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+0.22%
Today
+7.67%
This Month
+13.99%
Year To Date
+55.99%
2 Years
+38.66%
5 Years
+7.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading43.13%
- 📊 ETFs14.16%
- 🪙 Cryptocurrencies10.64%
- 💰 Finance7.69%
- 🚚 Transportation7.5%
- 🚗 Consumer Durables3.4%
- 🛍️ Retail Trade3.26%
- 🪨 Non Energy Minerals1.45%
- ⛏️ Energy Minerals1.44%
- 🍞 Consumer Non Durables0.72%
- 💼 Commercial Services0.67%
- 🖥️ Technology Services0.66%
- 💻 Electronic Technology0.44%
- 💵 Cash0.35%
- 🧩 Miscellaneous0.3%
- 🏭 Industrial Services0.29%
- 🛠️ Producer Manufacturing0.23%
- 🧬 Health Technology0.21%
- 📦 Distribution Services0.18%
- 💇♀️ Consumer Services0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE29.07%
- 🌍 Digital Currency27.91%
- 🇺🇸 Nasdaq23.73%
- 🇬🇧 LSE7.23%
- 🇭🇰 Hong Kong Exchanges1.5%
- 🇩🇪 FRA1.4%
- 🇩🇰 Copenhagen Stock Exchange1.29%
- 🇺🇸 Chicago Board Options Exchange1%
- 🇸🇦 Tadawul0.92%
- 🇩🇪 Xetra ETFs0.7%
- 🇳🇴 Oslo Stock Exchange0.32%
- 🇨🇭 SIX0.2%
- 🇫🇷 Euronext Paris0.17%
- 🌍 FX0.16%
- 🇦🇺 Sydney0.06%
- 🌍 Commodity0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States33.16%
- 🇬🇧 United Kingdom6.23%
- 🇬🇷 Greece1.99%
- 🇩🇪 Germany1.65%
- 🇨🇳 China1.6%
- 🇩🇰 Denmark1.29%
- 🇮🇪 Ireland1.28%
- 🇸🇦 Saudi Arabia0.92%
- 🇧🇲 Bermuda0.71%
- 🇨🇦 Canada0.45%
- 🇲🇽 Mexico0.39%
- 🇺🇾 Uruguay0.37%
- 🇳🇴 Norway0.32%
- 🇱🇺 Luxembourg0.26%
- 🇮🇹 Italy0.23%
- 🇨🇭 Switzerland0.2%
- 🇫🇷 France0.17%
- 🇦🇺 Australia0.05%
- 🇹🇼 Taiwan0.04%
- 🇮🇱 Israel0.03%
- 🇯🇵 Japan0.02%
- 🇳🇿 New Zealand0.01%
Dividends
Dividend Yield
1.48%
64 out of 123 instruments pay dividend.
11 dividend payments in the next 30 days.
Highest Dividend: $SSSS (83.36%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.18% | 4.01% | - |
 F | 0.15% | 6.62% | $0.78 |
 MAERSKB.CO | 0.09% | 8.63% | $515 |
 RIO | 0.09% | 6.44% | $4.34 |
 IAPD.L | 0.09% | 9.65% | - |
 VWO | 0.09% | 3.02% | - |
 IAG.L | 0.08% | 1.89% | - |
 SAOC | 0.06% | 6.74% | $1.87 |
 DAC | 0.05% | 3.75% | $3.15 |
 XLE | 0.05% | 3.5% | - |
 PAH3.DE | 0.04% | 5.59% | $2.56 |
 PAG | 0.04% | 2.85% | $3.34 |
 EWW | 0.04% | 3.42% | - |
 ACI | 0.04% | 2.83% | $0.48 |
 ACT | 0.04% | 2.19% | $0.67 |
 KSS | 0.03% | 12.13% | $2 |
 IVV | 0.02% | 1.31% | - |
 ASC | 0.02% | 6.94% | $0.87 |
 SSSS | 0.02% | 83.36% | $7.25 |
 DGRO | 0.02% | 2.23% | - |
 BAC | 0.02% | 2.19% | $0.96 |
 SharonConnolly | 0.02% | 0.33% | - |
 steveli1029 | 0.01% | 0.12% | - |
 PUM.DE | 0.01% | 2.74% | $0.82 |
 LQDE.L | 0.01% | 5.03% | - |
 HSBA.L | 0.01% | 8.56% | $0.49 |
 techiemetal | 0.01% | 0.32% | - |
 Onegirl | 0.01% | 0.23% | - |
 AER | 0.01% | 0.93% | $0.25 |
 0390.HK | 0.01% | 4.9% | $0.21 |
 LQD | 0.01% | 4.46% | - |
 2600.HK | 0.01% | 3.91% | - |
 1913.HK | 0.01% | 2.93% | - |
 IS04.DE | 0.01% | 2.83% | - |
 INDA | 0.01% | 0.74% | - |
 IGF | 0.01% | 2.85% | - |
 MAIN | 0.01% | 4.63% | $2.85 |
 PFE | 0.01% | 7.02% | $1.66 |
 IUSM.DE | 0.01% | 4.06% | - |
 HDV | 0% | 3.5% | - |
 SBLK | 0% | 7.8% | $1.82 |
 RYAAY | 0% | 1.41% | $0.93 |
 IBZL.L | 0% | 6.41% | - |
 URA | 0% | 2.39% | - |
 SPY | 0% | 1.21% | - |
 00285.HK | 0% | 1.86% | $0.59 |
 PLS.ASX | 0% | 8.69% | $0.25 |
 TLT | 0% | 4.39% | - |
 BLV | 0% | 4.71% | - |
 BND | 0% | 3.75% | - |
 TFX | 0% | 1.23% | $1.36 |
 DHI | 0% | 1.15% | $1.15 |
 AHT.L | 0% | 1.72% | $0.8 |
 CNR | 0% | 0.91% | $1.1 |
 SOXX | 0% | 0.72% | - |
 VWS.CO | 0% | 0.48% | - |
 PGRE | 0% | 0.55% | $0.14 |
 VSH | 0% | 2.29% | $0.4 |
 JOE | 0% | 1.13% | $0.48 |
 ATKR | 0% | 1.75% | $0.64 |
 9618.HK | 0% | 2.98% | $2.97 |
 COST | 0% | 0.52% | $19.22 |
 AAPL | 0% | 0.48% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
ACI | Ex-Dividend | Jul 25, 2025 | $0.15 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
0390.HK | Pay Day | Jul 31, 2025 | $0.02 |
0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
COST | Ex-Dividend | Aug 1, 2025 | $1.30 |
COST (SharonConnolly) | Ex-Dividend | Aug 1, 2025 | $1.30 |
AHT.L | Ex-Dividend | Aug 7, 2025 | $0.72 |
ACI | Pay Day | Aug 8, 2025 | $0.15 |
MAIN | Ex-Dividend | Aug 8, 2025 | $0.26 |
 AXP (SharonConnolly) | Pay Day | Aug 8, 2025 | $0.82 |
 MA (SharonConnolly) | Pay Day | Aug 8, 2025 | $0.76 |
COST | Pay Day | Aug 15, 2025 | $1.30 |
MAIN | Pay Day | Aug 15, 2025 | $0.26 |
COST (SharonConnolly) | Pay Day | Aug 15, 2025 | $1.30 |
 LLY (SharonConnolly) | Ex-Dividend | Aug 15, 2025 | $1.50 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
 MSFT (Onegirl) | Ex-Dividend | Aug 21, 2025 | $0.83 |
MSFT (SharonConnolly) | Ex-Dividend | Aug 21, 2025 | $0.83 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
AHT.L | Pay Day | Sep 10, 2025 | $0.72 |
LLY (SharonConnolly) | Pay Day | Sep 10, 2025 | $1.50 |
MSFT (Onegirl) | Pay Day | Sep 11, 2025 | $0.83 |
MSFT (SharonConnolly) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (SharonConnolly) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (SharonConnolly) | Pay Day | Oct 9, 2025 | $0.82 |
INDA | Pay Day | Dec 20, 2025 | $0.00 |
 GDX (techiemetal) | Pay Day | Dec 24, 2025 | $0.00 |
 GDXJ (techiemetal) | Pay Day | Dec 24, 2025 | $0.00 |
Performance Metrics
Score 3/10
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-5.78
-5.78
-6
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Beta
1.19
1.19
0
0.8
1.2
0
2
Sharpe Ratio
0.22
0.22
0
0.5
1
1.5
1.5
Sortino Ratio
0.35
0.35
0
1
2
3
3
Jensen's Alpha
-5.78
-5.78
-6
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.36
0.36
0
0.75
1.25
2
2
Information Ratio
-0.3
-0.3
-1
0.3
0.6
1
1
Calmar Ratio
0.13
0.13
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.08
High:
TSLA
181.29TSLALow:
PLS.ASX
-164.81PLS.ASXDetails
PEG Ratio
327.58
High:
IAG.L
1,217.42IAG.LLow:
RBLX
-336.42RBLXDetails
Price/Book
1.84
High:RBLX
271.59RBLXLow:
NBEVQ
0NBEVQDetails
Price/Sales
2.18
High:
NVDA
28.57NVDALow:NBEVQ
0NBEVQDetails
Price/CF
17.9
High:
RIOT
107.94RIOTLow:
KSS
1.48KSSDetails
Price/FCF
39.53
High:
DRVN
2,760.33DRVNLow:
2600.HK
3.762600.HKDetails
P/E Ratio
14.08
High:TSLA
181.29TSLALow:PLS.ASX
-164.81PLS.ASXDetails
PEG Ratio
327.58
High:IAG.L
1,217.42IAG.LLow:RBLX
-336.42RBLXDetails
Price/Book
1.84
High:RBLX
271.59RBLXLow:NBEVQ
0NBEVQDetails
Price/Sales
2.18
High:NVDA
28.57NVDALow:NBEVQ
0NBEVQDetails
Price/CF
17.9
High:RIOT
107.94RIOTLow:KSS
1.48KSSDetails
Price/FCF
39.53
High:DRVN
2,760.33DRVNLow:2600.HK
3.762600.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-42.93% | Nov 2021 | Nov 2024 | 36 |
-12.08% | Dec 2024 | Jun 2025 | 6 |
-7.67% | Jul 2021 | Oct 2021 | 3 |
-2.36% | May 2021 | Jun 2021 | 1 |