Portfolio of Financial

Financial_man

🇮🇹 Stock Multi-Strategy Investor.

94 copiers.

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

Summary

-0.35%

This Month

+18.86%

Year To Date

+64.29%

2 Years

+122.76%

5 Years

+169.29%

10 Years

+13.04%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.03%
💵 Cash
22.47%
💻 Electronic Technology
10.97%
💰 Finance
10.32%
🪙 Cryptocurrencies
9.77%
🏥 Health Services
6.44%
🛍️ Retail Trade
4.88%
💇‍♀️ Consumer Services
2.56%
⚡ Utilities
2.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
38.33%
🇺🇸 Nasdaq
28.16%
🌍 Digital Currency
9.77%

Countries Breakdown

Country
Total

🇺🇸 United States
66.49%

Dividends

Dividend Yield

0.55%

12 out of 25 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $WTRG (3.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.1%	2.37%	$7.74
WTRG	0.07%	3.16%	$1.23
LMT	0.07%	2.65%	$12.45
MCD	0.06%	2.3%	$6.53
MSFT	0.05%	0.66%	$3
GD	0.05%	1.76%	$5.48
CI	0.04%	1.94%	$5.26
V	0.04%	0.69%	$2.01
MA	0.03%	0.54%	$2.46
ORCL	0.02%	0.69%	$1.6
META	0.02%	0.35%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
ORCL	Pay Day	Oct 23, 2025	$0.50
MA	Pay Day	Nov 7, 2025	$0.76
GD	Pay Day	Nov 14, 2025	$1.50
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
LMT	Ex-Dividend	Dec 1, 2025	$3.45
MSFT	Pay Day	Dec 11, 2025	$0.91
LMT	Pay Day	Dec 30, 2025	$3.45

Performance Metrics

Score 5.3/10

Beta

0.97

0.8

1.2

Sharpe Ratio

0.58

0.5

1.5

Sortino Ratio

0.97

Jensen's Alpha

0.94

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

0.58

0.5

1.5

Sortino Ratio

0.97

Jensen's Alpha

0.94

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.03

0.75

1.25

Information Ratio

0.05

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

37.42

High:

PANW

129.92

Low:

CRWD

-405.02

Details

PEG Ratio

229.4

High:

MCD

1,263.28

Low:

UNH

29.54

Details

Price/Book

12.75

High:

64.72

Low:

MCD

-79.66

Details

Price/Sales

8.26

High:

CRWD

27.9

Low:

0.31

Details

Price/CF

27.89

High:

CRWD

81.8

Low:

UNH

9.8

Details

Price/FCF

63.42

High:

LMT

457.22

Low:

ADBE

15.76

Details