Portfolio of gauravk

gauravk_in

🇩🇪 Stock Value Investor.

1,216 copiers.

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

Summary

+0.71%

This Month

+10.66%

Year To Date

+47.56%

2 Years

+265.72%

5 Years

+1512.28%

10 Years

+59.98%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
23.93%
💻 Electronic Technology
23%
💵 Cash
20.09%
💰 Finance
9.34%
🛍️ Retail Trade
6.44%
📊 ETFs
5.5%
💼 Commercial Services
5.48%
💇‍♀️ Consumer Services
3.89%
🚗 Consumer Durables
1.83%
⛏️ Energy Minerals
1.69%
🧬 Health Technology
1.23%
🛠️ Producer Manufacturing
0.76%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.16%
🇺🇸 NYSE
21.83%
🇺🇸 Chicago Board Options Exchange
3.12%
🇬🇧 LSE
2.31%
🇩🇪 FRA
1.83%
🇭🇰 Hong Kong Exchanges
0.76%
🇳🇱 Euronext Amsterdam
0.65%
🇩🇰 Copenhagen Stock Exchange
0.43%

Countries Breakdown

Country
Total

🇺🇸 United States
62.88%
🇹🇼 Taiwan
3.94%
🇨🇳 China
2.96%
🇳🇱 Netherlands
2.82%
🇩🇪 Germany
1.83%
🇮🇳 India
1.69%
🇮🇱 Israel
1.04%
🇩🇰 Denmark
0.43%

Dividends

Dividend Yield

0.54%

22 out of 34 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.12%	6.35%	$9.06
QCOM	0.09%	2.23%	$3.25
TSM	0.04%	1.07%	$1.74
PLUS.L	0.03%	5.65%	$1.33
SPY	0.03%	1.16%	-
MSFT	0.03%	0.65%	$3
INDA	0.02%	0.72%	-
V	0.02%	0.69%	$2.01
GOOG	0.02%	0.41%	$0.2
BABA	0.02%	0.86%	$0.98
ASML	0.02%	0.82%	$5.57
NOVO-B.CO	0.01%	3.35%	$9.4
MA	0.01%	0.5%	$2.46
META	0.01%	0.28%	$1
BKNG	0.01%	0.67%	$17.5
AAPL	0.01%	0.45%	$0.97
ORCL	0.01%	0.77%	$1.6
INTC	0.01%	0.5%	$0.5
01211.HK	0.01%	1.28%	$3.41
RIGD.L	0.01%	0.33%	$0.18
REGN	0%	0.46%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
PLUS.L	Ex-Dividend	Aug 21, 2025	$0.56
V	Pay Day	Sep 2, 2025	$0.59
REGN	Pay Day	Sep 3, 2025	$0.88
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
BKNG	Ex-Dividend	Sep 5, 2025	$9.60
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
TSM	Ex-Dividend	Sep 16, 2025	$0.82
QCOM	Pay Day	Sep 25, 2025	$0.89
BKNG	Pay Day	Sep 30, 2025	$9.60
TSM	Pay Day	Oct 9, 2025	$0.82
PLUS.L	Pay Day	Nov 11, 2025	$0.56
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 8.9/10

Beta

0.88

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

3.31

Jensen's Alpha

49.9

-2

Omega Ratio

3.27

1.5

Treynor Ratio

4.84

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.81

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

3.31

Jensen's Alpha

49.9

-2

Omega Ratio

3.27

1.5

Treynor Ratio

4.84

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.81

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.55

High:

AMD

95.87

Low:

SNOW

-45.79

Details

PEG Ratio

1,254.49

High:

AAPL

23,827.33

Low:

XYZ

6.06

Details

Price/Book

8.73

High:

67.55

Low:

BKNG

-27.2

Details

Price/Sales

7.55

High:

NVDA

29.11

Low:

VOW3.DE

0.16

Details

Price/CF

23.2

High:

NFLX

64.2

Low:

VOW3.DE

2.81

Details

Price/FCF

49.16

High:

ORCL

348.36

Low:

ADYEN.NV

13.12

Details

P/E Ratio

32.55

High:

AMD

95.87

Low:

SNOW

-45.79

Details

PEG Ratio

1,254.49

High:

AAPL

23,827.33

Low:

XYZ

6.06

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	Jun 2025	4
-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
23.93%
💻 Electronic Technology
23%
💵 Cash
20.09%
💰 Finance
9.34%
🛍️ Retail Trade
6.44%
📊 ETFs
5.5%
💼 Commercial Services
5.48%
💇‍♀️ Consumer Services
3.89%
🚗 Consumer Durables
1.83%
⛏️ Energy Minerals
1.69%
🧬 Health Technology
1.23%
🛠️ Producer Manufacturing
0.76%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.16%
🇺🇸 NYSE
21.83%
🇺🇸 Chicago Board Options Exchange
3.12%
🇬🇧 LSE
2.31%
🇩🇪 FRA
1.83%
🇭🇰 Hong Kong Exchanges
0.76%
🇳🇱 Euronext Amsterdam
0.65%
🇩🇰 Copenhagen Stock Exchange
0.43%

Countries Breakdown

Country
Total

🇺🇸 United States
62.88%
🇹🇼 Taiwan
3.94%
🇨🇳 China
2.96%
🇳🇱 Netherlands
2.82%
🇩🇪 Germany
1.83%
🇮🇳 India
1.69%
🇮🇱 Israel
1.04%
🇩🇰 Denmark
0.43%

Dividends

Dividend Yield

0.54%

22 out of 34 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.12%	6.35%	$9.06
QCOM	0.09%	2.23%	$3.25
TSM	0.04%	1.07%	$1.74
PLUS.L	0.03%	5.65%	$1.33
SPY	0.03%	1.16%	-
MSFT	0.03%	0.65%	$3
INDA	0.02%	0.72%	-
V	0.02%	0.69%	$2.01
GOOG	0.02%	0.41%	$0.2
BABA	0.02%	0.86%	$0.98
ASML	0.02%	0.82%	$5.57
NOVO-B.CO	0.01%	3.35%	$9.4
MA	0.01%	0.5%	$2.46
META	0.01%	0.28%	$1
BKNG	0.01%	0.67%	$17.5
AAPL	0.01%	0.45%	$0.97
ORCL	0.01%	0.77%	$1.6
INTC	0.01%	0.5%	$0.5
01211.HK	0.01%	1.28%	$3.41
RIGD.L	0.01%	0.33%	$0.18
REGN	0%	0.46%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	Aug 21, 2025	$0.83
PLUS.L	Ex-Dividend	Aug 21, 2025	$0.56
V	Pay Day	Sep 2, 2025	$0.59
REGN	Pay Day	Sep 3, 2025	$0.88
QCOM	Ex-Dividend	Sep 4, 2025	$0.89
BKNG	Ex-Dividend	Sep 5, 2025	$9.60
GOOG	Ex-Dividend	Sep 8, 2025	$0.21
MSFT	Pay Day	Sep 11, 2025	$0.83
GOOG	Pay Day	Sep 15, 2025	$0.21
TSM	Ex-Dividend	Sep 16, 2025	$0.82
QCOM	Pay Day	Sep 25, 2025	$0.89
BKNG	Pay Day	Sep 30, 2025	$9.60
TSM	Pay Day	Oct 9, 2025	$0.82
PLUS.L	Pay Day	Nov 11, 2025	$0.56
INDA	Pay Day	Dec 20, 2025	$0.00

Performance Metrics

Score 8.9/10

Beta

0.88

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

3.31

Jensen's Alpha

49.9

-2

Omega Ratio

3.27

1.5

Treynor Ratio

4.84

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.81

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

3.31

Jensen's Alpha

49.9

-2

Omega Ratio

3.27

1.5

Treynor Ratio

4.84

0.75

1.25

Information Ratio

0.92

0.3

0.6

Calmar Ratio

1.81

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.55

High:

AMD

95.87

Low:

SNOW

-45.79

Details

PEG Ratio

1,254.49

High:

AAPL

23,827.33

Low:

XYZ

6.06

Details

8.73

High:

67.55

Low:

BKNG

-27.2

Details

Price/Sales

7.55

High:

NVDA

29.11

Low:

VOW3.DE

0.16

Details

Price/CF

23.2

High:

NFLX

64.2

Low:

VOW3.DE

2.81

Details

Price/FCF

49.16

High:

ORCL

348.36

Low:

ADYEN.NV

13.12

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	Jun 2025	4
-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