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+0.22%
Today
+3.1%
This Month
+12.49%
Year To Date
+24.95%
2 Years
+25.14%
5 Years
+9.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.21%
- 💵 Cash8.32%
- 🖥️ Technology Services2.97%
- 🏭 Industrial Services1.24%
- 🍞 Consumer Non Durables1.21%
- 🛍️ Retail Trade1.05%
- 💼 Commercial Services0.97%
- 🧬 Health Technology0.77%
- 💰 Finance0.64%
- 📊 ETFs0.49%
- ⚡ Utilities0.44%
- 🛠️ Producer Manufacturing0.26%
- 💇♀️ Consumer Services0.24%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq33.25%
- 🇺🇸 NYSE29.2%
- 🇬🇧 LSE4.16%
- 🇭🇰 Hong Kong Exchanges3.46%
- 🇳🇴 Oslo Stock Exchange1.44%
- 🇫🇷 Euronext Paris1.25%
- 🌍 Digital Currency1.03%
- 🇸🇪 Stockholm Stock Exchange0.99%
- 🇩🇪 FRA0.9%
- 🌍 FX0.69%
- 🇮🇹 Borsa Italiana0.24%
- 🇺🇸 Chicago Board Options Exchange0.16%
- 🌍 CFD0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States51.62%
- 🇨🇳 China4.39%
- 🇬🇧 United Kingdom4.19%
- 🇬🇷 Greece2.66%
- 🇮🇱 Israel2.4%
- 🇳🇴 Norway1.44%
- 🇧🇲 Bermuda1.16%
- 🇫🇷 France1.11%
- 🇸🇪 Sweden0.99%
- 🇩🇪 Germany0.9%
- 🇨🇦 Canada0.78%
- 🇳🇱 Netherlands0.63%
- 🇮🇪 Ireland0.6%
- 🇹🇼 Taiwan0.45%
- 🇭🇰 Hong Kong0.36%
- 🇮🇹 Italy0.24%
- 🇺🇾 Uruguay0.19%
- 🇯🇵 Japan0.14%
- 🇰🇷 South Korea0.02%
- 🇱🇺 Luxembourg0.01%
Dividends
Dividend Yield
1.3%
21 out of 31 instruments pay dividend.
20 dividend payments in the next 30 days.
Highest Dividend: $STEM (15.54%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.79% | 4% | - |
 IshfaaqPeerally | 0.11% | 1.26% | - |
 EWachenheim-CF | 0.06% | 1.6% | - |
 DroneTech | 0.05% | 0.91% | - |
 BigTech | 0.05% | 0.34% | - |
 SLB | 0.04% | 3.28% | $1.05 |
 MPW | 0.04% | 7.28% | $0.6 |
 CVS | 0.04% | 4.36% | $2.54 |
 thomaspj | 0.03% | 0.66% | - |
 MRK | 0.03% | 3.93% | $3.04 |
 BRBY.L | 0.02% | 5.07% | $0.61 |
 NKE | 0.02% | 2.1% | $1.45 |
 STEM | 0.02% | 15.54% | - |
 HarpinderKang | 0.01% | 0.56% | - |
 TGNA | 0.01% | 3.01% | $0.47 |
 PAYC | 0.01% | 0.64% | $1.5 |
 JD.US | 0.01% | 2.91% | $0.74 |
 CyberSecurity | 0% | 0.1% | - |
 GOOG | 0% | 0.42% | $0.2 |
 MRP | 0% | -3.43% | - |
 JORDENBOER | -0.03% | -0.37% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
 ORCL (BigTech) | Pay Day | Jul 24, 2025 | $0.50 |
 TOL (EWachenheim-CF) | Pay Day | Jul 25, 2025 | $0.25 |
 GE (DroneTech) | Pay Day | Jul 25, 2025 | $0.36 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 ASML (HarpinderKang) | Ex-Dividend | Jul 29, 2025 | $1.86 |
ASML (BigTech) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
 TXN (DroneTech) | Ex-Dividend | Jul 31, 2025 | $1.36 |
 JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
CVS | Pay Day | Aug 1, 2025 | $0.66 |
 COST (HarpinderKang) | Ex-Dividend | Aug 1, 2025 | $1.30 |
 DELL (HarpinderKang) | Pay Day | Aug 1, 2025 | $0.52 |
 C (EWachenheim-CF) | Ex-Dividend | Aug 4, 2025 | $0.60 |
C (thomaspj) | Ex-Dividend | Aug 4, 2025 | $0.60 |
ASML (HarpinderKang) | Pay Day | Aug 6, 2025 | $1.86 |
ASML (BigTech) | Pay Day | Aug 6, 2025 | $1.86 |
 AXP (HarpinderKang) | Pay Day | Aug 8, 2025 | $0.82 |
 GD (DroneTech) | Pay Day | Aug 8, 2025 | $1.50 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
 TEX (EWachenheim-CF) | Ex-Dividend | Aug 11, 2025 | $0.17 |
TXN (DroneTech) | Pay Day | Aug 12, 2025 | $1.36 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 WMT (HarpinderKang) | Ex-Dividend | Aug 15, 2025 | $0.24 |
COST (HarpinderKang) | Pay Day | Aug 15, 2025 | $1.30 |
 RTX (DroneTech) | Ex-Dividend | Aug 15, 2025 | $0.68 |
 CAT (DroneTech) | Pay Day | Aug 20, 2025 | $1.51 |
 MSFT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 AMAT (BigTech) | Ex-Dividend | Aug 21, 2025 | $0.46 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
C (EWachenheim-CF) | Pay Day | Aug 22, 2025 | $0.60 |
C (thomaspj) | Pay Day | Aug 22, 2025 | $0.60 |
 SPGI (HarpinderKang) | Ex-Dividend | Aug 26, 2025 | $0.96 |
 GS (thomaspj) | Ex-Dividend | Aug 29, 2025 | $4.00 |
WMT (HarpinderKang) | Pay Day | Sep 2, 2025 | $0.24 |
 LMT (DroneTech) | Ex-Dividend | Sep 2, 2025 | $3.30 |
SLB | Ex-Dividend | Sep 3, 2025 | $0.28 |
 QCOM (BigTech) | Ex-Dividend | Sep 4, 2025 | $0.89 |
RTX (DroneTech) | Pay Day | Sep 4, 2025 | $0.68 |
 LHX (DroneTech) | Ex-Dividend | Sep 5, 2025 | $1.20 |
SPGI (HarpinderKang) | Pay Day | Sep 10, 2025 | $0.96 |
MSFT (BigTech) | Pay Day | Sep 11, 2025 | $0.83 |
AMAT (BigTech) | Pay Day | Sep 11, 2025 | $0.46 |
 G (EWachenheim-CF) | Ex-Dividend | Sep 11, 2025 | $0.17 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (BigTech) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TEX (EWachenheim-CF) | Pay Day | Sep 19, 2025 | $0.17 |
LHX (DroneTech) | Pay Day | Sep 22, 2025 | $1.20 |
QCOM (BigTech) | Pay Day | Sep 25, 2025 | $0.89 |
G (EWachenheim-CF) | Pay Day | Sep 25, 2025 | $0.17 |
LMT (DroneTech) | Pay Day | Sep 26, 2025 | $3.30 |
GS (thomaspj) | Pay Day | Sep 29, 2025 | $4.00 |
SLB | Pay Day | Oct 9, 2025 | $0.28 |
TSM (BigTech) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 3.8/10
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-3.35
-3.35
-4
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Beta
0.44
0.44
0
0.8
1.2
0
2
Sharpe Ratio
0.39
0.39
0
0.5
1
1.5
1.5
Sortino Ratio
0.71
0.71
0
1
2
3
3
Jensen's Alpha
-3.35
-3.35
-4
0
2
4.5
4.5
Omega Ratio
0.36
0.36
0
1
1.5
2.5
2.5
Treynor Ratio
0.63
0.63
0
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
2.3
2.3
0
0.3
0.6
3
3
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.96
High:
NKE
34.28NKELow:
MDB
-193.15MDBDetails
PEG Ratio
1.67
High:
PYPL
130.93PYPLLow:MDB
-323.75MDBDetails
Price/Book
5.12
High:NKE
8.27NKELow:
RNG
-4.45RNGDetails
Price/Sales
2.91
High:MDB
8.56MDBLow:
CVS
0.21CVSDetails
Price/CF
13.76
High:
SEDG
103.23SEDGLow:RNG
4.23RNGDetails
Price/FCF
27.79
High:SEDG
476.9SEDGLow:RNG
4.98RNGDetails
P/E Ratio
19.96
High:NKE
34.28NKELow:MDB
-193.15MDBDetails
PEG Ratio
1.67
High:PYPL
130.93PYPLLow:MDB
-323.75MDBDetails
Price/Book
5.12
High:NKE
8.27NKELow:RNG
-4.45RNGDetails
Price/Sales
2.91
High:MDB
8.56MDBLow:CVS
0.21CVSDetails
Price/CF
13.76
High:SEDG
103.23SEDGLow:RNG
4.23RNGDetails
Price/FCF
27.79
High:SEDG
476.9SEDGLow:RNG
4.98RNGDetails
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% | 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 |