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+7.18%
This Month
+1.07%
Year To Date
+28.32%
2 Years
+44.08%
5 Years
+130.73%
10 Years
+20.01%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.44%
- 🪙 Cryptocurrencies19.2%
- 💇♀️ Consumer Services11.71%
- 🧩 Miscellaneous10.22%
- 💻 Electronic Technology7.3%
- 💰 Finance6.72%
- 🖥️ Technology Services4.64%
- 🧬 Health Technology3.18%
- 🛍️ Retail Trade2.47%
- 🍞 Consumer Non Durables1.66%
- ⚡ Utilities1.6%
- ⛏️ Energy Minerals1.03%
- 🧪 Process Industries0.9%
- 🛠️ Producer Manufacturing0.76%
- 🪨 Non Energy Minerals0.76%
- 🚚 Transportation0.54%
- 📡 Communications0.5%
- 🏭 Industrial Services0.42%
- ❓ Other0.42%
- 💼 Commercial Services0.38%
- 🚗 Consumer Durables0.32%
- 📦 Distribution Services0.26%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE36.35%
- 🇺🇸 Nasdaq22.08%
- 🇩🇪 Xetra ETFs20.34%
- 🌍 Digital Currency19.2%
- 🇬🇧 LSE0.44%
- Abu Dhabi0.27%
- 🇦🇪 Dubai Financial Market0.14%
- 🇩🇪 FRA0.14%
- 🇳🇱 Euronext Amsterdam0.11%
- 🇮🇹 Borsa Italiana0.09%
- 🇫🇷 Euronext Paris0.09%
- 🇦🇺 Sydney0.04%
- 🇫🇮 Helsinki Stock Exchange0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇪 Stockholm Stock Exchange0.03%
- 🇪🇸 Bolsa De Madrid0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.98%
- 🇨🇦 Canada0.76%
- 🇬🇧 United Kingdom0.7%
- 🇨🇳 China0.64%
- 🇹🇼 Taiwan0.27%
- 🇮🇪 Ireland0.26%
- 🇳🇱 Netherlands0.15%
- 🇩🇪 Germany0.14%
- 🇮🇹 Italy0.09%
- 🇫🇷 France0.05%
- 🇰🇷 South Korea0.05%
- 🇦🇺 Australia0.04%
- 🇫🇮 Finland0.04%
- 🇸🇪 Sweden0.03%
- 🇰🇾 Cayman Islands0.03%
- 🇪🇸 Spain0.03%
- 🇧🇷 Brazil0.02%
- 🇳🇴 Norway0.02%
Dividends
Dividend Yield
0.91%
138 out of 207 instruments pay dividend.
24 dividend payments in the next 30 days.
Highest Dividend: $TU (9.89%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RCL | 0.17% | 1.51% | - |
 O | 0.13% | 4.98% | $3.09 |
 JNJ | 0.06% | 2.25% | $4.81 |
 FRT | 0.05% | 4.01% | $4.36 |
 CCI | 0.05% | 4.93% | $6.26 |
 QQQ | 0.04% | 0.43% | - |
 WPC | 0.03% | 4.96% | $3.67 |
 MPT | 0.03% | 6.48% | $0.6 |
 NEE | 0.03% | 2.52% | $1.97 |
 CNQ | 0.02% | 4.02% | $1.48 |
 TGT | 0.01% | 3.51% | $4.42 |
 BBY | 0.01% | 5.74% | $3.72 |
 PEP | 0.01% | 3.63% | $5.15 |
 BMY | 0.01% | 4.25% | $2.34 |
 CVX | 0.01% | 3.77% | $6.28 |
 ELS | 0.01% | 3.16% | $1.85 |
 KR | 0.01% | 2.07% | $1.16 |
 EVRG | 0.01% | 3.37% | $2.54 |
 XEL | 0.01% | 2.86% | $2.13 |
 NKE | 0.01% | 3.48% | $1.45 |
 KO | 0.01% | 2.73% | $1.89 |
 PG | 0.01% | 2.85% | $3.83 |
 MKC | 0.01% | 3.46% | $1.62 |
 ACN | 0.01% | 3.11% | $4.99 |
 TXN | 0.01% | 2.38% | $5.14 |
 MCD | 0.01% | 2.36% | $6.53 |
 LMT | 0.01% | 2.32% | $12.45 |
 UNP | 0.01% | 2.17% | $5.2 |
 LOW | 0.01% | 1.9% | $4.45 |
 PFE | 0% | 6.24% | $1.66 |
 SLGN | 0% | 1.94% | $0.74 |
 QCOM | 0% | 2.55% | $3.25 |
 NOC | 0% | 1.41% | $7.67 |
 MSFT | 0% | 0.85% | $3 |
 LIN | 0% | 1.22% | $5.33 |
 LHX | 0% | 1.4% | $4.6 |
 ADI.US | 0% | 1.07% | $3.56 |
 FDS | 0% | 1.87% | $3.98 |
 CHD | 0% | 1.3% | $1.11 |
 JKHY | 0% | 1.53% | $2.14 |
 ORCL | 0% | 1.01% | $1.6 |
 RSG | 0% | 1.18% | $2.14 |
 SHW | 0% | 0.93% | $2.64 |
 RGLD | 0% | 0.7% | $1.58 |
 CAH | 0% | 0.97% | $2.01 |
 AVGO | 0% | 0.62% | $19.7 |
 CRM | 0% | 0.9% | $0.4 |
 ROP | 0% | 0.96% | $2.93 |
 TU | 0% | 9.89% | $1.11 |
 BRO | 0% | 0.94% | $0.51 |
 BABA | 0% | 0.73% | $0.98 |
 KPN.NV | 0% | 6.12% | $0.15 |
 TEL2B.ST | 0% | 5.6% | $6.9 |
 VZ | 0% | 5.94% | $2.66 |
 AMAT | 0% | 0.49% | $1.44 |
 INW.MI | 0% | 7.57% | $0.48 |
 SPGI | 0% | 0.88% | $3.62 |
 TSM | 0% | 0.62% | $1.74 |
 PBR.A | 0% | 7.19% | $2.21 |
 ORA.PA | 0% | 4.24% | $0.72 |
 BCE | 0% | 5.33% | $2.9 |
 AAPL | 0% | 0.38% | $0.97 |
 LRCX | 0% | 0.38% | $8 |
 T | 0% | 4.24% | $1.11 |
 META | 0% | 0.31% | $1 |
 CMCSA | 0% | 4.43% | $1.2 |
 TLS.ASX | 0% | 3.75% | $0.18 |
 CASY | 0% | 0.3% | $1.79 |
 SKM | 0% | 2.25% | $0.83 |
 JPM | 0% | 1.86% | $4.4 |
 SHEL | 0% | 3.29% | $2.7 |
 VOD.L | 0% | 3.34% | $0.08 |
 DTE.DE | 0% | 3.38% | $0.77 |
 TTE.PA | 0% | 4.5% | $3.06 |
 MU | 0% | 0.11% | $0.46 |
 ENB | 0% | 5.3% | $2.66 |
 EQNR.OL | 0% | 4.59% | $13.95 |
 ENI.MI | 0% | 4.52% | $0.94 |
 BA.L | 0% | 1.63% | $0.3 |
 GOOGL | 0% | 0.25% | $0.2 |
 MRVL | 0% | 0.16% | $0.24 |
 GS | 0% | 1.65% | $11 |
 AMT | 0% | 3.8% | $6.56 |
 BP.L | 0% | 4.43% | $0.23 |
 OKE | 0% | 5.01% | $3.89 |
 AU | 0% | 3.35% | $0.22 |
 AIR.PA | 0% | 1.81% | $1.8 |
 KMI | 0% | 3.66% | $1.14 |
 TRP | 0% | 4.11% | $2.79 |
 DLR | 0% | 2.39% | $4.88 |
 RR.L | 0% | 0.75% | - |
 NOKIA.HE | 0% | 1.56% | $0.13 |
 COP | 0% | 2.78% | $3.25 |
 EOG | 0% | 3.15% | $5.06 |
 SLB | 0% | 2.21% | $1.05 |
 CSCO | 0% | 1.88% | $1.58 |
 TMUS | 0% | 1.99% | $1.95 |
 SAP.DE | 0% | 1.66% | $2.2 |
 ASML.NV | 0% | 0.6% | $6.1 |
 SU | 0% | 2.77% | $1.59 |
 XOM | 0% | 2.73% | $3.76 |
 B | 0% | 1.97% | $0.4 |
 EQIX | 0% | 1.74% | $16.19 |
 WMB | 0% | 2.88% | $1.85 |
 PSX | 0% | 3.14% | $4.3 |
 CVE | 0% | 2.34% | $0.44 |
 CTRA | 0% | 2.84% | $0.82 |
 RHM.DE | 0% | 0.78% | $5.7 |
 SHEL.L | 0% | 2.48% | $0.8 |
 NST.ASX | 0% | 2.31% | $0.31 |
 FANG | 0% | 2.24% | $9.26 |
 2899.HK | 0% | 1.67% | $0.27 |
 FCX | 0% | 0.86% | $0.6 |
 DVN | 0% | 2.15% | $2.05 |
 VLO | 0% | 2.03% | $4.18 |
 GLW | 0% | 0.68% | $1.12 |
 CLNX.MC | 0% | 1.1% | $0.06 |
 BTG.US | 0% | 1.63% | $0.16 |
 MSI | 0% | 1.03% | $3.82 |
 HAL | 0% | 1.84% | $0.66 |
 EXE | 0% | 2.42% | $2.3 |
 NEM | 0% | 0.88% | $1.3 |
 TRGP | 0% | 1.73% | $2.25 |
 GOOG | 0% | 0.25% | $0.2 |
 PAAS | 0% | 0.93% | $0.4 |
 AEM | 0% | 0.77% | $1.6 |
 ENR.DE | 0% | 0.41% | - |
 EQT | 0% | 1.13% | $0.62 |
 NVDA | 0% | 0.02% | $0.02 |
 LNG | 0% | 0.84% | $1.7 |
 FNV | 0% | 0.61% | $1.41 |
 WPM | 0% | 0.47% | $0.61 |
 KGC | 0% | 0.39% | $0.12 |
 AGI | 0% | 0.24% | $0.1 |
 1818.HK | 0% | 0.36% | - |
 AG | 0% | 0.11% | $0.02 |
 EQX | 0% | 0.1% | - |
 HL | 0% | 0.08% | $0.03 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
RR.L | Ex-Dividend | Apr 23, 2026 | $0.07 |
BA.L | Ex-Dividend | Apr 23, 2026 | $0.31 |
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
ORCL | Pay Day | Apr 24, 2026 | $0.50 |
ASML.NV | Ex-Dividend | Apr 24, 2026 | $3.15 |
MKC | Pay Day | Apr 27, 2026 | $0.48 |
KPN.NV | Pay Day | Apr 27, 2026 | $0.13 |
AMT | Pay Day | Apr 28, 2026 | $1.79 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
EOG | Pay Day | Apr 30, 2026 | $1.02 |
TRGP | Ex-Dividend | Apr 30, 2026 | $1.25 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
MRVL | Pay Day | Apr 30, 2026 | $0.06 |
TRP | Pay Day | Apr 30, 2026 | $0.65 |
T | Pay Day | May 1, 2026 | $0.28 |
VZ | Pay Day | May 1, 2026 | $0.71 |
FCX | Pay Day | May 1, 2026 | $0.15 |
BMY | Pay Day | May 1, 2026 | $0.63 |
CASY | Ex-Dividend | May 1, 2026 | $0.57 |
TXN | Ex-Dividend | May 5, 2026 | $1.42 |
ASML.NV | Pay Day | May 5, 2026 | $3.15 |
SAP.DE | Ex-Dividend | May 6, 2026 | $2.95 |
LOW | Pay Day | May 6, 2026 | $1.20 |
EQT | Ex-Dividend | May 6, 2026 | $0.17 |
SAP.DE | Pay Day | May 8, 2026 | $2.95 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
EQNR.OL | Ex-Dividend | May 13, 2026 | $0.39 |
PG | Pay Day | May 15, 2026 | $1.09 |
ACN | Pay Day | May 15, 2026 | $1.63 |
KR | Ex-Dividend | May 15, 2026 | $0.35 |
TRGP | Pay Day | May 15, 2026 | $1.25 |
CASY | Pay Day | May 15, 2026 | $0.57 |
O | Pay Day | May 15, 2026 | $0.27 |
PSX | Ex-Dividend | May 18, 2026 | $1.27 |
INW.MI | Ex-Dividend | May 18, 2026 | $0.64 |
TXN | Pay Day | May 19, 2026 | $1.42 |
INW.MI | Pay Day | May 20, 2026 | $0.64 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
AMAT | Ex-Dividend | May 21, 2026 | $0.53 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
EQNR.OL | Pay Day | May 27, 2026 | $0.39 |
TMUS | Ex-Dividend | May 29, 2026 | $1.02 |
GS | Ex-Dividend | Jun 1, 2026 | $4.50 |
PSX | Pay Day | Jun 1, 2026 | $1.27 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
KR | Pay Day | Jun 1, 2026 | $0.35 |
EQT | Pay Day | Jun 1, 2026 | $0.17 |
RR.L | Pay Day | Jun 3, 2026 | $0.07 |
1818.HK | Ex-Dividend | Jun 3, 2026 | $0.01 |
QCOM | Ex-Dividend | Jun 4, 2026 | $0.92 |
BA.L | Pay Day | Jun 4, 2026 | $0.31 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
ORA.PA | Ex-Dividend | Jun 11, 2026 | $0.53 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
TMUS | Pay Day | Jun 11, 2026 | $1.02 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
ORA.PA | Pay Day | Jun 15, 2026 | $0.53 |
QCOM | Pay Day | Jun 25, 2026 | $0.92 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
TTE.PA | Ex-Dividend | Jun 30, 2026 | $1.01 |
1818.HK | Pay Day | Jun 30, 2026 | $0.01 |
TTE.PA | Pay Day | Jul 2, 2026 | $1.01 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
Performance Metrics
Score 6.2/10
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Beta
1.16
1.16
0
0.8
1.2
0
2
Sharpe Ratio
0.52
0.52
0
0.5
1
1.5
1.5
Sortino Ratio
1.19
1.19
0
1
2
3
3
Jensen's Alpha
4.94
4.94
-2
0
2
5
5
Omega Ratio
1.38
1.38
0
1
1.5
2.5
2.5
Treynor Ratio
1.12
1.12
0
0.75
1.25
2
2
Information Ratio
0.26
0.26
0
0.3
0.6
1
1
Calmar Ratio
0.57
0.57
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.98
High:BP.L
7,955.71BP.LLow:
INTC
-836.39INTCDetails
PEG Ratio
190.97
High:TMUS
6,932.47TMUSLow:INTC
-851.7INTCDetails
Price/Book
8.72
High:
APP
77.81APPLow:MCD
-121.85MCDDetails
Price/Sales
7.03
High:
ASTS
324.55ASTSLow:CAH
0.21CAHDetails
Price/CF
21.97
High:
PLTR
214.31PLTRLow:VOD.L
1.85VOD.LDetails
Price/FCF
60.37
High:CLNX.MC
6,956.36CLNX.MCLow:VOD.L
3.19VOD.LDetails
P/E Ratio
31.98
High:BP.L
7,955.71BP.LLow:INTC
-836.39INTCDetails
PEG Ratio
190.97
High:TMUS
6,932.47TMUSLow:INTC
-851.7INTCDetails
Price/Book
8.72
High:APP
77.81APPLow:MCD
-121.85MCDDetails
Price/Sales
7.03
High:ASTS
324.55ASTSLow:CAH
0.21CAHDetails
Price/CF
21.97
High:PLTR
214.31PLTRLow:VOD.L
1.85VOD.LDetails
Price/FCF
60.37
High:CLNX.MC
6,956.36CLNX.MCLow:VOD.L
3.19VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.02% | Sep 2021 | Mar 2024 | 30 |
-16.49% | Oct 2025 | - | 7 |
-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 |