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+0.02%
Today
-5.45%
This Month
-7.51%
Year To Date
+10.03%
2 Years
+69.18%
5 Years
-3.08%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.43%
- 💰 Finance11.6%
- 🍞 Consumer Non Durables7.32%
- 🧬 Health Technology7.25%
- 🧪 Process Industries6.89%
- 🛍️ Retail Trade5.99%
- 🖥️ Technology Services5.68%
- ⛏️ Energy Minerals5.47%
- ⚡ Utilities4.82%
- 🚚 Transportation4.14%
- 💻 Electronic Technology3.69%
- 📡 Communications2.96%
- 🛠️ Producer Manufacturing2.59%
- 💇♀️ Consumer Services2.16%
- 💼 Commercial Services1.36%
- 📊 ETFs1.32%
- 📦 Distribution Services1.22%
- 🏥 Health Services1.09%
- 🪨 Non Energy Minerals0.93%
- 💵 Cash0.73%
- 🚗 Consumer Durables0.69%
- 🏭 Industrial Services0.09%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE45.65%
- 🇺🇸 Nasdaq18.67%
- 🇦🇺 Sydney15.55%
- 🇬🇧 LSE12%
- 🌍 Digital Currency1.48%
- 🇫🇷 Euronext Paris0.47%
- 🇮🇹 Borsa Italiana0.34%
- 🇩🇪 FRA0.31%
- 🇪🇸 Bolsa De Madrid0.28%
- 🇳🇱 Euronext Amsterdam0.09%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇨🇭 SIX0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
- 🇩🇰 Copenhagen Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.54%
- 🇦🇺 Australia14.88%
- 🇬🇧 United Kingdom2.83%
- 🇧🇪 Belgium1.06%
- 🇮🇱 Israel0.79%
- 🇩🇪 Germany0.79%
- 🇨🇳 China0.68%
- 🇫🇷 France0.47%
- 🇮🇪 Ireland0.39%
- 🇳🇱 Netherlands0.36%
- 🇪🇸 Spain0.28%
- 🇨🇦 Canada0.25%
- 🇳🇿 New Zealand0.19%
- 🇮🇹 Italy0.08%
- 🇨🇭 Switzerland0.06%
- 🇸🇬 Singapore0.06%
- 🇹🇼 Taiwan0.05%
- 🇳🇴 Norway0.03%
- 🇩🇰 Denmark0%
Dividends
Dividend Yield
2.8%
144 out of 171 instruments pay dividend.
30 dividend payments in the next 30 days.
Highest Dividend: $SPK.ASX (14.28%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDS.ASX | 0.17% | 9.37% | $2.16 |
 PFE | 0.14% | 7.63% | $1.66 |
 VOD | 0.13% | 7.48% | $0.94 |
 UPS | 0.11% | 6.77% | $6.5 |
 EIX | 0.1% | 5.6% | $3.04 |
 BMY | 0.09% | 4.96% | $2.34 |
 AMT | 0.08% | 2.95% | $6.56 |
 ADM | 0.08% | 4.2% | $1.9 |
 WBA | 0.08% | 9.18% | $1.46 |
 CVX | 0.06% | 4.79% | $6.28 |
 AZJ.ASX | 0.06% | 5.37% | $0.18 |
 TGT | 0.06% | 4.81% | $4.42 |
 APD | 0.06% | 2.7% | $7.04 |
 EDV.ASX | 0.05% | 5.08% | $0.22 |
 TSN | 0.05% | 3.23% | $1.96 |
 BHP.ASX | 0.04% | 5.22% | $2.35 |
 INTC | 0.04% | 2.64% | $0.5 |
 BitcoinWorldWide | 0.04% | 0.99% | - |
 NEE | 0.04% | 3.18% | $1.97 |
 ALB | 0.04% | 3.05% | $1.6 |
 POR | 0.04% | 4.64% | $1.93 |
 TXN | 0.04% | 3.58% | $5.14 |
 CHC.ASX | 0.03% | 2.88% | $0.44 |
 OXY | 0.03% | 2.27% | $0.8 |
 GPC | 0.03% | 3.53% | $3.9 |
 O | 0.03% | 5.42% | $3.09 |
 BOQ.ASX | 0.03% | 4.92% | $0.38 |
 WBC.ASX | 0.03% | 4.87% | $1.47 |
 SPK.ASX | 0.03% | 14.28% | $0.29 |
 VZ | 0.03% | 6.13% | $2.66 |
 KO | 0.02% | 2.69% | $1.89 |
 NKE | 0.02% | 2.76% | $1.45 |
 CVS | 0.02% | 3.95% | $2.54 |
 APA.ASX | 0.02% | 6.93% | $0.56 |
 MSFT | 0.02% | 0.88% | $3 |
 STLAM.MI | 0.02% | 8.22% | $1.55 |
 WFC | 0.02% | 2.4% | $1.4 |
 CSL.ASX | 0.02% | 1.77% | $3.81 |
 KHC | 0.02% | 5.43% | $1.6 |
 AUB.ASX | 0.02% | 2.69% | $0.67 |
 WY | 0.02% | 3.14% | $0.78 |
 ANZ.ASX | 0.02% | 5.94% | $1.77 |
 ASX.ASX | 0.02% | 3.22% | $2.13 |
 TROW | 0.02% | 5.79% | $4.92 |
 ANN.ASX | 0.02% | 2.29% | $0.66 |
 DXS.ASX | 0.02% | 5.62% | $0.5 |
 BUD | 0.02% | 1.6% | $0.65 |
 MMM | 0.02% | 2.17% | $5.21 |
 CF | 0.02% | 2.67% | $1.8 |
 COP | 0.02% | 3.51% | $3.25 |
 HRL | 0.02% | 3.74% | $1.12 |
 IMEU.L | 0.02% | 2.63% | - |
 PEP | 0.02% | 3.79% | $5.15 |
 WEC | 0.01% | 3.19% | $3.23 |
 TPG.ASX | 0.01% | 3.73% | $0.18 |
 CA.PA | 0.01% | 6.96% | $0.87 |
 STX.US | 0.01% | 3.75% | $2.8 |
 CSCO | 0.01% | 2.89% | $1.58 |
 STO.ASX | 0.01% | 6.29% | $0.4 |
 EWJ | 0.01% | 2.29% | - |
 MCD | 0.01% | 2.21% | $6.53 |
 LUV | 0.01% | 2.91% | $0.72 |
 NHF.ASX | 0.01% | 3.98% | $0.3 |
 YUMC | 0.01% | 1.74% | $0.58 |
 VICI | 0.01% | 5.26% | $1.66 |
 CMP | 0.01% | 6.22% | $0.6 |
 BG | 0.01% | 3.44% | $2.7 |
 CPU.ASX | 0.01% | 2.28% | $0.8 |
 JPM | 0.01% | 2.18% | $4.4 |
 UNP | 0.01% | 2.42% | $5.2 |
 MO | 0.01% | 6.95% | $3.92 |
 GILD | 0.01% | 2.97% | $3.04 |
 RHC.ASX | 0.01% | 2.4% | $0.65 |
 K | 0.01% | 2.76% | $2.28 |
 AMC.ASX | 0.01% | 5.33% | $0.77 |
 MDT.US | 0.01% | 3.39% | $2.77 |
 CI | 0.01% | 1.73% | $5.26 |
 AMCR | 0.01% | 5.38% | $0.5 |
 STZ | 0.01% | 2.17% | $3.68 |
 OVV | 0.01% | 3.55% | $1.2 |
 ENB | 0.01% | 5.65% | $2.66 |
 TAH.ASX | 0.01% | 2.35% | $0.02 |
 GPN | 0.01% | 1.44% | $1 |
 IEL.ASX | 0.01% | 2.14% | $0.45 |
 WHR | 0.01% | 8.88% | $7 |
 C | 0.01% | 3.54% | $2.12 |
 KMB | 0.01% | 3.45% | $4.8 |
 BWA | 0.01% | 1.66% | $0.44 |
 ADP | 0.01% | 2.05% | $5.45 |
 RTO.US | 0.01% | 2.23% | $0.48 |
 SYY | 0.01% | 2.84% | $2.01 |
 BellKeeper | 0.01% | 0.24% | - |
 GOOG | 0.01% | 0.52% | $0.2 |
 HSY | 0.01% | 3.29% | $5.12 |
 FRT | 0% | 4.68% | $4.36 |
 COH.ASX | 0% | 1.64% | $3.75 |
 HD | 0% | 2.55% | $8.52 |
 ATO | 0% | 2.13% | $3.16 |
 CHRW | 0% | 2.71% | $2.44 |
 MQG.ASX | 0% | 3.59% | $6.4 |
 SEI.US | 0% | 2.52% | $0.47 |
 IEF | 0% | 3.6% | - |
 GM | 0% | 1.08% | $0.42 |
 FDX | 0% | 2.66% | $5.16 |
 SBUX | 0% | 2.94% | $2.24 |
 WPP.L | 0% | 7.32% | $0.39 |
 HON | 0% | 2.25% | $4.27 |
 ESS | 0% | 3.6% | $9.52 |
 SU.PA | 0% | 1.23% | $3.5 |
 RMD.ASX | 0% | 0.94% | $0.3 |
 HST | 0% | 5.86% | $0.78 |
 PG | 0% | 2.39% | $3.83 |
 BXB.ASX | 0% | 2.87% | $0.45 |
 SM | 0% | 3.39% | $0.66 |
 BAC | 0% | 2.73% | $0.96 |
 JNJ | 0% | 3.19% | $4.81 |
 DOW.ASX | 0% | 3.98% | $0.14 |
 V | 0% | 0.67% | $2.01 |
 SPGI | 0% | 0.8% | $3.62 |
 DHL.DE | 0% | 5.15% | $1.85 |
 DD | 0% | 2.58% | $1.48 |
 ZBH | 0% | 0.98% | $0.96 |
 PPG | 0% | 2.72% | $2.6 |
 NDSN | 0% | 1.67% | $2.72 |
 CLX | 0% | 3.49% | $4.8 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 STLA.US | 0% | 7.47% | $1.71 |
 ORCL | 0% | 1.32% | $1.6 |
 BF-B | 0% | 2.63% | $0.86 |
 PNR | 0% | 1.19% | $0.91 |
 NUE | 0% | 1.97% | $2.13 |
 TRV | 0% | 1.66% | $4.05 |
 LOW | 0% | 2.1% | $4.45 |
 CAT | 0% | 1.92% | $5.31 |
 BKR | 0% | 2.21% | $0.82 |
 ADI | 0% | 2.13% | $3.56 |
 ABT | 0% | 1.74% | $2.16 |
 ANTO.L | 0% | 1.53% | $0.29 |
 META | 0% | 0.4% | $1 |
 CHD | 0% | 1.09% | $1.11 |
 CLNX.MC | 0% | 0.18% | $0.06 |
 KLG | 0% | 3.3% | $0.48 |
 ROP | 0% | 0.57% | $2.93 |
 SVITZR.CO | 0% | 2.91% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CAT | Ex-Dividend | Apr 21, 2025 | $1.41 |
PG | Ex-Dividend | Apr 21, 2025 | $1.06 |
 BK (BitcoinWorldWide) | Ex-Dividend | Apr 21, 2025 | $0.47 |
CVS | Ex-Dividend | Apr 22, 2025 | $0.66 |
ROP | Pay Day | Apr 22, 2025 | $0.82 |
CSCO | Pay Day | Apr 23, 2025 | $0.41 |
ORCL | Pay Day | Apr 23, 2025 | $0.50 |
LOW | Ex-Dividend | Apr 23, 2025 | $1.15 |
CLX | Ex-Dividend | Apr 23, 2025 | $1.22 |
SYY | Pay Day | Apr 25, 2025 | $0.51 |
AMT | Pay Day | Apr 28, 2025 | $1.70 |
STZ | Ex-Dividend | Apr 29, 2025 | $1.02 |
JPM | Pay Day | Apr 30, 2025 | $1.40 |
MO | Pay Day | Apr 30, 2025 | $1.02 |
EIX | Pay Day | Apr 30, 2025 | $0.83 |
TXN | Ex-Dividend | Apr 30, 2025 | $1.36 |
BOQ.ASX | Ex-Dividend | Apr 30, 2025 | $0.11 |
ZBH | Pay Day | Apr 30, 2025 | $0.24 |
VZ | Pay Day | May 1, 2025 | $0.68 |
CVS | Pay Day | May 1, 2025 | $0.66 |
BMY | Pay Day | May 1, 2025 | $0.62 |
O | Ex-Dividend | May 1, 2025 | $0.27 |
 AON (BitcoinWorldWide) | Ex-Dividend | May 1, 2025 | $0.74 |
PNR | Pay Day | May 2, 2025 | $0.25 |
BK (BitcoinWorldWide) | Pay Day | May 2, 2025 | $0.47 |
C | Ex-Dividend | May 5, 2025 | $0.56 |
SM | Pay Day | May 5, 2025 | $0.20 |
LOW | Pay Day | May 7, 2025 | $1.15 |
BUD | Ex-Dividend | May 7, 2025 | $0.79 |
CLX | Pay Day | May 9, 2025 | $1.22 |
 AXP (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.82 |
 MA (BitcoinWorldWide) | Pay Day | May 9, 2025 | $0.76 |
NUE | Pay Day | May 12, 2025 | $0.55 |
PPG | Ex-Dividend | May 12, 2025 | $0.68 |
APD | Pay Day | May 12, 2025 | $1.79 |
ANTO.L | Pay Day | May 12, 2025 | $0.24 |
TXN | Pay Day | May 13, 2025 | $1.36 |
TGT | Ex-Dividend | May 14, 2025 | $1.12 |
WEC | Ex-Dividend | May 14, 2025 | $0.89 |
MSFT | Ex-Dividend | May 15, 2025 | $0.83 |
PG | Pay Day | May 15, 2025 | $1.06 |
STZ | Pay Day | May 15, 2025 | $1.02 |
ABT | Pay Day | May 15, 2025 | $0.59 |
HRL | Pay Day | May 15, 2025 | $0.29 |
O | Pay Day | May 15, 2025 | $0.27 |
 MMC (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.82 |
AON (BitcoinWorldWide) | Pay Day | May 15, 2025 | $0.74 |
SBUX | Ex-Dividend | May 16, 2025 | $0.61 |
WHR | Ex-Dividend | May 16, 2025 | $1.75 |
 AMGN (BellKeeper) | Ex-Dividend | May 16, 2025 | $2.38 |
 NEXI.MI | Ex-Dividend | May 19, 2025 | $0.26 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 19, 2025 | $1.58 |
 AMP.MI (BellKeeper) | Ex-Dividend | May 19, 2025 | $0.29 |
CAT | Pay Day | May 20, 2025 | $1.41 |
NEXI.MI | Pay Day | May 21, 2025 | $0.26 |
AMP.MI (BellKeeper) | Pay Day | May 21, 2025 | $0.29 |
C | Pay Day | May 23, 2025 | $0.56 |
BOQ.ASX | Pay Day | May 23, 2025 | $0.11 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
SBUX | Pay Day | May 30, 2025 | $0.61 |
CA.PA | Ex-Dividend | May 30, 2025 | $0.96 |
TSN | Ex-Dividend | May 30, 2025 | $0.50 |
 GS (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $3.00 |
 IBKR (BitcoinWorldWide) | Ex-Dividend | May 30, 2025 | $0.32 |
 LYG (BitcoinWorldWide) | Pay Day | May 30, 2025 | $0.10 |
TGT | Pay Day | Jun 1, 2025 | $1.12 |
WEC | Pay Day | Jun 1, 2025 | $0.89 |
CA.PA | Pay Day | Jun 3, 2025 | $0.96 |
WPP.L | Ex-Dividend | Jun 5, 2025 | $0.50 |
BUD | Pay Day | Jun 6, 2025 | $0.79 |
AMGN (BellKeeper) | Pay Day | Jun 6, 2025 | $2.38 |
IEF | Pay Day | Jun 7, 2025 | $0.28 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
TRV | Ex-Dividend | Jun 10, 2025 | $1.10 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
PPG | Pay Day | Jun 12, 2025 | $0.68 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.68 |
TSN | Pay Day | Jun 13, 2025 | $0.50 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
IBKR (BitcoinWorldWide) | Pay Day | Jun 13, 2025 | $0.32 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
EWJ | Pay Day | Jun 17, 2025 | $0.51 |
GS (BitcoinWorldWide) | Pay Day | Jun 27, 2025 | $3.00 |
TRV | Pay Day | Jun 30, 2025 | $1.10 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
WPP.L | Pay Day | Jul 4, 2025 | $0.50 |
TSM (BitcoinWorldWide) | Pay Day | Jul 10, 2025 | $0.68 |
Performance Metrics
Score 3.3/10
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-1.6
-1.6
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Beta
1.02
1.02
0
0.8
1.2
0
2
Sharpe Ratio
0.16
0.16
0
0.5
1
1.5
1.5
Sortino Ratio
0.27
0.27
0
1
2
3
3
Jensen's Alpha
-1.6
-1.6
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.06
High:
RHC.ASX
937.92RHC.ASXLow:
CLNX.MC
-875.94CLNX.MCDetails
PEG Ratio
208.93
High:
PNR
16,528.1PNRLow:CLNX.MC
-967.62CLNX.MCDetails
Price/Book
4.62
High:
LAC
950.35LACLow:
CLX
-419.85CLXDetails
Price/Sales
3.35
High:
V
17.78VLow:LAC
-LACDetails
Price/CF
16.79
High:
ROKU
90.58ROKULow:
VOD
1.64VODDetails
Price/FCF
44.26
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
2.7VODDetails
P/E Ratio
26.06
High:RHC.ASX
937.92RHC.ASXLow:CLNX.MC
-875.94CLNX.MCDetails
PEG Ratio
208.93
High:PNR
16,528.1PNRLow:CLNX.MC
-967.62CLNX.MCDetails
Price/Book
4.62
High:LAC
950.35LACLow:CLX
-419.85CLXDetails
Price/Sales
3.35
High:V
17.78VLow:LAC
-LACDetails
Price/CF
16.79
High:ROKU
90.58ROKULow:VOD
1.64VODDetails
Price/FCF
44.26
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.65% | Jan 2018 | - | 88 |
-1.29% | Sep 2017 | Oct 2017 | 1 |