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oqpfamily
πŸ‡ΉπŸ‡Ό Value Stock Investor.
2 copiers.
-0.33%
Today
+3.74%
This Month
+3.74%
Year To Date
+231.25%
2 Years
+193.73%
5 Years
+28.23%
Annualized

    Diversification

    Sectors Breakdown

    • Sector
    • Total
    • πŸ’΅ Cash
      30.75%
    • πŸ’» Electronic Technology
      26.53%
    • πŸš— Consumer Durables
      22.58%
    • πŸ’Ό Commercial Services
      6.11%
    • πŸ’° Finance
      6.03%
    • πŸ›οΈ Retail Trade
      5.2%
    • πŸ–₯️ Technology Services
      4.95%
    • 🍞 Consumer Non Durables
      2.52%

    Exchanges Breakdown

    • Exchange
    • Total
    • πŸ‡ΊπŸ‡Έ Nasdaq
      70.65%
    • πŸ‡ΊπŸ‡Έ NYSE
      3.27%

    Countries Breakdown

    • Country
    • Total
    • πŸ‡ΊπŸ‡Έ United States
      68.71%
    • πŸ‡¨πŸ‡¦ Canada
      5.2%

    Dividends

    Dividend Yield

    0.17%

    5 out of 13 instruments pay dividend.

    0 dividend payments in the next 30 days.

    Highest Dividend: $INTC (2.34%)

    Dividend Yield Breakdown

    Instrument
    Portfolio Yield
    Company Yield
    Per Share
    AVGO
    AVGO
    0.07%
    0.92%
    $19.7
    NKE
    NKE
    0.05%
    2.05%
    $1.45
    INTC
    INTC
    0.03%
    2.34%
    $0.5
    GOOG
    GOOG
    0.01%
    0.3%
    $0.2
    NVDA
    NVDA
    0%
    0.02%
    $0.02

    Next Dividends

    Instrument
    Type
    Date
    Pay Per Share

    Performance Metrics

    Score 7.3/10

    Beta

    1.33
    1.33
    0
    0.8
    1.2
    0
    2

    Sharpe Ratio

    0.92
    0.92
    0
    0.5
    1
    1.5
    1.5

    Sortino Ratio

    1.52
    1.52
    0
    1
    2
    3
    3

    Jensen's Alpha

    9
    9
    -2
    0
    2
    10
    10

    Omega Ratio

    1.79
    1.79
    0
    1
    1.5
    2.5
    2.5

    Treynor Ratio

    1.54
    1.54
    0
    0.75
    1.25
    2
    2

    Information Ratio

    0.78
    0.78
    0
    0.3
    0.6
    1
    1

    Calmar Ratio

    0.58
    0.58
    0
    0.3
    0.6
    1
    1

    Drawdowns

      Worst Drawdowns

      Depth
      Start
      End
      Total months
      -45.74%
      Dec 2021Nov 202323
      -5.37%
      Sep 2020Nov 20202
      -5.04%
      Sep 2021Oct 20211
      -2.68%
      Jan 2021Apr 20213
      -1.52%
      May 2021Jun 20211
      -0.55%
      Apr 2024May 20241

      Monthly Performance