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+2.77%
Today
+2.83%
This Month
+15.08%
Year To Date
+15.55%
2 Years
-41.49%
5 Years
-13.32%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💵 Cash24.57%
- 💰 Finance19.91%
- 🪙 Cryptocurrencies18.11%
- 🏥 Health Services10.34%
- 🖥️ Technology Services8.15%
- 💻 Electronic Technology3.89%
- 🧬 Health Technology2.54%
- 📊 ETFs2.44%
- 🪨 Non Energy Minerals2.13%
- 👥 Copy Trading1.29%
- 🚚 Transportation0.78%
- ⛏️ Energy Minerals0.52%
- 🧪 Process Industries0.28%
- 💇♀️ Consumer Services0.14%
- 📡 Communications0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE28.72%
- 🇺🇸 Nasdaq23.08%
- 🌍 Digital Currency18.15%
- 🇭🇰 Hong Kong Exchanges0.19%
- 🇫🇷 Euronext Paris0.12%
- 🇬🇧 LSE0.09%
- 🇳🇱 Euronext Amsterdam0.04%
- 🌍 FX0.03%
- 🇩🇪 FRA0.02%
- 🇫🇮 Helsinki Stock Exchange0.01%
- 🇳🇴 Oslo Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States44.42%
- 🇨🇦 Canada2.02%
- 🇸🇬 Singapore0.78%
- 🇬🇧 United Kingdom0.77%
- 🇳🇴 Norway0.52%
- 🇰🇾 Cayman Islands0.28%
- 🇮🇱 Israel0.28%
- 🇨🇳 China0.19%
- 🇬🇷 Greece0.14%
- 🇫🇷 France0.12%
- 🇧🇲 Bermuda0.07%
- 🇮🇪 Ireland0.06%
- 🇳🇱 Netherlands0.05%
- 🇫🇮 Finland0.03%
- 🇩🇪 Germany0.02%
- 🇧🇷 Brazil0.02%
- 🇱🇺 Luxembourg0.02%
- 🇦🇷 Argentina0.01%
- 🇭🇰 Hong Kong0.01%
- 🇿🇦 South Africa0.01%
- 🇷🇺 Russia0%
Dividends
Dividend Yield
0.97%
27 out of 46 instruments pay dividend.
19 dividend payments in the next 30 days.
Highest Dividend: $VALE (7.9%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 MPW | 0.46% | 6.98% | $0.6 |
 PFE | 0.09% | 7.27% | $1.66 |
 NNN | 0.07% | 5.58% | $2.26 |
 MAA | 0.05% | 4.03% | $5.81 |
 WPC | 0.04% | 5.64% | $3.67 |
 SBRA | 0.04% | 6.74% | $1.2 |
 FundManagerZech | 0.03% | 2.8% | - |
 RIO | 0.03% | 6.78% | $4.34 |
 EQNR | 0.02% | 4.64% | $1.02 |
 UNH | 0.02% | 2.83% | $7.74 |
 FR.US | 0.02% | 3.3% | $1.38 |
 XLV | 0.02% | 1.66% | - |
 PAX | 0.01% | 4.49% | $1.02 |
 GOOGL | 0.01% | 0.47% | $0.2 |
 Andrew-BT | 0.01% | 4.23% | - |
 NTR | 0.01% | 3.53% | $2.14 |
 TLT | 0.01% | 4.21% | - |
 KLAC | 0% | 0.83% | $5.65 |
 LABU.US | 0% | 0.42% | - |
 AG | 0% | 0.23% | $0.02 |
 TMO | 0% | 0.41% | $1.48 |
 VOD.L | 0% | 5.16% | $0.08 |
 MDT.US | 0% | 3.23% | $2.77 |
 VALE | 0% | 7.9% | $1.33 |
 GUSH | 0% | 4.27% | - |
 IBB | 0% | 0.3% | - |
 KWEB | 0% | 3.17% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
GOOGL | Ex-Dividend | Jun 9, 2025 | $0.21 |
 0386.HK (FundManagerZech) | Ex-Dividend | Jun 9, 2025 | $0.02 |
GOOGL (Andrew-BT) | Ex-Dividend | Jun 9, 2025 | $0.21 |
 JOE (FundManagerZech) | Ex-Dividend | Jun 10, 2025 | $0.14 |
 IBM (Andrew-BT) | Pay Day | Jun 10, 2025 | $1.68 |
 9988.HK (FundManagerZech) | Ex-Dividend | Jun 11, 2025 | $0.25 |
9988.HK (Andrew-BT) | Ex-Dividend | Jun 11, 2025 | $0.25 |
PAX | Pay Day | Jun 12, 2025 | $0.15 |
 JXN (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.80 |
 INSW (FundManagerZech) | Ex-Dividend | Jun 12, 2025 | $0.60 |
 BABA (Andrew-BT) | Ex-Dividend | Jun 12, 2025 | $0.95 |
PFE | Pay Day | Jun 13, 2025 | $0.43 |
TMO | Ex-Dividend | Jun 13, 2025 | $0.43 |
 TROW (Andrew-BT) | Ex-Dividend | Jun 13, 2025 | $1.27 |
 O (Andrew-BT) | Pay Day | Jun 13, 2025 | $0.27 |
UNH | Ex-Dividend | Jun 16, 2025 | $2.21 |
GOOGL | Pay Day | Jun 16, 2025 | $0.21 |
 B (Andrew-BT) | Pay Day | Jun 16, 2025 | $0.10 |
GOOGL (Andrew-BT) | Pay Day | Jun 16, 2025 | $0.21 |
MPW | Ex-Dividend | Jun 18, 2025 | $0.08 |
MPW (Andrew-BT) | Ex-Dividend | Jun 18, 2025 | $0.08 |
 1800.HK (FundManagerZech) | Ex-Dividend | Jun 20, 2025 | $0.02 |
 SBLK (FundManagerZech) | Pay Day | Jun 20, 2025 | $0.05 |
 NEM (Andrew-BT) | Pay Day | Jun 20, 2025 | $0.25 |
UNH | Pay Day | Jun 24, 2025 | $2.21 |
 0941.HK (Andrew-BT) | Pay Day | Jun 25, 2025 | $0.32 |
JOE (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.14 |
JXN (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.80 |
INSW (FundManagerZech) | Pay Day | Jun 26, 2025 | $0.60 |
0386.HK (FundManagerZech) | Pay Day | Jun 27, 2025 | $0.02 |
TROW (Andrew-BT) | Pay Day | Jun 27, 2025 | $1.27 |
NTR | Ex-Dividend | Jun 30, 2025 | $0.55 |
 3323.HK (FundManagerZech) | Pay Day | Jun 30, 2025 | $0.02 |
9988.HK (FundManagerZech) | Pay Day | Jul 3, 2025 | $0.25 |
9988.HK (Andrew-BT) | Pay Day | Jul 3, 2025 | $0.25 |
BABA (Andrew-BT) | Pay Day | Jul 10, 2025 | $0.95 |
TMO | Pay Day | Jul 15, 2025 | $0.43 |
MAA | Ex-Dividend | Jul 15, 2025 | $1.52 |
MPW | Pay Day | Jul 17, 2025 | $0.08 |
MPW (Andrew-BT) | Pay Day | Jul 17, 2025 | $0.08 |
NTR | Pay Day | Jul 18, 2025 | $0.55 |
MAA | Pay Day | Jul 31, 2025 | $1.52 |
VOD.L | Pay Day | Aug 1, 2025 | $0.02 |
1800.HK (FundManagerZech) | Pay Day | Aug 15, 2025 | $0.02 |
EQNR | Ex-Dividend | Aug 19, 2025 | $0.37 |
EQNR | Pay Day | Aug 29, 2025 | $0.37 |
KWEB | Pay Day | Dec 18, 2025 | $0.00 |
Performance Metrics
Score 2/10
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-18.14
-18.14
-19
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Beta
2.16
2.16
0
0.8
1.2
0
3
Sharpe Ratio
-0.03
-0.03
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.04
-0.04
-1
1
2
3
3
Jensen's Alpha
-18.14
-18.14
-19
0
2
4.5
4.5
Omega Ratio
0.85
0.85
0
1
1.5
2.5
2.5
Treynor Ratio
-0.06
-0.06
-1
0.75
1.25
2
2
Information Ratio
-0.22
-0.22
-1
0.3
0.6
1
1
Calmar Ratio
-0.17
-0.17
-1
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
21.32
High:
GRAB
903.57GRABLow:
PERI
-62.6PERIDetails
PEG Ratio
210.5
High:
MAA
4,264.22MAALow:
CMPS
-13.24CMPSDetails
Price/Book
4.58
High:
KLAC
26.15KLACLow:
VOD.L
0.36VOD.LDetails
Price/Sales
4.35
High:
FR.US
9.49FR.USLow:CMPS
-CMPSDetails
Price/CF
14.95
High:
RIOT
107.94RIOTLow:VOD.L
1.55VOD.LDetails
Price/FCF
30.26
High:PERI
5,856.42PERILow:VOD.L
2.54VOD.LDetails
P/E Ratio
21.32
High:GRAB
903.57GRABLow:PERI
-62.6PERIDetails
PEG Ratio
210.5
High:MAA
4,264.22MAALow:CMPS
-13.24CMPSDetails
Price/Book
4.58
High:KLAC
26.15KLACLow:VOD.L
0.36VOD.LDetails
Price/Sales
4.35
High:FR.US
9.49FR.USLow:CMPS
-CMPSDetails
Price/CF
14.95
High:RIOT
107.94RIOTLow:VOD.L
1.55VOD.LDetails
Price/FCF
30.26
High:PERI
5,856.42PERILow:VOD.L
2.54VOD.LDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-74.76% | Sep 2021 | - | 46 |
-3.44% | Jul 2021 | Aug 2021 | 1 |