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-2.24%
This Month
+11.73%
Year To Date
+29.44%
2 Years
+46.41%
5 Years
+5.33%
10 Years
+0.6%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance10.78%
- 🧪 Process Industries10.46%
- 🧬 Health Technology9.81%
- 🍞 Consumer Non Durables8.04%
- 💻 Electronic Technology7.43%
- 👥 Copy Trading6.96%
- ⛏️ Energy Minerals5.83%
- 🖥️ Technology Services5.7%
- 🛍️ Retail Trade5.27%
- 📊 ETFs5.16%
- ⚡ Utilities4.64%
- 🚚 Transportation4.55%
- 📡 Communications3.48%
- 🛠️ Producer Manufacturing1.92%
- 💇♀️ Consumer Services1.58%
- 🪨 Non Energy Minerals1.56%
- 💼 Commercial Services1.53%
- 📦 Distribution Services1.43%
- 💵 Cash0.92%
- 🏥 Health Services0.9%
- 🪙 Cryptocurrencies0.83%
- 🧩 Miscellaneous0.76%
- 🏭 Industrial Services0.43%
- 🚗 Consumer Durables0.18%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE55.36%
- 🇺🇸 Nasdaq24.02%
- 🇦🇺 Sydney13.16%
- 🌍 Digital Currency1.61%
- 🇬🇧 LSE1.26%
- 🇺🇸 Chicago Board Options Exchange1.21%
- 🇫🇷 Euronext Paris1.19%
- 🇩🇪 Xetra ETFs0.83%
- 🇮🇹 Borsa Italiana0.18%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇳🇱 Euronext Amsterdam0.06%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇭🇰 Hong Kong Exchanges0%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States70.91%
- 🇦🇺 Australia12.62%
- 🇬🇧 United Kingdom2.46%
- 🇫🇷 France1.19%
- 🇨🇭 Switzerland0.76%
- 🇨🇳 China0.5%
- 🇮🇪 Ireland0.4%
- 🇨🇦 Canada0.36%
- 🇩🇪 Germany0.31%
- 🇳🇱 Netherlands0.21%
- 🇪🇸 Spain0.17%
- 🇸🇬 Singapore0.12%
- 🇳🇿 New Zealand0.09%
- 🇹🇼 Taiwan0.09%
- 🇮🇹 Italy0.03%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
2.74%
115 out of 146 instruments pay dividend.
55 dividend payments in the next 30 days.
Highest Dividend: $SPK.ASX (12.93%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.24% | 6.69% | $1.66 |
 UPS | 0.14% | 6.09% | $6.5 |
 WDS.ASX | 0.12% | 5.37% | $2.16 |
 EIX | 0.11% | 4.84% | $3.04 |
 BMY | 0.1% | 4.47% | $2.34 |
 AMT | 0.08% | 3.62% | $6.56 |
 VZ | 0.07% | 6.14% | $2.66 |
 VOD | 0.07% | 3.37% | $0.94 |
 CSL.ASX | 0.07% | 4.37% | $3.81 |
 ADM | 0.07% | 2.48% | $1.9 |
 TGT | 0.07% | 3.68% | $4.42 |
 CLX | 0.06% | 5.6% | $4.8 |
 TSN | 0.06% | 3.61% | $1.96 |
 AZJ.ASX | 0.05% | 4.42% | $0.18 |
 GPC | 0.05% | 4.31% | $3.9 |
 TROW | 0.05% | 4.85% | $4.92 |
 NKE | 0.05% | 3.76% | $1.45 |
 PEP | 0.05% | 4.08% | $5.15 |
 CVX.US | 0.05% | 3.7% | $6.28 |
 APD | 0.04% | 2.55% | $7.04 |
 BHP.ASX | 0.04% | 3.19% | $2.35 |
 BitcoinWorldWide | 0.03% | 0.61% | - |
 SAN.PA | 0.03% | 5.31% | $3.76 |
 EDV.ASX | 0.03% | 5.78% | $0.22 |
 O | 0.03% | 5.41% | $3.09 |
 NEE | 0.03% | 2.79% | $1.97 |
 AMCR | 0.03% | 6.93% | $0.5 |
 VICI | 0.03% | 6.54% | $1.66 |
 KHC | 0.03% | 7.21% | $1.6 |
 TXN | 0.03% | 1.9% | $5.14 |
 POR | 0.03% | 4.28% | $1.93 |
 CHC.ASX | 0.03% | 2.42% | $0.44 |
 ALB | 0.03% | 0.99% | $1.6 |
 KO | 0.02% | 2.7% | $1.89 |
 AMC.ASX | 0.02% | 7.22% | $0.77 |
 WY | 0.02% | 3.44% | $0.78 |
 CF | 0.02% | 1.79% | $1.8 |
 CVS | 0.02% | 2.8% | $2.54 |
 MCD | 0.02% | 2.68% | $6.53 |
 BOQ.ASX | 0.02% | 6.63% | $0.38 |
 WBC.ASX | 0.02% | 4.43% | $1.47 |
 MSFT | 0.02% | 0.83% | $3 |
 ARCC | 0.02% | 10.16% | $1.62 |
 CA.PA | 0.02% | 5.95% | $0.87 |
 AUB.ASX | 0.02% | 3.65% | $0.67 |
 BG | 0.02% | 2.24% | $2.7 |
 ASX.ASX | 0.02% | 4.48% | $2.13 |
 UNP | 0.02% | 2.11% | $5.2 |
 OXY | 0.02% | 1.7% | $0.8 |
 WFC | 0.02% | 2.22% | $1.4 |
 STZ | 0.02% | 2.97% | $3.68 |
 APA.ASX | 0.02% | 5.55% | $0.56 |
 ENB | 0.02% | 4.83% | $2.66 |
 ANN.ASX | 0.02% | 2.91% | $0.66 |
 ANZ.ASX | 0.01% | 4.87% | $1.77 |
 KMB | 0.01% | 5.43% | $4.8 |
 MMM | 0.01% | 1.97% | $5.21 |
 YUMC | 0.01% | 2.47% | $0.58 |
 OVV | 0.01% | 2.02% | $1.2 |
 SPK.ASX | 0.01% | 12.93% | $0.29 |
 COP | 0.01% | 2.76% | $3.25 |
 HRL | 0.01% | 5.04% | $1.12 |
 WEC | 0.01% | 3.4% | $3.23 |
 MDT.US | 0.01% | 3.48% | $2.77 |
 CI | 0.01% | 2.19% | $5.26 |
 DXS.ASX | 0.01% | 6.84% | $0.5 |
 CPU.ASX | 0.01% | 2.95% | $0.8 |
 ADP | 0.01% | 2.91% | $5.45 |
 CSCO | 0.01% | 1.29% | $1.58 |
 ESS | 0.01% | 3.66% | $9.52 |
 NHF.ASX | 0.01% | 4.41% | $0.3 |
 TPG.ASX | 0.01% | 4.97% | $0.18 |
 HST | 0.01% | 3.3% | $0.78 |
 HSY | 0.01% | 3.17% | $5.12 |
 SYY | 0.01% | 2.97% | $2.01 |
 SM | 0.01% | 2.47% | $0.66 |
 JPM | 0.01% | 1.93% | $4.4 |
 GPN | 0.01% | 1.51% | $1 |
 MO | 0.01% | 6% | $3.92 |
 RHC.ASX | 0.01% | 2.26% | $0.65 |
 IEL.ASX | 0.01% | 4.02% | $0.45 |
 II-ETF-Portfolio | 0.01% | 0.46% | - |
 BF-B | 0.01% | 3.62% | $0.86 |
 C | 0.01% | 1.77% | $2.12 |
 RTO.US | 0% | 1.87% | $0.48 |
 GILD | 0% | 2.49% | $3.04 |
 SU.PA | 0% | 1.52% | $3.5 |
 DD | 0% | 2.13% | $1.48 |
 GOOG | 0% | 0.23% | $0.2 |
 WHR | 0% | 11.13% | $7 |
 FRT | 0% | 3.78% | $4.36 |
 ATO | 0% | 2.32% | $3.16 |
 NDSN | 0% | 1.15% | $2.72 |
 NUE | 0% | 0.87% | $2.13 |
 HD | 0% | 3% | $8.52 |
 NEXI.MI | 0% | 8.98% | - |
 COH.ASX | 0% | 4.3% | $3.75 |
 CHRW | 0% | 1.38% | $2.44 |
 SPGI | 0% | 0.92% | $3.62 |
 SBUX | 0% | 2.62% | $2.24 |
 RMD.ASX | 0% | 1.27% | $0.3 |
 WTC.ASX | 0% | 0.53% | $0.16 |
 PG | 0% | 3.02% | $3.83 |
 RMD | 0% | 1.24% | $1.92 |
 BAC | 0% | 2.11% | $0.96 |
 JNJ | 0% | 2.29% | $4.81 |
 PPG | 0% | 2.56% | $2.6 |
 ZBH | 0% | 1.13% | $0.96 |
 CLNX.MC | 0% | 1.09% | $0.06 |
 WPP.L | 0% | 5.5% | $0.39 |
 PNR | 0% | 1.47% | $0.91 |
 ABT.US | 0% | 2.67% | $2.16 |
 META | 0% | 0.34% | $1 |
 IMEU.L | 0% | 0.03% | - |
 Q | 0% | -0.14% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 8, 2026 | $0.22 |
ATO | Pay Day | Jun 8, 2026 | $1.00 |
SM | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
 CME (BitcoinWorldWide) | Ex-Dividend | Jun 9, 2026 | $1.30 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
SPGI | Pay Day | Jun 10, 2026 | $0.97 |
OXY | Ex-Dividend | Jun 10, 2026 | $0.26 |
ADM | Pay Day | Jun 10, 2026 | $0.52 |
SPGI (BitcoinWorldWide) | Pay Day | Jun 10, 2026 | $0.97 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 FIS.US (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.44 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.95 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
ALB | Ex-Dividend | Jun 12, 2026 | $0.41 |
PPG | Pay Day | Jun 12, 2026 | $0.71 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
AMT | Ex-Dividend | Jun 12, 2026 | $1.79 |
GPN | Ex-Dividend | Jun 12, 2026 | $0.25 |
 IBKR (BitcoinWorldWide) | Pay Day | Jun 12, 2026 | $0.09 |
GOOG | Pay Day | Jun 15, 2026 | $0.22 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
GILD | Ex-Dividend | Jun 15, 2026 | $0.82 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
MO | Ex-Dividend | Jun 15, 2026 | $1.06 |
NEE | Pay Day | Jun 15, 2026 | $0.62 |
TROW | Ex-Dividend | Jun 15, 2026 | $1.30 |
HSY | Pay Day | Jun 15, 2026 | $1.45 |
O | Pay Day | Jun 15, 2026 | $0.27 |
OVV | Ex-Dividend | Jun 15, 2026 | $0.30 |
ARCC | Ex-Dividend | Jun 15, 2026 | $0.48 |
Q | Pay Day | Jun 15, 2026 | -$0.08 |
 VIRT (BitcoinWorldWide) | Pay Day | Jun 15, 2026 | $0.24 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
YUMC | Pay Day | Jun 17, 2026 | $0.29 |
AMCR | Pay Day | Jun 17, 2026 | $0.65 |
AMC.ASX | Pay Day | Jun 17, 2026 | $0.65 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Jun 17, 2026 | $1.88 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
CI | Pay Day | Jun 18, 2026 | $1.56 |
RMD | Pay Day | Jun 18, 2026 | $0.60 |
WY | Pay Day | Jun 22, 2026 | $0.21 |
SM | Pay Day | Jun 22, 2026 | $0.22 |
 BLK (BitcoinWorldWide) | Pay Day | Jun 23, 2026 | $5.73 |
META | Pay Day | Jun 25, 2026 | $0.53 |
ZBH | Ex-Dividend | Jun 25, 2026 | $0.24 |
POR | Ex-Dividend | Jun 25, 2026 | $0.55 |
 PYPL (BitcoinWorldWide) | Pay Day | Jun 25, 2026 | $0.14 |
FIS.US (BitcoinWorldWide) | Pay Day | Jun 25, 2026 | $0.44 |
CME (BitcoinWorldWide) | Pay Day | Jun 25, 2026 | $1.30 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
GPN | Pay Day | Jun 26, 2026 | $0.25 |
WBC.ASX | Pay Day | Jun 26, 2026 | $0.56 |
 NVDA (BitcoinWorldWide) | Pay Day | Jun 26, 2026 | $0.25 |
GILD | Pay Day | Jun 29, 2026 | $0.82 |
TROW | Pay Day | Jun 29, 2026 | $1.30 |
 GS (BitcoinWorldWide) | Pay Day | Jun 29, 2026 | $4.50 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
UNP | Pay Day | Jun 30, 2026 | $1.38 |
HST | Ex-Dividend | Jun 30, 2026 | $0.20 |
OVV | Pay Day | Jun 30, 2026 | $0.30 |
ESS | Ex-Dividend | Jun 30, 2026 | $2.59 |
ARCC | Pay Day | Jun 30, 2026 | $0.48 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Jun 30, 2026 | $0.96 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
ALB | Pay Day | Jul 1, 2026 | $0.41 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
APD | Ex-Dividend | Jul 1, 2026 | $1.81 |
FRT | Ex-Dividend | Jul 1, 2026 | $1.13 |
ANZ.ASX | Pay Day | Jul 1, 2026 | $0.60 |
 STT (BitcoinWorldWide) | Ex-Dividend | Jul 1, 2026 | $0.84 |
 NTRS (BitcoinWorldWide) | Pay Day | Jul 1, 2026 | $0.80 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
KMB | Pay Day | Jul 2, 2026 | $1.28 |
GPC | Pay Day | Jul 2, 2026 | $1.06 |
CHRW | Pay Day | Jul 2, 2026 | $0.63 |
WPP.L | Pay Day | Jul 3, 2026 | $0.10 |
CSCO | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
TSM (BitcoinWorldWide) | Pay Day | Jul 9, 2026 | $0.95 |
MO | Pay Day | Jul 10, 2026 | $1.06 |
HRL | Ex-Dividend | Jul 13, 2026 | $0.29 |
AMT | Pay Day | Jul 13, 2026 | $1.79 |
STT (BitcoinWorldWide) | Pay Day | Jul 13, 2026 | $0.84 |
HST | Pay Day | Jul 15, 2026 | $0.20 |
OXY | Pay Day | Jul 15, 2026 | $0.26 |
ESS | Pay Day | Jul 15, 2026 | $2.59 |
FRT | Pay Day | Jul 15, 2026 | $1.13 |
POR | Pay Day | Jul 15, 2026 | $0.55 |
WTW (BitcoinWorldWide) | Pay Day | Jul 15, 2026 | $0.96 |
CSCO | Pay Day | Jul 22, 2026 | $0.42 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
PNR | Ex-Dividend | Jul 24, 2026 | $0.27 |
VOD | Pay Day | Jul 30, 2026 | $0.28 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
ZBH | Pay Day | Jul 31, 2026 | $0.24 |
PNR | Pay Day | Aug 7, 2026 | $0.27 |
APD | Pay Day | Aug 10, 2026 | $1.81 |
HRL | Pay Day | Aug 17, 2026 | $0.29 |
BG | Ex-Dividend | Aug 18, 2026 | $0.72 |
BG | Pay Day | Sep 1, 2026 | $0.72 |
Performance Metrics
Score 3.5/10
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Beta
0.99
0.99
0
0.8
1.2
0
2
Sharpe Ratio
0.2
0.2
0
0.5
1
1.5
1.5
Sortino Ratio
0.34
0.34
0
1
2
3
3
Jensen's Alpha
-1.4
-1.4
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.83
0.83
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0.01
0.01
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.18
High:GPC
228.95GPCLow:DD
-705.93DDDetails
PEG Ratio
83.71
High:WBC.ASX
1,410.06WBC.ASXLow:DD
-1,112.28DDDetails
Price/Book
5.35
High:
RHLD
31.88RHLDLow:CLX
-161.76CLXDetails
Price/Sales
4.61
High:TXN
15.14TXNLow:
LAC
-LACDetails
Price/CF
15.2
High:
SOLV
75.9SOLVLow:VOD
2.22VODDetails
Price/FCF
51.61
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
4VODDetails
P/E Ratio
29.18
High:GPC
228.95GPCLow:DD
-705.93DDDetails
PEG Ratio
83.71
High:WBC.ASX
1,410.06WBC.ASXLow:DD
-1,112.28DDDetails
Price/Book
5.35
High:RHLD
31.88RHLDLow:CLX
-161.76CLXDetails
Price/Sales
4.61
High:TXN
15.14TXNLow:LAC
-LACDetails
Price/CF
15.2
High:SOLV
75.9SOLVLow:VOD
2.22VODDetails
Price/FCF
51.61
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
4VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.65% | Jan 2018 | - | 102 |
-1.29% | Sep 2017 | Oct 2017 | 1 |