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+2.11%
Today
+1.54%
This Month
+5.7%
Year To Date
+61.59%
2 Years
+367.33%
5 Years
+38.35%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🪙 Cryptocurrencies33.21%
- 🖥️ Technology Services20.96%
- 💻 Electronic Technology8.26%
- 🛍️ Retail Trade7.91%
- 🍞 Consumer Non Durables5.55%
- 🚗 Consumer Durables3.69%
- 📡 Communications3.67%
- 💰 Finance3.37%
- 🧬 Health Technology3.3%
- 👥 Copy Trading2.34%
- 💵 Cash2.33%
- ⛏️ Energy Minerals1.37%
- 💇♀️ Consumer Services1.12%
- 💼 Commercial Services0.69%
- 📊 ETFs0.68%
- ⚡ Utilities0.65%
- 🚚 Transportation0.57%
- 🧪 Process Industries0.44%
- 🪨 Non Energy Minerals0.26%
Exchanges Breakdown
- Exchange
- Total
- 🌍 Digital Currency33.25%
- 🇺🇸 Nasdaq30.18%
- 🇺🇸 NYSE25.78%
- 🇭🇰 Hong Kong Exchanges3.4%
- 🇩🇪 FRA3.14%
- 🇧🇪 Euronext Brussels1.36%
- 🇬🇧 LSE0.62%
- 🇫🇷 Euronext Paris0.13%
- 🌍 FX0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.39%
- 🇨🇳 China10.36%
- 🇩🇪 Germany3.14%
- 🇦🇷 Argentina1.42%
- 🇧🇪 Belgium1.36%
- 🇬🇧 United Kingdom0.99%
- 🇰🇾 Cayman Islands0.69%
- 🇮🇪 Ireland0.61%
- 🇬🇷 Greece0.16%
- 🇫🇷 France0.13%
- 🇧🇲 Bermuda0.08%
- 🇹🇼 Taiwan0.05%
- 🇨🇦 Canada0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.99%
25 out of 52 instruments pay dividend.
21 dividend payments in the next 30 days.
Highest Dividend: $0386.HK (7.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.23% | 4.23% | $5.15 |
 ALV.DE | 0.12% | 4.34% | $13.8 |
 0386.HK | 0.1% | 7.33% | $0.37 |
 PROX.BR | 0.07% | 5.5% | $0.84 |
 TEO | 0.06% | 4.53% | - |
 BABA | 0.05% | 0.87% | $0.98 |
 JNJ | 0.04% | 3.25% | $4.81 |
 F | 0.03% | 7.32% | $0.78 |
 FundManagerZech | 0.03% | 2.8% | - |
 META | 0.03% | 0.29% | $1 |
 0489.HK | 0.03% | 1.59% | $0.33 |
 PFE | 0.03% | 7.27% | $1.66 |
 T | 0.02% | 3.97% | $1.11 |
 coolingman | 0.02% | 1.78% | - |
 VZ | 0.02% | 6.18% | $2.66 |
 RIO.L | 0.02% | 7.12% | $3.41 |
 INTC | 0.01% | 2.47% | $0.5 |
 GILD | 0.01% | 2.78% | $3.04 |
 GSK.L | 0.01% | 4.11% | $0.59 |
 DIS | 0.01% | 0.88% | $0.75 |
 VOO | 0.01% | 1.37% | - |
 AZN | 0.01% | 2.09% | $1.42 |
 DAL | 0.01% | 1.19% | $0.3 |
 EE | 0% | 0.65% | $0.1 |
 SDF.DE | 0% | 0.93% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
0386.HK | Ex-Dividend | Jun 9, 2025 | $0.02 |
0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
 GOOG (coolingman) | Ex-Dividend | Jun 9, 2025 | $0.21 |
JNJ | Pay Day | Jun 10, 2025 | $1.30 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 AEP (coolingman) | Pay Day | Jun 10, 2025 | $0.93 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
 NVDA (coolingman) | Ex-Dividend | Jun 11, 2025 | $0.01 |
BABA | Ex-Dividend | Jun 12, 2025 | $0.95 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
 MSFT (coolingman) | Pay Day | Jun 12, 2025 | $0.83 |
 TSM (coolingman) | Ex-Dividend | Jun 12, 2025 | $0.68 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
GILD | Ex-Dividend | Jun 13, 2025 | $0.79 |
META | Ex-Dividend | Jun 16, 2025 | $0.52 |
GOOG (coolingman) | Pay Day | Jun 16, 2025 | $0.21 |
META (coolingman) | Ex-Dividend | Jun 16, 2025 | $0.52 |
 UNH (coolingman) | Ex-Dividend | Jun 16, 2025 | $2.21 |
 NEE (coolingman) | Pay Day | Jun 16, 2025 | $0.57 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
 SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
DIS | Ex-Dividend | Jun 24, 2025 | $0.50 |
UNH (coolingman) | Pay Day | Jun 24, 2025 | $2.21 |
META | Pay Day | Jun 26, 2025 | $0.52 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
META (coolingman) | Pay Day | Jun 26, 2025 | $0.52 |
GILD | Pay Day | Jun 27, 2025 | $0.79 |
0386.HK | Pay Day | Jun 27, 2025 | $0.02 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
 BAC (coolingman) | Pay Day | Jun 27, 2025 | $0.26 |
PEP | Pay Day | Jun 30, 2025 | $1.42 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
NVDA (coolingman) | Pay Day | Jul 3, 2025 | $0.01 |
BABA | Pay Day | Jul 10, 2025 | $0.95 |
GSK.L | Pay Day | Jul 10, 2025 | $0.21 |
TSM (coolingman) | Pay Day | Jul 10, 2025 | $0.68 |
DIS | Pay Day | Jul 23, 2025 | $0.50 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
Performance Metrics
Score 7.8/10
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
20.87
20.87
-2
0
2
21
21
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
1.55
1.55
0
0.8
1.2
0
2
Sharpe Ratio
0.82
0.82
0
0.5
1
1.5
1.5
Sortino Ratio
2.19
2.19
0
1
2
3
3
Jensen's Alpha
20.87
20.87
-2
0
2
21
21
Omega Ratio
1.97
1.97
0
1
1.5
2.5
2.5
Treynor Ratio
2
2
0
0.75
1.25
3
3
Information Ratio
0.66
0.66
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
31.45
High:
0489.HK
471.230489.HKLow:
CRWD
-662.57CRWDDetails
PEG Ratio
163.15
High:
COIN
898.54COINLow:
NIO
-56.76NIODetails
Price/Book
7.09
High:CRWD
33.41CRWDLow:NIO
-139.34NIODetails
Price/Sales
4.85
High:CRWD
27.81CRWDLow:
SDCCQ
0SDCCQDetails
Price/CF
15.8
High:
DDD
462.65DDDLow:
PROX.BR
1.01PROX.BRDetails
Price/FCF
32.13
High:
PEP
5,253.35PEPLow:
ALV.DE
3.38ALV.DEDetails
P/E Ratio
31.45
High:0489.HK
471.230489.HKLow:CRWD
-662.57CRWDDetails
PEG Ratio
163.15
High:COIN
898.54COINLow:NIO
-56.76NIODetails
Price/Book
7.09
High:CRWD
33.41CRWDLow:NIO
-139.34NIODetails
Price/Sales
4.85
High:CRWD
27.81CRWDLow:SDCCQ
0SDCCQDetails
Price/CF
15.8
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
32.13
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 | - | 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 |