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+15.2%
This Month
-7.1%
Year To Date
+64.94%
2 Years
-36.44%
5 Years
-30.7%
10 Years
-7.69%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💰 Finance20.44%
- 🛍️ Retail Trade12.51%
- 🏥 Health Services11.96%
- 🪙 Cryptocurrencies9.76%
- 🖥️ Technology Services9.09%
- 💵 Cash6.94%
- 🧬 Health Technology6.38%
- 🪨 Non Energy Minerals4.45%
- 📊 ETFs3.78%
- 💼 Commercial Services3.34%
- 🏭 Industrial Services2.42%
- 👥 Copy Trading2.2%
- 💇♀️ Consumer Services1.58%
- ⛏️ Energy Minerals1.3%
- ⚡ Utilities1.13%
- 🍞 Consumer Non Durables0.69%
- 📡 Communications0.05%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE53.52%
- 🇺🇸 Nasdaq26.82%
- 🌍 Digital Currency9.85%
- 🇭🇰 Hong Kong Exchanges0.2%
- 🇳🇴 Oslo Stock Exchange0.14%
- 🇬🇧 LSE0.09%
- 🇫🇷 Euronext Paris0.07%
- 🇦🇺 Sydney0.05%
- 🇳🇱 Euronext Amsterdam0.03%
- 🇫🇮 Helsinki Stock Exchange0.01%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States65.46%
- 🇨🇳 China3.39%
- 🇨🇦 Canada3.38%
- 🇨🇭 Switzerland2.42%
- 🇺🇾 Uruguay1.21%
- 🇬🇧 United Kingdom0.38%
- 🇰🇾 Cayman Islands0.21%
- 🇳🇴 Norway0.14%
- 🇬🇷 Greece0.14%
- 🇧🇷 Brazil0.12%
- 🇫🇷 France0.07%
- 🇦🇺 Australia0.05%
- 🇮🇪 Ireland0.05%
- 🇫🇮 Finland0.04%
- 🇳🇱 Netherlands0.04%
- 🇮🇱 Israel0.01%
- 🇿🇦 South Africa0.01%
- 🇱🇺 Luxembourg0.01%
- 🇦🇷 Argentina0.01%
- 🇭🇰 Hong Kong0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
1.63%
27 out of 60 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.26%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPT | 0.88% | 6.83% | $0.6 |
 PFE | 0.15% | 6.31% | $1.66 |
 UNH | 0.1% | 2.79% | $7.74 |
 FundManagerZech | 0.08% | 5.35% | - |
 NNN | 0.08% | 5.4% | $2.26 |
 SBRA | 0.08% | 5.96% | $1.2 |
 BAM | 0.05% | 3.83% | $1.41 |
 D | 0.03% | 4.23% | $2.67 |
 MAA | 0.03% | 4.82% | $5.81 |
 CRM | 0.02% | 0.97% | $0.4 |
 FR.US | 0.02% | 3.02% | $1.38 |
 BABA | 0.02% | 0.78% | $0.98 |
 LTC.US | 0.02% | 5.84% | $2.28 |
 RICK | 0.02% | 1.19% | $0.24 |
 PAX | 0.01% | 4.76% | $1.02 |
 PYPL | 0.01% | 0.58% | - |
 AWK | 0.01% | 2.5% | $2.89 |
 Andrew-BT | 0.01% | 3.26% | - |
 META | 0% | 0.32% | $1 |
 AG | 0% | 0.11% | $0.02 |
 VALE | 0% | 7.26% | $1.33 |
 ChristopheNour | 0% | 0.45% | - |
 VOD.L | 0% | 3.36% | $0.08 |
 TMO | 0% | 0.33% | $1.48 |
 MDT.US | 0% | 3.21% | $2.77 |
 BMNR | 0% | 0.05% | - |
 VSNT | 0% | -0.92% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
TMO | Pay Day | Apr 15, 2026 | $0.47 |
MAA | Ex-Dividend | Apr 15, 2026 | $1.53 |
 ABBV (Andrew-BT) | Ex-Dividend | Apr 15, 2026 | $1.73 |
 TYRES.HE (Andrew-BT) | Pay Day | Apr 15, 2026 | $0.30 |
 O (Andrew-BT) | Pay Day | Apr 15, 2026 | $0.27 |
 RLJ (Andrew-BT) | Pay Day | Apr 15, 2026 | $0.15 |
MDT.US | Pay Day | Apr 17, 2026 | $0.71 |
 WB (FundManagerZech) | Ex-Dividend | Apr 17, 2026 | $0.61 |
 DOC (Andrew-BT) | Ex-Dividend | Apr 17, 2026 | $0.10 |
FR.US | Pay Day | Apr 20, 2026 | $0.50 |
 MTCH (Andrew-BT) | Pay Day | Apr 21, 2026 | $0.20 |
LTC.US | Ex-Dividend | Apr 22, 2026 | $0.19 |
VSNT | Pay Day | Apr 22, 2026 | -$0.38 |
 CMCSA (Andrew-BT) | Pay Day | Apr 22, 2026 | $0.33 |
CRM | Pay Day | Apr 23, 2026 | $0.44 |
 MSDL (FundManagerZech) | Pay Day | Apr 24, 2026 | $0.45 |
 GSBD (FundManagerZech) | Pay Day | Apr 28, 2026 | $0.32 |
MAA | Pay Day | Apr 30, 2026 | $1.53 |
LTC.US | Pay Day | Apr 30, 2026 | $0.19 |
 LIGHT.NV (Andrew-BT) | Ex-Dividend | Apr 30, 2026 | $1.87 |
DOC (Andrew-BT) | Pay Day | Apr 30, 2026 | $0.10 |
 T (Andrew-BT) | Pay Day | May 1, 2026 | $0.28 |
 VZ (Andrew-BT) | Pay Day | May 1, 2026 | $0.71 |
 MA (ChristopheNour) | Pay Day | May 8, 2026 | $0.87 |
LIGHT.NV (Andrew-BT) | Pay Day | May 11, 2026 | $1.87 |
ABBV (Andrew-BT) | Pay Day | May 15, 2026 | $1.73 |
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 |
 0941.HK (Andrew-BT) | Ex-Dividend | Jun 10, 2026 | $0.32 |
0941.HK (Andrew-BT) | Pay Day | Jun 24, 2026 | $0.32 |
Performance Metrics
Score 2.4/10
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-16.82
-16.82
-17
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Beta
2.25
2.25
0
0.8
1.2
0
3
Sharpe Ratio
0.08
0.08
0
0.5
1
1.5
1.5
Sortino Ratio
0.12
0.12
0
1
2
3
3
Jensen's Alpha
-16.82
-16.82
-17
0
2
4.5
4.5
Omega Ratio
0.92
0.92
0
1
1.5
2.5
2.5
Treynor Ratio
0.17
0.17
0
0.75
1.25
2
2
Information Ratio
-0.12
-0.12
-1
0.3
0.6
1
1
Calmar Ratio
-0.08
-0.08
-1
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
31.31
High:
MAMA
135.76MAMALow:
UAMY
-266.19UAMYDetails
PEG Ratio
85.93
High:
MELI
1,033.39MELILow:
TEM.US
-46.45TEM.USDetails
Price/Book
4.92
High:TEM.US
16.68TEM.USLow:
CMPS
-10.49CMPSDetails
Price/Sales
2.92
High:BMNR
974.66BMNRLow:
DFTX
-DFTXDetails
Price/CF
16.93
High:
RIOT
107.94RIOTLow:VOD.L
1.85VOD.LDetails
Price/FCF
95.28
High:MAA
2,924.9MAALow:VOD.L
3.19VOD.LDetails
P/E Ratio
31.31
High:MAMA
135.76MAMALow:UAMY
-266.19UAMYDetails
PEG Ratio
85.93
High:MELI
1,033.39MELILow:TEM.US
-46.45TEM.USDetails
Price/Book
4.92
High:TEM.US
16.68TEM.USLow:CMPS
-10.49CMPSDetails
Price/Sales
2.92
High:BMNR
974.66BMNRLow:DFTX
-DFTXDetails
Price/CF
16.93
High:RIOT
107.94RIOTLow:VOD.L
1.85VOD.LDetails
Price/FCF
95.28
High:MAA
2,924.9MAALow:VOD.L
3.19VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.76% | Sep 2021 | - | 56 |
-3.44% | Jul 2021 | Aug 2021 | 1 |