Loading...
+0.25%
Today
+2.62%
This Month
+15.73%
Year To Date
+57.86%
2 Years
+38.65%
5 Years
+19.51%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies47.09%
- 👥 Copy Trading17.22%
- 💰 Finance9.8%
- 🖥️ Technology Services4.55%
- 🧬 Health Technology4.02%
- 💻 Electronic Technology2.69%
- 🚗 Consumer Durables2.58%
- 🍞 Consumer Non Durables2.4%
- ⚡ Utilities2.16%
- 🚚 Transportation1.72%
- ⛏️ Energy Minerals1.07%
- 💵 Cash0.4%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency47.75%
- 🇺🇸 NYSE11.47%
- 🇮🇹 Borsa Italiana10.3%
- 🇺🇸 Nasdaq8.85%
- 🇩🇪 FRA5.31%
- 🇬🇧 LSE5.04%
- 🇭🇰 Hong Kong Exchanges2.83%
- 🇳🇴 Oslo Stock Exchange0.91%
- 🌍 FX0.51%
- 🇫🇷 Euronext Paris0.43%
- 🇺🇸 Chicago Board Options Exchange0.15%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States15.28%
- 🇮🇹 Italy9.89%
- 🇩🇪 Germany5.31%
- 🇬🇧 United Kingdom3.57%
- 🇨🇳 China2.99%
- 🇬🇷 Greece2.36%
- 🇰🇷 South Korea1.46%
- 🇩🇰 Denmark1.24%
- 🇧🇲 Bermuda1.07%
- 🇳🇴 Norway0.91%
- 🇫🇷 France0.43%
- 🇳🇱 Netherlands0.41%
- 🇨🇦 Canada0.16%
- 🇮🇱 Israel0.05%
Dividends
Dividend Yield
1.95%
20 out of 21 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: $BFF.MI (11.74%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.71% | 4.11% | - |
 ISP.MI | 0.36% | 6.76% | $0.3 |
 VOW3.DE | 0.15% | 7% | $9.06 |
 BFF.MI | 0.14% | 11.74% | $0.98 |
 ENEL.MI | 0.13% | 5.82% | $0.43 |
 ENI.MI | 0.08% | 7.15% | $0.94 |
 BARC.L | 0.07% | 2.49% | $0.08 |
 UPS | 0.05% | 6.39% | $6.5 |
 STLAM.MI | 0.03% | 7.94% | $1.55 |
 SMSN.L | 0.03% | 2.14% | $23.68 |
 MSFT | 0.03% | 0.67% | $3 |
 O | 0.03% | 5.54% | $3.09 |
 KO | 0.03% | 2.83% | $1.89 |
 PG | 0.03% | 2.58% | $3.83 |
 INTC | 0.02% | 2.12% | $0.5 |
 NVO | 0.02% | 1.7% | $0.98 |
 KHC | 0.02% | 6.05% | $1.6 |
 BAYN.DE | 0.01% | 0.4% | $0.11 |
 DAL | 0.01% | 1.26% | $0.3 |
 LDO.MI | 0% | 1.11% | $0.28 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 1186.HK (FundManagerZech) | Ex-Dividend | Jul 14, 2025 | $0.04 |
O | Pay Day | Jul 15, 2025 | $0.27 |
 JKS (FundManagerZech) | Pay Day | Jul 16, 2025 | $1.30 |
ENEL.MI | Ex-Dividend | Jul 21, 2025 | $0.28 |
ENEL.MI | Pay Day | Jul 23, 2025 | $0.28 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
MSFT | Ex-Dividend | Aug 21, 2025 | $0.83 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
MSFT | Pay Day | Sep 11, 2025 | $0.83 |
Performance Metrics
Score 6.3/10
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
5.47
5.47
-2
0
2
6
6
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Beta
0.27
0.27
0
0.8
1.2
0
2
Sharpe Ratio
0.57
0.57
0
0.5
1
1.5
1.5
Sortino Ratio
1.01
1.01
0
1
2
3
3
Jensen's Alpha
5.47
5.47
-2
0
2
6
6
Omega Ratio
0.8
0.8
0
1
1.5
2.5
2.5
Treynor Ratio
2.91
2.91
0
0.75
1.25
3
3
Information Ratio
-0.31
-0.31
-1
0.3
0.6
1
1
Calmar Ratio
1.08
1.08
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.13
High:
O
52.17OLow:
BAYN.DE
-8.21BAYN.DEDetails
PEG Ratio
679.96
High:
KO
10,032.11KOLow:
SMSN.L
17.19SMSN.LDetails
Price/Book
5.63
High:
NVO
15.42NVOLow:
VOW3.DE
0.27VOW3.DEDetails
Price/Sales
5.36
High:
MSFT
13.72MSFTLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
15.51
High:KO
282.33KOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
40.12
High:KO
272.99KOLow:
ISP.MI
3.91ISP.MIDetails
P/E Ratio
32.13
High:O
52.17OLow:BAYN.DE
-8.21BAYN.DEDetails
PEG Ratio
679.96
High:KO
10,032.11KOLow:SMSN.L
17.19SMSN.LDetails
Price/Book
5.63
High:NVO
15.42NVOLow:VOW3.DE
0.27VOW3.DEDetails
Price/Sales
5.36
High:MSFT
13.72MSFTLow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
15.51
High:KO
282.33KOLow:VOW3.DE
2.55VOW3.DEDetails
Price/FCF
40.12
High:KO
272.99KOLow:ISP.MI
3.91ISP.MIDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-12.78% | May 2023 | Feb 2024 | 9 |
-10.25% | Feb 2025 | May 2025 | 3 |
-5.84% | Jun 2024 | Nov 2024 | 5 |
-2.84% | Apr 2024 | May 2024 | 1 |
-2.39% | Dec 2024 | Jan 2025 | 1 |