Portfolio of gauravk

gauravk_in

🇩🇪 Value Stock Investor.

1,338 copiers.

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

Summary

+0.03%

Today

+8.17%

This Month

+3.61%

Year To Date

+48.4%

2 Years

+399.99%

5 Years

+61.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28%
💻 Electronic Technology
26.91%
💰 Finance
10.3%
🛍️ Retail Trade
7.34%
📊 ETFs
6.25%
💼 Commercial Services
5.01%
💇‍♀️ Consumer Services
4.81%
💵 Cash
4.23%
🚗 Consumer Durables
2.83%
⛏️ Energy Minerals
2.05%
🧬 Health Technology
1.63%
🛠️ Producer Manufacturing
1.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.29%
🇺🇸 NYSE
23.87%
🇺🇸 Chicago Board Options Exchange
3.67%
🇬🇧 LSE
2.82%
🇩🇪 FRA
2.03%
🇭🇰 Hong Kong Exchanges
1.21%
🇳🇱 Euronext Amsterdam
0.83%
🇩🇰 Copenhagen Stock Exchange
0.63%

Countries Breakdown

Country
Total

🇺🇸 United States
71.46%
🇹🇼 Taiwan
5.05%
🇨🇳 China
3.89%
🇳🇱 Netherlands
2.69%
🇮🇳 India
2.05%
🇩🇪 Germany
2.03%
🇮🇱 Israel
1.21%
🇬🇧 United Kingdom
1.1%
🇩🇰 Denmark
0.63%

Dividends

Dividend Yield

0.69%

23 out of 37 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.13%	6.53%	$9.06
QCOM	0.11%	2.24%	$3.25
INTC	0.07%	2.35%	$0.5
TSM	0.06%	1.14%	$1.74
PLUS.L	0.04%	5.17%	$1.33
SPY	0.03%	1.29%	-
MSFT	0.03%	0.71%	$3
GOOG	0.03%	0.49%	$0.2
INDA	0.03%	0.74%	-
BABA	0.02%	0.82%	$0.98
V	0.02%	0.62%	$2.01
ORCL	0.02%	1.06%	$1.6
NOVO-B.CO	0.02%	2.56%	$9.4
META	0.01%	0.32%	$1
ASML	0.01%	0.79%	$5.57
BKNG	0.01%	0.69%	$17.5
AAPL	0.01%	0.49%	$0.97
MA	0.01%	0.49%	$2.46
01211.HK	0.01%	0.93%	$3.41
RIGD.L	0.01%	0.3%	$0.18
REGN	0%	0.29%	-
GOOGL	0%	0.49%	$0.2
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
V	Pay Day	Jun 2, 2025	$0.59
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
BKNG	Ex-Dividend	Jun 6, 2025	$9.60
REGN	Pay Day	Jun 6, 2025	$0.88
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
QCOM	Pay Day	Jun 26, 2025	$0.89
BKNG	Pay Day	Jun 30, 2025	$9.60
PLUS.L	Pay Day	Jul 9, 2025	$0.40
TSM	Pay Day	Jul 10, 2025	$0.68
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 8.9/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

3.24

Jensen's Alpha

51.93

-2

Omega Ratio

3.33

1.5

Treynor Ratio

4.75

0.75

1.25

Information Ratio

0.94

0.3

0.6

Calmar Ratio

1.78

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

3.24

Jensen's Alpha

51.93

-2

Omega Ratio

3.33

1.5

Treynor Ratio

4.75

0.75

1.25

Information Ratio

0.94

0.3

0.6

Calmar Ratio

1.78

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.83

High:

TSLA

189.08

Low:

SNOW

-47.32

Details

PEG Ratio

104.14

High:

308.23

Low:

XYZ

3.28

Details

Price/Book

7.66

High:

79.27

Low:

BKNG

-28.41

Details

Price/Sales

6.68

High:

ARM

34.83

Low:

VOW3.DE

0.15

Details

Price/CF

21.42

High:

ARM

286.48

Low:

VOW3.DE

2.55

Details

Price/FCF

45.46

High:

ARM

638.94

Low:

PYPL

10.92

Details

P/E Ratio

28.83

High:

TSLA

189.08

Low:

SNOW

-47.32

Details

PEG Ratio

104.14

High:

308.23

Low:

XYZ

3.28

Details

Worst Drawdowns

Depth	Start	End	Total months
-12.55%	Mar 2020	Apr 2020	1
-11.12%	Aug 2022	Jan 2023	5
-8.81%	Feb 2025	May 2025	3
-7.76%	Aug 2023	Nov 2023	3
-6.81%	Aug 2019	Oct 2019	2
-5.29%	Sep 2020	Nov 2020	2
-5.11%	Feb 2021	Jun 2021	4
-2.63%	Apr 2024	May 2024	1
-2.52%	Apr 2023	May 2023	1
-1.92%	Jul 2021	Nov 2021	4
-1.66%	Feb 2023	Mar 2023	1
-0.75%	Oct 2024	Nov 2024	1
-0.53%	Dec 2024	Jan 2025	1
-0.26%	Jan 2024	Feb 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28%
💻 Electronic Technology
26.91%
💰 Finance
10.3%
🛍️ Retail Trade
7.34%
📊 ETFs
6.25%
💼 Commercial Services
5.01%
💇‍♀️ Consumer Services
4.81%
💵 Cash
4.23%
🚗 Consumer Durables
2.83%
⛏️ Energy Minerals
2.05%
🧬 Health Technology
1.63%
🛠️ Producer Manufacturing
1.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.29%
🇺🇸 NYSE
23.87%
🇺🇸 Chicago Board Options Exchange
3.67%
🇬🇧 LSE
2.82%
🇩🇪 FRA
2.03%
🇭🇰 Hong Kong Exchanges
1.21%
🇳🇱 Euronext Amsterdam
0.83%
🇩🇰 Copenhagen Stock Exchange
0.63%

Countries Breakdown

Country
Total

🇺🇸 United States
71.46%
🇹🇼 Taiwan
5.05%
🇨🇳 China
3.89%
🇳🇱 Netherlands
2.69%
🇮🇳 India
2.05%
🇩🇪 Germany
2.03%
🇮🇱 Israel
1.21%
🇬🇧 United Kingdom
1.1%
🇩🇰 Denmark
0.63%

Dividends

Dividend Yield

0.69%

23 out of 37 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.53%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.13%	6.53%	$9.06
QCOM	0.11%	2.24%	$3.25
INTC	0.07%	2.35%	$0.5
TSM	0.06%	1.14%	$1.74
PLUS.L	0.04%	5.17%	$1.33
SPY	0.03%	1.29%	-
MSFT	0.03%	0.71%	$3
GOOG	0.03%	0.49%	$0.2
INDA	0.03%	0.74%	-
BABA	0.02%	0.82%	$0.98
V	0.02%	0.62%	$2.01
ORCL	0.02%	1.06%	$1.6
NOVO-B.CO	0.02%	2.56%	$9.4
META	0.01%	0.32%	$1
ASML	0.01%	0.79%	$5.57
BKNG	0.01%	0.69%	$17.5
AAPL	0.01%	0.49%	$0.97
MA	0.01%	0.49%	$2.46
01211.HK	0.01%	0.93%	$3.41
RIGD.L	0.01%	0.3%	$0.18
REGN	0%	0.29%	-
GOOGL	0%	0.49%	$0.2
NVDA	0%	0.03%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
V	Pay Day	Jun 2, 2025	$0.59
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
BKNG	Ex-Dividend	Jun 6, 2025	$9.60
REGN	Pay Day	Jun 6, 2025	$0.88
GOOG	Ex-Dividend	Jun 9, 2025	$0.21
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
GOOG	Pay Day	Jun 16, 2025	$0.21
GOOGL	Pay Day	Jun 16, 2025	$0.21
QCOM	Pay Day	Jun 26, 2025	$0.89
BKNG	Pay Day	Jun 30, 2025	$9.60
PLUS.L	Pay Day	Jul 9, 2025	$0.40
TSM	Pay Day	Jul 10, 2025	$0.68
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 8.9/10

Beta

0.9

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

3.24

Jensen's Alpha

51.93

-2

Omega Ratio

3.33

1.5

Treynor Ratio

4.75

0.75

1.25

Information Ratio

0.94

0.3

0.6

Calmar Ratio

1.78

0.3

0.6

Beta

0.9

0.8

1.2

Sharpe Ratio

1.09

0.5

Sortino Ratio

3.24

Jensen's Alpha

51.93

-2

Omega Ratio

3.33

1.5

Treynor Ratio

4.75

0.75

1.25

Information Ratio

0.94

0.3

0.6

Calmar Ratio

1.78

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

28.83

High:

TSLA

189.08

Low:

SNOW

-47.32

Details

PEG Ratio

104.14

High:

308.23

Low:

XYZ

3.28

Details

104.14

High:

308.23

Low:

XYZ

3.28

Details

45.46

High:

ARM

638.94

Low:

PYPL

10.92

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.55%	Mar 2020	Apr 2020	1
-11.12%	Aug 2022	Jan 2023	5
-8.81%	Feb 2025	May 2025	3
-7.76%	Aug 2023	Nov 2023	3
-6.81%	Aug 2019	Oct 2019	2
-5.29%	Sep 2020	Nov 2020	2
-5.11%	Feb 2021	Jun 2021	4
-2.63%	Apr 2024	May 2024	1
-2.52%	Apr 2023	May 2023	1
-1.92%	Jul 2021	Nov 2021	4
-1.66%	Feb 2023	Mar 2023	1
-0.75%	Oct 2024	Nov 2024	1
-0.53%	Dec 2024	Jan 2025	1
-0.26%	Jan 2024	Feb 2024	1

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics