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+0.19%
Today
+8.1%
This Month
+14.51%
Year To Date
+61.11%
2 Years
+399.11%
5 Years
+39.87%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash30.09%
- 🖥️ Technology Services19.32%
- 🪙 Cryptocurrencies11.44%
- 💻 Electronic Technology8.34%
- 🛍️ Retail Trade7.44%
- 🍞 Consumer Non Durables5.63%
- 🚗 Consumer Durables4.25%
- 💰 Finance3.47%
- 📡 Communications3.33%
- 🧬 Health Technology3.08%
- 👥 Copy Trading2.26%
- ⛏️ Energy Minerals1.35%
- 💇♀️ Consumer Services1.11%
- 📊 ETFs0.65%
- 💼 Commercial Services0.64%
- 🚚 Transportation0.58%
- ⚡ Utilities0.5%
- 🧪 Process Industries0.38%
- 🪨 Non Energy Minerals0.25%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq29%
- 🇺🇸 NYSE24.71%
- 🌍 Digital Currency11.51%
- 🇭🇰 Hong Kong Exchanges3.78%
- 🇩🇪 FRA2.81%
- 🇧🇪 Euronext Brussels1.35%
- 🇬🇧 LSE0.55%
- 🇳🇴 Oslo Stock Exchange0.08%
- 🌍 FX0.04%
- 🇫🇷 Euronext Paris0.02%
- 🇺🇸 Chicago Board Options Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States42.91%
- 🇨🇳 China10.37%
- 🇩🇪 Germany2.81%
- 🇧🇪 Belgium1.35%
- 🇦🇷 Argentina1.2%
- 🇬🇧 United Kingdom0.88%
- 🇰🇾 Cayman Islands0.64%
- 🇮🇪 Ireland0.61%
- 🇬🇷 Greece0.15%
- 🇳🇴 Norway0.08%
- 🇧🇲 Bermuda0.06%
- 🇹🇼 Taiwan0.05%
- 🇫🇷 France0.02%
- 🇨🇦 Canada0.01%
- 🇳🇱 Netherlands0.01%
- 🇮🇱 Israel0%
Dividends
Dividend Yield
0.92%
25 out of 50 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $PFE (7.05%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 PEP | 0.22% | 3.87% | $5.15 |
 ALV.DE | 0.11% | 4.49% | $13.8 |
 0386.HK | 0.09% | 6.75% | $0.37 |
 PROX.BR | 0.07% | 5.18% | $0.84 |
 TEO | 0.05% | 4.53% | - |
 BABA | 0.05% | 0.86% | $0.98 |
 FundManagerZech | 0.04% | 3.96% | - |
 JNJ | 0.03% | 3.09% | $4.81 |
 F | 0.03% | 6.63% | $0.78 |
 META | 0.03% | 0.29% | $1 |
 PFE | 0.03% | 7.05% | $1.66 |
 0489.HK | 0.02% | 1.06% | $0.33 |
 T | 0.02% | 4.05% | $1.11 |
 coolingman | 0.02% | 1.61% | - |
 VZ | 0.02% | 6.38% | $2.66 |
 RIO.L | 0.02% | 6.71% | $3.41 |
 INTC | 0.01% | 2.15% | $0.5 |
 GILD | 0.01% | 2.88% | $3.04 |
 GSK.L | 0.01% | 4.62% | $0.59 |
 DIS | 0.01% | 0.83% | $0.75 |
 VOO | 0.01% | 1.29% | - |
 AZN | 0.01% | 2.21% | $1.42 |
 DAL | 0.01% | 1.14% | $0.3 |
 EE | 0% | 0.81% | $0.1 |
 SDF.DE | 0% | 1.01% | $0.7 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
DIS | Pay Day | Jul 23, 2025 | $0.50 |
PFE | Ex-Dividend | Jul 25, 2025 | $0.43 |
 ASML (coolingman) | Ex-Dividend | Jul 29, 2025 | $1.86 |
 CVGW (FundManagerZech) | Pay Day | Jul 30, 2025 | $0.20 |
DAL | Ex-Dividend | Jul 31, 2025 | $0.19 |
 0390.HK (FundManagerZech) | Pay Day | Jul 31, 2025 | $0.02 |
T | Pay Day | Aug 1, 2025 | $0.28 |
VZ | Pay Day | Aug 1, 2025 | $0.68 |
ASML (coolingman) | Pay Day | Aug 6, 2025 | $1.86 |
 1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
 1186.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.04 |
DAL | Pay Day | Aug 21, 2025 | $0.19 |
 MSFT (coolingman) | Ex-Dividend | Aug 21, 2025 | $0.83 |
JNJ | Ex-Dividend | Aug 26, 2025 | $1.30 |
PFE | Pay Day | Sep 2, 2025 | $0.43 |
JNJ | Pay Day | Sep 9, 2025 | $1.30 |
MSFT (coolingman) | Pay Day | Sep 11, 2025 | $0.83 |
 TSM (coolingman) | Ex-Dividend | Sep 16, 2025 | $0.82 |
TSM (coolingman) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 7.7/10
Beta
1.53
1.53
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
19.45
19.45
-2
0
2
20
20
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
0
0.3
0.6
1
1
Calmar Ratio
0.82
0.82
0
0.3
0.6
1
1
Beta
1.53
1.53
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
19.45
19.45
-2
0
2
20
20
Omega Ratio
1.92
1.92
0
1
1.5
2.5
2.5
Treynor Ratio
2.01
2.01
0
0.75
1.25
3
3
Information Ratio
0.63
0.63
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
33.59
High:
0489.HK
646.580489.HKLow:
CRWD
-689.25CRWDDetails
PEG Ratio
91.46
High:
COIN
1,521.98COINLow:
NIO
-70.76NIODetails
Price/Book
7.43
High:CRWD
34.76CRWDLow:NIO
-173.98NIODetails
Price/Sales
5.01
High:CRWD
28.93CRWDLow:
SDCCQ
0SDCCQDetails
Price/CF
15.92
High:
DDD
462.65DDDLow:
PROX.BR
1.01PROX.BRDetails
Price/FCF
34.77
High:
PEP
5,253.35PEPLow:
ALV.DE
3.38ALV.DEDetails
P/E Ratio
33.59
High:0489.HK
646.580489.HKLow:CRWD
-689.25CRWDDetails
PEG Ratio
91.46
High:COIN
1,521.98COINLow:NIO
-70.76NIODetails
Price/Book
7.43
High:CRWD
34.76CRWDLow:NIO
-173.98NIODetails
Price/Sales
5.01
High:CRWD
28.93CRWDLow:SDCCQ
0SDCCQDetails
Price/CF
15.92
High:DDD
462.65DDDLow:PROX.BR
1.01PROX.BRDetails
Price/FCF
34.77
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 |