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+1.1%
This Month
+8.64%
Year To Date
+34.25%
2 Years
+85.73%
5 Years
-7.33%
10 Years
-0.94%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance11.37%
- 👥 Copy Trading10.98%
- 🧬 Health Technology10.33%
- 🍞 Consumer Non Durables9.15%
- 🧪 Process Industries8.82%
- 🖥️ Technology Services6.33%
- 💻 Electronic Technology5.69%
- 🛍️ Retail Trade5.68%
- ⛏️ Energy Minerals5.13%
- ⚡ Utilities4.93%
- 🚚 Transportation4.22%
- 📡 Communications3.07%
- 🛠️ Producer Manufacturing3%
- 💇♀️ Consumer Services2.8%
- 💼 Commercial Services1.98%
- 📊 ETFs1.89%
- 📦 Distribution Services1.2%
- 🪨 Non Energy Minerals1.1%
- 🏥 Health Services1.07%
- 🚗 Consumer Durables0.67%
- 💵 Cash0.4%
- 🏭 Industrial Services0.24%
- 🪙 Cryptocurrencies0.01%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE52.09%
- 🇺🇸 Nasdaq22.43%
- 🇦🇺 Sydney16.62%
- 🇫🇷 Euronext Paris1.41%
- 🌍 Digital Currency1.29%
- 🇬🇧 LSE0.6%
- 🇮🇹 Borsa Italiana0.29%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇳🇱 Euronext Amsterdam0.06%
- 🇩🇪 FRA0.03%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States67.49%
- 🇦🇺 Australia16.03%
- 🇬🇧 United Kingdom2.49%
- 🇫🇷 France1.41%
- 🇨🇭 Switzerland0.83%
- 🇧🇪 Belgium0.76%
- 🇨🇳 China0.61%
- 🇩🇪 Germany0.47%
- 🇨🇦 Canada0.39%
- 🇮🇪 Ireland0.37%
- 🇳🇱 Netherlands0.32%
- 🇪🇸 Spain0.27%
- 🇸🇬 Singapore0.17%
- 🇳🇿 New Zealand0.17%
- 🇹🇼 Taiwan0.1%
- 🇮🇹 Italy0.05%
- 🇳🇴 Norway0.02%
Dividends
Dividend Yield
2.79%
133 out of 167 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $SPK.ASX (12.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.2% | 7% | $1.66 |
 UPS.RTH. | 0.13% | 7.53% | $6.5 |
 WDS.ASX | 0.13% | 7.52% | $2.16 |
 EIX | 0.13% | 5.79% | $3.04 |
 BMY | 0.12% | 5.68% | $2.34 |
 ADM | 0.08% | 3.22% | $1.9 |
 TGT.RTH. | 0.08% | 4.95% | $4.42 |
 AMT | 0.08% | 3.5% | $6.56 |
 VOD | 0.08% | 4.06% | $0.94 |
 TSN | 0.06% | 3.82% | $1.96 |
 EDV.ASX | 0.06% | 6.96% | $0.22 |
 CVX | 0.05% | 4.4% | $6.28 |
 AZJ.ASX | 0.05% | 4.59% | $0.18 |
 CSL.ASX | 0.05% | 2.08% | $3.81 |
 CLX | 0.05% | 4.11% | $4.8 |
 APD | 0.05% | 2.83% | $7.04 |
 SAN.PA | 0.04% | 4.53% | $3.76 |
 VZ | 0.04% | 6.75% | $2.66 |
 PEP | 0.04% | 3.62% | $5.15 |
 BitcoinWorldWide | 0.04% | 0.53% | - |
 ALB | 0.04% | 1.71% | $1.6 |
 BHP.ASX | 0.03% | 3.98% | $2.35 |
 NKE | 0.03% | 2.36% | $1.45 |
 NEE | 0.03% | 2.62% | $1.97 |
 OXY | 0.03% | 2.3% | $0.8 |
 POR | 0.03% | 4.56% | $1.93 |
 TXN.RTH. | 0.03% | 3.05% | $5.14 |
 CHC.ASX | 0.03% | 2.09% | $0.44 |
 AMC.ASX | 0.03% | 6.34% | $0.77 |
 CVS | 0.03% | 3.23% | $2.54 |
 KO | 0.03% | 2.99% | $1.89 |
 GPC | 0.03% | 3.1% | $3.9 |
 O | 0.03% | 5.31% | $3.09 |
 MCD | 0.02% | 2.3% | $6.53 |
 BOQ.ASX | 0.02% | 4.88% | $0.38 |
 TROW | 0.02% | 4.85% | $4.92 |
 WBC.ASX | 0.02% | 3.89% | $1.47 |
 WY | 0.02% | 3.57% | $0.78 |
 BG | 0.02% | 2.89% | $2.7 |
 SPK.ASX | 0.02% | 12.61% | $0.29 |
 ASX.ASX | 0.02% | 3.85% | $2.13 |
 CA.PA | 0.02% | 6.88% | $0.87 |
 APA.ASX | 0.02% | 6.3% | $0.56 |
 AMCR | 0.02% | 6.28% | $0.5 |
 VICI | 0.02% | 5.61% | $1.66 |
 MSFT | 0.02% | 0.66% | $3 |
 WFC | 0.02% | 1.93% | $1.4 |
 CF | 0.02% | 2.39% | $1.8 |
 STLAM.MI | 0.02% | 7.45% | $1.55 |
 AUB.ASX | 0.02% | 2.86% | $0.67 |
 KHC.RTH. | 0.02% | 6.22% | $1.6 |
 ANN.ASX | 0.02% | 2.27% | $0.66 |
 ANZ.ASX | 0.02% | 4.52% | $1.77 |
 MMM | 0.01% | 1.87% | $5.21 |
 UNP | 0.01% | 2.37% | $5.2 |
 HRL | 0.01% | 4.87% | $1.12 |
 DXS.ASX | 0.01% | 4.95% | $0.5 |
 COP | 0.01% | 3.6% | $3.25 |
 STZ.RTH. | 0.01% | 2.88% | $3.68 |
 WEC | 0.01% | 3.04% | $3.23 |
 CI | 0.01% | 1.94% | $5.26 |
 TPG.ASX | 0.01% | 3.4% | $0.18 |
 STO.ASX | 0.01% | 5.81% | $0.4 |
 STX.US | 0.01% | 1.34% | $2.8 |
 CSCO | 0.01% | 2.32% | $1.58 |
 IEL.ASX | 0.01% | 2.22% | $0.45 |
 YUMC | 0.01% | 1.97% | $0.58 |
 NHF.ASX | 0.01% | 4.01% | $0.3 |
 BUD | 0.01% | 1.36% | $0.65 |
 SYY | 0.01% | 2.63% | $2.01 |
 HSY | 0.01% | 2.95% | $5.12 |
 CPU.ASX | 0.01% | 2.51% | $0.8 |
 JPM | 0.01% | 1.83% | $4.4 |
 INTC | 0.01% | 0.33% | $0.5 |
 TAH.ASX | 0.01% | 1.92% | $0.02 |
 GPN | 0.01% | 1.15% | $1 |
 MO | 0.01% | 6.39% | $3.92 |
 GILD | 0.01% | 2.54% | $3.04 |
 K | 0.01% | 2.76% | $2.28 |
 HST | 0.01% | 3.67% | $0.78 |
 MDT.US | 0.01% | 2.95% | $2.77 |
 RHC.ASX | 0.01% | 2.55% | $0.65 |
 ENB | 0.01% | 5.8% | $2.66 |
 OVV | 0.01% | 3.3% | $1.2 |
 BWA | 0.01% | 1.16% | $0.44 |
 C | 0.01% | 2.34% | $2.12 |
 LUV | 0.01% | 2.1% | $0.72 |
 KMB | 0.01% | 4.14% | $4.8 |
 RTO.US | 0.01% | 2.08% | $0.48 |
 WHR | 0.01% | 8.48% | $7 |
 ADP | 0.01% | 2.18% | $5.45 |
 GOOG | 0% | 0.32% | $0.2 |
 SU.PA | 0% | 1.57% | $3.5 |
 FRT | 0% | 4.48% | $4.36 |
 NDSN | 0% | 1.34% | $2.72 |
 COH.ASX | 0% | 1.5% | $3.75 |
 NUE | 0% | 1.63% | $2.13 |
 ATO | 0% | 1.96% | $3.16 |
 HD | 0% | 2.36% | $8.52 |
 MQG.ASX | 0% | 2.87% | $6.4 |
 CHRW | 0% | 1.95% | $2.44 |
 GM | 0% | 0.93% | $0.42 |
 SEI.US | 0% | 0.94% | $0.47 |
 FDX | 0% | 2.36% | $5.16 |
 SBUX.RTH. | 0% | 2.9% | $2.24 |
 RMD.ASX | 0% | 0.82% | $0.3 |
 NEXI.MI | 0% | 5.47% | - |
 ESS | 0% | 3.89% | $9.52 |
 BXB.ASX | 0% | 2.48% | $0.45 |
 PG | 0% | 2.76% | $3.83 |
 SM | 0% | 3.77% | $0.66 |
 WPP.L | 0% | 9.17% | $0.39 |
 BAC | 0% | 2.04% | $0.96 |
 HON.RTH. | 0% | 2.23% | $4.27 |
 JNJ | 0% | 2.65% | $4.81 |
 DOW.ASX | 0% | 3.26% | $0.14 |
 V | 0% | 0.69% | $2.01 |
 SPGI | 0% | 0.81% | $3.62 |
 DD | 0% | 2.01% | $1.48 |
 DHL.DE | 0% | 4.65% | $1.85 |
 PPG | 0% | 2.72% | $2.6 |
 ZBH | 0% | 0.93% | $0.96 |
 STLA.US | 0% | 7.49% | $1.71 |
 BF-B | 0% | 3.13% | $0.86 |
 PNR | 0% | 0.91% | $0.91 |
 CAT | 0% | 1.1% | $5.31 |
 LOW | 0% | 1.94% | $4.45 |
 BKR | 0% | 1.96% | $0.82 |
 ADI | 0% | 1.58% | $3.56 |
 ABT | 0% | 1.83% | $2.16 |
 META | 0% | 0.35% | $1 |
 CHD | 0% | 1.33% | $1.11 |
 CLNX.MC | 0% | 0.21% | $0.06 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CSCO | Pay Day | Oct 22, 2025 | $0.41 |
LOW | Ex-Dividend | Oct 22, 2025 | $1.20 |
CLX | Ex-Dividend | Oct 22, 2025 | $1.24 |
CVS | Ex-Dividend | Oct 23, 2025 | $0.66 |
PG | Ex-Dividend | Oct 24, 2025 | $1.06 |
SYY | Pay Day | Oct 24, 2025 | $0.54 |
PNR | Ex-Dividend | Oct 24, 2025 | $0.25 |
BOQ.ASX | Ex-Dividend | Oct 29, 2025 | $0.13 |
STZ.RTH. | Ex-Dividend | Oct 30, 2025 | $1.02 |
JPM | Pay Day | Oct 31, 2025 | $1.50 |
EIX | Pay Day | Oct 31, 2025 | $0.83 |
TXN.RTH. | Ex-Dividend | Oct 31, 2025 | $1.42 |
ZBH | Pay Day | Oct 31, 2025 | $0.24 |
O | Ex-Dividend | Oct 31, 2025 | $0.27 |
VZ | Pay Day | Nov 3, 2025 | $0.69 |
C | Ex-Dividend | Nov 3, 2025 | $0.60 |
CVS | Pay Day | Nov 3, 2025 | $0.66 |
BMY | Pay Day | Nov 3, 2025 | $0.62 |
WPP.L | Pay Day | Nov 3, 2025 | $0.10 |
SM | Pay Day | Nov 3, 2025 | $0.20 |
 AON (BitcoinWorldWide) | Ex-Dividend | Nov 3, 2025 | $0.74 |
LOW | Pay Day | Nov 5, 2025 | $1.20 |
 BBVA.MC (BitcoinWorldWide) | Ex-Dividend | Nov 5, 2025 | $0.38 |
CLX | Pay Day | Nov 6, 2025 | $1.24 |
PFE | Ex-Dividend | Nov 7, 2025 | $0.43 |
PNR | Pay Day | Nov 7, 2025 | $0.25 |
 MA (BitcoinWorldWide) | Pay Day | Nov 7, 2025 | $0.76 |
BBVA.MC (BitcoinWorldWide) | Pay Day | Nov 7, 2025 | $0.38 |
NUE | Pay Day | Nov 10, 2025 | $0.55 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
 AXP (BitcoinWorldWide) | Pay Day | Nov 10, 2025 | $0.82 |
TGT.RTH. | Ex-Dividend | Nov 12, 2025 | $1.14 |
TXN.RTH. | Pay Day | Nov 12, 2025 | $1.42 |
STZ.RTH. | Pay Day | Nov 13, 2025 | $1.02 |
SBUX.RTH. | Ex-Dividend | Nov 14, 2025 | $0.62 |
HON.RTH. | Ex-Dividend | Nov 14, 2025 | $1.19 |
CF | Ex-Dividend | Nov 14, 2025 | $0.50 |
ENB | Ex-Dividend | Nov 14, 2025 | $0.68 |
O | Pay Day | Nov 14, 2025 | $0.27 |
 MMC (BitcoinWorldWide) | Pay Day | Nov 14, 2025 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | Nov 14, 2025 | $0.74 |
PG | Pay Day | Nov 17, 2025 | $1.06 |
ABT | Pay Day | Nov 17, 2025 | $0.59 |
HRL | Pay Day | Nov 17, 2025 | $0.29 |
BG | Ex-Dividend | Nov 17, 2025 | $0.70 |
MSFT | Ex-Dividend | Nov 20, 2025 | $0.91 |
CAT | Pay Day | Nov 20, 2025 | $1.51 |
BOQ.ASX | Pay Day | Nov 21, 2025 | $0.13 |
JNJ | Ex-Dividend | Nov 25, 2025 | $1.30 |
SPGI | Ex-Dividend | Nov 25, 2025 | $0.96 |
C | Pay Day | Nov 26, 2025 | $0.60 |
SBUX.RTH. | Pay Day | Nov 28, 2025 | $0.62 |
CF | Pay Day | Nov 28, 2025 | $0.50 |
PFE | Pay Day | Dec 1, 2025 | $0.43 |
TGT.RTH. | Pay Day | Dec 1, 2025 | $1.14 |
TSN | Ex-Dividend | Dec 1, 2025 | $0.50 |
ENB | Pay Day | Dec 1, 2025 | $0.68 |
BG | Pay Day | Dec 1, 2025 | $0.70 |
 GS (BitcoinWorldWide) | Ex-Dividend | Dec 2, 2025 | $4.00 |
HON.RTH. | Pay Day | Dec 5, 2025 | $1.19 |
JNJ | Pay Day | Dec 9, 2025 | $1.30 |
SPGI | Pay Day | Dec 10, 2025 | $0.96 |
MSFT | Pay Day | Dec 11, 2025 | $0.91 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Dec 11, 2025 | $0.84 |
TSN | Pay Day | Dec 15, 2025 | $0.50 |
GS (BitcoinWorldWide) | Pay Day | Dec 30, 2025 | $4.00 |
TSM (BitcoinWorldWide) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 3.2/10
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.55
-2.55
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Beta
1.01
1.01
0
0.8
1.2
0
2
Sharpe Ratio
0.17
0.17
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-2.55
-2.55
-3
0
2
4.5
4.5
Omega Ratio
0.95
0.95
0
1
1.5
2.5
2.5
Treynor Ratio
0.73
0.73
0
0.75
1.25
2
2
Information Ratio
-0.05
-0.05
-1
0.3
0.6
1
1
Calmar Ratio
-0.01
-0.01
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.88
High:
RHC.ASX
1,130.22RHC.ASXLow:
MP1.ASX
-8,044.44MP1.ASXDetails
PEG Ratio
153.53
High:
HON.RTH.
10,830.99HON.RTH.Low:
ROKU
-253.08ROKUDetails
Price/Book
5.56
High:
RHLD
70.82RHLDLow:
STX.US
-105.82STX.USDetails
Price/Sales
4.31
High:
V
17.22VLow:RHLD
-RHLDDetails
Price/CF
17.65
High:
KO
233.26KOLow:
SM
1.36SMDetails
Price/FCF
51.58
High:
CLNX.MC
6,956.36CLNX.MCLow:
VOD
2.89VODDetails
P/E Ratio
31.88
High:RHC.ASX
1,130.22RHC.ASXLow:MP1.ASX
-8,044.44MP1.ASXDetails
PEG Ratio
153.53
High:HON.RTH.
10,830.99HON.RTH.Low:ROKU
-253.08ROKUDetails
Price/Book
5.56
High:RHLD
70.82RHLDLow:STX.US
-105.82STX.USDetails
Price/Sales
4.31
High:V
17.22VLow:RHLD
-RHLDDetails
Price/CF
17.65
High:KO
233.26KOLow:SM
1.36SMDetails
Price/FCF
51.58
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
2.89VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.65% | Jan 2018 | - | 94 |
-1.29% | Sep 2017 | Oct 2017 | 1 |