ESeffG avatar

ESeffG
🇵🇪 Stock Investor.
1 copier.

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

-2.99%
Today
-2.99%
This Month
+1896.91%
Year To Date
+2537.95%
2 Years
+2393.1%
5 Years
+145.35%
Annualized
  • ESeffG
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💵 Cash
    100%
  • 💰 Finance
    94.24%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    94.24%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    94.24%

Dividends

Dividend Yield

1.4%

1 out of 1 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MRP (1.49%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
MRP
MRP
1.4%
1.49%
-

Next Dividends

Instrument
Type
Date
Pay Per Share

Performance Metrics

Score 7.5/10

Beta

-3.48
-3.48
-4
0.8
1.2
-4
2

Sharpe Ratio

0.55
0.55
0
0.5
1
1.5
1.5

Sortino Ratio

10
10
0
1
2
10
10

Jensen's Alpha

6474.21
6474.21
-2
0
2
6475
6475

Omega Ratio

20.45
20.45
0
1
1.5
21
21

Treynor Ratio

-11.57
-11.57
-12
0.75
1.25
2
2

Information Ratio

0.54
0.54
0
0.3
0.6
1
1

Calmar Ratio

3.93
3.93
0
0.3
0.6
4
4

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

N/A

Details

PEG Ratio

N/A

Details

Price/Book

0.85

High:avatarMRP
0.85
Low:avatarMRP
0.85
Details

Price/Sales

N/A

Details

Price/CF

N/A

Details

Price/FCF

N/A

Details

Drawdowns

  • ESeffG
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-38.87%
Dec 2021Mar 202427
-2.07%
Apr 2024May 20241
-0.85%
Oct 2024Nov 20241
-0.21%
Dec 2024Jan 20251

Monthly Performance