Portfolio of PeterLitecky on eToro

PeterLitecky

🇸🇰 Stock Investor.

1 copier.

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

Summary

Today

-4.91%

This Month

-2.81%

Year To Date

+15.18%

2 Years

+28.93%

5 Years

+7.35%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
26.06%
💻 Electronic Technology
12.68%
🍞 Consumer Non Durables
11.22%
🖥️ Technology Services
10.74%
🧬 Health Technology
6.86%
🛍️ Retail Trade
6.32%
💇‍♀️ Consumer Services
5.99%
⚡ Utilities
4.19%
🧪 Process Industries
2.83%
🏥 Health Services
2.44%
🧩 Miscellaneous
2.43%
🛠️ Producer Manufacturing
2.25%
🏭 Industrial Services
1.34%
🚗 Consumer Durables
1.31%
🚚 Transportation
1.17%
💵 Cash
0.87%
📦 Distribution Services
0.82%
⛏️ Energy Minerals
0.39%
🪨 Non Energy Minerals
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.69%
🇺🇸 Nasdaq
27.6%
🇩🇪 FRA
0.48%
🇬🇧 LSE
0.25%
🇨🇭 SIX
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
97.36%
🇨🇭 Switzerland
0.53%
🇩🇪 Germany
0.48%
🇮🇪 Ireland
0.39%
🇬🇧 United Kingdom
0.25%
🇦🇺 Australia
0.15%

Dividends

Dividend Yield

2.39%

103 out of 111 instruments pay dividend.

24 dividend payments in the next 30 days.

Highest Dividend: $WBA (9.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.18%	5.42%	$3.09
MAIN	0.14%	5.68%	$2.85
PEP	0.07%	3.79%	$5.15
MCD	0.07%	2.21%	$6.53
ABBV	0.07%	3.69%	$6.06
KO	0.06%	2.69%	$1.89
MO	0.06%	6.95%	$3.92
JNJ	0.06%	3.19%	$4.81
CVS	0.06%	3.95%	$2.54
BLK	0.06%	2.34%	$20.2
PFE	0.06%	7.63%	$1.66
V	0.06%	0.67%	$2.01
LTC.US	0.05%	6.38%	$2.28
SO	0.05%	3.14%	$2.82
VICI	0.04%	5.26%	$1.66
SPG	0.04%	5.49%	$7.75
AMGN	0.04%	3.34%	$8.76
UNH	0.04%	1.85%	$7.74
HPQ	0.04%	4.74%	$1.1
STAG	0.04%	4.48%	$1.47
MA	0.04%	0.55%	$2.46
ED	0.04%	3%	$3.28
LMT	0.04%	2.78%	$12.45
SBUX	0.04%	2.94%	$2.24
MDLZ	0.04%	2.73%	$1.7
PG	0.04%	2.39%	$3.83
APD	0.04%	2.7%	$7.04
AEP	0.03%	3.36%	$3.47
ADP	0.03%	2.05%	$5.45
HD	0.03%	2.55%	$8.52
RTX	0.03%	1.96%	$2.44
UPS	0.03%	6.77%	$6.5
AVGO	0.02%	1.31%	$19.7
VOW3.DE	0.02%	7.1%	$9.06
ORCL	0.02%	1.32%	$1.6
TROW	0.02%	5.79%	$4.92
WMT	0.02%	1.01%	$0.81
WHR	0.02%	8.88%	$7
MSFT	0.02%	0.88%	$3
QCOM	0.02%	2.49%	$3.25
CVX	0.02%	4.79%	$6.28
AAPL	0.02%	0.51%	$0.97
GIS	0.02%	4.17%	$2.36
WM	0.02%	1.33%	$2.9
SWK	0.02%	5.72%	$3.24
KMB	0.02%	3.45%	$4.8
TXN	0.01%	3.58%	$5.14
TSN	0.01%	3.23%	$1.96
HRL	0.01%	3.74%	$1.12
MDT.US	0.01%	3.39%	$2.77
CAT	0.01%	1.92%	$5.31
CSCO	0.01%	2.89%	$1.58
ADM	0.01%	4.2%	$1.9
HAS	0.01%	3.99%	$2.8
TGT	0.01%	4.81%	$4.42
CMCSA	0.01%	3.7%	$1.2
CLX	0.01%	3.49%	$4.8
WBA	0.01%	9.18%	$1.46
DHL.DE	0.01%	5.15%	$1.85
GOOG	0.01%	0.52%	$0.2
IBM	0.01%	2.8%	$6.65
ALB	0.01%	3.05%	$1.6
WSM	0.01%	1.7%	$3.83
FDX	0.01%	2.66%	$5.16
SYY	0.01%	2.84%	$2.01
LRCX	0.01%	1.4%	$8
CL	0.01%	2.12%	$1.96
BHP	0.01%	5.27%	$3.01
ULVR.L	0.01%	3.09%	$1.47
MMM	0.01%	2.17%	$5.21
GILD	0.01%	2.97%	$3.04
INTC	0.01%	2.64%	$0.5
FAST	0.01%	2.02%	$1.48
DPZ	0.01%	1.34%	$5.44
ABT	0.01%	1.74%	$2.16
AWK	0.01%	2.06%	$2.89
KR	0.01%	1.8%	$1.16
AXP	0.01%	1.16%	$2.6
GRMN	0.01%	1.57%	$3.71
META	0.01%	0.4%	$1
DOV	0.01%	1.28%	$2.04
BAC	0.01%	2.73%	$0.96
NESN.ZU	0.01%	3.47%	$3
UNP	0.01%	2.42%	$5.2
LOW	0%	2.1%	$4.45
HON	0%	2.25%	$4.27
PEG	0%	2.92%	$2.34
JPM	0%	2.18%	$4.4
PII	0%	7.99%	$2.62
NKE	0%	2.76%	$1.45
DGX	0%	1.86%	$2.92
MRK	0%	4.05%	$3.04
AVY	0%	2.06%	$3.31
ECL	0%	1.02%	$2.24
SHW	0%	0.9%	$2.64
DE	0%	1.37%	$5.76
DIS	0%	1.18%	$0.75
EMR	0%	2.11%	$2.1
LEG	0%	2.91%	$1.43
EL	0%	3.71%	$2.64
RCL	0%	0.88%	-
BKNG	0%	0.78%	$17.5
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
PG	Ex-Dividend	Apr 21, 2025	$1.06
DGX	Pay Day	Apr 21, 2025	$0.80
CVS	Ex-Dividend	Apr 22, 2025	$0.66
CSCO	Pay Day	Apr 23, 2025	$0.41
ORCL	Pay Day	Apr 23, 2025	$0.50
CMCSA	Pay Day	Apr 23, 2025	$0.33
LOW	Ex-Dividend	Apr 23, 2025	$1.15
CLX	Ex-Dividend	Apr 23, 2025	$1.22
SYY	Pay Day	Apr 25, 2025	$0.51
FAST	Ex-Dividend	Apr 25, 2025	$0.44
JPM	Pay Day	Apr 30, 2025	$1.40
MO	Pay Day	Apr 30, 2025	$1.02
TXN	Ex-Dividend	Apr 30, 2025	$1.36
STAG	Ex-Dividend	Apr 30, 2025	$0.12
CVS	Pay Day	May 1, 2025	$0.66
GIS	Pay Day	May 1, 2025	$0.60
O	Ex-Dividend	May 1, 2025	$0.27
LOW	Pay Day	May 7, 2025	$1.15
DE	Pay Day	May 8, 2025	$1.62
MAIN	Ex-Dividend	May 8, 2025	$0.25
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
CLX	Pay Day	May 9, 2025	$1.22
APD	Pay Day	May 12, 2025	$1.79
TXN	Pay Day	May 13, 2025	$1.36
TGT	Ex-Dividend	May 14, 2025	$1.12
ED	Ex-Dividend	May 14, 2025	$0.85
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
CL	Pay Day	May 15, 2025	$0.52
ABBV	Pay Day	May 15, 2025	$1.64
KR	Ex-Dividend	May 15, 2025	$0.32
ABT	Pay Day	May 15, 2025	$0.59
HRL	Pay Day	May 15, 2025	$0.29
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
SBUX	Ex-Dividend	May 16, 2025	$0.61
AMGN	Ex-Dividend	May 16, 2025	$2.38
WHR	Ex-Dividend	May 16, 2025	$1.75
SHW	Ex-Dividend	May 16, 2025	$0.79
CAT	Pay Day	May 20, 2025	$1.41
FAST	Pay Day	May 23, 2025	$0.44
WSM	Pay Day	May 24, 2025	$0.66
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
SBUX	Pay Day	May 30, 2025	$0.61
TSN	Ex-Dividend	May 30, 2025	$0.50
TGT	Pay Day	Jun 1, 2025	$1.12
KR	Pay Day	Jun 1, 2025	$0.32
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
AMGN	Pay Day	Jun 6, 2025	$2.38
SHW	Pay Day	Jun 6, 2025	$0.79
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSN	Pay Day	Jun 13, 2025	$0.50
ADP	Ex-Dividend	Jun 13, 2025	$1.54
WHR	Pay Day	Jun 15, 2025	$1.75
ED	Pay Day	Jun 16, 2025	$0.85
GRMN	Ex-Dividend	Jun 16, 2025	$0.90
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
GRMN	Pay Day	Jun 27, 2025	$0.90
ADP	Pay Day	Jul 1, 2025	$1.54
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3.8/10

Beta

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-1.26

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-1.26

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.85

High:

GILD

284.77

Low:

RKLB

-51.5

Details

PEG Ratio

187.88

High:

DGX

830.76

Low:

RIVN

-13.93

Details

Price/Book

10.54

High:

366.04

Low:

CLX

-419.85

Details

Price/Sales

5.04

High:

RKLB

22.71

Low:

WBA

0.06

Details

Price/CF

24.81

High:

MRNA

62.64

Low:

VOW3.DE

2.6

Details

Price/FCF

47.74

High:

PEP

5,253.35

Low:

JPM

10.54

Details

P/E Ratio

28.85

High:

GILD

284.77

Low:

RKLB

-51.5

Details

PEG Ratio

187.88

High:

DGX

830.76

Low:

RIVN

-13.93

Details

Worst Drawdowns

Depth	Start	End	Total months
-18.4%	Jan 2022	Jul 2023	18
-10.58%	Aug 2023	Dec 2023	4
-8.26%	Mar 2025	-	2
-4.84%	Sep 2021	Dec 2021	3
-3.61%	Apr 2024	Jul 2024	3
-2.93%	Dec 2024	Jan 2025	1
-1.27%	Jan 2024	Feb 2024	1
-1.03%	Oct 2024	Nov 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
26.06%
💻 Electronic Technology
12.68%
🍞 Consumer Non Durables
11.22%
🖥️ Technology Services
10.74%
🧬 Health Technology
6.86%
🛍️ Retail Trade
6.32%
💇‍♀️ Consumer Services
5.99%
⚡ Utilities
4.19%
🧪 Process Industries
2.83%
🏥 Health Services
2.44%
🧩 Miscellaneous
2.43%
🛠️ Producer Manufacturing
2.25%
🏭 Industrial Services
1.34%
🚗 Consumer Durables
1.31%
🚚 Transportation
1.17%
💵 Cash
0.87%
📦 Distribution Services
0.82%
⛏️ Energy Minerals
0.39%
🪨 Non Energy Minerals
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
70.69%
🇺🇸 Nasdaq
27.6%
🇩🇪 FRA
0.48%
🇬🇧 LSE
0.25%
🇨🇭 SIX
0.15%

Countries Breakdown

Country
Total

🇺🇸 United States
97.36%
🇨🇭 Switzerland
0.53%
🇩🇪 Germany
0.48%
🇮🇪 Ireland
0.39%
🇬🇧 United Kingdom
0.25%
🇦🇺 Australia
0.15%

Dividends

Dividend Yield

2.39%

103 out of 111 instruments pay dividend.

24 dividend payments in the next 30 days.

Highest Dividend: $WBA (9.18%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.18%	5.42%	$3.09
MAIN	0.14%	5.68%	$2.85
PEP	0.07%	3.79%	$5.15
MCD	0.07%	2.21%	$6.53
ABBV	0.07%	3.69%	$6.06
KO	0.06%	2.69%	$1.89
MO	0.06%	6.95%	$3.92
JNJ	0.06%	3.19%	$4.81
CVS	0.06%	3.95%	$2.54
BLK	0.06%	2.34%	$20.2
PFE	0.06%	7.63%	$1.66
V	0.06%	0.67%	$2.01
LTC.US	0.05%	6.38%	$2.28
SO	0.05%	3.14%	$2.82
VICI	0.04%	5.26%	$1.66
SPG	0.04%	5.49%	$7.75
AMGN	0.04%	3.34%	$8.76
UNH	0.04%	1.85%	$7.74
HPQ	0.04%	4.74%	$1.1
STAG	0.04%	4.48%	$1.47
MA	0.04%	0.55%	$2.46
ED	0.04%	3%	$3.28
LMT	0.04%	2.78%	$12.45
SBUX	0.04%	2.94%	$2.24
MDLZ	0.04%	2.73%	$1.7
PG	0.04%	2.39%	$3.83
APD	0.04%	2.7%	$7.04
AEP	0.03%	3.36%	$3.47
ADP	0.03%	2.05%	$5.45
HD	0.03%	2.55%	$8.52
RTX	0.03%	1.96%	$2.44
UPS	0.03%	6.77%	$6.5
AVGO	0.02%	1.31%	$19.7
VOW3.DE	0.02%	7.1%	$9.06
ORCL	0.02%	1.32%	$1.6
TROW	0.02%	5.79%	$4.92
WMT	0.02%	1.01%	$0.81
WHR	0.02%	8.88%	$7
MSFT	0.02%	0.88%	$3
QCOM	0.02%	2.49%	$3.25
CVX	0.02%	4.79%	$6.28
AAPL	0.02%	0.51%	$0.97
GIS	0.02%	4.17%	$2.36
WM	0.02%	1.33%	$2.9
SWK	0.02%	5.72%	$3.24
KMB	0.02%	3.45%	$4.8
TXN	0.01%	3.58%	$5.14
TSN	0.01%	3.23%	$1.96
HRL	0.01%	3.74%	$1.12
MDT.US	0.01%	3.39%	$2.77
CAT	0.01%	1.92%	$5.31
CSCO	0.01%	2.89%	$1.58
ADM	0.01%	4.2%	$1.9
HAS	0.01%	3.99%	$2.8
TGT	0.01%	4.81%	$4.42
CMCSA	0.01%	3.7%	$1.2
CLX	0.01%	3.49%	$4.8
WBA	0.01%	9.18%	$1.46
DHL.DE	0.01%	5.15%	$1.85
GOOG	0.01%	0.52%	$0.2
IBM	0.01%	2.8%	$6.65
ALB	0.01%	3.05%	$1.6
WSM	0.01%	1.7%	$3.83
FDX	0.01%	2.66%	$5.16
SYY	0.01%	2.84%	$2.01
LRCX	0.01%	1.4%	$8
CL	0.01%	2.12%	$1.96
BHP	0.01%	5.27%	$3.01
ULVR.L	0.01%	3.09%	$1.47
MMM	0.01%	2.17%	$5.21
GILD	0.01%	2.97%	$3.04
INTC	0.01%	2.64%	$0.5
FAST	0.01%	2.02%	$1.48
DPZ	0.01%	1.34%	$5.44
ABT	0.01%	1.74%	$2.16
AWK	0.01%	2.06%	$2.89
KR	0.01%	1.8%	$1.16
AXP	0.01%	1.16%	$2.6
GRMN	0.01%	1.57%	$3.71
META	0.01%	0.4%	$1
DOV	0.01%	1.28%	$2.04
BAC	0.01%	2.73%	$0.96
NESN.ZU	0.01%	3.47%	$3
UNP	0.01%	2.42%	$5.2
LOW	0%	2.1%	$4.45
HON	0%	2.25%	$4.27
PEG	0%	2.92%	$2.34
JPM	0%	2.18%	$4.4
PII	0%	7.99%	$2.62
NKE	0%	2.76%	$1.45
DGX	0%	1.86%	$2.92
MRK	0%	4.05%	$3.04
AVY	0%	2.06%	$3.31
ECL	0%	1.02%	$2.24
SHW	0%	0.9%	$2.64
DE	0%	1.37%	$5.76
DIS	0%	1.18%	$0.75
EMR	0%	2.11%	$2.1
LEG	0%	2.91%	$1.43
EL	0%	3.71%	$2.64
RCL	0%	0.88%	-
BKNG	0%	0.78%	$17.5
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
PG	Ex-Dividend	Apr 21, 2025	$1.06
DGX	Pay Day	Apr 21, 2025	$0.80
CVS	Ex-Dividend	Apr 22, 2025	$0.66
CSCO	Pay Day	Apr 23, 2025	$0.41
ORCL	Pay Day	Apr 23, 2025	$0.50
CMCSA	Pay Day	Apr 23, 2025	$0.33
LOW	Ex-Dividend	Apr 23, 2025	$1.15
CLX	Ex-Dividend	Apr 23, 2025	$1.22
SYY	Pay Day	Apr 25, 2025	$0.51
FAST	Ex-Dividend	Apr 25, 2025	$0.44
JPM	Pay Day	Apr 30, 2025	$1.40
MO	Pay Day	Apr 30, 2025	$1.02
TXN	Ex-Dividend	Apr 30, 2025	$1.36
STAG	Ex-Dividend	Apr 30, 2025	$0.12
CVS	Pay Day	May 1, 2025	$0.66
GIS	Pay Day	May 1, 2025	$0.60
O	Ex-Dividend	May 1, 2025	$0.27
LOW	Pay Day	May 7, 2025	$1.15
DE	Pay Day	May 8, 2025	$1.62
MAIN	Ex-Dividend	May 8, 2025	$0.25
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
CLX	Pay Day	May 9, 2025	$1.22
APD	Pay Day	May 12, 2025	$1.79
TXN	Pay Day	May 13, 2025	$1.36
TGT	Ex-Dividend	May 14, 2025	$1.12
ED	Ex-Dividend	May 14, 2025	$0.85
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
CL	Pay Day	May 15, 2025	$0.52
ABBV	Pay Day	May 15, 2025	$1.64
KR	Ex-Dividend	May 15, 2025	$0.32
ABT	Pay Day	May 15, 2025	$0.59
HRL	Pay Day	May 15, 2025	$0.29
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
SBUX	Ex-Dividend	May 16, 2025	$0.61
AMGN	Ex-Dividend	May 16, 2025	$2.38
WHR	Ex-Dividend	May 16, 2025	$1.75
SHW	Ex-Dividend	May 16, 2025	$0.79
CAT	Pay Day	May 20, 2025	$1.41
FAST	Pay Day	May 23, 2025	$0.44
WSM	Pay Day	May 24, 2025	$0.66
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
SBUX	Pay Day	May 30, 2025	$0.61
TSN	Ex-Dividend	May 30, 2025	$0.50
TGT	Pay Day	Jun 1, 2025	$1.12
KR	Pay Day	Jun 1, 2025	$0.32
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
AMGN	Pay Day	Jun 6, 2025	$2.38
SHW	Pay Day	Jun 6, 2025	$0.79
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
TSN	Pay Day	Jun 13, 2025	$0.50
ADP	Ex-Dividend	Jun 13, 2025	$1.54
WHR	Pay Day	Jun 15, 2025	$1.75
ED	Pay Day	Jun 16, 2025	$0.85
GRMN	Ex-Dividend	Jun 16, 2025	$0.90
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
GRMN	Pay Day	Jun 27, 2025	$0.90
ADP	Pay Day	Jul 1, 2025	$1.54
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 3.8/10

Beta

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-1.26

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

0.37

0.5

1.5

Sortino Ratio

0.56

Jensen's Alpha

-1.26

-2

4.5

Omega Ratio

0.73

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

-0.42

-1

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.85

High:

GILD

284.77

Low:

RKLB

-51.5

Details

PEG Ratio

187.88

High:

DGX

830.76

Low:

RIVN

-13.93

Details

10.54

High:

366.04

Low:

CLX

-419.85

Details

Price/Sales

5.04

High:

RKLB

22.71

Low:

WBA

0.06

Details

Price/CF

24.81

High:

MRNA

62.64

Low:

VOW3.DE

2.6

Details

Price/FCF

47.74

High:

PEP

5,253.35

Low:

JPM

10.54

Details

Depth

Start

End

Total months

-18.4%

Jan 2022

Jul 2023

-10.58%

Aug 2023

Dec 2023

-8.26%

Mar 2025

-4.84%

Sep 2021

Dec 2021

-3.61%

Apr 2024

Jul 2024

-2.93%

Dec 2024

Jan 2025

-1.27%

Jan 2024

Feb 2024

-1.03%

Oct 2024

Nov 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 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 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