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+0.23%
Today
+1.69%
This Month
-4.01%
Year To Date
+60.12%
2 Years
+57.13%
5 Years
+10.17%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies46.03%
- 💻 Electronic Technology11.48%
- 🖥️ Technology Services7.24%
- 🛍️ Retail Trade5.28%
- 📊 ETFs4.45%
- 🛠️ Producer Manufacturing3.45%
- 💰 Finance2.79%
- 🚗 Consumer Durables2.43%
- 🪨 Non Energy Minerals0.8%
- 💵 Cash0.8%
- 🧬 Health Technology0.79%
- ⛏️ Energy Minerals0.73%
- 🚚 Transportation0.6%
- 🍞 Consumer Non Durables0.57%
- ⚡ Utilities0.48%
- 🏭 Industrial Services0.43%
- 💇♀️ Consumer Services0.42%
- 💼 Commercial Services0.39%
- 🏥 Health Services0.33%
- 📦 Distribution Services0.2%
- ❓ Other0.14%
- 💹 Forex0.11%
- 🧪 Process Industries0.09%
- 📡 Communications0.05%
- 📈 Indexes0.05%
- 🧩 Miscellaneous0.02%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency46.03%
- 🇺🇸 Nasdaq24.64%
- 🇺🇸 NYSE8.79%
- 🇭🇰 Hong Kong Exchanges5.49%
- 🇬🇧 LSE1.21%
- 🇫🇷 Euronext Paris0.52%
- 🇨🇭 SIX0.47%
- 🇩🇪 FRA0.46%
- 🇪🇸 Bolsa De Madrid0.41%
- 🇺🇸 Chicago Board Options Exchange0.29%
- 🇩🇰 Copenhagen Stock Exchange0.23%
- 🇩🇪 Xetra ETFs0.16%
- 🇦🇪 Dubai Financial Market0.14%
- 🇸🇪 Stockholm Stock Exchange0.14%
- 🇳🇴 Oslo Stock Exchange0.11%
- 🌍 FX0.11%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🌍 CFD0.05%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇮🇹 Borsa Italiana0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States25.41%
- 🇨🇳 China7.27%
- 🇬🇧 United Kingdom0.74%
- 🇨🇭 Switzerland0.59%
- 🇫🇷 France0.49%
- 🇩🇪 Germany0.49%
- 🇹🇼 Taiwan0.48%
- 🇪🇸 Spain0.41%
- 🇳🇱 Netherlands0.35%
- 🇯🇵 Japan0.28%
- 🇨🇦 Canada0.27%
- 🇬🇷 Greece0.26%
- 🇩🇰 Denmark0.23%
- 🇸🇪 Sweden0.14%
- 🇧🇲 Bermuda0.12%
- 🇳🇴 Norway0.11%
- 🇮🇱 Israel0.1%
- 🇱🇺 Luxembourg0.1%
- 🇧🇷 Brazil0.06%
- 🇵🇦 Panama0.06%
- 🇫🇮 Finland0.05%
- 🇮🇪 Ireland0.05%
- 🇯🇴 Jordan0.03%
- 🇿🇦 South Africa0.03%
- 🇰🇷 South Korea0.03%
- 🇸🇬 Singapore0.03%
- 🇰🇾 Cayman Islands0.01%
- 🇮🇹 Italy0.01%
- 🇺🇾 Uruguay0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.43%
244 out of 399 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 01211.HK | 0.03% | 1.03% | $3.41 |
 TQQQ | 0.03% | 1.72% | - |
 AAPL | 0.02% | 0.51% | $0.97 |
 MSFT | 0.01% | 0.74% | $3 |
 EMAAR.AE | 0.01% | 14.36% | - |
 IBE.MC | 0.01% | 2.96% | $0.45 |
 INSW | 0.01% | 14.14% | $5.74 |
 GOOG | 0.01% | 0.49% | $0.2 |
 SBLK | 0.01% | 14.19% | $1.82 |
 BABA | 0.01% | 0.77% | $0.98 |
 BIL | 0.01% | 4.85% | - |
 HST | 0.01% | 5.42% | $0.78 |
 SHV | 0.01% | 4.86% | - |
 UBSG.ZU | 0.01% | 2.88% | $0.64 |
 DAC | 0.01% | 4.02% | $3.15 |
 IBTF | 0.01% | 4.31% | - |
 LGEN.L | 0.01% | 8.97% | $0.2 |
 GS | 0.01% | 2.14% | $11 |
 TSM | 0.01% | 1.16% | $1.74 |
 PBR | 0.01% | 16.4% | $1.73 |
 JPM | 0.01% | 2% | $4.4 |
 0390.HK | 0% | 5.27% | $0.21 |
 ISF.L | 0% | 3.52% | - |
 FORTUM.HE | 0% | 9.77% | $1.15 |
 EQT | 0% | 1.18% | $0.62 |
 FCX | 0% | 1.61% | $0.6 |
 ABBN.ZU | 0% | 1.98% | $0.87 |
 TLT | 0% | 4.12% | - |
 CPA | 0% | 6.8% | $4.86 |
 3323.HK | 0% | 4.56% | $0.25 |
 ES.PA | 0% | 2.06% | $3 |
 GOLD.BARRICK | 0% | 2.07% | $0.4 |
 0386.HK | 0% | 7.77% | $0.37 |
 PGRE | 0% | 3.08% | $0.14 |
 EMAARDEV.AE | 0% | 10.6% | - |
 NOVO-B.CO | 0% | 2.49% | $9.4 |
 SOXL | 0% | 2.21% | - |
 CDI.PA | 0% | 2.84% | $13 |
 IAG.L | 0% | 2.48% | - |
 BOL.ST | 0% | 2.53% | $7.5 |
 PAH3.DE | 0% | 5.24% | $2.56 |
 INTC | 0% | 2.47% | $0.5 |
 JKS | 0% | 16.89% | $1.48 |
 META | 0% | 0.34% | $1 |
 VALE | 0% | 8.02% | $1.33 |
 NTDOY | 0% | 0.8% | $0.24 |
 SBSW | 0% | 6.83% | $0.3 |
 1186.HK | 0% | 6.03% | $0.35 |
 CNXC | 0% | 2.58% | $1.18 |
 SPY | 0% | 1.28% | - |
 C | 0% | 3.19% | $2.12 |
 1800.HK | 0% | 6.66% | $0.32 |
 BLK | 0% | 2.23% | $20.2 |
 AGRO | 0% | 4.11% | $0.33 |
 VOO | 0% | 1.36% | - |
 WMT | 0% | 0.95% | $0.81 |
 MC.PA | 0% | 2.64% | $13 |
 TEP.PA | 0% | 4.81% | $3.85 |
 ORK.OL | 0% | 3.41% | $3 |
 OSB.L | 0% | 7.02% | $0.32 |
 IQQL.DE | 0% | 5.8% | - |
 NHY.OL | 0% | 4.04% | $2.5 |
 RHM.DE | 0% | 0.5% | $5.7 |
 HRI | 0% | 2.37% | $2.6 |
 INDA | 0% | 0.78% | - |
 NKE | 0% | 2.74% | $1.45 |
 LMT | 0% | 2.74% | $12.45 |
 WY | 0% | 3.14% | $0.78 |
 VNQ | 0% | 4.01% | - |
 V | 0% | 0.66% | $2.01 |
 EPR | 0% | 6.86% | $3.34 |
 LDOS | 0% | 1.07% | $1.5 |
 HAS | 0% | 4.58% | $2.8 |
 JPST | 0% | 5.02% | - |
 ASML | 0% | 0.86% | $5.57 |
 DIS | 0% | 1.09% | $0.75 |
 JD.US | 0% | 2.88% | $0.74 |
 BA.L | 0% | 1.86% | $0.3 |
 MTDR | 0% | 2.71% | $0.75 |
 KO | 0% | 2.78% | $1.89 |
 RR.L | 0% | 0.77% | - |
 ATKR | 0% | 1.93% | $0.64 |
 AVGO | 0% | 1.11% | $19.7 |
 NOC | 0% | 1.67% | $7.67 |
 AXP | 0% | 1.05% | $2.6 |
 ARG.PA | 0% | 5.33% | $3.15 |
 TRIG.L | 0% | 8.46% | $0.07 |
 ADM.L | 0% | 5.89% | $1.03 |
 SVOL | 0% | 18.68% | - |
 DIV | 0% | 5.52% | - |
 HPE | 0% | 3.12% | $0.51 |
 ZIM | 0% | 47.54% | $0.23 |
 UNH | 0% | 2.08% | $7.74 |
 HD | 0% | 2.5% | $8.52 |
 SMSN.L | 0% | 2.43% | $23.68 |
 WCC | 0% | 1.04% | $1.58 |
 MMM | 0% | 2.01% | $5.21 |
 T | 0% | 4.03% | $1.11 |
 NVDA | 0% | 0.04% | $0.02 |
 NDA.DE | 0% | 1.96% | $1.4 |
 0700.HK | 0% | 0.91% | $3.4 |
 GOOGL | 0% | 0.49% | $0.2 |
 XLE | 0% | 3.06% | - |
 JOE | 0% | 1.28% | $0.48 |
 URA | 0% | 3.36% | - |
 SPXL | 0% | 0.96% | - |
 DJP | 0% | 3.69% | - |
 CSCO | 0% | 2.71% | $1.58 |
 CAMT | 0% | 1.99% | $1.33 |
 HSY | 0% | 3.29% | $5.12 |
 RMS.PA | 0% | 1.05% | $25 |
 XYLD | 0% | 12.59% | - |
 PAAS | 0% | 1.62% | $0.4 |
 AGX | 0% | 0.86% | $1.15 |
 NVTKL.L | 0% | 109.46% | - |
 CALM | 0% | 7.3% | $1.87 |
 IWG.L | 0% | 0.54% | $0.01 |
 ML.PA | 0% | 4.22% | $1.35 |
 FAST | 0% | 2% | $1.48 |
 PEP | 0% | 4.11% | $5.15 |
 COST | 0% | 0.47% | $19.22 |
 VOLV-A.ST | 0% | 3.02% | $7.5 |
 VEU | 0% | 3.03% | - |
 TROW | 0% | 5.46% | $4.92 |
 MU | 0% | 0.57% | $0.46 |
 AIR.PA | 0% | 1.26% | $1.8 |
 KWEB | 0% | 2.94% | - |
 VTI | 0% | 1.36% | - |
 TSCO.L | 0% | 3.69% | $0.12 |
 IFX.DE | 0% | 1.16% | $0.35 |
 PG | 0% | 2.57% | $3.83 |
 SSO | 0% | 0.94% | - |
 BND | 0% | 3.65% | - |
 SOXX | 0% | 0.79% | - |
 JOYY | 0% | 2.2% | $0.71 |
 GRG.L | 0% | 3.85% | $0.6 |
 9988.HK | 0% | 0.79% | $0.98 |
 DELL | 0% | 1.97% | $1.63 |
 HUH1V.HE | 0% | 3.39% | $1.05 |
 IWM | 0% | 1.24% | - |
 CMA | 0% | 5.09% | $2.84 |
 FXI | 0% | 1.5% | - |
 ULVR.L | 0% | 3.16% | $1.47 |
 ASML.NV | 0% | 1.05% | $6.1 |
 KER.PA | 0% | 3.4% | $14 |
 WFC | 0% | 2.17% | $1.4 |
 QCOM | 0% | 2.47% | $3.25 |
 MCD | 0% | 2.18% | $6.53 |
 KLAC | 0% | 0.91% | $5.65 |
 INVEB.ST | 0% | 1.8% | $4.8 |
 FAS | 0% | 0.78% | - |
 MA | 0% | 0.51% | $2.46 |
 BTRW.L | 0% | 3.66% | $0.28 |
 BSV | 0% | 3.45% | - |
 KR | 0% | 1.76% | $1.16 |
 MCHI | 0% | 1.99% | - |
 JWN | 0% | 3.15% | $0.76 |
 TSN | 0% | 3.53% | $1.96 |
 EZJ.L | 0% | 2.32% | $0.05 |
 BR | 0% | 1.48% | $3.2 |
 MDLZ | 0% | 2.71% | $1.7 |
 MGK | 0% | 0.49% | - |
 BX | 0% | 2.98% | $3.36 |
 TPR | 0% | 1.91% | $1.4 |
 LLY | 0% | 0.66% | $4.86 |
 MONC.MI | 0% | 2.36% | $1.15 |
 JDW.L | 0% | 2.34% | - |
 BESI.NV | 0% | 2.18% | $2.15 |
 F | 0% | 7.37% | $0.78 |
 PFE | 0% | 7.12% | $1.66 |
 AMGN | 0% | 3.31% | $8.76 |
 SHEL.L | 0% | 4.33% | $0.8 |
 TXN | 0% | 3.31% | $5.14 |
 IXUS | 0% | 3.15% | - |
 YINN | 0% | 1.38% | - |
 CMCSA | 0% | 3.66% | $1.2 |
 RCL | 0% | 0.74% | - |
 GM | 0% | 1.12% | $0.42 |
 VUG | 0% | 0.52% | - |
 AZN | 0% | 2.11% | $1.42 |
 GILD | 0% | 3.03% | $3.04 |
 NESN.ZU | 0% | 3.48% | $3 |
 IWF | 0% | 0.5% | - |
 WM | 0% | 1.31% | $2.9 |
 SHEL | 0% | 4.31% | $2.7 |
 ASHR | 0% | 1.12% | - |
 CARR | 0% | 1.17% | $0.76 |
 SMH | 0% | 0.51% | - |
 SBUX | 0% | 2.94% | $2.24 |
 CME | 0% | 3.72% | $9.75 |
 SCHG | 0% | 0.45% | - |
 TMUS | 0% | 1.33% | $1.95 |
 AMAT | 0% | 1.07% | $1.44 |
 BEKE | 0% | 1.49% | $0.31 |
 QFIN | 0% | 2.99% | $1.06 |
 IWP | 0% | 0.42% | - |
 SNY | 0% | 2.95% | $1.48 |
 IGIC | 0% | 0.38% | $0.06 |
 LIT | 0% | 0.98% | - |
 HON | 0% | 2.09% | $4.27 |
 QSR | 0% | 3.44% | $2.26 |
 LIN | 0% | 1.25% | $5.33 |
 NAIL | 0% | 1.3% | - |
 MRVL | 0% | 0.39% | $0.24 |
 FE | 0% | 3.99% | $1.64 |
 STMMI.MI | 0% | 1.63% | $0.28 |
 OXY | 0% | 2.37% | $0.8 |
 SWKS | 0% | 4.2% | $2.72 |
 DE | 0% | 1.28% | $5.76 |
 ORCL | 0% | 1.14% | $1.6 |
 VRSN | 0% | 0.27% | - |
 ADP | 0% | 1.98% | $5.45 |
 CRM | 0% | 0.59% | $0.4 |
 INFL | 0% | 1.69% | - |
 WBA | 0% | 9.09% | $1.46 |
 EQIX | 0% | 2.03% | $16.19 |
 IYW | 0% | 0.23% | - |
 ADI | 0% | 1.9% | $3.56 |
 MCG.L | 0% | 2.42% | $0.07 |
 WYNN | 0% | 1.21% | $1 |
 HPQ | 0% | 4.36% | $1.1 |
 INTU | 0% | 0.64% | $3.6 |
 FL | 0% | 1.89% | $1.6 |
 0968.HK | 0% | 9.62% | $0.23 |
 BKNG | 0% | 0.71% | $17.5 |
 ADM | 0% | 4.23% | $1.9 |
 SQQQ | 0% | 7.43% | - |
 LRCX | 0% | 1.2% | $8 |
 TRI | 0% | 1.18% | $2.07 |
 ORSTED.CO | 0% | 0.46% | - |
 VRT | 0% | 0.13% | $0.06 |
 MKC | 0% | 2.31% | $1.62 |
 HII | 0% | 2.29% | $5.14 |
 CE | 0% | 3.26% | $2.8 |
 CTAS | 0% | 0.74% | $5.4 |
 SPY5.L | 0% | 1.05% | - |
 EA | 0% | 0.49% | $0.76 |
 BAYN.DE | 0% | 0.45% | $0.11 |
 REGN | 0% | 0.29% | - |
 QQQ | 0% | -0.64% | - |
 IRDM | 0% | -2.17% | $-0.53 |
 XEL | 0% | -3.12% | $-2.13 |
 VOD | 0% | -7.25% | $-0.94 |
 PAGP | 0% | -8.09% | $-1.17 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
KER.PA | Pay Day | May 7, 2025 | $4.13 |
FE | Ex-Dividend | May 7, 2025 | $0.44 |
RMS.PA | Pay Day | May 7, 2025 | $11.30 |
EQT | Ex-Dividend | May 7, 2025 | $0.16 |
DE | Pay Day | May 8, 2025 | $1.62 |
AXP | Pay Day | May 9, 2025 | $0.82 |
PFE | Ex-Dividend | May 9, 2025 | $0.43 |
WMT | Ex-Dividend | May 9, 2025 | $0.24 |
MA | Pay Day | May 9, 2025 | $0.76 |
WFC | Ex-Dividend | May 9, 2025 | $0.40 |
MTDR | Ex-Dividend | May 9, 2025 | $0.31 |
SNY | Ex-Dividend | May 9, 2025 | $2.52 |
AAPL | Ex-Dividend | May 12, 2025 | $0.26 |
F | Ex-Dividend | May 12, 2025 | $0.15 |
CE | Pay Day | May 12, 2025 | $0.03 |
NHY.OL | Ex-Dividend | May 12, 2025 | $2.25 |
V | Ex-Dividend | May 13, 2025 | $0.59 |
TXN | Pay Day | May 13, 2025 | $1.36 |
OSB.L | Pay Day | May 13, 2025 | $0.30 |
AAPL | Pay Day | May 15, 2025 | $0.26 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
CALM | Pay Day | May 15, 2025 | $3.46 |
KR | Ex-Dividend | May 15, 2025 | $0.32 |
PAGP | Pay Day | May 15, 2025 | -$0.38 |
CTAS | Ex-Dividend | May 15, 2025 | $0.39 |
ADM.L | Ex-Dividend | May 15, 2025 | $1.18 |
TSCO.L | Ex-Dividend | May 15, 2025 | $0.12 |
ULVR.L | Ex-Dividend | May 15, 2025 | $0.52 |
SHEL.L | Ex-Dividend | May 15, 2025 | $0.36 |
EPR | Pay Day | May 15, 2025 | $0.30 |
TRI | Ex-Dividend | May 15, 2025 | $0.60 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
AMGN | Ex-Dividend | May 16, 2025 | $2.38 |
COST | Pay Day | May 16, 2025 | $1.30 |
HON | Ex-Dividend | May 16, 2025 | $1.13 |
SHEL | Ex-Dividend | May 16, 2025 | $0.72 |
LLY | Ex-Dividend | May 16, 2025 | $1.50 |
BTRW.L | Pay Day | May 16, 2025 | $0.07 |
0700.HK | Ex-Dividend | May 16, 2025 | $0.58 |
HSY | Ex-Dividend | May 16, 2025 | $1.37 |
ATKR | Ex-Dividend | May 16, 2025 | $0.33 |
MONC.MI | Ex-Dividend | May 19, 2025 | $1.42 |
VRSN | Ex-Dividend | May 19, 2025 | $0.77 |
REGN | Ex-Dividend | May 20, 2025 | $0.88 |
NHY.OL | Pay Day | May 20, 2025 | $2.25 |
ML.PA | Ex-Dividend | May 21, 2025 | $1.43 |
MONC.MI | Pay Day | May 21, 2025 | $1.42 |
HAS | Ex-Dividend | May 21, 2025 | $0.70 |
EQIX | Ex-Dividend | May 21, 2025 | $4.69 |
AMAT | Ex-Dividend | May 22, 2025 | $0.46 |
CARR | Pay Day | May 22, 2025 | $0.22 |
C | Pay Day | May 23, 2025 | $0.56 |
ML.PA | Pay Day | May 23, 2025 | $1.43 |
FAST | Pay Day | May 23, 2025 | $0.44 |
TEP.PA | Ex-Dividend | May 26, 2025 | $4.40 |
WMT | Pay Day | May 27, 2025 | $0.24 |
VRSN | Pay Day | May 28, 2025 | $0.77 |
TEP.PA | Pay Day | May 28, 2025 | $4.40 |
ATKR | Pay Day | May 28, 2025 | $0.33 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
TSN | Ex-Dividend | May 30, 2025 | $0.50 |
HII | Ex-Dividend | May 30, 2025 | $1.35 |
0700.HK | Pay Day | May 30, 2025 | $0.58 |
IWG.L | Pay Day | May 30, 2025 | $0.01 |
GRG.L | Pay Day | May 30, 2025 | $0.64 |
JDW.L | Pay Day | May 30, 2025 | $0.05 |
TMUS | Ex-Dividend | May 30, 2025 | $0.88 |
WFC | Pay Day | Jun 1, 2025 | $0.40 |
KR | Pay Day | Jun 1, 2025 | $0.32 |
FE | Pay Day | Jun 1, 2025 | $0.44 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
F | Pay Day | Jun 2, 2025 | $0.15 |
QFIN | Pay Day | Jun 2, 2025 | $0.70 |
EQT | Pay Day | Jun 2, 2025 | $0.16 |
HAS | Pay Day | Jun 4, 2025 | $0.70 |
LIN | Ex-Dividend | Jun 4, 2025 | $1.50 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
LGEN.L | Pay Day | Jun 5, 2025 | $0.20 |
AMGN | Pay Day | Jun 6, 2025 | $2.38 |
HON | Pay Day | Jun 6, 2025 | $1.13 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
GM | Ex-Dividend | Jun 6, 2025 | $0.15 |
REGN | Pay Day | Jun 6, 2025 | $0.88 |
MTDR | Pay Day | Jun 6, 2025 | $0.31 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
JOE | Ex-Dividend | Jun 10, 2025 | $0.14 |
TRI | Pay Day | Jun 10, 2025 | $0.60 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TMUS | Pay Day | Jun 12, 2025 | $0.88 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
SNY | Pay Day | Jun 12, 2025 | $2.52 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
TSN | Pay Day | Jun 13, 2025 | $0.50 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
HII | Pay Day | Jun 13, 2025 | $1.35 |
CTAS | Pay Day | Jun 13, 2025 | $0.39 |
ADM.L | Pay Day | Jun 13, 2025 | $1.18 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
CMA | Ex-Dividend | Jun 13, 2025 | $0.71 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
FXI | Pay Day | Jun 17, 2025 | $0.00 |
IXUS | Pay Day | Jun 17, 2025 | $0.00 |
MCHI | Pay Day | Jun 17, 2025 | $0.19 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
JOE | Pay Day | Jun 26, 2025 | $0.14 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
3323.HK | Pay Day | Jun 30, 2025 | $0.02 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
CMA | Pay Day | Jul 1, 2025 | $0.71 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
HUH1V.HE | Ex-Dividend | Sep 30, 2025 | $0.58 |
HUH1V.HE | Pay Day | Oct 8, 2025 | $0.58 |
IQQL.DE | Pay Day | Nov 27, 2025 | $0.00 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
SMH | Pay Day | Dec 24, 2025 | $1.07 |
ASHR | Pay Day | Dec 30, 2025 | $0.00 |
Performance Metrics
Score 3.5/10
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-3.54
-3.54
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Beta
1.22
1.22
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.67
0.67
0
1
2
3
3
Jensen's Alpha
-3.54
-3.54
-4
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.67
0.67
0
0.75
1.25
2
2
Information Ratio
-0.06
-0.06
-1
0.3
0.6
1
1
Calmar Ratio
0.2
0.2
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.82
High:
OKTA
1,974.57OKTALow:
LAC
-14,700LACDetails
PEG Ratio
141.87
High:
KO
10,242.6KOLow:LAC
-20,579.99LACDetails
Price/Book
9.65
High:LAC
1,042.55LACLow:
RR.L
-73.11RR.LDetails
Price/Sales
5.86
High:
KROS
165.38KROSLow:
SAVA
-SAVADetails
Price/CF
22.38
High:
TTWO
18,296.3TTWOLow:
AF.PA
0.56AF.PADetails
Price/FCF
47.83
High:
CME
34,130.22CMELow:
ONIT
0.95ONITDetails
P/E Ratio
29.82
High:OKTA
1,974.57OKTALow:LAC
-14,700LACDetails
PEG Ratio
141.87
High:KO
10,242.6KOLow:LAC
-20,579.99LACDetails
Price/Book
9.65
High:LAC
1,042.55LACLow:RR.L
-73.11RR.LDetails
Price/Sales
5.86
High:KROS
165.38KROSLow:SAVA
-SAVADetails
Price/CF
22.38
High:TTWO
18,296.3TTWOLow:AF.PA
0.56AF.PADetails
Price/FCF
47.83
High:CME
34,130.22CMELow:ONIT
0.95ONITDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-47.15% | Feb 2021 | Nov 2024 | 45 |
-15.47% | Feb 2025 | - | 4 |
-4.6% | Sep 2020 | Nov 2020 | 2 |
-3.2% | Dec 2020 | Jan 2021 | 1 |
-2.06% | Dec 2024 | Jan 2025 | 1 |