Portfolio of gauravk

gauravk_in

🇩🇪 Stock Value Investor.

1,179 copiers.

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

Summary

+1.71%

This Month

+14.03%

Year To Date

+56.9%

2 Years

+281.31%

5 Years

+1562.02%

10 Years

+59.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
26.42%
💻 Electronic Technology
24.19%
💵 Cash
19.17%
💰 Finance
9%
🛍️ Retail Trade
6.98%
📊 ETFs
5.35%
💼 Commercial Services
5.19%
💇‍♀️ Consumer Services
3.64%
🚗 Consumer Durables
1.78%
🧬 Health Technology
1.19%
🛠️ Producer Manufacturing
0.7%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
53.69%
🇺🇸 NYSE
23.68%
🇺🇸 Chicago Board Options Exchange
2.98%
🇩🇪 FRA
1.78%
🇭🇰 Hong Kong Exchanges
0.7%
🇬🇧 LSE
0.59%
🇳🇱 Euronext Amsterdam
0.58%
🇩🇰 Copenhagen Stock Exchange
0.43%

Countries Breakdown

Country
Total

🇺🇸 United States
64.15%
🇹🇼 Taiwan
4.92%
🇨🇳 China
3.5%
🇳🇱 Netherlands
2.98%
🇩🇪 Germany
1.78%
🇮🇱 Israel
1.32%
🇩🇰 Denmark
0.43%

Dividends

Dividend Yield

0.53%

21 out of 33 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (6.27%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VOW3.DE	0.11%	6.27%	$9.06
QCOM	0.09%	2.17%	$3.25
TSM	0.05%	0.95%	$1.74
PLUS.L	0.03%	5.73%	$1.33
SPY	0.03%	1.16%	-
MSFT	0.02%	0.65%	$3
INDA	0.02%	0.72%	-
V	0.02%	0.7%	$2.01
GOOG	0.02%	0.33%	$0.2
BABA	0.02%	0.65%	$0.98
ASML	0.02%	0.7%	$5.57
META	0.02%	0.34%	$1
NOVO-B.CO	0.01%	3.27%	$9.4
ORCL	0.01%	0.64%	$1.6
MA	0.01%	0.51%	$2.46
BKNG	0.01%	0.68%	$17.5
AAPL	0.01%	0.43%	$0.97
INTC	0.01%	0.5%	$0.5
01211.HK	0.01%	1.34%	$3.41
REGN	0%	0.46%	-
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
META	Ex-Dividend	Sep 22, 2025	$0.52
QCOM	Pay Day	Sep 25, 2025	$0.89
META	Pay Day	Sep 29, 2025	$0.52
BKNG	Pay Day	Sep 30, 2025	$9.60
NVDA	Pay Day	Oct 2, 2025	$0.01
ORCL	Ex-Dividend	Oct 9, 2025	$0.50
TSM	Pay Day	Oct 9, 2025	$0.82
ORCL	Pay Day	Oct 23, 2025	$0.50
PLUS.L	Pay Day	Nov 11, 2025	$0.49
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

49.21

-2

Omega Ratio

3.27

1.5

Treynor Ratio

4.81

0.75

1.25

Information Ratio

0.91

0.3

0.6

Calmar Ratio

1.79

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

1.11

0.5

Sortino Ratio

3.31

Jensen's Alpha

49.21

-2

Omega Ratio

3.27

1.5

Treynor Ratio

4.81

0.75

1.25

Information Ratio

0.91

0.3

0.6

Calmar Ratio

1.79

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.85

High:

AMD

91.27

Low:

SNOW

-53.32

Details

PEG Ratio

1,222.43

High:

AAPL

24,187.63

Low:

XYZ

5.94

Details

Price/Book

9.02

High:

66.96

Low:

BKNG

-26.58

Details

Price/Sales

7.87

High:

NVDA

26.4

Low:

VOW3.DE

0.16

Details

Price/CF

23.42

High:

SNOW

89.44

Low:

VOW3.DE

2.81

Details

Price/FCF

53.14

High:

ORCL

348.36

Low:

12.37

Details