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+0.2%
This Month
+11.52%
Year To Date
+52.28%
2 Years
+52.54%
5 Years
+71.36%
10 Years
+9.39%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology20.96%
- 👥 Copy Trading15.54%
- 📊 ETFs14.66%
- 🖥️ Technology Services13.2%
- 🛍️ Retail Trade6.1%
- 💰 Finance5.53%
- 🧬 Health Technology5.19%
- 🚚 Transportation3.6%
- 🏥 Health Services3.14%
- 💵 Cash2.67%
- 🍞 Consumer Non Durables1.85%
- 🚗 Consumer Durables1.54%
- 💼 Commercial Services0.67%
- 🛠️ Producer Manufacturing0.4%
- 💇♀️ Consumer Services0.25%
- ⛏️ Energy Minerals0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq48.06%
- 🇺🇸 NYSE32.56%
- 🇬🇧 LSE2.36%
- 🇫🇷 Euronext Paris1.73%
- 🇩🇪 Xetra ETFs1.59%
- 🇭🇰 Hong Kong Exchanges1.59%
- 🇳🇴 Oslo Stock Exchange1.07%
- 🌍 Digital Currency0.93%
- 🇨🇭 SIX0.52%
- 🇩🇰 Copenhagen Stock Exchange0.49%
- 🇩🇪 FRA0.23%
- 🌍 FX0.21%
- 🇺🇸 Chicago Board Options Exchange0.11%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States56.94%
- 🇺🇾 Uruguay2.46%
- 🇨🇳 China2.38%
- 🇬🇧 United Kingdom2.16%
- 🇳🇱 Netherlands1.55%
- 🇬🇷 Greece1.53%
- 🇳🇴 Norway1.07%
- 🇨🇭 Switzerland0.94%
- 🇰🇾 Cayman Islands0.79%
- 🇩🇪 Germany0.67%
- 🇨🇦 Canada0.62%
- 🇧🇲 Bermuda0.54%
- 🇩🇰 Denmark0.49%
- 🇮🇹 Italy0.41%
- 🇮🇱 Israel0.31%
- 🇫🇷 France0.18%
- 🇯🇵 Japan0.09%
- 🇹🇼 Taiwan0.04%
Dividends
Dividend Yield
0.87%
30 out of 69 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: FundManagerZech (4.35%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.5% | 4.35% | - |
 SPY | 0.11% | 1.16% | - |
 AVGO | 0.03% | 0.69% | $19.7 |
 QQQ | 0.03% | 0.51% | - |
 AMT | 0.03% | 3.36% | $6.56 |
 AAPL | 0.02% | 0.43% | $0.97 |
 JEF | 0.02% | 2.44% | $1.2 |
 AIR.PA | 0.02% | 1.09% | $1.8 |
 NOVO-B.CO | 0.02% | 3.33% | $9.4 |
 NXT.L | 0.02% | 1.9% | $2.07 |
 UNH | 0.01% | 2.74% | $7.74 |
 RELX | 0.01% | 1.85% | $0.75 |
 APH | 0.01% | 0.6% | $0.44 |
 LOGN.ZU | 0.01% | 1.48% | $1.06 |
 PHIN | 0.01% | 1.82% | $1 |
 ICE | 0.01% | 1.09% | $1.77 |
 TSCO | 0.01% | 1.51% | $4.26 |
 BABA | 0.01% | 0.76% | $0.98 |
 GOOG | 0.01% | 0.35% | $0.2 |
 AUTO.L | 0% | 1.32% | $0.1 |
 EA | 0% | 0.45% | $0.76 |
 Miyoshi | 0% | 0.1% | - |
 RACE | 0% | 0.72% | $2.64 |
 CRM | 0% | 0.65% | $0.4 |
 FDS | 0% | 1.15% | $3.98 |
 META | 0% | 0.27% | $1 |
 KNSL | 0% | 0.15% | $0.58 |
 kasperpatrick1 | 0% | 0.05% | - |
 NVDA | 0% | 0.02% | $0.02 |
 VTS | 0% | -8.69% | $-2.02 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOG | Ex-Dividend | Sep 8, 2025 | $0.21 |
TSCO | Pay Day | Sep 9, 2025 | $0.23 |
 SBLK (FundManagerZech) | Pay Day | Sep 10, 2025 | $0.05 |
 INSW (FundManagerZech) | Ex-Dividend | Sep 10, 2025 | $0.65 |
NVDA | Ex-Dividend | Sep 11, 2025 | $0.01 |
KNSL | Pay Day | Sep 11, 2025 | $0.17 |
 CIVI (FundManagerZech) | Ex-Dividend | Sep 11, 2025 | $0.50 |
NVDA (Miyoshi) | Ex-Dividend | Sep 11, 2025 | $0.01 |
NVDA (kasperpatrick1) | Ex-Dividend | Sep 11, 2025 | $0.01 |
PHIN | Pay Day | Sep 12, 2025 | $0.27 |
GOOG | Pay Day | Sep 15, 2025 | $0.21 |
UNH | Ex-Dividend | Sep 15, 2025 | $2.21 |
VTS | Ex-Dividend | Sep 15, 2025 | -$0.56 |
APH | Ex-Dividend | Sep 16, 2025 | $0.16 |
ICE | Ex-Dividend | Sep 16, 2025 | $0.48 |
RELX | Pay Day | Sep 16, 2025 | $0.26 |
 TSM (kasperpatrick1) | Ex-Dividend | Sep 16, 2025 | $0.82 |
EA | Pay Day | Sep 17, 2025 | $0.19 |
FDS | Pay Day | Sep 18, 2025 | $1.10 |
 JOE (FundManagerZech) | Pay Day | Sep 19, 2025 | $0.14 |
AVGO | Ex-Dividend | Sep 22, 2025 | $0.59 |
UNH | Pay Day | Sep 23, 2025 | $2.21 |
INSW (FundManagerZech) | Pay Day | Sep 24, 2025 | $0.65 |
CIVI (FundManagerZech) | Pay Day | Sep 25, 2025 | $0.50 |
AUTO.L | Pay Day | Sep 26, 2025 | $0.10 |
ICE | Pay Day | Sep 30, 2025 | $0.48 |
VTS | Pay Day | Sep 30, 2025 | -$0.56 |
AVGO | Pay Day | Sep 30, 2025 | $0.59 |
NVDA | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (Miyoshi) | Pay Day | Oct 2, 2025 | $0.01 |
NVDA (kasperpatrick1) | Pay Day | Oct 2, 2025 | $0.01 |
APH | Pay Day | Oct 8, 2025 | $0.16 |
TSM (kasperpatrick1) | Pay Day | Oct 9, 2025 | $0.82 |
Performance Metrics
Score 3.6/10
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-3.58
-3.58
-4
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Beta
1
1
0
0.8
1.2
0
2
Sharpe Ratio
0.4
0.4
0
0.5
1
1.5
1.5
Sortino Ratio
0.62
0.62
0
1
2
3
3
Jensen's Alpha
-3.58
-3.58
-4
0
2
4.5
4.5
Omega Ratio
0.76
0.76
0
1
1.5
2.5
2.5
Treynor Ratio
0.69
0.69
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.25
0.25
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
38.24
High:
DDOG
380.76DDOGLow:
ZS
-1,000.19ZSDetails
PEG Ratio
2,862.48
High:
AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
12.28
High:
ALNY
237.05ALNYLow:
GH
-25GHDetails
Price/Sales
8.76
High:
MSTR
217.37MSTRLow:
UNH
0.67UNHDetails
Price/CF
30
High:MSTR
7,511.07MSTRLow:
VTS
5.52VTSDetails
Price/FCF
47.92
High:ALNY
2,201.71ALNYLow:
NU
10.48NUDetails
P/E Ratio
38.24
High:DDOG
380.76DDOGLow:ZS
-1,000.19ZSDetails
PEG Ratio
2,862.48
High:AAPL
24,779.06AAPLLow:ZS
-3,222.65ZSDetails
Price/Book
12.28
High:ALNY
237.05ALNYLow:GH
-25GHDetails
Price/Sales
8.76
High:MSTR
217.37MSTRLow:UNH
0.67UNHDetails
Price/CF
30
High:MSTR
7,511.07MSTRLow:VTS
5.52VTSDetails
Price/FCF
47.92
High:ALNY
2,201.71ALNYLow:NU
10.48NUDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-36.9% | Nov 2021 | Sep 2024 | 34 |
-24.56% | Jan 2020 | Aug 2020 | 7 |
-9.93% | Feb 2025 | May 2025 | 3 |
-5.54% | Sep 2021 | Oct 2021 | 1 |
-5.15% | Feb 2021 | Jun 2021 | 4 |
-4.98% | Sep 2020 | Nov 2020 | 2 |
-4.16% | Sep 2019 | Nov 2019 | 2 |
-1.63% | Dec 2024 | Jan 2025 | 1 |
-0.29% | Oct 2024 | Nov 2024 | 1 |