BenSparham avatar
BenSparham
šŸ‡¬šŸ‡§ Value Stock Investor.
31 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

-0.74%
Today
-1.39%
This Month
+1.75%
Year To Date
+24.62%
2 Years
+44.64%
5 Years
+2.3%
Annualized
  • BenSparham
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • šŸ“Š ETFs
    89.5%
  • šŸ’° Finance
    10.38%
  • šŸ’µ Cash
    0.13%

Exchanges Breakdown

  • Exchange
  • Total
  • šŸ‡ŗšŸ‡ø NYSE
    56.24%
  • šŸ‡ŗšŸ‡ø Nasdaq
    43.64%

Countries Breakdown

  • Country
  • Total

    Dividends

    Dividend Yield

    2.16%

    11 out of 12 instruments pay dividend.

    0 dividend payments in the next 30 days.

    Highest Dividend: $HYG (5.88%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    DJP
    DJP
    0.38%
    3.69%
    -
    IEF
    IEF
    0.36%
    3.58%
    -
    VXUS
    VXUS
    0.32%
    3.2%
    -
    LQD
    LQD
    0.2%
    4.34%
    -
    TLT
    TLT
    0.2%
    4.06%
    -
    SHY
    SHY
    0.19%
    3.92%
    -
    SPY
    SPY
    0.16%
    1.19%
    -
    HYG
    HYG
    0.14%
    5.88%
    -
    QQQ
    QQQ
    0.08%
    0.56%
    -
    VO
    VO
    0.07%
    1.46%
    -
    VB
    VB
    0.06%
    1.32%
    -

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share
    QQQ
    QQQ
    Pay Day
    Apr 30
    $-
    HYG
    HYG
    Pay Day
    May 7
    $0.40
    SHY
    SHY
    Pay Day
    May 7
    $0.26
    IEF
    IEF
    Pay Day
    May 7
    $0.27
    VXUS
    VXUS
    Pay Day
    Jun 25
    $-
    VO
    VO
    Pay Day
    Jul 1
    $-
    VB
    VB
    Pay Day
    Jul 2
    $-

    Performance Metrics

    Score 3.1/10

    Beta

    0.5
    0.5
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    0.12
    0.12
    0
    0.5
    1
    1.5
    1.5

    Sortino Ratio

    0.23
    0.23
    0
    1
    2
    3
    3

    Jensen's Alpha

    -3.29
    -3.29
    -4
    0
    2
    4.5
    4.5

    Omega Ratio

    0.62
    0.62
    0
    1
    1.5
    2.5
    2.5

    Treynor Ratio

    0.28
    0.28
    0
    0.75
    1.25
    2
    2

    Information Ratio

    -0.6
    -0.6
    -1
    0.3
    0.6
    1
    1

    Calmar Ratio

    0.11
    0.11
    0
    0.3
    0.6
    1
    1

    Drawdowns

    • BenSparham
    • S&P 500
    • + Add Benchmark

    Worst Drawdowns

    Depth
    Start
    End
    Total months
    -23.07%
    		Sep 2021Feb 202429
    -15.26%
    		May 2020Nov 20206
    -4.35%
    		Mar 2024Jun 20243
    -3.24%
    		Aug 2024Jan 20255
    -1.15%
    		Jun 2021Aug 20212
    -1.09%
    		Mar 2020Apr 20201
    -0.66%
    		Mar 2025-1

    Monthly Performance