Loading...
-0.44%
Today
+4.14%
This Month
-2.41%
Year To Date
+25.47%
2 Years
+25.47%
5 Years
+14.59%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology13.39%
- 👥 Copy Trading13.34%
- 🍞 Consumer Non Durables12.52%
- 💇♀️ Consumer Services11.82%
- 💰 Finance11.5%
- 🧬 Health Technology11.15%
- 🧪 Process Industries9.61%
- 🖥️ Technology Services8.8%
- 🪙 Cryptocurrencies3.74%
- 🛠️ Producer Manufacturing3.59%
- 💵 Cash0.52%
Exchanges Breakdown
- Exchange
- Total
- 🇫🇷 Euronext Paris47.04%
- 🇺🇸 NYSE24.6%
- 🇺🇸 Nasdaq20.96%
- 🌍 Digital Currency6.26%
- 🇨🇭 SIX0.21%
- 🇺🇸 OTC Markets Stock Exchange0%
Countries Breakdown
- Country
- Total
- 🇫🇷 France47.04%
- 🇺🇸 United States37.55%
- 🇨🇦 Canada1.18%
- 🇨🇭 Switzerland1.01%
- 🇩🇰 Denmark0.98%
Dividends
Dividend Yield
1.75%
16 out of 20 instruments pay dividend.
10 dividend payments in the next 30 days.
Highest Dividend: $BNP.PA (6.25%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 BNP.PA | 0.35% | 6.25% | $4.6 |
 MC.PA | 0.34% | 2.69% | $13 |
 AC.PA | 0.32% | 2.71% | $1.18 |
 AI.PA | 0.17% | 1.81% | $2.91 |
 GreenbullInvest | 0.17% | 1.3% | - |
 GS | 0.12% | 1.96% | $11 |
 LLY | 0.07% | 0.78% | $4.86 |
 SU.PA | 0.06% | 1.75% | $3.5 |
 MSFT | 0.04% | 0.71% | $3 |
 SAF.PA | 0.04% | 1.12% | $2.2 |
 NVS | 0.02% | 2.94% | $3.2 |
 NVO | 0.02% | 1.73% | $0.98 |
 AAPL | 0.02% | 0.5% | $0.97 |
 GOOG | 0.01% | 0.47% | $0.2 |
 NVDA | 0% | 0.03% | $0.02 |
 SDZNY | 0% | -0.83% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KGC (GreenbullInvest) | Ex-Dividend | May 29, 2025 | $0.03 |
GS | Ex-Dividend | May 30, 2025 | $3.00 |
AC.PA | Ex-Dividend | Jun 2, 2025 | $1.42 |
SAF.PA | Pay Day | Jun 2, 2025 | $3.04 |
 MCD (GreenbullInvest) | Ex-Dividend | Jun 2, 2025 | $1.77 |
AC.PA | Pay Day | Jun 4, 2025 | $1.42 |
 PEP (GreenbullInvest) | Ex-Dividend | Jun 6, 2025 | $1.42 |
GOOG | Ex-Dividend | Jun 9, 2025 | $0.21 |
LLY | Pay Day | Jun 10, 2025 | $1.50 |
 JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT | Pay Day | Jun 12, 2025 | $0.83 |
MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
KGC (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.03 |
 KO (GreenbullInvest) | Ex-Dividend | Jun 13, 2025 | $0.51 |
GOOG | Pay Day | Jun 16, 2025 | $0.21 |
MCD (GreenbullInvest) | Pay Day | Jun 16, 2025 | $1.77 |
GS | Pay Day | Jun 27, 2025 | $3.00 |
PEP (GreenbullInvest) | Pay Day | Jun 30, 2025 | $1.42 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2025 | $0.51 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 3.4/10
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-2.67
-2.67
-3
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Beta
1.38
1.38
0
0.8
1.2
0
2
Sharpe Ratio
0.38
0.38
0
0.5
1
1.5
1.5
Sortino Ratio
0.59
0.59
0
1
2
3
3
Jensen's Alpha
-2.67
-2.67
-3
0
2
4.5
4.5
Omega Ratio
1.03
1.03
0
1
1.5
2.5
2.5
Treynor Ratio
0.57
0.57
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.79
0.79
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
33.11
High:
LLY
60.08LLYLow:
SDZNY
-27,341.67SDZNYDetails
PEG Ratio
296.88
High:
AC.PA
780.04AC.PALow:
ATO.PA
-0.06ATO.PADetails
Price/Book
10.86
High:
AAPL
44.78AAPLLow:
BNP.PA
0.75BNP.PADetails
Price/Sales
8.17
High:
NVDA
25.65NVDALow:ATO.PA
0.07ATO.PADetails
Price/CF
24.16
High:ATO.PA
180.72ATO.PALow:
GS
3.2GSDetails
Price/FCF
42.11
High:LLY
631.92LLYLow:GS
3.63GSDetails
P/E Ratio
33.11
High:LLY
60.08LLYLow:SDZNY
-27,341.67SDZNYDetails
PEG Ratio
296.88
High:AC.PA
780.04AC.PALow:ATO.PA
-0.06ATO.PADetails
Price/Book
10.86
High:AAPL
44.78AAPLLow:BNP.PA
0.75BNP.PADetails
Price/Sales
8.17
High:NVDA
25.65NVDALow:ATO.PA
0.07ATO.PADetails
Price/CF
24.16
High:ATO.PA
180.72ATO.PALow:GS
3.2GSDetails
Price/FCF
42.11
High:LLY
631.92LLYLow:GS
3.63GSDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-14.89% | Apr 2024 | Jan 2025 | 9 |
-13.61% | Feb 2025 | - | 4 |
-1.5% | Jan 2024 | Feb 2024 | 1 |