Portfolio of Viktor

Viktor_V

🇸🇰 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.

Summary

+0.04%

Today

-4.26%

This Month

-6.09%

Year To Date

+29.36%

2 Years

+96.61%

5 Years

+17.41%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
27.39%
💻 Electronic Technology
18.06%
🖥️ Technology Services
8.84%
🛍️ Retail Trade
6.33%
🍞 Consumer Non Durables
5.97%
⚡ Utilities
4.92%
💇‍♀️ Consumer Services
4.21%
🛠️ Producer Manufacturing
4.05%
🧬 Health Technology
3.71%
⛏️ Energy Minerals
2.43%
💵 Cash
2.41%
🪙 Cryptocurrencies
2.4%
🚗 Consumer Durables
1.94%
📦 Distribution Services
1.89%
📡 Communications
1.86%
🏭 Industrial Services
1.28%
🧩 Miscellaneous
1.26%
🚚 Transportation
0.65%
🪨 Non Energy Minerals
0.63%
🧪 Process Industries
0.51%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.56%
🇺🇸 Nasdaq
22.58%
🇩🇪 FRA
4.69%
🇫🇷 Euronext Paris
3.84%
🇬🇧 LSE
2.68%
🇨🇭 SIX
2.56%
🌍 Digital Currency
2.4%

Countries Breakdown

Country
Total

🇺🇸 United States
78.1%
🇩🇪 Germany
4.69%
🇫🇷 France
3.84%
🇬🇧 United Kingdom
3.19%
🇨🇭 Switzerland
2.56%
🇨🇦 Canada
1.95%
🇹🇼 Taiwan
0.68%
🇯🇵 Japan
0.55%
🇨🇳 China
0.35%

Dividends

Dividend Yield

2.91%

73 out of 76 instruments pay dividend.

16 dividend payments in the next 30 days.

Highest Dividend: $B4B.DE (10.22%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SPG	0.19%	5.49%	$7.75
CS.PA	0.18%	5.42%	$1.98
O	0.13%	5.42%	$3.09
AVGO	0.11%	1.31%	$19.7
WPC	0.1%	5.65%	$3.67
KO	0.09%	2.69%	$1.89
ABBV	0.08%	3.69%	$6.06
ALV.DE	0.08%	4.43%	$13.8
T	0.08%	4.09%	$1.11
ENB	0.07%	5.65%	$2.66
MAIN	0.07%	5.68%	$2.85
XOM	0.07%	3.63%	$3.76
WHR	0.07%	8.88%	$7
SREN.ZU	0.06%	4.24%	$6.22
BLK	0.05%	2.34%	$20.2
MCD	0.05%	2.21%	$6.53
OKE	0.05%	4.64%	$3.89
LYB	0.05%	9.44%	$5.09
ORI	0.05%	2.87%	$1.02
ULVR.L	0.05%	3.09%	$1.47
MSFT	0.05%	0.88%	$3
BATS.L	0.04%	7.62%	$2.36
WFC	0.04%	2.4%	$1.4
BP.L	0.04%	6.73%	$0.23
HLAG.DE	0.04%	6.1%	$9.25
SIE.DE	0.04%	2.78%	$4.7
BAC	0.04%	2.73%	$0.96
NEE	0.04%	3.18%	$1.97
PNC	0.04%	4.2%	$6.2
JNJ	0.04%	3.19%	$4.81
IBM	0.04%	2.8%	$6.65
CVS	0.04%	3.95%	$2.54
FRT	0.03%	4.68%	$4.36
GS	0.03%	2.36%	$11
BAS.DE	0.03%	5.37%	$3.4
HD	0.03%	2.55%	$8.52
BBY	0.03%	6.08%	$3.72
RTX	0.03%	1.96%	$2.44
MET	0.03%	3%	$2.11
LOW	0.03%	2.1%	$4.45
PFE	0.03%	7.63%	$1.66
LMT	0.03%	2.78%	$12.45
SYY	0.03%	2.84%	$2.01
RNO.PA	0.03%	5.01%	$1.85
B4B.DE	0.03%	10.22%	$0.55
GPC	0.02%	3.53%	$3.9
PPL	0.02%	2.93%	$1
ABBN.ZU	0.02%	2.14%	$0.87
QSR	0.02%	3.64%	$2.26
STAG	0.02%	4.48%	$1.47
JACK	0.02%	7.58%	$1.76
CSCO	0.02%	2.89%	$1.58
EMR	0.02%	2.11%	$2.1
MMM	0.02%	2.17%	$5.21
EPD	0.02%	6.83%	$2.03
AAPL	0.02%	0.51%	$0.97
DLR	0.02%	3.24%	$4.88
AXP	0.02%	1.16%	$2.6
YUM	0.02%	1.9%	$2.55
TM	0.02%	2.76%	$4.64
LW	0.01%	2.73%	$1.28
WM	0.01%	1.33%	$2.9
NUE	0.01%	1.97%	$2.13
WMT	0.01%	1.01%	$0.81
CNP	0.01%	2.23%	$0.79
TSM	0.01%	1.35%	$1.74
INTC	0.01%	2.64%	$0.5
META	0.01%	0.4%	$1
LEG	0%	2.91%	$1.43
GOOG	0%	0.52%	$0.2
BABA	0%	0.9%	$0.98
BAYN.DE	0%	0.52%	$0.11
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CVS	Ex-Dividend	Apr 22, 2025	$0.66
CSCO	Pay Day	Apr 23, 2025	$0.41
LOW	Ex-Dividend	Apr 23, 2025	$1.15
SYY	Pay Day	Apr 25, 2025	$0.51
BAYN.DE	Ex-Dividend	Apr 28, 2025	$0.12
BAYN.DE	Pay Day	Apr 30, 2025	$0.12
EPD	Ex-Dividend	Apr 30, 2025	$0.54
STAG	Ex-Dividend	Apr 30, 2025	$0.12
T	Pay Day	May 1, 2025	$0.28
CVS	Pay Day	May 1, 2025	$0.66
O	Ex-Dividend	May 1, 2025	$0.27
LW	Ex-Dividend	May 2, 2025	$0.37
CS.PA	Ex-Dividend	May 5, 2025	$2.25
PNC	Pay Day	May 5, 2025	$1.60
CS.PA	Pay Day	May 7, 2025	$2.25
LOW	Pay Day	May 7, 2025	$1.15
RNO.PA	Ex-Dividend	May 8, 2025	$2.30
MAIN	Ex-Dividend	May 8, 2025	$0.25
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
RNO.PA	Pay Day	May 12, 2025	$2.30
NUE	Pay Day	May 12, 2025	$0.55
EPD	Pay Day	May 14, 2025	$0.54
MSFT	Ex-Dividend	May 15, 2025	$0.83
ABBV	Pay Day	May 15, 2025	$1.64
CNP	Ex-Dividend	May 15, 2025	$0.22
O	Pay Day	May 15, 2025	$0.27
MAIN	Pay Day	May 15, 2025	$0.25
STAG	Pay Day	May 15, 2025	$0.12
WHR	Ex-Dividend	May 16, 2025	$1.75
JNJ	Ex-Dividend	May 27, 2025	$1.30
WMT	Pay Day	May 27, 2025	$0.24
GS	Ex-Dividend	May 30, 2025	$3.00
LW	Pay Day	May 30, 2025	$0.37
JNJ	Pay Day	Jun 10, 2025	$1.30
MSFT	Pay Day	Jun 12, 2025	$0.83
CNP	Pay Day	Jun 12, 2025	$0.22
TSM	Ex-Dividend	Jun 12, 2025	$0.68
WHR	Pay Day	Jun 15, 2025	$1.75
BATS.L	Ex-Dividend	Jun 26, 2025	$0.76
GS	Pay Day	Jun 27, 2025	$3.00
TSM	Pay Day	Jul 10, 2025	$0.68
BATS.L	Pay Day	Aug 1, 2025	$0.76

Performance Metrics

Score 6.7/10

Beta

0.84

0.8

1.2

Sharpe Ratio

0.91

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

2.17

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

-0.02

-1

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Beta

0.84

0.8

1.2

Sharpe Ratio

0.91

0.5

1.5

Sortino Ratio

1.66

Jensen's Alpha

2.17

-2

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

1.41

0.75

1.25

Information Ratio

-0.02

-1

0.3

0.6

Calmar Ratio

0.87

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.74

High:

BP.L

258.56

Low:

WHR

-13.47

Details

PEG Ratio

142.89

High:

ABBN.ZU

617.63

Low:

BAYN.DE

-61.25

Details

Price/Book

7.63

High:

ABBV

91.84

Low:

MCD

-58.64

Details

Price/Sales

4.86

High:

NVDA

19.21

Low:

B4B.DE

0.06

Details

Price/CF

21.36

High:

NVDA

54.98

Low:

RNO.PA

1.89

Details

Price/FCF

43.43

High:

CNP

2,846

Low:

2.82

Details