realshare avatar
realshare
🇨🇭 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.

-2.63%
Today
-5.38%
This Month
-7.84%
Year To Date
+51.49%
2 Years
+46.43%
5 Years
+11.01%
Annualized
  • realshare
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🖥️ Technology Services
    24.05%
  • 🪙 Cryptocurrencies
    19.87%
  • 💻 Electronic Technology
    14.04%
  • 💰 Finance
    11.61%
  • 💼 Commercial Services
    6.95%
  • 🛍️ Retail Trade
    6.05%
  • 🧬 Health Technology
    4.65%
  • 🍞 Consumer Non Durables
    4.51%
  • ⚡ Utilities
    4.11%
  • 💇‍♀️ Consumer Services
    3.03%
  • 🚗 Consumer Durables
    1.09%
  • 💵 Cash
    0.05%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 Nasdaq
    32.04%
  • 🇺🇸 NYSE
    29.23%
  • 🌍 Digital Currency
    19.87%
  • 🇭🇰 Hong Kong Exchanges
    4.66%
  • 🇬🇧 LSE
    4.11%
  • 🇨🇭 SIX
    3.15%
  • 🇩🇪 FRA
    2.72%
  • 🇫🇷 Euronext Paris
    1.96%
  • 🇩🇰 Copenhagen Stock Exchange
    1.28%
  • 🇳🇱 Euronext Amsterdam
    0.94%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    55.77%
  • 🇨🇳 China
    4.66%
  • 🇯🇵 Japan
    3.51%
  • 🇨🇭 Switzerland
    3.15%
  • 🇰🇷 South Korea
    3.02%
  • 🇩🇪 Germany
    2.72%
  • 🇫🇷 France
    1.96%
  • 🇳🇱 Netherlands
    1.52%
  • 🇩🇰 Denmark
    1.28%
  • 🇬🇧 United Kingdom
    1.09%
  • 🇸🇬 Singapore
    0.77%
  • 🇨🇦 Canada
    0.63%

Dividends

Dividend Yield

1.05%

33 out of 61 instruments pay dividend.

11 dividend payments in the next 30 days.

Highest Dividend: $IIPR (10.42%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
O
O
0.18%
5.31%
$3.09
NESN.ZU
NESN.ZU
0.09%
3.38%
$3
SMSN.L
SMSN.L
0.08%
2.64%
$23.68
NEE
NEE
0.08%
2.79%
$1.97
IIPR
IIPR
0.07%
10.42%
$7.34
BLK
BLK
0.07%
2.26%
$20.2
HNR1.DE
HNR1.DE
0.05%
2.69%
$7.2
MC.PA
MC.PA
0.04%
2.07%
$13
GAW.L
GAW.L
0.04%
3.66%
$5.5
MSFT
MSFT
0.04%
0.84%
$3
HD
HD
0.03%
2.42%
$8.52
DPZ
DPZ
0.03%
1.43%
$5.44
AMGN
AMGN
0.02%
2.8%
$8.76
TXN
TXN
0.02%
2.86%
$5.14
MA
MA
0.02%
0.53%
$2.46
CDW
CDW
0.02%
1.47%
$2.45
0700.HK
0700.HK
0.02%
0.66%
$3.4
INTC
INTC
0.02%
2.53%
$0.5
GOOG
GOOG
0.02%
0.48%
$0.2
SYK
SYK
0.02%
0.88%
$3.15
V
V
0.01%
0.66%
$2.01
SONY
SONY
0.01%
0.4%
$0.49
DIS
DIS
0.01%
0.98%
$0.75
META
META
0.01%
0.34%
$1
AAPL
AAPL
0.01%
0.44%
$0.97
INTU
INTU
0.01%
0.7%
$3.6
DHR
DHR
0.01%
0.55%
$1.05
CRM
CRM
0.01%
0.59%
$0.4
ORSTED.CO
ORSTED.CO
0.01%
0.46%
-
ASML
ASML
0%
0.84%
$5.57
LONN.ZU
LONN.ZU
0%
0.74%
$4
IBKR
IBKR
0%
0.6%
$0.55
NOVO-B.CO
NOVO-B.CO
0%
2.07%
$9.4

Next Dividends

Instrument
Type
Date
Pay Per Share
CDW
CDW
Pay Day
Mar 11
$0.62
MSFT
MSFT
Pay Day
Mar 13
$0.83
HD
HD
Ex-Dividend
Mar 13
$2.30
META
META
Ex-Dividend
Mar 14
$0.52
DPZ
DPZ
Ex-Dividend
Mar 14
$1.74
IBKR
IBKR
Pay Day
Mar 14
$0.25
O
O
Pay Day
Mar 14
$0.27
GOOG
GOOG
Pay Day
Mar 17
$0.20
NEE
NEE
Pay Day
Mar 17
$0.57
BLK
BLK
Pay Day
Mar 24
$5.21
META
META
Pay Day
Mar 26
$0.52
HD
HD
Pay Day
Mar 27
$2.30
DHR
DHR
Ex-Dividend
Mar 28
$0.32
NOVO-B.CO
NOVO-B.CO
Ex-Dividend
Mar 28
$1.10
DPZ
DPZ
Pay Day
Mar 28
$1.74
SYK
SYK
Ex-Dividend
Mar 31
$0.84
NOVO-B.CO
NOVO-B.CO
Pay Day
Apr 1
$1.10
MA
MA
Ex-Dividend
Apr 9
$0.76
INTU
INTU
Ex-Dividend
Apr 10
$1.04
INTU
INTU
Pay Day
Apr 18
$1.04
DHR
DHR
Pay Day
Apr 25
$0.32
ASML
ASML
Ex-Dividend
Apr 28
$1.92
SYK
SYK
Pay Day
Apr 30
$0.84
ASML
ASML
Pay Day
May 6
$1.92
MA
MA
Pay Day
May 9
$0.76
AMGN
AMGN
Ex-Dividend
May 16
$2.38
AMGN
AMGN
Pay Day
Jun 6
$2.38
DIS
DIS
Ex-Dividend
Jun 24
$0.50
DIS
DIS
Pay Day
Jul 23
$0.50

Performance Metrics

Score 3.6/10

Beta

1.21
1.21
0
0.8
1.2
0
2

Sharpe Ratio

0.45
0.45
0
0.5
1
1.5
1.5

Sortino Ratio

0.69
0.69
0
1
2
3
3

Jensen's Alpha

-3.64
-3.64
-4
0
2
4.5
4.5

Omega Ratio

0.94
0.94
0
1
1.5
2.5
2.5

Treynor Ratio

0.75
0.75
0
0.75
1.25
2
2

Information Ratio

-0.08
-0.08
-1
0.3
0.6
1
1

Calmar Ratio

0.21
0.21
0
0.3
0.6
1
1

Drawdowns

  • realshare
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-51.13%
Nov 2021-41
-17.43%
Feb 2020Jun 20204
-8.72%
Sep 2021Oct 20211
-5.43%
May 2021Aug 20213
-5.01%
May 2019Jul 20192
-4.84%
Sep 2020Nov 20202
-2.41%
Aug 2019Nov 20193
-1.35%
Mar 2019Apr 20191

Monthly Performance