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0%
This Month
-0.17%
Year To Date
+55.27%
2 Years
+47.11%
5 Years
+47.11%
10 Years
+10.36%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 📊 ETFs51.14%
- 👥 Copy Trading22.38%
- 💰 Finance9.19%
- 🧩 Miscellaneous3.72%
- 🚗 Consumer Durables2.71%
- 💻 Electronic Technology2.12%
- 💵 Cash0.04%
Exchanges Breakdown
- Exchange
- Total
- 🇩🇪 Xetra ETFs54.86%
- 🇺🇸 NYSE18.48%
- 🌍 Digital Currency9.42%
- 🇺🇸 Nasdaq7.66%
- 🇫🇷 Euronext Paris0.58%
- 🇨🇭 SIX0.27%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States18.34%
- 🇨🇦 Canada1.48%
- 🇫🇷 France0.58%
- 🇨🇭 Switzerland0.27%
Dividends
Dividend Yield
0.22%
2 out of 8 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (1.22%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 0.21% | 1.22% | - |
 AAPL | 0.01% | 0.5% | $0.97 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
AAPL | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL (GreenbullInvest) | Ex-Dividend | Aug 11, 2025 | $0.26 |
AAPL | Pay Day | Aug 14, 2025 | $0.26 |
AAPL (GreenbullInvest) | Pay Day | Aug 14, 2025 | $0.26 |
 PG (GreenbullInvest) | Pay Day | Aug 15, 2025 | $1.06 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
 MSFT (GreenbullInvest) | Ex-Dividend | Aug 21, 2025 | $0.83 |
 KGC (GreenbullInvest) | Ex-Dividend | Aug 21, 2025 | $0.03 |
 JNJ (GreenbullInvest) | Ex-Dividend | Aug 26, 2025 | $1.30 |
 MCD (GreenbullInvest) | Ex-Dividend | Sep 2, 2025 | $1.77 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
KGC (GreenbullInvest) | Pay Day | Sep 4, 2025 | $0.03 |
 PEP (GreenbullInvest) | Ex-Dividend | Sep 5, 2025 | $1.42 |
JNJ (GreenbullInvest) | Pay Day | Sep 9, 2025 | $1.30 |
MSFT (GreenbullInvest) | Pay Day | Sep 11, 2025 | $0.83 |
 KO (GreenbullInvest) | Ex-Dividend | Sep 15, 2025 | $0.51 |
MCD (GreenbullInvest) | Pay Day | Sep 16, 2025 | $1.77 |
 BNP.PA (GreenbullInvest) | Ex-Dividend | Sep 26, 2025 | $3.05 |
PEP (GreenbullInvest) | Pay Day | Sep 30, 2025 | $1.42 |
BNP.PA (GreenbullInvest) | Pay Day | Sep 30, 2025 | $3.05 |
KO (GreenbullInvest) | Pay Day | Oct 1, 2025 | $0.51 |
Performance Metrics
Score 3.4/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.22
-2.22
-3
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.32
0.32
0
0.5
1
1.5
1.5
Sortino Ratio
0.53
0.53
0
1
2
3
3
Jensen's Alpha
-2.22
-2.22
-3
0
2
4.5
4.5
Omega Ratio
0.97
0.97
0
1
1.5
2.5
2.5
Treynor Ratio
0.62
0.62
0
0.75
1.25
2
2
Information Ratio
-0.04
-0.04
-1
0.3
0.6
1
1
Calmar Ratio
0.29
0.29
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
19.04
High:
TSLA
175.25TSLALow:
BRK.B
12.6BRK.BDetails
PEG Ratio
4,014.25
High:
AAPL
20,904.15AAPLLow:BRK.B
117.04BRK.BDetails
Price/Book
2.9
High:AAPL
45.67AAPLLow:BRK.B
1.56BRK.BDetails
Price/Sales
4.09
High:TSLA
11.49TSLALow:BRK.B
2.75BRK.BDetails
Price/CF
35.36
High:TSLA
70.91TSLALow:AAPL
27.69AAPLDetails
Price/FCF
64.88
High:TSLA
200.12TSLALow:AAPL
37.19AAPLDetails
P/E Ratio
19.04
High:TSLA
175.25TSLALow:BRK.B
12.6BRK.BDetails
PEG Ratio
4,014.25
High:AAPL
20,904.15AAPLLow:BRK.B
117.04BRK.BDetails
Price/Book
2.9
High:AAPL
45.67AAPLLow:BRK.B
1.56BRK.BDetails
Price/Sales
4.09
High:TSLA
11.49TSLALow:BRK.B
2.75BRK.BDetails
Price/CF
35.36
High:TSLA
70.91TSLALow:AAPL
27.69AAPLDetails
Price/FCF
64.88
High:TSLA
200.12TSLALow:AAPL
37.19AAPLDetails
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 | - | 8 |
-3.33% | Jan 2024 | Feb 2024 | 1 |