TomWintjes avatar
TomWintjes
🇳🇱 Stock Investor.
127 copiers.

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

-3.55%
Today
-6.04%
This Month
-6.75%
Year To Date
+67.43%
2 Years
+239.26%
5 Years
+31.19%
Annualized
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  • S&P 500
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Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💻 Electronic Technology
    23.59%
  • 🖥️ Technology Services
    22.09%
  • 📊 ETFs
    19.98%
  • 💰 Finance
    18.49%
  • 🍞 Consumer Non Durables
    6.29%
  • 🚗 Consumer Durables
    4.23%
  • 💼 Commercial Services
    3.29%
  • 💇‍♀️ Consumer Services
    1.88%
  • 💵 Cash
    0.27%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    52.13%
  • 🇺🇸 NYSE
    43.03%
  • 🇳🇱 Euronext Amsterdam
    4.68%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    75.18%
  • 🇳🇱 Netherlands
    4.68%

Dividends

Dividend Yield

0.89%

13 out of 16 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $INGA.NV (5.73%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
INGA.NV
INGA.NV
0.17%
5.73%
$1.11
KO
KO
0.17%
2.71%
$1.89
VOO
VOO
0.12%
1.23%
-
VXUS
VXUS
0.12%
3.2%
-
VTI
VTI
0.08%
1.25%
-
GOOG
GOOG
0.06%
0.48%
$0.2
MSFT
MSFT
0.05%
0.84%
$3
AAPL
AAPL
0.04%
0.44%
$0.97
V
V
0.02%
0.66%
$2.01
DIS
DIS
0.02%
0.98%
$0.75
ASML.NV
ASML.NV
0.02%
1.01%
$6.1
META
META
0.01%
0.34%
$1
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
META
META
Ex-Dividend
Mar 14
$0.52
KO
KO
Ex-Dividend
Mar 14
$0.51
GOOG
GOOG
Pay Day
Mar 17
$0.20
META
META
Pay Day
Mar 26
$0.52
KO
KO
Pay Day
Apr 1
$0.51
NVDA
NVDA
Pay Day
Apr 2
$0.01
INGA.NV
INGA.NV
Ex-Dividend
Apr 24
$0.74
INGA.NV
INGA.NV
Pay Day
May 2
$0.74
DIS
DIS
Ex-Dividend
Jun 24
$0.50
VXUS
VXUS
Pay Day
Jun 25
$0.48
VTI
VTI
Pay Day
Jul 2
$0.95
VOO
VOO
Pay Day
Jul 2
$1.78
DIS
DIS
Pay Day
Jul 23
$0.50

Performance Metrics

Score 8.5/10

Beta

1.06
1.06
0
0.8
1.2
0
2

Sharpe Ratio

1.2
1.2
0
0.5
1
2
2

Sortino Ratio

2.18
2.18
0
1
2
3
3

Jensen's Alpha

9.75
9.75
-2
0
2
10
10

Omega Ratio

2
2
0
1
1.5
2.5
2.5

Treynor Ratio

2.06
2.06
0
0.75
1.25
3
3

Information Ratio

0.8
0.8
0
0.3
0.6
1
1

Calmar Ratio

0.9
0.9
0
0.3
0.6
1
1

Drawdowns

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Worst Drawdowns

Depth
Start
End
Total months
-33.31%
Dec 2021Jan 202425
-5.39%
Sep 2021Oct 20211
-5.26%
Sep 2020Nov 20202
-4.61%
Feb 2025-2
-2.78%
Apr 2024May 20241
-0.97%
Oct 2024Nov 20241
-0.87%
Jun 2020Jul 20201
-0.63%
May 2021Jun 20211
-0.21%
Jul 2024Aug 20241

Monthly Performance