Effective portfolio of ryan

ryan_niall

🇬🇧 Stock Investor.

1 copier.

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

Summary

-4.41%

Today

-4.41%

This Month

-34.84%

Year To Date

+96.98%

2 Years

+4803.7%

5 Years

+92.71%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
50.24%
💻 Electronic Technology
24.8%
🖥️ Technology Services
19.04%
🛍️ Retail Trade
3.43%
🚚 Transportation
1.01%
🚗 Consumer Durables
0.81%
🛠️ Producer Manufacturing
0.61%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
50.24%
🇺🇸 Nasdaq
38.45%
🇺🇸 NYSE
11.25%

Countries Breakdown

Country
Total

🇺🇸 United States
39.97%
🇱🇺 Luxembourg
5.51%
🇨🇳 China
1.49%
🇮🇪 Ireland
0.98%
🇹🇼 Taiwan
0.64%
🇳🇱 Netherlands
0.63%
🇬🇧 United Kingdom
0.48%

Dividends

Dividend Yield

0.1%

14 out of 32 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $QCOM (2.46%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
QCOM	0.02%	2.46%	$3.25
BABA	0.01%	0.76%	$0.98
AVGO	0.01%	1.43%	$19.7
TSM	0.01%	1.29%	$1.74
MSFT	0.01%	0.86%	$3
AMAT	0.01%	1.21%	$1.44
ORCL	0.01%	1.24%	$1.6
NVDA	0.01%	0.04%	$0.02
ASML	0.01%	0.92%	$5.57
CRM	0%	0.63%	$0.4
MU	0%	0.61%	$0.46
META	0%	0.38%	$1
GOOGL	0%	0.53%	$0.2
AAPL	0%	0.49%	$0.97

Next Dividends

Instrument	Type	Date	Pay Per Share
ORCL	Ex-Dividend	Apr 10	$0.50
CRM	Ex-Dividend	Apr 10	$0.42
MU	Pay Day	Apr 15	$0.12
ORCL	Pay Day	Apr 23	$0.50
CRM	Pay Day	Apr 24	$0.42
ASML	Ex-Dividend	Apr 28	$1.92
ASML	Pay Day	May 6	$1.92
MSFT	Ex-Dividend	May 15	$0.83
AMAT	Ex-Dividend	May 22	$0.46
MSFT	Pay Day	Jun 12	$0.83
AMAT	Pay Day	Jun 12	$0.46
TSM	Ex-Dividend	Jun 12	$0.68
TSM	Pay Day	Jul 10	$0.68

Performance Metrics

Score 8.1/10

Beta

2.64

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

3.03

Jensen's Alpha

132.46

-2

133

Omega Ratio

2.48

1.5

Treynor Ratio

3.64

0.75

1.25

Information Ratio

0.77

0.3

0.6

Calmar Ratio

1.14

0.3

0.6

Beta

2.64

0.8

1.2

Sharpe Ratio

0.82

0.5

1.5

Sortino Ratio

3.03

Jensen's Alpha

132.46

-2

133

Omega Ratio

2.48

1.5

Treynor Ratio

3.64

0.75

1.25

Information Ratio

0.77

0.3

0.6

Calmar Ratio

1.14

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

35.94

High:

PLTR

462.45

Low:

PDD

11.28

Details

PEG Ratio

56.65

High:

PLTR

411.49

Low:

UBER

3.96

Details

Price/Book

17.37

High:

AAPL

50.44

Low:

2.04

Details

Price/Sales

12.8

High:

PLTR

77.16

Low:

BABA

2.28

Details

Price/CF

40.43

High:

PLTR

165.72

Low:

7.89

Details