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-4.85%
This Month
+0.19%
Year To Date
+17.89%
2 Years
+63.21%
5 Years
+128.74%
10 Years
+19.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs23.79%
- 🪙 Cryptocurrencies15.45%
- 💇♀️ Consumer Services11.19%
- 🧩 Miscellaneous11.11%
- 💻 Electronic Technology9.76%
- 💰 Finance6.38%
- 🖥️ Technology Services5.17%
- 🧬 Health Technology2.99%
- 🛍️ Retail Trade2.39%
- 🍞 Consumer Non Durables1.64%
- ⚡ Utilities1.54%
- ⛏️ Energy Minerals1.07%
- 🛠️ Producer Manufacturing0.88%
- 🧪 Process Industries0.86%
- 🪨 Non Energy Minerals0.63%
- 🚚 Transportation0.55%
- 📡 Communications0.47%
- 🏭 Industrial Services0.43%
- 💼 Commercial Services0.4%
- ❓ Other0.39%
- 📦 Distribution Services0.26%
- 🚗 Consumer Durables0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.09%
- 🇺🇸 Nasdaq25.77%
- 🇩🇪 Xetra ETFs19.87%
- 🌍 Digital Currency15.45%
- 🇬🇧 LSE0.42%
- Abu Dhabi0.26%
- 🇦🇪 Dubai Financial Market0.13%
- 🇩🇪 FRA0.12%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇫🇷 Euronext Paris0.08%
- 🇮🇹 Borsa Italiana0.08%
- 🇫🇮 Helsinki Stock Exchange0.05%
- 🇦🇺 Sydney0.04%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States43.76%
- 🇨🇦 Canada0.75%
- 🇬🇧 United Kingdom0.67%
- 🇨🇳 China0.54%
- 🇹🇼 Taiwan0.31%
- 🇮🇪 Ireland0.24%
- 🇳🇱 Netherlands0.15%
- 🇩🇪 Germany0.12%
- 🇮🇹 Italy0.08%
- 🇫🇮 Finland0.05%
- 🇰🇷 South Korea0.05%
- 🇫🇷 France0.05%
- 🇦🇺 Australia0.04%
- 🇪🇸 Spain0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇸🇪 Sweden0.03%
- 🇳🇴 Norway0.02%
- 🇧🇷 Brazil0.02%
Dividends
Dividend Yield
0.92%
140 out of 210 instruments pay dividend.
59 dividend payments in the next 30 days.
Highest Dividend: $TU (9.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RCL | 0.19% | 1.72% | - |
 O | 0.13% | 5.41% | $3.09 |
 JNJ | 0.06% | 2.29% | $4.81 |
 FRT | 0.05% | 3.78% | $4.36 |
 CCI | 0.04% | 4.56% | $6.26 |
 QQQ | 0.04% | 0.38% | - |
 WPC | 0.03% | 4.95% | $3.67 |
 MPT | 0.03% | 6.99% | $0.6 |
 NEE | 0.03% | 2.79% | $1.97 |
 CNQ | 0.02% | 3.65% | $1.48 |
 BBY | 0.01% | 5.44% | $3.72 |
 TGT | 0.01% | 3.68% | $4.42 |
 PEP | 0.01% | 4.08% | $5.15 |
 BMY | 0.01% | 4.47% | $2.34 |
 CVX.US | 0.01% | 3.7% | $6.28 |
 ELS | 0.01% | 3.42% | $1.85 |
 KR | 0.01% | 2.26% | $1.16 |
 EVRG | 0.01% | 3.36% | $2.54 |
 XEL | 0.01% | 3.06% | $2.13 |
 NKE | 0.01% | 3.76% | $1.45 |
 PG | 0.01% | 3.02% | $3.83 |
 KO | 0.01% | 2.7% | $1.89 |
 MKC | 0.01% | 4.03% | $1.62 |
 ACN | 0.01% | 3.55% | $4.99 |
 TXN | 0.01% | 1.9% | $5.14 |
 MCD | 0.01% | 2.68% | $6.53 |
 LMT | 0.01% | 2.63% | $12.45 |
 UNP | 0.01% | 2.11% | $5.2 |
 LOW | 0.01% | 2.34% | $4.45 |
 SLGN | 0.01% | 2.26% | $0.74 |
 PFE | 0% | 6.69% | $1.66 |
 NOC | 0% | 1.74% | $7.67 |
 QCOM | 0% | 1.52% | $3.25 |
 LIN | 0% | 1.22% | $5.33 |
 MSFT | 0% | 0.83% | $3 |
 LHX | 0% | 1.62% | $4.6 |
 ADI.US | 0% | 1.02% | $3.56 |
 FDS | 0% | 1.79% | $3.98 |
 CHD | 0% | 1.31% | $1.11 |
 JKHY | 0% | 1.83% | $2.14 |
 ORCL | 0% | 0.86% | $1.6 |
 RSG | 0% | 1.22% | $2.14 |
 SHW | 0% | 1.06% | $2.64 |
 CAH | 0% | 1.05% | $2.01 |
 RGLD | 0% | 0.85% | $1.58 |
 ROP | 0% | 1.09% | $2.93 |
 AVGO | 0% | 0.62% | $19.7 |
 BRO | 0% | 1.15% | $0.51 |
 CRM | 0% | 0.9% | $0.4 |
 TSM | 0% | 0.69% | $1.74 |
 TU | 0% | 9.75% | $1.11 |
 BABA | 0% | 0.82% | $0.98 |
 SPGI | 0% | 0.92% | $3.62 |
 KPN.NV | 0% | 6.52% | $0.15 |
 VZ | 0% | 6.14% | $2.66 |
 AMAT | 0% | 0.4% | $1.44 |
 TEL2B.ST | 0% | 6.04% | $6.9 |
 INW.MI | 0% | 8.18% | $0.48 |
 AAPL | 0% | 0.34% | $0.97 |
 BCE | 0% | 5.21% | $2.9 |
 ORA.PA | 0% | 4.28% | $0.72 |
 LRCX | 0% | 0.32% | $8 |
 T.US | 0% | 4.85% | $1.11 |
 META | 0% | 0.34% | $1 |
 CMCSA | 0% | 5.64% | $1.2 |
 CASY | 0% | 0.3% | $1.79 |
 SKM | 0% | 2.09% | $0.83 |
 TLS.ASX | 0% | 4.04% | $0.18 |
 JPM | 0% | 1.93% | $4.4 |
 PBR.A | 0% | 5.91% | $2.21 |
 VOD.L | 0% | 3.63% | $0.08 |
 SHEL | 0% | 3.41% | $2.7 |
 NVDA | 0% | 0.13% | $0.02 |
 DTE.DE | 0% | 3.58% | $0.77 |
 GOOGL | 0% | 0.23% | $0.2 |
 ENI.MI | 0% | 4.69% | $0.94 |
 TTE.PA | 0% | 4.38% | $3.06 |
 MU | 0% | 0.05% | $0.46 |
 AU | 0% | 4.99% | $0.22 |
 BA.L | 0% | 1.87% | $0.3 |
 GS | 0% | 1.56% | $11 |
 ENB | 0% | 4.83% | $2.66 |
 MRVL | 0% | 0.08% | $0.24 |
 EQNR.OL | 0% | 4.1% | $13.95 |
 AMT | 0% | 3.62% | $6.56 |
 BP.L | 0% | 4.58% | $0.23 |
 OKE | 0% | 4.74% | $3.89 |
 AIR.PA | 0% | 1.79% | $1.8 |
 KMI | 0% | 3.71% | $1.14 |
 RR.L | 0% | 0.75% | - |
 TRP | 0% | 3.59% | $2.79 |
 REP.MC | 0% | 5.59% | $0.73 |
 NOKIA.HE | 0% | 1.03% | $0.13 |
 DLR | 0% | 2.59% | $4.88 |
 COP | 0% | 2.76% | $3.25 |
 B | 0% | 2.12% | $0.4 |
 EOG | 0% | 2.9% | $5.06 |
 TMUS | 0% | 2.22% | $1.95 |
 SLB | 0% | 2.03% | $1.05 |
 ASML.NV | 0% | 0.52% | $6.1 |
 SU | 0% | 2.59% | $1.59 |
 SAP.DE | 0% | 1.5% | $2.2 |
 XOM | 0% | 2.68% | $3.76 |
 CSCO | 0% | 1.29% | $1.58 |
 SHEL.L | 0% | 3.42% | $0.8 |
 EQIX | 0% | 1.85% | $16.19 |
 WMB | 0% | 2.86% | $1.85 |
 PSX | 0% | 2.7% | $4.3 |
 CVE | 0% | 1.97% | $0.44 |
 2899.HK | 0% | 2.07% | $0.27 |
 NST.ASX | 0% | 2.76% | $0.31 |
 RHM.DE | 0% | 0.94% | $5.7 |
 FANG | 0% | 2.07% | $9.26 |
 DVN | 0% | 2.26% | $2.05 |
 VLO | 0% | 1.87% | $4.18 |
 FCX | 0% | 0.88% | $0.6 |
 GLW | 0% | 0.59% | $1.12 |
 BTG.US | 0% | 1.73% | $0.16 |
 MSI | 0% | 1.18% | $3.82 |
 NEM | 0% | 0.95% | $1.3 |
 HAL | 0% | 1.65% | $0.66 |
 CLNX.MC | 0% | 1.09% | $0.06 |
 EXE | 0% | 2.47% | $2.3 |
 TRGP | 0% | 1.61% | $2.25 |
 GOOG | 0% | 0.23% | $0.2 |
 PAAS | 0% | 1.16% | $0.4 |
 OXY | 0% | 1.7% | $0.8 |
 AEM | 0% | 0.95% | $1.6 |
 ENR.DE | 0% | 0.44% | - |
 EQT | 0% | 1.18% | $0.62 |
 LNG | 0% | 0.9% | $1.7 |
 FNV | 0% | 0.69% | $1.41 |
 KGC | 0% | 0.5% | $0.12 |
 WPM | 0% | 0.56% | $0.61 |
 AGI | 0% | 0.33% | $0.1 |
 1818.HK | 0% | 0.57% | - |
 EQX | 0% | 0.26% | - |
 AG | 0% | 0.18% | $0.02 |
 CDE | 0% | 0.11% | - |
 HL | 0% | 0.09% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
WPM | Pay Day | Jun 9, 2026 | $0.20 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
SPGI | Pay Day | Jun 10, 2026 | $0.97 |
TU | Ex-Dividend | Jun 10, 2026 | $0.31 |
OXY | Ex-Dividend | Jun 10, 2026 | $0.26 |
CDE | Pay Day | Jun 10, 2026 | $0.02 |
BTG.US | Ex-Dividend | Jun 10, 2026 | $0.02 |
HL | Pay Day | Jun 10, 2026 | $0.00 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
TMUS | Pay Day | Jun 11, 2026 | $1.02 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
AGI | Ex-Dividend | Jun 11, 2026 | $0.04 |
FNV | Ex-Dividend | Jun 11, 2026 | $0.44 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
WMB | Ex-Dividend | Jun 12, 2026 | $0.53 |
AMT | Ex-Dividend | Jun 12, 2026 | $1.79 |
AU | Pay Day | Jun 12, 2026 | $1.16 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
DVN | Ex-Dividend | Jun 15, 2026 | $0.32 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
XEL | Ex-Dividend | Jun 15, 2026 | $0.59 |
SLGN | Pay Day | Jun 15, 2026 | $0.21 |
B | Pay Day | Jun 15, 2026 | $0.17 |
CCI | Ex-Dividend | Jun 15, 2026 | $1.06 |
DLR | Ex-Dividend | Jun 15, 2026 | $1.22 |
O | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
AEM | Pay Day | Jun 15, 2026 | $0.45 |
CVE | Ex-Dividend | Jun 15, 2026 | $0.16 |
BCE | Ex-Dividend | Jun 15, 2026 | $0.32 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
ADI.US | Pay Day | Jun 16, 2026 | $1.10 |
MSI | Ex-Dividend | Jun 17, 2026 | $1.21 |
NOC | Pay Day | Jun 17, 2026 | $2.47 |
LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
EQIX | Pay Day | Jun 17, 2026 | $5.16 |
BBY | Ex-Dividend | Jun 18, 2026 | $0.96 |
LIN | Pay Day | Jun 18, 2026 | $1.60 |
EVRG | Pay Day | Jun 18, 2026 | $0.69 |
FDS | Pay Day | Jun 18, 2026 | $1.16 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
JKHY | Pay Day | Jun 19, 2026 | $0.61 |
NEM | Pay Day | Jun 22, 2026 | $0.26 |
VLO | Pay Day | Jun 23, 2026 | $1.20 |
BTG.US | Pay Day | Jun 23, 2026 | $0.02 |
HAL | Pay Day | Jun 24, 2026 | $0.17 |
META | Pay Day | Jun 25, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
SU | Pay Day | Jun 25, 2026 | $0.44 |
AGI | Pay Day | Jun 25, 2026 | $0.04 |
FNV | Pay Day | Jun 25, 2026 | $0.44 |
LMT | Pay Day | Jun 26, 2026 | $3.45 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
LHX | Pay Day | Jun 26, 2026 | $1.25 |
BP.L | Pay Day | Jun 26, 2026 | $0.08 |
ELS | Ex-Dividend | Jun 26, 2026 | $0.54 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
SHEL | Pay Day | Jun 29, 2026 | $0.78 |
WMB | Pay Day | Jun 29, 2026 | $0.53 |
GLW | Pay Day | Jun 29, 2026 | $0.28 |
SHEL.L | Pay Day | Jun 29, 2026 | $0.39 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
UNP | Pay Day | Jun 30, 2026 | $1.38 |
DVN | Pay Day | Jun 30, 2026 | $0.32 |
CCI | Pay Day | Jun 30, 2026 | $1.06 |
DLR | Pay Day | Jun 30, 2026 | $1.22 |
CVE | Pay Day | Jun 30, 2026 | $0.16 |
TRP | Ex-Dividend | Jun 30, 2026 | $0.65 |
1818.HK | Pay Day | Jun 30, 2026 | $0.01 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
CMCSA | Ex-Dividend | Jul 1, 2026 | $0.33 |
CAH | Ex-Dividend | Jul 1, 2026 | $0.52 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
RSG | Ex-Dividend | Jul 2, 2026 | $0.63 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
TU | Pay Day | Jul 2, 2026 | $0.31 |
RCL | Pay Day | Jul 2, 2026 | $1.50 |
RGLD | Ex-Dividend | Jul 2, 2026 | $0.47 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
REP.MC | Ex-Dividend | Jul 6, 2026 | $0.59 |
REP.MC | Pay Day | Jul 8, 2026 | $0.59 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
ROP | Ex-Dividend | Jul 8, 2026 | $0.91 |
BBY | Pay Day | Jul 9, 2026 | $0.96 |
SLB | Pay Day | Jul 9, 2026 | $0.29 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
ELS | Pay Day | Jul 10, 2026 | $0.54 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
AMT | Pay Day | Jul 13, 2026 | $1.79 |
MSI | Pay Day | Jul 15, 2026 | $1.21 |
CAH | Pay Day | Jul 15, 2026 | $0.52 |
RSG | Pay Day | Jul 15, 2026 | $0.63 |
OXY | Pay Day | Jul 15, 2026 | $0.26 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
BCE | Pay Day | Jul 15, 2026 | $0.32 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
RGLD | Pay Day | Jul 16, 2026 | $0.47 |
EOG | Ex-Dividend | Jul 17, 2026 | $1.02 |
XEL | Pay Day | Jul 20, 2026 | $0.59 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
CMCSA | Pay Day | Jul 22, 2026 | $0.33 |
LOW | Ex-Dividend | Jul 22, 2026 | $1.25 |
ROP | Pay Day | Jul 22, 2026 | $0.91 |
VOD.L | Pay Day | Jul 30, 2026 | $0.03 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
EOG | Pay Day | Jul 31, 2026 | $1.02 |
TRP | Pay Day | Jul 31, 2026 | $0.65 |
LOW | Pay Day | Aug 5, 2026 | $1.25 |
EQNR.OL | Ex-Dividend | Aug 13, 2026 | $0.39 |
EQNR.OL | Pay Day | Aug 27, 2026 | $0.39 |
Performance Metrics
Score 6.3/10
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.12
1.12
0
0.8
1.2
0
2
Sharpe Ratio
0.56
0.56
0
0.5
1
1.5
1.5
Sortino Ratio
1.28
1.28
0
1
2
3
3
Jensen's Alpha
4.3
4.3
-2
0
2
5
5
Omega Ratio
1.32
1.32
0
1
1.5
2.5
2.5
Treynor Ratio
1.24
1.24
0
0.75
1.25
2
2
Information Ratio
0.23
0.23
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.86
High:
DDOG
650.12DDOGLow:
JAZZ
-13,046.74JAZZDetails
PEG Ratio
143.76
High:NOKIA.HE
13,797.01NOKIA.HELow:
CRWD
-5,187.17CRWDDetails
Price/Book
9.71
High:
APP
79.52APPLow:MCD
-150.65MCDDetails
Price/Sales
8.15
High:
ASTS
367.2ASTSLow:CAH
0.19CAHDetails
Price/CF
20.97
High:
LITE
149.43LITELow:VOD.L
2.24VOD.LDetails
Price/FCF
54.65
High:CLNX.MC
6,956.36CLNX.MCLow:GS
2.44GSDetails
P/E Ratio
33.86
High:DDOG
650.12DDOGLow:JAZZ
-13,046.74JAZZDetails
PEG Ratio
143.76
High:NOKIA.HE
13,797.01NOKIA.HELow:CRWD
-5,187.17CRWDDetails
Price/Book
9.71
High:APP
79.52APPLow:MCD
-150.65MCDDetails
Price/Sales
8.15
High:ASTS
367.2ASTSLow:CAH
0.19CAHDetails
Price/CF
20.97
High:LITE
149.43LITELow:VOD.L
2.24VOD.LDetails
Price/FCF
54.65
High:CLNX.MC
6,956.36CLNX.MCLow:GS
2.44GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-16.49% | Oct 2025 | - | 9 |
-13.26% | May 2021 | Aug 2021 | 3 |
-11.61% | Dec 2024 | Jul 2025 | 7 |
-3.84% | Apr 2024 | May 2024 | 1 |
-3.26% | Mar 2021 | Apr 2021 | 1 |