Portfolio of Jaran

Jaran_30

🇲🇾 Multi-Strategy Stock Investor.

13 copiers.

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

Summary

-1.35%

Today

-0.7%

This Month

-1.52%

Year To Date

+93.18%

2 Years

+66.07%

5 Years

+14.48%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
35.89%
🖥️ Technology Services
14.66%
💻 Electronic Technology
10.56%
🪙 Cryptocurrencies
8.15%
🍞 Consumer Non Durables
6.89%
🚗 Consumer Durables
5.97%
💰 Finance
4.49%
💇‍♀️ Consumer Services
4.35%
🧬 Health Technology
2.4%
🛍️ Retail Trade
1.82%
📡 Communications
1.72%
🛠️ Producer Manufacturing
1.16%
🏥 Health Services
0.8%
⛏️ Energy Minerals
0.54%
💼 Commercial Services
0.38%
⚡ Utilities
0.22%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.26%
🇺🇸 Nasdaq
33.14%
🌍 Digital Currency
8.15%
🇭🇰 Hong Kong Exchanges
1.16%
🇫🇷 Euronext Paris
0.66%
🇩🇪 FRA
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
51.76%
🇨🇳 China
1.27%
🇳🇱 Netherlands
0.89%
🇫🇷 France
0.66%
🇩🇪 Germany
0.62%
🇮🇹 Italy
0.35%
🇨🇭 Switzerland
0.29%
🇨🇦 Canada
0.12%

Dividends

Dividend Yield

1.69%

42 out of 55 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $JEPI (7.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.28%	4.03%	-
VOO	0.16%	1.37%	-
SPY	0.16%	1.29%	-
MO	0.13%	6.92%	$3.92
HDV	0.1%	3.54%	-
PFE	0.09%	7.35%	$1.66
PEP	0.09%	4.21%	$5.15
KO	0.06%	2.81%	$1.89
T	0.05%	4.03%	$1.11
JPM	0.05%	2.02%	$4.4
O	0.04%	5.69%	$3.09
VZ	0.04%	6.27%	$2.66
BMW.DE	0.03%	5.59%	$6
IBM	0.03%	2.52%	$6.65
MCD	0.03%	2.27%	$6.53
SBUX	0.03%	2.74%	$2.24
AAPL	0.03%	0.5%	$0.97
CVX	0.03%	4.87%	$6.28
FEZ	0.03%	2.6%	-
ABBV	0.02%	3.4%	$6.06
UNH	0.02%	2.89%	$7.74
MSFT	0.02%	0.69%	$3
MC.PA	0.02%	2.76%	$13
GOOG	0.02%	0.47%	$0.2
JNJ	0.02%	3.28%	$4.81
XLE	0.02%	3.55%	-
JEPI	0.01%	7.79%	-
01211.HK	0.01%	1.05%	$3.41
META	0.01%	0.3%	$1
XLP	0.01%	2.49%	-
CRM	0.01%	0.6%	$0.4
DIS	0.01%	0.88%	$0.75
ASML	0.01%	0.79%	$5.57
NEE	0.01%	3.05%	$1.97
HSY	0.01%	3.38%	$5.12
MA	0.01%	0.49%	$2.46
LOGI	0%	1.55%	$1.18
TKO	0%	0.45%	$0.48
RACE	0%	0.67%	$2.64
XLK	0%	0.74%	-
BABA	0%	0.86%	$0.98
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
IBM	Pay Day	Jun 10, 2025	$1.68
JNJ	Pay Day	Jun 10, 2025	$1.30
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
KO	Ex-Dividend	Jun 13, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
O	Pay Day	Jun 13, 2025	$0.27
TKO	Ex-Dividend	Jun 13, 2025	$0.38
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
MO	Ex-Dividend	Jun 16, 2025	$1.02
NEE	Pay Day	Jun 16, 2025	$0.57
HSY	Pay Day	Jun 16, 2025	$1.37
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
PEP	Pay Day	Jun 30, 2025	$1.42
TKO	Pay Day	Jun 30, 2025	$0.38
KO	Pay Day	Jul 1, 2025	$0.51
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
BABA	Pay Day	Jul 10, 2025	$0.95
MO	Pay Day	Jul 10, 2025	$1.02
DIS	Pay Day	Jul 23, 2025	$0.50
JPM	Pay Day	Jul 31, 2025	$1.40

Performance Metrics

Score 4.8/10

Beta

1.33

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

0.66

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.28

0.3

0.6

Beta

1.33

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

0.66

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.28

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.04

High:

TSLA

182.61

Low:

CSIQ

-72.2

Details

PEG Ratio

758.02

High:

10,196.22

Low:

PFE

0.61

Details

Price/Book

11.07

High:

ABBV

233.02

Low:

MCD

-64.5

Details

Price/Sales

7.26

High:

NVDA

23.52

Low:

CSIQ

0.13

Details

Price/CF

22.78

High:

TTWO

18,296.3

Low:

CSIQ

4.9

Details

Price/FCF

43.48

High:

PEP

5,253.35

Low:

PYPL

10.92

Details

P/E Ratio

31.04

High:

TSLA

182.61

Low:

CSIQ

-72.2

Details

Worst Drawdowns

Depth	Start	End	Total months
-44.25%	Nov 2021	Mar 2024	28
-9.76%	May 2021	Aug 2021	3
-8.84%	Feb 2025	-	5
-6.82%	Sep 2021	Oct 2021	1
-5.65%	Apr 2024	Jul 2024	3
-2.52%	Oct 2024	Nov 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
35.89%
🖥️ Technology Services
14.66%
💻 Electronic Technology
10.56%
🪙 Cryptocurrencies
8.15%
🍞 Consumer Non Durables
6.89%
🚗 Consumer Durables
5.97%
💰 Finance
4.49%
💇‍♀️ Consumer Services
4.35%
🧬 Health Technology
2.4%
🛍️ Retail Trade
1.82%
📡 Communications
1.72%
🛠️ Producer Manufacturing
1.16%
🏥 Health Services
0.8%
⛏️ Energy Minerals
0.54%
💼 Commercial Services
0.38%
⚡ Utilities
0.22%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
56.26%
🇺🇸 Nasdaq
33.14%
🌍 Digital Currency
8.15%
🇭🇰 Hong Kong Exchanges
1.16%
🇫🇷 Euronext Paris
0.66%
🇩🇪 FRA
0.62%

Countries Breakdown

Country
Total

🇺🇸 United States
51.76%
🇨🇳 China
1.27%
🇳🇱 Netherlands
0.89%
🇫🇷 France
0.66%
🇩🇪 Germany
0.62%
🇮🇹 Italy
0.35%
🇨🇭 Switzerland
0.29%
🇨🇦 Canada
0.12%

Dividends

Dividend Yield

1.69%

42 out of 55 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $JEPI (7.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.28%	4.03%	-
VOO	0.16%	1.37%	-
SPY	0.16%	1.29%	-
MO	0.13%	6.92%	$3.92
HDV	0.1%	3.54%	-
PFE	0.09%	7.35%	$1.66
PEP	0.09%	4.21%	$5.15
KO	0.06%	2.81%	$1.89
T	0.05%	4.03%	$1.11
JPM	0.05%	2.02%	$4.4
O	0.04%	5.69%	$3.09
VZ	0.04%	6.27%	$2.66
BMW.DE	0.03%	5.59%	$6
IBM	0.03%	2.52%	$6.65
MCD	0.03%	2.27%	$6.53
SBUX	0.03%	2.74%	$2.24
AAPL	0.03%	0.5%	$0.97
CVX	0.03%	4.87%	$6.28
FEZ	0.03%	2.6%	-
ABBV	0.02%	3.4%	$6.06
UNH	0.02%	2.89%	$7.74
MSFT	0.02%	0.69%	$3
MC.PA	0.02%	2.76%	$13
GOOG	0.02%	0.47%	$0.2
JNJ	0.02%	3.28%	$4.81
XLE	0.02%	3.55%	-
JEPI	0.01%	7.79%	-
01211.HK	0.01%	1.05%	$3.41
META	0.01%	0.3%	$1
XLP	0.01%	2.49%	-
CRM	0.01%	0.6%	$0.4
DIS	0.01%	0.88%	$0.75
ASML	0.01%	0.79%	$5.57
NEE	0.01%	3.05%	$1.97
HSY	0.01%	3.38%	$5.12
MA	0.01%	0.49%	$2.46
LOGI	0%	1.55%	$1.18
TKO	0%	0.45%	$0.48
RACE	0%	0.67%	$2.64
XLK	0%	0.74%	-
BABA	0%	0.86%	$0.98
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
CVX	Pay Day	Jun 10, 2025	$1.71
IBM	Pay Day	Jun 10, 2025	$1.68
JNJ	Pay Day	Jun 10, 2025	$1.30
NVDA	Ex-Dividend	Jun 11, 2025	$0.01
MSFT	Pay Day	Jun 12, 2025	$0.83
BABA	Ex-Dividend	Jun 12, 2025	$0.95
KO	Ex-Dividend	Jun 13, 2025	$0.51
PFE	Pay Day	Jun 13, 2025	$0.43
O	Pay Day	Jun 13, 2025	$0.27
TKO	Ex-Dividend	Jun 13, 2025	$0.38
GOOG	Pay Day	Jun 16, 2025	$0.21
META	Ex-Dividend	Jun 16, 2025	$0.52
MCD	Pay Day	Jun 16, 2025	$1.77
UNH	Ex-Dividend	Jun 16, 2025	$2.21
MO	Ex-Dividend	Jun 16, 2025	$1.02
NEE	Pay Day	Jun 16, 2025	$0.57
HSY	Pay Day	Jun 16, 2025	$1.37
DIS	Ex-Dividend	Jun 24, 2025	$0.50
UNH	Pay Day	Jun 24, 2025	$2.21
META	Pay Day	Jun 26, 2025	$0.52
PEP	Pay Day	Jun 30, 2025	$1.42
TKO	Pay Day	Jun 30, 2025	$0.38
KO	Pay Day	Jul 1, 2025	$0.51
JPM	Ex-Dividend	Jul 3, 2025	$1.40
NVDA	Pay Day	Jul 3, 2025	$0.01
BABA	Pay Day	Jul 10, 2025	$0.95
MO	Pay Day	Jul 10, 2025	$1.02
DIS	Pay Day	Jul 23, 2025	$0.50
JPM	Pay Day	Jul 31, 2025	$1.40

Performance Metrics

Score 4.8/10

Beta

1.33

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

0.66

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.28

0.3

0.6

Beta

1.33

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.78

Jensen's Alpha

0.66

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.78

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.28

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.04

High:

TSLA

182.61

Low:

CSIQ

-72.2

Details

758.02

High:

10,196.22

Low:

PFE

0.61

Details

Price/Book

11.07

High:

ABBV

233.02

Low:

MCD

-64.5

Details

Price/Sales

7.26

High:

NVDA

23.52

Low:

CSIQ

0.13

Details

Price/CF

22.78

High:

TTWO

18,296.3

Low:

CSIQ

4.9

Details

Price/FCF

43.48

High:

PEP

5,253.35

Low:

PYPL

10.92

Details

Depth

Start

End

Total months

-44.25%

Nov 2021

Mar 2024

-9.76%

May 2021

Aug 2021

-8.84%

Feb 2025

-6.82%

Sep 2021

Oct 2021

-5.65%

Apr 2024

Jul 2024

-2.52%

Oct 2024

Nov 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics