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+0.24%
Today
+1.2%
This Month
-4.22%
Year To Date
-2.13%
2 Years
-2.13%
5 Years
-2.84%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs13.03%
- 🖥️ Technology Services12.26%
- 🍞 Consumer Non Durables10.29%
- 💻 Electronic Technology8.75%
- 🪙 Cryptocurrencies8.32%
- 💰 Finance7.96%
- 🧬 Health Technology7.01%
- 🚗 Consumer Durables6.85%
- 🛍️ Retail Trade3.46%
- 💇♀️ Consumer Services3.43%
- 🛠️ Producer Manufacturing3.33%
- 🧪 Process Industries3.21%
- ⛏️ Energy Minerals2.2%
- 🪨 Non Energy Minerals1.74%
- 💼 Commercial Services1.31%
- 🚚 Transportation1.16%
- ⚡ Utilities0.89%
- 🏥 Health Services0.83%
- 💵 Cash0.55%
- 📡 Communications0.42%
- 📦 Distribution Services0.36%
- 🧩 Miscellaneous0.3%
- 🏭 Industrial Services0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.84%
- 🇺🇸 Nasdaq30.13%
- 🇬🇧 LSE9.08%
- 🌍 Digital Currency8.32%
- 🇦🇺 Sydney5.81%
- 🇭🇰 Hong Kong Exchanges3.26%
- 🇫🇷 Euronext Paris2.92%
- 🇩🇪 FRA1.73%
- 🇩🇪 Xetra ETFs1.48%
- 🇨🇭 SIX0.54%
- 🇳🇱 Euronext Amsterdam0.47%
- 🇳🇴 Oslo Stock Exchange0.36%
- 🇵🇹 Euronext Lisbon0.15%
- 🇪🇸 Bolsa De Madrid0.14%
- 🇸🇪 Stockholm Stock Exchange0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.19%
- 🇨🇳 China7.56%
- 🇦🇺 Australia5.88%
- 🇬🇧 United Kingdom5.85%
- 🇫🇷 France2.92%
- 🇩🇪 Germany1.73%
- 🇳🇱 Netherlands1.26%
- 🇨🇭 Switzerland0.83%
- 🇨🇦 Canada0.73%
- 🇰🇷 South Korea0.68%
- 🇯🇵 Japan0.58%
- 🇸🇬 Singapore0.44%
- 🇮🇪 Ireland0.39%
- 🇳🇴 Norway0.36%
- 🇭🇰 Hong Kong0.36%
- 🇧🇪 Belgium0.3%
- 🇮🇱 Israel0.28%
- 🇹🇼 Taiwan0.23%
- 🇨🇴 Colombia0.21%
- 🇱🇺 Luxembourg0.17%
- 🇲🇽 Mexico0.16%
- 🇵🇹 Portugal0.15%
- 🇪🇸 Spain0.14%
- 🇸🇪 Sweden0.14%
- 🇨🇱 Chile0.11%
- 🇧🇷 Brazil0.08%
Dividends
Dividend Yield
1.62%
262 out of 411 instruments pay dividend.
82 dividend payments in the next 30 days.
Highest Dividend: $PBR.A (12.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 XLE | 0.16% | 3.5% | - |
 WU | 0.08% | 9.94% | $0.94 |
 ICLN | 0.06% | 1.65% | - |
 PFE | 0.05% | 7.28% | $1.66 |
 DGE.L | 0.03% | 4.15% | $0.81 |
 1044.HK | 0.03% | 7.01% | $1.53 |
 EC | 0.02% | 11.05% | $1.62 |
 SPG | 0.02% | 5.15% | $7.75 |
 MC.PA | 0.02% | 2.76% | $13 |
 HY | 0.02% | 3.43% | $1.33 |
 UPS | 0.02% | 6.66% | $6.5 |
 VOW3.DE | 0.02% | 6.94% | $9.06 |
 ULVR.L | 0.02% | 3.25% | $1.47 |
 KDP | 0.02% | 2.81% | $0.86 |
 XOM | 0.02% | 3.76% | $3.76 |
 SBUX | 0.02% | 2.68% | $2.24 |
 PEP | 0.02% | 4.22% | $5.15 |
 SMSN.L | 0.01% | 2.2% | $23.68 |
 LEVI | 0.01% | 2.98% | $0.48 |
 CDI.PA | 0.01% | 2.97% | $13 |
 JNJ | 0.01% | 3.24% | $4.81 |
 CL | 0.01% | 2.24% | $1.96 |
 CNQ | 0.01% | 4.98% | $1.48 |
 HOG | 0.01% | 2.87% | $0.68 |
 SPY5.L | 0.01% | 1.05% | - |
 VOD | 0.01% | 4.63% | $0.94 |
 KHC | 0.01% | 5.99% | $1.6 |
 FMC | 0.01% | 5.43% | $2.32 |
 MRK | 0.01% | 4.05% | $3.04 |
 KMB | 0.01% | 3.71% | $4.8 |
 IS04.DE | 0.01% | 2.83% | - |
 WB | 0.01% | 8.29% | - |
 FMG.ASX | 0.01% | 8.91% | $2.08 |
 APA.ASX | 0.01% | 6.77% | $0.56 |
 LMT | 0.01% | 2.71% | $12.45 |
 PBR.A | 0.01% | 12.14% | $2.21 |
 LEN | 0.01% | 1.84% | $1.75 |
 EQIX | 0.01% | 1.96% | $16.19 |
 0968.HK | 0.01% | 10.55% | $0.23 |
 PLS.ASX | 0.01% | 8.69% | $0.25 |
 MDLZ | 0.01% | 2.84% | $1.7 |
 KO | 0.01% | 2.79% | $1.89 |
 WDS.ASX | 0.01% | 8.17% | $2.16 |
 WHC.ASX | 0.01% | 3.81% | $0.49 |
 TGT | 0.01% | 4.6% | $4.42 |
 QCOM | 0.01% | 2.31% | $3.25 |
 ELV | 0.01% | 1.7% | $6.22 |
 NKE | 0.01% | 2.5% | $1.45 |
 RIO.ASX | 0.01% | 8% | $6.54 |
 NTES | 0.01% | 2.17% | $2.58 |
 STO.ASX | 0.01% | 5.42% | $0.4 |
 DXS.ASX | 0.01% | 5.82% | $0.5 |
 NESN.ZU | 0.01% | 3.52% | $3 |
 WEN | 0.01% | 7.61% | $1 |
 MCD | 0.01% | 2.27% | $6.53 |
 HSY | 0.01% | 3.39% | $5.12 |
 STLA.US | 0.01% | 7.13% | $1.71 |
 F | 0.01% | 7.31% | $0.78 |
 CPB | 0.01% | 4.47% | $1.48 |
 ELD.ASX | 0.01% | 5.89% | $0.41 |
 BAS.DE | 0.01% | 5.38% | $3.4 |
 TWE.ASX | 0.01% | 4.83% | $0.34 |
 ATHM.CH | 0.01% | 6.5% | $1.68 |
 SYY | 0.01% | 2.78% | $2.01 |
 BMY | 0.01% | 5.04% | $2.34 |
 MGR.ASX | 0.01% | 4.61% | $0.1 |
 BABA | 0.01% | 0.86% | $0.98 |
 QAN.ASX | 0.01% | 2.47% | - |
 BBY | 0.01% | 5.18% | $3.72 |
 TLS.ASX | 0.01% | 3.81% | $0.18 |
 AZJ.ASX | 0.01% | 5.57% | $0.18 |
 INTC | 0.01% | 2.49% | $0.5 |
 CME | 0.01% | 3.87% | $9.75 |
 BBVA.MC | 0.01% | 4.28% | $0.45 |
 CVX | 0.01% | 4.76% | $6.28 |
 OCI.NV | 0.01% | 7.49% | $4.35 |
 EDV.ASX | 0.01% | 4.88% | $0.22 |
 LYG | 0.01% | 3.7% | $0.14 |
 PUM.DE | 0.01% | 2.82% | $0.82 |
 ES | 0.01% | 4.48% | $2.78 |
 RNO.PA | 0.01% | 5.12% | $1.85 |
 APA | 0.01% | 5.41% | $1 |
 TPG | 0.01% | 3.46% | $1.55 |
 HLAG.DE | 0.01% | 5.58% | $9.25 |
 CAG | 0.01% | 6.25% | $1.4 |
 CGF.ASX | 0.01% | 3.6% | $0.25 |
 SALM.OL | 0.01% | 4.73% | $35 |
 ABBV | 0.01% | 3.36% | $6.06 |
 GILD | 0.01% | 2.77% | $3.04 |
 AMGN | 0.01% | 3.19% | $8.76 |
 NEE | 0.01% | 3% | $1.97 |
 ADM | 0.01% | 4.26% | $1.9 |
 SIE.DE | 0.01% | 2.38% | $4.7 |
 WOR.ASX | 0.01% | 3.83% | $0.5 |
 SMG | 0.01% | 3.97% | $2.64 |
 V | 0.01% | 0.62% | $2.01 |
 TSCO | 0.01% | 1.77% | $4.26 |
 QBE.ASX | 0.01% | 3.69% | $0.62 |
 CIA.ASX | 0.01% | 5.04% | $0.22 |
 JD.US | 0% | 2.96% | $0.74 |
 QSR | 0% | 3.27% | $2.26 |
 S32.ASX | 0% | 3.31% | $0.06 |
 EVRG | 0% | 4.05% | $2.54 |
 BDX | 0% | 2.35% | $3.76 |
 VEA.ASX | 0% | 5.51% | $0.16 |
 0992.HK | 0% | 4.33% | $0.38 |
 AGRO | 0% | 3.83% | $0.33 |
 SGSN.ZU | 0% | 3.76% | $3.2 |
 SQM | 0% | 4.14% | $1.36 |
 GNC.ASX | 0% | 3.11% | $0.28 |
 ORA.ASX | 0% | 5.37% | $0.13 |
 BG | 0% | 3.76% | $2.7 |
 XEL | 0% | 3.26% | $2.13 |
 NST.ASX | 0% | 2.39% | $0.31 |
 DRI | 0% | 2.57% | $5.24 |
 ICL | 0% | 2.78% | $0.21 |
 TSCO.L | 0% | 3.51% | $0.12 |
 EIX | 0% | 5.98% | $3.04 |
 SW.PA | 0% | 4.65% | $3.1 |
 MOS | 0% | 2.47% | $0.82 |
 GIS | 0% | 4.38% | $2.36 |
 JMT.LSB | 0% | 2.76% | $0.66 |
 ML.PA | 0% | 4.22% | $1.35 |
 BX | 0% | 2.88% | $3.36 |
 TAP | 0% | 3.5% | $1.7 |
 ENR | 0% | 5.35% | $1.2 |
 CNH.US | 0% | 1.96% | $0.47 |
 HMC | 0% | 4.13% | $0.65 |
 BSL.ASX | 0% | 2.53% | $0.5 |
 MDT.US | 0% | 3.21% | $2.77 |
 DNL.ASX | 0% | 3.31% | $0.09 |
 01211.HK | 0% | 1.06% | $3.41 |
 00763.HK | 0% | 2.83% | $0.74 |
 HRL | 0% | 3.76% | $1.12 |
 DEO | 0% | 3.9% | $3.99 |
 FLT.ASX | 0% | 3.11% | $0.28 |
 VIPS | 0% | 3.14% | $0.41 |
 0700.HK | 0% | 0.88% | $3.4 |
 MOWI.OL | 0% | 3.6% | $6.9 |
 BUD | 0% | 1.19% | $0.65 |
 COP | 0% | 3.58% | $3.25 |
 BXB.ASX | 0% | 2.58% | $0.45 |
 AVD | 0% | 2.45% | $0.12 |
 BF-B | 0% | 3.19% | $0.86 |
 NUF.ASX | 0% | 4.25% | $0.09 |
 EVN.ASX | 0% | 1.35% | $0.04 |
 ADS.DE | 0% | 0.95% | $0.7 |
 AZN | 0% | 2.09% | $1.42 |
 IBKR | 0% | 0.51% | $0.55 |
 DSFIR.NV | 0% | 2.56% | $2.5 |
 APD | 0% | 2.54% | $7.04 |
 2333.HK | 0% | 4.01% | $0.33 |
 LW | 0% | 2.62% | $1.28 |
 PHIA.NV | 0% | 4.13% | - |
 MA | 0% | 0.48% | $2.46 |
 PG | 0% | 2.49% | $3.83 |
 DELL | 0% | 1.64% | $1.63 |
 ELS | 0% | 3.13% | $1.85 |
 TXN | 0% | 2.8% | $5.14 |
 FMX | 0% | 1.88% | $1.99 |
 CRM | 0% | 0.59% | $0.4 |
 K | 0% | 2.78% | $2.28 |
 NTAP | 0% | 1.96% | $2.02 |
 BWA | 0% | 1.36% | $0.44 |
 MKC | 0% | 2.34% | $1.62 |
 ALD.ASX | 0% | 2.56% | $2.15 |
 NTRS | 0% | 2.78% | $3 |
 TM | 0% | 3.12% | $4.64 |
 DE | 0% | 1.22% | $5.76 |
 YUMC | 0% | 1.86% | $0.58 |
 CF | 0% | 2.17% | $1.8 |
 00175.HK | 0% | 1.84% | $0.22 |
 MU | 0% | 0.42% | $0.46 |
 NOC | 0% | 1.73% | $7.67 |
 BSY | 0% | 0.52% | $0.22 |
 UHR.ZU | 0% | 3.27% | $6.5 |
 ATO | 0% | 2.24% | $3.16 |
 669.HK | 0% | 2.46% | $1.93 |
 TSM | 0% | 1.1% | $1.74 |
 GOOG | 0% | 0.46% | $0.2 |
 LHX | 0% | 1.93% | $4.6 |
 STZ | 0% | 2.36% | $3.68 |
 TTC | 0% | 2.19% | $1.42 |
 GD | 0% | 2.11% | $5.48 |
 ANDE | 0% | 2.22% | $0.75 |
 BK | 0% | 2.08% | $1.68 |
 ABBN.ZU | 0% | 1.9% | $0.87 |
 SU.PA | 0% | 1.71% | $3.5 |
 META | 0% | 0.29% | $1 |
 YUM | 0% | 1.91% | $2.55 |
 SEK.ASX | 0% | 1.67% | $0.42 |
 ADP | 0% | 1.84% | $5.45 |
 ORCL | 0% | 0.98% | $1.6 |
 LOW | 0% | 2.06% | $4.45 |
 AGCO | 0% | 1.15% | $1.16 |
 HEXA-B.ST | 0% | 1.56% | $1.53 |
 MSFT | 0% | 0.69% | $3 |
 OXY | 0% | 2.16% | $0.8 |
 BLK | 0% | 2.08% | $20.2 |
 ST | 0% | 1.78% | $0.48 |
 GS | 0% | 1.95% | $11 |
 CMPO | 0% | 2.16% | $0.3 |
 JOYY | 0% | 1.93% | $0.71 |
 YAR.OL | 0% | 1.36% | $5 |
 LIN | 0% | 1.22% | $5.33 |
 JJSF | 0% | 2.69% | $2.94 |
 DIS | 0% | 0.88% | $0.75 |
 FDX | 0% | 2.51% | $5.16 |
 FIS | 0% | 1.87% | $1.76 |
 LLY | 0% | 0.73% | $4.86 |
 00285.HK | 0% | 1.96% | $0.59 |
 TXRH | 0% | 1.32% | $2.32 |
 NXPI | 0% | 1.95% | $4.06 |
 TME | 0% | 0.97% | $0.12 |
 SDF.DE | 0% | 0.93% | $0.7 |
 CSL.ASX | 0% | 1.76% | $3.81 |
 EA | 0% | 0.51% | $0.76 |
 GOOGL | 0% | 0.47% | $0.2 |
 MMC | 0% | 1.42% | $2.84 |
 CTVA | 0% | 0.95% | $0.64 |
 02382.HK | 0% | 0.86% | $0.22 |
 SONY | 0% | 0.37% | $0.49 |
 WKL.NV | 0% | 1.5% | $2.08 |
 GM | 0% | 1.07% | $0.42 |
 3888.HK | 0% | 0.46% | $0.14 |
 RSG | 0% | 0.92% | $2.14 |
 AXP | 0% | 0.97% | $2.6 |
 YMM | 0% | 0.67% | $0.13 |
 CHD | 0% | 1.17% | $1.11 |
 BAYN.DE | 0% | 0.42% | $0.11 |
 WMT | 0% | 0.96% | $0.81 |
 SHW | 0% | 0.84% | $2.64 |
 WTW | 0% | 1.16% | $3.44 |
 GOR.ASX | 0% | 0.59% | $0.02 |
 AAPL | 0% | 0.5% | $0.97 |
 TCOM.CH | 0% | 0.46% | - |
 SPGI | 0% | 0.72% | $3.62 |
 DOV | 0% | 1.15% | $2.04 |
 ALB | 0% | 2.71% | $1.6 |
 AON | 0% | 0.75% | $2.52 |
 02018.HK | 0% | 0.63% | $0.1 |
 MKTX | 0% | 1.35% | $2.92 |
 BRO | 0% | 0.52% | $0.51 |
 COST | 0% | 0.47% | $19.22 |
 REGN | 0% | 0.36% | - |
 CASY | 0% | 0.45% | $1.79 |
 WING | 0% | 0.29% | $0.88 |
 WDC | 0% | 0.18% | - |
 MRVL | 0% | 0.35% | $0.24 |
 NVDA | 0% | 0.03% | $0.02 |
 WTC.ASX | 0% | 0.19% | $0.16 |
 DHR | 0% | -0.6% | $-1.05 |
 AJG | 0% | -0.76% | $-2.3 |
 EFX | 0% | -0.62% | $-1.56 |
 NDAQ | 0% | -1.16% | $-0.9 |
 EQT | 0% | -1.12% | $-0.62 |
 EMR | 0% | -1.71% | $-2.1 |
 WY | 0% | -3.07% | $-0.78 |
 ADI | -0.01% | -1.72% | $-3.56 |
 EXR | -0.01% | -4.32% | $-6.48 |
 KEY | -0.01% | -5.02% | $-0.82 |
 BEN | -0.01% | -5.81% | $-1.23 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
BDX | Ex-Dividend | Jun 9, 2025 | $1.04 |
ATO | Pay Day | Jun 9, 2025 | $0.87 |
SPG | Ex-Dividend | Jun 9, 2025 | $2.10 |
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
ELV | Ex-Dividend | Jun 10, 2025 | $1.71 |
EMR | Pay Day | Jun 10, 2025 | -$0.53 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
FIS | Ex-Dividend | Jun 10, 2025 | $0.40 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
TSCO | Pay Day | Jun 10, 2025 | $0.23 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
ENR | Pay Day | Jun 11, 2025 | $0.30 |
YAR.OL | Pay Day | Jun 11, 2025 | $0.45 |
00175.HK | Ex-Dividend | Jun 11, 2025 | $0.04 |
ADM | Pay Day | Jun 11, 2025 | $0.51 |
WKL.NV | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
HMC | Pay Day | Jun 12, 2025 | $0.70 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
BSY | Pay Day | Jun 12, 2025 | $0.07 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
ALB | Ex-Dividend | Jun 13, 2025 | $0.40 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
K | Pay Day | Jun 13, 2025 | $0.57 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
WY | Pay Day | Jun 13, 2025 | -$0.21 |
KEY | Pay Day | Jun 13, 2025 | -$0.20 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
IBKR | Pay Day | Jun 13, 2025 | $0.32 |
EFX | Pay Day | Jun 13, 2025 | -$0.50 |
DNL.ASX | Ex-Dividend | Jun 13, 2025 | $0.02 |
NDAQ | Ex-Dividend | Jun 13, 2025 | -$0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
WU | Ex-Dividend | Jun 16, 2025 | $0.24 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
AGCO | Pay Day | Jun 16, 2025 | $0.29 |
DOV | Pay Day | Jun 16, 2025 | $0.52 |
BWA | Pay Day | Jun 16, 2025 | $0.11 |
HSY | Pay Day | Jun 16, 2025 | $1.37 |
WEN | Pay Day | Jun 16, 2025 | $0.14 |
EXR | Ex-Dividend | Jun 16, 2025 | -$1.62 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
CTVA | Pay Day | Jun 16, 2025 | $0.17 |
TTC | Ex-Dividend | Jun 17, 2025 | $0.38 |
JJSF | Ex-Dividend | Jun 17, 2025 | $0.78 |
HOG | Pay Day | Jun 18, 2025 | $0.18 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
WDC | Pay Day | Jun 18, 2025 | $0.10 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
CRM | Ex-Dividend | Jun 18, 2025 | $0.42 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
ADI | Pay Day | Jun 18, 2025 | -$0.99 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
ICL | Pay Day | Jun 18, 2025 | $0.04 |
MOS | Pay Day | Jun 19, 2025 | $0.22 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
02018.HK | Pay Day | Jun 19, 2025 | $0.03 |
SALM.OL | Ex-Dividend | Jun 19, 2025 | $2.01 |
AJG | Pay Day | Jun 20, 2025 | -$0.65 |
TAP | Pay Day | Jun 20, 2025 | $0.47 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
JOYY | Ex-Dividend | Jun 23, 2025 | $0.94 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
FIS | Pay Day | Jun 24, 2025 | $0.40 |
QSR | Ex-Dividend | Jun 24, 2025 | $0.62 |
ELV | Pay Day | Jun 25, 2025 | $1.71 |
IS04.DE | Pay Day | Jun 25, 2025 | $0.00 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
KDP | Ex-Dividend | Jun 27, 2025 | $0.23 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
DHR | Ex-Dividend | Jun 27, 2025 | -$0.32 |
BEN | Ex-Dividend | Jun 27, 2025 | -$0.32 |
TSCO.L | Pay Day | Jun 27, 2025 | $0.12 |
02382.HK | Pay Day | Jun 27, 2025 | $0.07 |
669.HK | Pay Day | Jun 27, 2025 | $0.15 |
KHC | Pay Day | Jun 27, 2025 | $0.40 |
ELS | Ex-Dividend | Jun 27, 2025 | $0.52 |
ELD.ASX | Pay Day | Jun 27, 2025 | $0.12 |
NDAQ | Pay Day | Jun 27, 2025 | -$0.27 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
WU | Pay Day | Jun 30, 2025 | $0.24 |
FMC | Ex-Dividend | Jun 30, 2025 | $0.58 |
DE | Ex-Dividend | Jun 30, 2025 | $1.62 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
WTW | Ex-Dividend | Jun 30, 2025 | $0.92 |
EXR | Pay Day | Jun 30, 2025 | -$1.62 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALB | Pay Day | Jul 1, 2025 | $0.40 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
NTRS | Pay Day | Jul 1, 2025 | $0.75 |
TXRH | Pay Day | Jul 1, 2025 | $0.68 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
SALM.OL | Pay Day | Jul 2, 2025 | $2.01 |
GNC.ASX | Ex-Dividend | Jul 2, 2025 | $0.15 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
CPB | Ex-Dividend | Jul 3, 2025 | $0.39 |
NTAP | Ex-Dividend | Jul 3, 2025 | $0.52 |
DNL.ASX | Pay Day | Jul 3, 2025 | $0.02 |
JOYY | Pay Day | Jul 3, 2025 | $0.94 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
2333.HK | Ex-Dividend | Jul 8, 2025 | $0.06 |
QSR | Pay Day | Jul 8, 2025 | $0.62 |
JJSF | Pay Day | Jul 8, 2025 | $0.78 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
BBY | Pay Day | Jul 10, 2025 | $0.95 |
CRM | Pay Day | Jul 10, 2025 | $0.42 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
KDP | Pay Day | Jul 11, 2025 | $0.23 |
BEN | Pay Day | Jul 11, 2025 | -$0.32 |
ELS | Pay Day | Jul 11, 2025 | $0.52 |
TTC | Pay Day | Jul 11, 2025 | $0.38 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
HRL | Ex-Dividend | Jul 14, 2025 | $0.29 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
WTW | Pay Day | Jul 15, 2025 | $0.92 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
FMC | Pay Day | Jul 17, 2025 | $0.58 |
GNC.ASX | Pay Day | Jul 17, 2025 | $0.15 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
APA | Ex-Dividend | Jul 22, 2025 | $0.25 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
NTAP | Pay Day | Jul 23, 2025 | $0.52 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
DHR | Pay Day | Jul 25, 2025 | -$0.32 |
00175.HK | Pay Day | Jul 25, 2025 | $0.04 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
0992.HK | Ex-Dividend | Jul 30, 2025 | $0.04 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
CPB | Pay Day | Aug 4, 2025 | $0.39 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
2333.HK | Pay Day | Aug 8, 2025 | $0.06 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
0992.HK | Pay Day | Aug 13, 2025 | $0.04 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
HRL | Pay Day | Aug 15, 2025 | $0.29 |
BG | Ex-Dividend | Aug 19, 2025 | $0.70 |
APA | Pay Day | Aug 22, 2025 | $0.25 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
BG | Pay Day | Sep 2, 2025 | $0.70 |
ICLN | Pay Day | Dec 20, 2025 | $0.11 |
Performance Metrics
Score 2.2/10
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.62
-0.62
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.79
-0.79
-1
1
2
3
3
Jensen's Alpha
-9.04
-9.04
-10
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-1.65
-1.65
-2
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
0.34
0.34
0
0.8
1.2
0
2
Sharpe Ratio
-0.62
-0.62
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.79
-0.79
-1
1
2
3
3
Jensen's Alpha
-9.04
-9.04
-10
0
2
4.5
4.5
Omega Ratio
0.46
0.46
0
1
1.5
2.5
2.5
Treynor Ratio
-1.65
-1.65
-2
0.75
1.25
2
2
Information Ratio
-1.15
-1.15
-2
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.52
High:
SEK.ASX
1,306.04SEK.ASXLow:
WTW
-606.12WTWDetails
PEG Ratio
181.69
High:
KO
10,192.65KOLow:
00268.HK
-760.7700268.HKDetails
Price/Book
5.85
High:
APP
245.73APPLow:
MCD
-63.63MCDDetails
Price/Sales
4.6
High:
JANX
173.47JANXLow:
AUR
-AURDetails
Price/CF
18.2
High:
TTWO
18,296.3TTWOLow:
IBKR
1.38IBKRDetails
Price/FCF
35.28
High:
CME
34,130.22CMELow:
LYG
0.87LYGDetails
P/E Ratio
27.52
High:SEK.ASX
1,306.04SEK.ASXLow:WTW
-606.12WTWDetails
PEG Ratio
181.69
High:KO
10,192.65KOLow:00268.HK
-760.7700268.HKDetails
Price/Book
5.85
High:APP
245.73APPLow:MCD
-63.63MCDDetails
Price/Sales
4.6
High:JANX
173.47JANXLow:AUR
-AURDetails
Price/CF
18.2
High:TTWO
18,296.3TTWOLow:IBKR
1.38IBKRDetails
Price/FCF
35.28
High:CME
34,130.22CMELow:LYG
0.87LYGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-15.19% | Nov 2024 | - | 8 |
-3.12% | Jun 2024 | Jul 2024 | 1 |