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-1.47%
This Month
+6.47%
Year To Date
+35.9%
2 Years
+172.92%
5 Years
+370.74%
10 Years
+34.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies27.43%
- 🖥️ Technology Services18.91%
- 🛍️ Retail Trade9.61%
- 💻 Electronic Technology8.45%
- 🚗 Consumer Durables7.19%
- 🍞 Consumer Non Durables6.33%
- 🧬 Health Technology4.04%
- 📡 Communications3.73%
- 💰 Finance3.62%
- 👥 Copy Trading2.95%
- 💵 Cash1.82%
- ⛏️ Energy Minerals1.4%
- 💇♀️ Consumer Services1.17%
- 💼 Commercial Services0.78%
- 🚚 Transportation0.77%
- 📊 ETFs0.76%
- ⚡ Utilities0.55%
- 🪨 Non Energy Minerals0.33%
- 🧪 Process Industries0.33%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq30.12%
- 🇺🇸 NYSE28.78%
- 🌍 Digital Currency27.5%
- 🇭🇰 Hong Kong Exchanges6.09%
- 🇩🇪 FRA3.23%
- 🇧🇪 Euronext Brussels1.26%
- 🇬🇧 LSE0.77%
- 🇳🇴 Oslo Stock Exchange0.24%
- 🇫🇷 Euronext Paris0.08%
- 🌍 FX0.08%
- 🇦🇺 Sydney0.07%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.76%
- 🇨🇳 China14.99%
- 🇩🇪 Germany3.23%
- 🇦🇷 Argentina1.69%
- 🇧🇪 Belgium1.26%
- 🇬🇧 United Kingdom1.22%
- 🇰🇾 Cayman Islands0.78%
- 🇮🇪 Ireland0.67%
- 🇳🇴 Norway0.24%
- 🇬🇷 Greece0.19%
- 🇫🇷 France0.08%
- 🇦🇺 Australia0.07%
- 🇹🇼 Taiwan0.05%
- 🇭🇰 Hong Kong0.05%
- 🇧🇲 Bermuda0.04%
- 🇧🇷 Brazil0.04%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.89%
22 out of 52 instruments pay dividend.
1 dividend payments in the next 30 days.
Highest Dividend: $VZ (6.67%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.24% | 3.73% | $5.15 |
 ALV.DE | 0.12% | 4.02% | $13.8 |
 FundManagerZech | 0.09% | 5.47% | - |
 0386.HK | 0.08% | 5.63% | $0.37 |
 BABA | 0.05% | 0.68% | $0.98 |
 PROX.BR | 0.05% | 3.98% | $0.84 |
 JNJ | 0.04% | 2.4% | $4.81 |
 F | 0.03% | 5.51% | $0.78 |
 META | 0.03% | 0.32% | $1 |
 PFE | 0.03% | 6.5% | $1.66 |
 T | 0.02% | 4.56% | $1.11 |
 VZ | 0.02% | 6.67% | $2.66 |
 RIO.L | 0.02% | 5.04% | $3.41 |
 coolingman | 0.01% | 1.09% | - |
 GSK.L | 0.01% | 3.49% | $0.59 |
 GILD | 0.01% | 2.63% | $3.04 |
 DIS | 0.01% | 0.9% | $0.75 |
 AZN | 0.01% | 1.69% | $1.42 |
 DAL | 0.01% | 0.95% | $0.3 |
 TEO | 0.01% | 0.39% | - |
 EE | 0.01% | 1.05% | $0.1 |
 SDF.DE | 0% | 1.25% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 TSM (coolingman) | Pay Day | Jan 8, 2026 | $0.84 |
Performance Metrics
Score 7.5/10
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
14.92
14.92
-2
0
2
15
15
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Beta
1.52
1.52
0
0.8
1.2
0
2
Sharpe Ratio
0.78
0.78
0
0.5
1
1.5
1.5
Sortino Ratio
2.05
2.05
0
1
2
3
3
Jensen's Alpha
14.92
14.92
-2
0
2
15
15
Omega Ratio
1.76
1.76
0
1
1.5
2.5
2.5
Treynor Ratio
1.88
1.88
0
0.75
1.25
2
2
Information Ratio
0.56
0.56
0
0.3
0.6
1
1
Calmar Ratio
0.76
0.76
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
32.31
High:
INTC
3,566.98INTCLow:
CRWD
-399.54CRWDDetails
PEG Ratio
196.71
High:INTC
3,553.58INTCLow:
NIO
-136.88NIODetails
Price/Book
6.3
High:CRWD
31.68CRWDLow:
BA
-18.81BADetails
Price/Sales
4.25
High:
SPCE
115.58SPCELow:
SDCCQ
0SDCCQDetails
Price/CF
17.5
High:
DDD
462.65DDDLow:
PROX.BR
1.01PROX.BRDetails
Price/FCF
43.42
High:
PEP
5,253.35PEPLow:
ALV.DE
3.38ALV.DEDetails
P/E Ratio
32.31
High:INTC
3,566.98INTCLow:CRWD
-399.54CRWDDetails
PEG Ratio
196.71
High:INTC
3,553.58INTCLow:NIO
-136.88NIODetails
Price/Book
6.3
High:CRWD
31.68CRWDLow:BA
-18.81BADetails
Price/Sales
4.25
High:SPCE
115.58SPCELow:SDCCQ
0SDCCQDetails
Price/CF
17.5
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
43.42
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 |
-12.99% | Oct 2025 | - | 3 |
-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 |