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-1%
Today
-1%
This Month
+6.43%
Year To Date
+61.17%
2 Years
+370.55%
5 Years
+42%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies40.71%
- 🖥️ Technology Services20.1%
- 🛍️ Retail Trade8%
- 💻 Electronic Technology7.78%
- 🚗 Consumer Durables4.43%
- 📡 Communications3.85%
- 🧬 Health Technology3.65%
- 💰 Finance3.46%
- 👥 Copy Trading2.5%
- ⛏️ Energy Minerals1.54%
- 💇♀️ Consumer Services1.25%
- 🚚 Transportation0.85%
- ⚡ Utilities0.69%
- 🧪 Process Industries0.41%
- 🪨 Non Energy Minerals0.33%
- 💵 Cash0.26%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency40.77%
- 🇺🇸 Nasdaq26.58%
- 🇺🇸 NYSE23.48%
- 🇭🇰 Hong Kong Exchanges3.72%
- 🇩🇪 FRA3%
- 🇧🇪 Euronext Brussels0.98%
- 🇬🇧 LSE0.65%
- 🇫🇷 Euronext Paris0.07%
- 🌍 FX0.02%
- 🇦🇺 Sydney0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.6%
- 🇨🇳 China10.58%
- 🇩🇪 Germany3%
- 🇦🇷 Argentina2.01%
- 🇬🇧 United Kingdom1.09%
- 🇧🇪 Belgium0.98%
- 🇮🇪 Ireland0.77%
- 🇰🇾 Cayman Islands0.53%
- 🇬🇷 Greece0.12%
- 🇫🇷 France0.07%
- 🇧🇲 Bermuda0.05%
- 🇦🇺 Australia0.03%
- 🇹🇼 Taiwan0.02%
- 🇸🇬 Singapore0.01%
- 🇭🇰 Hong Kong0.01%
- 🇨🇦 Canada0.01%
Dividends
Dividend Yield
0.93%
23 out of 50 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $PROX.BR (15.64%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PROX.BR | 0.15% | 15.64% | $0.84 |
 0386.HK | 0.14% | 8.9% | $0.37 |
 ALV.DE | 0.11% | 4.4% | $13.8 |
 TEO | 0.09% | 4.53% | - |
 BABA | 0.06% | 0.99% | $0.98 |
 F | 0.04% | 7.74% | $0.78 |
 META | 0.03% | 0.29% | $1 |
 FundManagerZech | 0.03% | 2.6% | - |
 0489.HK | 0.03% | 1.78% | $0.33 |
 PFE | 0.03% | 6.37% | $1.66 |
 coolingman | 0.03% | 2.33% | - |
 T | 0.02% | 4.68% | $1.11 |
 VZ | 0.02% | 6.82% | $2.66 |
 RIO.L | 0.02% | 6.91% | $3.41 |
 SDF.DE | 0.02% | 5.21% | $0.7 |
 JNJ | 0.02% | 3.26% | $4.81 |
 INTC | 0.02% | 2.57% | $0.5 |
 GILD | 0.01% | 3.17% | $3.04 |
 GSK.L | 0.01% | 4.35% | $0.59 |
 DIS | 0.01% | 0.88% | $0.75 |
 AZN | 0.01% | 2.06% | $1.42 |
 DAL | 0.01% | 0.74% | $0.3 |
 EE | 0% | 0.45% | $0.1 |
Next Dividends
Instrument | Type | Date | Pay Per Share |
|---|---|---|---|
T | Pay Day | Feb 3 | $0.28 |
VZ | Pay Day | Feb 3 | $0.68 |
VZ (coolingman) | Pay Day | Feb 3 | $0.68 |
 AWK (coolingman) | Ex-Dividend | Feb 7 | $0.76 |
 AAPL (coolingman) | Ex-Dividend | Feb 10 | $0.25 |
 AEP (coolingman) | Ex-Dividend | Feb 10 | $0.93 |
 WTRG (coolingman) | Ex-Dividend | Feb 10 | $0.33 |
AAPL (coolingman) | Pay Day | Feb 13 | $0.25 |
JNJ | Ex-Dividend | Feb 18 | $1.24 |
 MSFT (coolingman) | Ex-Dividend | Feb 20 | $0.83 |
WTRG (coolingman) | Pay Day | Mar 3 | $0.33 |
JNJ | Pay Day | Mar 4 | $1.24 |
AWK (coolingman) | Pay Day | Mar 4 | $0.76 |
PFE | Pay Day | Mar 7 | $0.43 |
 BAC (coolingman) | Ex-Dividend | Mar 7 | $0.26 |
AEP (coolingman) | Pay Day | Mar 10 | $0.93 |
MSFT (coolingman) | Pay Day | Mar 13 | $0.83 |
 TSM (coolingman) | Ex-Dividend | Mar 18 | $0.69 |
BAC (coolingman) | Pay Day | Mar 28 | $0.26 |
TSM (coolingman) | Pay Day | Apr 10 | $0.69 |
DIS | Ex-Dividend | Jun 24 | $0.50 |
DIS | Pay Day | Jul 23 | $0.50 |
Performance Metrics
Score 7.9/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
21.5
21.5
-2
0
2
22
22
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
2.17
2.17
0
0.75
1.25
3
3
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.87
0.87
0
0.5
1
1.5
1.5
Sortino Ratio
2.41
2.41
0
1
2
3
3
Jensen's Alpha
21.5
21.5
-2
0
2
22
22
Omega Ratio
2.02
2.02
0
1
1.5
3
3
Treynor Ratio
2.17
2.17
0
0.75
1.25
3
3
Information Ratio
0.68
0.68
0
0.3
0.6
1
1
Calmar Ratio
0.92
0.92
0
0.3
0.6
1
1
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-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 |