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-3.12%
This Month
+11.82%
Year To Date
+47.61%
2 Years
+43.79%
5 Years
+119.3%
10 Years
+10.66%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading71.04%
- 📊 ETFs17.29%
- 🧩 Miscellaneous3.96%
- 🪨 Non Energy Minerals2.57%
- 💻 Electronic Technology1.51%
- 🖥️ Technology Services1.12%
- 💰 Finance1.09%
- 🛍️ Retail Trade0.84%
- 💵 Cash0.22%
- 🧪 Process Industries0.21%
- 🪙 Cryptocurrencies0.11%
- ❓ Other0.07%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq31.59%
- 🇺🇸 NYSE22.72%
- 🇩🇪 Xetra ETFs15.94%
- 🇬🇧 LSE5.93%
- 🇩🇪 FRA5.4%
- 🇫🇷 Euronext Paris4.02%
- 🌍 Digital Currency3.47%
- 🇭🇰 Hong Kong Exchanges1.57%
- 🇳🇱 Euronext Amsterdam1.51%
- 🇪🇸 Bolsa De Madrid1.08%
- 🇮🇹 Borsa Italiana1%
- 🇨🇭 SIX0.36%
- 🇦🇺 Sydney0.11%
- Tokyo Stock Exchange0.1%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States41.24%
- 🇩🇪 Germany4.87%
- 🇬🇧 United Kingdom4.21%
- 🇫🇷 France4.09%
- 🇨🇦 Canada2.63%
- 🇳🇱 Netherlands2.33%
- 🇨🇳 China1.71%
- 🇨🇭 Switzerland1.64%
- 🇪🇸 Spain1.4%
- 🇮🇱 Israel0.89%
- 🇱🇺 Luxembourg0.81%
- 🇧🇷 Brazil0.79%
- 🇹🇼 Taiwan0.77%
- 🇸🇬 Singapore0.63%
- 🇦🇷 Argentina0.35%
- 🇰🇷 South Korea0.34%
- 🇬🇷 Greece0.27%
- 🇲🇽 Mexico0.26%
- 🇮🇹 Italy0.19%
- 🇵🇪 Peru0.18%
- 🇭🇰 Hong Kong0.18%
- 🇮🇪 Ireland0.13%
- 🇦🇺 Australia0.11%
- 🇯🇵 Japan0.03%
- 🇺🇾 Uruguay0.01%
Dividends
Dividend Yield
1.09%
43 out of 66 instruments pay dividend.
9 dividend payments in the next 30 days.
Highest Dividend: $AU (5.86%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 FundManagerZech | 0.29% | 5.04% | - |
 YieldKing | 0.24% | 3.26% | - |
 DayByDayEquities | 0.18% | 2.52% | - |
 triangulacapital | 0.15% | 3.78% | - |
 ALTIA-Investment | 0.07% | 0.97% | - |
 VidovM | 0.02% | 0.15% | - |
 StanleyDruck13F | 0.02% | 0.25% | - |
 QuantumComputing | 0.02% | 0.4% | - |
 defense_investor | 0.02% | 0.47% | - |
 CM | 0.02% | 2.62% | $2.6 |
 CMCL | 0.01% | 3.07% | $0.56 |
 MSFT | 0.01% | 0.92% | $3 |
 NEM | 0.01% | 1.11% | $1.3 |
 GiuseppeLasorsa | 0.01% | 0.15% | - |
 AU | 0.01% | 5.86% | $0.22 |
 CRDA.L | 0.01% | 3.83% | $1.09 |
 SAN | 0% | 1.47% | $0.13 |
 InTheGame | 0% | 0.26% | - |
 WFC | 0% | 2.06% | $1.4 |
 PAAS | 0% | 1.38% | $0.4 |
 RGLD | 0% | 0.97% | $1.58 |
 BVN | 0% | 0.89% | $0.07 |
 KGC | 0% | 0.61% | $0.12 |
 BAC | 0% | 1.83% | $0.96 |
 B | 0% | 2.49% | $0.4 |
 TFPM | 0% | 0.8% | $0.21 |
 SMSN.L | 0% | 0.33% | $23.68 |
 INTU | 0% | 1.67% | $3.6 |
 NVDA | 0% | 0.14% | $0.02 |
 AJG | 0% | 1.1% | $2.3 |
 AGI | 0% | 0.44% | $0.1 |
 SMT.L | 0% | 0.34% | $0.03 |
 EGO | 0% | 0.48% | - |
 RelentlessAlpha | 0% | 0.21% | - |
 URI | 0% | 0.74% | $6.22 |
 APH | 0% | 0.58% | $0.44 |
 GOOG | 0% | 0.24% | $0.2 |
 META | 0% | 0.33% | $1 |
 MU | 0% | 0.05% | $0.46 |
 EQX | 0% | 0.33% | - |
 SFGYY | 0% | -2.44% | - |
 ITUB | 0% | -1.66% | $-0.15 |
 AI.PA | 0% | -1.91% | $-2.91 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 ATHM.CH (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.66 |
 MSDL (FundManagerZech) | Pay Day | Jul 24, 2026 | $0.45 |
 RI.PA (triangulacapital) | Pay Day | Jul 24, 2026 | $2.77 |
CM | Pay Day | Jul 28, 2026 | $0.77 |
 GSBD (FundManagerZech) | Pay Day | Jul 28, 2026 | $0.32 |
 01211.HK (FundManagerZech) | Pay Day | Jul 31, 2026 | $0.05 |
 HUM (StanleyDruck13F) | Pay Day | Jul 31, 2026 | $0.89 |
 BATS.L (YieldKing) | Pay Day | Aug 14, 2026 | $0.83 |
 PSMT (ALTIA-Investment) | Ex-Dividend | Aug 17, 2026 | $0.70 |
 267.HK (FundManagerZech) | Pay Day | Aug 21, 2026 | $0.05 |
 GLEN.L (YieldKing) | Ex-Dividend | Aug 26, 2026 | $0.09 |
PSMT (ALTIA-Investment) | Pay Day | Aug 31, 2026 | $0.70 |
 ZTS (YieldKing) | Pay Day | Sep 1, 2026 | $0.53 |
GLEN.L (YieldKing) | Pay Day | Sep 18, 2026 | $0.09 |
Performance Metrics
Score 3.8/10
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.27
-2.27
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
0.92
0.92
0
0.8
1.2
0
2
Sharpe Ratio
0.46
0.46
0
0.5
1
1.5
1.5
Sortino Ratio
0.74
0.74
0
1
2
3
3
Jensen's Alpha
-2.27
-2.27
-3
0
2
4.5
4.5
Omega Ratio
0.81
0.81
0
1
1.5
2.5
2.5
Treynor Ratio
0.81
0.81
0
0.75
1.25
2
2
Information Ratio
-0.29
-0.29
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
26.05
High:
AMD.EUR
172.19AMD.EURLow:
ZS
-286.09ZSDetails
PEG Ratio
68.63
High:URI
2,011.8URILow:
EXK
-163.98EXKDetails
Price/Book
6.66
High:NVDA
26.14NVDALow:SMT.L
1.15SMT.LDetails
Price/Sales
6.6
High:AMD.EUR
23.09AMD.EURLow:SFGYY
0.33SFGYYDetails
Price/CF
18.61
High:NVDA
40.43NVDALow:SAN
3.44SANDetails
Price/FCF
48.98
High:
AMZN
325.85AMZNLow:CM
5.53CMDetails
P/E Ratio
26.05
High:AMD.EUR
172.19AMD.EURLow:ZS
-286.09ZSDetails
PEG Ratio
68.63
High:URI
2,011.8URILow:EXK
-163.98EXKDetails
Price/Book
6.66
High:NVDA
26.14NVDALow:SMT.L
1.15SMT.LDetails
Price/Sales
6.6
High:AMD.EUR
23.09AMD.EURLow:SFGYY
0.33SFGYYDetails
Price/CF
18.61
High:NVDA
40.43NVDALow:SAN
3.44SANDetails
Price/FCF
48.98
High:AMZN
325.85AMZNLow:CM
5.53CMDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-35.14% | Nov 2021 | Nov 2024 | 36 |
-27.33% | Jul 2019 | Nov 2020 | 16 |
-11.43% | Feb 2025 | Jun 2025 | 4 |
-6.12% | Sep 2021 | Oct 2021 | 1 |
-6.05% | Feb 2026 | Apr 2026 | 2 |
-4.22% | May 2021 | Aug 2021 | 3 |
-3.53% | Dec 2018 | Jan 2019 | 1 |
-3.46% | Dec 2024 | Jan 2025 | 1 |
-3.12% | Jul 2026 | - | 1 |
-2.59% | Nov 2025 | Jan 2026 | 2 |
-0.04% | May 2019 | Jun 2019 | 1 |