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+0.13%
This Month
+15.1%
Year To Date
+79.67%
2 Years
+40.01%
5 Years
+40.01%
10 Years
+7.34%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading45.62%
- 📊 ETFs16.31%
- 🪙 Cryptocurrencies8.82%
- 🚚 Transportation7.73%
- 🚗 Consumer Durables3.57%
- 💰 Finance3.37%
- 🛍️ Retail Trade3.09%
- 🪨 Non Energy Minerals1.49%
- 💵 Cash1.27%
- ⛏️ Energy Minerals1.02%
- 💼 Commercial Services0.89%
- 🖥️ Technology Services0.6%
- 🍞 Consumer Non Durables0.44%
- 💻 Electronic Technology0.42%
- 🧩 Miscellaneous0.31%
- 🏭 Industrial Services0.29%
- 🧬 Health Technology0.23%
- 🛠️ Producer Manufacturing0.23%
- 📦 Distribution Services0.2%
- 💇♀️ Consumer Services0.08%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq26.12%
- 🇺🇸 NYSE24.95%
- 🌍 Digital Currency23.95%
- 🇬🇧 LSE8.25%
- 🇩🇪 FRA1.38%
- 🇩🇰 Copenhagen Stock Exchange1.33%
- 🇭🇰 Hong Kong Exchanges1.12%
- 🇺🇸 Chicago Board Options Exchange0.91%
- 🇸🇦 Tadawul0.9%
- 🇩🇪 Xetra ETFs0.72%
- 🇳🇴 Oslo Stock Exchange0.42%
- 🇨🇭 SIX0.25%
- 🇫🇷 Euronext Paris0.15%
- 🌍 FX0.08%
- 🇦🇺 Sydney0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States31.17%
- 🇬🇧 United Kingdom6.34%
- 🇬🇷 Greece2.05%
- 🇩🇪 Germany1.7%
- 🇨🇳 China1.49%
- 🇩🇰 Denmark1.33%
- 🇸🇦 Saudi Arabia0.9%
- 🇧🇲 Bermuda0.73%
- 🇨🇦 Canada0.45%
- 🇳🇴 Norway0.42%
- 🇺🇾 Uruguay0.37%
- 🇮🇪 Ireland0.31%
- 🇨🇭 Switzerland0.25%
- 🇱🇺 Luxembourg0.23%
- 🇫🇷 France0.15%
- 🇦🇺 Australia0.06%
- 🇹🇼 Taiwan0.04%
- 🇮🇱 Israel0.03%
- 🇯🇵 Japan0.02%
- 🇳🇿 New Zealand0.01%
Dividends
Dividend Yield
1.56%
59 out of 116 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $IAPD.L (9.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.19% | 4.35% | - |
 IAPD.L | 0.19% | 9.65% | - |
 F | 0.15% | 6.44% | $0.78 |
 MAERSKB.CO | 0.09% | 8.22% | $515 |
 RIO | 0.09% | 5.93% | $4.34 |
 IAG.L | 0.08% | 1.84% | - |
 VWO | 0.08% | 2.81% | - |
 SAOC | 0.06% | 6.74% | $1.87 |
 DAC | 0.05% | 3.62% | $3.15 |
 EWW | 0.05% | 4.4% | - |
 XLE | 0.05% | 3.37% | - |
 PAG | 0.05% | 2.67% | $3.34 |
 TLT | 0.04% | 4.3% | - |
 PAH3.DE | 0.04% | 5.32% | $2.56 |
 ACT | 0.04% | 2.06% | $0.67 |
 ACI | 0.04% | 2.98% | $0.48 |
 IVV | 0.02% | 1.29% | - |
 DGRO | 0.02% | 2.21% | - |
 BAC | 0.02% | 2.11% | $0.96 |
 steveli1029 | 0.02% | 0.12% | - |
 SharonConnolly | 0.02% | 0.32% | - |
 PUM.DE | 0.01% | 3.05% | $0.82 |
 LQDE.L | 0.01% | 4.96% | - |
 techiemetal | 0.01% | 0.37% | - |
 ASC | 0.01% | 3.25% | $0.87 |
 Onegirl | 0.01% | 0.22% | - |
 0390.HK | 0.01% | 5.12% | $0.21 |
 LQD | 0.01% | 4.37% | - |
 2600.HK | 0.01% | 4.09% | - |
 HSBA.L | 0.01% | 5.18% | $0.49 |
 IS04.DE | 0.01% | 2.83% | - |
 IGF | 0.01% | 3.1% | - |
 MAIN | 0.01% | 4.52% | $2.85 |
 INDA | 0.01% | 0.72% | - |
 PFE | 0.01% | 6.98% | $1.66 |
 IUSM.DE | 0.01% | 4.06% | - |
 RYAAY | 0.01% | 1.61% | $0.93 |
 HDV | 0% | 3.46% | - |
 IBZL.L | 0% | 6.41% | - |
 PLS.ASX | 0% | 8.69% | $0.25 |
 SPY | 0% | 1.16% | - |
 URA | 0% | 1.91% | - |
 SBLK | 0% | 4.13% | $1.82 |
 BLV | 0% | 4.61% | - |
 BND | 0% | 3.73% | - |
 TFX | 0% | 1.05% | $1.36 |
 DHI | 0% | 0.91% | $1.15 |
 AHT.L | 0% | 1.5% | $0.8 |
 SOXX | 0% | 0.69% | - |
 CNR | 0% | 0.78% | $1.1 |
 VWS.CO | 0% | 0.44% | - |
 VSH | 0% | 2.61% | $0.4 |
 PGRE | 0% | 0.57% | $0.14 |
 JOE | 0% | 1.12% | $0.48 |
 ATKR | 0% | 2.23% | $0.64 |
 9618.HK | 0% | 3.19% | $2.97 |
 COST | 0% | 0.52% | $19.22 |
 AAPL | 0% | 0.43% | $0.97 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
MAIN | Ex-Dividend | Sep 8, 2025 | $0.26 |
ACT | Pay Day | Sep 8, 2025 | $0.21 |
 GOOG (Onegirl) | Ex-Dividend | Sep 8, 2025 | $0.21 |
GOOG (SharonConnolly) | Ex-Dividend | Sep 8, 2025 | $0.21 |
AHT.L | Pay Day | Sep 10, 2025 | $0.72 |
SBLK | Pay Day | Sep 10, 2025 | $0.05 |
 LLY (SharonConnolly) | Pay Day | Sep 10, 2025 | $1.50 |
SBLK (FundManagerZech) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (FundManagerZech) | Ex-Dividend | Sep 10, 2025 | $0.65 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
VSH | Ex-Dividend | Sep 11, 2025 | $0.10 |
 MSFT (Onegirl) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (Onegirl) | Ex-Dividend | Sep 11, 2025 | $0.01 |
MSFT (SharonConnolly) | Pay Day | Sep 11, 2025 | $0.83 |
NVDA (SharonConnolly) | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (steveli1029) | Ex-Dividend | Sep 11, 2025 | $0.01 |
 CIVI (FundManagerZech) | Ex-Dividend | Sep 11, 2025 | $0.50 |
ASC | Pay Day | Sep 12, 2025 | $0.07 |
 WTC.ASX (SharonConnolly) | Ex-Dividend | Sep 12, 2025 | $0.05 |
CNR | Pay Day | Sep 15, 2025 | $0.10 |
MAIN | Pay Day | Sep 15, 2025 | $0.26 |
TFX | Pay Day | Sep 15, 2025 | $0.34 |
GOOG (Onegirl) | Pay Day | Sep 15, 2025 | $0.21 |
GOOG (SharonConnolly) | Pay Day | Sep 15, 2025 | $0.21 |
 B (techiemetal) | Pay Day | Sep 15, 2025 | $0.15 |
 TSM (SharonConnolly) | Ex-Dividend | Sep 16, 2025 | $0.82 |
JOE | Pay Day | Sep 19, 2025 | $0.14 |
JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.65 |
RYAAY | Pay Day | Sep 25, 2025 | $0.53 |
RIO | Pay Day | Sep 25, 2025 | $1.48 |
VSH | Pay Day | Sep 25, 2025 | $0.10 |
CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
BAC | Pay Day | Sep 26, 2025 | $0.28 |
HSBA.L | Pay Day | Sep 26, 2025 | $0.10 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Onegirl) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (SharonConnolly) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (steveli1029) | Pay Day | Oct 2, 2025 | $0.01 |
TSM (SharonConnolly) | Pay Day | Oct 9, 2025 | $0.82 |
WTC.ASX (SharonConnolly) | Pay Day | Oct 10, 2025 | $0.05 |
 MC.PA (SharonConnolly) | Ex-Dividend | Dec 2, 2025 | $6.47 |
MC.PA (SharonConnolly) | Pay Day | Dec 4, 2025 | $6.47 |
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 3.2/10
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-5.26
-5.26
-6
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Beta
1.2
1.2
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.46
0.46
0
1
2
3
3
Jensen's Alpha
-5.26
-5.26
-6
0
2
4.5
4.5
Omega Ratio
0.84
0.84
0
1
1.5
2.5
2.5
Treynor Ratio
0.46
0.46
0
0.75
1.25
2
2
Information Ratio
-0.25
-0.25
-1
0.3
0.6
1
1
Calmar Ratio
0.17
0.17
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
18.96
High:
TSLA
196.04TSLALow:
PLS.ASX
-37.76PLS.ASXDetails
PEG Ratio
113.81
High:
AAPL
24,779.06AAPLLow:
PGRE
-32.62PGREDetails
Price/Book
2.66
High:
MEDP
78.41MEDPLow:
NBEVQ
0NBEVQDetails
Price/Sales
1.63
High:
NVDA
25.49NVDALow:NBEVQ
0NBEVQDetails
Price/CF
10.88
High:
RIOT
107.94RIOTLow:
0390.HK
0.460390.HKDetails
Price/FCF
27.25
High:
SAOC
326.13SAOCLow:
2600.HK
3.762600.HKDetails
P/E Ratio
18.96
High:TSLA
196.04TSLALow:PLS.ASX
-37.76PLS.ASXDetails
PEG Ratio
113.81
High:AAPL
24,779.06AAPLLow:PGRE
-32.62PGREDetails
Price/Book
2.66
High:MEDP
78.41MEDPLow:NBEVQ
0NBEVQDetails
Price/Sales
1.63
High:NVDA
25.49NVDALow:NBEVQ
0NBEVQDetails
Price/CF
10.88
High:RIOT
107.94RIOTLow:0390.HK
0.460390.HKDetails
Price/FCF
27.25
High:SAOC
326.13SAOCLow: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 |