Portfolio of Financial

Financial_man

🇮🇹 Stock Multi-Strategy Investor.

93 copiers.

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

Summary

-0.06%

This Month

+14.94%

Year To Date

+34.68%

2 Years

+91.57%

5 Years

+160.4%

10 Years

+12.3%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.94%
💵 Cash
21.9%
💻 Electronic Technology
10.92%
💰 Finance
10.29%
🪙 Cryptocurrencies
9.3%
🏥 Health Services
6.11%
🛍️ Retail Trade
5.4%
💇‍♀️ Consumer Services
2.65%
⚡ Utilities
2.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.17%
🇺🇸 Nasdaq
25.32%
🌍 Digital Currency
9.3%

Countries Breakdown

Country
Total

🇺🇸 United States
66.49%

Dividends

Dividend Yield

0.63%

13 out of 26 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $WTRG (3.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.11%	2.62%	$7.74
WTRG	0.08%	3.53%	$1.23
LMT	0.07%	2.99%	$12.45
MCD	0.06%	2.33%	$6.53
MSFT	0.06%	0.72%	$3
GD	0.05%	1.76%	$5.48
CI	0.05%	2.25%	$5.26
NOC	0.04%	1.63%	$7.67
V	0.04%	0.75%	$2.01
MA	0.03%	0.56%	$2.46
META	0.02%	0.31%	$1
ORCL	0.02%	0.87%	$1.6
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
LMT	Pay Day	Dec 30, 2025	$3.45

Performance Metrics

Score 4.8/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.58

High:

PANW

124.12

Low:

11.84

Details

PEG Ratio

306.15

High:

1,171.24

Low:

10.43

Details

Price/Book

10.11

High:

61.75

Low:

MCD

-101.58

Details

Price/Sales

6.8

High:

NVDA

23.99

Low:

0.27

Details

Price/CF

24.26

High:

NVDA

54.84

Low:

8.9

Details

Price/FCF

65.53

High:

ORCL

348.36

Low:

13.21

Details

P/E Ratio

33.58

High:

PANW

124.12

Low:

11.84

Details

Worst Drawdowns

Depth	Start	End	Total months
-33.88%	Jan 2018	Jul 2020	30
-29.75%	Nov 2021	Mar 2024	28
-9.12%	Dec 2024	May 2025	5
-7.44%	Apr 2024	Nov 2024	7
-4.1%	Sep 2021	Oct 2021	1
-3.9%	Nov 2025	-	2
-2.6%	May 2021	Jun 2021	1
-2.36%	Sep 2020	Nov 2020	2
-1.67%	Dec 2020	Jan 2021	1
-0.97%	Jul 2021	Aug 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.94%
💵 Cash
21.9%
💻 Electronic Technology
10.92%
💰 Finance
10.29%
🪙 Cryptocurrencies
9.3%
🏥 Health Services
6.11%
🛍️ Retail Trade
5.4%
💇‍♀️ Consumer Services
2.65%
⚡ Utilities
2.19%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
41.17%
🇺🇸 Nasdaq
25.32%
🌍 Digital Currency
9.3%

Countries Breakdown

Country
Total

🇺🇸 United States
66.49%

Dividends

Dividend Yield

0.63%

13 out of 26 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $WTRG (3.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.11%	2.62%	$7.74
WTRG	0.08%	3.53%	$1.23
LMT	0.07%	2.99%	$12.45
MCD	0.06%	2.33%	$6.53
MSFT	0.06%	0.72%	$3
GD	0.05%	1.76%	$5.48
CI	0.05%	2.25%	$5.26
NOC	0.04%	1.63%	$7.67
V	0.04%	0.75%	$2.01
MA	0.03%	0.56%	$2.46
META	0.02%	0.31%	$1
ORCL	0.02%	0.87%	$1.6
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
LMT	Pay Day	Dec 30, 2025	$3.45

Performance Metrics

Score 4.8/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.55

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

0.13

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.97

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.36

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.58

High:

PANW

124.12

Low:

11.84

Details

306.15

High:

1,171.24

Low:

10.43

Details

Price/Book

10.11

High:

61.75

Low:

MCD

-101.58

Details

Price/Sales

6.8

High:

NVDA

23.99

Low:

0.27

Details

Price/CF

24.26

High:

NVDA

54.84

Low:

8.9

Details

Price/FCF

65.53

High:

ORCL

348.36

Low:

13.21

Details

Depth

Start

End

Total months

-33.88%

Jan 2018

Jul 2020

-29.75%

Nov 2021

Mar 2024

-9.12%

Dec 2024

May 2025

-7.44%

Apr 2024

Nov 2024

-4.1%

Sep 2021

Oct 2021

-3.9%

Nov 2025

-2.6%

May 2021

Jun 2021

-2.36%

Sep 2020

Nov 2020

-1.67%

Dec 2020

Jan 2021

-0.97%

Jul 2021

Aug 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics