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+0.04%
Today
+1.72%
This Month
-6.11%
Year To Date
+54.31%
2 Years
+38.36%
5 Years
+9.26%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs48.18%
- 👥 Copy Trading18.6%
- 💰 Finance16.26%
- 🧩 Miscellaneous4.19%
- 💵 Cash2.22%
- 🚗 Consumer Durables0.89%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs52.37%
- 🇺🇸 NYSE24.66%
- 🌍 Digital Currency6.51%
- 🇺🇸 Nasdaq3.27%
- 🇫🇷 Euronext Paris0.57%
- 🇨🇭 SIX0.25%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.96%
- 🇨🇦 Canada1.39%
- 🇫🇷 France0.57%
- 🇨🇭 Switzerland0.25%
Dividends
Dividend Yield
0.2%
1 out of 7 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (1.32%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 0.2% | 1.32% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (GreenbullInvest) | Pay Day | May 15, 2025 | $0.26 |
 MSFT (GreenbullInvest) | Ex-Dividend | May 15, 2025 | $0.83 |
 PG (GreenbullInvest) | Pay Day | May 15, 2025 | $1.06 |
 BNP.PA (GreenbullInvest) | Ex-Dividend | May 19, 2025 | $4.95 |
BNP.PA (GreenbullInvest) | Pay Day | May 21, 2025 | $4.95 |
 JNJ (GreenbullInvest) | Ex-Dividend | May 27, 2025 | $1.30 |
 KGC (GreenbullInvest) | Ex-Dividend | May 29, 2025 | $0.03 |
 PEP (GreenbullInvest) | Ex-Dividend | Jun 6, 2025 | $1.42 |
JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
KGC (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.03 |
 KO (GreenbullInvest) | Ex-Dividend | Jun 13, 2025 | $0.51 |
PEP (GreenbullInvest) | Pay Day | Jun 30, 2025 | $1.42 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2025 | $0.51 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 3.8/10
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Beta
1.18
1.18
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-0.76
-0.76
-2
0
2
4.5
4.5
Omega Ratio
1.02
1.02
0
1
1.5
2.5
2.5
Treynor Ratio
0.55
0.55
0
0.75
1.25
2
2
Information Ratio
0.03
0.03
0
0.3
0.6
1
1
Calmar Ratio
0.26
0.26
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
14.28
High:
TSLA
164.02TSLALow:
BRK.B
13.69BRK.BDetails
PEG Ratio
127.16
High:BRK.B
127.16BRK.BLow:BRK.B
127.16BRK.BDetails
Price/Book
1.76
High:TSLA
12.86TSLALow:BRK.B
1.69BRK.BDetails
Price/Sales
3.09
High:TSLA
10.97TSLALow:BRK.B
2.99BRK.BDetails
Price/CF
37.68
High:TSLA
54.2TSLALow:BRK.B
37.15BRK.BDetails
Price/FCF
96.5
High:TSLA
134.59TSLALow:BRK.B
95.23BRK.BDetails
P/E Ratio
14.28
High:TSLA
164.02TSLALow:BRK.B
13.69BRK.BDetails
PEG Ratio
127.16
High:BRK.B
127.16BRK.BLow:BRK.B
127.16BRK.BDetails
Price/Book
1.76
High:TSLA
12.86TSLALow:BRK.B
1.69BRK.BDetails
Price/Sales
3.09
High:TSLA
10.97TSLALow:BRK.B
2.99BRK.BDetails
Price/CF
37.68
High:TSLA
54.2TSLALow:BRK.B
37.15BRK.BDetails
Price/FCF
96.5
High:TSLA
134.59TSLALow:BRK.B
95.23BRK.BDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-30.02% | Jun 2021 | Dec 2023 | 30 |
-20.36% | Apr 2024 | Nov 2024 | 7 |
-14.88% | Dec 2024 | - | 6 |
-3.33% | Jan 2024 | Feb 2024 | 1 |