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+0.5%
Today
-4.17%
This Month
-9.97%
Year To Date
+41.93%
2 Years
+298.06%
5 Years
+35.18%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies34.35%
- 🖥️ Technology Services18.41%
- 🛍️ Retail Trade8.81%
- 💻 Electronic Technology8.01%
- 💵 Cash5.83%
- 🚗 Consumer Durables4.78%
- 💰 Finance4.63%
- 📡 Communications4.55%
- 🧬 Health Technology3.3%
- 👥 Copy Trading2.57%
- ⛏️ Energy Minerals1.55%
- 💇♀️ Consumer Services1.04%
- 📊 ETFs0.74%
- ⚡ Utilities0.68%
- 🚚 Transportation0.57%
- 🧪 Process Industries0.47%
- 🪨 Non Energy Minerals0.33%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency34.39%
- 🇺🇸 NYSE25.71%
- 🇺🇸 Nasdaq23.92%
- 🇭🇰 Hong Kong Exchanges4.49%
- 🇩🇪 FRA3.75%
- 🇧🇪 Euronext Brussels1.49%
- 🇬🇧 LSE0.73%
- 🇫🇷 Euronext Paris0.12%
- 🌍 FX0.04%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States36.1%
- 🇨🇳 China12.46%
- 🇩🇪 Germany3.75%
- 🇦🇷 Argentina1.98%
- 🇧🇪 Belgium1.49%
- 🇬🇧 United Kingdom1.2%
- 🇰🇾 Cayman Islands0.78%
- 🇮🇪 Ireland0.71%
- 🇬🇷 Greece0.17%
- 🇫🇷 France0.12%
- 🇧🇲 Bermuda0.07%
- 🇹🇼 Taiwan0.05%
- 🇨🇦 Canada0.01%
- 🇸🇬 Singapore0.01%
- 🇦🇺 Australia0.01%
Dividends
Dividend Yield
0.93%
24 out of 51 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: $0386.HK (7.96%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 ALV.DE | 0.14% | 4.43% | $13.8 |
 0386.HK | 0.12% | 7.96% | $0.37 |
 PROX.BR | 0.09% | 6.23% | $0.84 |
 TEO | 0.09% | 4.53% | - |
 BABA | 0.06% | 0.9% | $0.98 |
 FundManagerZech | 0.04% | 3.42% | - |
 F | 0.04% | 7.79% | $0.78 |
 META | 0.04% | 0.4% | $1 |
 0489.HK | 0.03% | 1.33% | $0.33 |
 PFE | 0.03% | 7.63% | $1.66 |
 coolingman | 0.03% | 2.33% | - |
 T | 0.03% | 4.09% | $1.11 |
 VZ | 0.03% | 6.13% | $2.66 |
 RIO.L | 0.02% | 7.03% | $3.41 |
 JNJ | 0.02% | 3.19% | $4.81 |
 INTC | 0.02% | 2.64% | $0.5 |
 GILD | 0.02% | 2.97% | $3.04 |
 GSK.L | 0.02% | 4.57% | $0.59 |
 DIS | 0.01% | 1.18% | $0.75 |
 VOO | 0.01% | 1.36% | - |
 AZN | 0.01% | 2.25% | $1.42 |
 DAL | 0.01% | 1.35% | $0.3 |
 SDF.DE | 0.01% | 1.1% | $0.7 |
 EE | 0% | 0.64% | $0.1 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
PROX.BR | Ex-Dividend | Apr 23, 2025 | $0.10 |
 QQQ (coolingman) | Pay Day | Apr 24, 2025 | $- |
PROX.BR | Pay Day | Apr 25, 2025 | $0.10 |
 3323.HK (FundManagerZech) | Ex-Dividend | Apr 30, 2025 | $0.02 |
 JOYY (FundManagerZech) | Pay Day | Apr 30, 2025 | $0.93 |
T | Pay Day | May 1, 2025 | $0.28 |
VZ | Pay Day | May 1, 2025 | $0.68 |
VZ (coolingman) | Pay Day | May 1, 2025 | $0.68 |
 WTRG (coolingman) | Ex-Dividend | May 13, 2025 | $0.33 |
SDF.DE | Ex-Dividend | May 15, 2025 | $0.16 |
 MSFT (coolingman) | Ex-Dividend | May 15, 2025 | $0.83 |
SDF.DE | Pay Day | May 19, 2025 | $0.16 |
JNJ | Ex-Dividend | May 27, 2025 | $1.30 |
WTRG (coolingman) | Pay Day | Jun 2, 2025 | $0.33 |
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (coolingman) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (coolingman) | Ex-Dividend | Jun 12, 2025 | $0.68 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
TSM (coolingman) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
Performance Metrics
Score 7.7/10
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
20.81
20.81
-2
0
2
21
21
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
1.57
1.57
0
0.8
1.2
0
2
Sharpe Ratio
0.79
0.79
0
0.5
1
1.5
1.5
Sortino Ratio
2.11
2.11
0
1
2
3
3
Jensen's Alpha
20.81
20.81
-2
0
2
21
21
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
1.94
1.94
0
0.75
1.25
2
2
Information Ratio
0.64
0.64
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
26.93
High:
0489.HK
549.330489.HKLow:
CRWD
-4,477CRWDDetails
PEG Ratio
53.34
High:
JNJ
473.64JNJLow:
NIO
-17.71NIODetails
Price/Book
5.25
High:CRWD
28.39CRWDLow:
BA
-30.99BADetails
Price/Sales
3.72
High:CRWD
23.46CRWDLow:
SDCCQ
0SDCCQDetails
Price/CF
15.34
High:
DDD
462.65DDDLow:0489.HK
0.950489.HKDetails
Price/FCF
28.34
High:
PFE
468.42PFELow:0489.HK
2.590489.HKDetails
P/E Ratio
26.93
High:0489.HK
549.330489.HKLow:CRWD
-4,477CRWDDetails
PEG Ratio
53.34
High:JNJ
473.64JNJLow:NIO
-17.71NIODetails
Price/Book
5.25
High:CRWD
28.39CRWDLow:BA
-30.99BADetails
Price/Sales
3.72
High:CRWD
23.46CRWDLow:SDCCQ
0SDCCQDetails
Price/CF
15.34
High:DDD
462.65DDDLow:0489.HK
0.950489.HKDetails
Price/FCF
28.34
High:PFE
468.42PFELow:0489.HK
2.590489.HKDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-44.24% | Nov 2021 | Nov 2024 | 36 |
-16.66% | Feb 2025 | - | 3 |
-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 |