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-7.86%
This Month
-5.13%
Year To Date
+29.29%
2 Years
+102.04%
5 Years
+111.73%
10 Years
+9.13%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology43.18%
- 🪙 Cryptocurrencies31.1%
- 🖥️ Technology Services6.3%
- 💰 Finance5.41%
- 👥 Copy Trading3.93%
- 🛍️ Retail Trade3.43%
- 🍞 Consumer Non Durables1.32%
- 🧬 Health Technology0.97%
- 🛠️ Producer Manufacturing0.86%
- 💇♀️ Consumer Services0.59%
- 📡 Communications0.57%
- 🪨 Non Energy Minerals0.36%
- ⛏️ Energy Minerals0.32%
- 📊 ETFs0.32%
- 🧪 Process Industries0.25%
- 🏭 Industrial Services0.19%
- 🚚 Transportation0.17%
- 🏥 Health Services0.15%
- 🚗 Consumer Durables0.15%
- 💼 Commercial Services0.15%
- 💵 Cash0.14%
- ⚡ Utilities0.09%
- 🧩 Miscellaneous0.05%
- ❓ Other0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq54.21%
- 🌍 Digital Currency31.12%
- 🇺🇸 NYSE11.52%
- 🇬🇧 LSE1.25%
- 🇩🇪 Xetra ETFs0.14%
- 🇩🇪 FRA0.06%
- 🇫🇷 Euronext Paris0.05%
- 🇺🇸 Chicago Board Options Exchange0.04%
- 🇮🇹 Borsa Italiana0.04%
- 🇭🇰 Hong Kong Exchanges0.03%
- 🇸🇦 Tadawul0.02%
- 🇳🇱 Euronext Amsterdam0.02%
- 🇨🇭 SIX0.01%
- 🇳🇴 Oslo Stock Exchange0%
- 🇫🇮 Helsinki Stock Exchange0%
- 🇦🇺 Sydney0%
- 🇧🇪 Euronext Brussels0%
- 🇪🇸 Bolsa De Madrid0%
- Tokyo Stock Exchange0%
- Abu Dhabi0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States63.48%
- 🇹🇼 Taiwan0.99%
- 🇬🇧 United Kingdom0.55%
- 🇮🇱 Israel0.16%
- 🇳🇱 Netherlands0.12%
- 🇨🇳 China0.11%
- 🇨🇦 Canada0.08%
- 🇩🇪 Germany0.06%
- 🇫🇷 France0.05%
- 🇮🇪 Ireland0.05%
- 🇮🇹 Italy0.04%
- 🇦🇺 Australia0.04%
- 🇨🇭 Switzerland0.04%
- 🇧🇷 Brazil0.03%
- 🇧🇲 Bermuda0.03%
- 🇨🇾 Cyprus0.03%
- 🇲🇽 Mexico0.03%
- 🇨🇱 Chile0.03%
- 🇩🇰 Denmark0.02%
- 🇸🇦 Saudi Arabia0.02%
- 🇸🇬 Singapore0.02%
- 🇫🇮 Finland0.02%
- 🇱🇺 Luxembourg0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇳🇴 Norway0%
- 🇺🇾 Uruguay0%
- 🇧🇪 Belgium0%
- 🇪🇸 Spain0%
- 🇨🇿 Czech Republic0%
- 🇮🇳 India0%
Dividends
Dividend Yield
0.53%
131 out of 236 instruments pay dividend.
98 dividend payments in the next 30 days.
Highest Dividend: $ABR (19.24%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ARCC | 0.09% | 10.16% | $1.62 |
 NVDA | 0.04% | 0.13% | $0.02 |
 VZ | 0.04% | 6.14% | $2.66 |
 MAIN | 0.03% | 5.96% | $2.85 |
 O | 0.03% | 5.41% | $3.09 |
 AVGO | 0.02% | 0.62% | $19.7 |
 KO | 0.02% | 2.7% | $1.89 |
 NLY | 0.01% | 13.16% | $2.6 |
 GainersQtr | 0.01% | 1.31% | - |
 CVX.US | 0.01% | 3.7% | $6.28 |
 JPM | 0.01% | 1.93% | $4.4 |
 GOOGL | 0.01% | 0.23% | $0.2 |
 MS | 0.01% | 1.84% | $3.4 |
 JNJ | 0.01% | 2.29% | $4.81 |
 TSM | 0.01% | 0.69% | $1.74 |
 GS | 0.01% | 1.56% | $11 |
 AAPL | 0.01% | 0.34% | $0.97 |
 PEP | 0.01% | 4.08% | $5.15 |
 TWO | 0.01% | 11.41% | $1.8 |
 TGT | 0.01% | 3.68% | $4.42 |
 WMT | 0.01% | 0.84% | $0.81 |
 BAC | 0.01% | 2.11% | $0.96 |
 MSFT | 0.01% | 0.83% | $3 |
 AXP | 0% | 1.09% | $2.6 |
 ABR | 0% | 19.24% | $1.72 |
 LSL.L | 0% | 5.28% | - |
 MRK | 0% | 2.78% | $3.04 |
 RIO | 0% | 3.79% | $4.34 |
 RHP | 0% | 4.06% | $4.3 |
 UNH | 0% | 2.25% | $7.74 |
 WU | 0% | 12.19% | $0.94 |
 Momentum-LS | 0% | 0.32% | - |
 LYB | 0% | 6.33% | $5.09 |
 DIS | 0% | 1.51% | $0.75 |
 OKE | 0% | 4.74% | $3.89 |
 KHC | 0% | 7.21% | $1.6 |
 NKE | 0% | 3.76% | $1.45 |
 MCD | 0% | 2.68% | $6.53 |
 PFE | 0% | 6.69% | $1.66 |
 MPLX.US | 0% | 7.43% | $3.33 |
 ADM | 0% | 2.48% | $1.9 |
 UPS | 0% | 6.09% | $6.5 |
 BBY | 0% | 5.44% | $3.72 |
 GLPI | 0% | 6.84% | $2.98 |
 RI.PA | 0% | 7.49% | $4.7 |
 MPT | 0% | 6.99% | $0.6 |
 TCAP.L | 0% | 5.3% | $0.15 |
 GSK.L | 0% | 3.5% | $0.59 |
 CVS | 0% | 2.8% | $2.54 |
 SWKS | 0% | 3.64% | $2.72 |
 KEY | 0% | 3.94% | $0.82 |
 SSSS | 0% | 3.51% | $7.25 |
 LRCX | 0% | 0.32% | $8 |
 AES | 0% | 4.78% | $0.68 |
 WPC | 0% | 4.95% | $3.67 |
 PRU | 0% | 5.46% | $5.1 |
 AZN.L | 0% | 1.72% | $2.28 |
 META | 0% | 0.34% | $1 |
 USB | 0% | 3.78% | $1.94 |
 REXR | 0% | 5.06% | $1.6 |
 WHR | 0% | 11.13% | $7 |
 D | 0% | 4.04% | $2.67 |
 AMT | 0% | 3.62% | $6.56 |
 NXPI | 0% | 1.31% | $4.06 |
 F | 0% | 3.92% | $0.78 |
 BMY | 0% | 4.47% | $2.34 |
 KVUE | 0% | 4.94% | $0.8 |
 BHP.L | 0% | 2.98% | $1.26 |
 HIG | 0% | 1.82% | $1.84 |
 CRM | 0% | 0.9% | $0.4 |
 MU | 0% | 0.05% | $0.46 |
 AMGN | 0% | 2.84% | $8.76 |
 PM | 0% | 3.29% | $5.2 |
 ABBV | 0% | 3% | $6.06 |
 PAYX | 0% | 4.53% | $3.65 |
 TROW | 0% | 4.85% | $4.92 |
 VOW3.DE | 0% | 5.92% | $9.06 |
 TJX | 0% | 1.11% | $1.42 |
 XOM | 0% | 2.68% | $3.76 |
 APD | 0% | 2.55% | $7.04 |
 SLB | 0% | 2.03% | $1.05 |
 ITW | 0% | 2.56% | $5.6 |
 EG | 0% | 2.57% | $7.25 |
 V | 0% | 0.81% | $2.01 |
 SBUX | 0% | 2.62% | $2.24 |
 AMAT | 0% | 0.4% | $1.44 |
 HD | 0% | 3% | $8.52 |
 MCHP | 0% | 1.95% | $1.75 |
 MMM | 0% | 1.97% | $5.21 |
 BLK | 0% | 2.16% | $20.2 |
 BX | 0% | 4.32% | $3.36 |
 PYPL | 0% | 1.01% | - |
 FDX | 0% | 1.79% | $5.16 |
 DVN | 0% | 2.26% | $2.05 |
 BARC.L | 0% | 1.87% | $0.08 |
 WFC | 0% | 2.22% | $1.4 |
 MA | 0% | 0.68% | $2.46 |
 PSKY | 0% | 1.89% | $0.2 |
 BDX | 0% | 2.82% | $3.76 |
 ALB | 0% | 0.99% | $1.6 |
 FMX | 0% | 2.06% | $1.99 |
 DTE | 0% | 3.26% | $4.01 |
 RTX | 0% | 1.54% | $2.44 |
 IBKR | 0% | 0.38% | - |
 KBH | 0% | 1.92% | $0.85 |
 VFC | 0% | 2.18% | $0.57 |
 KLAC | 0% | 0.39% | $5.65 |
 LLY | 0% | 0.57% | $4.86 |
 APO | 0% | 1.66% | $1.75 |
 COST | 0% | 0.55% | $19.22 |
 ACN | 0% | 3.55% | $4.99 |
 APH | 0% | 0.63% | $0.44 |
 FCX | 0% | 0.88% | $0.6 |
 EL | 0% | 1.71% | $2.64 |
 BABA | 0% | 0.82% | $0.98 |
 NVO | 0% | 2.81% | $0.98 |
 RACE | 0% | 1.19% | $2.64 |
 MRVL | 0% | 0.08% | $0.24 |
 0700.HK | 0% | 1.16% | $3.4 |
 ORCL | 0% | 0.86% | $1.6 |
 BRO | 0% | 1.15% | $0.51 |
 LEG | 0% | 1.96% | $1.43 |
 DHR | 0% | 0.78% | $1.05 |
 UHAL.B | 0% | 0.4% | $0.19 |
 VG | 0% | 0.53% | - |
 BAYN.DE | 0% | 0.31% | $0.11 |
 MCO | 0% | 0.89% | $3.24 |
 CRS | 0% | 0.16% | $0.8 |
 PWR | 0% | 0.06% | $0.35 |
 SOLS | 0% | -0.18% | - |
 ITUB | 0% | -1.82% | $-0.15 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
LYB | Pay Day | Jun 8, 2026 | $0.69 |
MAIN | Ex-Dividend | Jun 8, 2026 | $0.26 |
GOOGL | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOG (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 SGO.PA (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $2.68 |
 IGG.L (GainersQtr) | Pay Day | Jun 8, 2026 | $0.37 |
GOOGL (GainersQtr) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOG (Momentum-LS) | Ex-Dividend | Jun 8, 2026 | $0.22 |
GOOGL (Momentum-LS) | Ex-Dividend | Jun 8, 2026 | $0.22 |
JNJ | Pay Day | Jun 9, 2026 | $1.34 |
BDX | Ex-Dividend | Jun 9, 2026 | $1.05 |
JNJ (GainersQtr) | Pay Day | Jun 9, 2026 | $1.34 |
CVX.US | Pay Day | Jun 10, 2026 | $1.78 |
XOM | Pay Day | Jun 10, 2026 | $1.03 |
LLY | Pay Day | Jun 10, 2026 | $1.73 |
VFC | Ex-Dividend | Jun 10, 2026 | $0.09 |
ADM | Pay Day | Jun 10, 2026 | $0.52 |
SOLS | Pay Day | Jun 10, 2026 | -$0.07 |
CVX.US (GainersQtr) | Pay Day | Jun 10, 2026 | $1.78 |
 IBM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.69 |
XOM (GainersQtr) | Pay Day | Jun 10, 2026 | $1.03 |
SGO.PA (GainersQtr) | Pay Day | Jun 10, 2026 | $2.68 |
LLY (GainersQtr) | Pay Day | Jun 10, 2026 | $1.73 |
 SPGI (GainersQtr) | Pay Day | Jun 10, 2026 | $0.97 |
 OXY (GainersQtr) | Ex-Dividend | Jun 10, 2026 | $0.26 |
 DLO (GainersQtr) | Pay Day | Jun 10, 2026 | $0.19 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
RTX | Pay Day | Jun 11, 2026 | $0.73 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
AMAT | Pay Day | Jun 11, 2026 | $0.53 |
CRM | Ex-Dividend | Jun 11, 2026 | $0.44 |
PRU | Pay Day | Jun 11, 2026 | $1.40 |
TSM | Ex-Dividend | Jun 11, 2026 | $0.95 |
MSFT (GainersQtr) | Pay Day | Jun 11, 2026 | $0.91 |
RTX (GainersQtr) | Pay Day | Jun 11, 2026 | $0.73 |
 01211.HK (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.05 |
TSM (GainersQtr) | Ex-Dividend | Jun 11, 2026 | $0.95 |
AMAT (Momentum-LS) | Pay Day | Jun 11, 2026 | $0.53 |
MMM | Pay Day | Jun 12, 2026 | $0.78 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
ALB | Ex-Dividend | Jun 12, 2026 | $0.41 |
AMT | Ex-Dividend | Jun 12, 2026 | $1.79 |
GLPI | Ex-Dividend | Jun 12, 2026 | $0.82 |
EG | Ex-Dividend | Jun 12, 2026 | $2.00 |
IBKR | Pay Day | Jun 12, 2026 | $0.09 |
PFE (GainersQtr) | Pay Day | Jun 12, 2026 | $0.43 |
ALB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.41 |
 WMB (GainersQtr) | Ex-Dividend | Jun 12, 2026 | $0.53 |
 RKT.L (GainersQtr) | Pay Day | Jun 12, 2026 | $1.70 |
 BBOX.L (GainersQtr) | Pay Day | Jun 12, 2026 | $0.03 |
 TER (Momentum-LS) | Pay Day | Jun 12, 2026 | $0.13 |
 FRO (Momentum-LS) | Ex-Dividend | Jun 12, 2026 | $1.55 |
 SEI.US (Momentum-LS) | Pay Day | Jun 12, 2026 | $0.12 |
META | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO | Ex-Dividend | Jun 15, 2026 | $0.53 |
MRK | Ex-Dividend | Jun 15, 2026 | $0.85 |
PSKY | Ex-Dividend | Jun 15, 2026 | $0.05 |
DVN | Ex-Dividend | Jun 15, 2026 | $0.32 |
EL | Pay Day | Jun 15, 2026 | $0.35 |
KEY | Pay Day | Jun 15, 2026 | $0.20 |
TROW | Ex-Dividend | Jun 15, 2026 | $1.30 |
LEG | Ex-Dividend | Jun 15, 2026 | $0.05 |
O | Pay Day | Jun 15, 2026 | $0.27 |
MAIN | Pay Day | Jun 15, 2026 | $0.26 |
ARCC | Ex-Dividend | Jun 15, 2026 | $0.48 |
GOOGL | Pay Day | Jun 15, 2026 | $0.22 |
GOOG (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
META (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
KO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.53 |
DVN (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 MO (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $1.06 |
 NEE (GainersQtr) | Pay Day | Jun 15, 2026 | $0.62 |
O (GainersQtr) | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL (GainersQtr) | Pay Day | Jun 15, 2026 | $0.22 |
 CVE (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.16 |
 DOC (GainersQtr) | Ex-Dividend | Jun 15, 2026 | $0.10 |
GOOG (Momentum-LS) | Pay Day | Jun 15, 2026 | $0.22 |
GOOGL (Momentum-LS) | Pay Day | Jun 15, 2026 | $0.22 |
MCD | Pay Day | Jun 16, 2026 | $1.86 |
WU | Ex-Dividend | Jun 16, 2026 | $0.23 |
SWKS | Pay Day | Jun 16, 2026 | $0.71 |
MCD (GainersQtr) | Pay Day | Jun 16, 2026 | $1.86 |
 DUK (GainersQtr) | Pay Day | Jun 16, 2026 | $1.06 |
 GEV (Momentum-LS) | Ex-Dividend | Jun 16, 2026 | $0.50 |
LRCX | Ex-Dividend | Jun 17, 2026 | $0.26 |
 WDC (Momentum-LS) | Pay Day | Jun 17, 2026 | $0.15 |
LRCX (Momentum-LS) | Ex-Dividend | Jun 17, 2026 | $0.26 |
 POWL (Momentum-LS) | Pay Day | Jun 17, 2026 | $0.09 |
HD | Pay Day | Jun 18, 2026 | $2.33 |
BBY | Ex-Dividend | Jun 18, 2026 | $0.96 |
VFC | Pay Day | Jun 18, 2026 | $0.09 |
MPT | Ex-Dividend | Jun 18, 2026 | $0.09 |
 G24.DE (GainersQtr) | Ex-Dividend | Jun 18, 2026 | $1.73 |
VOW3.DE | Ex-Dividend | Jun 19, 2026 | $6.04 |
D | Pay Day | Jun 20, 2026 | $0.67 |
DTE | Ex-Dividend | Jun 22, 2026 | $1.17 |
G24.DE (GainersQtr) | Pay Day | Jun 22, 2026 | $1.73 |
VOW3.DE | Pay Day | Jun 23, 2026 | $6.04 |
BLK | Pay Day | Jun 23, 2026 | $5.73 |
APH | Ex-Dividend | Jun 23, 2026 | $0.25 |
 VLO (GainersQtr) | Pay Day | Jun 23, 2026 | $1.20 |
BLK (GainersQtr) | Pay Day | Jun 23, 2026 | $5.73 |
 STM.US (GainersQtr) | Ex-Dividend | Jun 23, 2026 | $0.09 |
FRO (Momentum-LS) | Pay Day | Jun 23, 2026 | $1.55 |
 AMKR (Momentum-LS) | Pay Day | Jun 23, 2026 | $0.08 |
 HAL (GainersQtr) | Pay Day | Jun 24, 2026 | $0.17 |
 01093.HK (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.02 |
 GFS (GainersQtr) | Ex-Dividend | Jun 24, 2026 | $0.12 |
 STX.US (Momentum-LS) | Ex-Dividend | Jun 24, 2026 | $0.74 |
META | Pay Day | Jun 25, 2026 | $0.53 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
META (GainersQtr) | Pay Day | Jun 25, 2026 | $0.53 |
 SU (GainersQtr) | Pay Day | Jun 25, 2026 | $0.44 |
PYPL (Momentum-LS) | Pay Day | Jun 25, 2026 | $0.14 |
BAC | Pay Day | Jun 26, 2026 | $0.28 |
NVDA | Pay Day | Jun 26, 2026 | $0.25 |
DHR | Ex-Dividend | Jun 26, 2026 | $0.40 |
GLPI | Pay Day | Jun 26, 2026 | $0.82 |
KHC | Pay Day | Jun 26, 2026 | $0.40 |
EG | Pay Day | Jun 26, 2026 | $2.00 |
NVDA (GainersQtr) | Pay Day | Jun 26, 2026 | $0.25 |
 BP.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.08 |
 HSBA.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
 TSCO.L (GainersQtr) | Pay Day | Jun 26, 2026 | $0.13 |
DOC (GainersQtr) | Pay Day | Jun 26, 2026 | $0.10 |
GS | Pay Day | Jun 29, 2026 | $4.50 |
TROW | Pay Day | Jun 29, 2026 | $1.30 |
WMB (GainersQtr) | Pay Day | Jun 29, 2026 | $0.53 |
 SHEL.L (GainersQtr) | Pay Day | Jun 29, 2026 | $0.39 |
 GLW (Momentum-LS) | Pay Day | Jun 29, 2026 | $0.28 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
WU | Pay Day | Jun 30, 2026 | $0.23 |
DVN | Pay Day | Jun 30, 2026 | $0.32 |
ITW | Ex-Dividend | Jun 30, 2026 | $1.61 |
BDX | Pay Day | Jun 30, 2026 | $1.05 |
REXR | Ex-Dividend | Jun 30, 2026 | $0.43 |
ARCC | Pay Day | Jun 30, 2026 | $0.48 |
RHP | Ex-Dividend | Jun 30, 2026 | $1.20 |
PEP (GainersQtr) | Pay Day | Jun 30, 2026 | $1.48 |
 TTE.PA (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.01 |
 DE (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $1.62 |
 MDLZ (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.50 |
DVN (GainersQtr) | Pay Day | Jun 30, 2026 | $0.32 |
 ALW.L (GainersQtr) | Pay Day | Jun 30, 2026 | $0.10 |
CVE (GainersQtr) | Pay Day | Jun 30, 2026 | $0.16 |
STM.US (GainersQtr) | Pay Day | Jun 30, 2026 | $0.09 |
 TRP (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.65 |
 STN (GainersQtr) | Ex-Dividend | Jun 30, 2026 | $0.18 |
KO | Pay Day | Jul 1, 2026 | $0.53 |
NKE | Pay Day | Jul 1, 2026 | $0.41 |
ALB | Pay Day | Jul 1, 2026 | $0.41 |
PSKY | Pay Day | Jul 1, 2026 | $0.05 |
APD | Ex-Dividend | Jul 1, 2026 | $1.81 |
PWR | Ex-Dividend | Jul 1, 2026 | $0.11 |
KO (GainersQtr) | Pay Day | Jul 1, 2026 | $0.53 |
ALB (GainersQtr) | Pay Day | Jul 1, 2026 | $0.41 |
HIG | Pay Day | Jul 2, 2026 | $0.60 |
CRM | Pay Day | Jul 2, 2026 | $0.44 |
TTE.PA (GainersQtr) | Pay Day | Jul 2, 2026 | $1.01 |
JPM | Ex-Dividend | Jul 6, 2026 | $1.50 |
 CSCO (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.42 |
JPM (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $1.50 |
 REP.MC (GainersQtr) | Ex-Dividend | Jul 6, 2026 | $0.59 |
STX.US (Momentum-LS) | Pay Day | Jul 7, 2026 | $0.74 |
MRK | Pay Day | Jul 8, 2026 | $0.85 |
LRCX | Pay Day | Jul 8, 2026 | $0.26 |
REP.MC (GainersQtr) | Pay Day | Jul 8, 2026 | $0.59 |
LRCX (Momentum-LS) | Pay Day | Jul 8, 2026 | $0.26 |
BBY | Pay Day | Jul 9, 2026 | $0.96 |
GSK.L | Pay Day | Jul 9, 2026 | $0.23 |
SLB | Pay Day | Jul 9, 2026 | $0.29 |
TSM | Pay Day | Jul 9, 2026 | $0.95 |
 LMP.L (GainersQtr) | Pay Day | Jul 9, 2026 | $0.04 |
SLB (GainersQtr) | Pay Day | Jul 9, 2026 | $0.29 |
TSM (GainersQtr) | Pay Day | Jul 9, 2026 | $0.95 |
 INTU (Momentum-LS) | Ex-Dividend | Jul 9, 2026 | $1.20 |
ITW | Pay Day | Jul 10, 2026 | $1.61 |
MO (GainersQtr) | Pay Day | Jul 10, 2026 | $1.06 |
 BTI (GainersQtr) | Ex-Dividend | Jul 10, 2026 | $0.83 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
PWR | Pay Day | Jul 13, 2026 | $0.11 |
AMT | Pay Day | Jul 13, 2026 | $1.79 |
MDLZ (GainersQtr) | Pay Day | Jul 14, 2026 | $0.50 |
GFS (GainersQtr) | Pay Day | Jul 14, 2026 | $0.12 |
GEV (Momentum-LS) | Pay Day | Jul 14, 2026 | $0.50 |
APH | Pay Day | Jul 15, 2026 | $0.25 |
LEG | Pay Day | Jul 15, 2026 | $0.05 |
DTE | Pay Day | Jul 15, 2026 | $1.17 |
REXR | Pay Day | Jul 15, 2026 | $0.43 |
RHP | Pay Day | Jul 15, 2026 | $1.20 |
01093.HK (GainersQtr) | Pay Day | Jul 15, 2026 | $0.02 |
OXY (GainersQtr) | Pay Day | Jul 15, 2026 | $0.26 |
STN (GainersQtr) | Pay Day | Jul 15, 2026 | $0.18 |
MPT | Pay Day | Jul 16, 2026 | $0.09 |
 EOG (GainersQtr) | Ex-Dividend | Jul 17, 2026 | $1.02 |
INTU (Momentum-LS) | Pay Day | Jul 17, 2026 | $1.20 |
 ZTS (Momentum-LS) | Ex-Dividend | Jul 20, 2026 | $0.53 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
RI.PA | Ex-Dividend | Jul 22, 2026 | $2.77 |
CSCO (GainersQtr) | Pay Day | Jul 22, 2026 | $0.42 |
RI.PA (GainersQtr) | Ex-Dividend | Jul 22, 2026 | $2.77 |
 SSE.L (GainersQtr) | Ex-Dividend | Jul 23, 2026 | $0.63 |
RI.PA | Pay Day | Jul 24, 2026 | $2.77 |
RI.PA (GainersQtr) | Pay Day | Jul 24, 2026 | $2.77 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
DHR | Pay Day | Jul 31, 2026 | $0.40 |
JPM (GainersQtr) | Pay Day | Jul 31, 2026 | $1.50 |
EOG (GainersQtr) | Pay Day | Jul 31, 2026 | $1.02 |
01211.HK (GainersQtr) | Pay Day | Jul 31, 2026 | $0.05 |
TRP (GainersQtr) | Pay Day | Jul 31, 2026 | $0.65 |
APD | Pay Day | Aug 10, 2026 | $1.81 |
DE (GainersQtr) | Pay Day | Aug 10, 2026 | $1.62 |
 EQNR.OL (GainersQtr) | Ex-Dividend | Aug 13, 2026 | $0.39 |
 BG (GainersQtr) | Ex-Dividend | Aug 18, 2026 | $0.72 |
BTI (GainersQtr) | Pay Day | Aug 19, 2026 | $0.83 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
EQNR.OL (GainersQtr) | Pay Day | Aug 27, 2026 | $0.39 |
BG (GainersQtr) | Pay Day | Sep 1, 2026 | $0.72 |
ZTS (Momentum-LS) | Pay Day | Sep 1, 2026 | $0.53 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
SSE.L (GainersQtr) | Pay Day | Sep 17, 2026 | $0.63 |
Performance Metrics
Score 4.1/10
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Beta
1.36
1.36
0
0.8
1.2
0
2
Sharpe Ratio
0.37
0.37
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.09
1.09
0
1
1.5
2.5
2.5
Treynor Ratio
0.87
0.87
0
0.75
1.25
2
2
Information Ratio
0.1
0.1
0
0.3
0.6
1
1
Calmar Ratio
0.14
0.14
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
33.49
High:MCHP
446.04MCHPLow:
CRWD
-3,814.8CRWDDetails
PEG Ratio
71.1
High:DHR
72,140DHRLow:CRWD
-5,187.17CRWDDetails
Price/Book
19.98
High:MA
63.6MALow:MCD
-150.65MCDDetails
Price/Sales
15.43
High:
MSTR
88.08MSTRLow:
LAC
-LACDetails
Price/CF
33.22
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
49.01
High:SBUX
1,256.06SBUXLow:IBKR
0.84IBKRDetails
P/E Ratio
33.49
High:MCHP
446.04MCHPLow:CRWD
-3,814.8CRWDDetails
PEG Ratio
71.1
High:DHR
72,140DHRLow:CRWD
-5,187.17CRWDDetails
Price/Book
19.98
High:MA
63.6MALow:MCD
-150.65MCDDetails
Price/Sales
15.43
High:MSTR
88.08MSTRLow:LAC
-LACDetails
Price/CF
33.22
High:MSTR
7,511.07MSTRLow:IBKR
0.84IBKRDetails
Price/FCF
49.01
High:SBUX
1,256.06SBUXLow:IBKR
0.84IBKRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-70.55% | Jan 2018 | Feb 2024 | 73 |
-20.98% | Nov 2025 | - | 8 |
-15.5% | Feb 2025 | Jun 2025 | 4 |
-8.06% | Apr 2024 | May 2024 | 1 |
-2.82% | Jul 2024 | Sep 2024 | 2 |
-1.67% | Aug 2025 | Sep 2025 | 1 |
-1.4% | Dec 2024 | Jan 2025 | 1 |