marmenta avatar

marmenta
🇲🇽 Growth Stock Investor.
13 copiers.

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

-2.17%
Today
+23.09%
This Month
+187.24%
Year To Date
+70.89%
2 Years
+29.03%
5 Years
+7.95%
Annualized
  • marmenta
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 📊 ETFs
    98.11%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    98.11%

Countries Breakdown

  • Country
  • Total

    Dividends

    Dividend Yield

    1.22%

    1 out of 1 instruments pay dividend.

    0 dividend payments in the next 30 days.

    Highest Dividend: $YINN (1.24%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    YINN
    YINN
    1.22%
    1.24%
    -

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share
    YINN
    YINN
    Pay Day
    Jul 2
    $-

    Performance Metrics

    Score 6.1/10

    Beta

    0.87
    0.87
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    0.42
    0.42
    0
    0.5
    1
    1.5
    1.5

    Sortino Ratio

    0.85
    0.85
    0
    1
    2
    3
    3

    Jensen's Alpha

    42.32
    42.32
    -2
    0
    2
    43
    43

    Omega Ratio

    1.58
    1.58
    0
    1
    1.5
    2.5
    2.5

    Treynor Ratio

    3.89
    3.89
    0
    0.75
    1.25
    4
    4

    Information Ratio

    0.36
    0.36
    0
    0.3
    0.6
    1
    1

    Calmar Ratio

    0.02
    0.02
    0
    0.3
    0.6
    1
    1

    Drawdowns

    • marmenta
    • S&P 500
    • + Add Benchmark

    Worst Drawdowns

    Depth
    Start
    End
    Total months
    -84.11%
    		Oct 2024-6
    -39.8%
    		Jan 2022Nov 202322
    -13.94%
    		Jan 2024Feb 20241
    -2.57%
    		Aug 2024Sep 20241
    -1.13%
    		Apr 2024Jun 20242

    Monthly Performance