Investin-quality avatar
Investin-quality
🇫🇮 Multi-Strategy Stock Investor.
4 copiers.

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

-0.4%
Today
+0.05%
This Month
+3.95%
Year To Date
+22.9%
2 Years
+22.9%
5 Years
+14.73%
Annualized
  • Investin-quality
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💵 Cash
    42.63%
  • 🍞 Consumer Non Durables
    10.78%
  • 💻 Electronic Technology
    9.7%
  • 📊 ETFs
    6.47%
  • 🖥️ Technology Services
    6.29%
  • 🛍️ Retail Trade
    5.78%
  • 🧬 Health Technology
    4.69%
  • 💰 Finance
    4.28%
  • 🪨 Non Energy Minerals
    4.03%
  • 🚚 Transportation
    2.47%
  • 💇‍♀️ Consumer Services
    1.17%
  • 🧪 Process Industries
    0.52%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    12.66%
  • 🇺🇸 Nasdaq
    12.32%
  • 🇭🇰 Hong Kong Exchanges
    8.85%
  • 🇬🇧 LSE
    7.48%
  • 🇫🇷 Euronext Paris
    4.83%
  • 🇩🇪 Xetra ETFs
    3.5%
  • 🇸🇪 Stockholm Stock Exchange
    2.14%
  • 🇳🇱 Euronext Amsterdam
    2.13%
  • 🇦🇺 Sydney
    1.19%
  • 🇨🇭 SIX
    1.08%

Countries Breakdown

  • Country
  • Total
  • 🇨🇳 China
    10.99%
  • 🇺🇸 United States
    9.19%
  • 🇫🇷 France
    3.96%
  • 🇬🇧 United Kingdom
    3.34%
  • 🇳🇱 Netherlands
    3%
  • 🇹🇼 Taiwan
    2.18%
  • 🇸🇪 Sweden
    2.14%
  • 🇺🇾 Uruguay
    1.98%
  • 🇮🇪 Ireland
    1.84%
  • 🇧🇷 Brazil
    1.37%
  • 🇨🇦 Canada
    1.35%
  • 🇭🇰 Hong Kong
    1.35%
  • 🇦🇺 Australia
    1.19%
  • 🇰🇷 South Korea
    1.17%
  • 🇸🇬 Singapore
    1.13%
  • 🇨🇭 Switzerland
    1.08%
  • 🇮🇱 Israel
    0.71%
  • 🇰🇾 Cayman Islands
    0.66%
  • 🇱🇺 Luxembourg
    0.57%
  • 🇨🇱 Chile
    0.52%

Dividends

Dividend Yield

1.11%

33 out of 49 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $FMG.ASX (8.81%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
VALE
VALE
0.1%
7.58%
$1.33
RIO.L
RIO.L
0.1%
6.45%
$3.41
O
O
0.06%
5.36%
$3.09
HII
HII
0.05%
2.7%
$5.14
FMG.ASX
FMG.ASX
0.04%
8.81%
$2.08
0992.HK
0992.HK
0.04%
3.1%
$0.38
02020.HK
02020.HK
0.04%
2.43%
$1.97
2331.HK
2331.HK
0.04%
3.46%
$0.6
OR.PA
OR.PA
0.04%
1.93%
$6.6
AZN.L
AZN.L
0.04%
2.09%
$2.28
PEP
PEP
0.04%
3.51%
$5.15
NESN.ZU
NESN.ZU
0.04%
3.39%
$3
BHP.ASX
BHP.ASX
0.03%
4.84%
$2.35
CNI
CNI
0.03%
2.35%
$2.42
SMSN.L
SMSN.L
0.03%
2.62%
$23.68
2628.HK
2628.HK
0.03%
2.87%
$0.47
GIS
GIS
0.03%
3.72%
$2.36
MC.PA
MC.PA
0.03%
2.07%
$13
MDLZ
MDLZ
0.03%
2.71%
$1.7
NTES
NTES
0.03%
2.51%
$2.58
MRK
MRK
0.03%
3.34%
$3.04
TSM
TSM
0.03%
1.17%
$1.74
9618.HK
9618.HK
0.03%
2.4%
$2.97
EVO.ST
EVO.ST
0.02%
3.82%
$31.03
INVE-A.ST
INVE-A.ST
0.02%
1.6%
$4.8
IDEM.L
IDEM.L
0.02%
1.23%
-
ASML.NV
ASML.NV
0.02%
0.99%
$6.1
YUMC
YUMC
0.02%
1.45%
$0.58
SQM
SQM
0.02%
3.24%
$1.36
KER.PA
KER.PA
0.01%
2.41%
$14
STMPA.PA
STMPA.PA
0.01%
1.43%
$0.28
9988.HK
9988.HK
0.01%
0.73%
$0.98
0700.HK
0700.HK
0.01%
0.66%
$3.4

Next Dividends

Instrument
Type
Date
Pay Per Share
HII
HII
Pay Day
Mar 14
$1.35
O
O
Pay Day
Mar 14
$0.27
MRK
MRK
Ex-Dividend
Mar 17
$0.81
TSM
TSM
Ex-Dividend
Mar 18
$0.69
NTES
NTES
Pay Day
Mar 20
$1.22
AZN.L
AZN.L
Pay Day
Mar 24
$2.10
STMPA.PA
STMPA.PA
Ex-Dividend
Mar 24
$0.09
STMPA.PA
STMPA.PA
Pay Day
Mar 26
$0.09
YUMC
YUMC
Pay Day
Mar 27
$0.24
BHP.ASX
BHP.ASX
Pay Day
Mar 27
$0.50
FMG.ASX
FMG.ASX
Pay Day
Mar 27
$0.32
PEP
PEP
Pay Day
Mar 31
$1.36
MDLZ
MDLZ
Ex-Dividend
Mar 31
$0.47
CNI
CNI
Pay Day
Mar 31
$0.62
MRK
MRK
Pay Day
Apr 7
$0.81
GIS
GIS
Ex-Dividend
Apr 10
$0.60
TSM
TSM
Pay Day
Apr 10
$0.69
MDLZ
MDLZ
Pay Day
Apr 14
$0.47
RIO.L
RIO.L
Pay Day
Apr 17
$2.25
GIS
GIS
Pay Day
May 1
$0.60
KER.PA
KER.PA
Ex-Dividend
May 5
$4.13
OR.PA
OR.PA
Ex-Dividend
May 5
$7.25
KER.PA
KER.PA
Pay Day
May 7
$4.13
OR.PA
OR.PA
Pay Day
May 7
$7.25

Performance Metrics

Score 3.9/10

Beta

0.83
0.83
0
0.8
1.2
0
2

Sharpe Ratio

0.62
0.62
0
0.5
1
1.5
1.5

Sortino Ratio

1.08
1.08
0
1
2
3
3

Jensen's Alpha

-5.6
-5.6
-6
0
2
4.5
4.5

Omega Ratio

0.37
0.37
0
1
1.5
2.5
2.5

Treynor Ratio

0.71
0.71
0
0.75
1.25
2
2

Information Ratio

-1.61
-1.61
-2
0.3
0.6
1
1

Calmar Ratio

1.35
1.35
0
0.3
0.6
2
2

Drawdowns

  • Investin-quality
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-8.81%
Aug 2023Dec 20234
-4.08%
Apr 2024Jun 20242
-2.47%
Oct 2024Nov 20241
-2.06%
Dec 2024Jan 20251
-0.69%
Jul 2024Aug 20241
-0.53%
Feb 2025-2
-0.3%
Jan 2024Feb 20241

Monthly Performance