JHONATELO avatar
JHONATELO
🇨🇴 Multi-Strategy Stock Investor.
2 copiers.

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

+0.51%
Today
-1.24%
This Month
+3.3%
Year To Date
+59.98%
2 Years
+848.54%
5 Years
+64.86%
Annualized
  • JHONATELO
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🖥️ Technology Services
    32.5%
  • 🍞 Consumer Non Durables
    27.62%
  • 💻 Electronic Technology
    9.68%
  • 🛠️ Producer Manufacturing
    9.19%
  • 💰 Finance
    7.9%
  • 🛍️ Retail Trade
    6.73%
  • 🚚 Transportation
    4.25%
  • 💼 Commercial Services
    2.13%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    72.2%
  • 🇺🇸 NYSE
    17.78%
  • 🇸🇪 Stockholm Stock Exchange
    7.89%
  • 🇫🇷 Euronext Paris
    2.13%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    65.4%
  • 🇸🇪 Sweden
    7.89%
  • 🇰🇾 Cayman Islands
    7.33%
  • 🇳🇱 Netherlands
    4.75%
  • 🇬🇧 United Kingdom
    4.34%
  • 🇨🇦 Canada
    4.25%
  • 🇹🇼 Taiwan
    2.44%
  • 🇫🇷 France
    2.13%
  • 🇺🇾 Uruguay
    1.47%

Dividends

Dividend Yield

0.44%

10 out of 18 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $REXR (4.24%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
CNI
CNI
0.1%
2.42%
$2.42
TEP.PA
TEP.PA
0.08%
3.79%
$3.85
META
META
0.08%
0.34%
$1
NIBEB.ST
NIBEB.ST
0.05%
0.68%
$0.65
ASML
ASML
0.04%
0.84%
$5.57
TSM
TSM
0.03%
1.21%
$1.74
REXR
REXR
0.02%
4.24%
$1.6
GOOGL
GOOGL
0.02%
0.48%
$0.2
AMAT
AMAT
0.01%
1.07%
$1.44
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
META
META
Ex-Dividend
Mar 14
$0.52
GOOGL
GOOGL
Pay Day
Mar 17
$0.20
TSM
TSM
Ex-Dividend
Mar 18
$0.69
META
META
Pay Day
Mar 26
$0.52
REXR
REXR
Ex-Dividend
Mar 31
$0.43
CNI
CNI
Pay Day
Mar 31
$0.62
NVDA
NVDA
Pay Day
Apr 2
$0.01
TSM
TSM
Pay Day
Apr 10
$0.69
REXR
REXR
Pay Day
Apr 15
$0.43
ASML
ASML
Ex-Dividend
Apr 28
$1.92
ASML
ASML
Pay Day
May 6
$1.92
AMAT
AMAT
Ex-Dividend
May 22
$0.46
TEP.PA
TEP.PA
Ex-Dividend
May 26
$4.40
TEP.PA
TEP.PA
Pay Day
May 28
$4.40
AMAT
AMAT
Pay Day
Jun 12
$0.46

Performance Metrics

Score 8/10

Beta

1.43
1.43
0
0.8
1.2
0
2

Sharpe Ratio

0.66
0.66
0
0.5
1
1.5
1.5

Sortino Ratio

3.38
3.38
0
1
2
4
4

Jensen's Alpha

77.73
77.73
-2
0
2
78
78

Omega Ratio

2.8
2.8
0
1
1.5
3
3

Treynor Ratio

4.53
4.53
0
0.75
1.25
5
5

Information Ratio

0.56
0.56
0
0.3
0.6
1
1

Calmar Ratio

0.85
0.85
0
0.3
0.6
1
1

Drawdowns

  • JHONATELO
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-67.61%
Jul 2021-45
-28.33%
Sep 2020Nov 20202
-7.48%
May 2020Jun 20201
-5%
Feb 2021Mar 20211
-3.5%
Apr 2021May 20211

Monthly Performance