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Herzensmensch
🇩🇪 Stock Investor.
1 copier.

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

+0.83%
Today
-3.21%
This Month
-13.4%
Year To Date
+12.9%
2 Years
-29.43%
5 Years
-9.48%
Annualized
  • Herzensmensch
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💻 Electronic Technology
    20.91%
  • 🪙 Cryptocurrencies
    17.61%
  • 🖥️ Technology Services
    13.65%
  • 💵 Cash
    5.86%
  • 🚗 Consumer Durables
    5.65%
  • 🛍️ Retail Trade
    5.29%
  • 🛠️ Producer Manufacturing
    4.82%
  • 📡 Communications
    3.99%
  • 🍞 Consumer Non Durables
    3.8%
  • 💼 Commercial Services
    3.77%
  • ⚡ Utilities
    3.26%
  • 💰 Finance
    2.31%
  • 💇‍♀️ Consumer Services
    2.22%
  • 🧬 Health Technology
    1.8%
  • 🧪 Process Industries
    1.1%
  • ⛏️ Energy Minerals
    0.58%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    33.94%
  • 🇺🇸 NYSE
    23.45%
  • 🌍 Digital Currency
    17.61%
  • 🇩🇪 FRA
    12.05%
  • 🇭🇰 Hong Kong Exchanges
    3.72%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    45.85%
  • 🇩🇪 Germany
    12.05%
  • 🇨🇳 China
    10.7%
  • 🇮🇱 Israel
    3.42%
  • 🇨🇦 Canada
    1.1%
  • 🇸🇪 Sweden
    0.04%

Dividends

Dividend Yield

2.53%

16 out of 50 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $SSSS (143.28%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
SSSS
SSSS
1.55%
143.28%
$7.25
VOW3.DE
VOW3.DE
0.21%
8.07%
$9.06
BAS.DE
BAS.DE
0.16%
6.42%
$3.4
DTE.DE
DTE.DE
0.1%
2.6%
$0.77
NEE
NEE
0.09%
2.77%
$1.97
PG
PG
0.09%
2.28%
$3.83
MAIN
MAIN
0.06%
5.25%
$2.85
CVI.US
CVI.US
0.06%
11%
$2
TXN
TXN
0.06%
2.85%
$5.14
CSCO
CSCO
0.05%
2.59%
$1.58
POWI
POWI
0.03%
1.38%
$0.79
DIS
DIS
0.02%
0.97%
$0.75
IFX.DE
IFX.DE
0.02%
1.02%
$0.35
BC8.DE
BC8.DE
0.02%
1.82%
$0.7
TMO
TMO
0%
0.3%
$1.48
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
TMO
TMO
Ex-Dividend
Mar 14
$0.43
NEE
NEE
Pay Day
Mar 17
$0.57
MAIN
MAIN
Ex-Dividend
Mar 20
$0.30
MAIN
MAIN
Pay Day
Mar 27
$0.30
POWI
POWI
Pay Day
Mar 31
$0.21
NVDA
NVDA
Pay Day
Apr 2
$0.01
CSCO
CSCO
Ex-Dividend
Apr 3
$0.41
TMO
TMO
Pay Day
Apr 15
$0.43
CSCO
CSCO
Pay Day
Apr 23
$0.41
DIS
DIS
Ex-Dividend
Jun 24
$0.50
DIS
DIS
Pay Day
Jul 23
$0.50

Performance Metrics

Score 2.1/10

Beta

1.49
1.49
0
0.8
1.2
0
2

Sharpe Ratio

-0.16
-0.16
-1
0.5
1
1.5
1.5

Sortino Ratio

-0.23
-0.23
-1
1
2
3
3

Jensen's Alpha

-17.73
-17.73
-18
0
2
4.5
4.5

Omega Ratio

0.65
0.65
0
1
1.5
2.5
2.5

Treynor Ratio

-0.31
-0.31
-1
0.75
1.25
2
2

Information Ratio

-0.59
-0.59
-1
0.3
0.6
1
1

Calmar Ratio

-0.14
-0.14
-1
0.3
0.6
1
1

Drawdowns

  • Herzensmensch
  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-55.02%
Nov 2021-41
-18.38%
May 2021Oct 20215

Monthly Performance