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+9.44%
Today
+11.85%
This Month
+29.6%
Year To Date
+71.8%
2 Years
+88.93%
5 Years
+25.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading63.66%
- 💵 Cash8.11%
- 📊 ETFs1.31%
- 🪙 Cryptocurrencies0.47%
- 🧬 Health Technology0.19%
- 💰 Finance0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE33.67%
- 🇭🇰 Hong Kong Exchanges4.9%
- 🇺🇸 Nasdaq4.56%
- 🌍 Digital Currency1.84%
- 🇩🇪 FRA1%
- 🇦🇺 Sydney0.46%
- 🇳🇴 Oslo Stock Exchange0.28%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States6.15%
- 🇨🇳 China5.18%
- 🇬🇷 Greece3.5%
- 🇧🇲 Bermuda1.28%
- 🇱🇺 Luxembourg1.2%
- 🇩🇪 Germany1%
- 🇲🇽 Mexico0.46%
- 🇦🇺 Australia0.46%
- 🇳🇴 Norway0.28%
- 🇸🇬 Singapore0.27%
Dividends
Dividend Yield
1.6%
4 out of 6 instruments pay dividend.
5 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (975.61%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 WDI.DE | 0.73% | 975.61% | $0.2 |
 FundManagerZech | 0.72% | 2.45% | - |
 KenanAbel | 0.14% | 0.4% | - |
 BAYN.DE | 0% | 0.55% | $0.11 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
 DAC (FundManagerZech) | Ex-Dividend | Nov 25 | $0.85 |
 1800.HK (FundManagerZech) | Ex-Dividend | Dec 3 | $0.02 |
 VSH (FundManagerZech) | Ex-Dividend | Dec 3 | $0.10 |
DAC (FundManagerZech) | Pay Day | Dec 4 | $0.85 |
 SBLK (FundManagerZech) | Ex-Dividend | Dec 5 | $0.60 |
 JOE (FundManagerZech) | Pay Day | Dec 6 | $0.14 |
 ATKR (FundManagerZech) | Ex-Dividend | Dec 6 | $0.32 |
VSH (FundManagerZech) | Pay Day | Dec 12 | $0.10 |
ATKR (FundManagerZech) | Pay Day | Dec 16 | $0.32 |
SBLK (FundManagerZech) | Pay Day | Dec 18 | $0.60 |
1800.HK (FundManagerZech) | Pay Day | Jan 27 | $0.02 |
Performance Metrics
Score 7/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
32.57
32.57
-2
0
2
33
33
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
5.54
5.54
0
0.75
1.25
6
6
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.59
0.59
0
0.5
1
1.5
1.5
Sortino Ratio
1.18
1.18
0
1
2
3
3
Jensen's Alpha
32.57
32.57
-2
0
2
33
33
Omega Ratio
1.61
1.61
0
1
1.5
2.5
2.5
Treynor Ratio
5.54
5.54
0
0.75
1.25
6
6
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.35
0.35
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.86% | Jul 2015 | Feb 2016 | 7 |
-30.84% | Oct 2021 | Feb 2024 | 28 |
-30.44% | Aug 2017 | Jan 2021 | 41 |
-25.77% | Mar 2015 | May 2015 | 2 |
-8.31% | Jun 2017 | Jul 2017 | 1 |
-7.94% | Jan 2017 | May 2017 | 4 |
-5.52% | Apr 2021 | Jul 2021 | 3 |
-5.24% | Aug 2021 | Sep 2021 | 1 |
-0.93% | Sep 2024 | Oct 2024 | 1 |
-0.9% | May 2024 | Aug 2024 | 3 |