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-0.66%
This Month
+18.44%
Year To Date
+97.39%
2 Years
+241.56%
5 Years
+423.65%
10 Years
+39.25%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash24.02%
- 🖥️ Technology Services19.76%
- 🪙 Cryptocurrencies15.55%
- 🛍️ Retail Trade7.95%
- 💻 Electronic Technology7.94%
- 🚗 Consumer Durables6.27%
- 🍞 Consumer Non Durables5.55%
- 🧬 Health Technology3.23%
- 📡 Communications3.11%
- 💰 Finance3.11%
- 👥 Copy Trading2.26%
- ⛏️ Energy Minerals1.18%
- 💇♀️ Consumer Services1.04%
- 💼 Commercial Services0.77%
- 📊 ETFs0.65%
- 🚚 Transportation0.6%
- ⚡ Utilities0.43%
- 🧪 Process Industries0.28%
- 🪨 Non Energy Minerals0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq28.92%
- 🇺🇸 NYSE25.34%
- 🌍 Digital Currency15.62%
- 🇭🇰 Hong Kong Exchanges5.35%
- 🇩🇪 FRA2.69%
- 🇧🇪 Euronext Brussels1.19%
- 🇬🇧 LSE0.56%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🌍 FX0.02%
- 🇫🇷 Euronext Paris0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.62%
- 🇨🇳 China12.68%
- 🇩🇪 Germany2.69%
- 🇧🇪 Belgium1.19%
- 🇦🇷 Argentina1.1%
- 🇬🇧 United Kingdom0.93%
- 🇰🇾 Cayman Islands0.77%
- 🇮🇪 Ireland0.68%
- 🇬🇷 Greece0.15%
- 🇳🇴 Norway0.1%
- 🇧🇲 Bermuda0.05%
- 🇹🇼 Taiwan0.05%
- 🇳🇱 Netherlands0.01%
- 🇫🇷 France0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.87%
25 out of 52 instruments pay dividend.
16 dividend payments in the next 30 days.
Highest Dividend: $PFE (6.92%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.21% | 3.81% | $5.15 |
 ALV.DE | 0.1% | 4.38% | $13.8 |
 0386.HK | 0.07% | 6.04% | $0.37 |
 PROX.BR | 0.07% | 5.72% | $0.84 |
 TEO | 0.05% | 4.53% | - |
 FundManagerZech | 0.05% | 4.35% | - |
 BABA | 0.05% | 0.76% | $0.98 |
 JNJ | 0.03% | 2.86% | $4.81 |
 F | 0.03% | 6.41% | $0.78 |
 META | 0.03% | 0.27% | $1 |
 PFE | 0.02% | 6.92% | $1.66 |
 0489.HK | 0.02% | 0.61% | $0.33 |
 T | 0.02% | 3.76% | $1.11 |
 VZ | 0.02% | 6.13% | $2.66 |
 coolingman | 0.02% | 1.53% | - |
 RIO.L | 0.02% | 6.06% | $3.41 |
 GILD | 0.01% | 2.73% | $3.04 |
 GSK.L | 0.01% | 4.28% | $0.59 |
 DIS | 0.01% | 0.85% | $0.75 |
 VOO | 0.01% | 1.22% | - |
 AZN | 0.01% | 1.88% | $1.42 |
 DAL | 0.01% | 1.05% | $0.3 |
 EE | 0% | 1.1% | $0.1 |
 SDF.DE | 0% | 1.33% | $0.7 |
 INTC | 0% | 0.51% | $0.5 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AZN | Pay Day | Sep 8, 2025 | $0.52 |
 GOOG (coolingman) | Ex-Dividend | Sep 8, 2025 | $0.21 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
 SBLK (FundManagerZech) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (FundManagerZech) | Ex-Dividend | Sep 10, 2025 | $0.65 |
 AEP (coolingman) | Pay Day | Sep 10, 2025 | $0.93 |
 OXY (coolingman) | Ex-Dividend | Sep 10, 2025 | $0.24 |
 CIVI (FundManagerZech) | Ex-Dividend | Sep 11, 2025 | $0.50 |
 MSFT (coolingman) | Pay Day | Sep 11, 2025 | $0.83 |
 NVDA (coolingman) | Ex-Dividend | Sep 11, 2025 | $0.01 |
GILD | Ex-Dividend | Sep 15, 2025 | $0.79 |
GOOG (coolingman) | Pay Day | Sep 15, 2025 | $0.21 |
 UNH (coolingman) | Ex-Dividend | Sep 15, 2025 | $2.21 |
 NEE (coolingman) | Pay Day | Sep 15, 2025 | $0.57 |
 TSM (coolingman) | Ex-Dividend | Sep 16, 2025 | $0.82 |
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
UNH (coolingman) | Pay Day | Sep 23, 2025 | $2.21 |
INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.65 |
RIO.L | Pay Day | Sep 25, 2025 | $1.48 |
0386.HK | Pay Day | Sep 25, 2025 | $0.01 |
CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
GILD | Pay Day | Sep 29, 2025 | $0.79 |
PEP | Pay Day | Sep 30, 2025 | $1.42 |
NVDA (coolingman) | Pay Day | Oct 2, 2025 | $0.01 |
GSK.L | Pay Day | Oct 9, 2025 | $0.21 |
TSM (coolingman) | Pay Day | Oct 9, 2025 | $0.82 |
OXY (coolingman) | Pay Day | Oct 15, 2025 | $0.24 |
Performance Metrics
Score 7.8/10
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
19.69
19.69
-2
0
2
20
20
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Beta
1.53
1.53
0
0.8
1.2
0
2
Sharpe Ratio
0.85
0.85
0
0.5
1
1.5
1.5
Sortino Ratio
2.29
2.29
0
1
2
3
3
Jensen's Alpha
19.69
19.69
-2
0
2
20
20
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
2.07
2.07
0
0.75
1.25
3
3
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.86
0.86
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.69
High:
TSLA
196.04TSLALow:
CRWD
-344.69CRWDDetails
PEG Ratio
79.16
High:
T
1,906.16TLow:
MRNA
-6.32MRNADetails
Price/Book
7.34
High:CRWD
27.54CRWDLow:
NIO
-76.32NIODetails
Price/Sales
5.14
High:
SPCE
82.79SPCELow:
SDCCQ
0SDCCQDetails
Price/CF
17.75
High:
DDD
462.65DDDLow:
PROX.BR
1.01PROX.BRDetails
Price/FCF
42.59
High:
PEP
5,253.35PEPLow:
ALV.DE
3.38ALV.DEDetails
P/E Ratio
31.69
High:TSLA
196.04TSLALow:CRWD
-344.69CRWDDetails
PEG Ratio
79.16
High:T
1,906.16TLow:MRNA
-6.32MRNADetails
Price/Book
7.34
High:CRWD
27.54CRWDLow:NIO
-76.32NIODetails
Price/Sales
5.14
High:SPCE
82.79SPCELow:SDCCQ
0SDCCQDetails
Price/CF
17.75
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
42.59
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 |
-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 |
-0.66% | Sep 2025 | - | 1 |