PortSafeHaven avatar
PortSafeHaven
🇫🇷 Macro Stock Investor.
40 copiers.

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

0%
Today
-1.91%
This Month
+2.5%
Year To Date
+26.1%
2 Years
+49.67%
5 Years
+13.21%
Annualized

    Diversification

    Sectors Breakdown

    • Sector
    • Total
    • 📊 ETFs
      38.19%
    • 🖥️ Technology Services
      14.77%
    • ⛏️ Energy Minerals
      13.23%
    • 💰 Finance
      10.58%
    • 🧬 Health Technology
      7.45%
    • 💻 Electronic Technology
      5.3%
    • 🍞 Consumer Non Durables
      3.71%
    • 💇‍♀️ Consumer Services
      3.46%
    • 🚗 Consumer Durables
      3.31%
    • 💵 Cash
      0%

    Exchanges Breakdown

    • Exchange
    • Total
    • 🇺🇸 NYSE
      59.73%
    • 🇺🇸 Nasdaq
      40.27%

    Countries Breakdown

    • Country
    • Total
    • 🇺🇸 United States
      55.8%
    • 🇨🇦 Canada
      3.66%
    • 🇰🇾 Cayman Islands
      3.11%
    • 🇨🇳 China
      2.83%

    Dividends

    Dividend Yield

    2.44%

    19 out of 28 instruments pay dividend.

    3 dividend payments in the next 30 days.

    Highest Dividend: $JNK (6.54%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    JNK
    JNK
    0.26%
    6.54%
    -
    SOXS
    SOXS
    0.24%
    5.35%
    -
    HYG
    HYG
    0.23%
    5.88%
    -
    CNQ
    CNQ
    0.2%
    5.39%
    $1.48
    CIVI
    CIVI
    0.19%
    5.97%
    $2
    SHV
    SHV
    0.19%
    4.95%
    -
    SHY
    SHY
    0.15%
    3.92%
    -
    SIRI
    SIRI
    0.15%
    4.25%
    $0.1
    MRK
    MRK
    0.13%
    3.34%
    $3.04
    ALLY
    ALLY
    0.11%
    3.46%
    $1.2
    EOG
    EOG
    0.1%
    3.01%
    $5.06
    KBE
    KBE
    0.09%
    2.28%
    -
    TLT
    TLT
    0.09%
    4.06%
    -
    NKE
    NKE
    0.07%
    1.96%
    $1.45
    SOXL
    SOXL
    0.06%
    1.41%
    -
    OXY
    OXY
    0.06%
    1.91%
    $0.8
    LEN
    LEN
    0.05%
    1.6%
    $1.75
    TQQQ
    TQQQ
    0.05%
    1.34%
    -
    IHI
    IHI
    0.02%
    0.43%
    -

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share
    OXY
    OXY
    Ex-Dividend
    Mar 10
    $0.24
    CIVI
    CIVI
    Ex-Dividend
    Mar 14
    $0.50
    MRK
    MRK
    Ex-Dividend
    Mar 17
    $0.81
    CIVI
    CIVI
    Pay Day
    Mar 28
    $0.50
    NKE
    NKE
    Pay Day
    Apr 1
    $0.40
    MRK
    MRK
    Pay Day
    Apr 7
    $0.81
    OXY
    OXY
    Pay Day
    Apr 15
    $0.24
    EOG
    EOG
    Ex-Dividend
    Apr 16
    $0.98
    EOG
    EOG
    Pay Day
    Apr 30
    $0.98
    HYG
    HYG
    Pay Day
    May 7
    $-
    SHY
    SHY
    Pay Day
    May 7
    $-
    JNK
    JNK
    Pay Day
    May 7
    $-
    IHI
    IHI
    Pay Day
    Jun 17
    $0.05
    KBE
    KBE
    Pay Day
    Jun 26
    $0.33
    SOXL
    SOXL
    Pay Day
    Jul 2
    $0.15
    SOXS
    SOXS
    Pay Day
    Jul 2
    $0.28
    TQQQ
    TQQQ
    Pay Day
    Jul 3
    $0.28

    Performance Metrics

    Score 7/10

    Beta

    0.23
    0.23
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    0.71
    0.71
    0
    0.5
    1
    1.5
    1.5

    Sortino Ratio

    1.13
    1.13
    0
    1
    2
    3
    3

    Jensen's Alpha

    9.95
    9.95
    -2
    0
    2
    10
    10

    Omega Ratio

    1.26
    1.26
    0
    1
    1.5
    2.5
    2.5

    Treynor Ratio

    3.88
    3.88
    0
    0.75
    1.25
    4
    4

    Information Ratio

    0.31
    0.31
    0
    0.3
    0.6
    1
    1

    Calmar Ratio

    0.8
    0.8
    0
    0.3
    0.6
    1
    1

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -17.76%
      		Aug 2023May 20249
      -7.45%
      		May 2023Jul 20232
      -4.08%
      		Jul 2022Sep 20222
      -3.12%
      		Aug 2024Sep 20241
      -2.92%
      		Oct 2024Jan 20253
      -2.67%
      		Feb 2023Apr 20232
      -1.91%
      		Mar 2025-1

      Monthly Performance