Portfolio of Financial

Financial_man

🇮🇹 Multi-Strategy Stock Investor.

105 copiers.

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

Summary

+1.52%

Today

+1.72%

This Month

+5.53%

Year To Date

+28.17%

2 Years

+113.69%

5 Years

+11.92%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.92%
💵 Cash
22.68%
💻 Electronic Technology
18.89%
🪙 Cryptocurrencies
13.92%
🏥 Health Services
5.97%
💇‍♀️ Consumer Services
2.63%
🛍️ Retail Trade
2.48%
🛠️ Producer Manufacturing
2.46%
⚡ Utilities
2.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.27%
🇺🇸 NYSE
23.23%
🌍 Digital Currency
13.92%

Countries Breakdown

Country
Total

🇺🇸 United States
55.55%
🇮🇱 Israel
5.94%

Dividends

Dividend Yield

0.52%

12 out of 25 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $WTRG (3.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.1%	2.83%	$7.74
WTRG	0.07%	3.46%	$1.23
LMT	0.07%	2.73%	$12.45
MCD	0.06%	2.28%	$6.53
GD	0.05%	2.12%	$5.48
CI	0.04%	1.88%	$5.26
XYL	0.03%	1.21%	$1.38
MU	0.02%	0.42%	$0.46
GOOG	0.02%	0.46%	$0.2
MSFT	0.02%	0.69%	$3
META	0.02%	0.29%	$1
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
CI	Pay Day	Jun 18, 2025	$1.51
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
XYL	Pay Day	Jun 26, 2025	$0.40
LMT	Pay Day	Jun 27, 2025	$3.30
NVDA	Pay Day	Jul 3, 2025	$0.01
GD	Ex-Dividend	Jul 3, 2025	$1.50
GD	Pay Day	Aug 8, 2025	$1.50

Performance Metrics

Score 5.1/10

Beta

0.98

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

0.87

-2

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.04

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.86

Jensen's Alpha

0.87

-2

4.5

Omega Ratio

1.03

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.04

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

30.07

High:

AMD

84.8

Low:

CYBR

-210.26

Details

PEG Ratio

84.21

High:

WTRG

299.12

Low:

15.31

Details

Price/Book

9.86

High:

NVDA

40.72

Low:

MCD

-63.96

Details

Price/Sales

6.79

High:

NVDA

23.2

Low:

0.33

Details

Price/CF

20.2

High:

CYBR

66.11

Low:

7.89

Details

Price/FCF

40.16

High:

1,171.75

Low:

CACI

16.83

Details