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+0.03%
Today
+2.09%
This Month
+2.62%
Year To Date
+41.92%
2 Years
+501.9%
5 Years
+8.88%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading38.88%
- 💵 Cash30.46%
- 🖥️ Technology Services6.23%
- 🛍️ Retail Trade5.47%
- 💼 Commercial Services3.47%
- 🧬 Health Technology2.84%
- 🪙 Cryptocurrencies1.91%
- 🍞 Consumer Non Durables1.45%
- 💻 Electronic Technology1.38%
- 🪨 Non Energy Minerals1.26%
- 🚚 Transportation0.77%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.47%
- 🇺🇸 NYSE23.13%
- 🇬🇧 LSE5.71%
- 🌍 Digital Currency2.4%
- 🇭🇰 Hong Kong Exchanges1.74%
- 🇫🇷 Euronext Paris0.29%
- 🇳🇴 Oslo Stock Exchange0.25%
- 🇩🇪 FRA0.23%
- 🌍 FX0.2%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.92%
- 🇬🇧 United Kingdom5.71%
- 🇮🇪 Ireland2.46%
- 🇱🇺 Luxembourg2.21%
- 🇨🇳 China1.83%
- 🇬🇷 Greece1.45%
- 🇮🇱 Israel0.8%
- 🇧🇲 Bermuda0.58%
- 🇫🇷 France0.29%
- 🇳🇴 Norway0.25%
- 🇩🇪 Germany0.23%
- 🇨🇦 Canada0.1%
Dividends
Dividend Yield
1.16%
9 out of 19 instruments pay dividend.
6 dividend payments in the next 30 days.
Highest Dividend: $ZIM (46.28%)
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 NKE | Pay Day | Jul 1, 2025 | $0.40 |
 JKS (FundManagerZech) | Ex-Dividend | Jul 2, 2025 | $1.30 |
 AXP (thomaspj) | Ex-Dividend | Jul 3, 2025 | $0.82 |
 JPM (thomaspj) | Ex-Dividend | Jul 3, 2025 | $1.40 |
 NVDA (thomaspj) | Pay Day | Jul 3, 2025 | $0.01 |
 9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
 GE (thomaspj) | Ex-Dividend | Jul 7, 2025 | $0.36 |
 ACN | Ex-Dividend | Jul 10, 2025 | $1.48 |
JKS (FundManagerZech) | Pay Day | Jul 16, 2025 | $1.30 |
GE (thomaspj) | Pay Day | Jul 25, 2025 | $0.36 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
JPM (thomaspj) | Pay Day | Jul 31, 2025 | $1.40 |
AXP (thomaspj) | Pay Day | Aug 8, 2025 | $0.82 |
ACN | Pay Day | Aug 15, 2025 | $1.48 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (thomaspj) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (thomaspj) | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 6/10
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
19.93
19.93
-2
0
2
20
20
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
2.24
2.24
0
0.75
1.25
3
3
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Beta
1.1
1.1
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.89
0.89
0
1
2
3
3
Jensen's Alpha
19.93
19.93
-2
0
2
20
20
Omega Ratio
1.31
1.31
0
1
1.5
2.5
2.5
Treynor Ratio
2.24
2.24
0
0.75
1.25
3
3
Information Ratio
0.25
0.25
0
0.3
0.6
1
1
Calmar Ratio
0.11
0.11
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.46
High:
MSFT
38.32MSFTLow:
DLTR
-7.11DLTRDetails
PEG Ratio
102.82
High:MSFT
316.81MSFTLow:
BNGO
-0.07BNGODetails
Price/Book
8.49
High:MSFT
11.45MSFTLow:
ETSY
-5.85ETSYDetails
Price/Sales
5.55
High:MSFT
13.7MSFTLow:
ZIM
0.22ZIMDetails
Price/CF
18.74
High:
GLOB
22.02GLOBLow:ZIM
0.46ZIMDetails
Price/FCF
53.51
High:
AMZN
98.68AMZNLow:ZIM
0.6ZIMDetails
P/E Ratio
33.46
High:MSFT
38.32MSFTLow:DLTR
-7.11DLTRDetails
PEG Ratio
102.82
High:MSFT
316.81MSFTLow:BNGO
-0.07BNGODetails
Price/Book
8.49
High:MSFT
11.45MSFTLow:ETSY
-5.85ETSYDetails
Price/Sales
5.55
High:MSFT
13.7MSFTLow:ZIM
0.22ZIMDetails
Price/CF
18.74
High:GLOB
22.02GLOBLow:ZIM
0.46ZIMDetails
Price/FCF
53.51
High:AMZN
98.68AMZNLow:ZIM
0.6ZIMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-75.88% | Jan 2018 | Apr 2021 | 39 |
-20.82% | May 2021 | Dec 2023 | 31 |
-10.93% | Sep 2017 | Oct 2017 | 1 |
-8.09% | Apr 2024 | Nov 2024 | 7 |
-5.14% | Dec 2024 | Jun 2025 | 6 |
-3.81% | Jan 2024 | Feb 2024 | 1 |