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+1.77%
This Month
+5.27%
Year To Date
+59.65%
2 Years
-32.53%
5 Years
-21.47%
10 Years
-5.05%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance22.03%
- 💵 Cash20.27%
- 🏥 Health Services17.8%
- 🪙 Cryptocurrencies8.85%
- 🖥️ Technology Services6.97%
- 🧬 Health Technology6.06%
- 🪨 Non Energy Minerals4.6%
- 💼 Commercial Services3.79%
- 📊 ETFs3.68%
- 👥 Copy Trading2.08%
- 💇♀️ Consumer Services1.46%
- ⛏️ Energy Minerals1.19%
- 🛍️ Retail Trade1.15%
- 🚚 Transportation0.97%
- ⚡ Utilities0.66%
- 🍞 Consumer Non Durables0.6%
- 🌾 Commodities0.49%
- 🏭 Industrial Services0.32%
- 📡 Communications0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE56.37%
- 🇺🇸 Nasdaq16.22%
- 🌍 Digital Currency8.93%
- 🌍 Commodity0.49%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇳🇴 Oslo Stock Exchange0.1%
- 🇫🇷 Euronext Paris0.07%
- 🇬🇧 LSE0.05%
- 🇦🇺 Sydney0.03%
- 🇳🇱 Euronext Amsterdam0.03%
- 🌍 FX0.01%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States61.87%
- 🇨🇦 Canada3.23%
- 🇨🇳 China1.24%
- 🇸🇬 Singapore0.97%
- 🇺🇾 Uruguay0.68%
- 🇬🇧 United Kingdom0.62%
- 🇰🇾 Cayman Islands0.18%
- 🇬🇷 Greece0.1%
- 🇧🇷 Brazil0.1%
- 🇳🇴 Norway0.1%
- 🇫🇷 France0.07%
- 🇫🇮 Finland0.04%
- 🇮🇪 Ireland0.04%
- 🇦🇺 Australia0.03%
- 🇳🇱 Netherlands0.03%
- 🇮🇱 Israel0.02%
- 🇿🇦 South Africa0.01%
- 🇦🇷 Argentina0.01%
- 🇱🇺 Luxembourg0.01%
- 🇭🇰 Hong Kong0.01%
- 🇨🇭 Switzerland0%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.6%
28 out of 65 instruments pay dividend.
27 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.73%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPT | 0.89% | 6.73% | $0.6 |
 UNH | 0.12% | 2.35% | $7.74 |
 PFE | 0.12% | 6.67% | $1.66 |
 NNN | 0.08% | 5.33% | $2.26 |
 SBRA | 0.08% | 5.77% | $1.2 |
 FundManagerZech | 0.07% | 5.3% | - |
 BAM | 0.06% | 3.77% | $1.41 |
 MAA | 0.03% | 4.7% | $5.81 |
 CRM | 0.02% | 0.94% | $0.4 |
 FR.US | 0.02% | 2.95% | $1.38 |
 LTC.US | 0.02% | 5.88% | $2.28 |
 RICK | 0.01% | 1.2% | $0.24 |
 PYPL | 0.01% | 0.95% | - |
 D | 0.01% | 3.97% | $2.67 |
 AWK | 0.01% | 2.74% | $2.89 |
 PAX | 0.01% | 5.43% | $1.02 |
 Andrew-BT | 0.01% | 3% | - |
 AG | 0.01% | 0.17% | $0.02 |
 META | 0% | 0.34% | $1 |
 BABA | 0% | 0.81% | $0.98 |
 VALE | 0% | 7.73% | $1.33 |
 ChristopheNour | 0% | 0.43% | - |
 VOD.L | 0% | 3.68% | $0.08 |
 MDT.US | 0% | 3.66% | $2.77 |
 BMNR | 0% | 0.05% | - |
 TMO | 0% | 0.4% | $1.48 |
 GFL | 0% | 0.18% | - |
 VSNT | 0% | -1.76% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 WEN (Andrew-BT) | Ex-Dividend | Jun 1, 2026 | $0.14 |
AWK | Pay Day | Jun 2, 2026 | $0.90 |
 CAG (Andrew-BT) | Pay Day | Jun 3, 2026 | $0.35 |
PYPL | Ex-Dividend | Jun 4, 2026 | $0.14 |
VOD.L | Ex-Dividend | Jun 4, 2026 | $0.03 |
 DAC (FundManagerZech) | Pay Day | Jun 4, 2026 | $0.90 |
PYPL (Andrew-BT) | Ex-Dividend | Jun 4, 2026 | $0.14 |
 LB (ChristopheNour) | Ex-Dividend | Jun 4, 2026 | $0.12 |
 BKNG (Andrew-BT) | Ex-Dividend | Jun 5, 2026 | $0.42 |
 BBWI (Andrew-BT) | Ex-Dividend | Jun 5, 2026 | $0.20 |
 CHRD (Andrew-BT) | Pay Day | Jun 5, 2026 | $1.30 |
 GOOGL (Andrew-BT) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 GOOG (ChristopheNour) | Ex-Dividend | Jun 8, 2026 | $0.22 |
 HPQ (Andrew-BT) | Ex-Dividend | Jun 10, 2026 | $0.30 |
 IBM (Andrew-BT) | Pay Day | Jun 10, 2026 | $1.69 |
 0941.HK (Andrew-BT) | Ex-Dividend | Jun 10, 2026 | $0.32 |
 9988.HK (Andrew-BT) | Ex-Dividend | Jun 10, 2026 | $0.13 |
BABA | Ex-Dividend | Jun 11, 2026 | $1.05 |
PAX | Pay Day | Jun 11, 2026 | $0.16 |
 01211.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2026 | $0.05 |
BABA (Andrew-BT) | Ex-Dividend | Jun 11, 2026 | $1.05 |
 FDP (Andrew-BT) | Pay Day | Jun 11, 2026 | $0.30 |
PFE | Pay Day | Jun 12, 2026 | $0.43 |
 GPN (FundManagerZech) | Ex-Dividend | Jun 12, 2026 | $0.25 |
 FLO (Andrew-BT) | Ex-Dividend | Jun 12, 2026 | $0.13 |
GPN (Andrew-BT) | Ex-Dividend | Jun 12, 2026 | $0.25 |
TMO | Ex-Dividend | Jun 15, 2026 | $0.47 |
 EMBC (FundManagerZech) | Pay Day | Jun 15, 2026 | $0.01 |
 OCSL (FundManagerZech) | Ex-Dividend | Jun 15, 2026 | $0.34 |
 DVN (Andrew-BT) | Ex-Dividend | Jun 15, 2026 | $0.32 |
 TROW (Andrew-BT) | Ex-Dividend | Jun 15, 2026 | $1.30 |
 VTS (Andrew-BT) | Ex-Dividend | Jun 15, 2026 | $0.44 |
 B (Andrew-BT) | Pay Day | Jun 15, 2026 | $0.17 |
WEN (Andrew-BT) | Pay Day | Jun 15, 2026 | $0.14 |
 O (Andrew-BT) | Pay Day | Jun 15, 2026 | $0.27 |
GOOGL (Andrew-BT) | Pay Day | Jun 15, 2026 | $0.22 |
 DOC (Andrew-BT) | Ex-Dividend | Jun 15, 2026 | $0.10 |
GOOG (ChristopheNour) | Pay Day | Jun 15, 2026 | $0.22 |
 BN.US (ChristopheNour) | Ex-Dividend | Jun 15, 2026 | $0.07 |
 AMCR (Andrew-BT) | Pay Day | Jun 17, 2026 | $0.65 |
 LRCX (ChristopheNour) | Ex-Dividend | Jun 17, 2026 | $0.26 |
LB (ChristopheNour) | Pay Day | Jun 18, 2026 | $0.12 |
BBWI (Andrew-BT) | Pay Day | Jun 19, 2026 | $0.20 |
D | Pay Day | Jun 20, 2026 | $0.67 |
LTC.US | Ex-Dividend | Jun 22, 2026 | $0.19 |
 NEM (Andrew-BT) | Pay Day | Jun 22, 2026 | $0.26 |
0941.HK (Andrew-BT) | Pay Day | Jun 24, 2026 | $0.32 |
PYPL | Pay Day | Jun 25, 2026 | $0.14 |
PYPL (Andrew-BT) | Pay Day | Jun 25, 2026 | $0.14 |
 GTY (Andrew-BT) | Ex-Dividend | Jun 25, 2026 | $0.48 |
GPN (FundManagerZech) | Pay Day | Jun 26, 2026 | $0.25 |
FLO (Andrew-BT) | Pay Day | Jun 26, 2026 | $0.13 |
GPN (Andrew-BT) | Pay Day | Jun 26, 2026 | $0.25 |
DOC (Andrew-BT) | Pay Day | Jun 26, 2026 | $0.10 |
TROW (Andrew-BT) | Pay Day | Jun 29, 2026 | $1.30 |
LTC.US | Pay Day | Jun 30, 2026 | $0.19 |
FR.US | Ex-Dividend | Jun 30, 2026 | $0.50 |
BAM | Pay Day | Jun 30, 2026 | $0.50 |
OCSL (FundManagerZech) | Pay Day | Jun 30, 2026 | $0.34 |
 GSBD (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.32 |
 MSDL (FundManagerZech) | Ex-Dividend | Jun 30, 2026 | $0.45 |
BKNG (Andrew-BT) | Pay Day | Jun 30, 2026 | $0.42 |
DVN (Andrew-BT) | Pay Day | Jun 30, 2026 | $0.32 |
VTS (Andrew-BT) | Pay Day | Jun 30, 2026 | $0.44 |
BN.US (ChristopheNour) | Pay Day | Jun 30, 2026 | $0.07 |
VSNT | Ex-Dividend | Jul 1, 2026 | -$0.38 |
HPQ (Andrew-BT) | Pay Day | Jul 1, 2026 | $0.30 |
 CMCSA (Andrew-BT) | Ex-Dividend | Jul 1, 2026 | $0.33 |
9988.HK (Andrew-BT) | Pay Day | Jul 6, 2026 | $0.13 |
 MTCH (Andrew-BT) | Ex-Dividend | Jul 7, 2026 | $0.20 |
LRCX (ChristopheNour) | Pay Day | Jul 8, 2026 | $0.26 |
GTY (Andrew-BT) | Pay Day | Jul 9, 2026 | $0.48 |
BABA | Pay Day | Jul 13, 2026 | $1.05 |
BABA (Andrew-BT) | Pay Day | Jul 13, 2026 | $1.05 |
TMO | Pay Day | Jul 15, 2026 | $0.47 |
MAA | Ex-Dividend | Jul 15, 2026 | $1.53 |
FR.US | Pay Day | Jul 20, 2026 | $0.50 |
MTCH (Andrew-BT) | Pay Day | Jul 21, 2026 | $0.20 |
VSNT | Pay Day | Jul 22, 2026 | -$0.38 |
CMCSA (Andrew-BT) | Pay Day | Jul 22, 2026 | $0.33 |
MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
VOD.L | Pay Day | Jul 30, 2026 | $0.03 |
MAA | Pay Day | Jul 31, 2026 | $1.53 |
01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
Performance Metrics
Score 2.5/10
Beta
2.11
2.11
0
0.8
1.2
0
3
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.18
0.18
0
1
2
3
3
Jensen's Alpha
-9.92
-9.92
-10
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Beta
2.11
2.11
0
0.8
1.2
0
3
Sharpe Ratio
0.12
0.12
0
0.5
1
1.5
1.5
Sortino Ratio
0.18
0.18
0
1
2
3
3
Jensen's Alpha
-9.92
-9.92
-10
0
2
4.5
4.5
Omega Ratio
0.98
0.98
0
1
1.5
2.5
2.5
Treynor Ratio
0.26
0.26
0
0.75
1.25
2
2
Information Ratio
-0.03
-0.03
-1
0.3
0.6
1
1
Calmar Ratio
-0.07
-0.07
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
27.97
High:
PLTR
153.9PLTRLow:
HIMS
-291.21HIMSDetails
PEG Ratio
74.98
High:AWK
759.63AWKLow:VOD.L
-72.54VOD.LDetails
Price/Book
3.8
High:PLTR
38.75PLTRLow:
FICO
-13.96FICODetails
Price/Sales
1.76
High:BMNR
522.34BMNRLow:
DFTX
-DFTXDetails
Price/CF
11.6
High:
GRAB
160.94GRABLow:
OSCR
1.33OSCRDetails
Price/FCF
24.53
High:MAA
2,924.9MAALow:OSCR
1.35OSCRDetails
P/E Ratio
27.97
High:PLTR
153.9PLTRLow:HIMS
-291.21HIMSDetails
PEG Ratio
74.98
High:AWK
759.63AWKLow:VOD.L
-72.54VOD.LDetails
Price/Book
3.8
High:PLTR
38.75PLTRLow:FICO
-13.96FICODetails
Price/Sales
1.76
High:BMNR
522.34BMNRLow:DFTX
-DFTXDetails
Price/CF
11.6
High:GRAB
160.94GRABLow:OSCR
1.33OSCRDetails
Price/FCF
24.53
High:MAA
2,924.9MAALow:OSCR
1.35OSCRDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.76% | Sep 2021 | - | 57 |
-3.44% | Jul 2021 | Aug 2021 | 1 |