NicoRomix avatar
NicoRomix
🇮🇹 Income Stock Investor.
44 copiers.

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

-1.49%
Today
-1.22%
This Month
+1.51%
Year To Date
+16.05%
2 Years
+27.47%
5 Years
-5.11%
Annualized
  • NicoRomix
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🖥️ Technology Services
    30.02%
  • 🚗 Consumer Durables
    17.1%
  • 🛠️ Producer Manufacturing
    12.32%
  • 🧬 Health Technology
    10.03%
  • 🍞 Consumer Non Durables
    6.94%
  • 💻 Electronic Technology
    6.41%
  • 🚚 Transportation
    5.27%
  • 💼 Commercial Services
    3.85%
  • 🏭 Industrial Services
    2.95%
  • 🧩 Miscellaneous
    2.09%
  • 📊 ETFs
    2.03%
  • 💵 Cash
    0.97%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    52.06%
  • 🇺🇸 Nasdaq
    40.01%
  • 🇧🇪 Euronext Brussels
    5.16%
  • 🇫🇷 Euronext Paris
    1.78%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    82.87%
  • 🇩🇰 Denmark
    5.34%
  • 🇧🇪 Belgium
    5.16%
  • 🇮🇹 Italy
    1.82%
  • 🇫🇷 France
    1.78%

Dividends

Dividend Yield

0.94%

21 out of 22 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $MRK (3.34%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
MRK
MRK
0.16%
3.34%
$3.04
LEN
LEN
0.12%
1.6%
$1.75
CAT
CAT
0.08%
1.58%
$5.31
MSFT
MSFT
0.08%
0.8%
$3
DHI
DHI
0.08%
1.05%
$1.15
NVO
NVO
0.07%
1.32%
$0.98
MLI
MLI
0.05%
1.04%
$0.7
GOOG
GOOG
0.05%
0.46%
$0.2
MC.PA
MC.PA
0.04%
2.07%
$13
LOTB.BR
LOTB.BR
0.03%
0.65%
-
WHD
WHD
0.03%
1.08%
$0.48
ODFL
ODFL
0.03%
0.59%
$0.92
EA
EA
0.03%
0.54%
$0.76
APH
APH
0.02%
0.96%
$0.44
META
META
0.02%
0.32%
$1
SSD
SSD
0.01%
0.68%
$1.09
RACE
RACE
0.01%
0.69%
$2.64
V
V
0.01%
0.64%
$2.01
MA
MA
0.01%
0.52%
$2.46
TPL
TPL
0.01%
0.4%
$4.5
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
MSFT
MSFT
Pay Day
Mar 13
$0.83
META
META
Ex-Dividend
Mar 14
$0.52
MLI
MLI
Ex-Dividend
Mar 14
$0.25
GOOG
GOOG
Pay Day
Mar 17
$0.20
MRK
MRK
Ex-Dividend
Mar 17
$0.81
TPL
TPL
Pay Day
Mar 17
$1.60
APH
APH
Ex-Dividend
Mar 18
$0.16
EA
EA
Pay Day
Mar 19
$0.19
ODFL
ODFL
Pay Day
Mar 19
$0.28
WHD
WHD
Pay Day
Mar 20
$0.13
META
META
Pay Day
Mar 26
$0.52
MLI
MLI
Pay Day
Mar 28
$0.25
NVDA
NVDA
Pay Day
Apr 2
$0.01
SSD
SSD
Ex-Dividend
Apr 3
$0.28
MRK
MRK
Pay Day
Apr 7
$0.81
MA
MA
Ex-Dividend
Apr 9
$0.76
APH
APH
Pay Day
Apr 9
$0.16
RACE
RACE
Ex-Dividend
Apr 22
$3.12
SSD
SSD
Pay Day
Apr 24
$0.28
RACE
RACE
Pay Day
May 6
$3.12
MA
MA
Pay Day
May 9
$0.76

Performance Metrics

Score 2.8/10

Beta

0.22
0.22
0
0.8
1.2
0
2

Sharpe Ratio

-0.06
-0.06
-1
0.5
1
1.5
1.5

Sortino Ratio

-0.07
-0.07
-1
1
2
3
3

Jensen's Alpha

-3.94
-3.94
-4
0
2
4.5
4.5

Omega Ratio

0.57
0.57
0
1
1.5
2.5
2.5

Treynor Ratio

-0.56
-0.56
-1
0.75
1.25
2
2

Information Ratio

-0.47
-0.47
-1
0.3
0.6
1
1

Calmar Ratio

-0.07
-0.07
-1
0.3
0.6
1
1

Drawdowns

  • NicoRomix
  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-16.04%
Jul 2014Jul 2023108
-4.27%
Oct 2024-6
-3.85%
Sep 2023Dec 20233
-2.19%
Apr 2024May 20241
-1.14%
Aug 2024Sep 20241
-0.51%
Jun 2024Jul 20241
-0.46%
Jan 2024Mar 20242

Monthly Performance