Portfolio of jimraynor1986 on eToro

jimraynor1986

🇲🇾 Growth Stock Investor.

10 copiers.

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

Summary

Today

-6.17%

This Month

-15.83%

Year To Date

+40.79%

2 Years

+82.22%

5 Years

+13.99%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
47.08%
🖥️ Technology Services
17.78%
💰 Finance
13.56%
🛍️ Retail Trade
7.77%
🧬 Health Technology
7.49%
🍞 Consumer Non Durables
1.67%
🛠️ Producer Manufacturing
1.27%
⚡ Utilities
1.07%
💇‍♀️ Consumer Services
0.75%
📡 Communications
0.68%
💼 Commercial Services
0.62%
🚗 Consumer Durables
0.19%
⛏️ Energy Minerals
0.08%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
71.44%
🇺🇸 NYSE
27.35%
🇬🇧 LSE
0.32%
🇭🇰 Hong Kong Exchanges
0.31%
🇨🇭 SIX
0.16%
🇩🇪 FRA
0.14%
🇫🇷 Euronext Paris
0.13%
🇳🇱 Euronext Amsterdam
0.06%
🇪🇸 Bolsa De Madrid
0.03%
🇮🇹 Borsa Italiana
0.03%
🇦🇺 Sydney
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
94.49%
🇹🇼 Taiwan
1.78%
🇳🇱 Netherlands
0.64%
🇮🇪 Ireland
0.59%
🇬🇧 United Kingdom
0.55%
🇩🇪 Germany
0.46%
🇨🇳 China
0.31%
🇨🇭 Switzerland
0.27%
🇰🇷 South Korea
0.24%
🇯🇵 Japan
0.22%
🇫🇷 France
0.13%
🇩🇰 Denmark
0.12%
🇨🇦 Canada
0.05%
🇪🇸 Spain
0.03%
🇮🇹 Italy
0.03%
🇮🇳 India
0.03%
🇦🇺 Australia
0.03%
🇭🇰 Hong Kong
0.03%

Dividends

Dividend Yield

1.44%

97 out of 110 instruments pay dividend.

23 dividend payments in the next 30 days.

Highest Dividend: $IIPR (14.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.14%	5.42%	$3.09
ABBV	0.1%	3.69%	$6.06
AAPL	0.09%	0.51%	$0.97
IIPR	0.09%	14.73%	$7.34
AVGO	0.08%	1.31%	$19.7
QCOM	0.07%	2.49%	$3.25
MSFT	0.06%	0.88%	$3
VZ	0.04%	6.13%	$2.66
LOW	0.04%	2.1%	$4.45
AMGN	0.04%	3.34%	$8.76
HR	0.04%	7.75%	$1.24
LTC.US	0.03%	6.38%	$2.28
TGT	0.03%	4.81%	$4.42
ESS	0.03%	3.6%	$9.52
USB	0.03%	5.21%	$1.94
WPC	0.03%	5.65%	$3.67
BBY	0.02%	6.08%	$3.72
MET	0.02%	3%	$2.11
TSM	0.02%	1.35%	$1.74
NEE	0.02%	3.18%	$1.97
EPR	0.02%	6.96%	$3.34
TXN	0.02%	3.58%	$5.14
PEP	0.02%	3.79%	$5.15
PAYX	0.02%	2.71%	$3.65
MDT.US	0.02%	3.39%	$2.77
ABT	0.02%	1.74%	$2.16
MRK	0.02%	4.05%	$3.04
ADP	0.02%	2.05%	$5.45
COST	0.02%	0.48%	$19.22
HRL	0.01%	3.74%	$1.12
GOOG	0.01%	0.52%	$0.2
ADC	0.01%	3.82%	$2.96
STAG	0.01%	4.48%	$1.47
SBUX	0.01%	2.94%	$2.24
AMAT	0.01%	1.21%	$1.44
JHG	0.01%	5.08%	$1.56
META	0.01%	0.4%	$1
MDLZ	0.01%	2.73%	$1.7
MCD	0.01%	2.21%	$6.53
DLR	0.01%	3.24%	$4.88
V	0.01%	0.67%	$2.01
SMSN.L	0.01%	2.48%	$23.68
BLK	0.01%	2.34%	$20.2
NVDA	0.01%	0.04%	$0.02
TM	0.01%	2.76%	$4.64
COF	0%	1.47%	$2.4
DFS	0%	1.75%	$2.8
NXPI	0%	2.38%	$4.06
PG	0%	2.39%	$3.83
2318.HK	0%	6.29%	$2.63
WMT	0%	1.01%	$0.81
EQIX	0%	2.21%	$16.19
LRCX	0%	1.4%	$8
SHEL.L	0%	4.42%	$0.8
NVO	0%	2.03%	$0.98
UBSG.ZU	0%	3.18%	$0.64
ASML	0%	0.9%	$5.57
HSBA.L	0%	6.53%	$0.49
OR.PA	0%	2.05%	$6.6
AXP	0%	1.16%	$2.6
KLAC	0%	0.99%	$5.65
NESN.ZU	0%	3.47%	$3
LLY	0%	0.64%	$4.86
STM.US	0%	1.51%	$0.23
GOOGL	0%	0.53%	$0.2
1398.HK	0%	6.18%	$0.33
ENEL.MI	0%	5.84%	$0.43
RY	0%	3.45%	$4.03
VST	0%	0.76%	$0.85
TTE.PA	0%	6.23%	$3.06
MA	0%	0.55%	$2.46
0700.HK	0%	0.98%	$3.4
ALV.DE	0%	4.43%	$13.8
FRT	0%	4.68%	$4.36
CRM	0%	0.65%	$0.4
ORCL	0%	1.32%	$1.6
ROG.ZU	0%	3.8%	$9.6
SO	0%	3.14%	$2.82
LOGI	0%	1.79%	$1.18
UL.US	0%	2.91%	$1.82
SPGI	0%	0.8%	$3.62
WKL.NV	0%	1.55%	$2.08
NVS	0%	2.96%	$3.2
STT	0%	3.65%	$2.76
CBA.ASX	0%	2.96%	$4.55
BEI.DE	0%	0.84%	$1
BAC	0%	2.73%	$0.96
SMFG	0%	2.44%	$0.29
JPM	0%	2.18%	$4.4
CB	0%	1.68%	$3.49
IBE.MC	0%	1.24%	$0.45
NDAQ	0%	1.33%	$0.9
9988.HK	0%	0.9%	$0.98
DIS	0%	1.18%	$0.75
SAP.DE	0%	1.04%	$2.2
01211.HK	0%	1.09%	$3.41
HDB	0%	0.82%	$0.6

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
BEI.DE	Ex-Dividend	Apr 22, 2025	$1.14
ORCL	Pay Day	Apr 23, 2025	$0.50
LOW	Ex-Dividend	Apr 23, 2025	$1.15
BEI.DE	Pay Day	Apr 24, 2025	$1.14
CRM	Pay Day	Apr 24, 2025	$0.42
RY	Ex-Dividend	Apr 24, 2025	$1.03
HSBA.L	Pay Day	Apr 25, 2025	$0.36
NVS	Pay Day	Apr 25, 2025	$3.99
ASML	Ex-Dividend	Apr 28, 2025	$1.92
JPM	Pay Day	Apr 30, 2025	$1.40
TXN	Ex-Dividend	Apr 30, 2025	$1.36
STAG	Ex-Dividend	Apr 30, 2025	$0.12
ADC	Ex-Dividend	Apr 30, 2025	$0.26
EPR	Ex-Dividend	Apr 30, 2025	$0.30
VZ	Pay Day	May 1, 2025	$0.68
O	Ex-Dividend	May 1, 2025	$0.27
COST	Ex-Dividend	May 2, 2025	$1.30
OR.PA	Ex-Dividend	May 5, 2025	$7.25
ASML	Pay Day	May 6, 2025	$1.92
OR.PA	Pay Day	May 7, 2025	$7.25
LOW	Pay Day	May 7, 2025	$1.15
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
TXN	Pay Day	May 13, 2025	$1.36
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
TGT	Ex-Dividend	May 14, 2025	$1.12
ADC	Pay Day	May 14, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
ABT	Pay Day	May 15, 2025	$0.59
HRL	Pay Day	May 15, 2025	$0.29
O	Pay Day	May 15, 2025	$0.27
STAG	Pay Day	May 15, 2025	$0.12
EPR	Pay Day	May 15, 2025	$0.30
SBUX	Ex-Dividend	May 16, 2025	$0.61
AMGN	Ex-Dividend	May 16, 2025	$2.38
SAP.DE	Pay Day	May 16, 2025	$2.35
COST	Pay Day	May 16, 2025	$1.30
0700.HK	Ex-Dividend	May 16, 2025	$0.58
WKL.NV	Ex-Dividend	May 19, 2025	$1.58
AMAT	Ex-Dividend	May 22, 2025	$0.46
RY	Pay Day	May 23, 2025	$1.03
WMT	Pay Day	May 27, 2025	$0.24
SBUX	Pay Day	May 30, 2025	$0.61
0700.HK	Pay Day	May 30, 2025	$0.58
TGT	Pay Day	Jun 1, 2025	$1.12
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
AMGN	Pay Day	Jun 6, 2025	$2.38
WKL.NV	Pay Day	Jun 11, 2025	$1.58
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ADP	Ex-Dividend	Jun 13, 2025	$1.54
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
TTE.PA	Pay Day	Jul 1, 2025	$0.88
ADP	Pay Day	Jul 1, 2025	$1.54
TSM	Pay Day	Jul 10, 2025	$0.68
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28

Performance Metrics

Score 4.8/10

Beta

1.25

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.4

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.25

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.4

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.15

High:

ARM

132.91

Low:

-8.97

Details

PEG Ratio

122.5

High:

HDB

4,048.98

Low:

JMIA

-5.53

Details

Price/Book

16.54

High:

ABBV

91.84

Low:

MCD

-58.64

Details

Price/Sales

8.25

High:

ARM

29.01

Low:

BBY

0.32

Details

Price/CF

32.49

High:

ARM

162.85

Low:

2318.HK

1.01

Details

Price/FCF

51.31

High:

PEP

5,253.35

Low:

2318.HK

1.11

Details

Worst Drawdowns

Depth	Start	End	Total months
-41.71%	Sep 2021	May 2024	32
-15.83%	Jan 2025	-	4
-8.14%	Sep 2020	Nov 2020	2
-3.22%	Mar 2021	Apr 2021	1
-0.42%	Oct 2024	Nov 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
47.08%
🖥️ Technology Services
17.78%
💰 Finance
13.56%
🛍️ Retail Trade
7.77%
🧬 Health Technology
7.49%
🍞 Consumer Non Durables
1.67%
🛠️ Producer Manufacturing
1.27%
⚡ Utilities
1.07%
💇‍♀️ Consumer Services
0.75%
📡 Communications
0.68%
💼 Commercial Services
0.62%
🚗 Consumer Durables
0.19%
⛏️ Energy Minerals
0.08%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
71.44%
🇺🇸 NYSE
27.35%
🇬🇧 LSE
0.32%
🇭🇰 Hong Kong Exchanges
0.31%
🇨🇭 SIX
0.16%
🇩🇪 FRA
0.14%
🇫🇷 Euronext Paris
0.13%
🇳🇱 Euronext Amsterdam
0.06%
🇪🇸 Bolsa De Madrid
0.03%
🇮🇹 Borsa Italiana
0.03%
🇦🇺 Sydney
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
94.49%
🇹🇼 Taiwan
1.78%
🇳🇱 Netherlands
0.64%
🇮🇪 Ireland
0.59%
🇬🇧 United Kingdom
0.55%
🇩🇪 Germany
0.46%
🇨🇳 China
0.31%
🇨🇭 Switzerland
0.27%
🇰🇷 South Korea
0.24%
🇯🇵 Japan
0.22%
🇫🇷 France
0.13%
🇩🇰 Denmark
0.12%
🇨🇦 Canada
0.05%
🇪🇸 Spain
0.03%
🇮🇹 Italy
0.03%
🇮🇳 India
0.03%
🇦🇺 Australia
0.03%
🇭🇰 Hong Kong
0.03%

Dividends

Dividend Yield

1.44%

97 out of 110 instruments pay dividend.

23 dividend payments in the next 30 days.

Highest Dividend: $IIPR (14.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.14%	5.42%	$3.09
ABBV	0.1%	3.69%	$6.06
AAPL	0.09%	0.51%	$0.97
IIPR	0.09%	14.73%	$7.34
AVGO	0.08%	1.31%	$19.7
QCOM	0.07%	2.49%	$3.25
MSFT	0.06%	0.88%	$3
VZ	0.04%	6.13%	$2.66
LOW	0.04%	2.1%	$4.45
AMGN	0.04%	3.34%	$8.76
HR	0.04%	7.75%	$1.24
LTC.US	0.03%	6.38%	$2.28
TGT	0.03%	4.81%	$4.42
ESS	0.03%	3.6%	$9.52
USB	0.03%	5.21%	$1.94
WPC	0.03%	5.65%	$3.67
BBY	0.02%	6.08%	$3.72
MET	0.02%	3%	$2.11
TSM	0.02%	1.35%	$1.74
NEE	0.02%	3.18%	$1.97
EPR	0.02%	6.96%	$3.34
TXN	0.02%	3.58%	$5.14
PEP	0.02%	3.79%	$5.15
PAYX	0.02%	2.71%	$3.65
MDT.US	0.02%	3.39%	$2.77
ABT	0.02%	1.74%	$2.16
MRK	0.02%	4.05%	$3.04
ADP	0.02%	2.05%	$5.45
COST	0.02%	0.48%	$19.22
HRL	0.01%	3.74%	$1.12
GOOG	0.01%	0.52%	$0.2
ADC	0.01%	3.82%	$2.96
STAG	0.01%	4.48%	$1.47
SBUX	0.01%	2.94%	$2.24
AMAT	0.01%	1.21%	$1.44
JHG	0.01%	5.08%	$1.56
META	0.01%	0.4%	$1
MDLZ	0.01%	2.73%	$1.7
MCD	0.01%	2.21%	$6.53
DLR	0.01%	3.24%	$4.88
V	0.01%	0.67%	$2.01
SMSN.L	0.01%	2.48%	$23.68
BLK	0.01%	2.34%	$20.2
NVDA	0.01%	0.04%	$0.02
TM	0.01%	2.76%	$4.64
COF	0%	1.47%	$2.4
DFS	0%	1.75%	$2.8
NXPI	0%	2.38%	$4.06
PG	0%	2.39%	$3.83
2318.HK	0%	6.29%	$2.63
WMT	0%	1.01%	$0.81
EQIX	0%	2.21%	$16.19
LRCX	0%	1.4%	$8
SHEL.L	0%	4.42%	$0.8
NVO	0%	2.03%	$0.98
UBSG.ZU	0%	3.18%	$0.64
ASML	0%	0.9%	$5.57
HSBA.L	0%	6.53%	$0.49
OR.PA	0%	2.05%	$6.6
AXP	0%	1.16%	$2.6
KLAC	0%	0.99%	$5.65
NESN.ZU	0%	3.47%	$3
LLY	0%	0.64%	$4.86
STM.US	0%	1.51%	$0.23
GOOGL	0%	0.53%	$0.2
1398.HK	0%	6.18%	$0.33
ENEL.MI	0%	5.84%	$0.43
RY	0%	3.45%	$4.03
VST	0%	0.76%	$0.85
TTE.PA	0%	6.23%	$3.06
MA	0%	0.55%	$2.46
0700.HK	0%	0.98%	$3.4
ALV.DE	0%	4.43%	$13.8
FRT	0%	4.68%	$4.36
CRM	0%	0.65%	$0.4
ORCL	0%	1.32%	$1.6
ROG.ZU	0%	3.8%	$9.6
SO	0%	3.14%	$2.82
LOGI	0%	1.79%	$1.18
UL.US	0%	2.91%	$1.82
SPGI	0%	0.8%	$3.62
WKL.NV	0%	1.55%	$2.08
NVS	0%	2.96%	$3.2
STT	0%	3.65%	$2.76
CBA.ASX	0%	2.96%	$4.55
BEI.DE	0%	0.84%	$1
BAC	0%	2.73%	$0.96
SMFG	0%	2.44%	$0.29
JPM	0%	2.18%	$4.4
CB	0%	1.68%	$3.49
IBE.MC	0%	1.24%	$0.45
NDAQ	0%	1.33%	$0.9
9988.HK	0%	0.9%	$0.98
DIS	0%	1.18%	$0.75
SAP.DE	0%	1.04%	$2.2
01211.HK	0%	1.09%	$3.41
HDB	0%	0.82%	$0.6

Next Dividends

Stock	Type	Date	Pay Per Share
PG	Ex-Dividend	Apr 21, 2025	$1.06
BEI.DE	Ex-Dividend	Apr 22, 2025	$1.14
ORCL	Pay Day	Apr 23, 2025	$0.50
LOW	Ex-Dividend	Apr 23, 2025	$1.15
BEI.DE	Pay Day	Apr 24, 2025	$1.14
CRM	Pay Day	Apr 24, 2025	$0.42
RY	Ex-Dividend	Apr 24, 2025	$1.03
HSBA.L	Pay Day	Apr 25, 2025	$0.36
NVS	Pay Day	Apr 25, 2025	$3.99
ASML	Ex-Dividend	Apr 28, 2025	$1.92
JPM	Pay Day	Apr 30, 2025	$1.40
TXN	Ex-Dividend	Apr 30, 2025	$1.36
STAG	Ex-Dividend	Apr 30, 2025	$0.12
ADC	Ex-Dividend	Apr 30, 2025	$0.26
EPR	Ex-Dividend	Apr 30, 2025	$0.30
VZ	Pay Day	May 1, 2025	$0.68
O	Ex-Dividend	May 1, 2025	$0.27
COST	Ex-Dividend	May 2, 2025	$1.30
OR.PA	Ex-Dividend	May 5, 2025	$7.25
ASML	Pay Day	May 6, 2025	$1.92
OR.PA	Pay Day	May 7, 2025	$7.25
LOW	Pay Day	May 7, 2025	$1.15
AXP	Pay Day	May 9, 2025	$0.82
WMT	Ex-Dividend	May 9, 2025	$0.24
MA	Pay Day	May 9, 2025	$0.76
TXN	Pay Day	May 13, 2025	$1.36
SAP.DE	Ex-Dividend	May 14, 2025	$2.35
TGT	Ex-Dividend	May 14, 2025	$1.12
ADC	Pay Day	May 14, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
PG	Pay Day	May 15, 2025	$1.06
ABBV	Pay Day	May 15, 2025	$1.64
ABT	Pay Day	May 15, 2025	$0.59
HRL	Pay Day	May 15, 2025	$0.29
O	Pay Day	May 15, 2025	$0.27
STAG	Pay Day	May 15, 2025	$0.12
EPR	Pay Day	May 15, 2025	$0.30
SBUX	Ex-Dividend	May 16, 2025	$0.61
AMGN	Ex-Dividend	May 16, 2025	$2.38
SAP.DE	Pay Day	May 16, 2025	$2.35
COST	Pay Day	May 16, 2025	$1.30
0700.HK	Ex-Dividend	May 16, 2025	$0.58
WKL.NV	Ex-Dividend	May 19, 2025	$1.58
AMAT	Ex-Dividend	May 22, 2025	$0.46
RY	Pay Day	May 23, 2025	$1.03
WMT	Pay Day	May 27, 2025	$0.24
SBUX	Pay Day	May 30, 2025	$0.61
0700.HK	Pay Day	May 30, 2025	$0.58
TGT	Pay Day	Jun 1, 2025	$1.12
QCOM	Ex-Dividend	Jun 5, 2025	$0.89
AMGN	Pay Day	Jun 6, 2025	$2.38
WKL.NV	Pay Day	Jun 11, 2025	$1.58
MSFT	Pay Day	Jun 12, 2025	$0.83
AMAT	Pay Day	Jun 12, 2025	$0.46
TSM	Ex-Dividend	Jun 12, 2025	$0.68
ADP	Ex-Dividend	Jun 13, 2025	$1.54
TTE.PA	Ex-Dividend	Jun 19, 2025	$0.88
DIS	Ex-Dividend	Jun 24, 2025	$0.50
QCOM	Pay Day	Jun 26, 2025	$0.89
TTE.PA	Pay Day	Jul 1, 2025	$0.88
ADP	Pay Day	Jul 1, 2025	$1.54
TSM	Pay Day	Jul 10, 2025	$0.68
ENEL.MI	Ex-Dividend	Jul 21, 2025	$0.28
DIS	Pay Day	Jul 23, 2025	$0.50
ENEL.MI	Pay Day	Jul 23, 2025	$0.28

Performance Metrics

Score 4.8/10

Beta

1.25

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.4

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Beta

1.25

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

0.93

Jensen's Alpha

-0.4

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.92

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

0.35

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

31.15

High:

ARM

132.91

Low:

-8.97

Details

PEG Ratio

122.5

High:

HDB

4,048.98

Low:

JMIA

-5.53

Details

Price/Book

16.54

High:

ABBV

91.84

Low:

MCD

-58.64

Details

Price/Sales

8.25

High:

ARM

29.01

Low:

BBY

0.32

Details

Price/CF

32.49

High:

ARM

162.85

Low:

2318.HK

1.01

Details

Price/FCF

51.31

High:

PEP

5,253.35

Low:

2318.HK

1.11

Details

Depth

Start

End

Total months

-41.71%

Sep 2021

May 2024

-15.83%

Jan 2025

-8.14%

Sep 2020

Nov 2020

-3.22%

Mar 2021

Apr 2021

-0.42%

Oct 2024

Nov 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 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 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