Portfolio of Marcel

Marcel_79

🇩🇪 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.

Summary

-0.47%

This Month

-7.67%

Year To Date

+58.2%

2 Years

+288.57%

5 Years

+288.57%

10 Years

+51.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
37.58%
🖥️ Technology Services
33.49%
🚗 Consumer Durables
15.08%
🛍️ Retail Trade
8.48%
💵 Cash
5.45%
💰 Finance
2.52%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
85.28%
🇺🇸 NYSE
11.87%

Countries Breakdown

Country
Total

🇺🇸 United States
97.15%

Dividends

Dividend Yield

0.21%

7 out of 12 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $STAG (3.82%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GOOG	0.04%	0.28%	$0.2
BLK	0.04%	2.05%	$20.2
META	0.03%	0.32%	$1
AAPL	0.03%	0.4%	$0.97
MSFT	0.03%	0.87%	$3
STAG	0.03%	3.82%	$1.47
NVDA	0.01%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.7/10

Beta

1.65

0.8

1.2

Sharpe Ratio

1.48

0.5

Sortino Ratio

3.95

Jensen's Alpha

19.12

-2

Omega Ratio

3.71

1.5

Treynor Ratio

2.16

0.75

1.25

Information Ratio

1.2

0.3

0.6

Calmar Ratio

2.74

0.3

0.6

Beta

1.65

0.8

1.2

Sharpe Ratio

1.48

0.5

Sortino Ratio

3.95

Jensen's Alpha

19.12

-2

Omega Ratio

3.71

1.5

Treynor Ratio

2.16

0.75

1.25

Information Ratio

1.2

0.3

0.6

Calmar Ratio

2.74

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.2

High:

AXON

379.71

Low:

23.43

Details

PEG Ratio

74.01

High:

AAPL

130.44

Low:

RDDT

28.34

Details

Price/Book

13.95

High:

AAPL

43.97

Low:

STAG

2.09

Details

Price/Sales

10.42

High:

NVDA

20.37

Low:

2.57

Details

Price/CF

30.03

High:

AXON

222.56

Low:

META

14.62

Details