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-2.29%
This Month
-5.07%
Year To Date
+11.11%
2 Years
+55.75%
5 Years
+340.24%
10 Years
+30.93%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies22.83%
- 🖥️ Technology Services20.46%
- 💻 Electronic Technology9.09%
- 🛍️ Retail Trade9.08%
- 🚗 Consumer Durables7.85%
- 🍞 Consumer Non Durables7.06%
- 🧬 Health Technology4.62%
- 📡 Communications4.05%
- 💰 Finance3.36%
- 👥 Copy Trading3.19%
- 💵 Cash1.83%
- ⛏️ Energy Minerals1.63%
- 💇♀️ Consumer Services1.11%
- 📊 ETFs0.79%
- 💼 Commercial Services0.74%
- ⚡ Utilities0.73%
- 🚚 Transportation0.68%
- 🧪 Process Industries0.52%
- 🪨 Non Energy Minerals0.42%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.39%
- 🇺🇸 NYSE30.6%
- 🌍 Digital Currency22.94%
- 🇭🇰 Hong Kong Exchanges7%
- 🇩🇪 FRA3.31%
- 🇧🇪 Euronext Brussels1.32%
- 🇬🇧 LSE0.9%
- 🇳🇴 Oslo Stock Exchange0.17%
- 🇦🇺 Sydney0.15%
- 🇫🇷 Euronext Paris0.08%
- 🌍 FX0.04%
- Regular Trading Hours - RTH0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States47.92%
- 🇨🇳 China15.71%
- 🇩🇪 Germany3.31%
- 🇦🇷 Argentina1.76%
- 🇬🇧 United Kingdom1.41%
- 🇧🇪 Belgium1.32%
- 🇰🇾 Cayman Islands0.74%
- 🇮🇪 Ireland0.65%
- 🇳🇴 Norway0.17%
- 🇬🇷 Greece0.16%
- 🇦🇺 Australia0.15%
- 🇧🇷 Brazil0.11%
- 🇫🇷 France0.08%
- 🇹🇼 Taiwan0.06%
- 🇭🇰 Hong Kong0.05%
- 🇨🇦 Canada0.02%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.97%
22 out of 52 instruments pay dividend.
0 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.34%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.26% | 3.7% | $5.15 |
 ALV.DE | 0.13% | 4.83% | $13.8 |
 FundManagerZech | 0.09% | 5.16% | - |
 0386.HK | 0.09% | 5.32% | $0.37 |
 BABA | 0.06% | 0.8% | $0.98 |
 PROX.BR | 0.05% | 3.88% | $0.84 |
 JNJ | 0.04% | 2.2% | $4.81 |
 META | 0.03% | 0.34% | $1 |
 F | 0.03% | 5.13% | $0.78 |
 PFE | 0.03% | 6.34% | $1.66 |
 T | 0.02% | 4.1% | $1.11 |
 VZ | 0.02% | 5.6% | $2.66 |
 RIO.L | 0.02% | 4.76% | $3.41 |
 coolingman | 0.02% | 1.08% | - |
 GSK.L | 0.01% | 3.38% | $0.59 |
 DIS | 0.01% | 1.52% | $0.75 |
 GILD | 0.01% | 2.28% | $3.04 |
 AZN | 0.01% | 1.7% | $1.42 |
 DAL | 0.01% | 1.13% | $0.3 |
 TEO | 0.01% | 0.4% | - |
 EE | 0.01% | 0.88% | $0.1 |
 SDF.DE | 0% | 0.86% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|
Performance Metrics
Score 7.2/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
12.76
12.76
-2
0
2
13
13
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.74
0.74
0
0.5
1
1.5
1.5
Sortino Ratio
1.91
1.91
0
1
2
3
3
Jensen's Alpha
12.76
12.76
-2
0
2
13
13
Omega Ratio
1.69
1.69
0
1
1.5
2.5
2.5
Treynor Ratio
1.72
1.72
0
0.75
1.25
2
2
Information Ratio
0.51
0.51
0
0.3
0.6
1
1
Calmar Ratio
0.69
0.69
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.62
High:
TSLA
365.04TSLALow:
CRWD
-589.09CRWDDetails
PEG Ratio
9.34
High:EE
1,099.3EELow:
INTC
-559.88INTCDetails
Price/Book
5.6
High:
BA
29.67BALow:
SDCCQ
0SDCCQDetails
Price/Sales
4.03
High:
SPCE
92.04SPCELow:SDCCQ
0SDCCQDetails
Price/CF
16.42
High:
DDD
462.65DDDLow:PROX.BR
1.44PROX.BRDetails
Price/FCF
49.94
High:PEP
5,797.72PEPLow:EE
3.18EEDetails
P/E Ratio
27.62
High:TSLA
365.04TSLALow:CRWD
-589.09CRWDDetails
PEG Ratio
9.34
High:EE
1,099.3EELow:INTC
-559.88INTCDetails
Price/Book
5.6
High:BA
29.67BALow:SDCCQ
0SDCCQDetails
Price/Sales
4.03
High:SPCE
92.04SPCELow:SDCCQ
0SDCCQDetails
Price/CF
16.42
High:DDD
462.65DDDLow:PROX.BR
1.44PROX.BRDetails
Price/FCF
49.94
High:PEP
5,797.72PEPLow:EE
3.18EEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-18.63% | Oct 2025 | - | 6 |
-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 |