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+5.61%
This Month
+11.23%
Year To Date
+31.48%
2 Years
+17.01%
5 Years
+4.85%
10 Years
+0.55%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance11.25%
- 🧪 Process Industries10.87%
- 🧬 Health Technology10.32%
- 🍞 Consumer Non Durables8.41%
- 👥 Copy Trading6.29%
- 💻 Electronic Technology5.98%
- 🖥️ Technology Services5.85%
- ⛏️ Energy Minerals5.79%
- 🛍️ Retail Trade5.46%
- ⚡ Utilities4.92%
- 📊 ETFs4.37%
- 🚚 Transportation4.26%
- 📡 Communications3.2%
- 💇♀️ Consumer Services2.25%
- 🛠️ Producer Manufacturing1.94%
- 📦 Distribution Services1.64%
- 💼 Commercial Services1.58%
- 💵 Cash1.43%
- 🪨 Non Energy Minerals1.33%
- 🏥 Health Services0.97%
- 🧩 Miscellaneous0.74%
- 🪙 Cryptocurrencies0.73%
- 🏭 Industrial Services0.42%
- 🚗 Consumer Durables0.22%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.06%
- 🇺🇸 Nasdaq21.84%
- 🇦🇺 Sydney14.59%
- 🌍 Digital Currency1.73%
- 🇫🇷 Euronext Paris1.3%
- 🇬🇧 LSE1.14%
- 🇺🇸 Chicago Board Options Exchange0.85%
- 🇩🇪 Xetra ETFs0.69%
- 🇮🇹 Borsa Italiana0.21%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇳🇱 Euronext Amsterdam0.06%
- 🇳🇴 Oslo Stock Exchange0.01%
- 🇭🇰 Hong Kong Exchanges0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States69.6%
- 🇦🇺 Australia13.96%
- 🇬🇧 United Kingdom2.61%
- 🇫🇷 France1.3%
- 🇨🇭 Switzerland0.82%
- 🇨🇳 China0.57%
- 🇮🇪 Ireland0.45%
- 🇩🇪 Germany0.36%
- 🇨🇦 Canada0.34%
- 🇳🇱 Netherlands0.23%
- 🇪🇸 Spain0.18%
- 🇸🇬 Singapore0.11%
- 🇳🇿 New Zealand0.1%
- 🇹🇼 Taiwan0.07%
- 🇮🇹 Italy0.04%
- 🇳🇴 Norway0.01%
Dividends
Dividend Yield
2.72%
116 out of 148 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $SPK.ASX (11.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PFE | 0.22% | 6.24% | $1.66 |
 UPS | 0.13% | 6.13% | $6.5 |
 WDS.ASX | 0.12% | 5.2% | $2.16 |
 EIX | 0.11% | 4.87% | $3.04 |
 BMY | 0.11% | 4.25% | $2.34 |
 AMT | 0.08% | 3.8% | $6.56 |
 VOD | 0.07% | 3.18% | $0.94 |
 ADM | 0.07% | 3% | $1.9 |
 TGT | 0.07% | 3.51% | $4.42 |
 CLX | 0.06% | 4.81% | $4.8 |
 TSN | 0.06% | 3.19% | $1.96 |
 AZJ.ASX | 0.05% | 4.65% | $0.18 |
 CSL.ASX | 0.05% | 3.1% | $3.81 |
 TROW | 0.05% | 5.25% | $4.92 |
 GPC | 0.05% | 3.74% | $3.9 |
 CVX | 0.05% | 3.77% | $6.28 |
 NKE | 0.05% | 3.48% | $1.45 |
 EDV.ASX | 0.05% | 7.07% | $0.22 |
 APD | 0.05% | 2.43% | $7.04 |
 VZ | 0.04% | 5.94% | $2.66 |
 PEP | 0.04% | 3.63% | $5.15 |
 BHP.ASX | 0.04% | 3.51% | $2.35 |
 SAN.PA | 0.04% | 5.03% | $3.76 |
 BitcoinWorldWide | 0.03% | 0.6% | - |
 O | 0.03% | 4.98% | $3.09 |
 VICI | 0.03% | 6.23% | $1.66 |
 AMCR | 0.03% | 6.26% | $0.5 |
 NEE | 0.03% | 2.52% | $1.97 |
 ALB | 0.03% | 0.83% | $1.6 |
 POR | 0.03% | 4.12% | $1.93 |
 CHC.ASX | 0.03% | 2.32% | $0.44 |
 TXN | 0.03% | 2.38% | $5.14 |
 CVS | 0.03% | 3.48% | $2.54 |
 WY | 0.03% | 3.32% | $0.78 |
 KO | 0.02% | 2.73% | $1.89 |
 AMC.ASX | 0.02% | 6.72% | $0.77 |
 CF | 0.02% | 1.73% | $1.8 |
 MCD | 0.02% | 2.36% | $6.53 |
 BOQ.ASX | 0.02% | 5.21% | $0.38 |
 MSFT | 0.02% | 0.85% | $3 |
 WBC.ASX | 0.02% | 3.83% | $1.47 |
 ARCC | 0.02% | 10.05% | $1.62 |
 CA.PA | 0.02% | 5.78% | $0.87 |
 BG | 0.02% | 2.39% | $2.7 |
 ASX.ASX | 0.02% | 3.64% | $2.13 |
 STZ | 0.02% | 2.56% | $3.68 |
 AUB.ASX | 0.02% | 3.67% | $0.67 |
 APA.ASX | 0.02% | 5.8% | $0.56 |
 UNP | 0.02% | 2.17% | $5.2 |
 WFC | 0.02% | 2.13% | $1.4 |
 ENB | 0.02% | 5.3% | $2.66 |
 OXY | 0.02% | 1.8% | $0.8 |
 STLAM.MI | 0.02% | 9.25% | $1.55 |
 ANN.ASX | 0.02% | 2.93% | $0.66 |
 KHC | 0.01% | 7.21% | $1.6 |
 ANZ.ASX | 0.01% | 4.38% | $1.77 |
 KMB | 0.01% | 5.13% | $4.8 |
 MMM | 0.01% | 1.96% | $5.21 |
 MDT.US | 0.01% | 3.33% | $2.77 |
 OVV | 0.01% | 2.25% | $1.2 |
 COP | 0.01% | 2.78% | $3.25 |
 SPK.ASX | 0.01% | 11.36% | $0.29 |
 YUMC | 0.01% | 2.08% | $0.58 |
 HRL | 0.01% | 5.44% | $1.12 |
 WEC | 0.01% | 3.17% | $3.23 |
 CI | 0.01% | 2.2% | $5.26 |
 DXS.ASX | 0.01% | 6.08% | $0.5 |
 CPU.ASX | 0.01% | 3.37% | $0.8 |
 HST | 0.01% | 3.83% | $0.78 |
 ESS | 0.01% | 3.99% | $9.52 |
 NHF.ASX | 0.01% | 4.33% | $0.3 |
 CSCO | 0.01% | 1.88% | $1.58 |
 TPG.ASX | 0.01% | 4.17% | $0.18 |
 ADP | 0.01% | 3.08% | $5.45 |
 SYY | 0.01% | 2.83% | $2.01 |
 JPM | 0.01% | 1.86% | $4.4 |
 HSY | 0.01% | 2.9% | $5.12 |
 SM | 0.01% | 3.04% | $0.66 |
 TAH.ASX | 0.01% | 2.35% | $0.02 |
 MO | 0.01% | 6.51% | $3.92 |
 RHC.ASX | 0.01% | 1.99% | $0.65 |
 GPN | 0.01% | 1.38% | $1 |
 BF-B | 0.01% | 3.24% | $0.86 |
 IEL.ASX | 0.01% | 2.16% | $0.45 |
 C | 0.01% | 1.77% | $2.12 |
 II-ETF-Portfolio | 0.01% | 0.48% | - |
 RTO.US | 0% | 1.63% | $0.48 |
 GILD | 0% | 2.35% | $3.04 |
 GOOG | 0% | 0.25% | $0.2 |
 DD | 0% | 2.15% | $1.48 |
 SU.PA | 0% | 1.54% | $3.5 |
 FRT | 0% | 4.01% | $4.36 |
 WHR | 0% | 7.77% | $7 |
 NDSN | 0% | 1.15% | $2.72 |
 ATO | 0% | 2.01% | $3.16 |
 COH.ASX | 0% | 2.53% | $3.75 |
 HD | 0% | 2.65% | $8.52 |
 NUE | 0% | 1.1% | $2.13 |
 CHRW | 0% | 1.36% | $2.44 |
 NEXI.MI | 0% | 8% | - |
 SPGI | 0% | 0.88% | $3.62 |
 SBUX | 0% | 2.48% | $2.24 |
 RMD.ASX | 0% | 1.11% | $0.3 |
 WTC.ASX | 0% | 0.47% | $0.16 |
 PG | 0% | 2.85% | $3.83 |
 BAC | 0% | 2.04% | $0.96 |
 JNJ | 0% | 2.25% | $4.81 |
 PPG | 0% | 2.46% | $2.6 |
 ZBH | 0% | 1.01% | $0.96 |
 CLNX.MC | 0% | 1.1% | $0.06 |
 WPP.L | 0% | 5.68% | $0.39 |
 PNR | 0% | 1.16% | $0.91 |
 ABT | 0% | 2.55% | $2.16 |
 META | 0% | 0.31% | $1 |
 IMEU.L | 0% | 0.02% | - |
 Q | 0% | -0.1% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
PG | Ex-Dividend | Apr 24, 2026 | $1.09 |
 BK (BitcoinWorldWide) | Ex-Dividend | Apr 27, 2026 | $0.53 |
AMT | Pay Day | Apr 28, 2026 | $1.79 |
STZ | Ex-Dividend | Apr 29, 2026 | $1.03 |
JPM | Pay Day | Apr 30, 2026 | $1.50 |
MO | Pay Day | Apr 30, 2026 | $1.06 |
EIX | Pay Day | Apr 30, 2026 | $0.88 |
ZBH | Pay Day | Apr 30, 2026 | $0.24 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
 MRVL (BitcoinWorldWide) | Pay Day | Apr 30, 2026 | $0.06 |
VZ | Pay Day | May 1, 2026 | $0.71 |
BMY | Pay Day | May 1, 2026 | $0.63 |
PNR | Pay Day | May 1, 2026 | $0.27 |
 AON (BitcoinWorldWide) | Ex-Dividend | May 1, 2026 | $0.82 |
C | Ex-Dividend | May 4, 2026 | $0.60 |
CVS | Pay Day | May 4, 2026 | $0.67 |
SAN.PA | Ex-Dividend | May 5, 2026 | $4.84 |
TXN | Ex-Dividend | May 5, 2026 | $1.42 |
SAN.PA | Pay Day | May 7, 2026 | $4.84 |
CLX | Pay Day | May 8, 2026 | $1.24 |
 AXP (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.95 |
 MA (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.87 |
BK (BitcoinWorldWide) | Pay Day | May 8, 2026 | $0.53 |
NUE | Pay Day | May 11, 2026 | $0.56 |
PPG | Ex-Dividend | May 11, 2026 | $0.71 |
APD | Pay Day | May 11, 2026 | $1.81 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
STZ | Pay Day | May 14, 2026 | $1.03 |
WEC | Ex-Dividend | May 14, 2026 | $0.95 |
PG | Pay Day | May 15, 2026 | $1.09 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
ABT | Pay Day | May 15, 2026 | $0.63 |
HRL | Pay Day | May 15, 2026 | $0.29 |
DD | Ex-Dividend | May 15, 2026 | $0.20 |
O | Pay Day | May 15, 2026 | $0.27 |
 MRSH (BitcoinWorldWide) | Pay Day | May 15, 2026 | $0.90 |
AON (BitcoinWorldWide) | Pay Day | May 15, 2026 | $0.82 |
NEXI.MI | Ex-Dividend | May 18, 2026 | $0.35 |
TXN | Pay Day | May 19, 2026 | $1.42 |
NEXI.MI | Pay Day | May 20, 2026 | $0.35 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
C | Pay Day | May 22, 2026 | $0.60 |
 WKL.NV (BitcoinWorldWide) | Ex-Dividend | May 25, 2026 | $1.88 |
JNJ | Ex-Dividend | May 26, 2026 | $1.34 |
CA.PA | Ex-Dividend | May 26, 2026 | $1.15 |
CA.PA | Pay Day | May 28, 2026 | $1.15 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
DD | Pay Day | May 29, 2026 | $0.20 |
Q | Ex-Dividend | May 29, 2026 | -$0.08 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
TSN | Ex-Dividend | Jun 1, 2026 | $0.51 |
WEC | Pay Day | Jun 1, 2026 | $0.95 |
 GS (BitcoinWorldWide) | Ex-Dividend | Jun 1, 2026 | $4.50 |
WPP.L | Ex-Dividend | Jun 4, 2026 | $0.10 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
 TSM (BitcoinWorldWide) | Ex-Dividend | Jun 11, 2026 | $0.95 |
PPG | Pay Day | Jun 12, 2026 | $0.71 |
ADP | Ex-Dividend | Jun 12, 2026 | $1.70 |
TSN | Pay Day | Jun 15, 2026 | $0.51 |
Q | Pay Day | Jun 15, 2026 | -$0.08 |
WKL.NV (BitcoinWorldWide) | Pay Day | Jun 17, 2026 | $1.88 |
GS (BitcoinWorldWide) | Pay Day | Jun 29, 2026 | $4.50 |
ADP | Pay Day | Jul 1, 2026 | $1.70 |
SYY | Ex-Dividend | Jul 2, 2026 | $0.55 |
WPP.L | Pay Day | Jul 3, 2026 | $0.10 |
TSM (BitcoinWorldWide) | Pay Day | Jul 9, 2026 | $0.95 |
SYY | Pay Day | Jul 24, 2026 | $0.55 |
Performance Metrics
Score 3.5/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.31
0.31
0
1
2
3
3
Jensen's Alpha
-1.24
-1.24
-2
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.76
0.76
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
0
0
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
29.11
High:GPC
246.62GPCLow:
INTC
-836.39INTCDetails
PEG Ratio
292.64
High:WBC.ASX
15,372.09WBC.ASXLow:INTC
-851.7INTCDetails
Price/Book
5.16
High:
RHLD
192.51RHLDLow:MCD
-121.85MCDDetails
Price/Sales
4.37
High:CHC.ASX
15.2CHC.ASXLow:
LAC
-LACDetails
Price/CF
16.54
High:COH.ASX
64.59COH.ASXLow:SM
1.07SMDetails
Price/FCF
53.58
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
3.35VODDetails
P/E Ratio
29.11
High:GPC
246.62GPCLow:INTC
-836.39INTCDetails
PEG Ratio
292.64
High:WBC.ASX
15,372.09WBC.ASXLow:INTC
-851.7INTCDetails
Price/Book
5.16
High:RHLD
192.51RHLDLow:MCD
-121.85MCDDetails
Price/Sales
4.37
High:CHC.ASX
15.2CHC.ASXLow:LAC
-LACDetails
Price/CF
16.54
High:COH.ASX
64.59COH.ASXLow:SM
1.07SMDetails
Price/FCF
53.58
High:CLNX.MC
6,956.36CLNX.MCLow:VOD
3.35VODDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.65% | Jan 2018 | - | 100 |
-1.29% | Sep 2017 | Oct 2017 | 1 |