Vincent870724 avatar
Vincent870724
🇹🇼 Growth Stock Investor.
261 copiers.

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

+0.34%
Today
-1.99%
This Month
-11.62%
Year To Date
+75.33%
2 Years
+185.29%
5 Years
+25.93%
Annualized
  • Vincent870724
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💵 Cash
    45.6%
  • 💻 Electronic Technology
    40.92%
  • 🖥️ Technology Services
    11.96%
  • 🚗 Consumer Durables
    2.2%
  • 📊 ETFs
    1.27%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    51.03%
  • 🇺🇸 NYSE
    5.31%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    55.07%

Dividends

Dividend Yield

0.14%

6 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QCOM (2.45%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
AAPL
AAPL
0.04%
0.49%
$0.97
MSFT
MSFT
0.03%
0.84%
$3
SOXL
SOXL
0.03%
2.21%
-
GOOGL
GOOGL
0.02%
0.51%
$0.2
QCOM
QCOM
0.01%
2.45%
$3.25
NVDA
NVDA
0.01%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
MSFT
MSFT
Ex-Dividend
May 15
$0.83
MSFT
MSFT
Pay Day
Jun 12
$0.83

Performance Metrics

Score 7.4/10

Beta

1.27
1.27
0
0.8
1.2
0
2

Sharpe Ratio

0.86
0.86
0
0.5
1
1.5
1.5

Sortino Ratio

1.56
1.56
0
1
2
3
3

Jensen's Alpha

13.44
13.44
-2
0
2
14
14

Omega Ratio

1.78
1.78
0
1
1.5
2.5
2.5

Treynor Ratio

1.7
1.7
0
0.75
1.25
2
2

Information Ratio

0.75
0.75
0
0.3
0.6
1
1

Calmar Ratio

0.57
0.57
0
0.3
0.6
1
1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

33.4

High:avatarTSLA
123.8
Low:avatarQCOM
14.88
Details

PEG Ratio

78.32

High:avatarMSFT
251.01
Low:avatarNVDA
25.75
Details

Price/Book

16.92

High:avatarAAPL
45.63
Low:avatarAMD
2.66
Details

Price/Sales

10.75

High:avatarNVDA
20.96
Low:avatarQCOM
3.84
Details

Price/CF

37.65

High:avatarTSLA
95.18
Low:avatarQCOM
12.75
Details

Price/FCF

53.19

High:avatarTSLA
396.62
Low:avatarQCOM
19.6
Details

Drawdowns

  • Vincent870724
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-47.11%
Dec 2021Jul 202319
-15.54%
Jul 2024-10
-14.46%
Aug 2023Dec 20234
-9.86%
Sep 2020Nov 20202
-9%
Feb 2020May 20203
-6.01%
Sep 2021Oct 20211
-4.7%
Apr 2024Jun 20242
-3.58%
Jan 2021Apr 20213
-2%
May 2021Jun 20211

Monthly Performance