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+0.56%
This Month
+16.61%
Year To Date
+30.52%
2 Years
+29.71%
5 Years
+29.71%
10 Years
+9.06%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading82.66%
- 💵 Cash8.48%
- 🖥️ Technology Services3.29%
- 🏭 Industrial Services1.41%
- 🛍️ Retail Trade1.22%
- 🍞 Consumer Non Durables1.09%
- 💼 Commercial Services0.77%
- 💰 Finance0.76%
- 📊 ETFs0.42%
- 🚚 Transportation0.27%
- 🛠️ Producer Manufacturing0.27%
- 🧪 Process Industries0.01%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq36.32%
- 🇺🇸 NYSE31.25%
- 🇬🇧 LSE4.89%
- 🇳🇴 Oslo Stock Exchange4.24%
- 🇭🇰 Hong Kong Exchanges4.11%
- 🇫🇷 Euronext Paris1.81%
- 🌍 FX1.48%
- 🇦🇺 Sydney1.28%
- 🇸🇪 Stockholm Stock Exchange1.02%
- 🌍 Digital Currency0.73%
- 🇩🇪 FRA0.41%
- 🇮🇹 Borsa Italiana0.24%
- 🌍 CFD0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.61%
- 🇬🇧 United Kingdom5.12%
- 🇨🇳 China5.1%
- 🇳🇴 Norway4.24%
- 🇬🇷 Greece3.32%
- 🇫🇷 France1.65%
- 🇦🇺 Australia1.28%
- 🇭🇰 Hong Kong1.1%
- 🇸🇪 Sweden1.02%
- 🇳🇱 Netherlands0.88%
- 🇮🇱 Israel0.79%
- 🇧🇲 Bermuda0.75%
- 🇧🇷 Brazil0.71%
- 🇺🇾 Uruguay0.65%
- 🇨🇦 Canada0.64%
- 🇮🇪 Ireland0.63%
- 🇹🇼 Taiwan0.63%
- 🇩🇪 Germany0.41%
- 🇮🇹 Italy0.24%
- 🇯🇵 Japan0.19%
- 🇰🇷 South Korea0.03%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
1.98%
18 out of 30 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $MPW (6.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.54% | 5.46% | - |
 IshfaaqPeerally | 0.07% | 0.92% | - |
 EWachenheim-CF | 0.07% | 1.38% | - |
 BigTech | 0.06% | 0.31% | - |
 DroneTech | 0.05% | 0.94% | - |
 thomaspj | 0.05% | 0.77% | - |
 MPW | 0.04% | 6.61% | $0.6 |
 SLB | 0.04% | 2.94% | $1.05 |
 CVS | 0.03% | 3.34% | $2.54 |
 NKE | 0.02% | 2.37% | $1.45 |
 CyberSecurity | 0.01% | 0.15% | - |
 PAYC | 0.01% | 0.92% | $1.5 |
 JD.US | 0.01% | 3.38% | $0.74 |
 HarpinderKang | 0% | 0.3% | - |
 GOOG | 0% | 0.27% | $0.2 |
 PYPL | 0% | 0.23% | - |
 MRP | -0.01% | -5.72% | - |
 JORDENBOER | -0.02% | -0.41% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 SMH (HarpinderKang) | Pay Day | Dec 24, 2025 | $0.00 |
 LMT (DroneTech) | Pay Day | Dec 30, 2025 | $3.45 |
 GS (thomaspj) | Pay Day | Dec 30, 2025 | $4.00 |
 TSM (BigTech) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 4.1/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-3.13
-3.13
-4
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-1.34
-1.34
-2
0.3
0.6
1
1
Calmar Ratio
2.61
2.61
0
0.3
0.6
3
3
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
0.53
0.53
0
0.5
1
1.5
1.5
Sortino Ratio
0.95
0.95
0
1
2
3
3
Jensen's Alpha
-3.13
-3.13
-4
0
2
4.5
4.5
Omega Ratio
0.34
0.34
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-1.34
-1.34
-2
0.3
0.6
1
1
Calmar Ratio
2.61
2.61
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
30.62
High:
RNG
219.58RNGLow:
MDB
-475.06MDBDetails
PEG Ratio
-99.25
High:RNG
192.6RNGLow:MDB
-693.8MDBDetails
Price/Book
7.89
High:MDB
11.8MDBLow:RNG
-5.04RNGDetails
Price/Sales
4.89
High:MDB
14.72MDBLow:
JD.US
0.24JD.USDetails
Price/CF
18.91
High:MDB
77.88MDBLow:RNG
4.39RNGDetails
Price/FCF
44.27
High:
NKE
169.28NKELow:RNG
5.12RNGDetails
P/E Ratio
30.62
High:RNG
219.58RNGLow:MDB
-475.06MDBDetails
PEG Ratio
-99.25
High:RNG
192.6RNGLow:MDB
-693.8MDBDetails
Price/Book
7.89
High:MDB
11.8MDBLow:RNG
-5.04RNGDetails
Price/Sales
4.89
High:MDB
14.72MDBLow:JD.US
0.24JD.USDetails
Price/CF
18.91
High:MDB
77.88MDBLow:RNG
4.39RNGDetails
Price/FCF
44.27
High:NKE
169.28NKELow:RNG
5.12RNGDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-3.5% | Feb 2025 | May 2025 | 3 |
-3.37% | Apr 2023 | Feb 2024 | 10 |
-2.79% | Apr 2024 | May 2024 | 1 |
-2.45% | Nov 2025 | - | 2 |
-2% | Dec 2024 | Jan 2025 | 1 |
-1.3% | Jun 2024 | Sep 2024 | 3 |
-1.3% | Feb 2023 | Mar 2023 | 1 |
-0.99% | Oct 2024 | Nov 2024 | 1 |