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-0.53%
This Month
+1.35%
Year To Date
+23.96%
2 Years
+53%
5 Years
+370.03%
10 Years
+33.07%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies25.22%
- 🖥️ Technology Services19.51%
- 🛍️ Retail Trade10.4%
- 💻 Electronic Technology9.63%
- 🚗 Consumer Durables6.96%
- 🍞 Consumer Non Durables5.96%
- 🧬 Health Technology3.98%
- 📡 Communications3.91%
- 💰 Finance3.26%
- 👥 Copy Trading2.96%
- 💵 Cash1.93%
- ⛏️ Energy Minerals1.65%
- 💇♀️ Consumer Services1.1%
- 💼 Commercial Services0.82%
- 📊 ETFs0.74%
- ⚡ Utilities0.71%
- 🚚 Transportation0.7%
- 🪨 Non Energy Minerals0.4%
- 🧪 Process Industries0.37%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.07%
- 🇺🇸 Nasdaq29.63%
- 🌍 Digital Currency25.28%
- 🇭🇰 Hong Kong Exchanges6.4%
- 🇩🇪 FRA3.09%
- 🇧🇪 Euronext Brussels1.36%
- 🇬🇧 LSE0.83%
- 🇳🇴 Oslo Stock Exchange0.15%
- 🇦🇺 Sydney0.1%
- 🇫🇷 Euronext Paris0.08%
- 🌍 FX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States45.59%
- 🇨🇳 China16.15%
- 🇩🇪 Germany3.09%
- 🇦🇷 Argentina1.82%
- 🇧🇪 Belgium1.36%
- 🇬🇧 United Kingdom1.28%
- 🇰🇾 Cayman Islands0.82%
- 🇮🇪 Ireland0.6%
- 🇬🇷 Greece0.19%
- 🇳🇴 Norway0.15%
- 🇦🇺 Australia0.1%
- 🇧🇷 Brazil0.1%
- 🇫🇷 France0.08%
- 🇹🇼 Taiwan0.05%
- 🇭🇰 Hong Kong0.05%
- 🇨🇦 Canada0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.86%
22 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.94%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.23% | 3.81% | $5.15 |
 ALV.DE | 0.11% | 4.16% | $13.8 |
 FundManagerZech | 0.08% | 5.17% | - |
 0386.HK | 0.08% | 4.57% | $0.37 |
 PROX.BR | 0.05% | 3.67% | $0.84 |
 BABA | 0.05% | 0.58% | $0.98 |
 JNJ | 0.04% | 2.28% | $4.81 |
 F | 0.03% | 5.49% | $0.78 |
 META | 0.03% | 0.29% | $1 |
 PFE | 0.03% | 6.64% | $1.66 |
 T | 0.02% | 4.66% | $1.11 |
 VZ | 0.02% | 6.94% | $2.66 |
 RIO.L | 0.02% | 4.11% | $3.41 |
 coolingman | 0.01% | 1.08% | - |
 DIS | 0.01% | 1.39% | $0.75 |
 GSK.L | 0.01% | 3.51% | $0.59 |
 GILD | 0.01% | 2.29% | $3.04 |
 AZN | 0.01% | 1.66% | $1.42 |
 DAL | 0.01% | 1.03% | $0.3 |
 TEO | 0.01% | 0.34% | - |
 EE | 0.01% | 0.77% | $0.1 |
 SDF.DE | 0% | 1.07% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.4/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
13.87
13.87
-2
0
2
14
14
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.76
0.76
0
0.5
1
1.5
1.5
Sortino Ratio
1.99
1.99
0
1
2
3
3
Jensen's Alpha
13.87
13.87
-2
0
2
14
14
Omega Ratio
1.72
1.72
0
1
1.5
2.5
2.5
Treynor Ratio
1.81
1.81
0
0.75
1.25
2
2
Information Ratio
0.54
0.54
0
0.3
0.6
1
1
Calmar Ratio
0.73
0.73
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
30.49
High:
TSLA
288.29TSLALow:
INTC
-595.6INTCDetails
PEG Ratio
105.47
High:META
479.82METALow:INTC
-606.5INTCDetails
Price/Book
6.32
High:
BA
34.8BALow:
SDCCQ
0SDCCQDetails
Price/Sales
4.38
High:
SPCE
108.09SPCELow:SDCCQ
0SDCCQDetails
Price/CF
17.54
High:
DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
50.57
High:PEP
5,253.35PEPLow:ALV.DE
3.38ALV.DEDetails
P/E Ratio
30.49
High:TSLA
288.29TSLALow:INTC
-595.6INTCDetails
PEG Ratio
105.47
High:META
479.82METALow:INTC
-606.5INTCDetails
Price/Book
6.32
High:BA
34.8BALow:SDCCQ
0SDCCQDetails
Price/Sales
4.38
High:SPCE
108.09SPCELow:SDCCQ
0SDCCQDetails
Price/CF
17.54
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
50.57
High:PEP
5,253.35PEPLow:ALV.DE
3.38ALV.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-14.28% | Oct 2025 | - | 5 |
-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 |