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+0.14%
This Month
+35.42%
Year To Date
+70.49%
2 Years
+25.51%
5 Years
+25.51%
10 Years
+4.81%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs27.1%
- 🖥️ Technology Services17.31%
- 🚗 Consumer Durables10.83%
- 💻 Electronic Technology10.75%
- 🪙 Cryptocurrencies8.44%
- 🛍️ Retail Trade3.92%
- 📡 Communications3%
- 🚚 Transportation2.31%
- 💰 Finance2.24%
- 💇♀️ Consumer Services2.14%
- 💵 Cash1.61%
- 💼 Commercial Services1.16%
- 🛠️ Producer Manufacturing0.99%
- 🧩 Miscellaneous0.88%
- 🏥 Health Services0.68%
- 🍞 Consumer Non Durables0.47%
- 🪨 Non Energy Minerals0.47%
- 🧬 Health Technology0.47%
- 🧪 Process Industries0.45%
- ⚡ Utilities0.31%
- ⛏️ Energy Minerals0.29%
- 💹 Forex0.14%
- 🏭 Industrial Services0.07%
- 📈 Indexes0.03%
- 🌾 Commodities0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE40.11%
- 🇺🇸 Nasdaq27.15%
- 🌍 Digital Currency8.44%
- 🇬🇧 LSE4.35%
- 🇺🇸 Chicago Board Options Exchange3.41%
- 🇩🇪 FRA2.61%
- 🇩🇪 Xetra ETFs2.21%
- 🇳🇴 Oslo Stock Exchange2.1%
- 🇳🇱 Euronext Amsterdam0.76%
- 🇨🇭 SIX0.74%
- 🇩🇰 Copenhagen Stock Exchange0.65%
- 🇫🇷 Euronext Paris0.61%
- 🇭🇰 Hong Kong Exchanges0.44%
- 🇮🇹 Borsa Italiana0.25%
- 🇸🇪 Stockholm Stock Exchange0.2%
- 🇪🇸 Bolsa De Madrid0.14%
- 🌍 FX0.14%
- 🇫🇮 Helsinki Stock Exchange0.08%
- 🌍 CFD0.03%
- 🇦🇺 Sydney0.02%
- 🌍 Commodity0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.2%
- 🇳🇱 Netherlands8.99%
- 🇩🇪 Germany4.19%
- 🇨🇦 Canada2.13%
- 🇳🇴 Norway2.1%
- 🇬🇧 United Kingdom2.04%
- 🇨🇳 China1.45%
- 🇩🇰 Denmark0.65%
- 🇫🇷 France0.61%
- 🇦🇹 Austria0.47%
- 🇵🇰 Pakistan0.37%
- 🇯🇵 Japan0.32%
- 🇨🇭 Switzerland0.27%
- 🇮🇹 Italy0.26%
- 🇰🇷 South Korea0.21%
- 🇸🇪 Sweden0.2%
- 🇹🇼 Taiwan0.18%
- 🇮🇩 Indonesia0.14%
- 🇪🇸 Spain0.14%
- 🇨🇾 Cyprus0.14%
- 🇺🇾 Uruguay0.13%
- 🇦🇷 Argentina0.09%
- 🇫🇮 Finland0.08%
- 🇧🇲 Bermuda0.08%
- 🇮🇳 India0.08%
- 🇱🇺 Luxembourg0.06%
- 🇮🇱 Israel0.06%
- 🇰🇾 Cayman Islands0.04%
- 🇦🇺 Australia0.01%
- 🇧🇷 Brazil0.01%
- 🇮🇪 Ireland0.01%
- 🇸🇬 Singapore0.01%
- 🇳🇿 New Zealand0%
Dividends
Dividend Yield
0.87%
198 out of 335 instruments pay dividend.
39 dividend payments in the next 30 days.
Highest Dividend: $ETL.PA (22.13%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 NAS.OL | 0.11% | 5.63% | - |
 BSV | 0.04% | 3.58% | - |
 ETL.PA | 0.03% | 22.13% | - |
 TLT | 0.03% | 4.3% | - |
 VOW3.DE | 0.03% | 6.37% | $9.06 |
 EWU | 0.02% | 3.87% | - |
 VOO | 0.02% | 1.22% | - |
 MPCC.OL | 0.02% | 18.44% | $5.9 |
 ARKG.L | 0.02% | 5.53% | - |
 BNP.PA | 0.02% | 6.26% | $4.6 |
 MCHI | 0.02% | 2.59% | - |
 FEZ | 0.01% | 2.45% | - |
 SAP.DE | 0.01% | 1.03% | $2.2 |
 IBZL.L | 0.01% | 6.41% | - |
 EWJ | 0.01% | 2.2% | - |
 EWY | 0.01% | 1.81% | - |
 ALV.DE | 0.01% | 4.38% | $13.8 |
 PFE | 0.01% | 6.92% | $1.66 |
 DFEN | 0.01% | 0.39% | - |
 F | 0.01% | 6.41% | $0.78 |
 IAEX.L | 0.01% | 2% | - |
 KWEB | 0.01% | 3% | - |
 VNQ | 0.01% | 3.89% | - |
 UNH | 0.01% | 2.74% | $7.74 |
 IWM | 0.01% | 1.15% | - |
 BND | 0.01% | 3.73% | - |
 TLK | 0.01% | 5.17% | $0.84 |
 PSN.L | 0.01% | 5.49% | $0.6 |
 UDVD.L | 0.01% | 2.09% | - |
 BARN.ZU | 0.01% | 2.58% | $29 |
 EQIX | 0.01% | 2.38% | $16.19 |
 T | 0.01% | 3.76% | $1.11 |
 RSP | 0.01% | 1.58% | - |
 XLP | 0.01% | 2.48% | - |
 BBEU | 0.01% | 3.57% | - |
 VTV | 0.01% | 2.19% | - |
 MSFT | 0.01% | 0.67% | $3 |
 EQR | 0.01% | 4.11% | $2.66 |
 VBK | 0.01% | 0.54% | - |
 EKTAB.ST | 0.01% | 5.41% | $2.4 |
 TM | 0.01% | 2.71% | $4.64 |
 HSBC | 0.01% | 5.01% | $3.03 |
 HDV | 0.01% | 3.46% | - |
 EWN | 0.01% | 2.03% | - |
 FRO | 0.01% | 4.89% | $2.17 |
 IXJ | 0.01% | 1.6% | - |
 BIL | 0.01% | 4.58% | - |
 IEMG | 0.01% | 3.13% | - |
 IEF | 0% | 3.7% | - |
 SSTK | 0% | 6.4% | $1.14 |
 EWA | 0% | 3.09% | - |
 RMV.L | 0% | 1.37% | $0.09 |
 NN.NV | 0% | 6.12% | $3.2 |
 GOOG | 0% | 0.35% | $0.2 |
 VWO | 0% | 2.81% | - |
 IBE.MC | 0% | 3.3% | $0.45 |
 XLRE | 0% | 3.34% | - |
 ALB | 0% | 2% | $1.6 |
 AGNC | 0% | 13.97% | $1.44 |
 ITWN.L | 0% | 2.59% | - |
 INDA | 0% | 0.72% | - |
 RR.L | 0% | 0.98% | - |
 SHV | 0% | 4.63% | - |
 ENT.L | 0% | 2.22% | $0.18 |
 GS | 0% | 1.76% | $11 |
 LMT | 0% | 2.86% | $12.45 |
 ZPRI.DE | 0% | 2.93% | - |
 SMSN.L | 0% | 1.69% | $23.68 |
 JDW.L | 0% | 2.34% | - |
 EWT | 0% | 2.1% | - |
 JPM | 0% | 1.8% | $4.4 |
 CVS | 0% | 3.62% | $2.54 |
 OXY | 0% | 2.07% | $0.8 |
 ICLN | 0% | 1.94% | - |
 NOKIA.HE | 0% | 3.62% | $0.13 |
 FUR.NV | 0% | 6.75% | - |
 EWG | 0% | 1.6% | - |
 EDEN.PA | 0% | 5.06% | $1.1 |
 INGA.NV | 0% | 5.15% | $1.11 |
 SCCO | 0% | 2.76% | $3.76 |
 DIS | 0% | 0.85% | $0.75 |
 BG | 0% | 3.34% | $2.7 |
 SOXS | 0% | 9.84% | - |
 SSO | 0% | 0.81% | - |
 QCOM | 0% | 2.18% | $3.25 |
 SPY5.L | 0% | 1.05% | - |
 VWS.CO | 0% | 0.44% | - |
 LDO.MI | 0% | 1.1% | $0.28 |
 IBM | 0% | 2.7% | $6.65 |
 TQQQ | 0% | 1.11% | - |
 GDX | 0% | 0.77% | - |
 NEE | 0% | 3.14% | $1.97 |
 AAPL | 0% | 0.43% | $0.97 |
 RHM.DE | 0% | 0.47% | $5.7 |
 RSPT | 0% | 0.42% | - |
 IS04.DE | 0% | 2.83% | - |
 TSM | 0% | 1.01% | $1.74 |
 INTC | 0% | 0.51% | $0.5 |
 ORCL | 0% | 0.77% | $1.6 |
 9988.HK | 0% | 0.78% | $0.98 |
 MINT | 0% | 5.03% | - |
 JPST | 0% | 4.83% | - |
 MC.PA | 0% | 2.63% | $13 |
 LRCX | 0% | 0.92% | $8 |
 CF | 0% | 2.38% | $1.8 |
 IFX.DE | 0% | 1.11% | $0.35 |
 LDOS | 0% | 0.9% | $1.5 |
 META | 0% | 0.27% | $1 |
 NOC | 0% | 1.51% | $7.67 |
 BESI.NV | 0% | 2.01% | $2.15 |
 ENI.MI | 0% | 7% | $0.94 |
 PRX.NV | 0% | 0.38% | $0.07 |
 ASML | 0% | 0.78% | $5.57 |
 ITA | 0% | 0.58% | - |
 DE | 0% | 1.37% | $5.76 |
 VGT | 0% | 0.47% | - |
 AXP | 0% | 0.93% | $2.6 |
 HO.PA | 0% | 1.67% | $3.4 |
 URA | 0% | 1.91% | - |
 AVGO | 0% | 0.69% | $19.7 |
 QQQ | 0% | 0.51% | - |
 BA.L | 0% | 1.92% | $0.3 |
 ISP.MI | 0% | 6.44% | $0.3 |
 BABA | 0% | 0.76% | $0.98 |
 PBR | 0% | 15.13% | $1.73 |
 0700.HK | 0% | 0.74% | $3.4 |
 P911.DE | 0% | 5.25% | $2.31 |
 TAN | 0% | 0.48% | - |
 CHE | 0% | 0.45% | $1.6 |
 ASML.NV | 0% | 0.98% | $6.1 |
 00285.HK | 0% | 1.47% | $0.59 |
 COST | 0% | 0.51% | $19.22 |
 SPXL | 0% | 0.91% | - |
 BP.L | 0% | 5.9% | $0.23 |
 NOVO-B.CO | 0% | 3.33% | $9.4 |
 ABN.NV | 0% | 5.15% | $1.51 |
 PBR.A | 0% | 10.4% | $2.21 |
 GE | 0% | 0.46% | $0.44 |
 THEON.NV | 0% | 1.47% | - |
 ENEL.MI | 0% | 5.99% | $0.43 |
 NVDA | 0% | 0.02% | $0.02 |
 9618.HK | 0% | 3.19% | $2.97 |
 LLY | 0% | 0.8% | $4.86 |
 SHEL | 0% | 3.97% | $2.7 |
 AMAT | 0% | 1.06% | $1.44 |
 SONY | 0% | 0.35% | $0.49 |
 ORSTED.CO | 0% | 0.46% | - |
 MA | 0% | 0.5% | $2.46 |
 LHX | 0% | 1.75% | $4.6 |
 V | 0% | 0.69% | $2.01 |
 LHA.DE | 0% | 3.98% | $0.3 |
 RNO.PA | 0% | 6.69% | $1.85 |
 BAB.L | 0% | 0.6% | $0.02 |
 MUR | 0% | 5.17% | $1.15 |
 RIGD.L | 0% | 0.35% | $0.18 |
 RMS.PA | 0% | 1.28% | $25 |
 MRVL | 0% | 0.38% | $0.24 |
 TTE.PA | 0% | 6.33% | $3.06 |
 SPY | 0% | 1.16% | - |
 TEP.PA | 0% | 6.37% | $3.85 |
 VIE.PA | 0% | 4.93% | $1.25 |
 SOXL | 0% | 1.07% | - |
 LNG | 0% | 0.85% | $1.7 |
 CL | 0% | 2.4% | $1.96 |
 NWG | 0% | 4.57% | $0.42 |
 UCG.MI | 0% | 3.69% | $1.8 |
 ENGI.PA | 0% | 8.4% | $1.43 |
 VTEB | 0% | 3.27% | - |
 LAND.L | 0% | 7.49% | $0.4 |
 JNJ | 0% | 2.86% | $4.81 |
 MDT.US | 0% | 3.04% | $2.77 |
 CVE | 0% | 3.49% | $0.44 |
 BAC | 0% | 2.14% | $0.96 |
 CRM | 0% | 0.65% | $0.4 |
 FIS | 0% | 2.28% | $1.76 |
 ELV | 0% | 2.16% | $6.22 |
 ITUB | 0% | 5.56% | $0.15 |
 LOW | 0% | 1.75% | $4.45 |
 CS.PA | 0% | 5.45% | $1.98 |
 AEG | 0% | 4.98% | $0.28 |
 PEP | 0% | 3.81% | $5.15 |
 SAN.PA | 0% | 4.94% | $3.76 |
 NEXI.MI | 0% | 4.77% | - |
 VTI | 0% | 1.22% | - |
 SBUX | 0% | 2.86% | $2.24 |
 KO | 0% | 2.97% | $1.89 |
 ASM.NV | 0% | 0.72% | $2.75 |
 INFY | 0% | 2.64% | $0.39 |
 RYAAY | 0% | 1.61% | $0.93 |
 BAYN.DE | 0% | 0.39% | $0.11 |
 SIKA.ZU | 0% | 1.94% | $3.3 |
 MU | 0% | 0.35% | $0.46 |
 QQQJ | 0% | 0.67% | - |
 HDB | 0% | 0.91% | $0.6 |
 WTC.ASX | 0% | 0.24% | $0.16 |
 LTMC.MI | 0% | 1.33% | $0.26 |
 RACE | 0% | 0.72% | $2.64 |
 REY.MI | 0% | 0.96% | $1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
ABN.NV | Pay Day | Sep 9, 2025 | $0.63 |
IBM | Pay Day | Sep 10, 2025 | $1.68 |
AGNC | Pay Day | Sep 10, 2025 | $0.12 |
ELV | Ex-Dividend | Sep 10, 2025 | $1.71 |
LLY | Pay Day | Sep 10, 2025 | $1.50 |
FIS | Ex-Dividend | Sep 10, 2025 | $0.40 |
OXY | Ex-Dividend | Sep 10, 2025 | $0.24 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
AMAT | Pay Day | Sep 11, 2025 | $0.46 |
ALB | Ex-Dividend | Sep 12, 2025 | $0.40 |
FRO | Ex-Dividend | Sep 12, 2025 | $0.36 |
WTC.ASX | Ex-Dividend | Sep 12, 2025 | $0.05 |
NWG | Pay Day | Sep 12, 2025 | $0.26 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
KO | Ex-Dividend | Sep 15, 2025 | $0.51 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
NEE | Pay Day | Sep 15, 2025 | $0.57 |
LDOS | Ex-Dividend | Sep 15, 2025 | $0.40 |
CVE | Ex-Dividend | Sep 15, 2025 | $0.14 |
TSM | Ex-Dividend | Sep 16, 2025 | $0.82 |
NOC | Pay Day | Sep 17, 2025 | $2.31 |
EQIX | Pay Day | Sep 17, 2025 | $4.69 |
SSTK | Pay Day | Sep 18, 2025 | $0.33 |
ENI.MI | Ex-Dividend | Sep 22, 2025 | $0.31 |
SHEL | Pay Day | Sep 22, 2025 | $0.72 |
LHX | Pay Day | Sep 22, 2025 | $1.20 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
ENI.MI | Pay Day | Sep 24, 2025 | $0.31 |
FIS | Pay Day | Sep 24, 2025 | $0.40 |
LRCX | Ex-Dividend | Sep 24, 2025 | $0.26 |
FRO | Pay Day | Sep 24, 2025 | $0.36 |
RYAAY | Pay Day | Sep 25, 2025 | $0.53 |
QCOM | Pay Day | Sep 25, 2025 | $0.89 |
ELV | Pay Day | Sep 25, 2025 | $1.71 |
RMV.L | Ex-Dividend | Sep 25, 2025 | $0.06 |
AEG | Pay Day | Sep 25, 2025 | $0.22 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
HSBC | Pay Day | Sep 26, 2025 | $0.50 |
LMT | Pay Day | Sep 26, 2025 | $3.30 |
BNP.PA | Ex-Dividend | Sep 26, 2025 | $3.05 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
GS | Pay Day | Sep 29, 2025 | $4.00 |
ENT.L | Pay Day | Sep 29, 2025 | $0.13 |
CVE | Pay Day | Sep 29, 2025 | $0.14 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA | Pay Day | Sep 30, 2025 | $3.05 |
DE | Ex-Dividend | Sep 30, 2025 | $1.62 |
LDOS | Pay Day | Sep 30, 2025 | $0.40 |
BAB.L | Pay Day | Sep 30, 2025 | $0.06 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
KO | Pay Day | Oct 1, 2025 | $0.51 |
ALB | Pay Day | Oct 1, 2025 | $0.40 |
TTE.PA | Ex-Dividend | Oct 1, 2025 | $0.97 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
TTE.PA | Pay Day | Oct 3, 2025 | $0.97 |
TSM | Pay Day | Oct 9, 2025 | $0.82 |
WTC.ASX | Pay Day | Oct 10, 2025 | $0.05 |
LRCX | Pay Day | Oct 15, 2025 | $0.26 |
OXY | Pay Day | Oct 15, 2025 | $0.24 |
PSN.L | Ex-Dividend | Oct 16, 2025 | $0.27 |
LOW | Ex-Dividend | Oct 22, 2025 | $1.20 |
RMV.L | Pay Day | Oct 24, 2025 | $0.06 |
LOW | Pay Day | Nov 5, 2025 | $1.20 |
PSN.L | Pay Day | Nov 7, 2025 | $0.27 |
DE | Pay Day | Nov 10, 2025 | $1.62 |
BG | Ex-Dividend | Nov 17, 2025 | $0.70 |
BG | Pay Day | Dec 1, 2025 | $0.70 |
MC.PA | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA | Pay Day | Dec 4, 2025 | $6.47 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
EWY | Pay Day | Dec 20, 2025 | $0.00 |
EWT | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
GDX | Pay Day | Dec 24, 2025 | $0.00 |
TAN | Pay Day | Dec 27, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-7.19
-7.19
-8
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.07
1.07
0
0.8
1.2
0
2
Sharpe Ratio
0.18
0.18
0
0.5
1
1.5
1.5
Sortino Ratio
0.29
0.29
0
1
2
3
3
Jensen's Alpha
-7.19
-7.19
-8
0
2
4.5
4.5
Omega Ratio
0.72
0.72
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.47
-0.47
-1
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
39.03
High:
PLTR
518.91PLTRLow:
ZS
-1,000.19ZSDetails
PEG Ratio
559.5
High:
BESI.NV
49,350.15BESI.NVLow:ZS
-3,222.65ZSDetails
Price/Book
10.21
High:
RBLX
254.7RBLXLow:
NIO
-76.32NIODetails
Price/Sales
7.34
High:
JOBY
106,510.81JOBYLow:
OKLO
-OKLODetails
Price/CF
26.27
High:
MSTR
7,511.07MSTRLow:
BOXL
1.54BOXLDetails
Price/FCF
55.82
High:
PEP
5,253.35PEPLow:
NN.NV
1.7NN.NVDetails
P/E Ratio
39.03
High:PLTR
518.91PLTRLow:ZS
-1,000.19ZSDetails
PEG Ratio
559.5
High:BESI.NV
49,350.15BESI.NVLow:ZS
-3,222.65ZSDetails
Price/Book
10.21
High:RBLX
254.7RBLXLow:NIO
-76.32NIODetails
Price/Sales
7.34
High:JOBY
106,510.81JOBYLow:OKLO
-OKLODetails
Price/CF
26.27
High:MSTR
7,511.07MSTRLow:BOXL
1.54BOXLDetails
Price/FCF
55.82
High:PEP
5,253.35PEPLow:NN.NV
1.7NN.NVDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-45.69% | Sep 2021 | - | 49 |
-4.86% | Jul 2021 | Aug 2021 | 1 |
-1.48% | Mar 2021 | Apr 2021 | 1 |
-0.62% | May 2021 | Jun 2021 | 1 |