Loading...
-0.19%
Today
-0.19%
This Month
+4.48%
Year To Date
+39.31%
2 Years
+54.19%
5 Years
-4.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services20.4%
- 💰 Finance14.19%
- 📊 ETFs13.18%
- 💻 Electronic Technology12.78%
- 🧬 Health Technology9.57%
- 🪙 Cryptocurrencies5.72%
- 🛍️ Retail Trade3.58%
- 💼 Commercial Services3.37%
- 🍞 Consumer Non Durables2.71%
- 🪨 Non Energy Minerals2.27%
- 🚗 Consumer Durables1.32%
- 🏥 Health Services0.5%
- 🚚 Transportation0.46%
- 🏭 Industrial Services0.44%
- 💇♀️ Consumer Services0.44%
- 🧪 Process Industries0.43%
- ⛏️ Energy Minerals0.43%
- ⚡ Utilities0.41%
- 📦 Distribution Services0.4%
- 💵 Cash0.25%
- 📡 Communications0.23%
- 🛠️ Producer Manufacturing0.18%
- 🧩 Miscellaneous0.04%
- 💹 Forex0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE38.14%
- 🇺🇸 Nasdaq29.52%
- 🇬🇧 LSE10.15%
- 🇭🇰 Hong Kong Exchanges6.26%
- 🌍 Digital Currency5.72%
- 🇩🇰 Copenhagen Stock Exchange1.62%
- 🇫🇷 Euronext Paris0.51%
- 🇩🇪 FRA0.43%
- 🇺🇸 Chicago Board Options Exchange0.28%
- 🇳🇱 Euronext Amsterdam0.16%
- 🇪🇸 Bolsa De Madrid0.09%
- 🇮🇹 Borsa Italiana0.09%
- 🇦🇺 Sydney0.04%
- 🇸🇪 Stockholm Stock Exchange0.02%
- 🌍 FX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇨🇭 SIX0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.26%
- 🇬🇧 United Kingdom8.42%
- 🇨🇳 China7.71%
- 🇨🇦 Canada3.28%
- 🇩🇰 Denmark2.71%
- 🇭🇰 Hong Kong1.18%
- 🇮🇱 Israel0.99%
- 🇰🇷 South Korea0.97%
- 🇮🇪 Ireland0.85%
- 🇸🇬 Singapore0.6%
- 🇩🇪 Germany0.56%
- 🇯🇵 Japan0.53%
- 🇫🇷 France0.51%
- 🇹🇼 Taiwan0.44%
- 🇬🇷 Greece0.29%
- 🇳🇱 Netherlands0.17%
- 🇧🇲 Bermuda0.13%
- 🇺🇾 Uruguay0.1%
- 🇪🇸 Spain0.09%
- 🇮🇹 Italy0.09%
- 🇧🇪 Belgium0.09%
- 🇦🇺 Australia0.07%
- 🇮🇳 India0.04%
- 🇸🇪 Sweden0.02%
- 🇱🇺 Luxembourg0.02%
- 🇫🇮 Finland0.01%
- 🇨🇭 Switzerland0.01%
- 🇧🇷 Brazil0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.58%
268 out of 469 instruments pay dividend.
41 dividend payments in the next 30 days.
Highest Dividend: $SIMO (9112.79%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 HSBA.L | 0.31% | 5.73% | $0.49 |
 ASHR | 0.1% | 7.26% | - |
 NWG.L | 0.07% | 4.05% | $0.17 |
 SIMO | 0.06% | 9112.79% | $1.49 |
 PLUS.L | 0.05% | 5.34% | $1.33 |
 MRK | 0.05% | 3.2% | $3.04 |
 PG | 0.04% | 2.43% | $3.83 |
 DGRO | 0.04% | 2.38% | - |
 XLB | 0.03% | 2% | - |
 OMC | 0.03% | 3.23% | $2.8 |
 GOLD.BARRICK | 0.03% | 2.47% | $0.4 |
 AAPL | 0.03% | 0.53% | $0.97 |
 NOVO-B.CO | 0.03% | 1.62% | $9.4 |
 00388.HK | 0.03% | 2.74% | $8.41 |
 SMSN.L | 0.02% | 2.7% | $23.68 |
 MSFT | 0.02% | 0.76% | $3 |
 GOOG | 0.02% | 0.29% | $0.2 |
 PFE | 0.02% | 6.37% | $1.66 |
 XLF | 0.02% | 1.48% | - |
 QCOM | 0.02% | 1.97% | $3.25 |
 FXI | 0.02% | 2.83% | - |
 LLY | 0.02% | 0.67% | $4.86 |
 USRT | 0.02% | 3.51% | - |
 NLY | 0.02% | 12.74% | $2.6 |
 VOW3.DE | 0.02% | 9.21% | $9.06 |
 AMGN | 0.02% | 3.2% | $8.76 |
 MCHI | 0.01% | 3.68% | - |
 NVO | 0.01% | 1.21% | $0.98 |
 EWG | 0.01% | 2.19% | - |
 DAC | 0.01% | 4.1% | $3.15 |
 3323.HK | 0.01% | 6.84% | $0.25 |
 TM | 0.01% | 2.58% | $4.64 |
 MDT.US | 0.01% | 3.07% | $2.77 |
 0390.HK | 0.01% | 6.15% | $0.21 |
 00763.HK | 0.01% | 2.78% | $0.74 |
 ABT | 0.01% | 1.75% | $2.16 |
 MA | 0.01% | 0.49% | $2.46 |
 0386.HK | 0.01% | 8.9% | $0.37 |
 SQQQ | 0.01% | 11.25% | - |
 UNH | 0.01% | 1.51% | $7.74 |
 LSEG.L | 0.01% | 1% | $1.15 |
 IBM | 0.01% | 2.61% | $6.65 |
 VOO | 0.01% | 1.26% | - |
 PAH3.DE | 0.01% | 6.73% | $2.56 |
 0968.HK | 0.01% | 7.89% | $0.23 |
 9988.HK | 0.01% | 1.11% | $0.98 |
 BARC.L | 0.01% | 2.77% | $0.08 |
 PGRE | 0% | 2.86% | $0.14 |
 ES.PA | 0% | 2.68% | $3 |
 1186.HK | 0% | 7.19% | $0.35 |
 CNQ | 0% | 5.21% | $1.48 |
 BDX | 0% | 1.61% | $3.76 |
 0700.HK | 0% | 0.85% | $3.4 |
 INSW | 0% | 14.81% | $5.74 |
 MC.PA | 0% | 1.85% | $13 |
 TSM | 0% | 0.93% | $1.74 |
 ATHM.CH | 0% | 6% | $1.68 |
 PEP | 0% | 3.54% | $5.15 |
 JKS | 0% | 14.25% | $1.48 |
 0939.HK | 0% | 6.84% | $0.43 |
 CAH | 0% | 1.63% | $2.01 |
 BBY | 0% | 4.38% | $3.72 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 NKE | 0% | 1.96% | $1.45 |
 0992.HK | 0% | 4.16% | $0.38 |
 ISP.MI | 0% | 7.68% | $0.3 |
 TGT | 0% | 3.23% | $4.42 |
 CVX | 0% | 4.42% | $6.28 |
 MCD | 0% | 2.35% | $6.53 |
 NEE | 0% | 2.88% | $1.97 |
 ES | 0% | 5.02% | $2.78 |
 1800.HK | 0% | 6.23% | $0.32 |
 1288.HK | 0% | 5.91% | $0.25 |
 00285.HK | 0% | 1.4% | $0.59 |
 BNP.PA | 0% | 7.02% | $4.6 |
 3328.HK | 0% | 6.42% | $0.4 |
 3968.HK | 0% | 5.07% | $2.13 |
 1398.HK | 0% | 6.12% | $0.33 |
 3988.HK | 0% | 6.47% | $0.26 |
 JNJ | 0% | 3.26% | $4.81 |
 EVRG | 0% | 4.04% | $2.54 |
 CME | 0% | 4.4% | $9.75 |
 LMT | 0% | 2.79% | $12.45 |
 KO | 0% | 3.06% | $1.89 |
 BBVA.MC | 0% | 5.13% | $0.45 |
 COST | 0% | 0.47% | $19.22 |
 NTES | 0% | 2.37% | $2.58 |
 LYG | 0% | 4.77% | $0.14 |
 XEL | 0% | 3.26% | $2.13 |
 AVGO | 0% | 0.98% | $19.7 |
 JD.US | 0% | 1.82% | $0.74 |
 EIX | 0% | 5.87% | $3.04 |
 PHP.L | 0% | 7.41% | $0.06 |
 INGA.NV | 0% | 6.89% | $1.11 |
 KMB | 0% | 3.79% | $4.8 |
 INDA | 0% | 0.78% | - |
 CCJ | 0% | 0.24% | $0.09 |
 C | 0% | 2.71% | $2.12 |
 1988.HK | 0% | 7.05% | $0.22 |
 VIPS | 0% | 2.85% | $0.41 |
 META | 0% | 0.29% | $1 |
 GS | 0% | 1.83% | $11 |
 SYY | 0% | 2.78% | $2.01 |
 APD | 0% | 2.12% | $7.04 |
 TFC | 0% | 4.37% | $2.08 |
 ELS | 0% | 2.92% | $1.85 |
 BABA | 0% | 0.99% | $0.98 |
 TXN | 0% | 2.88% | $5.14 |
 SHG | 0% | 3.93% | $1.23 |
 TME | 0% | 1.11% | $0.12 |
 MKC | 0% | 2.21% | $1.62 |
 00966.HK | 0% | 2.6% | $0.3 |
 UCG.MI | 0% | 4.11% | $1.8 |
 BMO | 0% | 4.49% | $4.4 |
 USB | 0% | 4.14% | $1.94 |
 VOD | 0% | 8.15% | $0.94 |
 ATO | 0% | 2.31% | $3.16 |
 669.HK | 0% | 1.97% | $1.93 |
 NOC | 0% | 1.65% | $7.67 |
 SAN.MC | 0% | 3.19% | $0.14 |
 WDI.DE | 0% | 1129.94% | $0.2 |
 MU | 0% | 0.5% | $0.46 |
 BMW.DE | 0% | 7.62% | $6 |
 LHX | 0% | 2.19% | $4.6 |
 CL | 0% | 2.31% | $1.96 |
 GD | 0% | 2.21% | $5.48 |
 NTRS | 0% | 2.67% | $3 |
 UPS | 0% | 5.71% | $6.5 |
 WU | 0% | 9.11% | $0.94 |
 VSH | 0% | 2.36% | $0.4 |
 INTC | 0% | 2.57% | $0.5 |
 GLE.PA | 0% | 2.88% | $0.9 |
 ADI | 0% | 1.74% | $3.56 |
 RY | 0% | 3.35% | $4.03 |
 ADP | 0% | 1.94% | $5.45 |
 BAC | 0% | 2.2% | $0.96 |
 LOW | 0% | 1.75% | $4.45 |
 BUD | 0% | 1.32% | $0.65 |
 FIS | 0% | 1.82% | $1.76 |
 WFC | 0% | 1.97% | $1.4 |
 YMM | 0% | 1.12% | $0.13 |
 PNC | 0% | 3.16% | $6.2 |
 SMFG | 0% | 2.55% | $0.29 |
 BK | 0% | 2.13% | $1.68 |
 CVS | 0% | 4.71% | $2.54 |
 LIN | 0% | 1.25% | $5.33 |
 LAND.L | 0% | 6.94% | $0.4 |
 JOE | 0% | 1.08% | $0.48 |
 BLK | 0% | 1.91% | $20.2 |
 CCI | 0% | 7.01% | $6.26 |
 DG.US | 0% | 3.32% | $2.36 |
 CMPO | 0% | 1.89% | $0.3 |
 PETS.L | 0% | 5.77% | $0.13 |
 CMCSA | 0% | 3.74% | $1.2 |
 DBK.DE | 0% | 2.38% | $0.45 |
 MUFG | 0% | 1.87% | $0.23 |
 V | 0% | 0.65% | $2.01 |
 HUSQB.ST | 0% | 5.05% | $3 |
 BATS.L | 0% | 7.39% | $2.36 |
 JPM | 0% | 1.8% | $4.4 |
 2333.HK | 0% | 2.63% | $0.33 |
 CBK.DE | 0% | 1.88% | $0.35 |
 AXP | 0% | 0.88% | $2.6 |
 MMC | 0% | 1.45% | $2.84 |
 RSG | 0% | 1.03% | $2.14 |
 CHD | 0% | 1.09% | $1.11 |
 OGZDL.L | 0% | 67.74% | - |
 YY | 0% | 2.04% | $0.71 |
 WKL.NV | 0% | 1.25% | $2.08 |
 ORCL | 0% | 0.94% | $1.6 |
 SHW | 0% | 0.77% | $2.64 |
 O | 0% | 5.73% | $3.09 |
 AMAT | 0% | 0.89% | $1.44 |
 DIS | 0% | 0.88% | $0.75 |
 WTW | 0% | 1.07% | $3.44 |
 T | 0% | 4.68% | $1.11 |
 HUM | 0% | 1.21% | $3.54 |
 ASML.NV | 0% | 0.89% | $6.1 |
 SPGI | 0% | 0.71% | $3.62 |
 WBA | 0% | 9.73% | $1.46 |
 3888.HK | 0% | 0.36% | $0.14 |
 METSB.HE | 0% | 5.19% | $0.25 |
 MNODL.L | 0% | 473.72% | - |
 MSI | 0% | 0.86% | $3.82 |
 PUM.DE | 0% | 2.68% | $0.82 |
 EDEN.PA | 0% | 3.3% | $1.1 |
 00175.HK | 0% | 1.54% | $0.22 |
 LRCX | 0% | 1.06% | $8 |
 PBR.A | 0% | 11.71% | $2.21 |
 HDB | 0% | 0.98% | $0.6 |
 IFX.DE | 0% | 1.09% | $0.35 |
 SVSTL.L | 0% | 2546.05% | - |
 TPG | 0% | 2.45% | $1.55 |
 01211.HK | 0% | 1.25% | $3.41 |
 02382.HK | 0% | 0.32% | $0.22 |
 AON | 0% | 0.73% | $2.52 |
 ILTB | 0% | 1.65% | - |
 INTU | 0% | 0.65% | $3.6 |
 FR.PA | 0% | 3.7% | $0.4 |
 KLAC | 0% | 0.79% | $5.65 |
 BRO | 0% | 0.54% | $0.51 |
 IBKR | 0% | 0.46% | $0.55 |
 HOG | 0% | 2.55% | $0.68 |
 MPWR | 0% | 0.78% | $4.5 |
 CASY | 0% | 0.46% | $1.79 |
 F | 0% | 7.74% | $0.78 |
 SIE.DE | 0% | 2.52% | $4.7 |
 MO | 0% | 7.66% | $3.92 |
 TLT | 0% | 1.42% | - |
 MDLZ | 0% | 3.09% | $1.7 |
 NVDA | 0% | 0.03% | $0.02 |
 CRM | 0% | 0.47% | $0.4 |
 VOLV-A.ST | 0% | 2.59% | $7.5 |
 ROP | 0% | 0.53% | $2.93 |
 DFS | 0% | 1.39% | $2.8 |
 DELL | 0% | 1.72% | $1.63 |
 YINN | 0% | 0.36% | - |
 MTCH | 0% | 0.53% | - |
 SBUX | 0% | 2.19% | $2.24 |
 LEG | 0% | 5.78% | $1.43 |
 SWK | 0% | 3.7% | $3.24 |
 MAN | 0% | 5.11% | $3.01 |
 NESN.ZU | 0% | 3.86% | $3 |
 ACN | 0% | 1.44% | $4.99 |
 BFH | 0% | 1.33% | $0.84 |
 GPN | 0% | 0.89% | $1 |
 IEF | 0% | 1.32% | - |
 02018.HK | 0% | 0.25% | $0.1 |
 2238.HK | 0% | 4.67% | $0.15 |
 JKHY | 0% | 1.26% | $2.14 |
 DTE.DE | 0% | 2.38% | $0.77 |
 PRGS | 0% | 1.22% | $0.7 |
 MMM | 0% | 2.37% | $5.21 |
 PEB | 0% | 0.3% | $0.04 |
 ULVR.L | 0% | 3.17% | $1.47 |
 SONY | 0% | 0.41% | $0.49 |
 HAL | 0% | 2.61% | $0.66 |
 VNA.DE | 0% | 3.04% | $0.9 |
 ISTB | 0% | 1.36% | - |
 PHIA.NV | 0% | 3.51% | - |
 PGR | 0% | 1.99% | $1.15 |
 NVTKL.L | 0% | 109.46% | - |
 QQQ | 0% | 0.64% | - |
 GOOGL | 0% | 0.29% | $0.2 |
 TEF | 0% | 5.87% | $0.24 |
 HEIA.NV | 0% | 2.57% | $1.73 |
 SMH | 0% | 0.44% | - |
 GE | 0% | 0.55% | $0.44 |
 CIBR | 0% | 0.76% | - |
 LKOD.L | 0% | 76.06% | - |
 WMT | 0% | 0.85% | $0.81 |
 ASML | 0% | 0.77% | $5.57 |
 DE | 0% | 1.27% | $5.76 |
 RWE.DE | 0% | 3.35% | $1 |
 TMUS | 0% | 1.31% | $1.95 |
 FCX | 0% | 1.67% | $0.6 |
 ADS.DE | 0% | 0.28% | $0.7 |
 EQT | 0% | 1.23% | $0.62 |
 TT | 0% | 0.93% | $3.27 |
 PRX.NV | 0% | 0.27% | $0.07 |
 TECK | 0% | 0.91% | $0.37 |
 VLO | 0% | 3.26% | $4.18 |
 BAYN.DE | 0% | 0.51% | $0.11 |
 BND | 0% | 1.3% | - |
 ACLN.ZU | 0% | 1.85% | $0.85 |
 MRVL | 0% | 0.21% | $0.24 |
 TIP | 0% | 0.59% | - |
 GEV | 0% | 0.07% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
C | Ex-Dividend | Feb 3 | $0.56 |
CVS | Pay Day | Feb 3 | $0.66 |
FCX | Pay Day | Feb 3 | $0.15 |
CASY | Ex-Dividend | Feb 3 | $0.50 |
BATS.L | Pay Day | Feb 3 | $0.74 |
AON | Ex-Dividend | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
LOW | Pay Day | Feb 5 | $1.15 |
PNC | Pay Day | Feb 5 | $1.60 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
VOD | Pay Day | Feb 7 | $0.24 |
COST | Ex-Dividend | Feb 7 | $1.16 |
WFC | Ex-Dividend | Feb 7 | $0.40 |
GD | Pay Day | Feb 7 | $1.42 |
BK | Pay Day | Feb 7 | $0.47 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
IBM | Ex-Dividend | Feb 10 | $1.67 |
DE | Pay Day | Feb 10 | $1.62 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
TXN | Pay Day | Feb 11 | $1.36 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
BRO | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
SIMO | Ex-Dividend | Feb 13 | $0.50 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
CL | Pay Day | Feb 14 | $0.50 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
SIE.DE | Ex-Dividend | Feb 14 | $5.45 |
ACN | Pay Day | Feb 14 | $1.48 |
ABT | Pay Day | Feb 14 | $0.59 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
MMC | Pay Day | Feb 14 | $0.82 |
TFC | Ex-Dividend | Feb 14 | $0.52 |
AON | Pay Day | Feb 14 | $0.68 |
O | Pay Day | Feb 14 | $0.26 |
CHD | Ex-Dividend | Feb 14 | $0.30 |
BFH | Ex-Dividend | Feb 14 | $0.21 |
CASY | Pay Day | Feb 17 | $0.50 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
PG | Pay Day | Feb 18 | $1.01 |
SIE.DE | Pay Day | Feb 18 | $5.45 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
DFS | Ex-Dividend | Feb 20 | $0.70 |
AMAT | Ex-Dividend | Feb 20 | $0.40 |
 DOYU | Pay Day | Feb 20 | $9.94 |
IFX.DE | Ex-Dividend | Feb 21 | $0.37 |
COST | Pay Day | Feb 21 | $1.16 |
PHP.L | Pay Day | Feb 21 | $0.02 |
DOYU | Ex-Dividend | Feb 21 | $9.94 |
RY | Pay Day | Feb 24 | $1.05 |
IFX.DE | Pay Day | Feb 25 | $0.37 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
BMO | Pay Day | Feb 26 | $1.13 |
SIMO | Pay Day | Feb 27 | $0.50 |
C | Pay Day | Feb 28 | $0.56 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
IBKR | Ex-Dividend | Feb 28 | $0.25 |
TMUS | Ex-Dividend | Feb 28 | $0.88 |
TGT | Pay Day | Mar 1 | $1.12 |
WFC | Pay Day | Mar 1 | $0.40 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
VLO | Pay Day | Mar 3 | $1.13 |
TFC | Pay Day | Mar 3 | $0.52 |
CHD | Pay Day | Mar 3 | $0.30 |
JNJ | Pay Day | Mar 4 | $1.24 |
ES | Ex-Dividend | Mar 4 | $0.75 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
DFS | Pay Day | Mar 6 | $0.70 |
BAC | Ex-Dividend | Mar 7 | $0.26 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
KMB | Ex-Dividend | Mar 7 | $1.26 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
CVX | Pay Day | Mar 10 | $1.71 |
IBM | Pay Day | Mar 10 | $1.67 |
LLY | Pay Day | Mar 10 | $1.50 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
FIS | Ex-Dividend | Mar 11 | $0.40 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
AMAT | Pay Day | Mar 13 | $0.40 |
TMUS | Pay Day | Mar 13 | $0.88 |
ADP | Ex-Dividend | Mar 14 | $1.54 |
NTRS | Ex-Dividend | Mar 14 | $0.75 |
IBKR | Pay Day | Mar 14 | $0.25 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
BFH | Pay Day | Mar 21 | $0.21 |
BLK | Pay Day | Mar 24 | $5.21 |
FIS | Pay Day | Mar 25 | $0.40 |
QCOM | Pay Day | Mar 27 | $0.85 |
BAC | Pay Day | Mar 28 | $0.26 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
BDX | Pay Day | Mar 31 | $1.04 |
ES | Pay Day | Mar 31 | $0.75 |
ADP | Pay Day | Apr 1 | $1.54 |
APD | Ex-Dividend | Apr 1 | $1.79 |
NTRS | Pay Day | Apr 1 | $0.75 |
CMCSA | Ex-Dividend | Apr 2 | $0.33 |
KMB | Pay Day | Apr 2 | $1.26 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
CMCSA | Pay Day | Apr 23 | $0.33 |
APD | Pay Day | May 12 | $1.79 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.5/10
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-11.6
-11.6
-12
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.48
-0.48
-1
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
0.74
0.74
0
0.8
1.2
0
2
Sharpe Ratio
-0.17
-0.17
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.23
-0.23
-1
1
2
3
3
Jensen's Alpha
-11.6
-11.6
-12
0
2
4.5
4.5
Omega Ratio
0.54
0.54
0
1
1.5
2.5
2.5
Treynor Ratio
-0.48
-0.48
-1
0.75
1.25
2
2
Information Ratio
-0.71
-0.71
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-67.14% | Jan 2018 | - | 85 |