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-0.06%
Today
+8.06%
This Month
-1.15%
Year To Date
+22.08%
2 Years
+16.33%
5 Years
+6.24%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance14.67%
- 🪙 Cryptocurrencies9.93%
- 💻 Electronic Technology8.39%
- 🖥️ Technology Services7.13%
- 📊 ETFs5.53%
- 💇♀️ Consumer Services4.67%
- 🛍️ Retail Trade3.93%
- 🍞 Consumer Non Durables3.75%
- ⛏️ Energy Minerals3.59%
- 🪨 Non Energy Minerals2.81%
- 🚗 Consumer Durables2.71%
- 🧬 Health Technology2.65%
- 🚚 Transportation2.42%
- 🛠️ Producer Manufacturing1.9%
- 💹 Forex1.22%
- ⚡ Utilities1.11%
- 📡 Communications0.98%
- 💼 Commercial Services0.88%
- 🧪 Process Industries0.82%
- 📈 Indexes0.81%
- 🏭 Industrial Services0.66%
- 📦 Distribution Services0.43%
- 🏥 Health Services0.3%
- 🌾 Commodities0.12%
- 💵 Cash0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.02%
- 🇺🇸 Nasdaq20.41%
- 🌍 Digital Currency9.93%
- 🇬🇧 LSE7.41%
- 🇳🇱 Euronext Amsterdam6.38%
- 🇩🇪 FRA2.61%
- 🇭🇰 Hong Kong Exchanges2.17%
- 🇫🇷 Euronext Paris2.17%
- 🌍 FX1.22%
- 🌍 CFD0.81%
- 🇦🇺 Sydney0.59%
- 🇸🇪 Stockholm Stock Exchange0.36%
- 🇺🇸 Chicago Board Options Exchange0.3%
- 🇮🇹 Borsa Italiana0.26%
- 🇩🇪 Xetra ETFs0.24%
- 🇪🇸 Bolsa De Madrid0.18%
- 🇨🇭 SIX0.13%
- 🌍 Commodity0.12%
- 🇩🇰 Copenhagen Stock Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States32.2%
- 🇳🇱 Netherlands6.8%
- 🇬🇧 United Kingdom5.54%
- 🇨🇳 China3.51%
- 🇩🇪 Germany2.61%
- 🇮🇱 Israel2.2%
- 🇨🇦 Canada2.07%
- 🇫🇷 France2.06%
- 🇧🇲 Bermuda1.25%
- 🇸🇬 Singapore0.99%
- 🇮🇪 Ireland0.75%
- 🇦🇺 Australia0.62%
- 🇨🇾 Cyprus0.56%
- 🇧🇷 Brazil0.48%
- 🇹🇼 Taiwan0.43%
- 🇭🇰 Hong Kong0.38%
- 🇸🇪 Sweden0.36%
- 🇮🇹 Italy0.33%
- 🇨🇭 Switzerland0.31%
- 🇩🇰 Denmark0.2%
- 🇪🇸 Spain0.13%
- 🇱🇺 Luxembourg0.06%
Dividends
Dividend Yield
1.77%
237 out of 428 instruments pay dividend.
54 dividend payments in the next 30 days.
Highest Dividend: $NXI.PA (28.14%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PLUS.L | 0.11% | 5.11% | $1.33 |
 IIPR | 0.1% | 13.71% | $7.34 |
 JKS | 0.08% | 16.23% | $1.48 |
 MPW | 0.07% | 8.51% | $0.6 |
 FRO | 0.06% | 10.2% | $2.17 |
 FDJU.PA | 0.05% | 6.33% | $1.78 |
 3988.HK | 0.05% | 5.67% | $0.26 |
 IGG.L | 0.04% | 4.14% | $0.46 |
 NN.NV | 0.04% | 6.28% | $3.2 |
 DK | 0.03% | 5.28% | $0.97 |
 BIL | 0.03% | 4.76% | - |
 INGA.NV | 0.03% | 5.69% | $1.11 |
 0998.HK | 0.03% | 5.67% | $0.38 |
 FMG.ASX | 0.03% | 8.89% | $2.08 |
 SHEL.L | 0.03% | 4.42% | $0.8 |
 VOW3.DE | 0.03% | 6.62% | $9.06 |
 PAH3.DE | 0.03% | 5.39% | $2.56 |
 IMB.L | 0.03% | 6.78% | $1.49 |
 PBR.A | 0.02% | 11.77% | $2.21 |
 KEN | 0.02% | 13.65% | $3.8 |
 TNK | 0.02% | 2.3% | $1 |
 PRGO | 0.02% | 4.2% | $1.1 |
 LIGHT.NV | 0.02% | 7.1% | $1.55 |
 VALE | 0.02% | 7.89% | $1.33 |
 HSBC | 0.02% | 5.55% | $3.03 |
 EVO.ST | 0.02% | 4.69% | $31.03 |
 0941.HK | 0.02% | 5.74% | $4.83 |
 AES | 0.02% | 6.96% | $0.68 |
 PFE | 0.02% | 7.31% | $1.66 |
 SCHD | 0.02% | 4.03% | - |
 O | 0.01% | 5.64% | $3.09 |
 HBR.L | 0.01% | 11.07% | $0.2 |
 VOO | 0.01% | 1.37% | - |
 PHNX.L | 0.01% | 8.58% | $0.53 |
 JIN.ASX | 0.01% | 5.1% | - |
 CVX | 0.01% | 4.86% | $6.28 |
 SHV | 0.01% | 4.78% | - |
 INTC | 0.01% | 2.48% | $0.5 |
 LHA.DE | 0.01% | 4.26% | $0.3 |
 TLT | 0.01% | 4.21% | - |
 VOD | 0.01% | 4.46% | $0.94 |
 MINT | 0.01% | 5.12% | - |
 BABA | 0.01% | 0.88% | $0.98 |
 JPST | 0.01% | 4.96% | - |
 ABBV | 0.01% | 3.45% | $6.06 |
 GOOG | 0.01% | 0.47% | $0.2 |
 P911.DE | 0.01% | 5.31% | $2.31 |
 LI.PA | 0.01% | 5.38% | $1.8 |
 LPG | 0.01% | 3.38% | - |
 NXI.PA | 0.01% | 28.14% | - |
 OXY | 0.01% | 2.23% | $0.8 |
 PSQ | 0.01% | 6.31% | - |
 ABDN.L | 0.01% | 8.49% | $0.15 |
 ENI.MI | 0.01% | 7.89% | $0.94 |
 SQQQ | 0.01% | 9.2% | - |
 MO | 0.01% | 6.88% | $3.92 |
 TEF.MC | 0.01% | 5.2% | $0.24 |
 FCX | 0.01% | 1.54% | $0.6 |
 WBA | 0.01% | 8.96% | $1.46 |
 RIO | 0.01% | 6.63% | $4.34 |
 TWEKA.NV | 0.01% | 3.93% | $1.7 |
 VPK.NV | 0.01% | 3.97% | $1.5 |
 SIG | 0.01% | 1.78% | $1.04 |
 VOD.L | 0.01% | 4.9% | $0.08 |
 AVGO | 0.01% | 0.93% | $19.7 |
 EMG.L | 0.01% | 7.52% | $0.13 |
 FGR.PA | 0.01% | 3.84% | $4.1 |
 TTE.PA | 0.01% | 6.26% | $3.06 |
 AKZA.NV | 0.01% | 3.32% | $1.98 |
 SDS | 0.01% | 6.95% | - |
 NDA.DE | 0.01% | 1.94% | $1.4 |
 ABR | 0% | 16.38% | $1.72 |
 ISP.MI | 0% | 7.03% | $0.3 |
 ASML.NV | 0% | 0.96% | $6.1 |
 JNJ | 0% | 3.28% | $4.81 |
 TSM | 0% | 1.12% | $1.74 |
 CA.PA | 0% | 6.47% | $0.87 |
 PBR | 0% | 15.21% | $1.73 |
 CVS | 0% | 4.24% | $2.54 |
 MSFT | 0% | 0.71% | $3 |
 BKNG | 0% | 0.67% | $17.5 |
 DG.PA | 0% | 3.71% | $4.5 |
 XOM | 0% | 4.8% | $3.76 |
 AXP | 0% | 0.99% | $2.6 |
 T | 0% | 4.06% | $1.11 |
 BP.L | 0% | 6.86% | $0.23 |
 BESI.NV | 0% | 1.97% | $2.15 |
 0992.HK | 0% | 4.14% | $0.38 |
 TEP.PA | 0% | 4.74% | $3.85 |
 JPM | 0% | 2.01% | $4.4 |
 DLR | 0% | 2.84% | $4.88 |
 AQN | 0% | 4.62% | $0.43 |
 DSFIR.NV | 0% | 2.55% | $2.5 |
 CS.PA | 0% | 5.18% | $1.98 |
 VZ | 0% | 6.26% | $2.66 |
 SZG.DE | 0% | 0.96% | $0.45 |
 BN.US | 0% | 0.58% | $0.3 |
 ASML | 0% | 0.79% | $5.57 |
 VICI | 0% | 5.42% | $1.66 |
 VNA.DE | 0% | 4.22% | $0.9 |
 BAC | 0% | 2.36% | $0.96 |
 META | 0% | 0.31% | $1 |
 JST.DE | 0% | 2.92% | $1.5 |
 VNQ | 0% | 4.11% | - |
 BNS | 0% | 5.79% | $3.09 |
 SBUX | 0% | 2.85% | $2.24 |
 CVE | 0% | 3.81% | $0.44 |
 NOVO-B.CO | 0% | 2.5% | $9.4 |
 KO | 0% | 2.79% | $1.89 |
 PRX.NV | 0% | 0.22% | $0.07 |
 WPC | 0% | 5.59% | $3.67 |
 9988.HK | 0% | 0.87% | $0.98 |
 V | 0% | 0.63% | $2.01 |
 ROG.ZU | 0% | 3.73% | $9.6 |
 UNH | 0% | 2.84% | $7.74 |
 EPD | 0% | 6.82% | $2.03 |
 FDX | 0% | 2.52% | $5.16 |
 PM | 0% | 3.02% | $5.2 |
 SPHD | 0% | 3.42% | - |
 UPS | 0% | 6.72% | $6.5 |
 CCI | 0% | 5.77% | $6.26 |
 ENB | 0% | 5.64% | $2.66 |
 CUBE | 0% | 4.88% | $2.02 |
 SAN.PA | 0% | 4.26% | $3.76 |
 WMT | 0% | 0.96% | $0.81 |
 LMT | 0% | 2.77% | $12.45 |
 AZN.L | 0% | 2.36% | $2.28 |
 AMT | 0% | 3.12% | $6.56 |
 ALLY | 0% | 3.42% | $1.2 |
 REXR | 0% | 4.84% | $1.6 |
 MU | 0% | 0.47% | $0.46 |
 EVRG | 0% | 4% | $2.54 |
 EXR | 0% | 4.32% | $6.48 |
 USB | 0% | 4.58% | $1.94 |
 ENEL.MI | 0% | 5.86% | $0.43 |
 TGT | 0% | 4.74% | $4.42 |
 TSN | 0% | 3.59% | $1.96 |
 FMC | 0% | 5.88% | $2.32 |
 MRK | 0% | 4.22% | $3.04 |
 NESN.ZU | 0% | 3.49% | $3 |
 PEP | 0% | 4.19% | $5.15 |
 D | 0% | 4.78% | $2.67 |
 IWM | 0% | 1.27% | - |
 SPY | 0% | 1.29% | - |
 AMR | 0% | 0.38% | $1.94 |
 CMCSA | 0% | 3.76% | $1.2 |
 B | 0% | 2.04% | $0.4 |
 9618.HK | 0% | 2.96% | $2.97 |
 AEP | 0% | 3.59% | $3.47 |
 GS | 0% | 1.99% | $11 |
 APD | 0% | 2.63% | $7.04 |
 GIS | 0% | 4.46% | $2.36 |
 AAPL | 0% | 0.51% | $0.97 |
 WTRG | 0% | 3.41% | $1.23 |
 MUR | 0% | 5.91% | $1.15 |
 DIS | 0% | 0.9% | $0.75 |
 AFL | 0% | 2.1% | $1.84 |
 LLY | 0% | 0.78% | $4.86 |
 MA | 0% | 0.49% | $2.46 |
 CRGY | 0% | 5.56% | $0.48 |
 SPG | 0% | 5.14% | $7.75 |
 NVS | 0% | 2.92% | $3.2 |
 BND | 0% | 3.68% | - |
 CAT | 0% | 1.61% | $5.31 |
 HD | 0% | 2.49% | $8.52 |
 NVO | 0% | 1.72% | $0.98 |
 AWK | 0% | 2.21% | $2.89 |
 OR.PA | 0% | 1.91% | $6.6 |
 MAIN | 0% | 5.28% | $2.85 |
 VST | 0% | 0.55% | $0.85 |
 BHP | 0% | 4.98% | $3.01 |
 BMY | 0% | 5.16% | $2.34 |
 NEE | 0% | 3.15% | $1.97 |
 SO | 0% | 3.28% | $2.82 |
 MC.PA | 0% | 2.71% | $13 |
 AIR.PA | 0% | 1.23% | $1.8 |
 BN.PA | 0% | 2.86% | $2.1 |
 NKE | 0% | 2.56% | $1.45 |
 IBM | 0% | 2.59% | $6.65 |
 CDI.PA | 0% | 2.89% | $13 |
 AOS | 0% | 2.07% | $1.26 |
 UCG.MI | 0% | 4.25% | $1.8 |
 QQQ | 0% | 0.63% | - |
 ORCL | 0% | 1.05% | $1.6 |
 VTEB | 0% | 3.24% | - |
 RI.PA | 0% | 5.14% | $4.7 |
 QCOM | 0% | 2.33% | $3.25 |
 PG | 0% | 2.42% | $3.83 |
 MTS.MC | 0% | 1.82% | $0.44 |
 BAYN.DE | 0% | 0.44% | $0.11 |
 ASM.NV | 0% | 0.6% | $2.75 |
 K | 0% | 2.77% | $2.28 |
 BLK | 0% | 2.12% | $20.2 |
 MDT.US | 0% | 3.43% | $2.77 |
 SAX.DE | 0% | 4.49% | $1.85 |
 SYY | 0% | 2.88% | $2.01 |
 CL | 0% | 2.2% | $1.96 |
 NXPI | 0% | 2.07% | $4.06 |
 MMM | 0% | 1.92% | $5.21 |
 AER | 0% | 0.91% | $0.25 |
 LNT | 0% | 3.21% | $1.87 |
 DOX | 0% | 2.14% | $1.83 |
 AGN.NV | 0% | 5.59% | $0.3 |
 URA | 0% | 3.05% | - |
 SPY5.L | 0% | 1.05% | - |
 SBMO.NV | 0% | 4.29% | $0.77 |
 ULVR.L | 0% | 3.22% | $1.47 |
 DTE.DE | 0% | 2.71% | $0.77 |
 RMS.PA | 0% | 1.09% | $25 |
 IEMG | 0% | 3.08% | - |
 CSCO | 0% | 2.58% | $1.58 |
 FNV | 0% | 0.84% | $1.41 |
 MCD | 0% | 2.25% | $6.53 |
 INDA | 0% | 0.74% | - |
 ADP | 0% | 1.86% | $5.45 |
 NVDA | 0% | 0.03% | $0.02 |
 ETN | 0% | 1.19% | $3.6 |
 SPGI | 0% | 0.73% | $3.62 |
 CPR.MI | 0% | 1.15% | $0.07 |
 VTI | 0% | 1.37% | - |
 KR | 0% | 1.91% | $1.16 |
 ADI | 0% | 1.78% | $3.56 |
 AMAT | 0% | 1.04% | $1.44 |
 C | 0% | 2.98% | $2.12 |
 RACE | 0% | 0.68% | $2.64 |
 COST | 0% | 0.47% | $19.22 |
 DE | 0% | 1.23% | $5.76 |
 RYAAY | 0% | 1.5% | $0.93 |
 01211.HK | 0% | 1.07% | $3.41 |
 QQQJ | 0% | 0.74% | - |
 ELV | 0% | 1.77% | $6.22 |
 WM | 0% | 1.33% | $2.9 |
 INTU | 0% | 0.53% | $3.6 |
 VRSN | 0% | 0.29% | - |
 NBN | 0% | 0.05% | $0.04 |
 GOOGL | 0% | 0.47% | $0.2 |
 AI.PA | 0% | -1.81% | $-2.91 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TGT | Pay Day | Jun 1, 2025 | $1.12 |
KR | Pay Day | Jun 1, 2025 | $0.32 |
MCD | Ex-Dividend | Jun 2, 2025 | $1.77 |
NKE | Ex-Dividend | Jun 2, 2025 | $0.40 |
V | Pay Day | Jun 2, 2025 | $0.59 |
LMT | Ex-Dividend | Jun 2, 2025 | $3.30 |
K | Ex-Dividend | Jun 2, 2025 | $0.57 |
AFL | Pay Day | Jun 2, 2025 | $0.58 |
NEE | Ex-Dividend | Jun 2, 2025 | $0.57 |
MUR | Pay Day | Jun 2, 2025 | $0.32 |
O | Ex-Dividend | Jun 2, 2025 | $0.27 |
WTRG | Pay Day | Jun 2, 2025 | $0.33 |
CRGY | Pay Day | Jun 2, 2025 | $0.12 |
CA.PA | Pay Day | Jun 3, 2025 | $0.24 |
AWK | Pay Day | Jun 3, 2025 | $0.83 |
FDJU.PA | Pay Day | Jun 3, 2025 | $2.22 |
PBR | Ex-Dividend | Jun 4, 2025 | $0.11 |
ADI | Ex-Dividend | Jun 4, 2025 | $0.99 |
HD | Ex-Dividend | Jun 5, 2025 | $2.30 |
QCOM | Ex-Dividend | Jun 5, 2025 | $0.89 |
UPS | Pay Day | Jun 5, 2025 | $1.64 |
BLK | Ex-Dividend | Jun 5, 2025 | $5.21 |
SAX.DE | Ex-Dividend | Jun 5, 2025 | $2.52 |
AER | Pay Day | Jun 5, 2025 | $0.27 |
VOD.L | Ex-Dividend | Jun 5, 2025 | $0.02 |
BAC | Ex-Dividend | Jun 6, 2025 | $0.26 |
PEP | Ex-Dividend | Jun 6, 2025 | $1.42 |
VOD | Ex-Dividend | Jun 6, 2025 | $0.25 |
BKNG | Ex-Dividend | Jun 6, 2025 | $9.60 |
SO | Pay Day | Jun 6, 2025 | $0.72 |
WM | Ex-Dividend | Jun 6, 2025 | $0.82 |
0941.HK | Ex-Dividend | Jun 6, 2025 | $0.32 |
MAIN | Ex-Dividend | Jun 6, 2025 | $0.25 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
SPG | Ex-Dividend | Jun 9, 2025 | $2.10 |
SAX.DE | Pay Day | Jun 9, 2025 | $2.52 |
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
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 |
ELV | Ex-Dividend | Jun 10, 2025 | $1.71 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
AEP | Pay Day | Jun 10, 2025 | $0.93 |
OXY | Ex-Dividend | Jun 10, 2025 | $0.24 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
SPGI | Pay Day | Jun 11, 2025 | $0.96 |
9988.HK | Ex-Dividend | Jun 11, 2025 | $0.25 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MMM | Pay Day | Jun 12, 2025 | $0.73 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
AMAT | Pay Day | Jun 12, 2025 | $0.46 |
TSM | Ex-Dividend | Jun 12, 2025 | $0.68 |
FNV | Ex-Dividend | Jun 12, 2025 | $0.38 |
FRO | Ex-Dividend | Jun 12, 2025 | $0.18 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
K | Pay Day | Jun 13, 2025 | $0.57 |
TSN | Pay Day | Jun 13, 2025 | $0.50 |
ADP | Ex-Dividend | Jun 13, 2025 | $1.54 |
AMT | Ex-Dividend | Jun 13, 2025 | $1.70 |
ULVR.L | Pay Day | Jun 13, 2025 | $0.52 |
CCI | Ex-Dividend | Jun 13, 2025 | $1.06 |
O | Pay Day | Jun 13, 2025 | $0.27 |
MAIN | Pay Day | Jun 13, 2025 | $0.25 |
CVE | Ex-Dividend | Jun 13, 2025 | $0.14 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
MO | Ex-Dividend | Jun 16, 2025 | $1.02 |
NEE | Pay Day | Jun 16, 2025 | $0.57 |
B | Pay Day | Jun 16, 2025 | $0.10 |
AGN.NV | Ex-Dividend | Jun 16, 2025 | $0.20 |
EXR | Ex-Dividend | Jun 16, 2025 | $1.62 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
PRGO | Pay Day | Jun 17, 2025 | $0.29 |
TEF.MC | Ex-Dividend | Jun 17, 2025 | $0.17 |
HD | Pay Day | Jun 18, 2025 | $2.30 |
ADI | Pay Day | Jun 18, 2025 | $0.99 |
VST | Ex-Dividend | Jun 18, 2025 | $0.22 |
TTE.PA | Ex-Dividend | Jun 19, 2025 | $0.88 |
TEF.MC | Pay Day | Jun 19, 2025 | $0.17 |
HSBC | Pay Day | Jun 20, 2025 | $0.50 |
WM | Pay Day | Jun 20, 2025 | $0.82 |
D | Pay Day | Jun 20, 2025 | $0.67 |
EVRG | Pay Day | Jun 20, 2025 | $0.67 |
BLK | Pay Day | Jun 23, 2025 | $5.21 |
SHEL.L | Pay Day | Jun 23, 2025 | $0.36 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
FRO | Pay Day | Jun 24, 2025 | $0.18 |
ELV | Pay Day | Jun 25, 2025 | $1.71 |
0941.HK | Pay Day | Jun 25, 2025 | $0.32 |
VNA.DE | Pay Day | Jun 25, 2025 | $1.38 |
QCOM | Pay Day | Jun 26, 2025 | $0.89 |
FNV | Pay Day | Jun 26, 2025 | $0.38 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
LMT | Pay Day | Jun 27, 2025 | $3.30 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
BKNG | Pay Day | Jun 30, 2025 | $9.60 |
FMC | Ex-Dividend | Jun 30, 2025 | $0.58 |
DE | Ex-Dividend | Jun 30, 2025 | $1.62 |
SPG | Pay Day | Jun 30, 2025 | $2.10 |
CCI | Pay Day | Jun 30, 2025 | $1.06 |
VST | Pay Day | Jun 30, 2025 | $0.22 |
DOX | Ex-Dividend | Jun 30, 2025 | $0.53 |
EXR | Pay Day | Jun 30, 2025 | $1.62 |
REXR | Ex-Dividend | Jun 30, 2025 | $0.43 |
CVE | Pay Day | Jun 30, 2025 | $0.14 |
AQN | Ex-Dividend | Jun 30, 2025 | $0.06 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
TTE.PA | Pay Day | Jul 1, 2025 | $0.88 |
ADP | Pay Day | Jul 1, 2025 | $1.54 |
APD | Ex-Dividend | Jul 1, 2025 | $1.79 |
CUBE | Ex-Dividend | Jul 1, 2025 | $0.52 |
CMCSA | Ex-Dividend | Jul 2, 2025 | $0.33 |
BNS | Ex-Dividend | Jul 2, 2025 | $0.80 |
CSCO | Ex-Dividend | Jul 3, 2025 | $0.41 |
JPM | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
SYY | Ex-Dividend | Jul 3, 2025 | $0.54 |
9988.HK | Pay Day | Jul 3, 2025 | $0.25 |
AGN.NV | Pay Day | Jul 7, 2025 | $0.20 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
LI.PA | Ex-Dividend | Jul 8, 2025 | $0.96 |
PLUS.L | Pay Day | Jul 9, 2025 | $0.40 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
MO | Pay Day | Jul 10, 2025 | $1.02 |
INTU | Ex-Dividend | Jul 10, 2025 | $1.04 |
TSM | Pay Day | Jul 10, 2025 | $0.68 |
LI.PA | Pay Day | Jul 10, 2025 | $0.96 |
AMT | Pay Day | Jul 11, 2025 | $1.70 |
OXY | Pay Day | Jul 15, 2025 | $0.24 |
REXR | Pay Day | Jul 15, 2025 | $0.43 |
CUBE | Pay Day | Jul 15, 2025 | $0.52 |
AQN | Pay Day | Jul 15, 2025 | $0.06 |
FMC | Pay Day | Jul 17, 2025 | $0.58 |
INTU | Pay Day | Jul 18, 2025 | $1.04 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
CSCO | Pay Day | Jul 23, 2025 | $0.41 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
RI.PA | Ex-Dividend | Jul 23, 2025 | $2.67 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
CMCSA | Pay Day | Jul 23, 2025 | $0.33 |
RI.PA | Pay Day | Jul 25, 2025 | $2.67 |
SYY | Pay Day | Jul 25, 2025 | $0.54 |
DOX | Pay Day | Jul 25, 2025 | $0.53 |
BNS | Pay Day | Jul 29, 2025 | $0.80 |
JPM | Pay Day | Jul 31, 2025 | $1.40 |
VOD | Pay Day | Aug 1, 2025 | $0.25 |
VOD.L | Pay Day | Aug 1, 2025 | $0.02 |
DE | Pay Day | Aug 8, 2025 | $1.62 |
APD | Pay Day | Aug 11, 2025 | $1.79 |
WMT | Ex-Dividend | Aug 15, 2025 | $0.24 |
ENB | Ex-Dividend | Aug 15, 2025 | $0.68 |
IMB.L | Ex-Dividend | Aug 21, 2025 | $0.53 |
ENB | Pay Day | Sep 1, 2025 | $0.68 |
WMT | Pay Day | Sep 2, 2025 | $0.24 |
PBR | Pay Day | Sep 29, 2025 | $0.11 |
IMB.L | Pay Day | Sep 30, 2025 | $0.53 |
IEMG | Pay Day | Dec 20, 2025 | $0.00 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
Performance Metrics
Score 2.3/10
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-7.6
-7.6
-8
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.11
-0.11
-1
0.75
1.25
2
2
Information Ratio
-1.33
-1.33
-2
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Beta
0.76
0.76
0
0.8
1.2
0
2
Sharpe Ratio
-0.08
-0.08
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.12
-0.12
-1
1
2
3
3
Jensen's Alpha
-7.6
-7.6
-8
0
2
4.5
4.5
Omega Ratio
0.4
0.4
0
1
1.5
2.5
2.5
Treynor Ratio
-0.11
-0.11
-1
0.75
1.25
2
2
Information Ratio
-1.33
-1.33
-2
0.3
0.6
1
1
Calmar Ratio
0.27
0.27
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
28.88
High:
PLTR
540.44PLTRLow:
CRWD
-5,587.96CRWDDetails
PEG Ratio
142.51
High:
KO
10,164.11KOLow:
NET
-1,213.16NETDetails
Price/Book
6.81
High:
APP
229.48APPLow:
MCD
-64.76MCDDetails
Price/Sales
5.62
High:
RGTI
463.69RGTILow:
TERN
-TERNDetails
Price/CF
19.96
High:
FOLD
704.87FOLDLow:
VTLE
0.67VTLEDetails
Price/FCF
39.14
High:
PEP
5,253.35PEPLow:
PHNX.L
1.44PHNX.LDetails
P/E Ratio
28.88
High:PLTR
540.44PLTRLow:CRWD
-5,587.96CRWDDetails
PEG Ratio
142.51
High:KO
10,164.11KOLow:NET
-1,213.16NETDetails
Price/Book
6.81
High:APP
229.48APPLow:MCD
-64.76MCDDetails
Price/Sales
5.62
High:RGTI
463.69RGTILow:TERN
-TERNDetails
Price/CF
19.96
High:FOLD
704.87FOLDLow:VTLE
0.67VTLEDetails
Price/FCF
39.14
High:PEP
5,253.35PEPLow:PHNX.L
1.44PHNX.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-11.48% | Feb 2025 | - | 4 |
-4.02% | Aug 2023 | Nov 2023 | 3 |
-3.37% | Apr 2024 | May 2024 | 1 |
-3.23% | Dec 2024 | Jan 2025 | 1 |
-3.21% | May 2023 | Jul 2023 | 2 |
-2.38% | Jun 2024 | Sep 2024 | 3 |
-1.85% | Oct 2024 | Nov 2024 | 1 |
-1.43% | Feb 2023 | Apr 2023 | 2 |
-0.94% | Jan 2024 | Feb 2024 | 1 |