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+1.52%
Today
+0.99%
This Month
+2.89%
Year To Date
+43.83%
2 Years
+25.16%
5 Years
+5.11%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading41.89%
- 📊 ETFs15.25%
- 🪙 Cryptocurrencies9.2%
- 💰 Finance8.89%
- 🚚 Transportation7.62%
- 🛍️ Retail Trade3.67%
- 🚗 Consumer Durables2.61%
- 💵 Cash2.6%
- 🪨 Non Energy Minerals1.58%
- 🖥️ Technology Services0.76%
- 💼 Commercial Services0.71%
- 🛠️ Producer Manufacturing0.67%
- 💻 Electronic Technology0.56%
- 🍞 Consumer Non Durables0.52%
- ⛏️ Energy Minerals0.35%
- 🧩 Miscellaneous0.33%
- 🏭 Industrial Services0.29%
- 🧬 Health Technology0.25%
- 📦 Distribution Services0.16%
- 💇♀️ Consumer Services0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE30.55%
- 🇺🇸 Nasdaq26.08%
- 🌍 Digital Currency23.07%
- 🇬🇧 LSE7.44%
- 🇭🇰 Hong Kong Exchanges1.69%
- 🇩🇪 FRA1.55%
- 🇩🇰 Copenhagen Stock Exchange1.34%
- 🇺🇸 Chicago Board Options Exchange0.94%
- 🇩🇪 Xetra ETFs0.78%
- 🇫🇷 Euronext Paris0.64%
- 🇨🇭 SIX0.25%
- 🌍 FX0.13%
- 🌍 Commodity0.06%
- 🇦🇺 Sydney0.05%
- 🇸🇦 Tadawul0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.74%
- 🇬🇧 United Kingdom6.33%
- 🇬🇷 Greece2.15%
- 🇨🇳 China2.1%
- 🇩🇪 Germany1.86%
- 🇮🇪 Ireland1.47%
- 🇩🇰 Denmark1.34%
- 🇧🇲 Bermuda0.8%
- 🇫🇷 France0.64%
- 🇺🇾 Uruguay0.5%
- 🇨🇦 Canada0.47%
- 🇨🇭 Switzerland0.25%
- 🇲🇽 Mexico0.2%
- 🇱🇺 Luxembourg0.16%
- 🇦🇺 Australia0.07%
- 🇯🇵 Japan0.05%
- 🇹🇼 Taiwan0.03%
- 🇸🇦 Saudi Arabia0.03%
- 🇮🇱 Israel0.02%
Dividends
Dividend Yield
1.45%
67 out of 128 instruments pay dividend.
35 dividend payments in the next 30 days.
Highest Dividend: $SSSS (98.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.13% | 2.8% | - |
 RIO | 0.11% | 6.78% | $4.34 |
 F | 0.1% | 7.32% | $0.78 |
 MAERSKB.CO | 0.1% | 9.06% | $515 |
 IAPD.L | 0.09% | 9.65% | - |
 VWO | 0.09% | 3.13% | - |
 IAG.L | 0.09% | 2.09% | - |
 DAC | 0.06% | 3.9% | $3.15 |
 XLE | 0.05% | 3.5% | - |
 PAG | 0.05% | 2.9% | $3.34 |
 PAH3.DE | 0.05% | 5.61% | $2.56 |
 EWW | 0.05% | 3.61% | - |
 ACT | 0.04% | 2.23% | $0.67 |
 ACI | 0.04% | 2.52% | $0.48 |
 KSS | 0.04% | 14.46% | $2 |
 IVV | 0.03% | 1.39% | - |
 ASC | 0.03% | 7.22% | $0.87 |
 SSSS | 0.03% | 98.25% | $7.25 |
 DGRO | 0.02% | 2.23% | - |
 BAC | 0.02% | 2.32% | $0.96 |
 steveli1029 | 0.02% | 0.14% | - |
 SharonConnolly | 0.02% | 0.35% | - |
 Onegirl | 0.02% | 0.25% | - |
 LQDE.L | 0.01% | 5.03% | - |
 PUM.DE | 0.01% | 2.82% | $0.82 |
 techiemetal | 0.01% | 0.26% | - |
 AER | 0.01% | 0.89% | $0.25 |
 LQD | 0.01% | 4.46% | - |
 0390.HK | 0.01% | 4.91% | $0.21 |
 HSBA.L | 0.01% | 5.81% | $0.49 |
 2600.HK | 0.01% | 4.95% | - |
 IS04.DE | 0.01% | 2.83% | - |
 CME | 0.01% | 3.88% | $9.75 |
 INDA | 0.01% | 0.74% | - |
 IGF | 0.01% | 2.85% | - |
 MAIN | 0.01% | 5.2% | $2.85 |
 PFE | 0.01% | 7.27% | $1.66 |
 IUSM.DE | 0.01% | 4.06% | - |
 PGRE | 0% | 2.17% | $0.14 |
 HDV | 0% | 3.5% | - |
 RYAAY | 0% | 1.48% | $0.93 |
 SBLK | 0% | 8.6% | $1.82 |
 IBZL.L | 0% | 6.41% | - |
 URA | 0% | 3.05% | - |
 SPY | 0% | 1.29% | - |
 TLT | 0% | 4.21% | - |
 MKSI | 0% | 0.99% | $0.88 |
 00285.HK | 0% | 1.96% | $0.59 |
 BLV | 0% | 4.61% | - |
 PLS.ASX | 0% | 8.69% | $0.25 |
 BND | 0% | 3.68% | - |
 SAOC | 0% | 6.74% | $1.87 |
 TFX | 0% | 1.11% | $1.36 |
 AHT.L | 0% | 2.25% | $0.8 |
 DHI | 0% | 1.24% | $1.15 |
 CNR | 0% | 1.04% | $1.1 |
 SOXX | 0% | 0.81% | - |
 VWS.CO | 0% | 0.51% | - |
 VSH | 0% | 2.65% | $0.4 |
 JOE | 0% | 1.23% | $0.48 |
 ATKR | 0% | 1.9% | $0.64 |
 9618.HK | 0% | 3.02% | $2.97 |
 COST | 0% | 0.47% | $19.22 |
 NTDOY | 0% | 0.85% | $0.24 |
 META | 0% | 0.29% | $1 |
 AAPL | 0% | 0.49% | $0.97 |
 NVDA | 0% | 0.03% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
CME | Ex-Dividend | Jun 9, 2025 | $1.25 |
 GOOG (Onegirl) | Ex-Dividend | Jun 9, 2025 | $0.21 |
GOOG (SharonConnolly) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
JOE | Ex-Dividend | Jun 10, 2025 | $0.14 |
 LLY (SharonConnolly) | Pay Day | Jun 10, 2025 | $1.50 |
JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
NVDA | Ex-Dividend | Jun 11, 2025 | $0.01 |
KSS | Ex-Dividend | Jun 11, 2025 | $0.12 |
ACT | Pay Day | Jun 11, 2025 | $0.21 |
NVDA (Onegirl) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (SharonConnolly) | Ex-Dividend | Jun 11, 2025 | $0.01 |
NVDA (steveli1029) | Ex-Dividend | Jun 11, 2025 | $0.01 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 MSFT (Onegirl) | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (SharonConnolly) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (SharonConnolly) | Ex-Dividend | Jun 12, 2025 | $0.68 |
 BABA (steveli1029) | Ex-Dividend | Jun 12, 2025 | $0.95 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
CNR | Pay Day | Jun 13, 2025 | $0.10 |
MAIN | Pay Day | Jun 13, 2025 | $0.25 |
ASC | Pay Day | Jun 13, 2025 | $0.05 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
TFX | Pay Day | Jun 16, 2025 | $0.34 |
GOOG (Onegirl) | Pay Day | Jun 16, 2025 | $0.21 |
META (Onegirl) | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (SharonConnolly) | Pay Day | Jun 16, 2025 | $0.21 |
META (SharonConnolly) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 B (techiemetal) | Pay Day | Jun 16, 2025 | $0.10 |
VSH | Ex-Dividend | Jun 18, 2025 | $0.10 |
HSBA.L | Pay Day | Jun 20, 2025 | $0.10 |
SBLK | Pay Day | Jun 20, 2025 | $0.05 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
 SHEL.L (techiemetal) | Pay Day | Jun 23, 2025 | $0.36 |
KSS | Pay Day | Jun 25, 2025 | $0.12 |
IS04.DE | Pay Day | Jun 25, 2025 | $0.00 |
CME | Pay Day | Jun 25, 2025 | $1.25 |
META | Pay Day | Jun 26, 2025 | $0.52 |
JOE | Pay Day | Jun 26, 2025 | $0.14 |
META (Onegirl) | Pay Day | Jun 26, 2025 | $0.52 |
META (SharonConnolly) | Pay Day | Jun 26, 2025 | $0.52 |
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 |
BAC | Pay Day | Jun 27, 2025 | $0.26 |
VSH | Pay Day | Jun 27, 2025 | $0.10 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
NVDA | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (Onegirl) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (SharonConnolly) | Pay Day | Jul 3, 2025 | $0.01 |
NVDA (steveli1029) | Pay Day | Jul 3, 2025 | $0.01 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
TSM (SharonConnolly) | Pay Day | Jul 10, 2025 | $0.68 |
BABA (steveli1029) | Pay Day | Jul 10, 2025 | $0.95 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
EWW | Pay Day | Dec 20, 2025 | $1.58 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
IGF | Pay Day | Dec 20, 2025 | $0.85 |
 GDX (techiemetal) | Pay Day | Dec 24, 2025 | $0.40 |
 GDXJ (techiemetal) | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 2.9/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-5.51
-5.51
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.19
0.19
0
0.5
1
1.5
1.5
Sortino Ratio
0.3
0.3
0
1
2
3
3
Jensen's Alpha
-5.51
-5.51
-6
0
2
4.5
4.5
Omega Ratio
0.82
0.82
0
1
1.5
2.5
2.5
Treynor Ratio
0.31
0.31
0
0.75
1.25
2
2
Information Ratio
-0.28
-0.28
-1
0.3
0.6
1
1
Calmar Ratio
0.12
0.12
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
13.93
High:
TSLA
156.57TSLALow:
PLS.ASX
-118.52PLS.ASXDetails
PEG Ratio
285.32
High:
IAG.L
1,060.72IAG.LLow:
RBLX
-254.56RBLXDetails
Price/Book
1.81
High:RBLX
205.49RBLXLow:
NBEVQ
0NBEVQDetails
Price/Sales
2.31
High:
NVDA
23.2NVDALow:NBEVQ
0NBEVQDetails
Price/CF
20.02
High:
RIOT
107.94RIOTLow:
KSS
1.42KSSDetails
Price/FCF
44.8
High:
CME
34,130.22CMELow:
2727.HK
2.092727.HKDetails
P/E Ratio
13.93
High:TSLA
156.57TSLALow:PLS.ASX
-118.52PLS.ASXDetails
PEG Ratio
285.32
High:IAG.L
1,060.72IAG.LLow:RBLX
-254.56RBLXDetails
Price/Book
1.81
High:RBLX
205.49RBLXLow:NBEVQ
0NBEVQDetails
Price/Sales
2.31
High:NVDA
23.2NVDALow:NBEVQ
0NBEVQDetails
Price/CF
20.02
High:RIOT
107.94RIOTLow:KSS
1.42KSSDetails
Price/FCF
44.8
High:CME
34,130.22CMELow:2727.HK
2.092727.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.93% | Nov 2021 | Nov 2024 | 36 |
-12.08% | Dec 2024 | - | 7 |
-7.67% | Jul 2021 | Oct 2021 | 3 |
-2.36% | May 2021 | Jun 2021 | 1 |