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+0.44%
Today
+2.01%
This Month
+6.53%
Year To Date
+21.05%
2 Years
+18.5%
5 Years
+7.03%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading69.22%
- 💵 Cash9.46%
- 🖥️ Technology Services3.19%
- ⛏️ Energy Minerals1.4%
- 🏭 Industrial Services1.32%
- 🍞 Consumer Non Durables1.07%
- 💼 Commercial Services0.99%
- 🏥 Health Services0.91%
- 🧬 Health Technology0.82%
- 💰 Finance0.73%
- 📊 ETFs0.54%
- ⚡ Utilities0.35%
- 💇♀️ Consumer Services0.24%
- 🛍️ Retail Trade0.22%
- 🛠️ Producer Manufacturing0.17%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.59%
- 🇺🇸 NYSE30.43%
- 🇬🇧 LSE4.86%
- 🇭🇰 Hong Kong Exchanges3.66%
- 🇫🇷 Euronext Paris3.39%
- 🇩🇪 FRA0.87%
- 🌍 Digital Currency0.65%
- 🌍 FX0.48%
- 🇸🇪 Stockholm Stock Exchange0.47%
- 🇮🇹 Borsa Italiana0.28%
- 🌍 CFD0.04%
- 🌍 Commodity0.01%
- 🌍 Extended Hours Trading0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States50.38%
- 🇬🇧 United Kingdom6.23%
- 🇨🇳 China4.7%
- 🇫🇷 France3.26%
- 🇬🇷 Greece2.39%
- 🇮🇱 Israel2%
- 🇧🇲 Bermuda1.17%
- 🇨🇦 Canada0.89%
- 🇩🇪 Germany0.87%
- 🇳🇱 Netherlands0.65%
- 🇮🇪 Ireland0.54%
- 🇸🇪 Sweden0.47%
- 🇹🇼 Taiwan0.4%
- 🇭🇰 Hong Kong0.39%
- 🇮🇹 Italy0.28%
- 🇯🇵 Japan0.16%
- 🇰🇷 South Korea0.02%
- 🇱🇺 Luxembourg0.02%
Dividends
Dividend Yield
1.09%
21 out of 32 instruments pay dividend.
48 dividend payments in the next 30 days.
Highest Dividend: $MPW (6.98%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.49% | 2.8% | - |
 IshfaaqPeerally | 0.12% | 1.36% | - |
 EWachenheim-CF | 0.07% | 1.78% | - |
 SHEL | 0.06% | 4.13% | $2.7 |
 DroneTech | 0.05% | 1.01% | - |
 BigTech | 0.05% | 0.36% | - |
 thomaspj | 0.04% | 0.82% | - |
 MPW | 0.04% | 6.98% | $0.6 |
 SLB | 0.04% | 3.32% | $1.05 |
 CVS | 0.04% | 4.2% | $2.54 |
 MRK | 0.03% | 4.06% | $3.04 |
 BRBY.L | 0.02% | 5.68% | $0.61 |
 NKE | 0.02% | 2.52% | $1.45 |
 HarpinderKang | 0.01% | 0.65% | - |
 CyberSecurity | 0.01% | 0.19% | - |
 TGNA | 0.01% | 3.08% | $0.47 |
 PAYC | 0.01% | 0.57% | $1.5 |
 JD.US | 0.01% | 2.98% | $0.74 |
 GOOG | 0% | 0.46% | $0.2 |
 MRP | 0% | -1.38% | - |
 JORDENBOER | -0.03% | -0.4% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
PAYC | Pay Day | Jun 9, 2025 | $0.38 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOGL (HarpinderKang) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOGL (BigTech) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 9988.HK (IshfaaqPeerally) | Ex-Dividend | Jun 11, 2025 | $0.25 |
9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 SPGI (HarpinderKang) | Pay Day | Jun 11, 2025 | $0.96 |
 NVDA (JORDENBOER) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (BigTech) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (thomaspj) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
 MSFT (BigTech) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 AMAT (BigTech) | Pay Day | Jun 12, 2025 | $0.46 |
 TSM (BigTech) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 RTX (DroneTech) | Pay Day | Jun 12, 2025 | $0.68 |
MSFT (thomaspj) | Pay Day | Jun 12, 2025 | $0.83 |
 EFX (HarpinderKang) | Pay Day | Jun 13, 2025 | $0.50 |
 NOV (EWachenheim-CF) | Ex-Dividend | Jun 13, 2025 | $0.08 |
 TXT (DroneTech) | Ex-Dividend | Jun 13, 2025 | $0.02 |
 KBR (DroneTech) | Ex-Dividend | Jun 13, 2025 | $0.16 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MRK | Ex-Dividend | Jun 16, 2025 | $0.81 |
 META (IshfaaqPeerally) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH (HarpinderKang) | Ex-Dividend | Jun 16, 2025 | $2.21 |
GOOGL (HarpinderKang) | Pay Day | Jun 16, 2025 | $0.21 |
META (BigTech) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOGL (BigTech) | Pay Day | Jun 16, 2025 | $0.21 |
 MTH (EWachenheim-CF) | Ex-Dividend | Jun 16, 2025 | $0.43 |
 CW (DroneTech) | Ex-Dividend | Jun 16, 2025 | $0.24 |
META (thomaspj) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 PHM (EWachenheim-CF) | Ex-Dividend | Jun 17, 2025 | $0.22 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
 AVT (EWachenheim-CF) | Pay Day | Jun 18, 2025 | $0.33 |
 NOC (DroneTech) | Pay Day | Jun 18, 2025 | $2.31 |
 LHX (DroneTech) | Pay Day | Jun 18, 2025 | $1.20 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
 SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
 AVGO (BigTech) | Ex-Dividend | Jun 20, 2025 | $0.59 |
 TEX (EWachenheim-CF) | Pay Day | Jun 20, 2025 | $0.17 |
SHEL | Pay Day | Jun 23, 2025 | $0.72 |
 BLK (HarpinderKang) | Pay Day | Jun 23, 2025 | $5.21 |
 JNPR (CyberSecurity) | Pay Day | Jun 23, 2025 | $0.22 |
 LDO.MI (DroneTech) | Ex-Dividend | Jun 23, 2025 | $0.56 |
UNH (HarpinderKang) | Pay Day | Jun 24, 2025 | $2.21 |
 0941.HK (IshfaaqPeerally) | Pay Day | Jun 25, 2025 | $0.32 |
 LEA (EWachenheim-CF) | Pay Day | Jun 25, 2025 | $0.77 |
LDO.MI (DroneTech) | Pay Day | Jun 25, 2025 | $0.56 |
META (IshfaaqPeerally) | Pay Day | Jun 26, 2025 | $0.52 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
META (BigTech) | Pay Day | Jun 26, 2025 | $0.52 |
 QCOM (BigTech) | Pay Day | Jun 26, 2025 | $0.89 |
META (thomaspj) | Pay Day | Jun 26, 2025 | $0.52 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
NOV (EWachenheim-CF) | Pay Day | Jun 27, 2025 | $0.08 |
 LMT (DroneTech) | Pay Day | Jun 27, 2025 | $3.30 |
 GS (thomaspj) | Pay Day | Jun 27, 2025 | $3.00 |
 BKNG (IshfaaqPeerally) | Pay Day | Jun 30, 2025 | $9.60 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
AVGO (BigTech) | Pay Day | Jun 30, 2025 | $0.59 |
MTH (EWachenheim-CF) | Pay Day | Jun 30, 2025 | $0.43 |
NKE | Pay Day | Jul 1, 2025 | $0.40 |
TGNA | Pay Day | Jul 1, 2025 | $0.12 |
NKE (HarpinderKang) | Pay Day | Jul 1, 2025 | $0.40 |
TXT (DroneTech) | Pay Day | Jul 1, 2025 | $0.02 |
PHM (EWachenheim-CF) | Pay Day | Jul 2, 2025 | $0.22 |
9988.HK (IshfaaqPeerally) | Pay Day | Jul 3, 2025 | $0.25 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
NVDA (JORDENBOER) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (BigTech) | Pay Day | Jul 3, 2025 | $0.01 |
 CSCO (CyberSecurity) | Ex-Dividend | Jul 3, 2025 | $0.41 |
 GD (DroneTech) | Ex-Dividend | Jul 3, 2025 | $1.50 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
CW (DroneTech) | Pay Day | Jul 7, 2025 | $0.24 |
MRK | Pay Day | Jul 8, 2025 | $0.81 |
SLB | Pay Day | Jul 10, 2025 | $0.28 |
BABA (BigTech) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (BigTech) | Pay Day | Jul 10, 2025 | $0.68 |
KBR (DroneTech) | Pay Day | Jul 15, 2025 | $0.16 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
CSCO (CyberSecurity) | Pay Day | Jul 23, 2025 | $0.41 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
GD (DroneTech) | Pay Day | Aug 8, 2025 | $1.50 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
Performance Metrics
Score 3.4/10
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Beta
0.42
0.42
0
0.8
1.2
0
2
Sharpe Ratio
0.21
0.21
0
0.5
1
1.5
1.5
Sortino Ratio
0.37
0.37
0
1
2
3
3
Jensen's Alpha
-4.02
-4.02
-5
0
2
4.5
4.5
Omega Ratio
0.37
0.37
0
1
1.5
2.5
2.5
Treynor Ratio
0.35
0.35
0
0.75
1.25
2
2
Information Ratio
-1.24
-1.24
-2
0.3
0.6
1
1
Calmar Ratio
1.83
1.83
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
17.5
High:
PAYC
37.68PAYCLow:
MDB
-195.88MDBDetails
PEG Ratio
-4.19
High:
PYPL
126.79PYPLLow:MDB
-328.33MDBDetails
Price/Book
3.36
High:PAYC
8.61PAYCLow:
RNG
-4.45RNGDetails
Price/Sales
1.95
High:MDB
8.68MDBLow:
CVS
0.21CVSDetails
Price/CF
11.01
High:
SEDG
103.23SEDGLow:RNG
4.23RNGDetails
Price/FCF
23.02
High:SEDG
476.9SEDGLow:RNG
4.98RNGDetails
P/E Ratio
17.5
High:PAYC
37.68PAYCLow:MDB
-195.88MDBDetails
PEG Ratio
-4.19
High:PYPL
126.79PYPLLow:MDB
-328.33MDBDetails
Price/Book
3.36
High:PAYC
8.61PAYCLow:RNG
-4.45RNGDetails
Price/Sales
1.95
High:MDB
8.68MDBLow:CVS
0.21CVSDetails
Price/CF
11.01
High:SEDG
103.23SEDGLow:RNG
4.23RNGDetails
Price/FCF
23.02
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 |