Portfolio of Jaran

Jaran_30

🇲🇾 Stock, ETF and Crypto Multi-Strategy Investor.

11 copiers.

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

Summary

+0.83%

Today

+5.02%

This Month

+7.74%

Year To Date

+103.19%

2 Years

+81.68%

5 Years

+16.85%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
34.72%
🖥️ Technology Services
14.27%
💻 Electronic Technology
10.39%
🪙 Cryptocurrencies
10.39%
🍞 Consumer Non Durables
6.57%
🚗 Consumer Durables
6.02%
💰 Finance
4.68%
💇‍♀️ Consumer Services
4.17%
🧬 Health Technology
2.38%
🛍️ Retail Trade
1.97%
📡 Communications
1.54%
🛠️ Producer Manufacturing
1.09%
🏥 Health Services
0.69%
⛏️ Energy Minerals
0.54%
💼 Commercial Services
0.36%
⚡ Utilities
0.22%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.29%
🇺🇸 Nasdaq
32.99%
🌍 Digital Currency
10.39%
🇭🇰 Hong Kong Exchanges
1.09%
🇩🇪 FRA
0.61%
🇫🇷 Euronext Paris
0.61%

Countries Breakdown

Country
Total

🇺🇸 United States
50.83%
🇨🇳 China
1.18%
🇳🇱 Netherlands
0.78%
🇩🇪 Germany
0.61%
🇫🇷 France
0.61%
🇮🇹 Italy
0.44%
🇨🇭 Switzerland
0.29%
🇨🇦 Canada
0.12%

Dividends

Dividend Yield

1.58%

42 out of 55 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $JEPI (8.01%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.26%	3.97%	-
VOO	0.15%	1.29%	-
SPY	0.14%	1.21%	-
MO	0.12%	7.03%	$3.92
HDV	0.09%	3.5%	-
PFE	0.08%	6.99%	$1.66
PEP	0.08%	3.83%	$5.15
KO	0.06%	2.88%	$1.89
O	0.05%	5.64%	$3.09
T	0.04%	4.12%	$1.11
JPM	0.04%	1.82%	$4.4
MCD	0.03%	2.35%	$6.53
VZ	0.03%	6.64%	$2.66
BMW.DE	0.03%	5.13%	$6
IBM	0.03%	2.34%	$6.65
SBUX	0.03%	2.6%	$2.24
AAPL	0.03%	0.48%	$0.97
ABBV	0.03%	3.42%	$6.06
CVX	0.02%	4.45%	$6.28
JEPI	0.02%	8.01%	-
FEZ	0.02%	2.47%	-
UNH	0.02%	3.01%	$7.74
MSFT	0.02%	0.65%	$3
MC.PA	0.02%	2.79%	$13
GOOG	0.02%	0.44%	$0.2
JNJ	0.01%	3.1%	$4.81
XLE	0.01%	3.5%	-
01211.HK	0.01%	1.14%	$3.41
META	0.01%	0.29%	$1
XLP	0.01%	2.46%	-
CRM	0.01%	0.62%	$0.4
DIS	0.01%	0.82%	$0.75
ASML	0.01%	0.83%	$5.57
NEE	0.01%	2.85%	$1.97
HSY	0.01%	3.2%	$5.12
MA	0.01%	0.53%	$2.46
LOGI	0%	1.49%	$1.18
TKO	0%	0.45%	$0.48
RACE	0%	0.64%	$2.64
XLK	0%	0.67%	-
BABA	0%	0.86%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
01211.HK	Pay Day	Jul 29, 2025	$0.55
ASML	Ex-Dividend	Jul 29, 2025	$1.86
JPM	Pay Day	Jul 31, 2025	$1.40
T	Pay Day	Aug 1, 2025	$0.28
VZ	Pay Day	Aug 1, 2025	$0.68
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML	Pay Day	Aug 6, 2025	$1.86
MA	Pay Day	Aug 8, 2025	$0.76
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ABBV	Pay Day	Aug 15, 2025	$1.64
O	Pay Day	Aug 15, 2025	$0.27
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
KO	Ex-Dividend	Sep 15, 2025	$0.51
LOGI	Ex-Dividend	Sep 23, 2025	$1.59
LOGI	Pay Day	Sep 24, 2025	$1.59
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 4.6/10

Beta

1.31

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.07

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.82

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.31

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.07

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.82

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.9

High:

TSLA

181.29

Low:

CSIQ

-80.12

Details

PEG Ratio

763.09

High:

9,978.59

Low:

PFE

0.64

Details

Price/Book

11.93

High:

ABBV

235.41

Low:

MCD

-61.5

Details

Price/Sales

7.94

High:

NVDA

28.57

Low:

CSIQ

0.14

Details

Price/CF

23.05

High:

TTWO

18,296.3

Low:

CSIQ

4.9

Details

Price/FCF

43.57

High:

PEP

5,253.35

Low:

PYPL

10.92

Details

P/E Ratio

33.9

High:

TSLA

181.29

Low:

CSIQ

-80.12

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	Jul 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
34.72%
🖥️ Technology Services
14.27%
💻 Electronic Technology
10.39%
🪙 Cryptocurrencies
10.39%
🍞 Consumer Non Durables
6.57%
🚗 Consumer Durables
6.02%
💰 Finance
4.68%
💇‍♀️ Consumer Services
4.17%
🧬 Health Technology
2.38%
🛍️ Retail Trade
1.97%
📡 Communications
1.54%
🛠️ Producer Manufacturing
1.09%
🏥 Health Services
0.69%
⛏️ Energy Minerals
0.54%
💼 Commercial Services
0.36%
⚡ Utilities
0.22%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.29%
🇺🇸 Nasdaq
32.99%
🌍 Digital Currency
10.39%
🇭🇰 Hong Kong Exchanges
1.09%
🇩🇪 FRA
0.61%
🇫🇷 Euronext Paris
0.61%

Countries Breakdown

Country
Total

🇺🇸 United States
50.83%
🇨🇳 China
1.18%
🇳🇱 Netherlands
0.78%
🇩🇪 Germany
0.61%
🇫🇷 France
0.61%
🇮🇹 Italy
0.44%
🇨🇭 Switzerland
0.29%
🇨🇦 Canada
0.12%

Dividends

Dividend Yield

1.58%

42 out of 55 instruments pay dividend.

9 dividend payments in the next 30 days.

Highest Dividend: $JEPI (8.01%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.26%	3.97%	-
VOO	0.15%	1.29%	-
SPY	0.14%	1.21%	-
MO	0.12%	7.03%	$3.92
HDV	0.09%	3.5%	-
PFE	0.08%	6.99%	$1.66
PEP	0.08%	3.83%	$5.15
KO	0.06%	2.88%	$1.89
O	0.05%	5.64%	$3.09
T	0.04%	4.12%	$1.11
JPM	0.04%	1.82%	$4.4
MCD	0.03%	2.35%	$6.53
VZ	0.03%	6.64%	$2.66
BMW.DE	0.03%	5.13%	$6
IBM	0.03%	2.34%	$6.65
SBUX	0.03%	2.6%	$2.24
AAPL	0.03%	0.48%	$0.97
ABBV	0.03%	3.42%	$6.06
CVX	0.02%	4.45%	$6.28
JEPI	0.02%	8.01%	-
FEZ	0.02%	2.47%	-
UNH	0.02%	3.01%	$7.74
MSFT	0.02%	0.65%	$3
MC.PA	0.02%	2.79%	$13
GOOG	0.02%	0.44%	$0.2
JNJ	0.01%	3.1%	$4.81
XLE	0.01%	3.5%	-
01211.HK	0.01%	1.14%	$3.41
META	0.01%	0.29%	$1
XLP	0.01%	2.46%	-
CRM	0.01%	0.62%	$0.4
DIS	0.01%	0.82%	$0.75
ASML	0.01%	0.83%	$5.57
NEE	0.01%	2.85%	$1.97
HSY	0.01%	3.2%	$5.12
MA	0.01%	0.53%	$2.46
LOGI	0%	1.49%	$1.18
TKO	0%	0.45%	$0.48
RACE	0%	0.64%	$2.64
XLK	0%	0.67%	-
BABA	0%	0.86%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
DIS	Pay Day	Jul 23, 2025	$0.50
PFE	Ex-Dividend	Jul 25, 2025	$0.43
01211.HK	Pay Day	Jul 29, 2025	$0.55
ASML	Ex-Dividend	Jul 29, 2025	$1.86
JPM	Pay Day	Jul 31, 2025	$1.40
T	Pay Day	Aug 1, 2025	$0.28
VZ	Pay Day	Aug 1, 2025	$0.68
O	Ex-Dividend	Aug 1, 2025	$0.27
ASML	Pay Day	Aug 6, 2025	$1.86
MA	Pay Day	Aug 8, 2025	$0.76
SBUX	Ex-Dividend	Aug 15, 2025	$0.61
ABBV	Pay Day	Aug 15, 2025	$1.64
O	Pay Day	Aug 15, 2025	$0.27
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
JNJ	Ex-Dividend	Aug 26, 2025	$1.30
SBUX	Pay Day	Aug 29, 2025	$0.61
PFE	Pay Day	Sep 2, 2025	$0.43
JNJ	Pay Day	Sep 9, 2025	$1.30
MSFT	Pay Day	Sep 11, 2025	$0.83
KO	Ex-Dividend	Sep 15, 2025	$0.51
LOGI	Ex-Dividend	Sep 23, 2025	$1.59
LOGI	Pay Day	Sep 24, 2025	$1.59
KO	Pay Day	Oct 1, 2025	$0.51

Performance Metrics

Score 4.6/10

Beta

1.31

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.07

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.82

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

1.31

0.8

1.2

Sharpe Ratio

0.47

0.5

1.5

Sortino Ratio

0.81

Jensen's Alpha

0.07

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.82

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.9

High:

TSLA

181.29

Low:

CSIQ

-80.12

Details

763.09

High:

9,978.59

Low:

PFE

0.64

Details

Price/Book

11.93

High:

ABBV

235.41

Low:

MCD

-61.5

Details

Price/Sales

7.94

High:

NVDA

28.57

Low:

CSIQ

0.14

Details

Price/CF

23.05

High:

TTWO

18,296.3

Low:

CSIQ

4.9

Details

Price/FCF

43.57

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

Jul 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