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+9.57%
This Month
+2.63%
Year To Date
+37.14%
2 Years
+62.5%
5 Years
+155.37%
10 Years
+15.31%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 🧩 Miscellaneous39.92%
- 💻 Electronic Technology12.09%
- 💼 Commercial Services6.62%
- 🛍️ Retail Trade5.34%
- 📊 ETFs5.15%
- 🖥️ Technology Services5%
- 💰 Finance4.47%
- 🚗 Consumer Durables4.39%
- 🍞 Consumer Non Durables4.14%
- 💇♀️ Consumer Services3.54%
- 🚚 Transportation2.2%
- 🛠️ Producer Manufacturing1.47%
- 👥 Copy Trading1.29%
- ❓ Other1.28%
- 🧬 Health Technology0.81%
- ⚡ Utilities0.79%
- 🪨 Non Energy Minerals0.72%
- 💵 Cash0.67%
- 🧪 Process Industries0.27%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE31.62%
- 🇺🇸 Nasdaq26.22%
- 🇬🇧 LSE23.59%
- 🇩🇪 FRA9.32%
- Regular Trading Hours - RTH5.11%
- 🇫🇷 Euronext Paris2.62%
- 🇭🇰 Hong Kong Exchanges0.36%
- 🇩🇰 Copenhagen Stock Exchange0.19%
- 🇳🇴 Oslo Stock Exchange0.12%
- 🌍 Digital Currency0.08%
- 🇦🇺 Sydney0.03%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States38.85%
- 🇩🇪 Germany9.06%
- 🇳🇱 Netherlands1.99%
- 🇬🇧 United Kingdom0.75%
- 🇩🇰 Denmark0.75%
- 🇫🇷 France0.63%
- 🇨🇳 China0.44%
- 🇳🇴 Norway0.12%
- 🇬🇷 Greece0.11%
- 🇧🇷 Brazil0.08%
- 🇦🇺 Australia0.03%
- 🇨🇦 Canada0.02%
- 🇮🇱 Israel0.01%
Dividends
Dividend Yield
1.18%
36 out of 51 instruments pay dividend.
8 dividend payments in the next 30 days.
Highest Dividend: $KHC (7.21%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BMW.DE | 0.17% | 5.28% | $6 |
 SPY | 0.17% | 1.04% | - |
 O | 0.09% | 4.98% | $3.09 |
 VOW3.DE | 0.07% | 7.05% | $9.06 |
 FundManagerZech | 0.07% | 5.31% | - |
 DHL.DE | 0.07% | 3.82% | $1.85 |
 CVS | 0.04% | 3.48% | $2.54 |
 VNA.DE | 0.04% | 5.27% | $0.9 |
 RI.PA | 0.04% | 6.97% | $4.7 |
 AIR.PA | 0.04% | 1.81% | $1.8 |
 MMM | 0.03% | 1.96% | $5.21 |
 RIO | 0.03% | 4% | $4.34 |
 PEP | 0.03% | 3.63% | $5.15 |
 AAPL | 0.03% | 0.38% | $0.97 |
 EOAN.DE | 0.02% | 3.02% | $0.53 |
 PYPL | 0.02% | 0.55% | - |
 MSFT | 0.02% | 0.85% | $3 |
 PFE | 0.02% | 6.24% | $1.66 |
 AOF.DE | 0.02% | 2.81% | $3.37 |
 DIS | 0.02% | 1.41% | $0.75 |
 MCD | 0.02% | 2.36% | $6.53 |
 V | 0.01% | 0.8% | $2.01 |
 SBUX | 0.01% | 2.48% | $2.24 |
 KHC | 0.01% | 7.21% | $1.6 |
 BAS.DE | 0.01% | 4.24% | $3.4 |
 TGT | 0.01% | 3.51% | $4.42 |
 KHC.RTH | 0.01% | 7.2% | - |
 NOVO-B.CO | 0.01% | 4.54% | $9.4 |
 NVO | 0.01% | 3.04% | $0.98 |
 DP4A.DE | 0.01% | 3.27% | - |
 BVB.DE | 0.01% | 1.83% | - |
 DTG.DE | 0.01% | 4.39% | $1.9 |
 BLK | 0.01% | 2.03% | $20.2 |
 GOOG | 0% | 0.25% | $0.2 |
 ESRT | 0% | 2.51% | $0.14 |
 NVDA | 0% | 0.02% | $0.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AIR.PA | Pay Day | Apr 23, 2026 | $3.78 |
CVS | Ex-Dividend | Apr 23, 2026 | $0.67 |
 MSDL (FundManagerZech) | Pay Day | Apr 24, 2026 | $0.45 |
 GSBD (FundManagerZech) | Pay Day | Apr 28, 2026 | $0.32 |
O | Ex-Dividend | Apr 30, 2026 | $0.27 |
BAS.DE | Ex-Dividend | May 4, 2026 | $2.62 |
CVS | Pay Day | May 4, 2026 | $0.67 |
BAS.DE | Pay Day | May 6, 2026 | $2.62 |
DTG.DE | Ex-Dividend | May 7, 2026 | $2.18 |
DTG.DE | Pay Day | May 11, 2026 | $2.18 |
TGT | Ex-Dividend | May 13, 2026 | $1.14 |
SBUX | Ex-Dividend | May 15, 2026 | $0.62 |
O | Pay Day | May 15, 2026 | $0.27 |
MSFT | Ex-Dividend | May 21, 2026 | $0.91 |
 WB (FundManagerZech) | Pay Day | May 22, 2026 | $0.61 |
 TEP.PA (FundManagerZech) | Ex-Dividend | May 26, 2026 | $5.23 |
TEP.PA (FundManagerZech) | Pay Day | May 28, 2026 | $5.23 |
SBUX | Pay Day | May 29, 2026 | $0.62 |
TGT | Pay Day | Jun 1, 2026 | $1.14 |
MSFT | Pay Day | Jun 11, 2026 | $0.91 |
DIS | Ex-Dividend | Jun 30, 2026 | $0.75 |
DIS | Pay Day | Jul 22, 2026 | $0.75 |
RI.PA | Ex-Dividend | Jul 22, 2026 | $2.77 |
RI.PA | Pay Day | Jul 24, 2026 | $2.77 |
Performance Metrics
Score 5.9/10
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
2.01
2.01
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Beta
0.9
0.9
0
0.8
1.2
0
2
Sharpe Ratio
0.64
0.64
0
0.5
1
1.5
1.5
Sortino Ratio
1.05
1.05
0
1
2
3
3
Jensen's Alpha
2.01
2.01
-2
0
2
4.5
4.5
Omega Ratio
1.07
1.07
0
1
1.5
2.5
2.5
Treynor Ratio
1.09
1.09
0
0.75
1.25
2
2
Information Ratio
0.08
0.08
0
0.3
0.6
1
1
Calmar Ratio
0.42
0.42
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.79
High:
PANW
93.82PANWLow:
INTC
-836.39INTCDetails
PEG Ratio
113.48
High:NOVO-B.CO
719.66NOVO-B.COLow:INTC
-851.7INTCDetails
Price/Book
10.73
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
5.96
High:NVDA
22.86NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
23.82
High:NVDA
44.64NVDALow:DP4A.DE
2.98DP4A.DEDetails
Price/FCF
50.72
High:SBUX
1,256.06SBUXLow:BVB.DE
4.49BVB.DEDetails
P/E Ratio
31.79
High:PANW
93.82PANWLow:INTC
-836.39INTCDetails
PEG Ratio
113.48
High:NOVO-B.CO
719.66NOVO-B.COLow:INTC
-851.7INTCDetails
Price/Book
10.73
High:AAPL
45.05AAPLLow:MCD
-121.85MCDDetails
Price/Sales
5.96
High:NVDA
22.86NVDALow:VOW3.DE
0.14VOW3.DEDetails
Price/CF
23.82
High:NVDA
44.64NVDALow:DP4A.DE
2.98DP4A.DEDetails
Price/FCF
50.72
High:SBUX
1,256.06SBUXLow:BVB.DE
4.49BVB.DEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-32.04% | Jan 2022 | Feb 2024 | 25 |
-10.35% | Jan 2021 | Apr 2021 | 3 |
-10.06% | Sep 2020 | Nov 2020 | 2 |
-6.39% | Nov 2025 | Apr 2026 | 5 |
-5.91% | Feb 2025 | Jun 2025 | 4 |
-3.74% | Sep 2019 | Mar 2020 | 6 |
-3.41% | Sep 2021 | Oct 2021 | 1 |
-3.01% | Apr 2024 | Jun 2024 | 2 |
-1.3% | Oct 2024 | Nov 2024 | 1 |
-1% | Dec 2024 | Jan 2025 | 1 |
-0.62% | May 2021 | Jun 2021 | 1 |