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TravelStocksUS
🇬🇧 Stock Smart Portfolio.

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

-2.79%
Today
-7.36%
This Month
-7.72%
Year To Date
+16.89%
2 Years
+4.76%
5 Years
+1.88%
Annualized
  • TravelStocksUS
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💇‍♀️ Consumer Services
    63.33%
  • 🚚 Transportation
    26.02%
  • 💰 Finance
    5.18%
  • 💵 Cash
    4.75%
  • 🖥️ Technology Services
    0.88%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    51.01%
  • 🇺🇸 Nasdaq
    44.39%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    76.21%
  • 🇨🇳 China
    10.3%
  • 🇬🇧 United Kingdom
    5.02%
  • 🇮🇪 Ireland
    3.86%

Dividends

Dividend Yield

0.85%

16 out of 32 instruments pay dividend.

8 dividend payments in the next 30 days.

Highest Dividend: $PK (8.07%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
VICI
VICI
0.17%
5.25%
$1.66
PK
PK
0.15%
8.07%
$0.8
RYAAY
RYAAY
0.07%
1.74%
$0.93
IHG
IHG
0.06%
1.28%
$1.49
LVS
LVS
0.06%
1.89%
$0.8
HTHT
HTHT
0.05%
1.63%
$0.6
LUV
LUV
0.04%
2.47%
$0.72
BKNG
BKNG
0.04%
0.77%
$17.5
MAR
MAR
0.04%
0.96%
$2.19
DAL
DAL
0.04%
1.03%
$0.3
WYNN
WYNN
0.04%
1.13%
$1
TCOM.CH
TCOM.CH
0.03%
0.44%
-
DIS
DIS
0.02%
0.95%
$0.75
H
H
0.02%
0.44%
$0.6
HLT
HLT
0.01%
0.24%
$0.6
EXPE
EXPE
0.01%
0.22%
-

Next Dividends

Instrument
Type
Date
Pay Per Share
LUV
LUV
Ex-Dividend
Mar 12
$0.18
H
H
Pay Day
Mar 12
$0.15
DAL
DAL
Pay Day
Mar 20
$0.15
VICI
VICI
Ex-Dividend
Mar 20
$0.43
EXPE
EXPE
Pay Day
Mar 27
$0.40
HLT
HLT
Pay Day
Mar 28
$0.15
BKNG
BKNG
Pay Day
Mar 31
$9.60
MAR
MAR
Pay Day
Mar 31
$0.63
PK
PK
Ex-Dividend
Mar 31
$0.25
LUV
LUV
Pay Day
Apr 2
$0.18
VICI
VICI
Pay Day
Apr 3
$0.43
PK
PK
Pay Day
Apr 15
$0.25
DIS
DIS
Ex-Dividend
Jun 24
$0.50
DIS
DIS
Pay Day
Jul 23
$0.50

Performance Metrics

Score 2.5/10

Beta

1.34
1.34
0
0.8
1.2
0
2

Sharpe Ratio

0.13
0.13
0
0.5
1
1.5
1.5

Sortino Ratio

0.21
0.21
0
1
2
3
3

Jensen's Alpha

-6.32
-6.32
-7
0
2
4.5
4.5

Omega Ratio

0.84
0.84
0
1
1.5
2.5
2.5

Treynor Ratio

0.23
0.23
0
0.75
1.25
2
2

Information Ratio

-0.23
-0.23
-1
0.3
0.6
1
1

Calmar Ratio

0.13
0.13
0
0.3
0.6
1
1

Drawdowns

  • TravelStocksUS
  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-31.03%
Apr 2022Feb 202422
-10.99%
Apr 2024Oct 20246
-7.94%
Feb 2025-2
-2.15%
Dec 2024Jan 20251

Monthly Performance