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-0.26%
Today
+0.41%
This Month
-0.74%
Year To Date
+13%
2 Years
+80.28%
5 Years
-2.12%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading18.61%
- 💰 Finance11.37%
- 🧬 Health Technology7.4%
- 🧪 Process Industries7.01%
- 🍞 Consumer Non Durables6.77%
- 🖥️ Technology Services6.37%
- 🛍️ Retail Trade5.47%
- ⛏️ Energy Minerals5.43%
- 💻 Electronic Technology4.32%
- ⚡ Utilities4.23%
- 🚚 Transportation3.99%
- 📡 Communications2.93%
- 🛠️ Producer Manufacturing2.71%
- 💇♀️ Consumer Services2.08%
- 🏥 Health Services1.56%
- 💼 Commercial Services1.45%
- 📊 ETFs1.31%
- 📦 Distribution Services1.08%
- 🪨 Non Energy Minerals0.91%
- 💵 Cash0.75%
- 🚗 Consumer Durables0.67%
- 🏭 Industrial Services0.24%
- 🪙 Cryptocurrencies0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE43.98%
- 🇺🇸 Nasdaq20.29%
- 🇦🇺 Sydney15.78%
- 🇬🇧 LSE11.18%
- 🌍 Digital Currency1.83%
- 🇫🇷 Euronext Paris0.67%
- 🇮🇹 Borsa Italiana0.33%
- 🇩🇪 FRA0.31%
- 🇪🇸 Bolsa De Madrid0.27%
- 🇳🇱 Euronext Amsterdam0.08%
- 🇳🇴 Oslo Stock Exchange0.03%
- 🇨🇭 SIX0.02%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States57.72%
- 🇦🇺 Australia15.13%
- 🇬🇧 United Kingdom2.49%
- 🇧🇪 Belgium0.97%
- 🇩🇪 Germany0.8%
- 🇮🇱 Israel0.67%
- 🇫🇷 France0.67%
- 🇨🇳 China0.65%
- 🇨🇭 Switzerland0.4%
- 🇮🇪 Ireland0.37%
- 🇳🇱 Netherlands0.35%
- 🇪🇸 Spain0.27%
- 🇨🇦 Canada0.24%
- 🇳🇿 New Zealand0.19%
- 🇮🇹 Italy0.08%
- 🇸🇬 Singapore0.07%
- 🇹🇼 Taiwan0.07%
- 🇳🇴 Norway0.03%
Dividends
Dividend Yield
2.61%
145 out of 172 instruments pay dividend.
57 dividend payments in the next 30 days.
Highest Dividend: $SPK.ASX (13.39%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDS.ASX | 0.16% | 8.25% | $2.16 |
 PFE | 0.13% | 7.35% | $1.66 |
 UPS | 0.11% | 6.73% | $6.5 |
 EIX | 0.09% | 5.97% | $3.04 |
 ADM | 0.09% | 4.31% | $1.9 |
 VOD | 0.08% | 4.52% | $0.94 |
 BMY | 0.08% | 5.09% | $2.34 |
 AMT | 0.08% | 3.08% | $6.56 |
 WBA | 0.08% | 8.91% | $1.46 |
 CVX | 0.06% | 4.87% | $6.28 |
 AZJ.ASX | 0.06% | 5.56% | $0.18 |
 TGT | 0.05% | 4.79% | $4.42 |
 APD | 0.05% | 2.57% | $7.04 |
 EDV.ASX | 0.05% | 4.9% | $0.22 |
 TSN | 0.04% | 3.63% | $1.96 |
 BHP.ASX | 0.04% | 5.01% | $2.35 |
 INTC | 0.04% | 2.48% | $0.5 |
 BitcoinWorldWide | 0.04% | 0.81% | - |
 NEE | 0.03% | 3.05% | $1.97 |
 ALB | 0.03% | 2.74% | $1.6 |
 POR | 0.03% | 4.91% | $1.93 |
 TXN | 0.03% | 2.82% | $5.14 |
 CHC.ASX | 0.03% | 2.41% | $0.44 |
 OXY | 0.03% | 2.18% | $0.8 |
 GPC | 0.03% | 3.22% | $3.9 |
 NKE | 0.03% | 2.5% | $1.45 |
 O | 0.03% | 5.69% | $3.09 |
 BOQ.ASX | 0.03% | 4.38% | $0.38 |
 WBC.ASX | 0.03% | 4.57% | $1.47 |
 SPK.ASX | 0.03% | 13.39% | $0.29 |
 VZ | 0.02% | 6.27% | $2.66 |
 KO | 0.02% | 2.81% | $1.89 |
 CSL.ASX | 0.02% | 1.75% | $3.81 |
 APA.ASX | 0.02% | 6.78% | $0.56 |
 CVS | 0.02% | 4.23% | $2.54 |
 MSFT | 0.02% | 0.69% | $3 |
 WFC | 0.02% | 2.14% | $1.4 |
 STLAM.MI | 0.02% | 7.92% | $1.55 |
 CMP | 0.02% | 6.22% | $0.6 |
 KHC | 0.02% | 6.05% | $1.6 |
 AUB.ASX | 0.02% | 2.38% | $0.67 |
 WY | 0.02% | 3.08% | $0.78 |
 ANZ.ASX | 0.02% | 5.63% | $1.77 |
 ASX.ASX | 0.02% | 2.98% | $2.13 |
 TROW | 0.02% | 5.36% | $4.92 |
 MCD | 0.02% | 2.27% | $6.53 |
 DXS.ASX | 0.02% | 5.8% | $0.5 |
 ANN.ASX | 0.02% | 2.16% | $0.66 |
 IMEU.L | 0.02% | 2.63% | - |
 MMM | 0.02% | 1.95% | $5.21 |
 CF | 0.02% | 2.17% | $1.8 |
 HRL | 0.01% | 3.76% | $1.12 |
 COP | 0.01% | 3.63% | $3.25 |
 PEP | 0.01% | 4.21% | $5.15 |
 WEC | 0.01% | 3.29% | $3.23 |
 TPG.ASX | 0.01% | 3.5% | $0.18 |
 CA.PA | 0.01% | 7.17% | $0.87 |
 EWJ | 0.01% | 2.2% | - |
 CSCO | 0.01% | 2.51% | $1.58 |
 STX.US | 0.01% | 2.21% | $2.8 |
 STO.ASX | 0.01% | 5.44% | $0.4 |
 LUV | 0.01% | 2.21% | $0.72 |
 NHF.ASX | 0.01% | 4.04% | $0.3 |
 YUMC | 0.01% | 1.87% | $0.58 |
 BUD | 0.01% | 1.19% | $0.65 |
 VICI | 0.01% | 5.48% | $1.66 |
 BG | 0.01% | 3.77% | $2.7 |
 JPM | 0.01% | 2.02% | $4.4 |
 CPU.ASX | 0.01% | 2.14% | $0.8 |
 UNP | 0.01% | 2.44% | $5.2 |
 MO | 0.01% | 6.92% | $3.92 |
 GILD | 0.01% | 2.82% | $3.04 |
 SAN.PA | 0.01% | 4.48% | $3.76 |
 RHC.ASX | 0.01% | 2.11% | $0.65 |
 K | 0.01% | 2.78% | $2.28 |
 AMC.ASX | 0.01% | 5.64% | $0.77 |
 CI | 0.01% | 1.88% | $5.26 |
 MDT.US | 0.01% | 3.24% | $2.77 |
 AMCR | 0.01% | 5.61% | $0.5 |
 STZ | 0.01% | 2.38% | $3.68 |
 OVV | 0.01% | 3.2% | $1.2 |
 ENB | 0.01% | 5.52% | $2.66 |
 TAH.ASX | 0.01% | 1.85% | $0.02 |
 GPN | 0.01% | 1.31% | $1 |
 IEL.ASX | 0.01% | 5.13% | $0.45 |
 WHR | 0.01% | 8.6% | $7 |
 C | 0.01% | 2.91% | $2.12 |
 KMB | 0.01% | 3.66% | $4.8 |
 BWA | 0.01% | 1.37% | $0.44 |
 BellKeeper | 0.01% | 0.2% | - |
 SYY | 0.01% | 2.82% | $2.01 |
 ADP | 0.01% | 1.85% | $5.45 |
 RTO.US | 0.01% | 2.16% | $0.48 |
 GOOG | 0.01% | 0.47% | $0.2 |
 HSY | 0% | 3.38% | $5.12 |
 SU.PA | 0% | 1.72% | $3.5 |
 FRT | 0% | 4.65% | $4.36 |
 COH.ASX | 0% | 1.57% | $3.75 |
 ATO | 0% | 2.24% | $3.16 |
 HD | 0% | 2.46% | $8.52 |
 CHRW | 0% | 2.59% | $2.44 |
 MQG.ASX | 0% | 3% | $6.4 |
 SEI.US | 0% | 1.73% | $0.47 |
 GM | 0% | 1.08% | $0.42 |
 IEF | 0% | 3.61% | - |
 FDX | 0% | 2.54% | $5.16 |
 SBUX | 0% | 2.74% | $2.24 |
 WPP.L | 0% | 7.08% | $0.39 |
 HON | 0% | 1.97% | $4.27 |
 NEXI.MI | 0% | 4.72% | - |
 ESS | 0% | 3.57% | $9.52 |
 RMD.ASX | 0% | 0.84% | $0.3 |
 BXB.ASX | 0% | 2.55% | $0.45 |
 HST | 0% | 5.19% | $0.78 |
 PG | 0% | 2.51% | $3.83 |
 SM | 0% | 3.23% | $0.66 |
 BAC | 0% | 2.34% | $0.96 |
 JNJ | 0% | 3.28% | $4.81 |
 DOW.ASX | 0% | 3.57% | $0.14 |
 V | 0% | 0.62% | $2.01 |
 SPGI | 0% | 0.73% | $3.62 |
 DD | 0% | 2.33% | $1.48 |
 DHL.DE | 0% | 4.59% | $1.85 |
 ZBH | 0% | 1.04% | $0.96 |
 PPG | 0% | 2.44% | $2.6 |
 NDSN | 0% | 1.41% | $2.72 |
 CLX | 0% | 3.83% | $4.8 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 STLA.US | 0% | 7.2% | $1.71 |
 ORCL | 0% | 1% | $1.6 |
 BF-B | 0% | 3.27% | $0.86 |
 PNR | 0% | 0.98% | $0.91 |
 NUE | 0% | 1.83% | $2.13 |
 TRV | 0% | 1.57% | $4.05 |
 LOW | 0% | 2.04% | $4.45 |
 CAT | 0% | 1.61% | $5.31 |
 BKR | 0% | 2.36% | $0.82 |
 ADI | 0% | 1.74% | $3.56 |
 ABT | 0% | 1.71% | $2.16 |
 ANTO.L | 0% | 1.22% | $0.29 |
 META | 0% | 0.3% | $1 |
 CHD | 0% | 1.17% | $1.11 |
 CLNX.MC | 0% | 0.17% | $0.06 |
 ROP | 0% | 0.56% | $2.93 |
 KLG | 0% | -4.16% | $-0.48 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
 CME (BitcoinWorldWide) | Ex-Dividend | Jun 9, 2025 | $1.25 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
TRV | Ex-Dividend | Jun 10, 2025 | $1.10 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
AMCR | Pay Day | Jun 10, 2025 | $0.13 |
AMC.ASX | Pay Day | Jun 10, 2025 | $0.13 |
 FIS (BitcoinWorldWide) | Ex-Dividend | Jun 10, 2025 | $0.40 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
ADM | Pay Day | Jun 11, 2025 | $0.51 |
 NVDA (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 WKL.NV (BitcoinWorldWide) | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
PPG | Pay Day | Jun 12, 2025 | $0.68 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
K | Pay Day | Jun 13, 2025 | $0.57 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
WY | Pay Day | Jun 13, 2025 | $0.21 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
TROW | Ex-Dividend | Jun 13, 2025 | $1.27 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GPN | Ex-Dividend | Jun 13, 2025 | $0.25 |
OVV | Ex-Dividend | Jun 13, 2025 | $0.30 |
KLG | Pay Day | Jun 13, 2025 | -$0.16 |
 IBKR (BitcoinWorldWide) | Pay Day | Jun 13, 2025 | $0.32 |
 TER (BellKeeper) | Pay Day | Jun 13, 2025 | $0.12 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
BWA | Pay Day | Jun 16, 2025 | $0.11 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
DD | Pay Day | Jun 16, 2025 | $0.41 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
CI | Pay Day | Jun 18, 2025 | $1.51 |
LUV | Ex-Dividend | Jun 18, 2025 | $0.18 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
 BLK (BitcoinWorldWide) | Pay Day | Jun 23, 2025 | $5.21 |
POR | Ex-Dividend | Jun 24, 2025 | $0.52 |
FIS (BitcoinWorldWide) | Pay Day | Jun 24, 2025 | $0.40 |
CME (BitcoinWorldWide) | Pay Day | Jun 25, 2025 | $1.25 |
META | Pay Day | Jun 26, 2025 | $0.52 |
ZBH | Ex-Dividend | Jun 26, 2025 | $0.24 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
TROW | Pay Day | Jun 27, 2025 | $1.27 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
GPN | Pay Day | Jun 27, 2025 | $0.25 |
WBC.ASX | Pay Day | Jun 27, 2025 | $0.49 |
 GS (BitcoinWorldWide) | Pay Day | Jun 27, 2025 | $3.00 |
TRV | Pay Day | Jun 30, 2025 | $1.10 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
UNP | Pay Day | Jun 30, 2025 | $1.34 |
OVV | Pay Day | Jun 30, 2025 | $0.30 |
ESS | Ex-Dividend | Jun 30, 2025 | $2.57 |
 WTW (BitcoinWorldWide) | Ex-Dividend | Jun 30, 2025 | $0.92 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
CHRW | Pay Day | Jul 1, 2025 | $0.62 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
FRT | Ex-Dividend | Jul 1, 2025 | $1.10 |
ANZ.ASX | Pay Day | Jul 1, 2025 | $0.54 |
 NTRS (BitcoinWorldWide) | Pay Day | Jul 1, 2025 | $0.75 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
GPC | Pay Day | Jul 2, 2025 | $1.03 |
MQG.ASX | Pay Day | Jul 2, 2025 | $2.50 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
NVDA (BitcoinWorldWide) | Pay Day | Jul 3, 2025 | $0.01 |
WPP.L | Pay Day | Jul 4, 2025 | $0.50 |
LUV | Pay Day | Jul 9, 2025 | $0.18 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
TSM (BitcoinWorldWide) | Pay Day | Jul 10, 2025 | $0.68 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
HRL | Ex-Dividend | Jul 14, 2025 | $0.29 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
ESS | Pay Day | Jul 15, 2025 | $2.57 |
FRT | Pay Day | Jul 15, 2025 | $1.10 |
POR | Pay Day | Jul 15, 2025 | $0.52 |
WTW (BitcoinWorldWide) | Pay Day | Jul 15, 2025 | $0.92 |
PNR | Ex-Dividend | Jul 18, 2025 | $0.25 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
ZBH | Pay Day | Jul 31, 2025 | $0.24 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
PNR | Pay Day | Aug 1, 2025 | $0.25 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
HRL | Pay Day | Aug 15, 2025 | $0.29 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
BG | Ex-Dividend | Aug 19, 2025 | $0.70 |
TSN | Ex-Dividend | Aug 29, 2025 | $0.50 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
BG | Pay Day | Sep 2, 2025 | $0.70 |
TSN | Pay Day | Sep 12, 2025 | $0.50 |
EWJ | Pay Day | Dec 20, 2025 | $1.06 |
Performance Metrics
Score 3.2/10
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
-2.07
-2.07
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-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
-2.07
-2.07
-3
0
2
4.5
4.5
Omega Ratio
0.96
0.96
0
1
1.5
2.5
2.5
Treynor Ratio
0.68
0.68
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-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
29.23
High:
RHC.ASX
1,067.13RHC.ASXLow:
LAC
-13,550LACDetails
PEG Ratio
418.35
High:
KO
10,196.22KOLow:LAC
-18,969.99LACDetails
Price/Book
5.42
High:LAC
1,014.98LACLow:
MCD
-64.5MCDDetails
Price/Sales
4.16
High:
V
19.31VLow:LAC
-LACDetails
Price/CF
16.83
High:KO
282.33KOLow:
VOD
1.64VODDetails
Price/FCF
48.79
High:
CLNX.MC
6,956.36CLNX.MCLow:VOD
2.7VODDetails
P/E Ratio
29.23
High:RHC.ASX
1,067.13RHC.ASXLow:LAC
-13,550LACDetails
PEG Ratio
418.35
High:KO
10,196.22KOLow:LAC
-18,969.99LACDetails
Price/Book
5.42
High:LAC
1,014.98LACLow:MCD
-64.5MCDDetails
Price/Sales
4.16
High:V
19.31VLow:LAC
-LACDetails
Price/CF
16.83
High:KO
282.33KOLow:VOD
1.64VODDetails
Price/FCF
48.79
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
2.7VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.65% | Jan 2018 | - | 90 |
-1.29% | Sep 2017 | Oct 2017 | 1 |