $2.34 |
 JNJ | 0% | 3.27% | $4.81 |
 MU | 0% | 0.48% | $0.46 |
 SHL.DE | 0% | 1.94% | $0.95 |
 URA | 0% | 3.05% | - |
 GSK | 0% | 4.1% | $1.45 |
 META | 0% | 0.32% | $1 |
 VIPS | 0% | 3.19% | $0.41 |
 DIS | 0% | 0.9% | $0.75 |
 AMGN | 0% | 3.42% | $8.76 |
 SNY | 0% | 3.05% | $1.48 |
 GILD | 0% | 2.9% | $3.04 |
 CRM | 0% | 0.57% | $0.4 |
 0700.HK | 0% | 0.87% | $3.4 |
 VNA.DE | 0% | 3.1% | $0.9 |
 MA | 0% | 0.5% | $2.46 |
 ASML.NV | 0% | 0.96% | $6.1 |
 GOOG | 0% | 0.47% | $0.2 |
 AZN | 0% | 2.18% | $1.42 |
 ASML | 0% | 0.8% | $5.57 |
 GOOGL | 0% | 0.48% | $0.2 |
 TLT | 0% | 4.21% | - |
 LSEG.L | 0% | 1.14% | $1.15 |
 WB | 0% | 9.03% | - |
 ORCL | 0% | 1.08% | $1.6 |
 0968.HK | 0% | 10.16% | $0.23 |
 HD | 0% | 2.45% | $8.52 |
 NKE | 0% | 2.6% | $1.45 |
 BIL | 0% | 4.76% | - |
 ATHM.CH | 0% | 6.83% | $1.68 |
 NVO | 0% | 1.73% | $0.98 |
 EBAY | 0% | 1.56% | $1.04 |
 MRK | 0% | 4.09% | $3.04 |
 ASR | 0% | 7.17% | $5.78 |
 NVDA | 0% | 0.03% | $0.02 |
 EA | 0% | 0.5% | $0.76 |
 HPE | 0% | 2.94% | $0.51 |
 3888.HK | 0% | 0.39% | $0.14 |
 WMT | 0% | 0.98% | $0.81 |
 LLY | 0% | 0.77% | $4.86 |
 0992.HK | 0% | 3.83% | $0.38 |
 PEP | 0% | 4.21% | $5.15 |
 BKNG | 0% | 0.69% | $17.5 |
 PK | 0% | 9.64% | $0.8 |
 CPA | 0% | 6.29% | $4.86 |
 SONY | 0% | 0.36% | $0.49 |
 823.HK | 0% | 6.55% | $2.63 |
 MDT.US | 0% | 3.29% | $2.77 |
 00763.HK | 0% | 2.96% | $0.74 |
 GLPI | 0% | 6.58% | $2.98 |
 SAN.PA | 0% | 4.17% | $3.76 |
 669.HK | 0% | 2.47% | $1.93 |
 GS | 0% | 2.01% | $11 |
 TXN | 0% | 2.89% | $5.14 |
 BTRW.L | 0% | 3.7% | $0.28 |
 VICI | 0% | 5.45% | $1.66 |
 ROG.ZU | 0% | 3.69% | $9.6 |
 00388.HK | 0% | 2.37% | $8.41 |
 1299.HK | 0% | 2.67% | $1.61 |
 RVTY | 0% | 0.31% | $0.28 |
 PAC | 0% | 4.04% | $3.79 |
 CMCSA | 0% | 3.59% | $1.2 |
 SCHD | 0% | 4.03% | - |
 CME | 0% | 3.78% | $9.75 |
 WDC | 0% | 0.2% | - |
 WF | 0% | 5.32% | $2.23 |
 HMC | 0% | 4.05% | $0.65 |
 HTHT | 0% | 4.46% | $0.6 |
 KLAC | 0% | 0.86% | $5.65 |
 MTN | 0% | 6.06% | $8.56 |
 HST | 0% | 5.41% | $0.78 |
 UMC | 0% | 4.34% | $0.36 |
 TCOM.CH | 0% | 0.45% | - |
 SMSN.L | 0% | 2.32% | $23.68 |
 AZN.L | 0% | 2.34% | $2.28 |
 UMG.NV | 0% | 1.88% | $0.51 |
 CB | 0% | 1.97% | $3.49 |
 RHP | 0% | 4.76% | $4.3 |
 KB | 0% | 2.75% | $2.39 |
 AENA.MC | 0% | 3.26% | $6.2 |
 EPIA.ST | 0% | 1.73% | $3.8 |
 DELL | 0% | 1.65% | $1.63 |
 ABT | 0% | 1.71% | $2.16 |
 SIX2.DE | 0% | 3.27% | $3.9 |
 VAC | 0% | 4.7% | $3 |
 TMUS | 0% | 1.37% | $1.95 |
 HON | 0% | 2.01% | $4.27 |
 BDX | 0% | 2.35% | $3.76 |
 SHG | 0% | 3.33% | $1.23 |
 TAK | 0% | 4.1% | $0.56 |
 EXPE | 0% | 0.5% | - |
 LEN | 0% | 1.89% | $1.75 |
 ABBN.ZU | 0% | 1.89% | $0.87 |
 00285.HK | 0% | 1.77% | $0.59 |
 TME | 0% | 1.03% | $0.12 |
 AXP | 0% | 1.02% | $2.6 |
 ADP | 0% | 1.88% | $5.45 |
 SHO | 0% | 4.15% | $0.3 |
 COST | 0% | 0.47% | $19.22 |
 AVOL.ZU | 0% | 2.25% | $0.7 |
 MDLZ | 0% | 2.82% | $1.7 |
 00027.HK | 0% | 3.17% | - |
 COF | 0% | 1.26% | $2.4 |
 SMFG | 0% | 2.22% | $0.29 |
 EVD.DE | 0% | 1.48% | $1.43 |
 ADI | 0% | 1.68% | $3.56 |
 02382.HK | 0% | 0.83% | $0.22 |
 BARN.ZU | 0% | 3.98% | $29 |
 SBUX | 0% | 2.87% | $2.24 |
 MUFG | 0% | 1.71% | $0.23 |
 IAG.L | 0% | 2.08% | - |
 EQIX | 0% | 2.09% | $16.19 |
 VOO | 0% | 1.37% | - |
 TM | 0% | 2.63% | $4.64 |
 MFG | 0% | 2.13% | $0.12 |
 ASX | 0% | 2.33% | $0.23 |
 LUV | 0% | 2.27% | $0.72 |
 YMM | 0% | 0.68% | $0.13 |
 INTU | 0% | 0.61% | $3.6 |
 CP | 0% | 0.68% | $0.56 |
 RYAAY | 0% | 1.53% | $0.93 |
 LVS | 0% | 2.23% | $0.8 |
 EVO.ST | 0% | 4.62% | $31.03 |
 CVC.NV | 0% | 1.27% | - |
 SPGI | 0% | 0.73% | $3.62 |
 GEHC | 0% | 0.19% | $0.12 |
 REGN | 0% | 0.29% | - |
 ACN | 0% | 1.8% | $4.99 |
 LRCX | 0% | 1.07% | $8 |
 ATAT | 0% | 1.39% | $0.13 |
 TRI | 0% | 1.13% | $2.07 |
 PAYX | 0% | 2.58% | $3.65 |
 02018.HK | 0% | 0.62% | $0.1 |
 01928.HK | 0% | 1.66% | - |
 WYNN | 0% | 1.09% | $1 |
 GEN | 0% | 1.79% | $0.5 |
 MRVL | 0% | 0.4% | $0.24 |
 DAL | 0% | 1.24% | $0.3 |
 BYD | 0% | 0.95% | $0.66 |
 QQQ | 0% | 0.63% | - |
 ALC.ZU | 0% | 0.38% | $0.24 |
 MAR | 0% | 0.98% | $2.19 |
 HYG | 0% | 5.9% | - |
 CTAS | 0% | 0.71% | $5.4 |
 O | 0% | 5.72% | $3.09 |
 PRX.NV | 0% | 0.22% | $0.07 |
 RCL | 0% | 0.71% | - |
 IS04.DE | 0% | 2.83% | - |
 V | 0% | 0.64% | $2.01 |
 PBR | 0% | 14.94% | $1.73 |
 IFX.DE | 0% | 1.01% | $0.35 |
 TTE.PA | 0% | 6.16% | $3.06 |
 SHEL.L | 0% | 4.36% | $0.8 |
 VRT | 0% | 0.12% | $0.06 |
 H | 0% | 0.47% | $0.6 |
 CHDN | 0% | 0.43% | $0.38 |
 PEB | 0% | 0.43% | $0.04 |
 SPY5.L | 0% | 1.05% | - |
 VXUS | 0% | 3.05% | - |
 HLT | 0% | 0.24% | $0.6 |
 RSP | 0% | 1.66% | - |
 VEA | 0% | 2.95% | - |
 BBOX.L | 0% | 5.39% | $0.07 |
 SPXL | 0% | 1.04% | - |
 STX.US | 0% | 2.72% | $2.8 |
 DKS | 0% | 2.54% | $4.2 |
 RTX | 0% | 1.9% | $2.44 |
 VO | 0% | 1.61% | - |
 TER | 0% | 0.6% | $0.46 |
 MRP | 0% | -1.34% | - |
 GEV | 0% | -0.11% | - |
 IRDM | 0% | -2.22% | $-0.53 |
 XEL | 0% | -3.16% | $-2.13 |
 AMAT | 0% | -1.02% | $-1.44 |
 VOD | 0% | -6.7% | $-0.94 |
 PAGP | 0% | -7.87% | $-1.17 |
 INTC | -0.01% | -2.39% | $-0.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AMAT | Ex-Dividend | May 22, 2025 | -$0.46 |
BBOX.L | Ex-Dividend | May 22, 2025 | $0.03 |
TER | Ex-Dividend | May 22, 2025 | $0.12 |
RTX | Ex-Dividend | May 23, 2025 | $0.68 |
SMG | Ex-Dividend | May 23, 2025 | $0.66 |
COF | Ex-Dividend | May 23, 2025 | $0.60 |
HLT | Ex-Dividend | May 23, 2025 | $0.15 |
MAR | Ex-Dividend | May 23, 2025 | $0.67 |
00027.HK | Ex-Dividend | May 23, 2025 | $0.06 |
VAC | Ex-Dividend | May 23, 2025 | $0.79 |
FRE.DE | Ex-Dividend | May 26, 2025 | $1.12 |
02018.HK | Ex-Dividend | May 26, 2025 | $0.03 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
YUM | Ex-Dividend | May 27, 2025 | $0.71 |
00763.HK | Pay Day | May 27, 2025 | $0.01 |
EA | Ex-Dividend | May 28, 2025 | $0.19 |
FRE.DE | Pay Day | May 28, 2025 | $1.12 |
SPGI | Ex-Dividend | May 28, 2025 | $0.96 |
1299.HK | Ex-Dividend | May 28, 2025 | $0.17 |
01928.HK | Ex-Dividend | May 28, 2025 | $0.03 |
H | Ex-Dividend | May 29, 2025 | $0.15 |
PAYX | Pay Day | May 29, 2025 | $0.98 |
EBAY | Ex-Dividend | May 30, 2025 | $0.29 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
NTES | Ex-Dividend | May 30, 2025 | $0.68 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
WYNN | Pay Day | May 30, 2025 | $0.25 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
GRG.L | Pay Day | May 30, 2025 | $0.64 |
TMUS | Ex-Dividend | May 30, 2025 | $0.88 |
CPA | Ex-Dividend | May 30, 2025 | $1.61 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
O | Ex-Dividend | Jun 2, 2025 | $0.27 |
DAL | Pay Day | Jun 3, 2025 | $0.15 |
HMSO.L | Pay Day | Jun 3, 2025 | $0.10 |
KLAC | Pay Day | Jun 3, 2025 | $1.90 |
PBR | Ex-Dividend | Jun 4, 2025 | $0.11 |
WDC | Ex-Dividend | Jun 4, 2025 | $0.10 |
LIN | Ex-Dividend | Jun 4, 2025 | $1.50 |
RCL | Ex-Dividend | Jun 4, 2025 | $0.75 |
COF | Pay Day | Jun 5, 2025 | $0.60 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
02382.HK | Ex-Dividend | Jun 5, 2025 | $0.07 |
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
VOD | Ex-Dividend | Jun 6, 2025 | -$0.25 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
SMG | Pay Day | Jun 6, 2025 | $0.66 |
HON | Pay Day | Jun 6, 2025 | $1.13 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
YUM | Pay Day | Jun 6, 2025 | $0.71 |
REGN | Pay Day | Jun 6, 2025 | $0.88 |
VAC | Pay Day | Jun 6, 2025 | $0.79 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
TRI | Pay Day | Jun 10, 2025 | $0.60 |
GEN | Pay Day | Jun 11, 2025 | $0.12 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
H | Pay Day | Jun 11, 2025 | $0.15 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
RTX | Pay Day | Jun 12, 2025 | $0.68 |
AMAT | Pay Day | Jun 12, 2025 | -$0.46 |
1299.HK | Pay Day | Jun 12, 2025 | $0.17 |
00027.HK | Pay Day | Jun 12, 2025 | $0.06 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
EBAY | Pay Day | Jun 13, 2025 | $0.29 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
CB | Ex-Dividend | Jun 13, 2025 | $0.97 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
BBOX.L | Pay Day | Jun 13, 2025 | $0.03 |
UMG.NV | Pay Day | Jun 13, 2025 | $0.31 |
GLPI | Ex-Dividend | Jun 13, 2025 | $0.78 |
O | Pay Day | Jun 13, 2025 | $0.27 |
TER | Pay Day | Jun 13, 2025 | $0.12 |
CPA | Pay Day | Jun 13, 2025 | $1.61 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
BYD | Ex-Dividend | Jun 16, 2025 | $0.18 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
02018.HK | Pay Day | Jun 19, 2025 | $0.03 |
01928.HK | Pay Day | Jun 20, 2025 | $0.03 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
IS04.DE | Pay Day | Jun 26, 2025 | $0.00 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
HLT | Pay Day | Jun 27, 2025 | $0.15 |
02382.HK | Pay Day | Jun 27, 2025 | $0.07 |
669.HK | Pay Day | Jun 27, 2025 | $0.15 |
GLPI | Pay Day | Jun 27, 2025 | $0.78 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
CP | Ex-Dividend | Jun 27, 2025 | $0.16 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
SYK | Ex-Dividend | Jun 30, 2025 | $0.84 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
MAR | Pay Day | Jun 30, 2025 | $0.67 |
PK | Ex-Dividend | Jun 30, 2025 | $0.25 |
SHO | Ex-Dividend | Jun 30, 2025 | $0.09 |
RHP | Ex-Dividend | Jun 30, 2025 | $1.15 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
CB | Pay Day | Jul 3, 2025 | $0.97 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
BYD | Pay Day | Jul 15, 2025 | $0.18 |
PK | Pay Day | Jul 15, 2025 | $0.25 |
SHO | Pay Day | Jul 15, 2025 | $0.09 |
RHP | Pay Day | Jul 15, 2025 | $1.15 |
RVTY | Ex-Dividend | Jul 18, 2025 | $0.07 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
SYK | Pay Day | Jul 31, 2025 | $0.84 |
VOD | Pay Day | Aug 1, 2025 | -$0.25 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
RVTY | Pay Day | Aug 8, 2025 | $0.07 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 6.6/10
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
17.05
17.05
-2
0
2
18
18
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Beta
1.4
1.4
0
0.8
1.2
0
2
Sharpe Ratio
0.63
0.63
0
0.5
1
1.5
1.5
Sortino Ratio
1.29
1.29
0
1
2
3
3
Jensen's Alpha
17.05
17.05
-2
0
2
18
18
Omega Ratio
1.53
1.53
0
1
1.5
2.5
2.5
Treynor Ratio
1.75
1.75
0
0.75
1.25
2
2
Information Ratio
0.48
0.48
0
0.3
0.6
1
1
Calmar Ratio
0.43
0.43
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
35.84
High:
OKTA
2,142.32OKTALow:
CRWD
-5,271.16CRWDDetails
PEG Ratio
133.29
High:
CDNS
3,448.31CDNSLow:
ZS
-2,728.57ZSDetails
Price/Book
10.93
High:
ALNY
329.27ALNYLow:
ORLY
-58.32ORLYDetails
Price/Sales
7.82
High:
PCT.US
989.69PCT.USLow:
AUR
-AURDetails
Price/CF
25.94
High:
TTWO
18,296.3TTWOLow:
WF
1.26WFDetails
Price/FCF
51.15
High:
CME
34,130.22CMELow:WF
1.43WFDetails
P/E Ratio
35.84
High:OKTA
2,142.32OKTALow:CRWD
-5,271.16CRWDDetails
PEG Ratio
133.29
High:CDNS
3,448.31CDNSLow:ZS
-2,728.57ZSDetails
Price/Book
10.93
High:ALNY
329.27ALNYLow:ORLY
-58.32ORLYDetails
Price/Sales
7.82
High:PCT.US
989.69PCT.USLow:AUR
-AURDetails
Price/CF
25.94
High:TTWO
18,296.3TTWOLow:WF
1.26WFDetails
Price/FCF
51.15
High:CME
34,130.22CMELow:WF
1.43WFDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.35% | Jan 2018 | Jan 2021 | 36 |
-55.76% | Nov 2021 | Nov 2024 | 36 |
-23.35% | May 2021 | Oct 2021 | 5 |
-16.48% | Feb 2025 | - | 4 |
-8.39% | Sep 2017 | Oct 2017 | 1 |
-1.38% | Dec 2024 | Jan 2025 | 1 |