PatParMar avatar
PatParMar
🇪🇸 Diversified ETF Investor.
7 copiers.

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

-2.54%
Today
-6.12%
This Month
-9.39%
Year To Date
+3.41%
2 Years
+3.41%
5 Years
+2.72%
Annualized
  • PatParMar
  • S&P 500
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Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    98.67%
  • ⚡ Utilities
    1.31%
  • 💵 Cash
    0.01%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    41.35%
  • 🇩🇪 Xetra ETFs
    37.27%
  • 🇺🇸 NYSE
    20.07%
  • 🇬🇧 LSE
    1.29%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    1.31%

Dividends

Dividend Yield

0.36%

8 out of 14 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $AYEW.DE (1.26%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
QQQ
QQQ
0.19%
0.56%
-
XLK
XLK
0.07%
0.68%
-
SMH
SMH
0.03%
0.46%
-
FTEC
FTEC
0.03%
0.51%
-
AYEW.DE
AYEW.DE
0.01%
1.26%
-
VST
VST
0.01%
0.77%
$0.85
VGT
VGT
0.01%
0.62%
-
IYW
IYW
0%
0.21%
-

Next Dividends

Instrument
Type
Date
Pay Per Share
VST
VST
Ex-Dividend
Mar 20
$0.22
VST
VST
Pay Day
Mar 31
$0.22
QQQ
QQQ
Pay Day
Apr 30
$-
IYW
IYW
Pay Day
Jun 17
$-
FTEC
FTEC
Pay Day
Jun 25
$-
XLK
XLK
Pay Day
Jun 26
$-
AYEW.DE
AYEW.DE
Pay Day
Jun 26
$-
VGT
VGT
Pay Day
Jul 2
$-
SMH
SMH
Pay Day
Dec 24
$-

Performance Metrics

Score 3.4/10

Beta

0.74
0.74
0
0.8
1.2
0
2

Sharpe Ratio

0.39
0.39
0
0.5
1
1.5
1.5

Sortino Ratio

0.65
0.65
0
1
2
3
3

Jensen's Alpha

-6.69
-6.69
-7
0
2
4.5
4.5

Omega Ratio

0.4
0.4
0
1
1.5
2.5
2.5

Treynor Ratio

0.46
0.46
0
0.75
1.25
2
2

Information Ratio

-1.38
-1.38
-2
0.3
0.6
1
1

Calmar Ratio

1.87
1.87
0
0.3
0.6
2
2

Drawdowns

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  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-8.14%
Feb 2025-2
-2.76%
Apr 2024May 20241
-2.74%
Jul 2024Sep 20242
-0.75%
Oct 2024Nov 20241

Monthly Performance