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-0.16%
Today
-0.16%
This Month
+4.7%
Year To Date
+53.44%
2 Years
+11.27%
5 Years
-14.74%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs30.12%
- 🖥️ Technology Services13.24%
- 💰 Finance8.73%
- 💻 Electronic Technology7.71%
- 🪙 Cryptocurrencies5.64%
- 🛍️ Retail Trade4.68%
- 🧬 Health Technology3.18%
- 🚗 Consumer Durables3%
- 💼 Commercial Services2.24%
- 🪨 Non Energy Minerals2.05%
- ⚡ Utilities1.92%
- 🍞 Consumer Non Durables1.28%
- 💇♀️ Consumer Services1.03%
- 🚚 Transportation0.89%
- 🛠️ Producer Manufacturing0.81%
- 🏥 Health Services0.4%
- ⛏️ Energy Minerals0.32%
- 📡 Communications0.32%
- 🧩 Miscellaneous0.22%
- 📦 Distribution Services0.2%
- 🏭 Industrial Services0.18%
- 🧪 Process Industries0.08%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.5%
- 🇺🇸 Nasdaq23.94%
- 🇬🇧 LSE17.25%
- 🇩🇪 Xetra ETFs10.47%
- 🌍 Digital Currency5.64%
- 🇭🇰 Hong Kong Exchanges0.8%
- 🇫🇷 Euronext Paris0.72%
- 🇺🇸 Chicago Board Options Exchange0.66%
- 🇮🇹 Borsa Italiana0.42%
- 🇨🇭 SIX0.4%
- 🇩🇪 FRA0.39%
- 🇳🇱 Euronext Amsterdam0.38%
- 🇸🇪 Stockholm Stock Exchange0.22%
- 🇪🇸 Bolsa De Madrid0.17%
- 🇩🇰 Copenhagen Stock Exchange0.17%
- 🇧🇪 Euronext Brussels0.08%
- 🇳🇴 Oslo Stock Exchange0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.72%
- 🇬🇧 United Kingdom2.89%
- 🇨🇳 China1.65%
- 🇨🇦 Canada1.08%
- 🇩🇪 Germany0.82%
- 🇹🇼 Taiwan0.77%
- 🇫🇷 France0.72%
- 🇨🇭 Switzerland0.56%
- 🇳🇱 Netherlands0.56%
- 🇮🇹 Italy0.55%
- 🇺🇾 Uruguay0.41%
- 🇯🇵 Japan0.36%
- 🇧🇷 Brazil0.34%
- 🇸🇬 Singapore0.3%
- 🇧🇲 Bermuda0.28%
- 🇮🇳 India0.24%
- 🇸🇪 Sweden0.22%
- 🇰🇾 Cayman Islands0.2%
- 🇩🇰 Denmark0.19%
- 🇿🇦 South Africa0.17%
- 🇪🇸 Spain0.17%
- 🇮🇪 Ireland0.17%
- 🇭🇰 Hong Kong0.11%
- 🇦🇷 Argentina0.11%
- 🇱🇺 Luxembourg0.11%
- 🇫🇮 Finland0.09%
- 🇮🇱 Israel0.09%
- 🇧🇪 Belgium0.08%
- 🇲🇽 Mexico0.08%
- 🇹🇷 Türkiye0.06%
- 🇰🇷 South Korea0.04%
- 🇨🇱 Chile0.03%
- 🇵🇦 Panama0.03%
- 🇵🇪 Peru0.03%
- 🇮🇩 Indonesia0.03%
- 🇳🇴 Norway0.02%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.57%
344 out of 567 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $NVTKL.L (109.46%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 SPY5.L | 0.06% | 1.04% | - |
 C | 0.02% | 2.71% | $2.12 |
 NI | 0.01% | 2.88% | $1.05 |
 HTGC | 0.01% | 7.57% | $1.6 |
 XLK | 0.01% | 0.67% | - |
 TSM | 0.01% | 0.93% | $1.74 |
 MSFT | 0.01% | 0.76% | $3 |
 LEN | 0.01% | 1.52% | $1.75 |
 KSS | 0.01% | 15.14% | $2 |
 WMT | 0.01% | 0.85% | $0.81 |
 MC.PA | 0.01% | 1.85% | $13 |
 CRH.L | 0.01% | 1.3% | $1.61 |
 PBR | 0.01% | 18.77% | $1.73 |
 STLAM.MI | 0.01% | 12.01% | $1.55 |
 GS | 0.01% | 1.83% | $11 |
 JPM | 0.01% | 1.8% | $4.4 |
 GAW.L | 0% | 3.62% | $5.5 |
 GOOG | 0% | 0.29% | $0.2 |
 MAERSKB.CO | 0% | 4.86% | $515 |
 AAPL | 0% | 0.53% | $0.97 |
 META | 0% | 0.29% | $1 |
 ENEL.MI | 0% | 6.28% | $0.43 |
 ICG.L | 0% | 3.37% | $0.79 |
 PM | 0% | 4.07% | $5.2 |
 PFE | 0% | 6.37% | $1.66 |
 ENGI.PA | 0% | 9.01% | $1.43 |
 INTC | 0% | 2.57% | $0.5 |
 BTG.US | 0% | 6.73% | $0.16 |
 GOLD.BARRICK | 0% | 2.47% | $0.4 |
 OWL | 0% | 2.61% | $0.6 |
 MOAT | 0% | 1.33% | - |
 APO | 0% | 1.06% | $1.75 |
 VOO | 0% | 1.26% | - |
 IMEU.L | 0% | 1.43% | - |
 VALE | 0% | 9.88% | $1.33 |
 AVGO | 0% | 0.98% | $19.7 |
 BRBY.L | 0% | 5.12% | $0.61 |
 CG | 0% | 2.49% | $1.4 |
 BABA | 0% | 0.99% | $0.98 |
 STX.US | 0% | 2.95% | $2.8 |
 IWM | 0% | 1.23% | - |
 ARES | 0% | 1.88% | $3.4 |
 IBE.MC | 0% | 3.46% | $0.45 |
 V | 0% | 0.65% | $2.01 |
 MF.PA | 0% | 4.19% | $4 |
 INDA | 0% | 0.78% | - |
 PGHN.ZU | 0% | 2.8% | $39 |
 9618.HK | 0% | 1.9% | $2.97 |
 RF.PA | 0% | 3.04% | $2.42 |
 BX | 0% | 2.23% | $3.36 |
 BKNG | 0% | 0.74% | $17.5 |
 QCOM | 0% | 1.97% | $3.25 |
 WTW | 0% | 1.07% | $3.44 |
 SAP | 0% | 0.63% | $1.73 |
 IAG.L | 0% | 0.61% | - |
 BMY | 0% | 4.11% | $2.34 |
 TPG | 0% | 2.45% | $1.55 |
 2318.HK | 0% | 6.11% | $2.63 |
 SPGI | 0% | 0.71% | $3.62 |
 XLB | 0% | 2% | - |
 VST | 0% | 0.52% | $0.85 |
 ISP.MI | 0% | 7.68% | $0.3 |
 MFEB.MI | 0% | 5.84% | $0.25 |
 CS.PA | 0% | 5.4% | $1.98 |
 QFIN | 0% | 2.91% | $1.06 |
 HST | 0% | 4.79% | $0.78 |
 BMA | 0% | 7.66% | $2.82 |
 9988.HK | 0% | 1.11% | $0.98 |
 MA | 0% | 0.49% | $2.46 |
 ELV | 0% | 1.67% | $6.22 |
 LEA | 0% | 3.27% | $3.08 |
 FINV | 0% | 3.1% | $0.24 |
 PEP | 0% | 3.54% | $5.15 |
 MRK | 0% | 3.2% | $3.04 |
 NTDOY | 0% | 1.08% | $0.24 |
 ABBV | 0% | 3.42% | $6.06 |
 KMI | 0% | 4.18% | $1.14 |
 KER.PA | 0% | 4.54% | $14 |
 SBSW | 0% | 6.83% | $0.3 |
 GILD | 0% | 3.17% | $3.04 |
 AMGN | 0% | 3.2% | $8.76 |
 CPA | 0% | 6.91% | $4.86 |
 DHI | 0% | 0.99% | $1.15 |
 AXP | 0% | 0.88% | $2.6 |
 TOL | 0% | 0.68% | $0.86 |
 2601.HK | 0% | 4.84% | $1.12 |
 ENI.MI | 0% | 7.09% | $0.94 |
 TEP.PA | 0% | 4.25% | $3.85 |
 AVT | 0% | 2.48% | $1.24 |
 JNJ | 0% | 3.26% | $4.81 |
 01336.HK | 0% | 4.37% | $0.85 |
 ES | 0% | 5.02% | $2.78 |
 ALV.DE | 0% | 4.4% | $13.8 |
 SREN.ZU | 0% | 4.47% | $6.22 |
 OSK | 0% | 1.62% | $1.74 |
 NTES | 0% | 2.37% | $2.58 |
 NEM | 0% | 2.34% | $1.3 |
 KO | 0% | 3.06% | $1.89 |
 INVP.L | 0% | 6.86% | $0.35 |
 M | 0% | 4.46% | $0.68 |
 HM-B.ST | 0% | 4.49% | $6.5 |
 GOOGL | 0% | 0.29% | $0.2 |
 PHM | 0% | 0.72% | $0.76 |
 MU | 0% | 0.5% | $0.46 |
 PRU | 0% | 4.31% | $5.1 |
 GGAL | 0% | 3.72% | $1.57 |
 DIS | 0% | 0.88% | $0.75 |
 TPR | 0% | 1.92% | $1.4 |
 FE | 0% | 4.27% | $1.64 |
 CDI.PA | 0% | 2.01% | $13 |
 D | 0% | 4.8% | $2.67 |
 ZIM | 0% | 22.3% | $0.23 |
 EXC | 0% | 3.8% | $1.48 |
 FCX | 0% | 1.67% | $0.6 |
 CVX | 0% | 4.42% | $6.28 |
 DUK | 0% | 3.71% | $4.1 |
 UBSG.ZU | 0% | 1.97% | $0.64 |
 SRG.MI | 0% | 6.41% | $0.28 |
 O | 0% | 5.73% | $3.09 |
 CWEN | 0% | 6.38% | $1.6 |
 SHEL | 0% | 4.22% | $2.7 |
 STEP | 0% | 1.4% | $0.84 |
 VOLV-A.ST | 0% | 2.59% | $7.5 |
 TLK | 0% | 5.24% | $0.84 |
 BAP | 0% | 5.06% | $9.27 |
 TECK | 0% | 0.91% | $0.37 |
 IBKR | 0% | 0.46% | $0.55 |
 AEP | 0% | 3.68% | $3.47 |
 GGB | 0% | 4.81% | $0.22 |
 EOAN.DE | 0% | 4.64% | $0.53 |
 2628.HK | 0% | 3.16% | $0.47 |
 SPNS | 0% | 2.08% | $0.54 |
 GFI | 0% | 1.85% | $0.31 |
 ETR | 0% | 2.87% | $4.46 |
 HLNE | 0% | 1.2% | $1.83 |
 EIX | 0% | 5.87% | $3.04 |
 VIPS | 0% | 2.85% | $0.41 |
 LMT | 0% | 2.79% | $12.45 |
 NKE | 0% | 1.96% | $1.45 |
 0700.HK | 0% | 0.85% | $3.4 |
 AZN | 0% | 2.06% | $1.42 |
 ED | 0% | 3.56% | $3.28 |
 UHR.ZU | 0% | 3.84% | $6.5 |
 YY | 0% | 2.04% | $0.71 |
 XEL | 0% | 3.26% | $2.13 |
 UGI | 0% | 4.88% | $1.5 |
 III | 0% | 1.03% | $0.4 |
 1299.HK | 0% | 3.01% | $1.61 |
 AEO | 0% | 3.1% | $0.48 |
 AU | 0% | 1.36% | $0.22 |
 CMA | 0% | 4.22% | $2.84 |
 EVRG | 0% | 4.04% | $2.54 |
 CRM | 0% | 0.47% | $0.4 |
 CRBG | 0% | 2.73% | $0.92 |
 WEC | 0% | 3.42% | $3.23 |
 UNH | 0% | 1.51% | $7.74 |
 PNW | 0% | 4.08% | $3.51 |
 DTE | 0% | 3.46% | $4.01 |
 SO | 0% | 3.43% | $2.82 |
 AAF.L | 0% | 3.33% | $0.05 |
 IS0Q.DE | 0% | 5.48% | - |
 PAH3.DE | 0% | 6.73% | $2.56 |
 FIS | 0% | 1.82% | $1.76 |
 AEM | 0% | 1.74% | $1.6 |
 ALLFG.NV | 0% | 1.88% | - |
 RMV.L | 0% | 1.41% | $0.09 |
 RACE | 0% | 0.64% | $2.64 |
 EQT | 0% | 1.23% | $0.62 |
 DELL | 0% | 1.72% | $1.63 |
 ABBN.ZU | 0% | 1.74% | $0.87 |
 MET | 0% | 2.52% | $2.11 |
 UCG.MI | 0% | 4.11% | $1.8 |
 FL | 0% | 1.89% | $1.6 |
 BDX | 0% | 1.61% | $3.76 |
 SQM | 0% | 3.45% | $1.36 |
 PAAS | 0% | 1.75% | $0.4 |
 URI | 0% | 0.88% | $6.22 |
 MAA | 0% | 3.88% | $5.81 |
 NEE | 0% | 2.88% | $1.97 |
 SMSN.L | 0% | 2.7% | $23.68 |
 GAP | 0% | 2.49% | $0.6 |
 PPL | 0% | 3.07% | $1 |
 HPQ | 0% | 3.48% | $1.1 |
 IS0R.DE | 0% | 6.28% | - |
 ITX.MC | 0% | 2.36% | $1.11 |
 ISF.L | 0% | 2.37% | - |
 KKR | 0% | 0.41% | $0.67 |
 NESN.ZU | 0% | 3.86% | $3 |
 T | 0% | 4.68% | $1.11 |
 RED.MC | 0% | 4.63% | $0.81 |
 JWN | 0% | 3.14% | $0.76 |
 ASML.NV | 0% | 0.89% | $6.1 |
 CMS | 0% | 3.12% | $2.01 |
 ASML | 0% | 0.77% | $5.57 |
 UNM | 0% | 2.13% | $1.46 |
 TGT | 0% | 3.23% | $4.42 |
 ODFL | 0% | 0.56% | $0.92 |
 SRE | 0% | 2.99% | $2.43 |
 MONC.MI | 0% | 1.87% | $1.15 |
 HSBA.L | 0% | 5.73% | $0.49 |
 NXT.L | 0% | 2.17% | $2.07 |
 ACN | 0% | 1.44% | $4.99 |
 MTH | 0% | 1.93% | $2.04 |
 CPT | 0% | 3.62% | $4.06 |
 AIG | 0% | 2.12% | $1.48 |
 RWE.DE | 0% | 3.35% | $1 |
 FORTUM.HE | 0% | 8.24% | $1.15 |
 EG | 0% | 2.23% | $7.25 |
 EXPN.L | 0% | 1.19% | $0.46 |
 WKL.NV | 0% | 1.25% | $2.08 |
 CI | 0% | 1.94% | $5.26 |
 KGC | 0% | 1.08% | $0.12 |
 AFL | 0% | 1.94% | $1.84 |
 PGR | 0% | 1.99% | $1.15 |
 F | 0% | 7.74% | $0.78 |
 SOF.BR | 0% | 0.97% | $2.35 |
 ELE.MC | 0% | 3.78% | $0.81 |
 ALL | 0% | 1.91% | $3.62 |
 MKTX | 0% | 1.34% | $2.92 |
 LNT | 0% | 3.31% | $1.87 |
 DKS | 0% | 1.83% | $4.2 |
 PLD | 0% | 3.22% | $3.66 |
 JKHY | 0% | 1.26% | $2.14 |
 EQH | 0% | 1.73% | $0.9 |
 LLY | 0% | 0.67% | $4.86 |
 WWD | 0% | 0.54% | $0.94 |
 TRV | 0% | 1.71% | $4.05 |
 WBD.MI | 0% | 2.41% | $0.07 |
 SUZ | 0% | 2.45% | $0.2 |
 HMY | 0% | 0.93% | $0.08 |
 HIG | 0% | 1.73% | $1.84 |
 SONY | 0% | 0.41% | $0.49 |
 AEE | 0% | 2.85% | $2.6 |
 PEG | 0% | 2.87% | $2.34 |
 VFC | 0% | 1.39% | $0.57 |
 BOL.ST | 0% | 2.25% | $7.5 |
 NVDA | 0% | 0.03% | $0.02 |
 TKC | 0% | 2.09% | $0.07 |
 TNK | 0% | 2.39% | $1 |
 RGA | 0% | 1.53% | $3.4 |
 CB | 0% | 1.32% | $3.49 |
 MMC | 0% | 1.45% | $2.84 |
 MCD | 0% | 2.35% | $6.53 |
 CFR.ZU | 0% | 1.55% | $2.75 |
 BCS | 0% | 2.79% | $0.39 |
 ITUB | 0% | 1.83% | $0.15 |
 CNP | 0% | 2.55% | $0.79 |
 AIZ | 0% | 1.41% | $2.86 |
 DFS | 0% | 1.39% | $2.8 |
 WPM | 0% | 1.01% | $0.61 |
 NOVO-B.CO | 0% | 1.62% | $9.4 |
 AWK | 0% | 2.46% | $2.89 |
 ABT | 0% | 1.75% | $2.16 |
 RL | 0% | 1.29% | $3.08 |
 BN.US | 0% | 0.53% | $0.3 |
 TJX | 0% | 1.2% | $1.42 |
 INFY | 0% | 1.89% | $0.39 |
 ATO | 0% | 2.31% | $3.16 |
 AGRO | 0% | 3.52% | $0.33 |
 NHY.OL | 0% | 3.72% | $2.5 |
 DBRG | 0% | 0.36% | $0.04 |
 FMX | 0% | 1.76% | $1.99 |
 TMO | 0% | 0.26% | $1.48 |
 WIT | 0% | 1.68% | $0.01 |
 AESI | 0% | 3.66% | $0.78 |
 FNV | 0% | 1.08% | $1.41 |
 RGLD | 0% | 1.18% | $1.58 |
 IS3F.DE | 0% | 5.3% | - |
 BBD | 0% | 1.5% | $0.06 |
 QSR | 0% | 3.85% | $2.26 |
 EA | 0% | 0.62% | $0.76 |
 PNDORA.CO | 0% | 1.3% | $18 |
 SBS | 0% | 1.32% | $0.23 |
 HL | 0% | 0.7% | $0.03 |
 ROST | 0% | 0.98% | $1.41 |
 TEX | 0% | 1.41% | $0.68 |
 WY | 0% | 2.61% | $0.78 |
 WM | 0% | 1.36% | $2.9 |
 INTU | 0% | 0.65% | $3.6 |
 EFX | 0% | 0.57% | $1.56 |
 SBUX | 0% | 2.19% | $2.24 |
 AJG | 0% | 0.81% | $2.3 |
 LDOS | 0% | 1.08% | $1.5 |
 SWKS | 0% | 3.11% | $2.72 |
 VRSK | 0% | 0.54% | $1.46 |
 TFC | 0% | 4.37% | $2.08 |
 GL | 0% | 0.79% | $0.93 |
 OXY | 0% | 1.89% | $0.8 |
 KEY | 0% | 4.56% | $0.82 |
 GE | 0% | 0.55% | $0.44 |
 LOGN.ZU | 0% | 1.27% | $1.06 |
 MKS.L | 0% | 0.9% | $0.03 |
 ORK.OL | 0% | 2.86% | $3 |
 USB | 0% | 4.14% | $1.94 |
 AON | 0% | 0.73% | $2.52 |
 HBAN | 0% | 3.6% | $0.62 |
 CX | 0% | 1.05% | - |
 3888.HK | 0% | 0.36% | $0.14 |
 LDO.MI | 0% | 0.93% | $0.28 |
 CFG | 0% | 3.53% | $1.68 |
 G | 0% | 1.25% | $0.58 |
 RHM.DE | 0% | 0.76% | $5.7 |
 GEV | 0% | 0.07% | - |
 RSG | 0% | 1.03% | $2.14 |
 FHN | 0% | 2.74% | $0.6 |
 AGI | 0% | 0.49% | $0.1 |
 HAS | 0% | 3.63% | $2.8 |
 HDB | 0% | 0.98% | $0.6 |
 NOC | 0% | 1.65% | $7.67 |
 WBA | 0% | 9.73% | $1.46 |
 RNR | 0% | 0.67% | $1.54 |
 TRP | 0% | 6.08% | $2.79 |
 NVT | 0% | 1.18% | $0.75 |
 CSCO | 0% | 2.64% | $1.58 |
 BRO | 0% | 0.54% | $0.51 |
 WYNN | 0% | 1.15% | $1 |
 WRB.US | 0% | 0.53% | $0.45 |
 MTB | 0% | 2.66% | $5.25 |
 NOV | 0% | 1.9% | $0.23 |
 BLK | 0% | 1.91% | $20.2 |
 IUSM.DE | 0% | 4.09% | - |
 TW | 0% | 0.32% | $0.38 |
 CE | 0% | 3.94% | $2.8 |
 IBN | 0% | 0.7% | $0.17 |
 0968.HK | 0% | 7.89% | $0.23 |
 ADM | 0% | 3.9% | $1.9 |
 IUS7.DE | 0% | 2.16% | - |
 NDA.DE | 0% | 1.86% | $1.4 |
 WCN | 0% | 0.65% | $1.12 |
 RDY | 0% | 0.58% | $0.41 |
 NVTKL.L | 0% | 109.46% | - |
 HII | 0% | 2.69% | $5.14 |
 AG | 0% | 0.32% | $0.02 |
 WAB | 0% | 0.38% | $0.74 |
 RIGD.L | 0% | 0.34% | $0.18 |
 X | 0% | 0.54% | $0.2 |
 PCG | 0% | 0.35% | $0.03 |
 ABCB | 0% | 0.99% | $0.6 |
 PVH | 0% | 0.17% | $0.15 |
 PRX.NV | 0% | 0.27% | $0.07 |
 FCNCA | 0% | 0.33% | $5.67 |
 ORSTED.CO | 0% | 0.46% | - |
 XP | 0% | 0% | $0 |
 LIT | 0% | 0.05% | - |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
C | Ex-Dividend | Feb 3 | $0.56 |
FCX | Pay Day | Feb 3 | $0.15 |
KMI | Ex-Dividend | Feb 3 | $0.29 |
BMY | Pay Day | Feb 3 | $0.62 |
AIZ | Ex-Dividend | Feb 3 | $0.80 |
NI | Ex-Dividend | Feb 3 | $0.28 |
AON | Ex-Dividend | Feb 3 | $0.68 |
O | Ex-Dividend | Feb 3 | $0.26 |
PNW | Ex-Dividend | Feb 3 | $0.90 |
MET | Ex-Dividend | Feb 4 | $0.55 |
BRO | Ex-Dividend | Feb 5 | $0.15 |
MA | Pay Day | Feb 7 | $0.76 |
FE | Ex-Dividend | Feb 7 | $0.42 |
DHI | Ex-Dividend | Feb 7 | $0.40 |
EXPN.L | Pay Day | Feb 7 | $0.19 |
AWK | Ex-Dividend | Feb 7 | $0.76 |
NVT | Pay Day | Feb 7 | $0.20 |
AAPL | Ex-Dividend | Feb 10 | $0.25 |
AXP | Pay Day | Feb 10 | $0.70 |
X | Ex-Dividend | Feb 10 | $0.05 |
AEP | Ex-Dividend | Feb 10 | $0.93 |
ETR | Ex-Dividend | Feb 10 | $0.60 |
BX | Ex-Dividend | Feb 10 | $1.44 |
ASML.NV | Ex-Dividend | Feb 10 | $1.58 |
V | Ex-Dividend | Feb 11 | $0.59 |
TGT | Ex-Dividend | Feb 12 | $1.12 |
LEN | Pay Day | Feb 12 | $0.50 |
URI | Ex-Dividend | Feb 12 | $1.79 |
BRO | Pay Day | Feb 12 | $0.15 |
AAPL | Pay Day | Feb 13 | $0.25 |
TJX | Ex-Dividend | Feb 13 | $0.38 |
CVX | Ex-Dividend | Feb 14 | $1.71 |
SBUX | Ex-Dividend | Feb 14 | $0.61 |
AMGN | Ex-Dividend | Feb 14 | $2.38 |
ACN | Pay Day | Feb 14 | $1.48 |
ABBV | Pay Day | Feb 14 | $1.64 |
SHEL | Ex-Dividend | Feb 14 | $0.72 |
DUK | Ex-Dividend | Feb 14 | $1.04 |
ABT | Pay Day | Feb 14 | $0.59 |
LLY | Ex-Dividend | Feb 14 | $1.50 |
MMC | Pay Day | Feb 14 | $0.82 |
UNM | Pay Day | Feb 14 | $0.42 |
TFC | Ex-Dividend | Feb 14 | $0.52 |
DHI | Pay Day | Feb 14 | $0.40 |
OSK | Ex-Dividend | Feb 14 | $0.51 |
WEC | Ex-Dividend | Feb 14 | $0.89 |
AON | Pay Day | Feb 14 | $0.68 |
O | Pay Day | Feb 14 | $0.26 |
CFG | Pay Day | Feb 14 | $0.42 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
SO | Ex-Dividend | Feb 18 | $0.72 |
KMI | Pay Day | Feb 18 | $0.29 |
BX | Pay Day | Feb 18 | $1.44 |
LNT | Pay Day | Feb 18 | $0.51 |
AFL | Ex-Dividend | Feb 19 | $0.58 |
ED | Ex-Dividend | Feb 19 | $0.85 |
ASML.NV | Pay Day | Feb 19 | $1.58 |
MSFT | Ex-Dividend | Feb 20 | $0.83 |
DFS | Ex-Dividend | Feb 20 | $0.70 |
CNP | Ex-Dividend | Feb 20 | $0.22 |
NI | Pay Day | Feb 20 | $0.28 |
URI | Pay Day | Feb 26 | $1.79 |
SPGI | Ex-Dividend | Feb 26 | $0.96 |
C | Pay Day | Feb 28 | $0.56 |
SBUX | Pay Day | Feb 28 | $0.61 |
GS | Ex-Dividend | Feb 28 | $3.00 |
D | Ex-Dividend | Feb 28 | $0.67 |
HII | Ex-Dividend | Feb 28 | $1.35 |
GAW.L | Pay Day | Feb 28 | $1.89 |
IBKR | Ex-Dividend | Feb 28 | $0.25 |
FCNCA | Ex-Dividend | Feb 28 | $1.95 |
TGT | Pay Day | Mar 1 | $1.12 |
FE | Pay Day | Mar 1 | $0.42 |
WEC | Pay Day | Mar 1 | $0.89 |
V | Pay Day | Mar 3 | $0.59 |
LMT | Ex-Dividend | Mar 3 | $3.30 |
AFL | Pay Day | Mar 3 | $0.58 |
ETR | Pay Day | Mar 3 | $0.60 |
TFC | Pay Day | Mar 3 | $0.52 |
OSK | Pay Day | Mar 3 | $0.51 |
PNW | Pay Day | Mar 3 | $0.90 |
JNJ | Pay Day | Mar 4 | $1.24 |
ES | Ex-Dividend | Mar 4 | $0.75 |
KEY | Ex-Dividend | Mar 4 | $0.20 |
AWK | Pay Day | Mar 4 | $0.76 |
CI | Ex-Dividend | Mar 5 | $1.51 |
QCOM | Ex-Dividend | Mar 6 | $0.85 |
TJX | Pay Day | Mar 6 | $0.38 |
SO | Pay Day | Mar 6 | $0.72 |
DFS | Pay Day | Mar 6 | $0.70 |
PFE | Pay Day | Mar 7 | $0.43 |
AMGN | Pay Day | Mar 7 | $2.38 |
BLK | Ex-Dividend | Mar 7 | $5.21 |
AJG | Ex-Dividend | Mar 7 | $0.65 |
CVX | Pay Day | Mar 10 | $1.71 |
TRV | Ex-Dividend | Mar 10 | $1.05 |
ELV | Ex-Dividend | Mar 10 | $1.71 |
LLY | Pay Day | Mar 10 | $1.50 |
AEP | Pay Day | Mar 10 | $0.93 |
VFC | Ex-Dividend | Mar 10 | $0.09 |
BDX | Ex-Dividend | Mar 10 | $1.04 |
MET | Pay Day | Mar 11 | $0.55 |
FIS | Ex-Dividend | Mar 11 | $0.40 |
HPQ | Ex-Dividend | Mar 12 | $0.29 |
X | Pay Day | Mar 12 | $0.05 |
SPGI | Pay Day | Mar 12 | $0.96 |
MSFT | Pay Day | Mar 13 | $0.83 |
CNP | Pay Day | Mar 13 | $0.22 |
FNV | Ex-Dividend | Mar 13 | $0.38 |
ED | Pay Day | Mar 14 | $0.85 |
HII | Pay Day | Mar 14 | $1.35 |
KEY | Pay Day | Mar 14 | $0.20 |
IBKR | Pay Day | Mar 14 | $0.25 |
FHN | Ex-Dividend | Mar 14 | $0.15 |
MRK | Ex-Dividend | Mar 17 | $0.81 |
DUK | Pay Day | Mar 17 | $1.04 |
FCNCA | Pay Day | Mar 17 | $1.95 |
HBAN | Ex-Dividend | Mar 18 | $0.16 |
TSM | Ex-Dividend | Mar 18 | $0.69 |
CI | Pay Day | Mar 20 | $1.51 |
D | Pay Day | Mar 20 | $0.67 |
VFC | Pay Day | Mar 20 | $0.09 |
AJG | Pay Day | Mar 21 | $0.65 |
SHEL | Pay Day | Mar 24 | $0.72 |
BLK | Pay Day | Mar 24 | $5.21 |
ELV | Pay Day | Mar 25 | $1.71 |
FIS | Pay Day | Mar 25 | $0.40 |
QCOM | Pay Day | Mar 27 | $0.85 |
FNV | Pay Day | Mar 27 | $0.38 |
LMT | Pay Day | Mar 28 | $3.30 |
GS | Pay Day | Mar 28 | $3.00 |
TRV | Pay Day | Mar 31 | $1.05 |
AIZ | Pay Day | Mar 31 | $0.80 |
BDX | Pay Day | Mar 31 | $1.04 |
ES | Pay Day | Mar 31 | $0.75 |
HBAN | Pay Day | Apr 1 | $0.16 |
FHN | Pay Day | Apr 1 | $0.15 |
HPQ | Pay Day | Apr 2 | $0.29 |
MRK | Pay Day | Apr 7 | $0.81 |
TSM | Pay Day | Apr 10 | $0.69 |
CDI.PA | Ex-Dividend | Apr 24 | $7.83 |
CDI.PA | Pay Day | Apr 28 | $7.83 |
HM-B.ST | Ex-Dividend | May 8 | $0.31 |
HM-B.ST | Pay Day | May 14 | $0.31 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 2.4/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
-0.46
-0.46
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-21.07
-21.07
-22
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-1.26
-1.26
-2
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
-0.46
-0.46
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.55
-0.55
-1
1
2
3
3
Jensen's Alpha
-21.07
-21.07
-22
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
-1.26
-1.26
-2
0.75
1.25
2
2
Information Ratio
-0.97
-0.97
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-85.41% | Feb 2018 | - | 84 |