Portfolio of Financial

Financial_man

🇮🇹 Stock and Crypto Multi-Strategy Investor.

98 copiers.

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

Summary

+0.68%

This Month

+14.81%

Year To Date

+54.56%

2 Years

+118.8%

5 Years

+160.11%

10 Years

+12.69%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.79%
💵 Cash
25.4%
💻 Electronic Technology
13.38%
🪙 Cryptocurrencies
10.5%
💰 Finance
10.06%
🛍️ Retail Trade
5.22%
🏥 Health Services
3.63%
💇‍♀️ Consumer Services
2.6%
⚡ Utilities
2.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
31.45%
🇺🇸 NYSE
31.39%
🌍 Digital Currency
10.5%

Countries Breakdown

Country
Total

🇺🇸 United States
59.96%
🇮🇱 Israel
2.89%

Dividends

Dividend Yield

0.51%

14 out of 26 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $WTRG (3.37%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.1%	2.74%	$7.74
WTRG	0.07%	3.37%	$1.23
LMT	0.07%	2.86%	$12.45
MCD	0.06%	2.26%	$6.53
GD	0.05%	1.83%	$5.48
CI	0.04%	1.95%	$5.26
MSFT	0.04%	0.67%	$3
MA	0.03%	0.5%	$2.46
V	0.02%	0.69%	$2.01
AAPL	0.01%	0.43%	$0.97
GOOG	0.01%	0.35%	$0.2
MU	0.01%	0.35%	$0.46
META	0.01%	0.27%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
NVDA	Ex-Dividend	Sep 11, 2025	$0.01
GOOG	Pay Day	Sep 15, 2025	$0.21
UNH	Ex-Dividend	Sep 15, 2025	$2.21
MCD	Pay Day	Sep 16, 2025	$1.77
CI	Pay Day	Sep 18, 2025	$1.51
UNH	Pay Day	Sep 23, 2025	$2.21
LMT	Pay Day	Sep 26, 2025	$3.30
NVDA	Pay Day	Oct 2, 2025	$0.01
GD	Ex-Dividend	Oct 10, 2025	$1.50
GD	Pay Day	Nov 14, 2025	$1.50

Performance Metrics

Score 5.2/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

0.76

-2

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.03

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

0.76

-2

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.75

1.25

Information Ratio

0.03

0.3

0.6

Calmar Ratio

0.37

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.25

High:

PANW

120.21

Low:

CRWD

-344.69

Details

PEG Ratio

1,648.5

High:

AAPL

24,779.06

Low:

4.52

Details

Price/Book

11.75

High:

68.72

Low:

MCD

-81.96

Details

Price/Sales

6.85

High:

NVDA

25.49

Low:

0.31

Details

Price/CF

23.92

High:

CYBR

91.79

Low:

7.16

Details

Price/FCF

55.36

High:

LMT

457.22

Low:

UNH

16.23

Details