Loading...
+1.01%
Today
-19.26%
This Month
-8.86%
Year To Date
-0.85%
2 Years
-0.85%
5 Years
-0.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services18.08%
- 🪙 Cryptocurrencies15.41%
- 💰 Finance14.58%
- 💻 Electronic Technology13.78%
- 🧬 Health Technology3.55%
- 🛍️ Retail Trade3.51%
- 📈 Indexes2.92%
- 🌾 Commodities2.45%
- 🪨 Non Energy Minerals1.92%
- 🚗 Consumer Durables1.48%
- 💵 Cash1.46%
- 💼 Commercial Services1.4%
- ⚡ Utilities1.23%
- 🚚 Transportation1.19%
- 🛠️ Producer Manufacturing1.17%
- 🧪 Process Industries1.13%
- 🏭 Industrial Services1.06%
- ⛏️ Energy Minerals1.02%
- 💇♀️ Consumer Services1%
- 🍞 Consumer Non Durables0.8%
- 📊 ETFs0.77%
- 📡 Communications0.59%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.64%
- 🇺🇸 NYSE18.3%
- 🌍 Digital Currency15.41%
- 🇬🇧 LSE7.97%
- 🇫🇷 Euronext Paris3.27%
- 🌍 CFD2.92%
- 🇭🇰 Hong Kong Exchanges2.6%
- 🌍 Commodity2.45%
- 🇳🇱 Euronext Amsterdam1.67%
- 🇸🇪 Stockholm Stock Exchange1.04%
- 🇮🇹 Borsa Italiana0.9%
- 🇨🇭 SIX0.33%
- 🇧🇪 Euronext Brussels0.21%
- 🇩🇪 FRA0.18%
- 🇪🇸 Bolsa De Madrid0.17%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States39.06%
- 🇨🇳 China6.96%
- 🇮🇳 India5.13%
- 🇬🇧 United Kingdom3.61%
- 🇫🇷 France3.04%
- 🇳🇱 Netherlands1.89%
- 🇮🇪 Ireland1.06%
- 🇮🇹 Italy0.9%
- 🇵🇰 Pakistan0.76%
- 🇨🇦 Canada0.62%
- 🇫🇮 Finland0.55%
- 🇸🇪 Sweden0.49%
- 🇧🇷 Brazil0.48%
- 🇹🇼 Taiwan0.48%
- 🇨🇭 Switzerland0.38%
- 🇭🇰 Hong Kong0.28%
- 🇮🇱 Israel0.27%
- 🇦🇷 Argentina0.22%
- 🇧🇪 Belgium0.21%
- 🇺🇾 Uruguay0.21%
- 🇸🇬 Singapore0.2%
- 🇩🇪 Germany0.18%
- 🇪🇸 Spain0.17%
- 🇱🇺 Luxembourg0.11%
- 🇬🇷 Greece0.11%
- 🇩🇰 Denmark0.07%
- 🇦🇺 Australia0.06%
Dividends
Dividend Yield
1.3%
163 out of 284 instruments pay dividend.
48 dividend payments in the next 30 days.
Highest Dividend: $CATO (25.51%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 CYBR.L | 0.16% | 17.45% | - |
 CATO | 0.09% | 25.51% | $0.68 |
 ARKK.L | 0.06% | 8.33% | - |
 NFRA.L | 0.06% | 6.33% | - |
 ARKG.L | 0.05% | 6.33% | - |
 NDA_SE.ST | 0.04% | 7.6% | $10.62 |
 ARKI.L | 0.04% | 5.35% | - |
 LIFE.L | 0.04% | 3.92% | - |
 MSFT | 0.04% | 0.83% | $3 |
 LAND.L | 0.03% | 7.15% | $0.4 |
 INGA.NV | 0.03% | 5.84% | $1.11 |
 BLND.L | 0.03% | 6.49% | $0.23 |
 ENEL.MI | 0.03% | 6.19% | $0.43 |
 RF.PA | 0.02% | 3.38% | $2.42 |
 HTGC | 0.02% | 8.88% | $1.6 |
 AKE.PA | 0.02% | 4.38% | $3.5 |
 QCOM | 0.02% | 2.22% | $3.25 |
 UTG.L | 0.02% | 4.67% | $0.35 |
 AKZA.NV | 0.02% | 3.28% | $1.98 |
 PM | 0.01% | 3.53% | $5.2 |
 AALB.NV | 0.01% | 3.37% | $1.13 |
 ITUB | 0.01% | 2.73% | $0.15 |
 ICG.L | 0.01% | 3.94% | $0.79 |
 PAH3.DE | 0.01% | 6.58% | $2.56 |
 FOOD.L | 0.01% | 1.24% | - |
 OWL | 0.01% | 3.81% | $0.6 |
 ELIS.PA | 0.01% | 1.97% | $0.43 |
 APO | 0.01% | 1.43% | $1.75 |
 0968.HK | 0.01% | 7.27% | $0.23 |
 ARES | 0.01% | 2.76% | $3.4 |
 AZN | 0.01% | 2.04% | $1.42 |
 CG | 0.01% | 3.44% | $1.4 |
 MF.PA | 0.01% | 4.4% | $4 |
 STX.US | 0.01% | 3.28% | $2.8 |
 PGHN.ZU | 0.01% | 3.07% | $39 |
 LYG | 0.01% | 4.49% | $0.14 |
 BABA | 0.01% | 0.71% | $0.98 |
 CME | 0.01% | 4.03% | $9.75 |
 BBVA.MC | 0.01% | 4.52% | $0.45 |
 ATHM.CH | 0.01% | 5.73% | $1.68 |
 BX | 0.01% | 2.83% | $3.36 |
 BMA | 0.01% | 9.48% | $2.82 |
 GRI.L | 0.01% | 3.78% | $0.07 |
 TPG | 0.01% | 3.62% | $1.55 |
 RYAAY | 0.01% | 1.81% | $0.93 |
 LMT | 0.01% | 2.75% | $12.45 |
 TEP.PA | 0.01% | 3.87% | $3.85 |
 TSM | 0.01% | 1.2% | $1.74 |
 JD.US | 0.01% | 2.41% | $0.74 |
 META | 0.01% | 0.33% | $1 |
 DELL | 0.01% | 2.04% | $1.63 |
 BNP.PA | 0% | 6.58% | $4.6 |
 LHX | 0% | 2.21% | $4.6 |
 AVGO | 0% | 1.16% | $19.7 |
 KMI | 0% | 4.37% | $1.14 |
 RTX | 0% | 1.97% | $2.44 |
 0992.HK | 0% | 3.07% | $0.38 |
 NTES | 0% | 2.47% | $2.58 |
 DAC | 0% | 4.12% | $3.15 |
 HON | 0% | 2.13% | $4.27 |
 PUK | 0% | 2.21% | $0.41 |
 VIPS | 0% | 2.92% | $0.41 |
 IRDM | 0% | 1.91% | $0.53 |
 XLE | 0% | 3.16% | - |
 00763.HK | 0% | 2.36% | $0.74 |
 STEP | 0% | 1.87% | $0.84 |
 NOC | 0% | 1.69% | $7.67 |
 ADI | 0% | 1.79% | $3.56 |
 NTRS | 0% | 3.06% | $3 |
 KO | 0% | 2.77% | $1.89 |
 HLNE | 0% | 1.42% | $1.83 |
 T | 0% | 4.31% | $1.11 |
 III | 0% | 1.09% | $0.4 |
 BALL | 0% | 1.53% | $0.8 |
 BK | 0% | 2.25% | $1.68 |
 PEP | 0% | 3.55% | $5.15 |
 AIR.PA | 0% | 1.23% | $1.8 |
 669.HK | 0% | 2.24% | $1.93 |
 BLK | 0% | 2.25% | $20.2 |
 CMPO | 0% | 2.85% | $0.3 |
 MU | 0% | 0.52% | $0.46 |
 EVO.ST | 0% | 3.93% | $31.03 |
 INTC | 0% | 2.53% | $0.5 |
 GS | 0% | 2.21% | $11 |
 AAPL | 0% | 0.45% | $0.97 |
 BAER.ZU | 0% | 4.34% | $2.6 |
 KKR | 0% | 0.63% | $0.67 |
 FIS | 0% | 2.15% | $1.76 |
 BCS | 0% | 2.77% | $0.39 |
 LDOS | 0% | 1.17% | $1.5 |
 WWD | 0% | 0.58% | $0.94 |
 KBR | 0% | 1.22% | $0.57 |
 EQT.ST | 0% | 1.22% | - |
 SOF.BR | 0% | 1.05% | $2.35 |
 SLM | 0% | 1.69% | $0.44 |
 HXL | 0% | 1.11% | $0.55 |
 JNJ | 0% | 3% | $4.81 |
 GOOGL | 0% | 0.49% | $0.2 |
 YMM | 0% | 1.01% | $0.13 |
 PG | 0% | 2.33% | $3.83 |
 IWM | 0% | 1.18% | - |
 MMC | 0% | 1.36% | $2.84 |
 00285.HK | 0% | 1.19% | $0.59 |
 APH | 0% | 0.98% | $0.44 |
 WKL.NV | 0% | 1.66% | $2.08 |
 GGAL | 0% | 4.63% | $1.57 |
 BN.US | 0% | 0.64% | $0.3 |
 AMAT | 0% | 1.09% | $1.44 |
 0700.HK | 0% | 0.66% | $3.4 |
 CRM | 0% | 0.58% | $0.4 |
 AXP | 0% | 1.14% | $2.6 |
 NVS | 0% | 2.93% | $3.2 |
 ORCL | 0% | 1.11% | $1.6 |
 USB | 0% | 4.72% | $1.94 |
 ACN | 0% | 1.69% | $4.99 |
 DSY.PA | 0% | 0.59% | $0.23 |
 TME | 0% | 1.09% | $0.12 |
 ASML | 0% | 0.83% | $5.57 |
 WTW | 0% | 1.02% | $3.44 |
 XLB | 0% | 1.82% | - |
 DBRG | 0% | 0.44% | $0.04 |
 XLF | 0% | 1.32% | - |
 KGC | 0% | 1.05% | $0.12 |
 V | 0% | 0.67% | $2.01 |
 MCD | 0% | 2.24% | $6.53 |
 DIA.US | 0% | 1.56% | - |
 TCOM.CH | 0% | 0.46% | - |
 AON | 0% | 0.68% | $2.52 |
 MA | 0% | 0.54% | $2.46 |
 FCX | 0% | 1.69% | $0.6 |
 DAL | 0% | 1.19% | $0.3 |
 IBKR | 0% | 0.59% | $0.55 |
 TER | 0% | 0.55% | $0.46 |
 NVDA | 0% | 0.04% | $0.02 |
 GE | 0% | 0.77% | $0.44 |
 3888.HK | 0% | 0.32% | $0.14 |
 TFC | 0% | 5.17% | $2.08 |
 XLY | 0% | 0.75% | - |
 KEY | 0% | 5.43% | $0.82 |
 NVT | 0% | 1.44% | $0.75 |
 DFS | 0% | 1.77% | $2.8 |
 HBAN | 0% | 4.29% | $0.62 |
 02382.HK | 0% | 0.25% | $0.22 |
 LLY | 0% | 0.66% | $4.86 |
 X | 0% | 0.54% | $0.2 |
 HWM | 0% | 0.25% | $0.19 |
 FHN | 0% | 3.28% | $0.6 |
 BWXT | 0% | 1% | $0.94 |
 AM.PA | 0% | 1.17% | $3.37 |
 QQQ | 0% | 0.56% | - |
 CW | 0% | 0.27% | $0.81 |
 VST | 0% | 0.79% | $0.85 |
 XLC | 0% | 0.94% | - |
 WAB | 0% | 0.48% | $0.74 |
 WMT | 0% | 1.04% | $0.81 |
 WFC | 0% | 2.31% | $1.4 |
 02018.HK | 0% | 0.19% | $0.1 |
 TECK | 0% | 0.92% | $0.37 |
 ABCB | 0% | 1.14% | $0.6 |
 AGI | 0% | 0.41% | $0.1 |
 FCNCA | 0% | 0.41% | $5.67 |
 GEV | 0% | 0.09% | - |
 SCCO | 0% | 2.25% | $3.76 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
MSFT | Pay Day | Mar 13 | $0.83 |
AGI | Ex-Dividend | Mar 13 | $0.02 |
META | Ex-Dividend | Mar 14 | $0.52 |
KO | Ex-Dividend | Mar 14 | $0.51 |
HON | Pay Day | Mar 14 | $1.13 |
KBR | Ex-Dividend | Mar 14 | $0.16 |
LDOS | Ex-Dividend | Mar 14 | $0.40 |
NTRS | Ex-Dividend | Mar 14 | $0.75 |
KEY | Pay Day | Mar 14 | $0.20 |
IBKR | Pay Day | Mar 14 | $0.25 |
ITUB | Pay Day | Mar 14 | $0.22 |
TER | Pay Day | Mar 14 | $0.12 |
TECK | Ex-Dividend | Mar 14 | $0.09 |
HLNE | Ex-Dividend | Mar 14 | $0.49 |
FHN | Ex-Dividend | Mar 14 | $0.15 |
STEP | Pay Day | Mar 14 | $0.24 |
MCD | Pay Day | Mar 17 | $1.77 |
BALL | Pay Day | Mar 17 | $0.20 |
ADI | Pay Day | Mar 17 | $0.99 |
GOOGL | Pay Day | Mar 17 | $0.20 |
SLM | Pay Day | Mar 17 | $0.13 |
ARES | Ex-Dividend | Mar 17 | $1.12 |
FCNCA | Pay Day | Mar 17 | $1.95 |
APH | Ex-Dividend | Mar 18 | $0.16 |
HBAN | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
ATHM.CH | Pay Day | Mar 19 | $1.15 |
NOC | Pay Day | Mar 19 | $2.06 |
RTX | Pay Day | Mar 20 | $0.63 |
NTES | Pay Day | Mar 20 | $1.22 |
PM | Ex-Dividend | Mar 20 | $1.35 |
DAL | Pay Day | Mar 20 | $0.15 |
AVGO | Ex-Dividend | Mar 20 | $0.59 |
VST | Ex-Dividend | Mar 20 | $0.22 |
KGC | Pay Day | Mar 20 | $0.03 |
WMT | Ex-Dividend | Mar 21 | $0.24 |
LHX | Pay Day | Mar 21 | $1.20 |
BLK | Pay Day | Mar 24 | $5.21 |
CG | Ex-Dividend | Mar 24 | $0.40 |
FIS | Pay Day | Mar 25 | $0.40 |
META | Pay Day | Mar 26 | $0.52 |
CME | Pay Day | Mar 26 | $1.25 |
QCOM | Pay Day | Mar 27 | $0.85 |
AGI | Pay Day | Mar 27 | $0.02 |
CW | Ex-Dividend | Mar 27 | $0.21 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
LDOS | Pay Day | Mar 28 | $0.40 |
BWXT | Pay Day | Mar 28 | $0.25 |
PEP | Pay Day | Mar 31 | $1.36 |
WTW | Ex-Dividend | Mar 31 | $0.92 |
AVGO | Pay Day | Mar 31 | $0.59 |
VST | Pay Day | Mar 31 | $0.22 |
DBRG | Ex-Dividend | Mar 31 | $0.01 |
TECK | Pay Day | Mar 31 | $0.09 |
ARES | Pay Day | Mar 31 | $1.12 |
KO | Pay Day | Apr 1 | $0.51 |
BK | Pay Day | Apr 1 | $0.02 |
NTRS | Pay Day | Apr 1 | $0.75 |
HBAN | Pay Day | Apr 1 | $0.16 |
FHN | Pay Day | Apr 1 | $0.15 |
NVDA | Pay Day | Apr 2 | $0.01 |
AXP | Ex-Dividend | Apr 4 | $0.82 |
BCS | Pay Day | Apr 4 | $0.22 |
HLNE | Pay Day | Apr 4 | $0.49 |
WMT | Pay Day | Apr 7 | $0.24 |
YMM | Ex-Dividend | Apr 7 | $0.10 |
JD.US | Ex-Dividend | Apr 8 | $1.00 |
MA | Ex-Dividend | Apr 9 | $0.76 |
APH | Pay Day | Apr 9 | $0.16 |
ORCL | Ex-Dividend | Apr 10 | $0.50 |
PM | Pay Day | Apr 10 | $1.35 |
TSM | Pay Day | Apr 10 | $0.69 |
LAND.L | Pay Day | Apr 11 | $0.12 |
VIPS | Ex-Dividend | Apr 11 | $0.48 |
LYG | Ex-Dividend | Apr 11 | $0.10 |
AALB.NV | Ex-Dividend | Apr 14 | $1.21 |
CW | Pay Day | Apr 14 | $0.21 |
KBR | Pay Day | Apr 15 | $0.16 |
WTW | Pay Day | Apr 15 | $0.92 |
DBRG | Pay Day | Apr 15 | $0.01 |
UTG.L | Ex-Dividend | Apr 17 | $0.31 |
CG | Pay Day | Apr 17 | $0.40 |
YMM | Pay Day | Apr 18 | $0.10 |
AIR.PA | Ex-Dividend | Apr 22 | $2.09 |
DELL | Ex-Dividend | Apr 22 | $0.52 |
ORCL | Pay Day | Apr 23 | $0.50 |
AIR.PA | Pay Day | Apr 24 | $2.09 |
INGA.NV | Ex-Dividend | Apr 24 | $0.74 |
GE | Pay Day | Apr 25 | $0.36 |
VIPS | Pay Day | Apr 25 | $0.48 |
NVT | Ex-Dividend | Apr 25 | $0.20 |
ASML | Ex-Dividend | Apr 28 | $1.92 |
JD.US | Pay Day | Apr 29 | $1.00 |
AKZA.NV | Ex-Dividend | Apr 29 | $1.61 |
QQQ | Pay Day | Apr 30 | $0.57 |
DELL | Pay Day | May 2 | $0.52 |
INGA.NV | Pay Day | May 2 | $0.74 |
ASML | Pay Day | May 6 | $1.92 |
AKZA.NV | Pay Day | May 7 | $1.61 |
AALB.NV | Pay Day | May 8 | $1.21 |
AXP | Pay Day | May 9 | $0.82 |
MA | Pay Day | May 9 | $0.76 |
NVT | Pay Day | May 9 | $0.20 |
669.HK | Ex-Dividend | May 15 | $0.15 |
BNP.PA | Ex-Dividend | May 19 | $4.95 |
 NEXI.MI | Ex-Dividend | May 19 | $0.26 |
WKL.NV | Ex-Dividend | May 19 | $1.58 |
BNP.PA | Pay Day | May 21 | $4.95 |
NEXI.MI | Pay Day | May 21 | $0.26 |
AMAT | Ex-Dividend | May 22 | $0.46 |
TEP.PA | Ex-Dividend | May 26 | $4.40 |
TEP.PA | Pay Day | May 28 | $4.40 |
UTG.L | Pay Day | May 30 | $0.31 |
LYG | Pay Day | May 30 | $0.10 |
WKL.NV | Pay Day | Jun 11 | $1.58 |
AMAT | Pay Day | Jun 12 | $0.46 |
IWM | Pay Day | Jun 17 | $0.56 |
XLF | Pay Day | Jun 26 | $0.16 |
XLE | Pay Day | Jun 26 | $0.71 |
XLY | Pay Day | Jun 26 | $0.39 |
XLC | Pay Day | Jun 26 | $- |
XLB | Pay Day | Jun 26 | $0.43 |
669.HK | Pay Day | Jun 27 | $0.15 |
Performance Metrics
Score 4.1/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-6.67
-6.67
-7
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
-6.67
-6.67
-7
0
2
4.5
4.5
Omega Ratio
0.62
0.62
0
1
1.5
2.5
2.5
Treynor Ratio
1.21
1.21
0
0.75
1.25
2
2
Information Ratio
-0.51
-0.51
-1
0.3
0.6
1
1
Calmar Ratio
1.31
1.31
0
0.3
0.6
2
2
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-23.46% | Feb 2025 | - | 2 |
-12.75% | Dec 2024 | Jan 2025 | 1 |
-3.8% | Apr 2024 | Jun 2024 | 2 |