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+0.47%
Today
-1.92%
This Month
-10.81%
Year To Date
+36.79%
2 Years
+8.49%
5 Years
+1.9%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading39.7%
- 📊 ETFs17.5%
- 💰 Finance10.62%
- 🪙 Cryptocurrencies10.47%
- 🚚 Transportation6.99%
- 🛍️ Retail Trade3.99%
- 🚗 Consumer Durables2.86%
- 🪨 Non Energy Minerals2.01%
- 🖥️ Technology Services0.82%
- 🧩 Miscellaneous0.5%
- 💻 Electronic Technology0.39%
- 🏥 Health Services0.38%
- 💼 Commercial Services0.35%
- 🏭 Industrial Services0.3%
- ⛏️ Energy Minerals0.26%
- 💇♀️ Consumer Services0.25%
- 🛠️ Producer Manufacturing0.22%
- 💵 Cash0.15%
- 🧬 Health Technology0.09%
- 🍞 Consumer Non Durables0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.36%
- 🇺🇸 Nasdaq24.32%
- 🌍 Digital Currency23.2%
- 🇬🇧 LSE7.16%
- 🇭🇰 Hong Kong Exchanges1.57%
- 🇩🇰 Copenhagen Stock Exchange1.33%
- 🇩🇪 FRA1.16%
- 🇺🇸 Chicago Board Options Exchange1.05%
- 🇩🇪 Xetra ETFs0.89%
- 🇫🇷 Euronext Paris0.61%
- 🇨🇭 SIX0.23%
- 🌍 FX0.15%
- 🇳🇱 Euronext Amsterdam0.12%
- 🇦🇺 Sydney0.05%
- 🇸🇦 Tadawul0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States35.24%
- 🇬🇧 United Kingdom6.04%
- 🇬🇷 Greece2.21%
- 🇨🇳 China1.85%
- 🇩🇪 Germany1.45%
- 🇮🇪 Ireland1.4%
- 🇩🇰 Denmark1.33%
- 🇧🇲 Bermuda0.8%
- 🇫🇷 France0.61%
- 🇺🇾 Uruguay0.52%
- 🇨🇦 Canada0.45%
- 🇨🇭 Switzerland0.23%
- 🇲🇽 Mexico0.23%
- 🇰🇾 Cayman Islands0.19%
- 🇱🇺 Luxembourg0.15%
- 🇭🇰 Hong Kong0.15%
- 🇳🇱 Netherlands0.12%
- 🇦🇺 Australia0.06%
- 🇯🇵 Japan0.05%
- 🇸🇬 Singapore0.05%
- 🇸🇦 Saudi Arabia0.03%
- 🇹🇼 Taiwan0.03%
Dividends
Dividend Yield
1.65%
64 out of 128 instruments pay dividend.
13 dividend payments in the next 30 days.
Highest Dividend: $SSSS (161.83%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.17% | 3.42% | - |
 RIO | 0.12% | 6.87% | $4.34 |
 F | 0.12% | 7.79% | $0.78 |
 MAERSKB.CO | 0.12% | 10.45% | $515 |
 IAG.L | 0.1% | 2.79% | - |
 IAPD.L | 0.1% | 9.65% | - |
 VWO | 0.1% | 3.14% | - |
 DAC | 0.06% | 4.3% | $3.15 |
 PAH3.DE | 0.06% | 5.68% | $2.56 |
 KSS | 0.06% | 25.08% | $2 |
 PAG | 0.05% | 2.92% | $3.34 |
 XLE | 0.05% | 3.06% | - |
 EWW | 0.05% | 4.04% | - |
 ACT | 0.04% | 2.1% | $0.67 |
 ACI | 0.04% | 2.49% | $0.48 |
 ASC | 0.04% | 10.3% | $0.87 |
 SSSS | 0.03% | 161.83% | $7.25 |
 IVV | 0.03% | 1.38% | - |
 BAC | 0.02% | 2.73% | $0.96 |
 DGRO | 0.02% | 2.24% | - |
 steveli1029 | 0.02% | 0.18% | - |
 SharonConnolly | 0.02% | 0.43% | - |
 Onegirl | 0.02% | 0.29% | - |
 LQDE.L | 0.02% | 5.02% | - |
 0390.HK | 0.01% | 6.8% | $0.21 |
 AER | 0.01% | 1.05% | $0.25 |
 techiemetal | 0.01% | 0.25% | - |
 LQD | 0.01% | 4.39% | - |
 HSBA.L | 0.01% | 6.53% | $0.49 |
 IS04.DE | 0.01% | 2.83% | - |
 01128.HK | 0.01% | 5.27% | $0.08 |
 SBLK | 0.01% | 15.52% | $1.82 |
 INDA | 0.01% | 0.78% | - |
 IGF | 0.01% | 3.08% | - |
 CME | 0.01% | 4% | $9.75 |
 MAIN | 0.01% | 5.68% | $2.85 |
 PFE | 0.01% | 7.63% | $1.66 |
 IUSM.DE | 0.01% | 4.06% | - |
 PGRE | 0.01% | 3.29% | $0.14 |
 RYAAY | 0.01% | 1.84% | $0.93 |
 HDV | 0.01% | 3.37% | - |
 IBZL.L | 0% | 6.41% | - |
 NEM | 0% | 1.82% | $1.3 |
 SPY | 0% | 1.28% | - |
 URA | 0% | 3.36% | - |
 TLT | 0% | 4.12% | - |
 PLS.ASX | 0% | 8.69% | $0.25 |
 BLV | 0% | 4.55% | - |
 SAOC | 0% | 6.74% | $1.87 |
 BND | 0% | 3.65% | - |
 AHT.L | 0% | 2.46% | $0.8 |
 DHI | 0% | 1.24% | $1.15 |
 ASML.NV | 0% | 1.14% | $6.1 |
 VWS.CO | 0% | 0.63% | - |
 VSH | 0% | 3.56% | $0.4 |
 SOXX | 0% | 0.79% | - |
 JOE | 0% | 1.27% | $0.48 |
 ATKR | 0% | 2.19% | $0.64 |
 9618.HK | 0% | 2.8% | $2.97 |
 COST | 0% | 0.48% | $19.22 |
 NTDOY | 0% | 0.97% | $0.24 |
 META | 0% | 0.4% | $1 |
 AAPL | 0% | 0.51% | $0.97 |
 NVDA | 0% | 0.04% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 QQQ (Onegirl) | Pay Day | Apr 24, 2025 | $- |
 MC.PA (SharonConnolly) | Ex-Dividend | Apr 24, 2025 | $8.54 |
QQQ (SharonConnolly) | Pay Day | Apr 24, 2025 | $- |
HSBA.L | Pay Day | Apr 25, 2025 | $0.36 |
ASML.NV | Ex-Dividend | Apr 25, 2025 | $2.10 |
ACI | Ex-Dividend | Apr 25, 2025 | $0.15 |
MC.PA (SharonConnolly) | Pay Day | Apr 28, 2025 | $8.54 |
 3323.HK (FundManagerZech) | Ex-Dividend | Apr 30, 2025 | $0.02 |
 JOYY (FundManagerZech) | Pay Day | Apr 30, 2025 | $0.93 |
COST | Ex-Dividend | May 2, 2025 | $1.30 |
DHI | Ex-Dividend | May 2, 2025 | $0.40 |
COST (SharonConnolly) | Ex-Dividend | May 2, 2025 | $1.30 |
ASML.NV | Pay Day | May 6, 2025 | $2.10 |
MAIN | Ex-Dividend | May 8, 2025 | $0.25 |
DHI | Pay Day | May 9, 2025 | $0.40 |
ACI | Pay Day | May 9, 2025 | $0.15 |
 AXP (SharonConnolly) | Pay Day | May 9, 2025 | $0.82 |
 MA (SharonConnolly) | Pay Day | May 9, 2025 | $0.76 |
MAIN | Pay Day | May 15, 2025 | $0.25 |
 MSFT (Onegirl) | Ex-Dividend | May 15, 2025 | $0.83 |
MSFT (SharonConnolly) | Ex-Dividend | May 15, 2025 | $0.83 |
COST | Pay Day | May 16, 2025 | $1.30 |
COST (SharonConnolly) | Pay Day | May 16, 2025 | $1.30 |
 0700.HK (steveli1029) | Ex-Dividend | May 16, 2025 | $0.58 |
 DB (steveli1029) | Ex-Dividend | May 23, 2025 | $0.71 |
01128.HK | Ex-Dividend | May 27, 2025 | $0.02 |
DB (steveli1029) | Pay Day | May 27, 2025 | $0.71 |
0700.HK (steveli1029) | Pay Day | May 30, 2025 | $0.58 |
 EMB (techiemetal) | Pay Day | Jun 7, 2025 | $- |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
01128.HK | Pay Day | Jun 11, 2025 | $0.02 |
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 |
EWW | Pay Day | Jun 17, 2025 | $- |
HDV | Pay Day | Jun 17, 2025 | $- |
SOXX | Pay Day | Jun 17, 2025 | $- |
IGF | Pay Day | Jun 17, 2025 | $- |
 IPAC (techiemetal) | Pay Day | Jun 17, 2025 | $- |
IS04.DE | Pay Day | Jun 26, 2025 | $- |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
TSM (SharonConnolly) | Pay Day | Jul 10, 2025 | $0.68 |
INDA | Pay Day | Dec 20, 2025 | $- |
 GDX (techiemetal) | Pay Day | Dec 24, 2025 | $- |
 GDXJ (techiemetal) | Pay Day | Dec 24, 2025 | $- |
Performance Metrics
Score 2.6/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-6.92
-6.92
-7
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.09
0.09
0
0.5
1
1.5
1.5
Sortino Ratio
0.13
0.13
0
1
2
3
3
Jensen's Alpha
-6.92
-6.92
-7
0
2
4.5
4.5
Omega Ratio
0.75
0.75
0
1
1.5
2.5
2.5
Treynor Ratio
0.14
0.14
0
0.75
1.25
2
2
Information Ratio
-0.4
-0.4
-1
0.3
0.6
1
1
Calmar Ratio
0.06
0.06
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
12.84
High:
TSLA
118.42TSLALow:
PLS.ASX
-132.41PLS.ASXDetails
PEG Ratio
225.59
High:
IAG.L
797.05IAG.LLow:
RBLX
-182.92RBLXDetails
Price/Book
1.78
High:RBLX
179.69RBLXLow:
01128.HK
-1.7801128.HKDetails
Price/Sales
2.25
High:
NVDA
19.21NVDALow:
NBEVQ
0NBEVQDetails
Price/CF
20.85
High:
RIOT
107.94RIOTLow:
0390.HK
0.30390.HKDetails
Price/FCF
50.94
High:
CME
6,797.92CMELow:
MAERSKB.CO
3.91MAERSKB.CODetails
P/E Ratio
12.84
High:TSLA
118.42TSLALow:PLS.ASX
-132.41PLS.ASXDetails
PEG Ratio
225.59
High:IAG.L
797.05IAG.LLow:RBLX
-182.92RBLXDetails
Price/Book
1.78
High:RBLX
179.69RBLXLow:01128.HK
-1.7801128.HKDetails
Price/Sales
2.25
High:NVDA
19.21NVDALow:NBEVQ
0NBEVQDetails
Price/CF
20.85
High:RIOT
107.94RIOTLow:0390.HK
0.30390.HKDetails
Price/FCF
50.94
High:CME
6,797.92CMELow:MAERSKB.CO
3.91MAERSKB.CODetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.93% | Nov 2021 | Nov 2024 | 36 |
-14.17% | Dec 2024 | - | 5 |
-7.67% | Jul 2021 | Oct 2021 | 3 |
-2.36% | May 2021 | Jun 2021 | 1 |