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+0.23%
Today
+1.78%
This Month
-17.69%
Year To Date
+4.28%
2 Years
-35.62%
5 Years
-8.85%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs19.52%
- 📈 Indexes11.72%
- 💻 Electronic Technology10.24%
- 🪙 Cryptocurrencies8.05%
- 🛍️ Retail Trade6.59%
- 🖥️ Technology Services6.08%
- 💵 Cash5.32%
- 💰 Finance4.93%
- 🧬 Health Technology4.44%
- 💇♀️ Consumer Services2.69%
- 🚚 Transportation2.64%
- 🪨 Non Energy Minerals1.29%
- 🚗 Consumer Durables1.23%
- 💼 Commercial Services0.89%
- 🍞 Consumer Non Durables0.63%
- ⚡ Utilities0.57%
- 🛠️ Producer Manufacturing0.48%
- 📦 Distribution Services0.33%
- 🏥 Health Services0.29%
- 🏭 Industrial Services0.25%
- 🧩 Miscellaneous0.21%
- 🧪 Process Industries0.2%
- ⛏️ Energy Minerals0.18%
- 📡 Communications0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq24.12%
- 🇺🇸 NYSE21.62%
- 🌍 CFD11.72%
- 🌍 Digital Currency8.05%
- 🇬🇧 LSE6.88%
- 🇨🇭 SIX5.54%
- 🇦🇺 Sydney1.72%
- 🇫🇷 Euronext Paris1.46%
- LSE_AIM0.49%
- 🇩🇪 Xetra ETFs0.4%
- 🇪🇸 Bolsa De Madrid0.37%
- 🇭🇰 Hong Kong Exchanges0.35%
- 🇩🇪 FRA0.29%
- LSE AIM Auction0.19%
- 🇺🇸 Chicago Board Options Exchange0.11%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇩🇰 Copenhagen Stock Exchange0.05%
- 🇳🇱 Euronext Amsterdam0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States26.11%
- 🇨🇭 Switzerland5.54%
- 🇨🇳 China3.39%
- 🇨🇷 Costa Rica1.9%
- 🇦🇺 Australia1.72%
- 🇫🇷 France1.46%
- 🇮🇪 Ireland0.84%
- 🇬🇧 United Kingdom0.51%
- 🇨🇾 Cyprus0.49%
- 🇲🇽 Mexico0.49%
- 🇪🇸 Spain0.37%
- 🇩🇪 Germany0.31%
- 🇨🇦 Canada0.23%
- 🇹🇼 Taiwan0.19%
- 🇮🇱 Israel0.15%
- 🇸🇬 Singapore0.09%
- 🇰🇾 Cayman Islands0.08%
- 🇺🇾 Uruguay0.08%
- 🇩🇰 Denmark0.06%
- 🇱🇺 Luxembourg0.06%
- 🇦🇷 Argentina0.04%
- 🇳🇱 Netherlands0.04%
- 🇰🇷 South Korea0.01%
- 🇯🇵 Japan0.01%
- 🇧🇲 Bermuda0.01%
- 🇭🇰 Hong Kong0%
- 🇧🇷 Brazil0%
Dividends
Dividend Yield
1.83%
173 out of 346 instruments pay dividend.
51 dividend payments in the next 30 days.
Highest Dividend: $AGAS.OL (6639.4%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 TWO | 0.34% | 16.89% | $1.8 |
 AGAS.OL | 0.33% | 6639.4% | - |
 API.L | 0.26% | 137.47% | - |
 UPS | 0.16% | 6.66% | $6.5 |
 PMV.ASX | 0.11% | 6.56% | $1.23 |
 BIL | 0.11% | 4.68% | - |
 SHV | 0.09% | 4.69% | - |
 IBTF | 0.07% | 4.3% | - |
 UBXN.ZU | 0.06% | 1.1% | $1 |
 VXUS | 0.03% | 2.92% | - |
 INTC | 0.03% | 2.49% | $0.5 |
 BABA | 0.02% | 0.86% | $0.98 |
 PSG.MC | 0.02% | 4.8% | $0.18 |
 QQQ | 0.02% | 0.58% | - |
 DIS | 0.02% | 0.88% | $0.75 |
 C | 0.01% | 2.86% | $2.12 |
 MCD | 0.01% | 2.27% | $6.53 |
 UDVD.L | 0.01% | 2.17% | - |
 ATO | 0.01% | 2.24% | $3.16 |
 LEN | 0.01% | 1.84% | $1.75 |
 CX | 0.01% | 1.23% | - |
 SVOL | 0.01% | 19.27% | - |
 XYLD | 0% | 9.91% | - |
 IUSA.L | 0% | 1.94% | - |
 CNQ | 0% | 4.98% | $1.48 |
 NKE | 0% | 2.5% | $1.45 |
 CVX | 0% | 4.76% | $6.28 |
 BBY | 0% | 5.18% | $3.72 |
 CRH.L | 0% | 1.64% | $1.61 |
 TGT | 0% | 4.6% | $4.42 |
 SPY5.L | 0% | 1.05% | - |
 ES | 0% | 4.48% | $2.78 |
 NEE | 0% | 3% | $1.97 |
 PM | 0% | 2.94% | $5.2 |
 LEA | 0% | 3.48% | $3.08 |
 TSM | 0% | 1.1% | $1.74 |
 JNJ | 0% | 3.24% | $4.81 |
 PEP | 0% | 4.22% | $5.15 |
 EVRG | 0% | 4.05% | $2.54 |
 AVT | 0% | 2.59% | $1.24 |
 TOL | 0% | 0.88% | $0.86 |
 KO | 0% | 2.79% | $1.89 |
 XEL | 0% | 3.26% | $2.13 |
 TLT | 0% | 4.39% | - |
 OSK | 0% | 1.77% | $1.74 |
 PHM | 0% | 0.86% | $0.76 |
 EIX | 0% | 5.98% | $3.04 |
 MSFT | 0% | 0.69% | $3 |
 LMT | 0% | 2.71% | $12.45 |
 KMB | 0% | 3.71% | $4.8 |
 MDT.US | 0% | 3.21% | $2.77 |
 SPY | 0% | 1.21% | - |
 GOOG | 0% | 0.46% | $0.2 |
 PG | 0% | 2.49% | $3.83 |
 SYY | 0% | 2.78% | $2.01 |
 APD | 0% | 2.54% | $7.04 |
 ELS | 0% | 3.13% | $1.85 |
 TXN | 0% | 2.8% | $5.14 |
 MKC | 0% | 2.34% | $1.62 |
 BMA | 0% | 9.96% | $2.82 |
 NOVO-B.CO | 0% | 2.32% | $9.4 |
 SPXL | 0% | 0.88% | - |
 NOC | 0% | 1.73% | $7.67 |
 ABN.NV | 0% | 5.83% | $1.51 |
 LHX | 0% | 1.93% | $4.6 |
 CL | 0% | 2.24% | $1.96 |
 GD | 0% | 2.11% | $5.48 |
 TQQQ | 0% | 1.41% | - |
 ADI | 0% | 1.72% | $3.56 |
 AVGO | 0% | 0.91% | $19.7 |
 WPM | 0% | 0.7% | $0.61 |
 ADP | 0% | 1.84% | $5.45 |
 IVV | 0% | 1.31% | - |
 LOW | 0% | 2.06% | $4.45 |
 MTH | 0% | 2.52% | $2.04 |
 BDX | 0% | 2.35% | $3.76 |
 INFL | 0% | 1.65% | - |
 LIN | 0% | 1.22% | $5.33 |
 AAPL | 0% | 0.5% | $0.97 |
 VOO | 0% | 1.29% | - |
 AESI | 0% | 7.39% | $0.78 |
 KMI | 0% | 4.1% | $1.14 |
 ACN | 0% | 1.8% | $4.99 |
 PBR | 0% | 15.71% | $1.73 |
 VEA | 0% | 2.81% | - |
 BCS | 0% | 2.34% | $0.39 |
 META | 0% | 0.29% | $1 |
 INGR | 0% | 2.32% | $3.12 |
 MU | 0% | 0.42% | $0.46 |
 RSG | 0% | 0.92% | $2.14 |
 SPGI | 0% | 0.72% | $3.62 |
 CHD | 0% | 1.17% | $1.11 |
 UNH | 0% | 2.81% | $7.74 |
 REET | 0% | 3.48% | - |
 SHW | 0% | 0.84% | $2.64 |
 NOV | 0% | 2.38% | $0.23 |
 WWD | 0% | 0.45% | $0.94 |
 GOOGL | 0% | 0.47% | $0.2 |
 BND | 0% | 3.75% | - |
 TEX | 0% | 1.46% | $0.68 |
 V | 0% | 0.62% | $2.01 |
 SOXX | 0% | 0.72% | - |
 GE | 0% | 0.58% | $0.44 |
 OR.PA | 0% | 1.84% | $6.6 |
 HSBC | 0% | 5.47% | $3.03 |
 DRIP | 0% | 3.16% | - |
 PFE | 0% | 7.28% | $1.66 |
 ROG.ZU | 0% | 3.62% | $9.6 |
 CRM | 0% | 0.59% | $0.4 |
 SMSN.L | 0% | 2.2% | $23.68 |
 BRO | 0% | 0.52% | $0.51 |
 MC.PA | 0% | 2.76% | $13 |
 LQD | 0% | 4.46% | - |
 FCX | 0% | 1.45% | $0.6 |
 RMS.PA | 0% | 1.12% | $25 |
 STX.US | 0% | 2.24% | $2.8 |
 CASY | 0% | 0.45% | $1.79 |
 AGX | 0% | 0.59% | $1.15 |
 MA | 0% | 0.48% | $2.46 |
 HCI | 0% | 0.95% | $1.6 |
 EQT | 0% | 1.12% | $0.62 |
 LLY | 0% | 0.73% | $4.86 |
 UBSG.ZU | 0% | 2.64% | $0.64 |
 COF | 0% | 1.21% | $2.4 |
 SO | 0% | 3.29% | $2.82 |
 BAC | 0% | 2.31% | $0.96 |
 GILD | 0% | 2.77% | $3.04 |
 USB | 0% | 4.44% | $1.94 |
 VTI | 0% | 1.29% | - |
 SSO | 0% | 0.87% | - |
 EA | 0% | 0.51% | $0.76 |
 AXP | 0% | 0.97% | $2.6 |
 MMM | 0% | 1.97% | $5.21 |
 02313.HK | 0% | 4.75% | $2.03 |
 ASML.NV | 0% | 0.96% | $6.1 |
 SBUX | 0% | 2.68% | $2.24 |
 NVO | 0% | 1.58% | $0.98 |
 NN.NV | 0% | 6.02% | $3.2 |
 YINN | 0% | 1.64% | - |
 SOXL | 0% | 2.17% | - |
 WAB | 0% | 0.44% | $0.74 |
 VUG | 0% | 0.47% | - |
 VNA.DE | 0% | 4.18% | $0.9 |
 CDI.PA | 0% | 2.97% | $13 |
 NVDA | 0% | 0.03% | $0.02 |
 GS | 0% | 1.95% | $11 |
 EXE | 0% | 1.96% | $2.3 |
 TPL | 0% | 0.54% | $4.5 |
 VGT | 0% | 0.52% | - |
 DAL | 0% | 1.18% | $0.3 |
 XLU | 0% | 2.78% | - |
 WMT | 0% | 0.96% | $0.81 |
 IWF | 0% | 0.45% | - |
 6055.HK | 0% | 1.32% | $0.32 |
 FXI | 0% | 1.52% | - |
 UNP | 0% | 2.4% | $5.2 |
 0700.HK | 0% | 0.88% | $3.4 |
 TECK | 0% | 0.9% | $0.37 |
 QCOM | 0% | 2.31% | $3.25 |
 G | 0% | 1.45% | $0.58 |
 COST | 0% | 0.47% | $19.22 |
 BN.US | 0% | 0.56% | $0.3 |
 TCOM.CH | 0% | 0.46% | - |
 GGAL | 0% | 0.48% | $1.57 |
 FAS | 0% | 0.79% | - |
 SONY | 0% | 0.37% | $0.49 |
 XLY | 0% | 0.83% | - |
 01211.HK | 0% | 1.06% | $3.41 |
 INDA | 0% | 0.74% | - |
 SNRE | 0% | -7.48% | - |
 MRP | 0% | -1.38% | - |
 WHR | 0% | -8.43% | $-7 |
 BWLPG.OL | -0.02% | -16.1% | $-37.72 |
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 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
CVX | Pay Day | Jun 10, 2025 | $1.71 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
01211.HK | Ex-Dividend | Jun 10, 2025 | $0.55 |
WAB | Pay Day | Jun 10, 2025 | $0.25 |
WPM | Pay Day | Jun 10, 2025 | $0.16 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
BWLPG.OL | Pay Day | Jun 12, 2025 | -$0.28 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
NOV | Ex-Dividend | Jun 13, 2025 | $0.08 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
XEL | Ex-Dividend | Jun 13, 2025 | $0.57 |
WHR | Pay Day | Jun 15, 2025 | -$1.75 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
MTH | Ex-Dividend | Jun 16, 2025 | $0.43 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
TECK | Ex-Dividend | Jun 16, 2025 | $0.09 |
TPL | Pay Day | Jun 16, 2025 | $1.60 |
PHM | Ex-Dividend | Jun 17, 2025 | $0.22 |
EA | Pay Day | Jun 18, 2025 | $0.19 |
BBY | Ex-Dividend | Jun 18, 2025 | $0.95 |
AVT | Pay Day | Jun 18, 2025 | $0.33 |
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 |
HSBC | Pay Day | Jun 20, 2025 | $0.50 |
AVGO | Ex-Dividend | Jun 20, 2025 | $0.59 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
HCI | Pay Day | Jun 20, 2025 | $0.40 |
TEX | Pay Day | Jun 20, 2025 | $0.17 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
LEA | Pay Day | Jun 25, 2025 | $0.77 |
02313.HK | Pay Day | Jun 25, 2025 | $0.16 |
VNA.DE | Pay Day | Jun 25, 2025 | $1.38 |
META | Pay Day | Jun 26, 2025 | $0.52 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
NOV | Pay Day | Jun 27, 2025 | $0.08 |
ELS | Ex-Dividend | Jun 27, 2025 | $0.52 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
UNP | Pay Day | Jun 30, 2025 | $1.34 |
BDX | Pay Day | Jun 30, 2025 | $1.04 |
ES | Pay Day | Jun 30, 2025 | $0.75 |
AVGO | Pay Day | Jun 30, 2025 | $0.59 |
MTH | Pay Day | Jun 30, 2025 | $0.43 |
TECK | Pay Day | Jun 30, 2025 | $0.09 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
INGR | Ex-Dividend | Jul 1, 2025 | $0.80 |
KMB | Pay Day | Jul 2, 2025 | $1.26 |
RSG | Ex-Dividend | Jul 2, 2025 | $0.58 |
PHM | Pay Day | Jul 2, 2025 | $0.22 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
GD | Ex-Dividend | Jul 3, 2025 | $1.50 |
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 |
ELS | Pay Day | Jul 11, 2025 | $0.52 |
RSG | Pay Day | Jul 15, 2025 | $0.58 |
XEL | Pay Day | Jul 20, 2025 | $0.57 |
INGR | Pay Day | Jul 22, 2025 | $0.80 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
LOW | Ex-Dividend | Jul 23, 2025 | $1.20 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
01211.HK | Pay Day | Jul 29, 2025 | $0.55 |
LOW | Pay Day | Aug 6, 2025 | $1.20 |
GD | Pay Day | Aug 8, 2025 | $1.50 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
FXI | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.5/10
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.18
-0.18
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-14.46
-14.46
-15
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.53
-0.53
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Beta
0.98
0.98
0
0.8
1.2
0
2
Sharpe Ratio
-0.18
-0.18
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.25
-0.25
-1
1
2
3
3
Jensen's Alpha
-14.46
-14.46
-15
0
2
4.5
4.5
Omega Ratio
0.67
0.67
0
1
1.5
2.5
2.5
Treynor Ratio
-0.53
-0.53
-1
0.75
1.25
2
2
Information Ratio
-0.5
-0.5
-1
0.3
0.6
1
1
Calmar Ratio
-0.16
-0.16
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
29.4
High:
CCCS
633.1CCCSLow:
BILL
-2,162.09BILLDetails
PEG Ratio
-21.82
High:
KO
10,192.65KOLow:
ZS
-2,423.89ZSDetails
Price/Book
5.04
High:
APP
245.73APPLow:
NIO
-139.72NIODetails
Price/Sales
4.1
High:
ASTS
1,506.85ASTSLow:
KEFI.L
-KEFI.LDetails
Price/CF
17.76
High:
CRDO
1,118.95CRDOLow:
OPFI
0.67OPFIDetails
Price/FCF
35.97
High:
PEP
5,253.35PEPLow:OPFI
0.71OPFIDetails
P/E Ratio
29.4
High:CCCS
633.1CCCSLow:BILL
-2,162.09BILLDetails
PEG Ratio
-21.82
High:KO
10,192.65KOLow:ZS
-2,423.89ZSDetails
Price/Book
5.04
High:APP
245.73APPLow:NIO
-139.72NIODetails
Price/Sales
4.1
High:ASTS
1,506.85ASTSLow:KEFI.L
-KEFI.LDetails
Price/CF
17.76
High:CRDO
1,118.95CRDOLow:OPFI
0.67OPFIDetails
Price/FCF
35.97
High:PEP
5,253.35PEPLow:OPFI
0.71OPFIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-57.93% | Apr 2021 | - | 51 |
-14.35% | Dec 2020 | Mar 2021 | 3 |
-8.04% | Oct 2020 | Nov 2020 | 1 |