adamnaeem avatar
adamnaeem
πŸ‡¬πŸ‡§ Value Stock Investor.
29 copiers.

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

-4.83%
Today
-6.4%
This Month
-5.69%
Year To Date
+90.04%
2 Years
+40.7%
5 Years
+10.25%
Annualized
  • adamnaeem
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • πŸ“Š ETFs
    47.95%
  • πŸ’» Electronic Technology
    14.87%
  • πŸ–₯️ Technology Services
    8.29%
  • πŸ“‘ Communications
    7.69%
  • πŸ’Ό Commercial Services
    5.51%
  • πŸ’° Finance
    3.9%
  • πŸ›οΈ Retail Trade
    3.76%
  • πŸš— Consumer Durables
    3.66%
  • 🚚 Transportation
    1.09%
  • 🍞 Consumer Non Durables
    1.01%
  • ⚑ Utilities
    0.48%
  • 🧬 Health Technology
    0.47%
  • ⛏️ Energy Minerals
    0.45%
  • πŸ₯ Health Services
    0.4%
  • πŸ’΅ Cash
    0.32%
  • ❓ Other
    0.2%

Exchanges Breakdown

  • Exchange
  • Total
  • πŸ‡ΊπŸ‡Έ NYSE
    40.14%
  • πŸ‡ΊπŸ‡Έ Nasdaq
    39.21%
  • πŸ‡¬πŸ‡§ LSE
    19.89%
  • πŸ‡¦πŸ‡ͺ Dubai Financial Market
    0.2%
  • πŸ‡³πŸ‡± Euronext Amsterdam
    0.19%
  • πŸ‡«πŸ‡· Euronext Paris
    0.1%

Countries Breakdown

  • Country
  • Total
  • πŸ‡ΊπŸ‡Έ United States
    43.62%
  • πŸ‡¬πŸ‡§ United Kingdom
    4%
  • πŸ‡ΉπŸ‡Ό Taiwan
    2.24%
  • πŸ‡¨πŸ‡³ China
    1.42%
  • πŸ‡±πŸ‡Ί Luxembourg
    0.19%
  • πŸ‡«πŸ‡· France
    0.1%

Dividends

Dividend Yield

0.83%

26 out of 37 instruments pay dividend.

10 dividend payments in the next 30 days.

Highest Dividend: $DUK (3.52%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
ISF.L
ISF.L
0.29%
3.49%
-
SPY
SPY
0.1%
1.19%
-
IWM
IWM
0.09%
1.18%
-
SPXL
SPXL
0.06%
0.73%
-
QQQ
QQQ
0.05%
0.56%
-
RR.L
RR.L
0.03%
0.81%
-
TSM
TSM
0.03%
1.23%
$1.74
V
V
0.02%
0.66%
$2.01
MSFT
MSFT
0.02%
0.84%
$3
DUK
DUK
0.02%
3.52%
$4.1
ULVR.L
ULVR.L
0.02%
3.15%
$1.47
XOM
XOM
0.02%
3.5%
$3.76
MA
MA
0.01%
0.53%
$2.46
META
META
0.01%
0.34%
$1
GOOGL
GOOGL
0.01%
0.49%
$0.2
PG
PG
0.01%
2.26%
$3.83
BABA
BABA
0.01%
0.74%
$0.98
BAC
BAC
0.01%
2.58%
$0.96
AAPL
AAPL
0.01%
0.44%
$0.97
JPM
JPM
0.01%
2.09%
$4.4
UNH
UNH
0.01%
1.74%
$7.74
AVGO
AVGO
0.01%
1.23%
$19.7
AXP
AXP
0%
1.13%
$2.6
SPINNEYS.AE
SPINNEYS.AE
0%
1.8%
-
LLY
LLY
0%
0.64%
$4.86
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
DUK
DUK
Pay Day
Mar 17
$1.04
GOOGL
GOOGL
Pay Day
Mar 17
$0.20
UNH
UNH
Pay Day
Mar 18
$2.10
TSM
TSM
Ex-Dividend
Mar 18
$0.69
AVGO
AVGO
Ex-Dividend
Mar 20
$0.59
META
META
Pay Day
Mar 26
$0.52
ISF.L
ISF.L
Pay Day
Mar 26
$0.05
BAC
BAC
Pay Day
Mar 28
$0.26
ULVR.L
ULVR.L
Pay Day
Mar 28
$0.47
AVGO
AVGO
Pay Day
Mar 31
$0.59
NVDA
NVDA
Pay Day
Apr 2
$0.01
AXP
AXP
Ex-Dividend
Apr 4
$0.82
MA
MA
Ex-Dividend
Apr 9
$0.76
TSM
TSM
Pay Day
Apr 10
$0.69
QQQ
QQQ
Pay Day
Apr 30
$0.57
AXP
AXP
Pay Day
May 9
$0.82
MA
MA
Pay Day
May 9
$0.76
IWM
IWM
Pay Day
Jun 17
$0.56
SPXL
SPXL
Pay Day
Jul 2
$0.34

Performance Metrics

Score 3.9/10

Beta

1.24
1.24
0
0.8
1.2
0
2

Sharpe Ratio

0.4
0.4
0
0.5
1
1.5
1.5

Sortino Ratio

0.63
0.63
0
1
2
3
3

Jensen's Alpha

-1.04
-1.04
-2
0
2
4.5
4.5

Omega Ratio

1.05
1.05
0
1
1.5
2.5
2.5

Treynor Ratio

0.71
0.71
0
0.75
1.25
2
2

Information Ratio

0.07
0.07
0
0.3
0.6
1
1

Calmar Ratio

0.21
0.21
0
0.3
0.6
1
1

Drawdowns

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  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-49.98%
Nov 2021Feb 202427
-7.09%
Jun 2021Sep 20213
-5.86%
Apr 2024May 20241
-4.52%
Feb 2025-2
-2.18%
Apr 2021May 20211
-2.15%
Dec 2024Jan 20251
-1.44%
Oct 2024Nov 20241

Monthly Performance