Puneetbhambhani avatar
Puneetbhambhani
🇦🇺 Long/Short 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.

-3.28%
Today
-4.81%
This Month
-7.62%
Year To Date
+34.76%
2 Years
-10.13%
5 Years
-2.35%
Annualized
  • Puneetbhambhani
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    31.75%
  • 🪨 Non Energy Minerals
    11.83%
  • 💼 Commercial Services
    10.35%
  • 🖥️ Technology Services
    10.26%
  • 💻 Electronic Technology
    9.49%
  • 💇‍♀️ Consumer Services
    8.69%
  • 💰 Finance
    8.22%
  • 🍞 Consumer Non Durables
    3.3%
  • 🪙 Cryptocurrencies
    3.1%
  • 🧬 Health Technology
    1.81%
  • 🧩 Miscellaneous
    1.21%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    48.45%
  • 🇺🇸 Nasdaq
    22.93%
  • 🇬🇧 LSE
    5.98%
  • 🇺🇸 Chicago Board Options Exchange
    5.94%
  • 🇳🇴 Oslo Stock Exchange
    5.15%
  • 🇦🇺 Sydney
    5.14%
  • 🇫🇷 Euronext Paris
    3.3%
  • 🌍 Digital Currency
    3.1%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    35.87%
  • 🇬🇧 United Kingdom
    8.17%
  • 🇹🇼 Taiwan
    7.51%
  • 🇳🇴 Norway
    5.15%
  • 🇦🇺 Australia
    5.14%
  • 🇫🇷 France
    3.3%

Dividends

Dividend Yield

2.03%

20 out of 26 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $EVR.L (17.85%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
VGK
VGK
0.33%
3.26%
-
PHNX.L
PHNX.L
0.32%
10.41%
$0.53
EVR.L
EVR.L
0.3%
17.85%
-
NHY.OL
NHY.OL
0.17%
3.34%
$2.5
RIO
RIO
0.14%
6.46%
$4.34
QBE.ASX
QBE.ASX
0.13%
4.15%
$0.62
ANZ.ASX
ANZ.ASX
0.12%
5.78%
$1.77
TSM
TSM
0.09%
1.23%
$1.74
DIS
DIS
0.09%
0.98%
$0.75
MC.PA
MC.PA
0.07%
2.07%
$13
INDA
INDA
0.05%
0.83%
-
VB
VB
0.05%
1.32%
-
VOOG
VOOG
0.04%
0.49%
-
TQQQ
TQQQ
0.03%
1.34%
-
V
V
0.03%
0.66%
$2.01
GOOG
GOOG
0.03%
0.48%
$0.2
MSFT
MSFT
0.02%
0.84%
$3
A
A
0.01%
0.79%
$0.93
SMT.L
SMT.L
0%
0.37%
$0.03
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
GOOG
GOOG
Pay Day
Mar 17
$0.20
TSM
TSM
Ex-Dividend
Mar 18
$0.69
A
A
Ex-Dividend
Apr 1
$0.25
NVDA
NVDA
Pay Day
Apr 2
$0.01
TSM
TSM
Pay Day
Apr 10
$0.69
QBE.ASX
QBE.ASX
Pay Day
Apr 11
$0.40
RIO
RIO
Pay Day
Apr 17
$2.25
A
A
Pay Day
Apr 23
$0.25
NHY.OL
NHY.OL
Ex-Dividend
May 12
$2.25
NHY.OL
NHY.OL
Pay Day
May 20
$2.25
DIS
DIS
Ex-Dividend
Jun 24
$0.50
VGK
VGK
Pay Day
Jun 25
$1.03
VB
VB
Pay Day
Jul 2
$0.85
VOOG
VOOG
Pay Day
Jul 2
$0.43
TQQQ
TQQQ
Pay Day
Jul 3
$0.28
DIS
DIS
Pay Day
Jul 23
$0.50
INDA
INDA
Pay Day
Dec 20
$0.40

Performance Metrics

Score 2.6/10

Beta

0.68
0.68
0
0.8
1.2
0
2

Sharpe Ratio

-0.05
-0.05
-1
0.5
1
1.5
1.5

Sortino Ratio

-0.07
-0.07
-1
1
2
3
3

Jensen's Alpha

-9.55
-9.55
-10
0
2
4.5
4.5

Omega Ratio

0.53
0.53
0
1
1.5
2.5
2.5

Treynor Ratio

-0.14
-0.14
-1
0.75
1.25
2
2

Information Ratio

-0.71
-0.71
-1
0.3
0.6
1
1

Calmar Ratio

-0.03
-0.03
-1
0.3
0.6
1
1

Drawdowns

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Worst Drawdowns

Depth
Start
End
Total months
-44.11%
May 2021-47

Monthly Performance