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0%
This Month
+4.98%
Year To Date
-3.12%
2 Years
-3.12%
5 Years
-3.12%
10 Years
-3.4%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology21.62%
- 💰 Finance19.88%
- 🖥️ Technology Services19.03%
- 🪙 Cryptocurrencies6.09%
- 🛍️ Retail Trade6.03%
- 🍞 Consumer Non Durables4.15%
- 🚗 Consumer Durables3.97%
- 📊 ETFs3.72%
- 🚚 Transportation2.15%
- 🪨 Non Energy Minerals2.14%
- 🛠️ Producer Manufacturing1.88%
- 📡 Communications1.71%
- 🧬 Health Technology0.97%
- 💼 Commercial Services0.93%
- ⚡ Utilities0.67%
- 💇♀️ Consumer Services0.4%
- 📦 Distribution Services0.37%
- 🧩 Miscellaneous0.24%
- 💹 Forex0.23%
- 🏭 Industrial Services0.17%
- ⛏️ Energy Minerals0.14%
- 🏥 Health Services0.1%
- 📈 Indexes0.1%
- 🌾 Commodities0.03%
- 🧪 Process Industries0.03%
- 💵 Cash0.03%
- ❓ Other0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq47.31%
- 🇺🇸 NYSE20.68%
- 🇬🇧 LSE18.07%
- 🌍 Digital Currency6.09%
- 🇩🇰 Copenhagen Stock Exchange1.91%
- 🇺🇸 Chicago Board Options Exchange0.83%
- 🇫🇷 Euronext Paris0.42%
- 🌍 FX0.23%
- 🇮🇹 Borsa Italiana0.21%
- 🇩🇪 FRA0.19%
- 🇭🇰 Hong Kong Exchanges0.18%
- 🇪🇸 Bolsa De Madrid0.16%
- 🇳🇱 Euronext Amsterdam0.13%
- 🇩🇪 Xetra ETFs0.11%
- 🌍 CFD0.1%
- 🇧🇪 Euronext Brussels0.06%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🌍 Commodity0.03%
- 🇳🇴 Oslo Stock Exchange0.01%
- Abu Dhabi0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇨🇭 SIX0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.6%
- 🇬🇧 United Kingdom17.39%
- 🇹🇼 Taiwan3.31%
- 🇩🇰 Denmark1.92%
- 🇮🇱 Israel1.6%
- 🇺🇾 Uruguay1.36%
- 🇨🇦 Canada1.18%
- 🇨🇭 Switzerland0.85%
- 🇳🇱 Netherlands0.66%
- 🇫🇷 France0.4%
- 🇨🇳 China0.36%
- 🇧🇲 Bermuda0.28%
- 🇮🇹 Italy0.23%
- 🇪🇸 Spain0.23%
- 🇩🇪 Germany0.2%
- 🇮🇪 Ireland0.15%
- 🇰🇾 Cayman Islands0.15%
- 🇿🇦 South Africa0.1%
- 🇧🇷 Brazil0.09%
- 🇧🇪 Belgium0.06%
- 🇫🇮 Finland0.04%
- 🇸🇬 Singapore0.04%
- 🇸🇪 Sweden0.04%
- 🇱🇺 Luxembourg0.04%
- 🇦🇺 Australia0.03%
- 🇯🇵 Japan0.03%
- 🇳🇴 Norway0.01%
- 🇲🇽 Mexico0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.97%
286 out of 538 instruments pay dividend.
33 dividend payments in the next 30 days.
Highest Dividend: $LKOD.L (76.06%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MNG.L | 0.75% | 7.81% | $0.2 |
 HTGC | 0.19% | 8.36% | $1.6 |
 MAERSKB.CO | 0.17% | 8.82% | $515 |
 MO | 0.13% | 6.6% | $3.92 |
 LGEN.L | 0.13% | 8.41% | $0.2 |
 PHNX.L | 0.11% | 8.18% | $0.53 |
 BATS.L | 0.1% | 5.83% | $2.36 |
 ITRN | 0.06% | 4.62% | $1.17 |
 MAIN | 0.03% | 4.66% | $2.85 |
 TSM | 0.03% | 0.97% | $1.74 |
 EDV.L | 0.02% | 3.85% | $0.64 |
 BMPS.MI | 0.02% | 11.72% | $0.25 |
 MSFT | 0.02% | 0.63% | $3 |
 BIP | 0.01% | 5.36% | $0.41 |
 BAB.L | 0.01% | 0.65% | $0.02 |
 META | 0.01% | 0.27% | $1 |
 AL2SI.PA | 0.01% | 5.18% | - |
 GLEN.L | 0.01% | 2.53% | $0.1 |
 VALE | 0.01% | 7.69% | $1.33 |
 TLT | 0.01% | 4.3% | - |
 BARC.L | 0.01% | 2.39% | $0.08 |
 EWZ | 0.01% | 5.59% | - |
 FUR.NV | 0.01% | 6.64% | - |
 CAKE | 0.01% | 1.73% | $1.08 |
 BGEO.L | 0.01% | 3.2% | $0.99 |
 VTI | 0% | 1.22% | - |
 GOOG | 0% | 0.43% | $0.2 |
 JNUG | 0% | 1.47% | - |
 SOXS | 0% | 9.84% | - |
 OXY | 0% | 2.17% | $0.8 |
 TMF | 0% | 4.1% | - |
 NEM | 0% | 1.6% | $1.3 |
 BTG.US | 0% | 3.37% | $0.16 |
 B | 0% | 1.81% | $0.4 |
 AU | 0% | 1.9% | $0.22 |
 KBC.BR | 0% | 3.21% | $2.91 |
 VOO | 0% | 1.22% | - |
 UNH | 0% | 3.58% | $7.74 |
 MC.PA | 0% | 2.81% | $13 |
 LYG | 0% | 3.8% | $0.14 |
 BBVA.MC | 0% | 3.94% | $0.45 |
 CME | 0% | 3.78% | $9.75 |
 GAW.L | 0% | 3.45% | $5.5 |
 BND | 0% | 3.73% | - |
 VST | 0% | 0.43% | $0.85 |
 ACWI | 0% | 1.58% | - |
 SHY | 0% | 3.95% | - |
 INTC | 0% | 2.59% | $0.5 |
 NUGT | 0% | 0.67% | - |
 BABA | 0% | 0.88% | $0.98 |
 NVDA | 0% | 0.02% | $0.02 |
 BA.L | 0% | 1.88% | $0.3 |
 CL | 0% | 2.44% | $1.96 |
 9988.HK | 0% | 0.88% | $0.98 |
 PEP | 0% | 3.99% | $5.15 |
 LMT | 0% | 3.14% | $12.45 |
 C | 0% | 2.48% | $2.12 |
 ARG.PA | 0% | 5.05% | $3.15 |
 PAAS | 0% | 1.44% | $0.4 |
 DFEN | 0% | 0.39% | - |
 ALV.DE | 0% | 4.59% | $13.8 |
 INVP.L | 0% | 6.59% | $0.35 |
 AEM | 0% | 1.3% | $1.6 |
 GS | 0% | 1.83% | $11 |
 PFE | 0% | 7.28% | $1.66 |
 QQQ | 0% | 0.51% | - |
 TD | 0% | 4.16% | $2.93 |
 IMB.L | 0% | 6.39% | $1.49 |
 GFI | 0% | 1.74% | $0.31 |
 BLK | 0% | 1.9% | $20.2 |
 KGC | 0% | 0.76% | $0.12 |
 RR.L | 0% | 0.98% | - |
 ZIG.L | 0% | 8.05% | $0.25 |
 NTRS | 0% | 2.4% | $3 |
 URA | 0% | 1.91% | - |
 CDI.PA | 0% | 2.94% | $13 |
 AXP | 0% | 1.03% | $2.6 |
 NKE | 0% | 2.1% | $1.45 |
 SESG.PA | 0% | 6.95% | $0.43 |
 V | 0% | 0.7% | $2.01 |
 VCIT | 0% | 4.44% | - |
 VCSH | 0% | 4.13% | - |
 SPY | 0% | 1.16% | - |
 CVS | 0% | 4.26% | $2.54 |
 BK | 0% | 1.94% | $1.68 |
 TW.L | 0% | 9.24% | $0.1 |
 IDR.MC | 0% | 0.57% | $0.2 |
 NOVO-B.CO | 0% | 3.7% | $9.4 |
 EMG.L | 0% | 7.96% | $0.13 |
 BIL | 0% | 4.58% | - |
 NI | 0% | 2.59% | $1.05 |
 TBCG.L | 0% | 4.84% | $2.05 |
 HPQ | 0% | 4.73% | $1.1 |
 HO.PA | 0% | 1.57% | $3.4 |
 LLY | 0% | 0.76% | $4.86 |
 KO | 0% | 2.93% | $1.89 |
 IVV | 0% | 1.29% | - |
 TM | 0% | 3.21% | $4.64 |
 IEF | 0% | 3.7% | - |
 BLOK | 0% | 4.54% | - |
 CMPO | 0% | 2.17% | $0.3 |
 PHP.L | 0% | 7.35% | $0.06 |
 GSK | 0% | 4.31% | $1.45 |
 TEP.PA | 0% | 6.11% | $3.85 |
 FIS | 0% | 1.99% | $1.76 |
 PRU.L | 0% | 1.87% | $0.28 |
 NOC | 0% | 1.45% | $7.67 |
 WPM | 0% | 0.67% | $0.61 |
 LDOS | 0% | 0.99% | $1.5 |
 LDO.MI | 0% | 1.13% | $0.28 |
 BRBY.L | 0% | 5.07% | $0.61 |
 CF | 0% | 2.18% | $1.8 |
 UU.L | 0% | 4.56% | $0.5 |
 ASML | 0% | 0.88% | $5.57 |
 IRDM | 0% | 2.36% | $0.53 |
 IAG.L | 0% | 1.92% | - |
 UGI | 0% | 4.16% | $1.5 |
 RTX | 0% | 1.67% | $2.44 |
 ABDN.L | 0% | 7.5% | $0.15 |
 JD.US | 0% | 3.17% | $0.74 |
 LPG | 0% | 3.38% | - |
 SIRI | 0% | 5.1% | $0.1 |
 HMY | 0% | 0.98% | $0.08 |
 STX.US | 0% | 1.85% | $2.8 |
 MMC | 0% | 1.69% | $2.84 |
 JPM | 0% | 1.83% | $4.4 |
 RGLD | 0% | 1.15% | $1.58 |
 WKL.NV | 0% | 1.83% | $2.08 |
 WELL | 0% | 1.65% | $2.44 |
 TNA | 0% | 1.38% | - |
 LLOY.L | 0% | 4.41% | $0.03 |
 GOOGL | 0% | 0.43% | $0.2 |
 NG.L | 0% | 4.35% | $0.57 |
 TMP | 0% | 3.97% | $2.41 |
 FNV | 0% | 0.88% | $1.41 |
 IWM | 0% | 1.15% | - |
 PNC | 0% | 3.5% | $6.2 |
 OGZDL.L | 0% | 67.74% | - |
 9618.HK | 0% | 3.17% | $2.97 |
 GE | 0% | 0.48% | $0.44 |
 ATE.PA | 0% | 2.16% | $1.5 |
 NVO | 0% | 2.45% | $0.98 |
 SCHW | 0% | 1.11% | $1 |
 GD | 0% | 1.88% | $5.48 |
 NDAQ | 0% | 1.07% | $0.9 |
 LOGI | 0% | 1.77% | $1.18 |
 CTPNV.NV | 0% | 3.24% | - |
 SU.PA | 0% | 1.82% | $3.5 |
 QCOM | 0% | 2.35% | $3.25 |
 BT.L | 0% | 3.94% | $0.08 |
 LHX | 0% | 1.71% | $4.6 |
 CTY.L | 0% | 3.9% | $0.19 |
 IBKR | 0% | 0.45% | $0.55 |
 1913.HK | 0% | 3.53% | - |
 IBM | 0% | 2.68% | $6.65 |
 HL | 0% | 0.62% | $0.03 |
 WTW | 0% | 1.14% | $3.44 |
 DE | 0% | 1.26% | $5.76 |
 AAPL | 0% | 0.5% | $0.97 |
 WWW | 0% | 1.81% | $0.4 |
 VBR | 0% | 2.11% | - |
 EVO.ST | 0% | 3.53% | $31.03 |
 GRI.L | 0% | 3.91% | $0.07 |
 IVZ.US | 0% | 4.03% | $0.81 |
 SCHD | 0% | 3.87% | - |
 AHT.L | 0% | 1.68% | $0.8 |
 LKOD.L | 0% | 76.06% | - |
 NTES | 0% | 2.16% | $2.58 |
 CRH.L | 0% | 1.57% | $1.61 |
 EWY | 0% | 1.81% | - |
 SAIC | 0% | 1.34% | $1.48 |
 AV.L | 0% | 5.64% | $0.33 |
 TGT | 0% | 4.51% | $4.42 |
 RHM.DE | 0% | 0.47% | $5.7 |
 CINF | 0% | 2.3% | $3.12 |
 AGI | 0% | 0.41% | $0.1 |
 RIO | 0% | 6.7% | $4.34 |
 SAP.DE | 0% | 0.96% | $2.2 |
 AON | 0% | 0.8% | $2.52 |
 SAX.DE | 0% | 4.92% | $1.85 |
 RYAAY | 0% | 1.56% | $0.93 |
 NOKIA.HE | 0% | 4.04% | $0.13 |
 01211.HK | 0% | 1.24% | $3.41 |
 HII | 0% | 2% | $5.14 |
 MPCC.OL | 0% | 20.73% | $5.9 |
 F | 0% | 6.93% | $0.78 |
 MA | 0% | 0.53% | $2.46 |
 BAG.L | 0% | 2.43% | $0.15 |
 CAP.PA | 0% | 2.73% | $3.4 |
 ORCL | 0% | 0.74% | $1.6 |
 FDJU.PA | 0% | 7.47% | $1.78 |
 COR | 0% | 0.75% | $2.02 |
 R3NK.DE | 0% | 0.62% | - |
 BFC | 0% | 1.54% | $1.3 |
 SNA | 0% | 2.61% | $7.2 |
 EBAY | 0% | 1.24% | $1.04 |
 SRP.L | 0% | 2.01% | $0.03 |
 ELIS.PA | 0% | 1.86% | $0.43 |
 QQ.L | 0% | 1.81% | $0.08 |
 TGYM.MI | 0% | 2.24% | $0.26 |
 FXI | 0% | 2.62% | - |
 DIS | 0% | 0.86% | $0.75 |
 O | 0% | 5.63% | $3.09 |
 RMV.L | 0% | 1.25% | $0.09 |
 WWD | 0% | 0.42% | $0.94 |
 KBR | 0% | 1.36% | $0.57 |
 BAH | 0% | 1.97% | $1.96 |
 XLV | 0% | 1.78% | - |
 MTCH | 0% | 1.7% | - |
 XLU | 0% | 2.79% | - |
 COST | 0% | 0.52% | $19.22 |
 MCHI | 0% | 2.59% | - |
 PG | 0% | 2.74% | $3.83 |
 G1A.DE | 0% | 1.85% | $1 |
 RACE | 0% | 0.8% | $2.64 |
 HAG.DE | 0% | 0.55% | $0.4 |
 AIR.PA | 0% | 1.18% | $1.8 |
 INTU | 0% | 0.54% | $3.6 |
 AMAT | 0% | 0.96% | $1.44 |
 CS.PA | 0% | 5.44% | $1.98 |
 KWEB | 0% | 3% | - |
 GDXJ | 0% | 1.65% | - |
 WYNN | 0% | 0.93% | $1 |
 AVGO | 0% | 0.8% | $19.7 |
 MAG | 0% | 0.19% | - |
 XLP | 0% | 2.48% | - |
 AG | 0% | 0.24% | $0.02 |
 FLOT | 0% | 5.33% | - |
 MCK | 0% | 0.42% | $2.48 |
 WY | 0% | 3.27% | $0.78 |
 3988.HK | 0% | 5.81% | $0.26 |
 SAABB.ST | 0% | 0.38% | $1.6 |
 VIRP.PA | 0% | 0.43% | $1.32 |
 SCT.L | 0% | 1.69% | $0.26 |
 CSCO | 0% | 2.41% | $1.58 |
 HLI | 0% | 1.22% | $2.22 |
 VMI | 0% | 0.74% | $2.4 |
 BBSI | 0% | 0.73% | $1.2 |
 GDX | 0% | 0.77% | - |
 IYR | 0% | 2.49% | - |
 IFX.DE | 0% | 1.04% | $0.35 |
 COKE | 0% | 0.89% | $2 |
 GIS | 0% | 4.92% | $2.36 |
 XLY | 0% | 0.84% | - |
 BNP.PA | 0% | 6.29% | $4.6 |
 ORA.PA | 0% | 5.45% | $0.72 |
 CRM | 0% | 0.65% | $0.4 |
 MU | 0% | 0.44% | $0.46 |
 0916.HK | 0% | 3.58% | $0.24 |
 VNQ | 0% | 3.89% | - |
 GLE.PA | 0% | 2.01% | $0.9 |
 TTE.PA | 0% | 6.41% | $3.06 |
 GIB | 0% | 0.35% | - |
 JNJ | 0% | 3.04% | $4.81 |
 BAC | 0% | 2.32% | $0.96 |
 LOGN.ZU | 0% | 1.66% | $1.06 |
 SPGI | 0% | 0.69% | $3.62 |
 PRIM | 0% | 0.33% | $0.24 |
 MS | 0% | 2.71% | $3.4 |
 NESN.ZU | 0% | 4.3% | $3 |
 SONY | 0% | 0.4% | $0.49 |
 VOD | 0% | 4.3% | $0.94 |
 FTI | 0% | 0.57% | $0.2 |
 SBUX | 0% | 2.81% | $2.24 |
 SOXX | 0% | 0.69% | - |
 LUV | 0% | 2.42% | $0.72 |
 FEZ | 0% | 2.45% | - |
 SMH | 0% | 0.38% | - |
 CW | 0% | 0.18% | $0.81 |
 UFPI | 0% | 1.41% | $1.26 |
 CCJ | 0% | 0.16% | $0.09 |
 ABT | 0% | 1.82% | $2.16 |
 1585.HK | 0% | 1.8% | $0.48 |
 RCL | 0% | 0.78% | - |
 TAN | 0% | 0.48% | - |
 VRT | 0% | 0.1% | $0.06 |
 PWR | 0% | 0.1% | $0.35 |
 SMT.L | 0% | 0.33% | $0.03 |
 CIBR | 0% | 0.25% | - |
 HEI | 0% | 0.07% | $0.2 |
 0700.HK | 0% | 0.84% | $3.4 |
 CQQQ | 0% | 0.25% | - |
 VUG | 0% | 0.45% | - |
 SOBO | 0% | -3.7% | - |
 ITUB | 0% | -5.38% | $-0.15 |
 SNRE | 0% | -7.43% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
LYG | Ex-Dividend | Aug 4, 2025 | $0.07 |
PNC | Pay Day | Aug 5, 2025 | $1.70 |
ASML | Pay Day | Aug 6, 2025 | $1.85 |
BK | Pay Day | Aug 7, 2025 | $0.53 |
AHT.L | Ex-Dividend | Aug 7, 2025 | $0.72 |
BARC.L | Ex-Dividend | Aug 7, 2025 | $0.04 |
EMG.L | Ex-Dividend | Aug 7, 2025 | $0.06 |
NOKIA.HE | Pay Day | Aug 7, 2025 | $0.05 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
IBM | Ex-Dividend | Aug 8, 2025 | $1.68 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
SCHW | Ex-Dividend | Aug 8, 2025 | $0.27 |
SIRI | Ex-Dividend | Aug 8, 2025 | $0.27 |
MAIN | Ex-Dividend | Aug 8, 2025 | $0.26 |
COKE | Pay Day | Aug 8, 2025 | $0.25 |
AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
F | Ex-Dividend | Aug 11, 2025 | $0.15 |
V | Ex-Dividend | Aug 12, 2025 | $0.59 |
CAKE | Ex-Dividend | Aug 12, 2025 | $0.27 |
HTGC | Ex-Dividend | Aug 12, 2025 | $0.47 |
LPG | Ex-Dividend | Aug 12, 2025 | $0.60 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
BAH | Ex-Dividend | Aug 14, 2025 | $0.55 |
ABDN.L | Ex-Dividend | Aug 14, 2025 | $0.10 |
INVP.L | Ex-Dividend | Aug 14, 2025 | $0.27 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
RTX | Ex-Dividend | Aug 15, 2025 | $0.68 |
CL | Pay Day | Aug 15, 2025 | $0.52 |
SBUX | Ex-Dividend | Aug 15, 2025 | $0.61 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
ABT | Pay Day | Aug 15, 2025 | $0.59 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
MMC | Pay Day | Aug 15, 2025 | $0.90 |
CF | Ex-Dividend | Aug 15, 2025 | $0.50 |
MS | Pay Day | Aug 15, 2025 | $1.00 |
0916.HK | Pay Day | Aug 15, 2025 | $0.03 |
PHP.L | Pay Day | Aug 15, 2025 | $0.02 |
GIB | Ex-Dividend | Aug 15, 2025 | $0.11 |
AON | Pay Day | Aug 15, 2025 | $0.74 |
O | Pay Day | Aug 15, 2025 | $0.27 |
MAIN | Pay Day | Aug 15, 2025 | $0.26 |
GSK | Ex-Dividend | Aug 15, 2025 | $0.43 |
FTI | Ex-Dividend | Aug 19, 2025 | $0.05 |
HTGC | Pay Day | Aug 19, 2025 | $0.47 |
NI | Pay Day | Aug 20, 2025 | $0.28 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
BAB.L | Ex-Dividend | Aug 21, 2025 | $0.06 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
KGC | Ex-Dividend | Aug 21, 2025 | $0.03 |
WWD | Ex-Dividend | Aug 21, 2025 | $0.28 |
C | Pay Day | Aug 22, 2025 | $0.60 |
SCHW | Pay Day | Aug 22, 2025 | $0.27 |
AU | Ex-Dividend | Aug 22, 2025 | $0.80 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
WKL.NV | Ex-Dividend | Aug 26, 2025 | $1.08 |
CAKE | Pay Day | Aug 26, 2025 | $0.27 |
SIRI | Pay Day | Aug 27, 2025 | $0.27 |
LPG | Pay Day | Aug 27, 2025 | $0.60 |
GLEN.L | Ex-Dividend | Aug 28, 2025 | $0.05 |
ZIG.L | Ex-Dividend | Aug 28, 2025 | $0.24 |
EBAY | Ex-Dividend | Aug 29, 2025 | $0.29 |
SBUX | Pay Day | Aug 29, 2025 | $0.61 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
HII | Ex-Dividend | Aug 29, 2025 | $1.35 |
BAH | Pay Day | Aug 29, 2025 | $0.55 |
CF | Pay Day | Aug 29, 2025 | $0.50 |
INVP.L | Pay Day | Aug 29, 2025 | $0.27 |
IBKR | Ex-Dividend | Aug 29, 2025 | $0.08 |
BIP | Ex-Dividend | Aug 29, 2025 | $0.43 |
UFPI | Ex-Dividend | Aug 29, 2025 | $0.35 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
V | Pay Day | Sep 2, 2025 | $0.59 |
F | Pay Day | Sep 2, 2025 | $0.15 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
MCK | Ex-Dividend | Sep 2, 2025 | $0.82 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
HLI | Ex-Dividend | Sep 2, 2025 | $0.60 |
LUV | Ex-Dividend | Sep 3, 2025 | $0.18 |
FTI | Pay Day | Sep 3, 2025 | $0.05 |
RTX | Pay Day | Sep 4, 2025 | $0.68 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
NEM | Ex-Dividend | Sep 4, 2025 | $0.25 |
KGC | Pay Day | Sep 4, 2025 | $0.03 |
WWD | Pay Day | Sep 4, 2025 | $0.28 |
BAC | Ex-Dividend | Sep 5, 2025 | $0.28 |
PEP | Ex-Dividend | Sep 5, 2025 | $1.42 |
BLK | Ex-Dividend | Sep 5, 2025 | $5.21 |
LHX | Ex-Dividend | Sep 5, 2025 | $1.20 |
NTRS | Ex-Dividend | Sep 5, 2025 | $0.80 |
AU | Pay Day | Sep 5, 2025 | $0.80 |
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOGL | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
HPQ | Ex-Dividend | Sep 10, 2025 | $0.29 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
AHT.L | Pay Day | Sep 10, 2025 | $0.72 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
EBAY | Pay Day | Sep 12, 2025 | $0.29 |
HII | Pay Day | Sep 12, 2025 | $1.35 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
NDAQ | Ex-Dividend | Sep 12, 2025 | $0.27 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
GOOGL | Pay Day | Sep 15, 2025 | $0.21 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
HLI | Pay Day | Sep 15, 2025 | $0.60 |
UFPI | Pay Day | Sep 15, 2025 | $0.35 |
BARC.L | Pay Day | Sep 16, 2025 | $0.04 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
WKL.NV | Pay Day | Sep 18, 2025 | $1.08 |
GLEN.L | Pay Day | Sep 19, 2025 | $0.05 |
EMG.L | Pay Day | Sep 19, 2025 | $0.06 |
GIB | Pay Day | Sep 19, 2025 | $0.11 |
VST | Ex-Dividend | Sep 19, 2025 | $0.23 |
LYG | Pay Day | Sep 19, 2025 | $0.07 |
LHX | Pay Day | Sep 22, 2025 | $1.20 |
BLK | Pay Day | Sep 23, 2025 | $5.21 |
ABDN.L | Pay Day | Sep 23, 2025 | $0.10 |
LOGI | Ex-Dividend | Sep 23, 2025 | $1.59 |
LUV | Pay Day | Sep 24, 2025 | $0.18 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
LOGI | Pay Day | Sep 24, 2025 | $1.59 |
BFC | Ex-Dividend | Sep 24, 2025 | $0.45 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
RMV.L | Ex-Dividend | Sep 25, 2025 | $0.06 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
NDAQ | Pay Day | Sep 26, 2025 | $0.27 |
VMI | Ex-Dividend | Sep 26, 2025 | $0.68 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
NEM | Pay Day | Sep 29, 2025 | $0.25 |
BIP | Pay Day | Sep 29, 2025 | $0.43 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
BAB.L | Pay Day | Sep 30, 2025 | $0.06 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
ZIG.L | Pay Day | Sep 30, 2025 | $0.24 |
VST | Pay Day | Sep 30, 2025 | $0.23 |
HPQ | Pay Day | Oct 1, 2025 | $0.29 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
MCK | Pay Day | Oct 1, 2025 | $0.82 |
NTRS | Pay Day | Oct 1, 2025 | $0.80 |
WWW | Ex-Dividend | Oct 1, 2025 | $0.10 |
BATS.L | Ex-Dividend | Oct 2, 2025 | $0.76 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
GLE.PA | Ex-Dividend | Oct 7, 2025 | $0.70 |
BFC | Pay Day | Oct 8, 2025 | $0.45 |
GLE.PA | Pay Day | Oct 9, 2025 | $0.70 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
GSK | Pay Day | Oct 9, 2025 | $0.43 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
VMI | Pay Day | Oct 15, 2025 | $0.68 |
RMV.L | Pay Day | Oct 24, 2025 | $0.06 |
WWW | Pay Day | Nov 3, 2025 | $0.10 |
BATS.L | Pay Day | Nov 7, 2025 | $0.76 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
ORA.PA | Ex-Dividend | Dec 2, 2025 | $0.35 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
ORA.PA | Pay Day | Dec 4, 2025 | $0.35 |
KWEB | Pay Day | Dec 18, 2025 | $1.02 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $0.00 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
CQQQ | Pay Day | Dec 27, 2025 | $0.11 |
TAN | Pay Day | Dec 27, 2025 | $0.16 |
BLOK | Pay Day | Dec 31, 2025 | $2.59 |
Performance Metrics
Score 1.5/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-26.21
-26.21
-27
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.22
-0.22
-1
0.75
1.25
2
2
Information Ratio
-0.95
-0.95
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.24
-0.24
-1
1
2
3
3
Jensen's Alpha
-26.21
-26.21
-27
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
-0.22
-0.22
-1
0.75
1.25
2
2
Information Ratio
-0.95
-0.95
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
41.37
High:
PLTR
673.67PLTRLow:
CRWD
-639.27CRWDDetails
PEG Ratio
248.87
High:
G1A.DE
41,622.46G1A.DELow:
RBLX
-528.34RBLXDetails
Price/Book
13.2
High:RBLX
245.36RBLXLow:
NIO
-192.84NIODetails
Price/Sales
11.2
High:
JOBY
118,559.96JOBYLow:
ACHR
-ACHRDetails
Price/CF
26.52
High:
MSTR
7,511.07MSTRLow:
QVCGA
0.18QVCGADetails
Price/FCF
48.19
High:
GTLB
35,540.72GTLBLow:QVCGA
0.33QVCGADetails
P/E Ratio
41.37
High:PLTR
673.67PLTRLow:CRWD
-639.27CRWDDetails
PEG Ratio
248.87
High:G1A.DE
41,622.46G1A.DELow:RBLX
-528.34RBLXDetails
Price/Book
13.2
High:RBLX
245.36RBLXLow:NIO
-192.84NIODetails
Price/Sales
11.2
High:JOBY
118,559.96JOBYLow:ACHR
-ACHRDetails
Price/CF
26.52
High:MSTR
7,511.07MSTRLow:QVCGA
0.18QVCGADetails
Price/FCF
48.19
High:GTLB
35,540.72GTLBLow:QVCGA
0.33QVCGADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.59% | Apr 2024 | - | 16 |