jokayser99 avatar

jokayser99
🇩🇪 Stock Investor.
2 copiers.

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

+0.22%
Today
-5.82%
This Month
-5.34%
Year To Date
+22.15%
2 Years
+24.5%
5 Years
-0.51%
Annualized
  • jokayser99
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 💻 Electronic Technology
    32.91%
  • 🖥️ Technology Services
    26.86%
  • 🧬 Health Technology
    6.9%
  • ⚡ Utilities
    6.48%
  • 🛠️ Producer Manufacturing
    5.18%
  • 💵 Cash
    4.89%
  • 🏭 Industrial Services
    4.35%
  • 🛍️ Retail Trade
    4.26%
  • 🚗 Consumer Durables
    2.5%
  • 💇‍♀️ Consumer Services
    1.56%
  • 🚚 Transportation
    1.43%
  • 💰 Finance
    1.09%
  • 🍞 Consumer Non Durables
    1.07%
  • 🧪 Process Industries
    1%
  • 🪙 Cryptocurrencies
    0.14%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    52.74%
  • 🇺🇸 NYSE
    25.08%
  • 🇭🇰 Hong Kong Exchanges
    12.75%
  • 🇪🇸 Bolsa De Madrid
    2.65%
  • 🇸🇪 Stockholm Stock Exchange
    1.31%
  • 🇬🇧 LSE
    1.05%
  • 🌍 Digital Currency
    0.14%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    63.71%
  • 🇨🇳 China
    18.45%
  • 🇪🇸 Spain
    2.65%
  • 🇮🇪 Ireland
    2.64%
  • 🇳🇱 Netherlands
    2.61%
  • 🇮🇳 India
    2.13%
  • 🇸🇪 Sweden
    1.31%
  • 🇬🇧 United Kingdom
    1.05%
  • 🇨🇦 Canada
    0.57%
  • 🇮🇱 Israel
    0.36%
  • 🇩🇪 Germany
    0.1%

Dividends

Dividend Yield

0.65%

20 out of 51 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $0968.HK (7.27%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
IBE.MC
IBE.MC
0.09%
3.4%
$0.45
WM
WM
0.06%
1.35%
$2.9
QCOM
QCOM
0.06%
2.19%
$3.25
NEE
NEE
0.06%
2.77%
$1.97
NTES
NTES
0.05%
2.51%
$2.58
INFY
INFY
0.05%
2.13%
$0.39
ZTO
ZTO
0.04%
3.22%
-
ACN
ACN
0.04%
1.65%
$4.99
01211.HK
01211.HK
0.04%
0.97%
$3.41
0968.HK
0968.HK
0.03%
7.27%
$0.23
ASML
ASML
0.02%
0.84%
$5.57
ALB
ALB
0.02%
2.11%
$1.6
POWI
POWI
0.02%
1.38%
$0.79
9988.HK
9988.HK
0.02%
0.73%
$0.98
CRM
CRM
0.01%
0.59%
$0.4
0700.HK
0700.HK
0.01%
0.66%
$3.4
ORA.US
ORA.US
0.01%
0.66%
$0.48
NIBEB.ST
NIBEB.ST
0.01%
0.69%
$0.65
BABA
BABA
0.01%
0.74%
$0.98
NVDA
NVDA
0.01%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
NVDA
NVDA
Ex-Dividend
Mar 12
$0.01
ALB
ALB
Ex-Dividend
Mar 14
$0.40
WM
WM
Ex-Dividend
Mar 14
$0.82
NEE
NEE
Pay Day
Mar 17
$0.57
NTES
NTES
Pay Day
Mar 20
$1.22
QCOM
QCOM
Pay Day
Mar 27
$0.85
WM
WM
Pay Day
Mar 28
$0.82
POWI
POWI
Pay Day
Mar 31
$0.21
ALB
ALB
Pay Day
Apr 1
$0.40
NVDA
NVDA
Pay Day
Apr 2
$0.01
ASML
ASML
Ex-Dividend
Apr 28
$1.92
ASML
ASML
Pay Day
May 6
$1.92

Performance Metrics

Score 3/10

Beta

0.54
0.54
0
0.8
1.2
0
2

Sharpe Ratio

0.08
0.08
0
0.5
1
1.5
1.5

Sortino Ratio

0.11
0.11
0
1
2
3
3

Jensen's Alpha

-4.09
-4.09
-5
0
2
4.5
4.5

Omega Ratio

0.73
0.73
0
1
1.5
2.5
2.5

Treynor Ratio

0.35
0.35
0
0.75
1.25
2
2

Information Ratio

-0.34
-0.34
-1
0.3
0.6
1
1

Calmar Ratio

0.01
0.01
0
0.3
0.6
1
1

Drawdowns

  • jokayser99
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-40.37%
Dec 2019-64

Monthly Performance