HarshBalani avatar
HarshBalani
🇦🇪 Growth Stock Investor.
5 copiers.

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

-3.67%
Today
-2.47%
This Month
+0.64%
Year To Date
-9.46%
2 Years
-9.46%
5 Years
-18.02%
Annualized
  • HarshBalani
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🖥️ Technology Services
    41.56%
  • 💻 Electronic Technology
    16.06%
  • 🪨 Non Energy Minerals
    13.11%
  • 💵 Cash
    10.02%
  • 💰 Finance
    9.38%
  • 🛍️ Retail Trade
    7.97%
  • 🛠️ Producer Manufacturing
    1.62%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    65.09%
  • 🇺🇸 NYSE
    24.6%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    87.96%
  • 🇳🇱 Netherlands
    1.74%

Dividends

Dividend Yield

1%

12 out of 21 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $REXR (4.22%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
REXR
REXR
0.4%
4.22%
$1.6
NEM
NEM
0.31%
2.38%
$1.3
AVGO
AVGO
0.12%
1.23%
$19.7
GOOGL
GOOGL
0.05%
0.49%
$0.2
META
META
0.04%
0.34%
$1
QCOM
QCOM
0.03%
2.2%
$3.25
AMAT
AMAT
0.02%
1.07%
$1.44
ASML
ASML
0.01%
0.84%
$5.57
MSFT
MSFT
0.01%
0.84%
$3
INTU
INTU
0.01%
0.7%
$3.6
LRCX
LRCX
0%
1.21%
$8
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
MSFT
MSFT
Pay Day
Mar 13
$0.83
AMAT
AMAT
Pay Day
Mar 13
$0.40
META
META
Ex-Dividend
Mar 14
$0.52
GOOGL
GOOGL
Pay Day
Mar 17
$0.20
AVGO
AVGO
Ex-Dividend
Mar 20
$0.59
META
META
Pay Day
Mar 26
$0.52
QCOM
QCOM
Pay Day
Mar 27
$0.85
NEM
NEM
Pay Day
Mar 27
$0.25
AVGO
AVGO
Pay Day
Mar 31
$0.59
REXR
REXR
Ex-Dividend
Mar 31
$0.43
NVDA
NVDA
Pay Day
Apr 2
$0.01
LRCX
LRCX
Pay Day
Apr 9
$0.23
INTU
INTU
Ex-Dividend
Apr 10
$1.04
REXR
REXR
Pay Day
Apr 15
$0.43
INTU
INTU
Pay Day
Apr 18
$1.04
ASML
ASML
Ex-Dividend
Apr 28
$1.92
ASML
ASML
Pay Day
May 6
$1.92

Performance Metrics

Score 1.8/10

Beta

0.6
0.6
0
0.8
1.2
0
2

Sharpe Ratio

-1.77
-1.77
-2
0.5
1
1.5
1.5

Sortino Ratio

-1.8
-1.8
-2
1
2
3
3

Jensen's Alpha

-21.43
-21.43
-22
0
2
4.5
4.5

Omega Ratio

0.21
0.21
0
1
1.5
2.5
2.5

Treynor Ratio

-2.97
-2.97
-3
0.75
1.25
2
2

Information Ratio

-2.37
-2.37
-3
0.3
0.6
1
1

Calmar Ratio

-1.63
-1.63
-2
0.3
0.6
1
1

Drawdowns

  • HarshBalani
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-6.08%
Nov 2024-5

Monthly Performance