Portfolio of MichalSvanda on eToro

MichalSvanda

🇨🇿 Value Stock Investor.

3 copiers.

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

Summary

Today

-6.17%

This Month

-4.58%

Year To Date

+16.04%

2 Years

+89.51%

5 Years

+14.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
13.63%
💰 Finance
13.62%
🛍️ Retail Trade
10.27%
💻 Electronic Technology
10.15%
🖥️ Technology Services
9.25%
💇‍♀️ Consumer Services
8.36%
🚗 Consumer Durables
8.03%
🛠️ Producer Manufacturing
5.49%
🚚 Transportation
4.99%
⛏️ Energy Minerals
3.9%
🧬 Health Technology
2.65%
📡 Communications
1.91%
🪨 Non Energy Minerals
1.46%
📦 Distribution Services
1.43%
🧩 Miscellaneous
1.37%
🏭 Industrial Services
0.87%
💼 Commercial Services
0.75%
🧪 Process Industries
0.74%
⚡ Utilities
0.62%
🏥 Health Services
0.31%
💵 Cash
0.23%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.93%
🇺🇸 Nasdaq
23.05%
🇩🇪 FRA
12.65%
🇬🇧 LSE
4.17%
🇫🇷 Euronext Paris
4.09%
🇭🇰 Hong Kong Exchanges
3.35%
🇨🇭 SIX
1.69%
🇩🇰 Copenhagen Stock Exchange
0.67%
🇸🇪 Stockholm Stock Exchange
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
60.96%
🇩🇪 Germany
12.65%
🇨🇳 China
8.11%
🇬🇧 United Kingdom
4.85%
🇫🇷 France
3.75%
🇨🇭 Switzerland
1.69%
🇨🇦 Canada
1.43%
🇮🇱 Israel
1.2%
🇧🇲 Bermuda
0.92%
🇳🇱 Netherlands
0.92%
🇧🇪 Belgium
0.71%
🇩🇰 Denmark
0.67%
🇧🇷 Brazil
0.61%
🇭🇰 Hong Kong
0.54%
🇹🇼 Taiwan
0.3%
🇸🇪 Sweden
0.19%
🇫🇮 Finland
0.18%

Dividends

Dividend Yield

3.76%

126 out of 162 instruments pay dividend.

27 dividend payments in the next 30 days.

Highest Dividend: $WDI.DE (1212.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.58%	51.78%	$0.23
WBA	0.15%	9.18%	$1.46
B4B.DE	0.13%	10.22%	$0.55
O	0.09%	5.42%	$3.09
WDI.DE	0.09%	1212.12%	$0.2
AMUN.PA	0.09%	6.32%	$4.1
VOW3.DE	0.08%	7.1%	$9.06
GOGL.US	0.08%	14.66%	$0.8
KHC	0.08%	5.43%	$1.6
MO	0.07%	6.95%	$3.92
BAS.DE	0.07%	5.37%	$3.4
MAERSKB.CO	0.07%	10.45%	$515
FR.PA	0.06%	5.24%	$0.4
PFE	0.06%	7.63%	$1.66
PEP	0.06%	3.79%	$5.15
WHR	0.06%	8.88%	$7
NESN.ZU	0.06%	3.47%	$3
HLAG.DE	0.06%	6.1%	$9.25
SPG	0.06%	5.49%	$7.75
MMM	0.05%	2.17%	$5.21
CIG	0.05%	10.94%	$0.15
OHI	0.05%	6.95%	$2.68
BTI	0.05%	6.98%	$2.92
SWK	0.05%	5.72%	$3.24
STLA.US	0.04%	7.47%	$1.71
BAC	0.04%	2.73%	$0.96
USB	0.04%	5.21%	$1.94
CVS	0.04%	3.95%	$2.54
SU	0.04%	4.49%	$1.59
PAH3.DE	0.04%	5.68%	$2.56
M	0.03%	6.32%	$0.68
F	0.03%	7.79%	$0.78
SBUX	0.03%	2.94%	$2.24
P911.DE	0.03%	5.3%	$2.31
RNO.PA	0.03%	5.01%	$1.85
GBF.DE	0.03%	3.46%	$1.8
CON.DE	0.03%	3.87%	$2.2
REXR	0.03%	5.2%	$1.6
PNC	0.03%	4.2%	$6.2
C	0.03%	3.54%	$2.12
VZ	0.03%	6.13%	$2.66
XOM	0.03%	3.63%	$3.76
BP.L	0.03%	6.73%	$0.23
T	0.03%	4.09%	$1.11
RR.L	0.03%	0.84%	-
MBG.DE	0.02%	8.57%	$5.3
RCO.PA	0.02%	4.56%	$2
CVX	0.02%	4.79%	$6.28
GAP	0.02%	3.21%	$0.6
PSX	0.02%	4.64%	$4.3
KO	0.02%	2.69%	$1.89
INTC	0.02%	2.64%	$0.5
KMB	0.02%	3.45%	$4.8
PM	0.02%	3.28%	$5.2
PUM.DE	0.02%	2.96%	$0.82
BABA	0.02%	0.9%	$0.98
SIRI	0.02%	5.3%	$0.1
LHA.DE	0.02%	4.88%	$0.3
OXY	0.02%	2.27%	$0.8
NWG.L	0.02%	4.68%	$0.17
ALB	0.02%	3.05%	$1.6
BOSS.DE	0.02%	4.13%	$1.35
PARA	0.02%	1.83%	$0.2
DIS	0.02%	1.18%	$0.75
JPM	0.02%	2.18%	$4.4
AEO	0.02%	4.66%	$0.48
CLX	0.01%	3.49%	$4.8
NKE	0.01%	2.76%	$1.45
OMC	0.01%	3.82%	$2.8
FDX	0.01%	2.66%	$5.16
HEN3.DE	0.01%	3.04%	$1.85
META	0.01%	0.4%	$1
CINF	0.01%	2.5%	$3.12
RTX	0.01%	1.96%	$2.44
BUD	0.01%	1.6%	$0.65
SYF	0.01%	2.09%	$1
ITUB	0.01%	5.62%	$0.15
KR	0.01%	1.8%	$1.16
BMW.DE	0.01%	6.11%	$6
HM-B.ST	0.01%	4.87%	$6.5
WFC	0.01%	2.4%	$1.4
00019.HK	0.01%	5.24%	$3.2
00017.HK	0.01%	10.18%	$0.5
HPQ	0.01%	4.74%	$1.1
CSCO	0.01%	2.89%	$1.58
GOLD.BARRICK	0.01%	1.91%	$0.4
EZJ.L	0.01%	2.59%	$0.05
AFL	0.01%	1.94%	$1.84
SIG	0.01%	2.15%	$1.04
JNJ	0.01%	3.19%	$4.81
LEG	0.01%	2.91%	$1.43
RCL	0.01%	0.88%	-
GS	0.01%	2.36%	$11
GIS	0.01%	4.17%	$2.36
MRK	0.01%	4.05%	$3.04
LOW	0.01%	2.1%	$4.45
HST	0.01%	5.86%	$0.78
00175.HK	0.01%	2.14%	$0.22
QSR	0.01%	3.64%	$2.26
BAYN.DE	0.01%	0.52%	$0.11
SO	0.01%	3.14%	$2.82
9988.HK	0.01%	0.9%	$0.98
MSFT	0.01%	0.88%	$3
AAPL	0.01%	0.51%	$0.97
LVS	0.01%	2.59%	$0.8
AIR.PA	0%	1.47%	$1.8
GPC	0%	3.53%	$3.9
GOOG	0%	0.52%	$0.2
ADS.DE	0%	1.01%	$0.7
TSM	0%	1.35%	$1.74
NUE	0%	1.97%	$2.13
X	0%	0.48%	$0.2
TRV	0%	1.66%	$4.05
NOK	0%	1.97%	$0.1
HOG	0%	3.1%	$0.68
AMAT	0%	1.21%	$1.44
GE	0%	0.81%	$0.44
GM	0%	1.08%	$0.42
GD	0%	2.09%	$5.48
V	0%	0.67%	$2.01
01928.HK	0%	1.93%	-
CNK	0%	0.28%	-
MA	0%	0.55%	$2.46
PVH	0%	0.22%	$0.15
GEHC	0%	0.21%	$0.12
GEV	0%	0.15%	-

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Ex-Dividend	Apr 22, 2025	$1.04
CVS	Ex-Dividend	Apr 22, 2025	$0.66
CSCO	Pay Day	Apr 23, 2025	$0.41
LOW	Ex-Dividend	Apr 23, 2025	$1.15
CLX	Ex-Dividend	Apr 23, 2025	$1.22
AIR.PA	Pay Day	Apr 24, 2025	$1.04
GE	Pay Day	Apr 25, 2025	$0.36
GEHC	Ex-Dividend	Apr 25, 2025	$0.04
SIG	Ex-Dividend	Apr 25, 2025	$0.32
AEO	Pay Day	Apr 25, 2025	$0.12
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
CON.DE	Ex-Dividend	Apr 28, 2025	$2.63
NWG.L	Pay Day	Apr 28, 2025	$0.20
JPM	Pay Day	Apr 30, 2025	$1.40
GAP	Pay Day	Apr 30, 2025	$0.16
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
CON.DE	Pay Day	Apr 30, 2025	$2.63
MOMO	Pay Day	Apr 30, 2025	$0.30
MO	Pay Day	Apr 30, 2025	$1.02
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
CVS	Pay Day	May 1, 2025	$0.66
GIS	Pay Day	May 1, 2025	$0.60
O	Ex-Dividend	May 1, 2025	$0.27
C	Ex-Dividend	May 5, 2025	$0.56
PNC	Pay Day	May 5, 2025	$1.60
LOW	Pay Day	May 7, 2025	$1.15
BUD	Ex-Dividend	May 7, 2025	$0.79
RNO.PA	Ex-Dividend	May 8, 2025	$2.30
HM-B.ST	Ex-Dividend	May 8, 2025	$0.31
MA	Pay Day	May 9, 2025	$0.76
GD	Pay Day	May 9, 2025	$1.50
CLX	Pay Day	May 9, 2025	$1.22
00019.HK	Pay Day	May 9, 2025	$0.27
SIRI	Ex-Dividend	May 9, 2025	$0.27
RNO.PA	Pay Day	May 12, 2025	$2.30
NUE	Pay Day	May 12, 2025	$0.55
HM-B.ST	Pay Day	May 14, 2025	$0.31
MSFT	Ex-Dividend	May 15, 2025	$0.83
KR	Ex-Dividend	May 15, 2025	$0.32
GEHC	Pay Day	May 15, 2025	$0.04
O	Pay Day	May 15, 2025	$0.27
SBUX	Ex-Dividend	May 16, 2025	$0.61
ADS.DE	Ex-Dividend	May 16, 2025	$2.19
WHR	Ex-Dividend	May 16, 2025	$1.75
BOSS.DE	Ex-Dividend	May 16, 2025	$1.52
GEV	Pay Day	May 16, 2025	$0.25
ADS.DE	Pay Day	May 20, 2025	$2.19
BOSS.DE	Pay Day	May 20, 2025	$1.52
AMAT	Ex-Dividend	May 22, 2025	$0.46
PUM.DE	Ex-Dividend	May 22, 2025	$0.66
C	Pay Day	May 23, 2025	$0.56
SIG	Pay Day	May 23, 2025	$0.32
FR.PA	Ex-Dividend	May 26, 2025	$0.45
PUM.DE	Pay Day	May 26, 2025	$0.66
JNJ	Ex-Dividend	May 27, 2025	$1.30
FR.PA	Pay Day	May 28, 2025	$0.45
01928.HK	Ex-Dividend	May 28, 2025	$0.03
SIRI	Pay Day	May 28, 2025	$0.27
SBUX	Pay Day	May 30, 2025	$0.61
GS	Ex-Dividend	May 30, 2025	$3.00
KR	Pay Day	Jun 1, 2025	$0.32
BUD	Pay Day	Jun 6, 2025	$0.79
JNJ	Pay Day	Jun 10, 2025	$1.30
TRV	Ex-Dividend	Jun 10, 2025	$1.10
AMUN.PA	Ex-Dividend	Jun 10, 2025	$4.39
00175.HK	Ex-Dividend	Jun 11, 2025	$0.04
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
AMUN.PA	Pay Day	Jun 12, 2025	$4.39
WHR	Pay Day	Jun 15, 2025	$1.75
01928.HK	Pay Day	Jun 20, 2025	$0.03
DIS	Ex-Dividend	Jun 24, 2025	$0.50
GS	Pay Day	Jun 27, 2025	$3.00
BTI	Ex-Dividend	Jun 27, 2025	$0.75
TRV	Pay Day	Jun 30, 2025	$1.10
REXR	Ex-Dividend	Jun 30, 2025	$0.43
TSM	Pay Day	Jul 10, 2025	$0.68
REXR	Pay Day	Jul 15, 2025	$0.43
DIS	Pay Day	Jul 23, 2025	$0.50
00175.HK	Pay Day	Jul 25, 2025	$0.04
BTI	Pay Day	Aug 6, 2025	$0.75

Performance Metrics

Score 6.1/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.81

-2

4.5

Omega Ratio

1.22

1.5

2.5

Treynor Ratio

1.15

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.81

-2

4.5

Omega Ratio

1.22

1.5

2.5

Treynor Ratio

1.15

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.12

High:

PLTR

495.93

Low:

COTY

-7,883.33

Details

PEG Ratio

106.53

High:

CON.DE

1,102.58

Low:

ASAN

-293.22

Details

Price/Book

3.9

High:

72.91

Low:

CLX

-419.85

Details

Price/Sales

2.73

High:

PLTR

82.74

Low:

WDI.DE

0.03

Details

Price/CF

14.92

High:

ASAN

330.83

Low:

ZIM

0.79

Details

Price/FCF

30.5

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

P/E Ratio

22.12

High:

PLTR

495.93

Low:

COTY

-7,883.33

Details

PEG Ratio

106.53

High:

CON.DE

1,102.58

Low:

ASAN

-293.22

Details

Worst Drawdowns

Depth	Start	End	Total months
-29.1%	Jul 2021	Mar 2024	32
-11.09%	Mar 2025	-	2
-8.31%	Mar 2020	Apr 2020	1
-4.37%	Apr 2024	Sep 2024	5
-3.97%	Sep 2020	Nov 2020	2
-3.13%	Dec 2024	Jan 2025	1
-2.25%	Oct 2024	Nov 2024	1
-0.27%	Jul 2020	Aug 2020	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
13.63%
💰 Finance
13.62%
🛍️ Retail Trade
10.27%
💻 Electronic Technology
10.15%
🖥️ Technology Services
9.25%
💇‍♀️ Consumer Services
8.36%
🚗 Consumer Durables
8.03%
🛠️ Producer Manufacturing
5.49%
🚚 Transportation
4.99%
⛏️ Energy Minerals
3.9%
🧬 Health Technology
2.65%
📡 Communications
1.91%
🪨 Non Energy Minerals
1.46%
📦 Distribution Services
1.43%
🧩 Miscellaneous
1.37%
🏭 Industrial Services
0.87%
💼 Commercial Services
0.75%
🧪 Process Industries
0.74%
⚡ Utilities
0.62%
🏥 Health Services
0.31%
💵 Cash
0.23%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
49.93%
🇺🇸 Nasdaq
23.05%
🇩🇪 FRA
12.65%
🇬🇧 LSE
4.17%
🇫🇷 Euronext Paris
4.09%
🇭🇰 Hong Kong Exchanges
3.35%
🇨🇭 SIX
1.69%
🇩🇰 Copenhagen Stock Exchange
0.67%
🇸🇪 Stockholm Stock Exchange
0.19%

Countries Breakdown

Country
Total

🇺🇸 United States
60.96%
🇩🇪 Germany
12.65%
🇨🇳 China
8.11%
🇬🇧 United Kingdom
4.85%
🇫🇷 France
3.75%
🇨🇭 Switzerland
1.69%
🇨🇦 Canada
1.43%
🇮🇱 Israel
1.2%
🇧🇲 Bermuda
0.92%
🇳🇱 Netherlands
0.92%
🇧🇪 Belgium
0.71%
🇩🇰 Denmark
0.67%
🇧🇷 Brazil
0.61%
🇭🇰 Hong Kong
0.54%
🇹🇼 Taiwan
0.3%
🇸🇪 Sweden
0.19%
🇫🇮 Finland
0.18%

Dividends

Dividend Yield

3.76%

126 out of 162 instruments pay dividend.

27 dividend payments in the next 30 days.

Highest Dividend: $WDI.DE (1212.12%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.58%	51.78%	$0.23
WBA	0.15%	9.18%	$1.46
B4B.DE	0.13%	10.22%	$0.55
O	0.09%	5.42%	$3.09
WDI.DE	0.09%	1212.12%	$0.2
AMUN.PA	0.09%	6.32%	$4.1
VOW3.DE	0.08%	7.1%	$9.06
GOGL.US	0.08%	14.66%	$0.8
KHC	0.08%	5.43%	$1.6
MO	0.07%	6.95%	$3.92
BAS.DE	0.07%	5.37%	$3.4
MAERSKB.CO	0.07%	10.45%	$515
FR.PA	0.06%	5.24%	$0.4
PFE	0.06%	7.63%	$1.66
PEP	0.06%	3.79%	$5.15
WHR	0.06%	8.88%	$7
NESN.ZU	0.06%	3.47%	$3
HLAG.DE	0.06%	6.1%	$9.25
SPG	0.06%	5.49%	$7.75
MMM	0.05%	2.17%	$5.21
CIG	0.05%	10.94%	$0.15
OHI	0.05%	6.95%	$2.68
BTI	0.05%	6.98%	$2.92
SWK	0.05%	5.72%	$3.24
STLA.US	0.04%	7.47%	$1.71
BAC	0.04%	2.73%	$0.96
USB	0.04%	5.21%	$1.94
CVS	0.04%	3.95%	$2.54
SU	0.04%	4.49%	$1.59
PAH3.DE	0.04%	5.68%	$2.56
M	0.03%	6.32%	$0.68
F	0.03%	7.79%	$0.78
SBUX	0.03%	2.94%	$2.24
P911.DE	0.03%	5.3%	$2.31
RNO.PA	0.03%	5.01%	$1.85
GBF.DE	0.03%	3.46%	$1.8
CON.DE	0.03%	3.87%	$2.2
REXR	0.03%	5.2%	$1.6
PNC	0.03%	4.2%	$6.2
C	0.03%	3.54%	$2.12
VZ	0.03%	6.13%	$2.66
XOM	0.03%	3.63%	$3.76
BP.L	0.03%	6.73%	$0.23
T	0.03%	4.09%	$1.11
RR.L	0.03%	0.84%	-
MBG.DE	0.02%	8.57%	$5.3
RCO.PA	0.02%	4.56%	$2
CVX	0.02%	4.79%	$6.28
GAP	0.02%	3.21%	$0.6
PSX	0.02%	4.64%	$4.3
KO	0.02%	2.69%	$1.89
INTC	0.02%	2.64%	$0.5
KMB	0.02%	3.45%	$4.8
PM	0.02%	3.28%	$5.2
PUM.DE	0.02%	2.96%	$0.82
BABA	0.02%	0.9%	$0.98
SIRI	0.02%	5.3%	$0.1
LHA.DE	0.02%	4.88%	$0.3
OXY	0.02%	2.27%	$0.8
NWG.L	0.02%	4.68%	$0.17
ALB	0.02%	3.05%	$1.6
BOSS.DE	0.02%	4.13%	$1.35
PARA	0.02%	1.83%	$0.2
DIS	0.02%	1.18%	$0.75
JPM	0.02%	2.18%	$4.4
AEO	0.02%	4.66%	$0.48
CLX	0.01%	3.49%	$4.8
NKE	0.01%	2.76%	$1.45
OMC	0.01%	3.82%	$2.8
FDX	0.01%	2.66%	$5.16
HEN3.DE	0.01%	3.04%	$1.85
META	0.01%	0.4%	$1
CINF	0.01%	2.5%	$3.12
RTX	0.01%	1.96%	$2.44
BUD	0.01%	1.6%	$0.65
SYF	0.01%	2.09%	$1
ITUB	0.01%	5.62%	$0.15
KR	0.01%	1.8%	$1.16
BMW.DE	0.01%	6.11%	$6
HM-B.ST	0.01%	4.87%	$6.5
WFC	0.01%	2.4%	$1.4
00019.HK	0.01%	5.24%	$3.2
00017.HK	0.01%	10.18%	$0.5
HPQ	0.01%	4.74%	$1.1
CSCO	0.01%	2.89%	$1.58
GOLD.BARRICK	0.01%	1.91%	$0.4
EZJ.L	0.01%	2.59%	$0.05
AFL	0.01%	1.94%	$1.84
SIG	0.01%	2.15%	$1.04
JNJ	0.01%	3.19%	$4.81
LEG	0.01%	2.91%	$1.43
RCL	0.01%	0.88%	-
GS	0.01%	2.36%	$11
GIS	0.01%	4.17%	$2.36
MRK	0.01%	4.05%	$3.04
LOW	0.01%	2.1%	$4.45
HST	0.01%	5.86%	$0.78
00175.HK	0.01%	2.14%	$0.22
QSR	0.01%	3.64%	$2.26
BAYN.DE	0.01%	0.52%	$0.11
SO	0.01%	3.14%	$2.82
9988.HK	0.01%	0.9%	$0.98
MSFT	0.01%	0.88%	$3
AAPL	0.01%	0.51%	$0.97
LVS	0.01%	2.59%	$0.8
AIR.PA	0%	1.47%	$1.8
GPC	0%	3.53%	$3.9
GOOG	0%	0.52%	$0.2
ADS.DE	0%	1.01%	$0.7
TSM	0%	1.35%	$1.74
NUE	0%	1.97%	$2.13
X	0%	0.48%	$0.2
TRV	0%	1.66%	$4.05
NOK	0%	1.97%	$0.1
HOG	0%	3.1%	$0.68
AMAT	0%	1.21%	$1.44
GE	0%	0.81%	$0.44
GM	0%	1.08%	$0.42
GD	0%	2.09%	$5.48
V	0%	0.67%	$2.01
01928.HK	0%	1.93%	-
CNK	0%	0.28%	-
MA	0%	0.55%	$2.46
PVH	0%	0.22%	$0.15
GEHC	0%	0.21%	$0.12
GEV	0%	0.15%	-

Next Dividends

Stock	Type	Date	Pay Per Share
AIR.PA	Ex-Dividend	Apr 22, 2025	$1.04
CVS	Ex-Dividend	Apr 22, 2025	$0.66
CSCO	Pay Day	Apr 23, 2025	$0.41
LOW	Ex-Dividend	Apr 23, 2025	$1.15
CLX	Ex-Dividend	Apr 23, 2025	$1.22
AIR.PA	Pay Day	Apr 24, 2025	$1.04
GE	Pay Day	Apr 25, 2025	$0.36
GEHC	Ex-Dividend	Apr 25, 2025	$0.04
SIG	Ex-Dividend	Apr 25, 2025	$0.32
AEO	Pay Day	Apr 25, 2025	$0.12
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
CON.DE	Ex-Dividend	Apr 28, 2025	$2.63
NWG.L	Pay Day	Apr 28, 2025	$0.20
JPM	Pay Day	Apr 30, 2025	$1.40
GAP	Pay Day	Apr 30, 2025	$0.16
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
CON.DE	Pay Day	Apr 30, 2025	$2.63
MOMO	Pay Day	Apr 30, 2025	$0.30
MO	Pay Day	Apr 30, 2025	$1.02
T	Pay Day	May 1, 2025	$0.28
VZ	Pay Day	May 1, 2025	$0.68
CVS	Pay Day	May 1, 2025	$0.66
GIS	Pay Day	May 1, 2025	$0.60
O	Ex-Dividend	May 1, 2025	$0.27
C	Ex-Dividend	May 5, 2025	$0.56
PNC	Pay Day	May 5, 2025	$1.60
LOW	Pay Day	May 7, 2025	$1.15
BUD	Ex-Dividend	May 7, 2025	$0.79
RNO.PA	Ex-Dividend	May 8, 2025	$2.30
HM-B.ST	Ex-Dividend	May 8, 2025	$0.31
MA	Pay Day	May 9, 2025	$0.76
GD	Pay Day	May 9, 2025	$1.50
CLX	Pay Day	May 9, 2025	$1.22
00019.HK	Pay Day	May 9, 2025	$0.27
SIRI	Ex-Dividend	May 9, 2025	$0.27
RNO.PA	Pay Day	May 12, 2025	$2.30
NUE	Pay Day	May 12, 2025	$0.55
HM-B.ST	Pay Day	May 14, 2025	$0.31
MSFT	Ex-Dividend	May 15, 2025	$0.83
KR	Ex-Dividend	May 15, 2025	$0.32
GEHC	Pay Day	May 15, 2025	$0.04
O	Pay Day	May 15, 2025	$0.27
SBUX	Ex-Dividend	May 16, 2025	$0.61
ADS.DE	Ex-Dividend	May 16, 2025	$2.19
WHR	Ex-Dividend	May 16, 2025	$1.75
BOSS.DE	Ex-Dividend	May 16, 2025	$1.52
GEV	Pay Day	May 16, 2025	$0.25
ADS.DE	Pay Day	May 20, 2025	$2.19
BOSS.DE	Pay Day	May 20, 2025	$1.52
AMAT	Ex-Dividend	May 22, 2025	$0.46
PUM.DE	Ex-Dividend	May 22, 2025	$0.66
C	Pay Day	May 23, 2025	$0.56
SIG	Pay Day	May 23, 2025	$0.32
FR.PA	Ex-Dividend	May 26, 2025	$0.45
PUM.DE	Pay Day	May 26, 2025	$0.66
JNJ	Ex-Dividend	May 27, 2025	$1.30
FR.PA	Pay Day	May 28, 2025	$0.45
01928.HK	Ex-Dividend	May 28, 2025	$0.03
SIRI	Pay Day	May 28, 2025	$0.27
SBUX	Pay Day	May 30, 2025	$0.61
GS	Ex-Dividend	May 30, 2025	$3.00
KR	Pay Day	Jun 1, 2025	$0.32
BUD	Pay Day	Jun 6, 2025	$0.79
JNJ	Pay Day	Jun 10, 2025	$1.30
TRV	Ex-Dividend	Jun 10, 2025	$1.10
AMUN.PA	Ex-Dividend	Jun 10, 2025	$4.39
00175.HK	Ex-Dividend	Jun 11, 2025	$0.04
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
AMUN.PA	Pay Day	Jun 12, 2025	$4.39
WHR	Pay Day	Jun 15, 2025	$1.75
01928.HK	Pay Day	Jun 20, 2025	$0.03
DIS	Ex-Dividend	Jun 24, 2025	$0.50
GS	Pay Day	Jun 27, 2025	$3.00
BTI	Ex-Dividend	Jun 27, 2025	$0.75
TRV	Pay Day	Jun 30, 2025	$1.10
REXR	Ex-Dividend	Jun 30, 2025	$0.43
TSM	Pay Day	Jul 10, 2025	$0.68
REXR	Pay Day	Jul 15, 2025	$0.43
DIS	Pay Day	Jul 23, 2025	$0.50
00175.HK	Pay Day	Jul 25, 2025	$0.04
BTI	Pay Day	Aug 6, 2025	$0.75

Performance Metrics

Score 6.1/10

Beta

0.96

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.81

-2

4.5

Omega Ratio

1.22

1.5

2.5

Treynor Ratio

1.15

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Beta

0.96

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.14

Jensen's Alpha

3.81

-2

4.5

Omega Ratio

1.22

1.5

2.5

Treynor Ratio

1.15

0.75

1.25

Information Ratio

0.25

0.3

0.6

Calmar Ratio

0.49

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

22.12

High:

PLTR

495.93

Low:

COTY

-7,883.33

Details

PEG Ratio

106.53

High:

CON.DE

1,102.58

Low:

ASAN

-293.22

Details

3.9

High:

72.91

Low:

CLX

-419.85

Details

Price/Sales

2.73

High:

PLTR

82.74

Low:

WDI.DE

0.03

Details

Price/CF

14.92

High:

ASAN

330.83

Low:

ZIM

0.79

Details

Price/FCF

30.5

High:

PEP

5,253.35

Low:

ZIM

1.04

Details

Depth

Start

End

Total months

-29.1%

Jul 2021

Mar 2024

-11.09%

Mar 2025

-8.31%

Mar 2020

Apr 2020

-4.37%

Apr 2024

Sep 2024

-3.97%

Sep 2020

Nov 2020

-3.13%

Dec 2024

Jan 2025

-2.25%

Oct 2024

Nov 2024

-0.27%

Jul 2020

Aug 2020

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 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 YearsLast 5 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