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+0.51%
Today
+2.18%
This Month
+5.2%
Year To Date
+22.26%
2 Years
+24.09%
5 Years
+13.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs24.88%
- 💻 Electronic Technology10.98%
- 🖥️ Technology Services10.77%
- 💰 Finance10.35%
- 🧬 Health Technology8.3%
- 🍞 Consumer Non Durables6.96%
- 🛠️ Producer Manufacturing3.77%
- ⚡ Utilities3.14%
- 💇♀️ Consumer Services2.88%
- 🛍️ Retail Trade2.43%
- 🪨 Non Energy Minerals2.36%
- ⛏️ Energy Minerals2.09%
- 🏥 Health Services1.85%
- 🧪 Process Industries1.38%
- 🚗 Consumer Durables1.28%
- 💼 Commercial Services1.24%
- 🚚 Transportation1.19%
- 🏭 Industrial Services1.16%
- 📡 Communications1.11%
- 💵 Cash0.88%
- 📦 Distribution Services0.77%
- 🪙 Cryptocurrencies0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.3%
- 🇺🇸 Nasdaq24.75%
- 🇬🇧 LSE8.04%
- 🇩🇪 Xetra ETFs7.01%
- 🇩🇪 FRA4.29%
- 🇫🇷 Euronext Paris1.86%
- 🇨🇭 SIX1.47%
- 🇺🇸 Chicago Board Options Exchange1.22%
- 🇳🇴 Oslo Stock Exchange0.86%
- 🇪🇸 Bolsa De Madrid0.57%
- 🇮🇹 Borsa Italiana0.55%
- 🇸🇪 Stockholm Stock Exchange0.48%
- 🌍 Digital Currency0.33%
- 🇭🇰 Hong Kong Exchanges0.25%
- 🇳🇱 Euronext Amsterdam0.22%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States48.09%
- 🇬🇧 United Kingdom5.27%
- 🇩🇪 Germany5.06%
- 🇫🇷 France1.86%
- 🇨🇳 China1.8%
- 🇨🇭 Switzerland1.58%
- 🇨🇦 Canada1.52%
- 🇯🇵 Japan1.08%
- 🇳🇴 Norway0.86%
- 🇮🇳 India0.81%
- 🇪🇸 Spain0.77%
- 🇮🇹 Italy0.76%
- 🇧🇷 Brazil0.68%
- 🇸🇪 Sweden0.48%
- 🇳🇱 Netherlands0.41%
- 🇮🇪 Ireland0.4%
- 🇮🇱 Israel0.37%
- 🇱🇺 Luxembourg0.31%
- 🇫🇮 Finland0.3%
- 🇧🇪 Belgium0.28%
- 🇺🇾 Uruguay0.27%
- 🇰🇷 South Korea0.25%
- 🇰🇾 Cayman Islands0.21%
- 🇹🇼 Taiwan0.2%
- 🇩🇰 Denmark0.2%
- 🇲🇽 Mexico0.19%
Dividends
Dividend Yield
1.45%
223 out of 339 instruments pay dividend.
66 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 IEMG | 0.13% | 3.08% | - |
 IXUS | 0.06% | 3.05% | - |
 EWG | 0.04% | 1.91% | - |
 PFE | 0.03% | 7.35% | $1.66 |
 HSBC | 0.02% | 5.5% | $3.03 |
 IMB.L | 0.02% | 6.54% | $1.49 |
 XOM | 0.02% | 3.85% | $3.76 |
 BTI | 0.02% | 6.34% | $2.92 |
 EWH | 0.02% | 3.98% | - |
 PM | 0.02% | 2.94% | $5.2 |
 ISF.L | 0.02% | 3.54% | - |
 VALE | 0.02% | 7.86% | $1.33 |
 BATS.L | 0.02% | 6.86% | $2.36 |
 NESN.ZU | 0.02% | 3.52% | $3 |
 AV.L | 0.01% | 5.75% | $0.33 |
 RIO | 0.01% | 6.74% | $4.34 |
 EPD | 0.01% | 6.83% | $2.03 |
 UCG.MI | 0.01% | 4.17% | $1.8 |
 ET | 0.01% | 7.33% | $1.25 |
 JNJ | 0.01% | 3.27% | $4.81 |
 T | 0.01% | 4% | $1.11 |
 SUN | 0.01% | 6.56% | $3.4 |
 KO | 0.01% | 2.81% | $1.89 |
 BMW.DE | 0.01% | 5.6% | $6 |
 GILD | 0.01% | 2.82% | $3.04 |
 UBSG.ZU | 0.01% | 2.72% | $0.64 |
 MET | 0.01% | 2.8% | $2.11 |
 NKE | 0.01% | 2.51% | $1.45 |
 O | 0.01% | 5.67% | $3.09 |
 SIE.DE | 0.01% | 2.39% | $4.7 |
 VOD | 0.01% | 4.51% | $0.94 |
 VIE.PA | 0.01% | 4.65% | $1.25 |
 IBM | 0.01% | 2.51% | $6.65 |
 BAS.DE | 0.01% | 5.38% | $3.4 |
 HST | 0.01% | 5.2% | $0.78 |
 CNQ | 0.01% | 5.07% | $1.48 |
 VNA.DE | 0.01% | 4.17% | $0.9 |
 CBK.DE | 0.01% | 2.33% | $0.35 |
 EOAN.DE | 0.01% | 3.58% | $0.53 |
 TBCG.L | 0.01% | 5.07% | $2.05 |
 CVX | 0.01% | 4.88% | $6.28 |
 INDA | 0.01% | 0.74% | - |
 TAK | 0.01% | 3.91% | $0.56 |
 ABEV | 0.01% | 3.88% | $0.13 |
 GS | 0.01% | 1.98% | $11 |
 URA | 0.01% | 3.05% | - |
 SLHN.ZU | 0.01% | 4.25% | $33 |
 UGI | 0.01% | 4.24% | $1.5 |
 SGHC | 0.01% | 3.35% | - |
 GSK | 0.01% | 3.83% | $1.45 |
 ORK.OL | 0.01% | 3.47% | $3 |
 BBVA.US | 0.01% | 4.16% | $0.48 |
 SHEL | 0.01% | 4.16% | $2.7 |
 SAN.MC | 0.01% | 2.42% | $0.14 |
 ROG.ZU | 0.01% | 3.62% | $9.6 |
 EWW | 0.01% | 3.61% | - |
 CVS | 0.01% | 4.22% | $2.54 |
 NI | 0.01% | 2.83% | $1.05 |
 NHY.OL | 0.01% | 4.16% | $2.5 |
 MRK | 0.01% | 4.12% | $3.04 |
 RWE.DE | 0.01% | 3.3% | $1 |
 IBE.MC | 0.01% | 3.23% | $0.45 |
 KVUE | 0.01% | 3.79% | $0.8 |
 K | 0.01% | 2.78% | $2.28 |
 MOWI.OL | 0.01% | 3.6% | $6.9 |
 ABBV | 0.01% | 3.4% | $6.06 |
 EXC | 0.01% | 3.64% | $1.48 |
 FNF | 0.01% | 3.67% | $1.89 |
 PEP | 0.01% | 4.19% | $5.15 |
 DUK | 0.01% | 3.61% | $4.1 |
 FME.DE | 0.01% | 2.88% | $1.19 |
 MS | 0.01% | 2.83% | $3.4 |
 KB | 0.01% | 2.59% | $2.39 |
 ULVR.L | 0.01% | 3.26% | $1.47 |
 WEC | 0.01% | 3.3% | $3.23 |
 TM | 0.01% | 3.13% | $4.64 |
 C | 0.01% | 2.92% | $2.12 |
 RPRX | 0.01% | 2.55% | $0.82 |
 COP | 0.01% | 3.66% | $3.25 |
 VEU | 0.01% | 2.94% | - |
 SLB | 0.01% | 3.39% | $1.05 |
 PEG | 0.01% | 3.08% | $2.34 |
 VTR | 0.01% | 2.94% | $1.8 |
 KDP | 0.01% | 2.83% | $0.86 |
 JD.US | 0.01% | 2.96% | $0.74 |
 IVV | 0.01% | 1.39% | - |
 MDLZ | 0.01% | 2.83% | $1.7 |
 LMT | 0.01% | 2.73% | $12.45 |
 NTES | 0.01% | 2.14% | $2.58 |
 WY | 0.01% | 3.07% | $0.78 |
 EWY | 0.01% | 2.3% | - |
 SPY | 0.01% | 1.29% | - |
 NEM | 0.01% | 1.83% | $1.3 |
 UNH | 0.01% | 2.88% | $7.74 |
 SBUX | 0.01% | 2.76% | $2.24 |
 HD | 0.01% | 2.46% | $8.52 |
 BAC | 0% | 2.34% | $0.96 |
 EEM | 0% | 2.32% | - |
 RTO.L | 0% | 2.58% | $0.09 |
 PG | 0% | 2.5% | $3.83 |
 B | 0% | 1.93% | $0.4 |
 MCD | 0% | 2.26% | $6.53 |
 GDXJ | 0% | 1.71% | - |
 APD | 0% | 2.58% | $7.04 |
 BK | 0% | 2.12% | $1.68 |
 QQ.L | 0% | 1.61% | $0.08 |
 CL | 0% | 2.24% | $1.96 |
 CNI | 0% | 2.28% | $2.42 |
 INFY | 0% | 2.4% | $0.39 |
 JPM | 0% | 2.02% | $4.4 |
 BLK | 0% | 2.09% | $20.2 |
 AZN | 0% | 2.1% | $1.42 |
 LHX | 0% | 1.95% | $4.6 |
 BA.L | 0% | 1.7% | $0.3 |
 ABT | 0% | 1.7% | $2.16 |
 STZ | 0% | 2.37% | $3.68 |
 GD | 0% | 2.13% | $5.48 |
 AWK | 0% | 2.23% | $2.89 |
 HON | 0% | 1.97% | $4.27 |
 PGR | 0% | 1.75% | $1.15 |
 KWS.DE | 0% | 1.72% | $0.9 |
 MUFG | 0% | 1.71% | $0.23 |
 EQIX | 0% | 1.97% | $16.19 |
 ALL | 0% | 1.86% | $3.62 |
 ABBN.ZU | 0% | 1.91% | $0.87 |
 HIG | 0% | 1.59% | $1.84 |
 TRGP | 0% | 1.98% | $2.25 |
 KR | 0% | 1.93% | $1.16 |
 YUM | 0% | 1.93% | $2.55 |
 NRG | 0% | 1.09% | $1.57 |
 ICLN | 0% | 1.78% | - |
 NOC | 0% | 1.74% | $7.67 |
 REL.L | 0% | 1.59% | $0.59 |
 YUMC | 0% | 1.86% | $0.58 |
 BUD | 0% | 1.19% | $0.65 |
 MRK.DE | 0% | 1.92% | $2.2 |
 WKL.NV | 0% | 1.5% | $2.08 |
 TEL.US | 0% | 1.64% | $3.9 |
 ELV | 0% | 1.74% | $6.22 |
 NVO | 0% | 1.63% | $0.98 |
 NUE | 0% | 1.84% | $2.13 |
 MSFT | 0% | 0.69% | $3 |
 TXRH | 0% | 1.35% | $2.32 |
 AM.PA | 0% | 1.49% | $3.37 |
 HES | 0% | 1.5% | $1.75 |
 WM | 0% | 1.32% | $2.9 |
 HO.PA | 0% | 1.4% | $3.4 |
 LLY | 0% | 0.73% | $4.86 |
 IEX | 0% | 1.54% | $2.61 |
 RL | 0% | 1.23% | $3.08 |
 TMUS | 0% | 1.34% | $1.95 |
 WDFC | 0% | 1.5% | $3.42 |
 SCHW | 0% | 1.19% | $1 |
 DSY.PA | 0% | 0.79% | $0.23 |
 AVGO | 0% | 0.86% | $19.7 |
 LIN | 0% | 1.23% | $5.33 |
 RHM.DE | 0% | 0.45% | $5.7 |
 KBR | 0% | 1.2% | $0.57 |
 PFSI | 0% | 1.26% | $0.8 |
 LRCX | 0% | 1.08% | $8 |
 LDO.MI | 0% | 0.98% | $0.28 |
 ORCL | 0% | 0.99% | $1.6 |
 SAF.PA | 0% | 1.1% | $2.2 |
 SY1.DE | 0% | 1.15% | $1.1 |
 DHI | 0% | 1.22% | $1.15 |
 LDOS | 0% | 1.09% | $1.5 |
 XYL | 0% | 1.2% | $1.38 |
 EQT | 0% | 1.14% | $0.62 |
 TSM | 0% | 1.11% | $1.74 |
 CDRE | 0% | 1.08% | $0.34 |
 0700.HK | 0% | 0.88% | $3.4 |
 RMS.PA | 0% | 1.12% | $25 |
 ECL | 0% | 0.94% | $2.24 |
 AMAT | 0% | 1.01% | $1.44 |
 PNR | 0% | 0.98% | $0.91 |
 J | 0% | 0.98% | $1.1 |
 GOOG | 0% | 0.48% | $0.2 |
 BYD | 0% | 0.96% | $0.66 |
 GM | 0% | 1.08% | $0.42 |
 WMT | 0% | 0.96% | $0.81 |
 SAABB.ST | 0% | 0.39% | $1.6 |
 RMD | 0% | 0.85% | $1.92 |
 DIS | 0% | 0.89% | $0.75 |
 LTOD.L | 0% | 0.89% | $0.32 |
 AAPL | 0% | 0.5% | $0.97 |
 FTAI | 0% | 0.97% | $1.2 |
 GE | 0% | 0.59% | $0.44 |
 BEI.DE | 0% | 0.84% | $1 |
 KOG.OL | 0% | 0.68% | - |
 SONY | 0% | 0.37% | $0.49 |
 RR.L | 0% | 0.69% | - |
 HAG.DE | 0% | 0.49% | $0.4 |
 MPWR | 0% | 0.78% | $4.5 |
 AGI | 0% | 0.36% | $0.1 |
 BAB.L | 0% | 0.5% | $0.02 |
 HCA | 0% | 0.72% | $2.52 |
 SAP | 0% | 0.62% | $1.73 |
 RACE | 0% | 0.67% | $2.64 |
 MTX.DE | 0% | 0.62% | $2 |
 BN.US | 0% | 0.57% | $0.3 |
 EA | 0% | 0.51% | $0.76 |
 IBN | 0% | 0.6% | $0.17 |
 INTU | 0% | 0.54% | $3.6 |
 TECH | 0% | 0.66% | $0.32 |
 CRM | 0% | 0.6% | $0.4 |
 BSY | 0% | 0.53% | $0.22 |
 MA | 0% | 0.49% | $2.46 |
 COST | 0% | 0.47% | $19.22 |
 TCOM.CH | 0% | 0.45% | - |
 CRS | 0% | 0.32% | $0.8 |
 RIGD.L | 0% | 0.3% | $0.18 |
 VNT | 0% | 0.28% | $0.1 |
 HWM | 0% | 0.21% | $0.19 |
 CW | 0% | 0.19% | $0.81 |
 CCJ | 0% | 0.19% | $0.09 |
 PEGA | 0% | 0.12% | $0.12 |
 GEV | 0% | 0.1% | - |
 ERJ | 0% | 0.1% | - |
 TXT | 0% | 0.11% | $0.08 |
 HEI | 0% | 0.07% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 SOBO | 0% | -5.52% | - |
 SNRE | -0.01% | -7.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
ALL | Ex-Dividend | Jun 9, 2025 | $1.00 |
PEG | Ex-Dividend | Jun 9, 2025 | $0.63 |
CNI | Ex-Dividend | Jun 9, 2025 | $0.64 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
IBM | Pay Day | Jun 10, 2025 | $1.68 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
MET | Pay Day | Jun 10, 2025 | $0.57 |
ELV | Ex-Dividend | Jun 10, 2025 | $1.71 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
RPRX | Pay Day | Jun 10, 2025 | $0.22 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
WKL.NV | Pay Day | Jun 11, 2025 | $1.58 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
RMD | Pay Day | Jun 12, 2025 | $0.53 |
AGI | Ex-Dividend | Jun 12, 2025 | $0.02 |
BSY | Pay Day | Jun 12, 2025 | $0.07 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
NTES | Pay Day | Jun 13, 2025 | $0.68 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
K | Pay Day | Jun 13, 2025 | $0.57 |
EXC | Pay Day | Jun 13, 2025 | $0.40 |
TXT | Ex-Dividend | Jun 13, 2025 | $0.02 |
WY | Pay Day | Jun 13, 2025 | $0.21 |
KBR | Ex-Dividend | Jun 13, 2025 | $0.16 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
O | Pay Day | Jun 13, 2025 | $0.27 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
HCA | Ex-Dividend | Jun 16, 2025 | $0.72 |
DUK | Pay Day | Jun 16, 2025 | $1.04 |
HES | Ex-Dividend | Jun 16, 2025 | $0.50 |
FNF | Ex-Dividend | Jun 16, 2025 | $0.50 |
UGI | Ex-Dividend | Jun 16, 2025 | $0.38 |
LDOS | Ex-Dividend | Jun 16, 2025 | $0.40 |
B | Pay Day | Jun 16, 2025 | $0.10 |
BYD | Ex-Dividend | Jun 16, 2025 | $0.18 |
CW | Ex-Dividend | Jun 16, 2025 | $0.24 |
ECL | Ex-Dividend | Jun 17, 2025 | $0.65 |
EWG | Pay Day | Jun 17, 2025 | $0.00 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
NOC | Pay Day | Jun 18, 2025 | $2.31 |
LHX | Pay Day | Jun 18, 2025 | $1.20 |
LRCX | Ex-Dividend | Jun 18, 2025 | $0.23 |
LIN | Pay Day | Jun 18, 2025 | $1.50 |
EQIX | Pay Day | Jun 18, 2025 | $4.69 |
YUMC | Pay Day | Jun 18, 2025 | $0.24 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
REL.L | Pay Day | Jun 19, 2025 | $0.57 |
HSBC | Pay Day | Jun 20, 2025 | $0.50 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
J | Pay Day | Jun 20, 2025 | $0.32 |
NEM | Pay Day | Jun 20, 2025 | $0.25 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
LDO.MI | Ex-Dividend | Jun 23, 2025 | $0.56 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
LDO.MI | Pay Day | Jun 25, 2025 | $0.56 |
ELV | Pay Day | Jun 25, 2025 | $1.71 |
VNA.DE | Pay Day | Jun 25, 2025 | $1.38 |
XYL | Pay Day | Jun 26, 2025 | $0.40 |
BATS.L | Ex-Dividend | Jun 26, 2025 | $0.76 |
AGI | Pay Day | Jun 26, 2025 | $0.02 |
VNT | Pay Day | Jun 26, 2025 | $0.02 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
RL | Ex-Dividend | Jun 27, 2025 | $0.91 |
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 |
BTI | Ex-Dividend | Jun 27, 2025 | $0.75 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
HCA | Pay Day | Jun 30, 2025 | $0.72 |
MDLZ | Ex-Dividend | Jun 30, 2025 | $0.47 |
HES | Pay Day | Jun 30, 2025 | $0.50 |
PEG | Pay Day | Jun 30, 2025 | $0.63 |
FNF | Pay Day | Jun 30, 2025 | $0.50 |
LDOS | Pay Day | Jun 30, 2025 | $0.40 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
VTR | Ex-Dividend | Jun 30, 2025 | $0.48 |
CNI | Pay Day | Jun 30, 2025 | $0.64 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ALL | Pay Day | Jul 1, 2025 | $1.00 |
TXT | Pay Day | Jul 1, 2025 | $0.02 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
UGI | Pay Day | Jul 1, 2025 | $0.38 |
TXRH | Pay Day | Jul 1, 2025 | $0.68 |
HIG | Pay Day | Jul 2, 2025 | $0.52 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
IBE.MC | Ex-Dividend | Jul 4, 2025 | $0.46 |
CW | Pay Day | Jul 7, 2025 | $0.24 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
LRCX | Pay Day | Jul 9, 2025 | $0.23 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
GSK | Pay Day | Jul 10, 2025 | $0.43 |
RL | Pay Day | Jul 11, 2025 | $0.91 |
KDP | Pay Day | Jul 11, 2025 | $0.23 |
TBCG.L | Pay Day | Jul 11, 2025 | $1.99 |
MDLZ | Pay Day | Jul 14, 2025 | $0.47 |
ECL | Pay Day | Jul 15, 2025 | $0.65 |
KBR | Pay Day | Jul 15, 2025 | $0.16 |
BYD | Pay Day | Jul 15, 2025 | $0.18 |
VTR | Pay Day | Jul 17, 2025 | $0.48 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
PNR | Ex-Dividend | Jul 18, 2025 | $0.25 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
IBE.MC | Pay Day | Jul 30, 2025 | $0.46 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
NI | Ex-Dividend | Jul 31, 2025 | $0.28 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
BATS.L | Pay Day | Aug 1, 2025 | $0.76 |
PNR | Pay Day | Aug 1, 2025 | $0.25 |
BTI | Pay Day | Aug 6, 2025 | $0.75 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
NI | Pay Day | Aug 20, 2025 | $0.28 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
TMUS | Ex-Dividend | Aug 29, 2025 | $0.88 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
TMUS | Pay Day | Sep 11, 2025 | $0.88 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
EEM | Pay Day | Dec 20, 2025 | $0.00 |
EWY | Pay Day | Dec 20, 2025 | $1.30 |
EWW | Pay Day | Dec 20, 2025 | $0.00 |
IEMG | Pay Day | Dec 20, 2025 | $1.16 |
IXUS | Pay Day | Dec 20, 2025 | $1.18 |
INDA | Pay Day | Dec 20, 2025 | $0.40 |
EWH | Pay Day | Dec 20, 2025 | $0.00 |
ICLN | Pay Day | Dec 20, 2025 | $0.00 |
GDXJ | Pay Day | Dec 24, 2025 | $1.11 |
Performance Metrics
Score 3.6/10
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-5.79
-5.79
-6
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Beta
0.88
0.88
0
0.8
1.2
0
2
Sharpe Ratio
0.42
0.42
0
0.5
1
1.5
1.5
Sortino Ratio
0.73
0.73
0
1
2
3
3
Jensen's Alpha
-5.79
-5.79
-6
0
2
4.5
4.5
Omega Ratio
0.49
0.49
0
1
1.5
2.5
2.5
Treynor Ratio
0.56
0.56
0
0.75
1.25
2
2
Information Ratio
-1.04
-1.04
-2
0.3
0.6
1
1
Calmar Ratio
1.04
1.04
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
27.47
High:
FTAI
605.05FTAILow:
CRWD
-662.57CRWDDetails
PEG Ratio
324.96
High:
CCJ
10,384.7CCJLow:
PCOR
-737.86PCORDetails
Price/Book
5.35
High:FTAI
448.06FTAILow:
LFMD
-225.79LFMDDetails
Price/Sales
3.84
High:
ASTS
1,490.43ASTSLow:
USAR
-USARDetails
Price/CF
15.37
High:
MSTR
7,511.07MSTRLow:
CBK.DE
0.14CBK.DEDetails
Price/FCF
34.41
High:
NUE
5,649.81NUELow:
KB
1.9KBDetails
P/E Ratio
27.47
High:FTAI
605.05FTAILow:CRWD
-662.57CRWDDetails
PEG Ratio
324.96
High:CCJ
10,384.7CCJLow:PCOR
-737.86PCORDetails
Price/Book
5.35
High:FTAI
448.06FTAILow:LFMD
-225.79LFMDDetails
Price/Sales
3.84
High:ASTS
1,490.43ASTSLow:USAR
-USARDetails
Price/CF
15.37
High:MSTR
7,511.07MSTRLow:CBK.DE
0.14CBK.DEDetails
Price/FCF
34.41
High:NUE
5,649.81NUELow:KB
1.9KBDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.85% | Aug 2023 | Dec 2023 | 4 |
-8.78% | Dec 2024 | - | 7 |
-2.47% | Apr 2024 | May 2024 | 1 |
-1.46% | Jun 2024 | Jul 2024 | 1 |
-0.64% | Oct 2024 | Nov 2024 | 1 |
-0.6% | Jan 2024 | Feb 2024 | 1 |