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-9.22%
This Month
-7.7%
Year To Date
+20.16%
2 Years
+26.75%
5 Years
+328.07%
10 Years
+28.77%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies21.01%
- 🖥️ Technology Services20.6%
- 💻 Electronic Technology13.17%
- 🛍️ Retail Trade7.44%
- 🍞 Consumer Non Durables6.6%
- 👥 Copy Trading5.93%
- 💰 Finance5.32%
- 🧬 Health Technology4.69%
- 🚗 Consumer Durables4.18%
- 📡 Communications4.08%
- ⛏️ Energy Minerals1.46%
- 💇♀️ Consumer Services1.18%
- 🚚 Transportation1.1%
- 📊 ETFs0.92%
- ⚡ Utilities0.81%
- 💼 Commercial Services0.61%
- 🪨 Non Energy Minerals0.46%
- 🧪 Process Industries0.4%
- 💵 Cash0.03%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE34.48%
- 🇺🇸 Nasdaq33.86%
- 🌍 Digital Currency21.1%
- 🇩🇪 FRA3.9%
- 🇭🇰 Hong Kong Exchanges3.16%
- 🇬🇧 LSE1.31%
- 🇧🇪 Euronext Brussels1.19%
- 🇫🇷 Euronext Paris0.26%
- 🇮🇹 Borsa Italiana0.09%
- 🇳🇴 Oslo Stock Exchange0.06%
- 🇩🇰 Copenhagen Stock Exchange0.04%
- 🇳🇱 Euronext Amsterdam0.04%
- 🇦🇺 Sydney0.03%
- Tokyo Stock Exchange0.02%
- 🇺🇸 OTC Markets Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States55.68%
- 🇨🇳 China10.06%
- 🇩🇪 Germany3.9%
- 🇦🇷 Argentina2.02%
- 🇬🇧 United Kingdom1.51%
- 🇧🇪 Belgium1.19%
- 🇧🇷 Brazil0.73%
- 🇮🇪 Ireland0.55%
- 🇫🇷 France0.28%
- 🇹🇼 Taiwan0.16%
- 🇮🇹 Italy0.09%
- 🇳🇱 Netherlands0.09%
- 🇬🇷 Greece0.08%
- 🇳🇴 Norway0.06%
- 🇮🇱 Israel0.05%
- 🇨🇦 Canada0.04%
- 🇺🇾 Uruguay0.04%
- 🇩🇰 Denmark0.04%
- 🇦🇺 Australia0.03%
Dividends
Dividend Yield
1.07%
25 out of 56 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.27% | 4.11% | $5.15 |
 ALV.DE | 0.14% | 4.21% | $13.8 |
 FundManagerZech | 0.1% | 5.77% | - |
 PROX.BR | 0.08% | 6.87% | $0.84 |
 0386.HK | 0.08% | 5.52% | $0.37 |
 BABA | 0.06% | 1.08% | $0.98 |
 JNJ | 0.04% | 2.14% | $4.81 |
 META | 0.04% | 0.39% | $1 |
 PFE | 0.03% | 7.25% | $1.66 |
 F | 0.03% | 4.26% | $0.78 |
 T.US | 0.02% | 4.97% | $1.11 |
 VZ | 0.02% | 6.08% | $2.66 |
 Danielovic135 | 0.02% | 1.8% | - |
 RIO.L | 0.02% | 4.17% | $3.41 |
 DIS | 0.02% | 1.53% | $0.75 |
 GSK.L | 0.01% | 3.37% | $0.59 |
 GILD | 0.01% | 2.6% | $3.04 |
 V | 0.01% | 0.78% | $2.01 |
 coolingman | 0.01% | 0.64% | - |
 DAL | 0.01% | 0.85% | $0.3 |
 AZN | 0.01% | 1.7% | $1.42 |
 TEO | 0.01% | 0.35% | - |
 EE | 0.01% | 0.86% | $0.1 |
 defense_investor | 0.01% | 0.47% | - |
 SDF.DE | 0% | 0.54% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0386.HK | Pay Day | Jun 26, 2026 | $0.02 |
 GPN (FundManagerZech) | Pay Day | Jun 26, 2026 | $0.25 |
 NVDA (coolingman) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (defense_investor) | Pay Day | Jun 26, 2026 | $0.25 |
NVDA (Danielovic135) | Pay Day | Jun 26, 2026 | $0.25 |
GILD | Pay Day | Jun 29, 2026 | $0.82 |
 GLW (defense_investor) | Pay Day | Jun 29, 2026 | $0.28 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
PEP | Pay Day | Jun 30, 2026 | $1.48 |
 OCSL (FundManagerZech) | Pay Day | Jun 30, 2026 | $0.34 |
 GSBD (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.32 |
 267.HK (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.05 |
 MSDL (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.45 |
DIS (Danielovic135) | Ex-Dividend | Jun 30, 2026 | $0.75 |
 VST (Danielovic135) | Pay Day | Jun 30, 2026 | $0.23 |
 ATHM.CH (FundManagerZech) | Ex-Dividend | Jul 2, 2026 | $0.66 |
 9988.HK (FundManagerZech) | Pay Day | Jul 6, 2026 | $0.13 |
 JPM (coolingman) | Ex-Dividend | Jul 6, 2026 | $1.50 |
GSK.L | Pay Day | Jul 9, 2026 | $0.23 |
 TSM (coolingman) | Pay Day | Jul 9, 2026 | $0.95 |
TSM (defense_investor) | Pay Day | Jul 9, 2026 | $0.95 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
 GEV (Danielovic135) | Pay Day | Jul 14, 2026 | $0.50 |
 ENEL.MI (Danielovic135) | Ex-Dividend | Jul 20, 2026 | $0.30 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
DIS (Danielovic135) | Pay Day | Jul 22, 2026 | $0.75 |
ENEL.MI (Danielovic135) | Pay Day | Jul 22, 2026 | $0.30 |
ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
 01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
JPM (coolingman) | Pay Day | Jul 31, 2026 | $1.50 |
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 7.2/10
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
12.46
12.46
-2
0
2
13
13
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Beta
1.45
1.45
0
0.8
1.2
0
2
Sharpe Ratio
0.73
0.73
0
0.5
1
1.5
1.5
Sortino Ratio
1.89
1.89
0
1
2
3
3
Jensen's Alpha
12.46
12.46
-2
0
2
13
13
Omega Ratio
1.65
1.65
0
1
1.5
2.5
2.5
Treynor Ratio
1.78
1.78
0
0.75
1.25
2
2
Information Ratio
0.49
0.49
0
0.3
0.6
1
1
Calmar Ratio
0.68
0.68
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.82
High:
TSLA
348.63TSLALow:
BIDU
-4,816.38BIDUDetails
PEG Ratio
-37.94
High:META
336.93METALow:
CRWD
-4,872.31CRWDDetails
Price/Book
5.41
High:CRWD
37.1CRWDLow:
SDCCQ
0SDCCQDetails
Price/Sales
3.99
High:
SPCE
182.02SPCELow:SDCCQ
0SDCCQDetails
Price/CF
14.86
High:
DDD
462.65DDDLow:PROX.BR
1.44PROX.BRDetails
Price/FCF
44.11
High:BABA
1,196.17BABALow:EE
5.21EEDetails
P/E Ratio
26.82
High:TSLA
348.63TSLALow:BIDU
-4,816.38BIDUDetails
PEG Ratio
-37.94
High:META
336.93METALow:CRWD
-4,872.31CRWDDetails
Price/Book
5.41
High:CRWD
37.1CRWDLow:SDCCQ
0SDCCQDetails
Price/Sales
3.99
High:SPCE
182.02SPCELow:SDCCQ
0SDCCQDetails
Price/CF
14.86
High:DDD
462.65DDDLow:PROX.BR
1.44PROX.BRDetails
Price/FCF
44.11
High:BABA
1,196.17BABALow:EE
5.21EEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-20.88% | Oct 2025 | - | 9 |
-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 |