RenatoPr avatar
RenatoPr
šŸ‡¬šŸ‡§ Quant Stock Investor.
21 copiers.

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

-1.6%
Today
-3.2%
This Month
-5.42%
Year To Date
+50.62%
2 Years
-10.62%
5 Years
-3.16%
Annualized
  • RenatoPr
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • šŸ’µ Cash
    22.4%
  • šŸ–„ļø Technology Services
    18.23%
  • šŸ’» Electronic Technology
    15.99%
  • šŸ’¼ Commercial Services
    14.59%
  • šŸž Consumer Non Durables
    14.3%
  • šŸ› ļø Producer Manufacturing
    14.09%

Exchanges Breakdown

  • Exchange
  • Total
  • šŸ‡ŗšŸ‡ø Nasdaq
    48.53%
  • šŸ‡ŗšŸ‡ø NYSE
    28.68%

Countries Breakdown

  • Country
  • Total
  • šŸ‡ŗšŸ‡ø United States
    77.21%

Dividends

Dividend Yield

0.44%

4 out of 7 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $CAT (1.61%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
CAT
CAT
0.23%
1.61%
$5.31
MSFT
MSFT
0.08%
0.84%
$3
MA
MA
0.08%
0.53%
$2.46
AAPL
AAPL
0.05%
0.44%
$0.97

Next Dividends

Instrument
Type
Date
Pay Per Share
MSFT
MSFT
Pay Day
Mar 13
$0.83
MA
MA
Ex-Dividend
Apr 9
$0.76
MA
MA
Pay Day
May 9
$0.76

Performance Metrics

Score 2.2/10

Beta

1.32
1.32
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

-10.06
-10.06
-11
0
2
4.5
4.5

Omega Ratio

0.72
0.72
0
1
1.5
2.5
2.5

Treynor Ratio

-0.1
-0.1
-1
0.75
1.25
2
2

Information Ratio

-0.44
-0.44
-1
0.3
0.6
1
1

Calmar Ratio

-0.04
-0.04
-1
0.3
0.6
1
1

Drawdowns

  • RenatoPr
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-56.04%
Sep 2021-43

Monthly Performance