DavidHolder2468 avatar

DavidHolder2468
🇮🇹 Multi-Strategy Stock Investor.
3 copiers.

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

-3.23%
Today
-6.44%
This Month
-4.14%
Year To Date
+69.39%
2 Years
+57.42%
5 Years
+10.61%
Annualized
  • DavidHolder2468
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🖥️ Technology Services
    25.68%
  • 💻 Electronic Technology
    23.58%
  • 📊 ETFs
    12.46%
  • 💇‍♀️ Consumer Services
    5.46%
  • 💰 Finance
    5.21%
  • 🛍️ Retail Trade
    4.85%
  • 🧬 Health Technology
    4.53%
  • 💼 Commercial Services
    3.91%
  • 🪙 Cryptocurrencies
    3.03%
  • 🛠️ Producer Manufacturing
    2.45%
  • 🚗 Consumer Durables
    1.63%
  • 🏥 Health Services
    1.46%
  • 🚚 Transportation
    1.27%
  • 🏭 Industrial Services
    1.05%
  • 🪨 Non Energy Minerals
    0.91%
  • ⚡ Utilities
    0.72%
  • 🧪 Process Industries
    0.67%
  • 🍞 Consumer Non Durables
    0.6%
  • 📡 Communications
    0.44%
  • ⛏️ Energy Minerals
    0.06%
  • 💵 Cash
    0.01%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    48.72%
  • 🇺🇸 NYSE
    36.96%
  • 🇩🇪 FRA
    5.35%
  • 🇭🇰 Hong Kong Exchanges
    4.91%
  • 🌍 Digital Currency
    3.03%
  • 🇫🇷 Euronext Paris
    0.6%
  • 🇺🇸 Chicago Board Options Exchange
    0.37%
  • 🇬🇧 LSE
    0.06%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    64.64%
  • 🇩🇪 Germany
    5.89%
  • 🇨🇳 China
    5.63%
  • 🇱🇺 Luxembourg
    2.92%
  • 🇨🇦 Canada
    2.13%
  • 🇳🇱 Netherlands
    1.11%
  • 🇫🇷 France
    0.6%
  • 🇹🇼 Taiwan
    0.49%
  • 🇦🇷 Argentina
    0.44%
  • 🇮🇪 Ireland
    0.35%
  • 🇮🇱 Israel
    0.19%
  • 🇬🇧 United Kingdom
    0.1%

Dividends

Dividend Yield

0.74%

57 out of 128 instruments pay dividend.

20 dividend payments in the next 30 days.

Highest Dividend: $XRX (13.76%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
ALV.DE
ALV.DE
0.05%
8.98%
$13.8
VOO
VOO
0.04%
1.23%
-
TQQQ
TQQQ
0.03%
1.34%
-
MCD
MCD
0.03%
2.14%
$6.53
UNH
UNH
0.02%
1.7%
$7.74
QCOM
QCOM
0.02%
2.11%
$3.25
ABT
ABT
0.02%
1.66%
$2.16
NEE
NEE
0.02%
2.9%
$1.97
INTC
INTC
0.02%
2.42%
$0.5
TEO
TEO
0.02%
4.53%
-
ABBV
ABBV
0.02%
2.98%
$6.06
VOW3.DE
VOW3.DE
0.02%
8.28%
$9.06
JPM
JPM
0.02%
1.98%
$4.4
BLK
BLK
0.02%
2.17%
$20.2
RHM.DE
RHM.DE
0.02%
0.51%
$5.7
DELL
DELL
0.02%
2.03%
$1.63
GS
GS
0.02%
2.1%
$11
MSFT
MSFT
0.02%
0.8%
$3
HD
HD
0.02%
2.4%
$8.52
WMT
WMT
0.02%
0.99%
$0.81
01211.HK
01211.HK
0.01%
0.99%
$3.41
WM
WM
0.01%
1.34%
$2.9
XLRE
XLRE
0.01%
3.23%
-
AAPL
AAPL
0.01%
0.42%
$0.97
MC.PA
MC.PA
0.01%
2.07%
$13
AVGO
AVGO
0.01%
1.15%
$19.7
DIS
DIS
0.01%
0.95%
$0.75
SBUX
SBUX
0.01%
2.22%
$2.24
V
V
0.01%
0.64%
$2.01
RTX
RTX
0.01%
1.96%
$2.44
BKNG
BKNG
0.01%
0.77%
$17.5
EWJ
EWJ
0.01%
2.29%
-
XOP
XOP
0.01%
2.47%
-
SPY
SPY
0.01%
1.19%
-
XLK
XLK
0.01%
0.68%
-
META
META
0.01%
0.32%
$1
GOOG
GOOG
0.01%
0.46%
$0.2
00285.HK
00285.HK
0.01%
1.2%
$0.59
ASML
ASML
0.01%
0.79%
$5.57
GOLD.BARRICK
GOLD.BARRICK
0.01%
2.08%
$0.4
TKA.DE
TKA.DE
0.01%
1.7%
$0.15
XRX
XRX
0.01%
13.76%
$1
QQQ
QQQ
0.01%
0.56%
-
FMC
FMC
0.01%
5.62%
$2.32
TSM
TSM
0.01%
1.17%
$1.74
0700.HK
0700.HK
0%
0.66%
$3.4
A
A
0%
0.76%
$0.93
CRM
CRM
0%
0.57%
$0.4
MA
MA
0%
0.52%
$2.46
LDOS
LDOS
0%
1.12%
$1.5
BABA
BABA
0%
0.7%
$0.98
EA
EA
0%
0.54%
$0.76
NVDA
NVDA
0%
0.04%
$0.02
MTCH
MTCH
0%
1.16%
-
VUG
VUG
0%
0.47%
-
MU
MU
0%
0.49%
$0.46
LIN
LIN
0%
1.21%
$5.33

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
MSFT
MSFT
Pay Day
Mar 13
$0.83
HD
HD
Ex-Dividend
Mar 13
$2.30
LIN
LIN
Ex-Dividend
Mar 13
$1.50
META
META
Ex-Dividend
Mar 14
$0.52
WM
WM
Ex-Dividend
Mar 14
$0.82
LDOS
LDOS
Ex-Dividend
Mar 14
$0.40
GOOG
GOOG
Pay Day
Mar 17
$0.20
MCD
MCD
Pay Day
Mar 17
$1.77
NEE
NEE
Pay Day
Mar 17
$0.57
GOLD.BARRICK
GOLD.BARRICK
Pay Day
Mar 17
$0.10
UNH
UNH
Pay Day
Mar 18
$2.10
TSM
TSM
Ex-Dividend
Mar 18
$0.69
EA
EA
Pay Day
Mar 19
$0.19
RTX
RTX
Pay Day
Mar 20
$0.63
AVGO
AVGO
Ex-Dividend
Mar 20
$0.59
WMT
WMT
Ex-Dividend
Mar 21
$0.24
BLK
BLK
Pay Day
Mar 24
$5.21
META
META
Pay Day
Mar 26
$0.52
HD
HD
Pay Day
Mar 27
$2.30
QCOM
QCOM
Pay Day
Mar 27
$0.85
LIN
LIN
Pay Day
Mar 27
$1.50
GS
GS
Pay Day
Mar 28
$3.00
WM
WM
Pay Day
Mar 28
$0.82
LDOS
LDOS
Pay Day
Mar 28
$0.40
BKNG
BKNG
Pay Day
Mar 31
$9.60
FMC
FMC
Ex-Dividend
Mar 31
$0.58
XRX
XRX
Ex-Dividend
Mar 31
$0.12
AVGO
AVGO
Pay Day
Mar 31
$0.59
A
A
Ex-Dividend
Apr 1
$0.25
NVDA
NVDA
Pay Day
Apr 2
$0.01
MTCH
MTCH
Ex-Dividend
Apr 3
$0.19
WMT
WMT
Pay Day
Apr 7
$0.24
MA
MA
Ex-Dividend
Apr 9
$0.76
TSM
TSM
Pay Day
Apr 10
$0.69
ABBV
ABBV
Ex-Dividend
Apr 15
$1.64
ABT
ABT
Ex-Dividend
Apr 15
$0.59
FMC
FMC
Pay Day
Apr 17
$0.58
MTCH
MTCH
Pay Day
Apr 17
$0.19
DELL
DELL
Ex-Dividend
Apr 22
$0.52
A
A
Pay Day
Apr 23
$0.25
ASML
ASML
Ex-Dividend
Apr 28
$1.92
XRX
XRX
Pay Day
Apr 30
$0.12
QQQ
QQQ
Pay Day
Apr 30
$-
DELL
DELL
Pay Day
May 2
$0.52
ASML
ASML
Pay Day
May 6
$1.92
MA
MA
Pay Day
May 9
$0.76
ABBV
ABBV
Pay Day
May 15
$1.64
ABT
ABT
Pay Day
May 15
$0.59
EWJ
EWJ
Pay Day
Jun 17
$-
DIS
DIS
Ex-Dividend
Jun 24
$0.50
XOP
XOP
Pay Day
Jun 26
$-
XLK
XLK
Pay Day
Jun 26
$-
XLRE
XLRE
Pay Day
Jun 26
$-
VUG
VUG
Pay Day
Jul 1
$-
VOO
VOO
Pay Day
Jul 2
$-
TQQQ
TQQQ
Pay Day
Jul 3
$-
DIS
DIS
Pay Day
Jul 23
$0.50

Performance Metrics

Score 3.8/10

Beta

1.1
1.1
0
0.8
1.2
0
2

Sharpe Ratio

0.41
0.41
0
0.5
1
1.5
1.5

Sortino Ratio

0.68
0.68
0
1
2
3
3

Jensen's Alpha

-2.15
-2.15
-3
0
2
4.5
4.5

Omega Ratio

0.96
0.96
0
1
1.5
2.5
2.5

Treynor Ratio

0.93
0.93
0
0.75
1.25
2
2

Information Ratio

-0.04
-0.04
-1
0.3
0.6
1
1

Calmar Ratio

0.24
0.24
0
0.3
0.6
1
1

Drawdowns

  • DavidHolder2468
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-46.07%
Feb 2021Nov 202445
-8.93%
Apr 2020May 20201
-8.14%
Jun 2020Aug 20202
-5.52%
Feb 2025-2
-2.09%
Dec 2024Jan 20251

Monthly Performance