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+1.55%
Today
+11.13%
This Month
+0.09%
Year To Date
+21.13%
2 Years
+42.03%
5 Years
+21.09%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies32.55%
- 🖥️ Technology Services17.39%
- 💻 Electronic Technology12.32%
- 📊 ETFs9.97%
- 💰 Finance5.22%
- 🍞 Consumer Non Durables3.46%
- 🧬 Health Technology3.17%
- 🛍️ Retail Trade2.94%
- 🛠️ Producer Manufacturing1.96%
- 🚚 Transportation1.73%
- 🏭 Industrial Services1.19%
- 🚗 Consumer Durables1.02%
- 🧪 Process Industries0.99%
- 🧩 Miscellaneous0.88%
- 🪨 Non Energy Minerals0.84%
- ⚡ Utilities0.68%
- ⛏️ Energy Minerals0.65%
- 📡 Communications0.61%
- 💼 Commercial Services0.52%
- 💇♀️ Consumer Services0.43%
- 📦 Distribution Services0.18%
- 💹 Forex0.06%
- 🌾 Commodities0.04%
- 🏥 Health Services0.04%
- 💵 Cash0.01%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency32.55%
- 🇺🇸 Nasdaq31.86%
- 🇺🇸 NYSE26.21%
- 🇬🇧 LSE4.14%
- 🇩🇪 FRA0.9%
- 🇫🇷 Euronext Paris0.66%
- 🇩🇪 Xetra ETFs0.59%
- 🇭🇰 Hong Kong Exchanges0.52%
- 🇮🇹 Borsa Italiana0.28%
- 🇳🇱 Euronext Amsterdam0.2%
- 🇨🇭 SIX0.2%
- 🇺🇸 Chicago Board Options Exchange0.18%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🇪🇸 Bolsa De Madrid0.12%
- 🇩🇰 Copenhagen Stock Exchange0.11%
- 🇸🇪 Stockholm Stock Exchange0.11%
- 🌍 FX0.06%
- 🌍 Commodity0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.07%
- 🇬🇧 United Kingdom3.51%
- 🇩🇪 Germany1.57%
- 🇨🇳 China1.41%
- 🇨🇦 Canada1.38%
- 🇱🇺 Luxembourg0.78%
- 🇪🇸 Spain0.74%
- 🇫🇷 France0.66%
- 🇹🇼 Taiwan0.56%
- 🇮🇪 Ireland0.46%
- 🇳🇱 Netherlands0.31%
- 🇩🇰 Denmark0.3%
- 🇮🇹 Italy0.28%
- 🇸🇬 Singapore0.27%
- 🇨🇭 Switzerland0.23%
- 🇬🇷 Greece0.21%
- 🇳🇴 Norway0.12%
- 🇫🇮 Finland0.11%
- 🇯🇵 Japan0.1%
- 🇧🇷 Brazil0.1%
- 🇧🇲 Bermuda0.09%
- 🇺🇾 Uruguay0.05%
- 🇮🇱 Israel0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇿🇦 South Africa0.01%
Dividends
Dividend Yield
0.62%
194 out of 343 instruments pay dividend.
32 dividend payments in the next 30 days.
Highest Dividend: $HAUTO.OL (35.16%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BTI | 0.04% | 5.83% | $2.92 |
 HSBC | 0.04% | 5.22% | $3.03 |
 ENB | 0.04% | 5.72% | $2.66 |
 QQQ | 0.03% | 0.58% | - |
 PFE | 0.03% | 6.99% | $1.66 |
 F | 0.02% | 6.72% | $0.78 |
 T | 0.02% | 4.12% | $1.11 |
 HAUTO.OL | 0.02% | 35.16% | - |
 PM | 0.02% | 3.02% | $5.2 |
 DB | 0.02% | 2.45% | $0.49 |
 QCOM | 0.02% | 2.22% | $3.25 |
 IBM | 0.01% | 2.34% | $6.65 |
 LLY | 0.01% | 0.75% | $4.86 |
 SAN | 0.01% | 2% | $0.13 |
 SPY5.L | 0.01% | 1.05% | - |
 WAWI.OL | 0.01% | 14.52% | - |
 MRX | 0.01% | 1.53% | - |
 IS04.DE | 0.01% | 2.83% | - |
 NDA_SE.ST | 0.01% | 7.68% | $10.62 |
 AEM | 0.01% | 1.31% | $1.6 |
 ABBV | 0.01% | 3.42% | $6.06 |
 MSFT | 0.01% | 0.65% | $3 |
 ISP.MI | 0.01% | 6.91% | $0.3 |
 BEI.DE | 0.01% | 0.93% | $1 |
 CNQ | 0.01% | 5.1% | $1.48 |
 INSW | 0.01% | 10.29% | $5.74 |
 MC.PA | 0.01% | 2.76% | $13 |
 INGA.NV | 0.01% | 5.4% | $1.11 |
 LAND.L | 0.01% | 6.98% | $0.4 |
 DVY | 0.01% | 3.69% | - |
 TSM | 0.01% | 0.95% | $1.74 |
 SBLK | 0.01% | 7.76% | $1.82 |
 DAC | 0.01% | 3.73% | $3.15 |
 GOOG | 0.01% | 0.44% | $0.2 |
 BBY | 0.01% | 5.6% | $3.72 |
 ITUB | 0.01% | 5.38% | $0.15 |
 SW.PA | 0% | 5.17% | $3.1 |
 NEXI.MI | 0% | 4.88% | - |
 NEE | 0% | 2.85% | $1.97 |
 TGT | 0% | 4.35% | $4.42 |
 CVX | 0% | 4.45% | $6.28 |
 ES | 0% | 4.49% | $2.78 |
 BAER.ZU | 0% | 4.67% | $2.6 |
 C | 0% | 2.44% | $2.12 |
 PEP | 0% | 3.83% | $5.15 |
 EVRG | 0% | 3.84% | $2.54 |
 RF.PA | 0% | 4.11% | $2.42 |
 NWG | 0% | 4.02% | $0.42 |
 0390.HK | 0% | 5.08% | $0.21 |
 JNJ | 0% | 3.1% | $4.81 |
 XEL | 0% | 3.18% | $2.13 |
 IVV | 0% | 1.31% | - |
 BABA | 0% | 0.86% | $0.98 |
 EIX | 0% | 6.38% | $3.04 |
 KO | 0% | 2.88% | $1.89 |
 AVGO | 0% | 0.81% | $19.7 |
 KMB | 0% | 3.89% | $4.8 |
 AALB.NV | 0% | 3.54% | $1.13 |
 INTC | 0% | 2.16% | $0.5 |
 MCD | 0% | 2.35% | $6.53 |
 LMT | 0% | 2.85% | $12.45 |
 NKE | 0% | 2.17% | $1.45 |
 MDT.US | 0% | 3.14% | $2.77 |
 IBKR | 0% | 0.45% | $0.55 |
 SYY | 0% | 2.64% | $2.01 |
 EEM | 0% | 2.23% | - |
 TEP.PA | 0% | 4.85% | $3.85 |
 APD | 0% | 2.42% | $7.04 |
 PG | 0% | 2.66% | $3.83 |
 ELS | 0% | 3.2% | $1.85 |
 TXN | 0% | 2.51% | $5.14 |
 NTES | 0% | 2.02% | $2.58 |
 MU | 0% | 0.4% | $0.46 |
 MKC | 0% | 2.48% | $1.62 |
 3323.HK | 0% | 3.91% | $0.25 |
 BCS | 0% | 2.26% | $0.39 |
 NOC | 0% | 1.64% | $7.67 |
 ATO | 0% | 2.18% | $3.16 |
 META | 0% | 0.29% | $1 |
 ELIS.PA | 0% | 1.81% | $0.43 |
 NOVO-B.CO | 0% | 2.75% | $9.4 |
 CCOI | 0% | 7.99% | $3.84 |
 LHX | 0% | 1.8% | $4.6 |
 CL | 0% | 2.35% | $1.96 |
 GD | 0% | 1.95% | $5.48 |
 IAG.L | 0% | 1.88% | - |
 ADI | 0% | 1.58% | $3.56 |
 AXP | 0% | 0.99% | $2.6 |
 ADP | 0% | 1.99% | $5.45 |
 PAH3.DE | 0% | 5.6% | $2.56 |
 LOW | 0% | 2.12% | $4.45 |
 BDX | 0% | 2.28% | $3.76 |
 GOOGL | 0% | 0.44% | $0.2 |
 USRT | 0% | 2.81% | - |
 VRSN | 0% | 0.27% | - |
 1186.HK | 0% | 6.04% | $0.35 |
 JOYY | 0% | 1.72% | $0.71 |
 GS | 0% | 1.84% | $11 |
 LIN | 0% | 1.24% | $5.33 |
 JPM | 0% | 1.82% | $4.4 |
 1800.HK | 0% | 6.15% | $0.32 |
 JXN | 0% | 3.43% | $2.64 |
 RTX | 0% | 1.73% | $2.44 |
 0700.HK | 0% | 0.87% | $3.4 |
 HWM | 0% | 0.19% | $0.19 |
 ABBN.ZU | 0% | 1.73% | $0.87 |
 PUK | 0% | 1.88% | $0.41 |
 CRH.L | 0% | 1.61% | $1.61 |
 RR.L | 0% | 0.6% | - |
 XLU | 0% | 2.78% | - |
 AMAT | 0% | 0.9% | $1.44 |
 CRM | 0% | 0.62% | $0.4 |
 ORCL | 0% | 0.73% | $1.6 |
 ACN | 0% | 2.1% | $4.99 |
 MTUM | 0% | 0.83% | - |
 IBE.MC | 0% | 3.32% | $0.45 |
 AAPL | 0% | 0.48% | $0.97 |
 RSG | 0% | 0.96% | $2.14 |
 CHD | 0% | 1.2% | $1.11 |
 SHW | 0% | 0.91% | $2.64 |
 GEV | 0% | 0.13% | - |
 ASML | 0% | 0.83% | $5.57 |
 GE | 0% | 0.49% | $0.44 |
 ROCKB.CO | 0% | 2.16% | $43 |
 ORA.PA | 0% | 5.67% | $0.72 |
 RHM.DE | 0% | 0.44% | $5.7 |
 SPGI | 0% | 0.72% | $3.62 |
 BA.L | 0% | 1.71% | $0.3 |
 XLF | 0% | 1.4% | - |
 GAW.L | 0% | 3.13% | $5.5 |
 UBSG.ZU | 0% | 2.54% | $0.64 |
 ETN | 0% | 1.02% | $3.6 |
 NVDA | 0% | 0.02% | $0.02 |
 PRY.MI | 0% | 1.24% | $0.7 |
 GRMN | 0% | 1.58% | $3.71 |
 WFC | 0% | 1.98% | $1.4 |
 TT | 0% | 0.82% | $3.27 |
 SU.PA | 0% | 1.64% | $3.5 |
 URA | 0% | 2.39% | - |
 EA | 0% | 0.51% | $0.76 |
 BRO | 0% | 0.56% | $0.51 |
 IDR.MC | 0% | 0.52% | $0.2 |
 CASY | 0% | 0.41% | $1.79 |
 JOE | 0% | 1.13% | $0.48 |
 01211.HK | 0% | 1.15% | $3.41 |
 SW | 0% | 3.27% | $1.18 |
 CVGW | 0% | 3.03% | $0.4 |
 NEX.PA | 0% | 2.25% | $2.3 |
 SH | 0% | 5.66% | - |
 3888.HK | 0% | 0.42% | $0.14 |
 AU | 0% | 1.94% | $0.22 |
 SONY | 0% | 0.41% | $0.49 |
 PGRE | 0% | 0.55% | $0.14 |
 LDO.MI | 0% | 1.06% | $0.28 |
 0968.HK | 0% | 8.9% | $0.23 |
 BARC.L | 0% | 2.41% | $0.08 |
 FINV | 0% | 2.61% | $0.24 |
 INDA | 0% | 0.74% | - |
 AER | 0% | 0.93% | $0.25 |
 UI | 0% | 0.52% | $2.4 |
 WDC | 0% | 0.15% | - |
 SIE.DE | 0% | 2.33% | $4.7 |
 9988.HK | 0% | 0.89% | $0.98 |
 GFI | 0% | 1.83% | $0.31 |
 V | 0% | 0.66% | $2.01 |
 VIE.PA | 0% | 4.61% | $1.25 |
 VRSK | 0% | 0.56% | $1.46 |
 LNG | 0% | 0.82% | $1.7 |
 CARR | 0% | 1.13% | $0.76 |
 SSRM | 0% | 0.63% | $0.28 |
 AGX | 0% | 0.73% | $1.15 |
 INTU | 0% | 0.55% | $3.6 |
 MCK | 0% | 0.4% | $2.48 |
 MA | 0% | 0.53% | $2.46 |
 BCC | 0% | 1% | $0.8 |
 WAB | 0% | 0.45% | $0.74 |
 ECL | 0% | 0.94% | $2.24 |
 COST | 0% | 0.52% | $19.22 |
 PVH | 0% | -0.21% | $-0.15 |
 ODFL | 0% | -0.67% | $-0.92 |
 SSD | 0% | -0.71% | $-1.09 |
 IBP | 0% | -0.78% | $-1.36 |
 HXL | 0% | -1.06% | $-0.55 |
 LFUS | 0% | -1.19% | $-2.6 |
 ESI | 0% | -1.29% | $-0.32 |
 NTAP | 0% | -1.92% | $-2.02 |
 DG.US | 0% | -2.14% | $-2.36 |
 MGY | 0% | -2.42% | $-0.49 |
 CBT | -0.01% | -2.35% | $-1.63 |
 TRNO | -0.01% | -3.47% | $-1.8 |
 PR | -0.01% | -3.79% | $-0.21 |
 EMN | -0.01% | -4.24% | $-3.22 |
 RYN | -0.01% | -4.68% | $-1.14 |
 WPP | -0.02% | -9.38% | $-2.45 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MKC | Pay Day | Jul 21, 2025 | $0.45 |
CARR | Ex-Dividend | Jul 21, 2025 | $0.22 |
GEV | Ex-Dividend | Jul 21, 2025 | $0.25 |
MU | Pay Day | Jul 22, 2025 | $0.12 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
NTAP | Pay Day | Jul 23, 2025 | -$0.52 |
ORCL | Pay Day | Jul 24, 2025 | $0.50 |
SSD | Pay Day | Jul 24, 2025 | -$0.29 |
GE | Pay Day | Jul 25, 2025 | $0.36 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
LAND.L | Pay Day | Jul 25, 2025 | $0.16 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
ASML | Ex-Dividend | Jul 29, 2025 | $1.86 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
CVGW | Pay Day | Jul 30, 2025 | $0.20 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
EIX | Pay Day | Jul 31, 2025 | $0.83 |
TXN | Ex-Dividend | Jul 31, 2025 | $1.36 |
0390.HK | Pay Day | Jul 31, 2025 | $0.02 |
T | Pay Day | Aug 1, 2025 | $0.28 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
CASY | Ex-Dividend | Aug 1, 2025 | $0.57 |
C | Ex-Dividend | Aug 4, 2025 | $0.60 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
ASML | Pay Day | Aug 6, 2025 | $1.86 |
AXP | Pay Day | Aug 8, 2025 | $0.82 |
MA | Pay Day | Aug 8, 2025 | $0.76 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
LNG | Ex-Dividend | Aug 8, 2025 | $0.50 |
CARR | Pay Day | Aug 8, 2025 | $0.22 |
TXN | Pay Day | Aug 12, 2025 | $1.36 |
TGT | Ex-Dividend | Aug 13, 2025 | $1.14 |
WAB | Ex-Dividend | Aug 14, 2025 | $0.25 |
PG | Pay Day | Aug 15, 2025 | $1.06 |
RTX | Ex-Dividend | Aug 15, 2025 | $0.68 |
CL | Pay Day | Aug 15, 2025 | $0.52 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
ABBV | Pay Day | Aug 15, 2025 | $1.64 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
LLY | Ex-Dividend | Aug 15, 2025 | $1.50 |
SHW | Ex-Dividend | Aug 15, 2025 | $0.79 |
CASY | Pay Day | Aug 15, 2025 | $0.57 |
1800.HK | Pay Day | Aug 15, 2025 | $0.02 |
1186.HK | Pay Day | Aug 15, 2025 | $0.04 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
LNG | Pay Day | Aug 18, 2025 | $0.50 |
GEV | Pay Day | Aug 18, 2025 | $0.25 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
AMAT | Ex-Dividend | Aug 21, 2025 | $0.46 |
C | Pay Day | Aug 22, 2025 | $0.60 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
SPGI | Ex-Dividend | Aug 26, 2025 | $0.96 |
WAB | Pay Day | Aug 28, 2025 | $0.25 |
GS | Ex-Dividend | Aug 29, 2025 | $4.00 |
IBKR | Ex-Dividend | Aug 29, 2025 | $0.08 |
CBT | Ex-Dividend | Aug 29, 2025 | -$0.45 |
TGT | Pay Day | Sep 1, 2025 | $1.14 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
LMT | Ex-Dividend | Sep 2, 2025 | $3.30 |
AEM | Ex-Dividend | Sep 2, 2025 | $0.40 |
RTX | Pay Day | Sep 4, 2025 | $0.68 |
QCOM | Ex-Dividend | Sep 4, 2025 | $0.89 |
SHW | Pay Day | Sep 5, 2025 | $0.79 |
LHX | Ex-Dividend | Sep 5, 2025 | $1.20 |
TT | Ex-Dividend | Sep 5, 2025 | $0.94 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
SPGI | Pay Day | Sep 10, 2025 | $0.96 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
CBT | Pay Day | Sep 11, 2025 | -$0.45 |
GRMN | Ex-Dividend | Sep 12, 2025 | $0.90 |
IBKR | Pay Day | Sep 12, 2025 | $0.08 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
AEM | Pay Day | Sep 15, 2025 | $0.40 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
RYN | Ex-Dividend | Sep 16, 2025 | -$0.27 |
LHX | Pay Day | Sep 22, 2025 | $1.20 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
GRMN | Pay Day | Sep 26, 2025 | $0.90 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
TT | Pay Day | Sep 30, 2025 | $0.94 |
RYN | Pay Day | Sep 30, 2025 | -$0.27 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
APD | Ex-Dividend | Oct 1, 2025 | $1.79 |
BTI | Ex-Dividend | Oct 3, 2025 | $0.75 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
APD | Pay Day | Nov 10, 2025 | $1.79 |
BTI | Pay Day | Nov 13, 2025 | $0.75 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-14
-14
-14
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Beta
1.86
1.86
0
0.8
1.2
0
2
Sharpe Ratio
0.35
0.35
0
0.5
1
1.5
1.5
Sortino Ratio
0.6
0.6
0
1
2
3
3
Jensen's Alpha
-14
-14
-14
0
2
4.5
4.5
Omega Ratio
0.93
0.93
0
1
1.5
2.5
2.5
Treynor Ratio
0.53
0.53
0
0.75
1.25
2
2
Information Ratio
-0.1
-0.1
-1
0.3
0.6
1
1
Calmar Ratio
0.39
0.39
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.05
High:
PLTR
670.39PLTRLow:
BILL
-2,173.46BILLDetails
PEG Ratio
235.49
High:
KO
9,978.59KOLow:
ZS
-2,309.44ZSDetails
Price/Book
10.76
High:
VRSK
343.52VRSKLow:
RR.L
-93.72RR.LDetails
Price/Sales
8.75
High:PLTR
125.81PLTRLow:
CRBP
-CRBPDetails
Price/CF
21.78
High:
TTWO
18,296.3TTWOLow:
OPFI
0.67OPFIDetails
Price/FCF
38.83
High:
PEP
5,253.35PEPLow:OPFI
0.71OPFIDetails
P/E Ratio
38.05
High:PLTR
670.39PLTRLow:BILL
-2,173.46BILLDetails
PEG Ratio
235.49
High:KO
9,978.59KOLow:ZS
-2,309.44ZSDetails
Price/Book
10.76
High:VRSK
343.52VRSKLow:RR.L
-93.72RR.LDetails
Price/Sales
8.75
High:PLTR
125.81PLTRLow:CRBP
-CRBPDetails
Price/CF
21.78
High:TTWO
18,296.3TTWOLow:OPFI
0.67OPFIDetails
Price/FCF
38.83
High:PEP
5,253.35PEPLow:OPFI
0.71OPFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.88% | Apr 2024 | - | 16 |
-11.85% | Aug 2023 | Nov 2023 | 3 |
-0.64% | Jan 2024 | Feb 2024 | 1 |