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-0.75%
Today
+5.3%
This Month
+0.38%
Year To Date
+40.68%
2 Years
+176.44%
5 Years
+46.42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading49.08%
- 📊 ETFs31.49%
- 🪙 Cryptocurrencies6.56%
- 🖥️ Technology Services2.41%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE47.06%
- 🇬🇧 LSE13.79%
- 🇺🇸 Nasdaq10.87%
- 🌍 Digital Currency7.47%
- 🇭🇰 Hong Kong Exchanges2.66%
- 🇫🇷 Euronext Paris1.79%
- 🇸🇪 Stockholm Stock Exchange0.99%
- 🌍 FX0.46%
- 🇩🇪 FRA0.38%
Countries Breakdown
- Country
- Total
- 🇬🇧 United Kingdom12.06%
- 🇮🇱 Israel10.35%
- 🇺🇸 United States5.66%
- 🇧🇷 Brazil5.43%
- 🇨🇴 Colombia3.42%
- 🇨🇳 China2.74%
- 🇬🇷 Greece2.16%
- 🇫🇷 France1.79%
- 🇸🇪 Sweden0.99%
- 🇧🇲 Bermuda0.95%
- 🇩🇪 Germany0.38%
- 🇨🇦 Canada0.14%
- 🇮🇪 Ireland-0.01%
- 🇱🇺 Luxembourg-0.01%
- 🇹🇼 Taiwan-0.02%
Dividends
Dividend Yield
2.71%
7 out of 8 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: AmitKup (5.38%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 AmitKup | 1.77% | 5.38% | - |
 FundManagerZech | 0.45% | 2.88% | - |
 VOO | 0.43% | 1.37% | - |
 EVO.ST | 0.05% | 4.77% | $31.03 |
 META | 0% | 0.32% | $1 |
 jorbar6 | 0% | 0.02% | - |
 AI-Revolution | 0% | 0.24% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2025 | $4.40 |
 DAC (FundManagerZech) | Ex-Dividend | May 27, 2025 | $0.85 |
TEP.PA (FundManagerZech) | Pay Day | May 28, 2025 | $4.40 |
 ZIM (AmitKup) | Ex-Dividend | Jun 2, 2025 | $0.74 |
DAC (FundManagerZech) | Pay Day | Jun 5, 2025 | $0.85 |
 SBLK (FundManagerZech) | Ex-Dividend | Jun 6, 2025 | $0.05 |
ZIM (AmitKup) | Pay Day | Jun 9, 2025 | $0.74 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOG (jorbar6) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 GOOGL (AI-Revolution) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
 MSFT (jorbar6) | Pay Day | Jun 12, 2025 | $0.83 |
 BABA (jorbar6) | Ex-Dividend | Jun 12, 2025 | $0.95 |
MSFT (AI-Revolution) | Pay Day | Jun 12, 2025 | $0.83 |
BABA (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 TSM (AI-Revolution) | Ex-Dividend | Jun 12, 2025 | $0.68 |
GOOG (jorbar6) | Pay Day | Jun 16, 2025 | $0.21 |
GOOGL (AI-Revolution) | Pay Day | Jun 16, 2025 | $0.21 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
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 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
 PLUS.L (AmitKup) | Pay Day | Jul 9, 2025 | $0.40 |
BABA (jorbar6) | Pay Day | Jul 10, 2025 | $0.95 |
BABA (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.95 |
TSM (AI-Revolution) | Pay Day | Jul 10, 2025 | $0.68 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
Performance Metrics
Score 9.2/10
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
6.39
6.39
0
1
2
7
7
Jensen's Alpha
32.86
32.86
-2
0
2
33
33
Omega Ratio
2.29
2.29
0
1
1.5
3
3
Treynor Ratio
6.3
6.3
0
0.75
1.25
7
7
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
5.46
5.46
0
0.3
0.6
6
6
Beta
0.46
0.46
0
0.8
1.2
0
2
Sharpe Ratio
1.81
1.81
0
0.5
1
2
2
Sortino Ratio
6.39
6.39
0
1
2
7
7
Jensen's Alpha
32.86
32.86
-2
0
2
33
33
Omega Ratio
2.29
2.29
0
1
1.5
3
3
Treynor Ratio
6.3
6.3
0
0.75
1.25
7
7
Information Ratio
1.09
1.09
0
0.3
0.6
2
2
Calmar Ratio
5.46
5.46
0
0.3
0.6
6
6
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
24.6
High:
META
24.83METALow:
EVO.ST
9.59EVO.STDetails
PEG Ratio
57.06
High:EVO.ST
64.05EVO.STLow:META
52.2METADetails
Price/Book
8.58
High:META
8.68METALow:EVO.ST
2.92EVO.STDetails
Price/Sales
9.64
High:META
9.69METALow:EVO.ST
5.6EVO.STDetails
Price/CF
15.48
High:META
15.53METALow:EVO.ST
9.88EVO.STDetails
Price/FCF
31.5
High:META
31.64METALow:EVO.ST
18.22EVO.STDetails
P/E Ratio
24.6
High:META
24.83METALow:EVO.ST
9.59EVO.STDetails
PEG Ratio
57.06
High:EVO.ST
64.05EVO.STLow:META
52.2METADetails
Price/Book
8.58
High:META
8.68METALow:EVO.ST
2.92EVO.STDetails
Price/Sales
9.64
High:META
9.69METALow:EVO.ST
5.6EVO.STDetails
Price/CF
15.48
High:META
15.53METALow:EVO.ST
9.88EVO.STDetails
Price/FCF
31.5
High:META
31.64METALow:EVO.ST
18.22EVO.STDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-8.29% | Feb 2025 | - | 4 |
-5.13% | Aug 2023 | Jan 2024 | 5 |
-3.03% | Jun 2024 | Sep 2024 | 3 |
-0.96% | Oct 2024 | Nov 2024 | 1 |
-0.57% | Dec 2024 | Jan 2025 | 1 |