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0%
Today
-1.39%
This Month
-0.68%
Year To Date
+3.08%
2 Years
+3.08%
5 Years
+2.04%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading74.86%
- 💵 Cash22.57%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE26.64%
- 🇺🇸 Nasdaq20.32%
- 🇺🇸 Chicago Board Options Exchange9.84%
- 🇬🇧 LSE9.26%
- 🇫🇷 Euronext Paris5.35%
- 🇩🇪 FRA3.43%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States27.55%
- 🇨🇳 China5.86%
- 🇫🇷 France5.35%
- 🇬🇧 United Kingdom3.97%
- 🇩🇪 Germany3.43%
Dividends
Dividend Yield
1.23%
1 out of 1 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: RomainSoyard (1.65%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 RomainSoyard | 1.23% | 1.65% | - |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 DELL (RomainSoyard) | Ex-Dividend | Apr 22, 2025 | $0.52 |
 HSBC (RomainSoyard) | Pay Day | Apr 25, 2025 | $1.80 |
 COST (RomainSoyard) | Ex-Dividend | May 2, 2025 | $1.30 |
DELL (RomainSoyard) | Pay Day | May 2, 2025 | $0.52 |
 CS.PA (RomainSoyard) | Ex-Dividend | May 5, 2025 | $2.25 |
CS.PA (RomainSoyard) | Pay Day | May 7, 2025 | $2.25 |
COST (RomainSoyard) | Pay Day | May 16, 2025 | $1.30 |
 ITA (RomainSoyard) | Pay Day | Jun 17, 2025 | $- |
Performance Metrics
Score 2.8/10
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-6.38
-6.38
-7
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-0.38
-0.38
-1
0.75
1.25
2
2
Information Ratio
-1.71
-1.71
-2
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Beta
0.31
0.31
0
0.8
1.2
0
2
Sharpe Ratio
-0.2
-0.2
-1
0.5
1
1.5
1.5
Sortino Ratio
-0.3
-0.3
-1
1
2
3
3
Jensen's Alpha
-6.38
-6.38
-7
0
2
4.5
4.5
Omega Ratio
0.27
0.27
0
1
1.5
2.5
2.5
Treynor Ratio
-0.38
-0.38
-1
0.75
1.25
2
2
Information Ratio
-1.71
-1.71
-2
0.3
0.6
1
1
Calmar Ratio
1.03
1.03
0
0.3
0.6
2
2
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
N/A
Details
PEG Ratio
N/A
Details
Price/Book
N/A
Details
Price/Sales
N/A
Details
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-4.44% | Mar 2025 | - | 2 |
-2.76% | Aug 2024 | Jan 2025 | 5 |
-2.4% | Apr 2024 | May 2024 | 1 |
-0.98% | Jun 2024 | Jul 2024 | 1 |
-0.04% | Dec 2023 | Jan 2024 | 1 |