Portfolio of Maurizio

Maurizio_P

🇮🇹 Stock Income Investor.

108 copiers.

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

Summary

+5.61%

This Month

+2.08%

Year To Date

+134.36%

2 Years

+410.32%

5 Years

-23.23%

10 Years

-3.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
30.96%
🖥️ Technology Services
18.26%
🚚 Transportation
7.85%
🛠️ Producer Manufacturing
7.32%
⚡ Utilities
7.2%
💰 Finance
6.26%
🧬 Health Technology
4.36%
🪙 Cryptocurrencies
3.76%
📊 ETFs
3.5%
🧩 Miscellaneous
3.05%
⛏️ Energy Minerals
2.66%
🛍️ Retail Trade
2.56%
💵 Cash
1.49%
🍞 Consumer Non Durables
1.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
40.94%
🇺🇸 NYSE
16.48%
🇮🇹 Borsa Italiana
16.2%
🇬🇧 LSE
7.01%
🇩🇪 FRA
4.27%
🌍 Digital Currency
3.76%
🇳🇱 Euronext Amsterdam
3.48%
🇫🇷 Euronext Paris
3.05%
🇨🇭 SIX
2.35%
🇸🇪 Stockholm Stock Exchange
1.45%

Countries Breakdown

Country
Total

🇺🇸 United States
46.98%
🇮🇹 Italy
16.2%
🇬🇧 United Kingdom
7.01%
🇩🇪 Germany
4.27%
🇨🇭 Switzerland
3.6%
🇳🇱 Netherlands
3.48%
🇫🇷 France
3.05%
🇹🇼 Taiwan
2.65%
🇫🇮 Finland
1.45%

Dividends

Dividend Yield

1.27%

17 out of 29 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $NDA_SE.ST (6.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ENEL.MI	0.37%	5.09%	$0.43
PST.MI	0.35%	5.25%	$0.8
SHEL.L	0.09%	3.47%	$0.8
NDA_SE.ST	0.09%	6.22%	$10.62
GS	0.09%	1.82%	$11
ROP.ZU	0.07%	3.11%	$9.6
SU.PA	0.05%	1.54%	$3.5
AZN.L	0.04%	1.77%	$2.28
LDO.MI	0.03%	1.2%	$0.28
MSFT	0.02%	0.86%	$3
ASML.NV	0.02%	0.57%	$6.1
RR.L	0.02%	0.78%	-
TSM	0.02%	0.68%	$1.74
ENR.DE	0.02%	0.39%	-
GOOGL	0.01%	0.21%	$0.2
MU	0%	0.07%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
SU.PA	Ex-Dividend	May 11, 2026	$4.94
SU.PA	Pay Day	May 13, 2026	$4.94
MSFT	Ex-Dividend	May 21, 2026	$0.91
SHEL.L	Ex-Dividend	May 21, 2026	$0.39
GS	Ex-Dividend	Jun 1, 2026	$4.50
RR.L	Pay Day	Jun 3, 2026	$0.07
GOOGL	Ex-Dividend	Jun 8, 2026	$0.22
MSFT	Pay Day	Jun 11, 2026	$0.91
TSM	Ex-Dividend	Jun 11, 2026	$0.95
GOOGL	Pay Day	Jun 15, 2026	$0.22
LDO.MI	Ex-Dividend	Jun 22, 2026	$0.74
PST.MI	Ex-Dividend	Jun 22, 2026	$1.00
LDO.MI	Pay Day	Jun 24, 2026	$0.74
PST.MI	Pay Day	Jun 24, 2026	$1.00
GS	Pay Day	Jun 29, 2026	$4.50
SHEL.L	Pay Day	Jun 29, 2026	$0.39
TSM	Pay Day	Jul 9, 2026	$0.95
ENEL.MI	Ex-Dividend	Jul 20, 2026	$0.30
ENEL.MI	Pay Day	Jul 22, 2026	$0.30

Performance Metrics

Score 3.9/10

Beta

1.42

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.33

Jensen's Alpha

-0.25

-2

4.5

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

0.81

0.75

1.25

Information Ratio

0.07

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

1.42

0.8

1.2

Sharpe Ratio

0.24

0.5

1.5

Sortino Ratio

0.33

Jensen's Alpha

-0.25

-2

4.5

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

0.81

0.75

1.25

Information Ratio

0.07

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

36.34

High:

PLTR

154.41

Low:

INTC

-175.03

Details

PEG Ratio

55.32

High:

ASML.NV

297.39

Low:

INTC

-203.35

Details

Price/Book

9.98

High:

APP

70.98

Low:

SHEL.L

1.38

Details

Price/Sales

8.61

High:

PLTR

67.45

Low:

SHEL.L

0.89

Details

Price/CF

19.65

High:

PLTR

138.09

Low:

2.27

Details