Kokokis avatar
Kokokis
🇳🇱 Value Stock Investor.
46 copiers.

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

+2.53%
Today
-8.49%
This Month
-14.42%
Year To Date
+161.76%
2 Years
+250.01%
5 Years
+62.41%
Annualized

    Diversification

    Sectors Breakdown

    • Sector
    • Total
    • 🖥️ Technology Services
      52.17%
    • 💻 Electronic Technology
      33.77%
    • 🛍️ Retail Trade
      5.61%
    • 🏥 Health Services
      5.39%
    • 🍞 Consumer Non Durables
      1.83%
    • 📊 ETFs
      1.2%
    • 💵 Cash
      0.1%

    Exchanges Breakdown

    • Exchange
    • Total
    • 🇺🇸 Nasdaq
      93.37%
    • 🇺🇸 NYSE
      5.39%
    • 🇬🇧 LSE
      1.2%

    Countries Breakdown

    • Country
    • Total
    • 🇺🇸 United States
      96.55%
    • 🇳🇱 Netherlands
      2.21%

    Dividends

    Dividend Yield

    0.28%

    7 out of 12 instruments pay dividend.

    1 dividend payments in the next 30 days.

    Highest Dividend: $UNH (1.6%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    UNH
    UNH
    0.09%
    1.6%
    $7.74
    META
    META
    0.07%
    0.39%
    $1
    MSFT
    MSFT
    0.03%
    0.91%
    $3
    GOOG
    GOOG
    0.03%
    0.54%
    $0.2
    AAPL
    AAPL
    0.03%
    0.56%
    $0.97
    ASML
    ASML
    0.02%
    0.94%
    $5.57
    NVDA
    NVDA
    0.01%
    0.04%
    $0.02

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share
    ASML
    ASML
    Ex-Dividend
    Apr 28
    $1.92
    ASML
    ASML
    Pay Day
    May 6
    $1.92
    MSFT
    MSFT
    Ex-Dividend
    May 15
    $0.83
    MSFT
    MSFT
    Pay Day
    Jun 12
    $0.83

    Performance Metrics

    Score 8.9/10

    Beta

    1.27
    1.27
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    1.68
    1.68
    0
    0.5
    1
    2
    2

    Sortino Ratio

    3.9
    3.9
    0
    1
    2
    4
    4

    Jensen's Alpha

    41.37
    41.37
    -2
    0
    2
    42
    42

    Omega Ratio

    4.34
    4.34
    0
    1
    1.5
    5
    5

    Treynor Ratio

    3.22
    3.22
    0
    0.75
    1.25
    4
    4

    Information Ratio

    1.76
    1.76
    0
    0.3
    0.6
    2
    2

    Calmar Ratio

    3.24
    3.24
    0
    0.3
    0.6
    4
    4

    Portfolio Valuation

    Based on weighted open stock positions

    P/E Ratio

    28.25

    High:avatarPLTR
    391.38
    Low:avatarGOOG
    18.36
    Details

    PEG Ratio

    124.25

    High:avatarPLTR
    348.25
    Low:avatarNVDA
    21.93
    Details

    Price/Book

    12.4

    High:avatarAAPL
    42.44
    Low:avatarUNH
    5.18
    Details

    Price/Sales

    8.03

    High:avatarPLTR
    65.3
    Low:avatarUNH
    1.22
    Details

    Price/CF

    30.07

    High:avatarPLTR
    165.72
    Low:avatarMETA
    16.66
    Details

    Price/FCF

    48.73

    High:avatarPLTR
    167.55
    Low:avatarADBE
    20.9
    Details

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -19.43%
      		Aug 2022Feb 20236
      -18.78%
      		Feb 2025-3
      -9.62%
      		Aug 2023Nov 20233
      -4.97%
      		Apr 2024May 20241
      -3.31%
      		Jul 2024Aug 20241

      Monthly Performance