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+0.88%
This Month
+11.92%
Year To Date
+31.63%
2 Years
+65.06%
5 Years
+768.21%
10 Years
+22.89%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading97.99%
- 📊 ETFs1.38%
- 🧬 Health Technology0.28%
- 💰 Finance0.24%
- 🪙 Cryptocurrencies0.13%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE41.55%
- 🇺🇸 Nasdaq10.34%
- 🇳🇴 Oslo Stock Exchange6.96%
- 🇭🇰 Hong Kong Exchanges6.74%
- 🇬🇧 LSE2.54%
- 🇫🇷 Euronext Paris2.49%
- 🇩🇪 FRA2.27%
- 🇦🇺 Sydney2.2%
- 🌍 FX1.84%
- 🌍 Digital Currency1.44%
- Abu Dhabi0.39%
- 🇩🇪 Xetra ETFs0.14%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.87%
- 🇳🇴 Norway6.96%
- 🇨🇳 China6.31%
- 🇬🇷 Greece6.05%
- 🇬🇧 United Kingdom2.54%
- 🇫🇷 France2.49%
- 🇩🇪 Germany2.27%
- 🇦🇺 Australia2.2%
- 🇧🇲 Bermuda1.93%
- 🇭🇰 Hong Kong1.38%
- 🇧🇷 Brazil1.27%
- 🇨🇦 Canada0.81%
- 🇺🇾 Uruguay0.34%
- 🇮🇱 Israel0.09%
Dividends
Dividend Yield
2.75%
5 out of 9 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (2352.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 2.68% | 5.42% | - |
 alexvanl | 0.06% | 0.63% | - |
 EMG.L | 0.02% | 6.16% | $0.13 |
 BAYN.DE | 0% | 0.33% | $0.11 |
 WDI.DE | 0% | 2352.94% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 JNJ (alexvanl) | Pay Day | Dec 9, 2025 | $1.30 |
Performance Metrics
Score 7.4/10
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
20.25
20.25
-2
0
2
21
21
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
0.58
0.58
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.51
1.51
0
1
2
3
3
Jensen's Alpha
20.25
20.25
-2
0
2
21
21
Omega Ratio
1.5
1.5
0
1
1.5
2.5
2.5
Treynor Ratio
3.64
3.64
0
0.75
1.25
4
4
Information Ratio
0.4
0.4
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-573.92
High:
EMG.L
16.91EMG.LLow:
BAYN.DE
-165.29BAYN.DEDetails
PEG Ratio
-213.26
High:
WDI.DE
0.39WDI.DELow:BAYN.DE
-213.26BAYN.DEDetails
Price/Book
1.14
High:EMG.L
2.25EMG.LLow:WDI.DE
0.03WDI.DEDetails
Price/Sales
0.75
High:EMG.L
2.33EMG.LLow:WDI.DE
0.03WDI.DEDetails
Price/CF
5.36
High:WDI.DE
16.82WDI.DELow:BAYN.DE
5.24BAYN.DEDetails
Price/FCF
11.95
High:EMG.L
22.8EMG.LLow:BAYN.DE
11.56BAYN.DEDetails
P/E Ratio
-573.92
High:EMG.L
16.91EMG.LLow:BAYN.DE
-165.29BAYN.DEDetails
PEG Ratio
-213.26
High:WDI.DE
0.39WDI.DELow:BAYN.DE
-213.26BAYN.DEDetails
Price/Book
1.14
High:EMG.L
2.25EMG.LLow:WDI.DE
0.03WDI.DEDetails
Price/Sales
0.75
High:EMG.L
2.33EMG.LLow:WDI.DE
0.03WDI.DEDetails
Price/CF
5.36
High:WDI.DE
16.82WDI.DELow:BAYN.DE
5.24BAYN.DEDetails
Price/FCF
11.95
High:EMG.L
22.8EMG.LLow:BAYN.DE
11.56BAYN.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-64.86% | Aug 2015 | Mar 2016 | 7 |
-30.84% | Nov 2021 | Mar 2024 | 28 |
-30.44% | Sep 2017 | Feb 2021 | 41 |
-25.77% | Apr 2015 | Jun 2015 | 2 |
-8.31% | Jul 2017 | Aug 2017 | 1 |
-7.94% | Feb 2017 | Jun 2017 | 4 |
-5.52% | May 2021 | Aug 2021 | 3 |
-5.24% | Sep 2021 | Oct 2021 | 1 |
-3.29% | Mar 2025 | Jun 2025 | 3 |
-1.17% | Dec 2024 | Jan 2025 | 1 |
-0.93% | Oct 2024 | Nov 2024 | 1 |
-0.9% | Jun 2024 | Sep 2024 | 3 |
-0.59% | Nov 2025 | Dec 2025 | 1 |