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-0.87%
This Month
+19.4%
Year To Date
+73.82%
2 Years
+108.85%
5 Years
+108.85%
10 Years
+30.71%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading37.49%
- 📊 ETFs32.48%
- 💻 Electronic Technology11.76%
- 🖥️ Technology Services5.75%
- 🛠️ Producer Manufacturing5.11%
- 💰 Finance3.39%
- 🛍️ Retail Trade1.56%
- 🧩 Miscellaneous0.71%
- 🚗 Consumer Durables0.67%
- 🪨 Non Energy Minerals0.36%
- ⛏️ Energy Minerals0.28%
- 💵 Cash0.25%
- ⚡ Utilities0.25%
- ❓ Other0%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.37%
- 🇺🇸 Nasdaq37.76%
- 🇬🇧 LSE2.04%
- 🇭🇰 Hong Kong Exchanges1.4%
- 🇫🇷 Euronext Paris0.63%
- 🇩🇪 FRA0.44%
- 🇳🇱 Euronext Amsterdam0.25%
- 🇪🇸 Bolsa De Madrid0.19%
- 🇮🇹 Borsa Italiana0.17%
- 🇨🇭 SIX0.15%
- 🇩🇰 Copenhagen Stock Exchange0.06%
- 🇦🇺 Sydney0.05%
- Tokyo Stock Exchange0.04%
- 🇧🇪 Euronext Brussels0.03%
- 🌍 Digital Currency0.02%
- 🇫🇮 Helsinki Stock Exchange0.02%
- Regular Trading Hours - RTH0.02%
- 🇸🇪 Stockholm Stock Exchange0.01%
- 🇦🇪 Dubai Financial Market0.01%
- 🇺🇸 Chicago Board Options Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States46.31%
- 🇹🇼 Taiwan2.52%
- 🇨🇳 China2.2%
- 🇬🇧 United Kingdom2.17%
- 🇳🇱 Netherlands1.06%
- 🇰🇷 South Korea0.87%
- 🇨🇦 Canada0.68%
- 🇫🇷 France0.6%
- 🇩🇪 Germany0.44%
- 🇿🇦 South Africa0.36%
- 🇭🇰 Hong Kong0.34%
- 🇨🇭 Switzerland0.28%
- 🇯🇵 Japan0.22%
- 🇮🇹 Italy0.2%
- 🇪🇸 Spain0.19%
- 🇸🇬 Singapore0.17%
- 🇧🇷 Brazil0.14%
- 🇩🇰 Denmark0.13%
- 🇮🇱 Israel0.07%
- 🇦🇺 Australia0.05%
- 🇧🇪 Belgium0.03%
- 🇬🇷 Greece0.03%
- 🇸🇪 Sweden0.03%
- 🇫🇮 Finland0.02%
- 🇮🇪 Ireland0.02%
- 🇰🇾 Cayman Islands0.02%
- 🇳🇴 Norway0.01%
- 🇱🇺 Luxembourg0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.41%
45 out of 56 instruments pay dividend.
17 dividend payments in the next 30 days.
Highest Dividend: $PGR (6.85%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 triangulacapital | 0.05% | 3.66% | - |
 Utilities | 0.04% | 2.9% | - |
 FundManagerZech | 0.03% | 4.92% | - |
 EuropeEconomy | 0.03% | 2.44% | - |
 aar0ntw | 0.03% | 0.19% | - |
 AsianDragons | 0.02% | 1.81% | - |
 JPM | 0.02% | 1.72% | $4.4 |
 AI-Revolution | 0.01% | 0.29% | - |
 KB | 0.01% | 2.04% | $2.39 |
 Cfranklin89 | 0.01% | 0.87% | - |
 PGR | 0.01% | 6.85% | $1.15 |
 GoldWorldWide | 0.01% | 1% | - |
 ChinaTech | 0.01% | 1.2% | - |
 GEV | 0.01% | 0.17% | - |
 AVGO | 0.01% | 0.64% | $19.7 |
 MSFT | 0.01% | 0.94% | $3 |
 CPHequities | 0.01% | 1.3% | - |
 NVDA | 0.01% | 0.13% | $0.02 |
 HMY | 0.01% | 2.05% | $0.08 |
 XOM | 0.01% | 2.63% | $3.76 |
 NEE | 0.01% | 2.66% | $1.97 |
 0700.HK | 0.01% | 1.2% | $3.4 |
 thomaspj | 0.01% | 0.66% | - |
 BAC | 0.01% | 1.82% | $0.96 |
 AAPL | 0.01% | 0.32% | $0.97 |
 BigTech | 0.01% | 0.2% | - |
 JeppeKirkBonde | 0.01% | 0.88% | - |
 META | 0% | 0.34% | $1 |
 TSM | 0% | 0.71% | $1.74 |
 WMT | 0% | 0.91% | $0.81 |
 QCOM | 0% | 2.04% | $3.25 |
 GE | 0% | 0.49% | $0.44 |
 SPY | 0% | 0.99% | - |
 The-Chameleon | 0% | 0.28% | - |
 Magnificent-7 | 0% | 0.3% | - |
 V | 0% | 0.74% | $2.01 |
 GOOG | 0% | 0.26% | $0.2 |
 MA | 0% | 0.63% | $2.46 |
 COST | 0% | 0.6% | $19.22 |
 QQQ | 0% | 0.4% | - |
 OutSmartNSDQ | 0% | 0.16% | - |
 CyberSecurity | 0% | 0.08% | - |
 echungsam_trader | 0% | 0.01% | - |
 ITUB | 0% | -1.65% | $-0.15 |
 MRP | 0% | -10.52% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
 ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
 MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
 GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
 1024.HK (ChinaTech) | Pay Day | Jul 28, 2026 | $0.09 |
 823.HK (AsianDragons) | Pay Day | Jul 28, 2026 | $0.16 |
 BNS (CPHequities) | Pay Day | Jul 29, 2026 | $0.82 |
JPM | Pay Day | Jul 31, 2026 | $1.50 |
JPM (thomaspj) | Pay Day | Jul 31, 2026 | $1.50 |
 NI (Utilities) | Ex-Dividend | Jul 31, 2026 | $0.30 |
JPM (JeppeKirkBonde) | Pay Day | Jul 31, 2026 | $1.50 |
 01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
 TD (CPHequities) | Pay Day | Jul 31, 2026 | $0.81 |
 00285.HK (ChinaTech) | Pay Day | Jul 31, 2026 | $0.02 |
 0992.HK (ChinaTech) | Ex-Dividend | Aug 5, 2026 | $0.04 |
 SIMO (OutSmartNSDQ) | Ex-Dividend | Aug 6, 2026 | $0.50 |
0992.HK (ChinaTech) | Pay Day | Aug 19, 2026 | $0.04 |
NI (Utilities) | Pay Day | Aug 20, 2026 | $0.30 |
SIMO (OutSmartNSDQ) | Pay Day | Aug 20, 2026 | $0.50 |
WMT | Ex-Dividend | Aug 21, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Ex-Dividend | Aug 21, 2026 | $0.25 |
 267.HK (FundManagerZech) | Pay Day | Aug 21, 2026 | $0.05 |
 GLEN.L (EuropeEconomy) | Ex-Dividend | Aug 26, 2026 | $0.09 |
WMT | Pay Day | Sep 8, 2026 | $0.25 |
WMT (OutSmartNSDQ) | Pay Day | Sep 8, 2026 | $0.25 |
 CFR.ZU (EuropeEconomy) | Ex-Dividend | Sep 16, 2026 | $4.20 |
GLEN.L (EuropeEconomy) | Pay Day | Sep 18, 2026 | $0.09 |
CFR.ZU (EuropeEconomy) | Pay Day | Sep 21, 2026 | $4.20 |
Performance Metrics
Score 8.2/10
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.68
1.68
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
7.03
7.03
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
3.41
3.41
0
0.3
0.6
4
4
Beta
0.89
0.89
0
0.8
1.2
0
2
Sharpe Ratio
1.68
1.68
0
0.5
1
2
2
Sortino Ratio
3.53
3.53
0
1
2
4
4
Jensen's Alpha
7.03
7.03
-2
0
2
8
8
Omega Ratio
1.57
1.57
0
1
1.5
2.5
2.5
Treynor Ratio
2.25
2.25
0
0.75
1.25
3
3
Information Ratio
0.55
0.55
0
0.3
0.6
1
1
Calmar Ratio
3.41
3.41
0
0.3
0.6
4
4
Portfolio Valuation
Based on current positions
P/E Ratio
32.33
High:
ARM
382.08ARMLow:
BIDU
-5,065.95BIDUDetails
PEG Ratio
158.48
High:ARM
2,952.5ARMLow:MRP
2.15MRPDetails
Price/Book
13.64
High:MA
69.54MALow:MRP
0.8MRPDetails
Price/Sales
10.9
High:ARM
70.2ARMLow:KB
1.23KBDetails
Price/CF
26.72
High:
PLTR
138.09PLTRLow:MRP
1.04MRPDetails
Price/FCF
41.24
High:NEE
2,356.18NEELow:MRP
1.15MRPDetails
P/E Ratio
32.33
High:ARM
382.08ARMLow:BIDU
-5,065.95BIDUDetails
PEG Ratio
158.48
High:ARM
2,952.5ARMLow:MRP
2.15MRPDetails
Price/Book
13.64
High:MA
69.54MALow:MRP
0.8MRPDetails
Price/Sales
10.9
High:ARM
70.2ARMLow:KB
1.23KBDetails
Price/CF
26.72
High:PLTR
138.09PLTRLow:MRP
1.04MRPDetails
Price/FCF
41.24
High:NEE
2,356.18NEELow:MRP
1.15MRPDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-9.15% | Feb 2025 | May 2025 | 3 |
-5.21% | Apr 2024 | May 2024 | 1 |
-4.26% | Mar 2026 | Apr 2026 | 1 |
-1.76% | Nov 2025 | Jan 2026 | 2 |
-1.27% | Jul 2024 | Aug 2024 | 1 |
-0.87% | Jul 2026 | - | 1 |
-0.35% | Dec 2024 | Jan 2025 | 1 |