Berleon101 avatar
Berleon101
🇮🇱 Growth Stock Investor.
11 copiers.

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

-4.38%
Today
-9.91%
This Month
-13.05%
Year To Date
+101.02%
2 Years
+183.57%
5 Years
+17.23%
Annualized
  • Berleon101
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💻 Electronic Technology
    54.16%
  • 🖥️ Technology Services
    24.61%
  • 📊 ETFs
    8.13%
  • 🛍️ Retail Trade
    6.43%
  • 🚚 Transportation
    2.22%
  • 💇‍♀️ Consumer Services
    1.72%
  • 🍞 Consumer Non Durables
    1.42%
  • 🚗 Consumer Durables
    1.29%
  • 💵 Cash
    0.02%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    85.92%
  • 🇺🇸 NYSE
    12.91%
  • 🇫🇷 Euronext Paris
    1.17%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    89.27%
  • 🇯🇵 Japan
    1.29%
  • 🇳🇱 Netherlands
    1.17%
  • 🇮🇱 Israel
    0.14%

Dividends

Dividend Yield

0.32%

12 out of 19 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $PLTK (7.96%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
AAPL
AAPL
0.05%
0.44%
$0.97
QQQ
QQQ
0.05%
0.56%
-
GOOG
GOOG
0.04%
0.48%
$0.2
MSFT
MSFT
0.04%
0.84%
$3
KO
KO
0.04%
2.71%
$1.89
MCD
MCD
0.04%
2.15%
$6.53
DAL
DAL
0.02%
1.13%
$0.3
AIR.PA
AIR.PA
0.01%
1.23%
$1.8
NVDA
NVDA
0.01%
0.04%
$0.02
NTDOY
NTDOY
0.01%
1.06%
$0.24
PLTK
PLTK
0.01%
7.96%
$0.2
CRM
CRM
0.01%
0.59%
$0.4

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
MSFT
MSFT
Pay Day
Mar 13
$0.83
KO
KO
Ex-Dividend
Mar 14
$0.51
GOOG
GOOG
Pay Day
Mar 17
$0.20
MCD
MCD
Pay Day
Mar 17
$1.77
DAL
DAL
Pay Day
Mar 20
$0.15
PLTK
PLTK
Ex-Dividend
Mar 21
$0.10
KO
KO
Pay Day
Apr 1
$0.51
NVDA
NVDA
Pay Day
Apr 2
$0.01
PLTK
PLTK
Pay Day
Apr 4
$0.10
AIR.PA
AIR.PA
Ex-Dividend
Apr 22
$2.09
AIR.PA
AIR.PA
Pay Day
Apr 24
$2.09
QQQ
QQQ
Pay Day
Apr 30
$0.57

Performance Metrics

Score 6.4/10

Beta

1.21
1.21
0
0.8
1.2
0
2

Sharpe Ratio

0.69
0.69
0
0.5
1
1.5
1.5

Sortino Ratio

1.12
1.12
0
1
2
3
3

Jensen's Alpha

4.59
4.59
-2
0
2
5
5

Omega Ratio

1.43
1.43
0
1
1.5
2.5
2.5

Treynor Ratio

1.17
1.17
0
0.75
1.25
2
2

Information Ratio

0.47
0.47
0
0.3
0.6
1
1

Calmar Ratio

0.45
0.45
0
0.3
0.6
1
1

Drawdowns

  • Berleon101
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-39.26%
Dec 2021Dec 202324
-26.11%
Oct 2018Nov 201913
-10.18%
Feb 2020Apr 20202
-9.07%
Jan 2025-3
-8.65%
Sep 2020Nov 20202
-5.41%
Sep 2021Oct 20211
-3.77%
Apr 2024May 20241
-3.53%
Jul 2024Sep 20242
-2.49%
Jan 2021Apr 20213
-2.15%
Jun 2018Sep 20183
-1.29%
Apr 2018May 20181
-0.59%
Jul 2021Aug 20211
-0.48%
May 2021Jun 20211

Monthly Performance