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+1.34%
Today
-1.33%
This Month
-5.39%
Year To Date
+37.24%
2 Years
+146.57%
5 Years
+26.16%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash39.69%
- 🚗 Consumer Durables17.46%
- 💰 Finance14.46%
- 🪙 Cryptocurrencies9.52%
- 💇♀️ Consumer Services9.31%
- 💻 Electronic Technology7.81%
- 🖥️ Technology Services3.67%
- 🛍️ Retail Trade2.07%
- ⛏️ Energy Minerals1.37%
- 🍞 Consumer Non Durables0.94%
- 🚚 Transportation0.36%
- 🧬 Health Technology0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE32.17%
- 🇺🇸 Nasdaq21.8%
- 🌍 Digital Currency9.52%
- 🇨🇭 SIX1.93%
- 🇬🇧 LSE1.58%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.49%
- 🇯🇵 Japan2.11%
- 🇨🇭 Switzerland1.93%
- 🇬🇧 United Kingdom1.58%
- 🇨🇦 Canada0.36%
Dividends
Dividend Yield
0.84%
28 out of 44 instruments pay dividend.
14 dividend payments in the next 30 days.
Highest Dividend: $XRX (12.71%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 LLOY.L | 0.07% | 4.13% | $0.03 |
 PFG | 0.06% | 3.87% | $2.72 |
 XOM | 0.05% | 3.77% | $3.76 |
 UBSG.ZU | 0.05% | 2.64% | $0.64 |
 RCL | 0.05% | 0.89% | - |
 MCD | 0.05% | 2.28% | $6.53 |
 WHR | 0.05% | 8.49% | $7 |
 IBM | 0.04% | 2.49% | $6.65 |
 PAG | 0.04% | 2.9% | $3.34 |
 TM | 0.04% | 3.12% | $4.64 |
 HPQ | 0.04% | 4.56% | $1.1 |
 HMC | 0.04% | 4.14% | $0.65 |
 PII | 0.04% | 6.49% | $2.62 |
 WFC | 0.03% | 2.11% | $1.4 |
 AAPL | 0.03% | 0.49% | $0.97 |
 KO | 0.03% | 2.8% | $1.89 |
 DELL | 0.02% | 1.63% | $1.63 |
 GS | 0.02% | 1.96% | $11 |
 C | 0.02% | 2.87% | $2.12 |
 GM | 0.02% | 1.08% | $0.42 |
 XRX | 0.02% | 12.71% | $1 |
 V | 0.02% | 0.62% | $2.01 |
 FL | 0.01% | 1.89% | $1.6 |
 CINF | 0.01% | 2.23% | $3.12 |
 DIS | 0.01% | 0.88% | $0.75 |
 META | 0% | 0.29% | $1 |
 CP | 0% | 0.68% | $0.56 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
IBM | Pay Day | Jun 10, 2025 | $1.68 |
XOM | Pay Day | Jun 10, 2025 | $0.99 |
HPQ | Ex-Dividend | Jun 11, 2025 | $0.29 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
HMC | Pay Day | Jun 12, 2025 | $0.70 |
KO | Ex-Dividend | Jun 13, 2025 | $0.51 |
WHR | Pay Day | Jun 15, 2025 | $1.75 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
MCD | Pay Day | Jun 16, 2025 | $1.77 |
PII | Pay Day | Jun 16, 2025 | $0.67 |
GM | Pay Day | Jun 19, 2025 | $0.15 |
CINF | Ex-Dividend | Jun 23, 2025 | $0.87 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
META | Pay Day | Jun 26, 2025 | $0.52 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
PFG | Pay Day | Jun 27, 2025 | $0.76 |
CP | Ex-Dividend | Jun 27, 2025 | $0.16 |
XRX | Ex-Dividend | Jun 30, 2025 | $0.02 |
KO | Pay Day | Jul 1, 2025 | $0.51 |
HPQ | Pay Day | Jul 2, 2025 | $0.29 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
RCL | Pay Day | Jul 3, 2025 | $0.75 |
CINF | Pay Day | Jul 15, 2025 | $0.87 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
CP | Pay Day | Jul 28, 2025 | $0.16 |
XRX | Pay Day | Jul 31, 2025 | $0.02 |
Performance Metrics
Score 6.4/10
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
1.67
1.67
-2
0
2
4.5
4.5
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Beta
1.54
1.54
0
0.8
1.2
0
2
Sharpe Ratio
0.71
0.71
0
0.5
1
1.5
1.5
Sortino Ratio
1.56
1.56
0
1
2
3
3
Jensen's Alpha
1.67
1.67
-2
0
2
4.5
4.5
Omega Ratio
1.41
1.41
0
1
1.5
2.5
2.5
Treynor Ratio
1.32
1.32
0
0.75
1.25
2
2
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.55
0.55
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.01
High:
WHR
607.93WHRLow:
FL
-6.35FLDetails
PEG Ratio
505.68
High:
KO
10,128.43KOLow:
LCID
-51.46LCIDDetails
Price/Book
7.23
High:
AAPL
44.87AAPLLow:
MCD
-63.96MCDDetails
Price/Sales
5.48
High:
NVDA
23.2NVDALow:
SPWH
0.08SPWHDetails
Price/CF
27.36
High:KO
282.33KOLow:
XRX
1.21XRXDetails
Price/FCF
45.07
High:KO
272.99KOLow:XRX
1.99XRXDetails
P/E Ratio
32.01
High:WHR
607.93WHRLow:FL
-6.35FLDetails
PEG Ratio
505.68
High:KO
10,128.43KOLow:LCID
-51.46LCIDDetails
Price/Book
7.23
High:AAPL
44.87AAPLLow:MCD
-63.96MCDDetails
Price/Sales
5.48
High:NVDA
23.2NVDALow:SPWH
0.08SPWHDetails
Price/CF
27.36
High:KO
282.33KOLow:XRX
1.21XRXDetails
Price/FCF
45.07
High:KO
272.99KOLow:XRX
1.99XRXDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-43.53% | Nov 2021 | Nov 2024 | 36 |
-15.05% | Sep 2020 | Nov 2020 | 2 |
-13.25% | Feb 2025 | - | 5 |
-9.27% | May 2021 | Oct 2021 | 5 |