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PeerInvests
🇩🇪 Value Stock Investor.
141 copiers.

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

0%
Today
-8.78%
This Month
-16.31%
Year To Date
+26.93%
2 Years
+78.76%
5 Years
+25.21%
Annualized
  • PeerInvests
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    35.89%
  • 💻 Electronic Technology
    21.59%
  • 🖥️ Technology Services
    18.67%
  • 🧬 Health Technology
    8.93%
  • 🪨 Non Energy Minerals
    5.97%
  • 💇‍♀️ Consumer Services
    3.82%
  • 🧪 Process Industries
    1.57%
  • 🛍️ Retail Trade
    1.2%
  • 🚗 Consumer Durables
    1.19%
  • 🏥 Health Services
    1.05%
  • 🛠️ Producer Manufacturing
    0.09%
  • 💵 Cash
    0.02%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    49.24%
  • 🇩🇪 Xetra ETFs
    27.04%
  • 🇺🇸 NYSE
    18.08%
  • 🇺🇸 Chicago Board Options Exchange
    4.52%
  • 🇩🇰 Copenhagen Stock Exchange
    1.01%
  • 🇩🇪 FRA
    0.09%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    47.62%
  • 🇮🇳 India
    4.35%
  • 🇧🇷 Brazil
    4.25%
  • 🇳🇱 Netherlands
    4.18%
  • 🇨🇭 Switzerland
    1.4%
  • 🇩🇰 Denmark
    1.01%
  • 🇨🇳 China
    0.9%
  • 🇹🇼 Taiwan
    0.28%
  • 🇩🇪 Germany
    0.09%

Dividends

Dividend Yield

0.98%

14 out of 42 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $VALE (8.23%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
VALE
VALE
0.35%
8.23%
$1.33
IQQH.DE
IQQH.DE
0.12%
2.62%
-
INTC
INTC
0.12%
2.52%
$0.5
INFY
INFY
0.11%
2.5%
$0.39
ADM
ADM
0.07%
4.64%
$1.9
QCOM
QCOM
0.04%
2.67%
$3.25
ASML
ASML
0.04%
0.95%
$5.57
INDA
INDA
0.04%
0.78%
-
QQQ
QQQ
0.03%
0.64%
-
NOVO-B.CO
NOVO-B.CO
0.03%
2.64%
$9.4
GOOG
GOOG
0.02%
0.54%
$0.2
BABA
BABA
0.01%
0.84%
$0.98
TSM
TSM
0%
1.4%
$1.74
SIE.DE
SIE.DE
0%
2.81%
$4.7

Next Dividends

Instrument
Type
Date
Pay Per Share
QQQ
QQQ
Pay Day
Apr 24
$-
ASML
ASML
Ex-Dividend
Apr 28
$1.92
ASML
ASML
Pay Day
May 6
$1.92
IQQH.DE
IQQH.DE
Pay Day
May 30
$-
TSM
TSM
Ex-Dividend
Jun 12
$0.68
TSM
TSM
Pay Day
Jul 10
$0.68
INDA
INDA
Pay Day
Dec 20
$0.40

Performance Metrics

Score 8.5/10

Beta

0.46
0.46
0
0.8
1.2
0
2

Sharpe Ratio

1.3
1.3
0
0.5
1
2
2

Sortino Ratio

2.75
2.75
0
1
2
3
3

Jensen's Alpha

17.93
17.93
-2
0
2
18
18

Omega Ratio

1.8
1.8
0
1
1.5
2.5
2.5

Treynor Ratio

3.65
3.65
0
0.75
1.25
4
4

Information Ratio

0.78
0.78
0
0.3
0.6
1
1

Calmar Ratio

1.78
1.78
0
0.3
0.6
2
2

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

27.42

High:avatarPLTR
391.38
Low:avatarCRWD
-3,833.49
Details

PEG Ratio

65.61

High:avatarPLTR
348.25
Low:avatarTWST
-176.3
Details

Price/Book

4.76

High:avatarPLTR
34.6
Low:avatarGH
-36.03
Details

Price/Sales

4.64

High:avatarQBTS
167.35
Low:avatarADM
0.25
Details

Price/CF

20.12

High:avatarMSTR
7,511.07
Low:avatarVALE
4.42
Details

Price/FCF

42.09

High:avatarMSTR
1,187.5
Low:avatarCRSP
11.68
Details

Drawdowns

  • PeerInvests
  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-19.09%
Dec 2024-5
-4.69%
Sep 2023Nov 20232
-4.09%
Dec 2022Jan 20231
-1.7%
May 2023Jun 20231
-1.6%
Oct 2024Nov 20241
-0.35%
Jul 2024Aug 20241

Monthly Performance