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-0.71%
Today
+3.97%
This Month
-13.89%
Year To Date
+23.78%
2 Years
+31.08%
5 Years
+10.68%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 👥 Copy Trading109.42%
- 🪙 Cryptocurrencies1.89%
- 🧬 Health Technology0.02%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 NYSE61.64%
- 🌍 Digital Currency22.52%
- 🇺🇸 Nasdaq18.18%
- 🇫🇷 Euronext Paris4.11%
- 🇨🇭 SIX1.71%
- 🇺🇸 OTC Markets Stock Exchange0.02%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States28.74%
- 🇨🇦 Canada9.64%
- 🇫🇷 France4.11%
- 🇨🇭 Switzerland1.73%
Dividends
Dividend Yield
1.42%
2 out of 5 instruments pay dividend.
4 dividend payments in the next 30 days.
Highest Dividend: GreenbullInvest (1.3%)
Dividend Yield Breakdown
Instrument | Portfolio Yield | Company Yield | Per Share |
|---|---|---|---|
 GreenbullInvest | 1.42% | 1.3% | - |
 SDZNY | 0% | -0.83% | $-0.3 |
Next Dividends
Stock | Type | Date | Pay Per Share |
|---|---|---|---|
 KGC (GreenbullInvest) | Ex-Dividend | May 29, 2025 | $0.03 |
 MCD (GreenbullInvest) | Ex-Dividend | Jun 2, 2025 | $1.77 |
 PEP (GreenbullInvest) | Ex-Dividend | Jun 6, 2025 | $1.42 |
 JNJ (GreenbullInvest) | Pay Day | Jun 10, 2025 | $1.30 |
 MSFT (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.83 |
KGC (GreenbullInvest) | Pay Day | Jun 12, 2025 | $0.03 |
 KO (GreenbullInvest) | Ex-Dividend | Jun 13, 2025 | $0.51 |
MCD (GreenbullInvest) | Pay Day | Jun 16, 2025 | $1.77 |
PEP (GreenbullInvest) | Pay Day | Jun 30, 2025 | $1.42 |
KO (GreenbullInvest) | Pay Day | Jul 1, 2025 | $0.51 |
 WMT (GreenbullInvest) | Ex-Dividend | Aug 15, 2025 | $0.24 |
WMT (GreenbullInvest) | Pay Day | Sep 2, 2025 | $0.24 |
Performance Metrics
Score 3.8/10
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-0.16
-0.16
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Beta
1.15
1.15
0
0.8
1.2
0
2
Sharpe Ratio
0.27
0.27
0
0.5
1
1.5
1.5
Sortino Ratio
0.47
0.47
0
1
2
3
3
Jensen's Alpha
-0.16
-0.16
-2
0
2
4.5
4.5
Omega Ratio
1.04
1.04
0
1
1.5
2.5
2.5
Treynor Ratio
0.61
0.61
0
0.75
1.25
2
2
Information Ratio
0.04
0.04
0
0.3
0.6
1
1
Calmar Ratio
0.31
0.31
0
0.3
0.6
1
1
Portfolio Valuation
Based on weighted open stock positions
P/E Ratio
-27,341.67
High:
SDZNY
-27,341.67SDZNYLow:SDZNY
-27,341.67SDZNYDetails
PEG Ratio
N/A
Details
Price/Book
2.6
High:SDZNY
2.6SDZNYLow:SDZNY
2.6SDZNYDetails
Price/Sales
2.05
High:SDZNY
2.05SDZNYLow:SDZNY
2.05SDZNYDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
P/E Ratio
-27,341.67
High:SDZNY
-27,341.67SDZNYLow:SDZNY
-27,341.67SDZNYDetails
PEG Ratio
N/A
Details
Price/Book
2.6
High:SDZNY
2.6SDZNYLow:SDZNY
2.6SDZNYDetails
Price/Sales
2.05
High:SDZNY
2.05SDZNYLow:SDZNY
2.05SDZNYDetails
Price/CF
N/A
Details
Price/FCF
N/A
Details
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-28.61% | Dec 2024 | - | 6 |
-13.05% | Apr 2024 | Nov 2024 | 7 |
-7.95% | Aug 2023 | Dec 2023 | 4 |
-3.94% | Dec 2022 | Jan 2023 | 1 |
-2.63% | Sep 2022 | Nov 2022 | 2 |
-1% | Feb 2023 | Mar 2023 | 1 |
-0.77% | Jan 2024 | Feb 2024 | 1 |
-0.25% | May 2023 | Jun 2023 | 1 |