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

+0.13%

Today

-5.27%

This Month

-11.03%

Year To Date

+87.04%

2 Years

+50.04%

5 Years

+11.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.78%
🖥️ Technology Services
13.49%
💻 Electronic Technology
10.18%
🍞 Consumer Non Durables
7.89%
🪙 Cryptocurrencies
7.48%
🚗 Consumer Durables
5.36%
💰 Finance
4.67%
💇‍♀️ Consumer Services
4.63%
🧬 Health Technology
2.34%
📡 Communications
2%
🛍️ Retail Trade
1.75%
🛠️ Producer Manufacturing
1.22%
🏥 Health Services
1.05%
⛏️ Energy Minerals
0.64%
💼 Commercial Services
0.37%
⚡ Utilities
0.12%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
58.61%
🇺🇸 Nasdaq
31.2%
🌍 Digital Currency
7.48%
🇭🇰 Hong Kong Exchanges
1.22%
🇫🇷 Euronext Paris
0.8%
🇩🇪 FRA
0.67%

Countries Breakdown

Country
Total

🇺🇸 United States
51.48%
🇨🇳 China
1.33%
🇫🇷 France
0.8%
🇳🇱 Netherlands
0.79%
🇩🇪 Germany
0.67%
🇨🇭 Switzerland
0.29%
🇮🇹 Italy
0.28%
🇨🇦 Canada
0.09%

Dividends

Dividend Yield

1.75%

42 out of 55 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $PFE (7.63%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SCHD	0.28%	3.72%	-
VOO	0.16%	1.36%	-
SPY	0.15%	1.28%	-
MO	0.13%	6.95%	$3.92
PFE	0.11%	7.63%	$1.66
HDV	0.1%	3.37%	-
PEP	0.1%	3.79%	$5.15
KO	0.07%	2.69%	$1.89
T	0.05%	4.09%	$1.11
JPM	0.05%	2.18%	$4.4
VZ	0.04%	6.13%	$2.66
BMW.DE	0.04%	6.11%	$6
IBM	0.04%	2.8%	$6.65
MCD	0.04%	2.21%	$6.53
SBUX	0.04%	2.94%	$2.24
O	0.04%	5.42%	$3.09
AAPL	0.03%	0.51%	$0.97
CVX	0.03%	4.79%	$6.28
FEZ	0.03%	2.7%	-
MSFT	0.02%	0.88%	$3
MC.PA	0.02%	2.68%	$13
GOOG	0.02%	0.52%	$0.2
UNH	0.02%	1.85%	$7.74
ABBV	0.02%	3.69%	$6.06
JNJ	0.02%	3.19%	$4.81
META	0.01%	0.4%	$1
01211.HK	0.01%	1.09%	$3.41
XLE	0.01%	3.06%	-
CRM	0.01%	0.65%	$0.4
DIS	0.01%	1.18%	$0.75
XLP	0.01%	2.5%	-
HSY	0.01%	3.29%	$5.12
ASML	0.01%	0.9%	$5.57
MA	0.01%	0.55%	$2.46
XLF	0.01%	1.43%	-
LOGI	0.01%	1.79%	$1.18
NEE	0%	3.18%	$1.97
RACE	0%	0.7%	$2.64
TKO	0%	0.25%	$0.48
XLK	0%	0.76%	-
BABA	0%	0.9%	$0.98
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RACE	Ex-Dividend	Apr 22, 2025	$3.12
MC.PA	Ex-Dividend	Apr 24, 2025	$8.54
CRM	Pay Day	Apr 24, 2025	$0.42
MC.PA	Pay Day	Apr 28, 2025	$8.54
ASML	Ex-Dividend	Apr 28, 2025	$1.92
JPM	Pay Day	Apr 30, 2025	$1.40
MO	Pay Day	Apr 30, 2025	$1.02
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
O	Ex-Dividend	May 1, 2025	$0.27
RACE	Pay Day	May 6, 2025	$3.12
ASML	Pay Day	May 6, 2025	$1.92
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
ABBV	Pay Day	May 15, 2025	$1.64
O	Pay Day	May 15, 2025	$0.27
SBUX	Ex-Dividend	May 16, 2025	$0.61
JNJ	Ex-Dividend	May 27, 2025	$1.30
SBUX	Pay Day	May 30, 2025	$0.61
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
HDV	Pay Day	Jun 17, 2025	$-
DIS	Ex-Dividend	Jun 24, 2025	$0.50
FEZ	Pay Day	Jun 26, 2025	$-
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 4.8/10

Beta

1.34

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

0.89

-2

4.5

Omega Ratio

1.17

1.5

2.5

Treynor Ratio

0.73

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Beta

1.34

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

0.89

-2

4.5

Omega Ratio

1.17

1.5

2.5

Treynor Ratio

0.73

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.26

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.14

High:

TSLA

118.42

Low:

TKO

-667.05

Details

PEG Ratio

104.43

High:

JNJ

473.64

Low:

COIN

0.69

Details

Price/Book

9.53

High:

ABBV

91.84

Low:

MCD

-58.64

Details

Price/Sales

5.96

High:

NVDA

19.21

Low:

CSIQ

0.09

Details

Price/CF

24.67

High:

TTWO

18,296.3

Low:

4.24

Details

Price/FCF

44.97

High:

PEP

5,253.35

Low:

JPM

10.54

Details