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+4.91%
This Month
-2.52%
Year To Date
+32.48%
2 Years
+10.1%
5 Years
+352.1%
10 Years
+29.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🖥️ Technology Services21.86%
- 🪙 Cryptocurrencies21.16%
- 💻 Electronic Technology11.69%
- 🛍️ Retail Trade8.73%
- 🍞 Consumer Non Durables6.07%
- 👥 Copy Trading5.9%
- 💰 Finance5.37%
- 🧬 Health Technology4.61%
- 📡 Communications4.04%
- 🚗 Consumer Durables3.75%
- ⛏️ Energy Minerals1.4%
- 💇♀️ Consumer Services1.13%
- 🚚 Transportation1.04%
- 📊 ETFs0.9%
- ⚡ Utilities0.75%
- 💼 Commercial Services0.52%
- 🪨 Non Energy Minerals0.46%
- 🧪 Process Industries0.41%
- 💵 Cash0.2%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE35.98%
- 🇺🇸 Nasdaq32.17%
- 🌍 Digital Currency21.23%
- 🇩🇪 FRA3.97%
- 🇭🇰 Hong Kong Exchanges3.09%
- 🇬🇧 LSE1.28%
- 🇧🇪 Euronext Brussels1.15%
- 🇫🇷 Euronext Paris0.26%
- 🇮🇹 Borsa Italiana0.07%
- 🇦🇺 Sydney0.04%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇩🇰 Copenhagen Stock Exchange0.03%
- Tokyo Stock Exchange0.03%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States54.73%
- 🇨🇳 China10.86%
- 🇩🇪 Germany3.97%
- 🇦🇷 Argentina2.02%
- 🇬🇧 United Kingdom1.42%
- 🇧🇪 Belgium1.15%
- 🇧🇷 Brazil0.64%
- 🇮🇪 Ireland0.61%
- 🇫🇷 France0.28%
- 🇹🇼 Taiwan0.19%
- 🇬🇷 Greece0.08%
- 🇳🇱 Netherlands0.08%
- 🇮🇹 Italy0.07%
- 🇮🇱 Israel0.06%
- 🇺🇾 Uruguay0.06%
- 🇦🇺 Australia0.04%
- 🇨🇦 Canada0.04%
- 🇩🇰 Denmark0.03%
Dividends
Dividend Yield
0.98%
25 out of 56 instruments pay dividend.
2 dividend payments in the next 30 days.
Highest Dividend: $PROX.BR (6.75%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.25% | 4.17% | $5.15 |
 ALV.DE | 0.13% | 3.92% | $13.8 |
 FundManagerZech | 0.09% | 4.8% | - |
 PROX.BR | 0.08% | 6.75% | $0.84 |
 0386.HK | 0.07% | 5.23% | $0.37 |
 BABA | 0.05% | 0.8% | $0.98 |
 JNJ | 0.04% | 2.02% | $4.81 |
 META | 0.03% | 0.35% | $1 |
 PFE | 0.03% | 6.46% | $1.66 |
 F | 0.03% | 4.26% | $0.78 |
 T.US | 0.02% | 4.56% | $1.11 |
 VZ | 0.02% | 5.92% | $2.66 |
 RIO.L | 0.02% | 4% | $3.41 |
 DIS | 0.01% | 1.45% | $0.75 |
 GSK.L | 0.01% | 3.54% | $0.59 |
 GILD | 0.01% | 2.36% | $3.04 |
 Danielovic135 | 0.01% | 1.03% | - |
 V | 0.01% | 0.72% | $2.01 |
 coolingman | 0.01% | 0.6% | - |
 DAL | 0.01% | 0.86% | $0.3 |
 AZN | 0.01% | 1.95% | $1.42 |
 TEO | 0.01% | 0.34% | - |
 EE | 0.01% | 0.9% | $0.1 |
 defense_investor | 0.01% | 0.45% | - |
 SDF.DE | 0% | 0.48% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 267.HK (FundManagerZech) | Pay Day | Aug 21, 2026 | $0.05 |
 WMT (Danielovic135) | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (Danielovic135) | Pay Day | Sep 8, 2026 | $0.25 |
Performance Metrics
Score 6.9/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
8.93
8.93
-2
0
2
9
9
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.68
0.68
0
0.5
1
1.5
1.5
Sortino Ratio
1.72
1.72
0
1
2
3
3
Jensen's Alpha
8.93
8.93
-2
0
2
9
9
Omega Ratio
1.52
1.52
0
1
1.5
2.5
2.5
Treynor Ratio
1.65
1.65
0
0.75
1.25
2
2
Information Ratio
0.41
0.41
0
0.3
0.6
1
1
Calmar Ratio
0.61
0.61
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.55
High:
TSLA
372.52TSLALow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
-51.64
High:META
401.05METALow:
CRWD
-5,401.66CRWDDetails
Price/Book
5.7
High:CRWD
41.13CRWDLow:
SDCCQ
0SDCCQDetails
Price/Sales
4.19
High:
SPCE
155.93SPCELow:SDCCQ
0SDCCQDetails
Price/CF
14.41
High:
DDD
462.65DDDLow:PROX.BR
1.44PROX.BRDetails
Price/FCF
43.47
High:BABA
1,196.17BABALow:EE
5.21EEDetails
P/E Ratio
27.55
High:TSLA
372.52TSLALow:BIDU
-5,065.95BIDUDetails
PEG Ratio
-51.64
High:META
401.05METALow:CRWD
-5,401.66CRWDDetails
Price/Book
5.7
High:CRWD
41.13CRWDLow:SDCCQ
0SDCCQDetails
Price/Sales
4.19
High:SPCE
155.93SPCELow:SDCCQ
0SDCCQDetails
Price/CF
14.41
High:DDD
462.65DDDLow:PROX.BR
1.44PROX.BRDetails
Price/FCF
43.47
High:BABA
1,196.17BABALow:EE
5.21EEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-22.05% | Oct 2025 | - | 11 |
-12.61% | Feb 2025 | Jul 2025 | 5 |
-7.99% | Mar 2021 | Apr 2021 | 1 |
-6.04% | Sep 2021 | Oct 2021 | 1 |
-4.37% | Dec 2024 | Jan 2025 | 1 |
-3.37% | Dec 2020 | Jan 2021 | 1 |
-2.85% | Sep 2020 | Oct 2020 | 1 |