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+2.53%
This Month
+4.81%
Year To Date
+26.23%
2 Years
+74.16%
5 Years
+432.3%
10 Years
+23.14%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading64.09%
- 💵 Cash7.98%
- 📊 ETFs1.11%
- 🧬 Health Technology0.25%
- 🪙 Cryptocurrencies0.21%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.06%
- 🇺🇸 Nasdaq6.28%
- 🇭🇰 Hong Kong Exchanges4.26%
- 🇳🇴 Oslo Stock Exchange2.78%
- 🌍 Digital Currency1.78%
- 🇬🇧 LSE1.31%
- 🇩🇪 FRA0.88%
- 🌍 FX0.72%
- 🇺🇸 Chicago Board Options Exchange0.46%
- 🇫🇷 Euronext Paris0.44%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States8.27%
- 🇨🇳 China4.26%
- 🇬🇷 Greece4.09%
- 🇳🇴 Norway2.78%
- 🇧🇲 Bermuda1.61%
- 🇬🇧 United Kingdom1.31%
- 🇩🇪 Germany0.88%
- 🇫🇷 France0.44%
- 🇮🇱 Israel0.08%
Dividends
Dividend Yield
1.58%
4 out of 6 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $WDI.DE (1156.07%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 1.35% | 4.49% | - |
 KenanAbel | 0.23% | 0.67% | - |
 BAYN.DE | 0% | 0.4% | $0.11 |
 WDI.DE | 0% | 1156.07% | $0.2 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 JOE (FundManagerZech) | Ex-Dividend | Aug 22, 2025 | $0.14 |
JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
Performance Metrics
Score 6.9/10
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
30.03
30.03
-2
0
2
31
31
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
5.26
5.26
0
0.75
1.25
6
6
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Beta
0.5
0.5
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.14
1.14
0
1
2
3
3
Jensen's Alpha
30.03
30.03
-2
0
2
31
31
Omega Ratio
1.58
1.58
0
1
1.5
2.5
2.5
Treynor Ratio
5.26
5.26
0
0.75
1.25
6
6
Information Ratio
0.39
0.39
0
0.3
0.6
1
1
Calmar Ratio
0.33
0.33
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-8.52
High:
WDI.DE
0.15WDI.DELow:
BAYN.DE
-8.52BAYN.DEDetails
PEG Ratio
NaN
High:WDI.DE
0.39WDI.DELow:WDI.DE
0.39WDI.DEDetails
Price/Book
0.85
High:BAYN.DE
0.85BAYN.DELow:WDI.DE
0.03WDI.DEDetails
Price/Sales
0.59
High:BAYN.DE
0.59BAYN.DELow:WDI.DE
0.03WDI.DEDetails
Price/CF
3.13
High:WDI.DE
16.82WDI.DELow:BAYN.DE
3.13BAYN.DEDetails
Price/FCF
5.29
High:WDI.DE
17.6WDI.DELow:BAYN.DE
5.29BAYN.DEDetails
P/E Ratio
-8.52
High:WDI.DE
0.15WDI.DELow:BAYN.DE
-8.52BAYN.DEDetails
PEG Ratio
NaN
High:WDI.DE
0.39WDI.DELow:WDI.DE
0.39WDI.DEDetails
Price/Book
0.85
High:BAYN.DE
0.85BAYN.DELow:WDI.DE
0.03WDI.DEDetails
Price/Sales
0.59
High:BAYN.DE
0.59BAYN.DELow:WDI.DE
0.03WDI.DEDetails
Price/CF
3.13
High:WDI.DE
16.82WDI.DELow:BAYN.DE
3.13BAYN.DEDetails
Price/FCF
5.29
High:WDI.DE
17.6WDI.DELow:BAYN.DE
5.29BAYN.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 |