Loading...
+0.11%
Today
+2.03%
This Month
-15.57%
Year To Date
+46.06%
2 Years
+35.07%
5 Years
+9.2%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading78.22%
- 🪙 Cryptocurrencies0.29%
- 💵 Cash0.28%
- 🧪 Process Industries0.12%
- 🏥 Health Services0.08%
- 🧬 Health Technology0.06%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE44.02%
- 🌍 Digital Currency15.02%
- 🇺🇸 Nasdaq12.99%
- 🇫🇷 Euronext Paris3.13%
- 🇨🇭 SIX1.34%
- 🇺🇸 OTC Markets Stock Exchange0.06%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States20.3%
- 🇨🇦 Canada6.55%
- 🇫🇷 France3.13%
- 🇨🇭 Switzerland1.41%
Dividends
Dividend Yield
1.03%
3 out of 5 instruments pay dividend.
7 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (1.33%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 1.04% | 1.33% | - |
 SDZNY | 0% | -0.91% | $-0.3 |
 AI.PA | 0% | -1.82% | $-2.91 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 AAPL (GreenbullInvest) | Pay Day | May 15, 2025 | $0.26 |
 MSFT (GreenbullInvest) | Ex-Dividend | May 15, 2025 | $0.83 |
 PG (GreenbullInvest) | Pay Day | May 15, 2025 | $1.06 |
AI.PA | Ex-Dividend | May 19, 2025 | -$3.75 |
 BNP.PA (GreenbullInvest) | Ex-Dividend | May 19, 2025 | $4.95 |
AI.PA | Pay Day | May 21, 2025 | -$3.75 |
BNP.PA (GreenbullInvest) | Pay Day | May 21, 2025 | $4.95 |
 JNJ (GreenbullInvest) | Ex-Dividend | May 27, 2025 | $1.30 |
 KGC (GreenbullInvest) | Ex-Dividend | May 29, 2025 | $0.03 |
 PEP (GreenbullInvest) | Ex-Dividend | Jun 6, 2025 | $1.42 |
JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
KGC (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.03 |
 KO (GreenbullInvest) | Ex-Dividend | Jun 13, 2025 | $0.51 |
PEP (GreenbullInvest) | Pay Day | Jun 30, 2025 | $1.42 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2025 | $0.51 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 5/10
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
7.69
7.69
-2
0
2
8
8
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.29
1.29
0
0.8
1.2
0
2
Sharpe Ratio
0.29
0.29
0
0.5
1
1.5
1.5
Sortino Ratio
0.49
0.49
0
1
2
3
3
Jensen's Alpha
7.69
7.69
-2
0
2
8
8
Omega Ratio
1.3
1.3
0
1
1.5
2.5
2.5
Treynor Ratio
0.66
0.66
0
0.75
1.25
2
2
Information Ratio
0.29
0.29
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
37.78
High:
AI.PA
31.6AI.PALow:
SDZNY
-25,013.89SDZNYDetails
PEG Ratio
449.82
High:AI.PA
449.82AI.PALow:AI.PA
449.82AI.PADetails
Price/Book
3.61
High:AI.PA
3.89AI.PALow:
EMEIS.PA
1.14EMEIS.PADetails
Price/Sales
3.25
High:AI.PA
3.87AI.PALow:EMEIS.PA
0.35EMEIS.PADetails
Price/CF
13.83
High:AI.PA
14.82AI.PALow:EMEIS.PA
2.07EMEIS.PADetails
Price/FCF
85.93
High:AI.PA
103.29AI.PALow:EMEIS.PA
5.59EMEIS.PADetails
P/E Ratio
37.78
High:AI.PA
31.6AI.PALow:SDZNY
-25,013.89SDZNYDetails
PEG Ratio
449.82
High:AI.PA
449.82AI.PALow:AI.PA
449.82AI.PADetails
Price/Book
3.61
High:AI.PA
3.89AI.PALow:EMEIS.PA
1.14EMEIS.PADetails
Price/Sales
3.25
High:AI.PA
3.87AI.PALow:EMEIS.PA
0.35EMEIS.PADetails
Price/CF
13.83
High:AI.PA
14.82AI.PALow:EMEIS.PA
2.07EMEIS.PADetails
Price/FCF
85.93
High:AI.PA
103.29AI.PALow:EMEIS.PA
5.59EMEIS.PADetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-27.17% | Dec 2024 | - | 6 |
-20.35% | Apr 2024 | Nov 2024 | 7 |
-19.07% | Apr 2022 | Jul 2023 | 15 |
-7.06% | Aug 2023 | Nov 2023 | 3 |
-2.87% | Jan 2024 | Feb 2024 | 1 |