sonyaglave282d76 avatar
sonyaglave282d76
🇧🇬 Value Stock Investor.
7 copiers.

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

-1.53%
Today
-8.68%
This Month
-6.94%
Year To Date
-28.16%
2 Years
-28.16%
5 Years
-48.39%
Annualized
  • sonyaglave282d76
  • S&P 500
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Diversification

Sectors Breakdown

  • Sector
  • Total
  • 🏥 Health Services
    20.13%
  • 🧬 Health Technology
    10.45%
  • 🛍️ Retail Trade
    8.26%
  • 🖥️ Technology Services
    5.95%
  • ❓ Other
    5.36%
  • 💇‍♀️ Consumer Services
    5.31%
  • 🚚 Transportation
    3.95%
  • 🍞 Consumer Non Durables
    3.72%
  • 💰 Finance
    3.6%
  • 🌾 Commodities
    3.36%
  • 💻 Electronic Technology
    3.09%
  • 🚗 Consumer Durables
    2.1%
  • 💼 Commercial Services
    1.88%
  • ⛏️ Energy Minerals
    1.87%
  • 🏭 Industrial Services
    0.85%
  • 🛠️ Producer Manufacturing
    0.33%
  • 💵 Cash
    0.02%

Exchanges Breakdown

  • Exchange
  • Total
  • 🇺🇸 NYSE
    34.82%
  • 🇺🇸 Nasdaq
    21.63%
  • 🌍 Extended Hours Trading
    11.9%
  • 🌍 Commodity
    3.36%
  • 🇩🇪 FRA
    2.95%
  • 🇬🇧 LSE
    2.29%
  • 🇭🇰 Hong Kong Exchanges
    2.16%
  • 🇫🇷 Euronext Paris
    1.1%

Countries Breakdown

  • Country
  • Total
  • 🇺🇸 United States
    52.43%
  • 🇨🇳 China
    12.72%
  • 🇩🇪 Germany
    2.95%
  • 🇰🇷 South Korea
    2.29%
  • 🇫🇷 France
    1.1%

Dividends

Dividend Yield

1.01%

15 out of 40 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (8.24%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
PFE
PFE
0.29%
6.28%
$1.66
VOW3.DE
VOW3.DE
0.14%
8.24%
$9.06
0939.HK
0939.HK
0.14%
6.47%
$0.43
SCR.PA
SCR.PA
0.08%
7%
$1.8
SIRI
SIRI
0.07%
4.38%
$0.1
SMSN.L
SMSN.L
0.06%
2.64%
$23.68
MNSO
MNSO
0.04%
1.37%
$0.39
EL
EL
0.04%
2.79%
$2.64
OXY
OXY
0.04%
1.91%
$0.8
PARA
PARA
0.03%
1.67%
$0.2
PFE.EXT
PFE.EXT
0.03%
6.06%
$1.63
MBG.DE
MBG.DE
0.02%
6.96%
$5.3
LUV
LUV
0.02%
2.6%
$0.72
JD.US
JD.US
0.01%
1.83%
$0.74
BDT.DE
BDT.DE
0.01%
1.02%
-

Next Dividends

Instrument
Type
Date
Pay Per Share
LUV
LUV
Ex-Dividend
Mar 12
$0.18
PARA
PARA
Ex-Dividend
Mar 17
$0.05
EL
EL
Pay Day
Mar 17
$0.35
PARA
PARA
Pay Day
Apr 1
$0.05
LUV
LUV
Pay Day
Apr 2
$0.18
JD.US
JD.US
Ex-Dividend
Apr 8
$1.00
OXY
OXY
Pay Day
Apr 15
$0.24
JD.US
JD.US
Pay Day
Apr 29
$1.00
SCR.PA
SCR.PA
Ex-Dividend
May 2
$1.92
SCR.PA
SCR.PA
Pay Day
May 6
$1.92

Performance Metrics

Score 3/10

Beta

-0.92
-0.92
-1
0.8
1.2
-1
2

Sharpe Ratio

-1.1
-1.1
-2
0.5
1
1.5
1.5

Sortino Ratio

-1.15
-1.15
-2
1
2
3
3

Jensen's Alpha

-18.96
-18.96
-19
0
2
4.5
4.5

Omega Ratio

0.16
0.16
0
1
1.5
2.5
2.5

Treynor Ratio

2.89
2.89
0
0.75
1.25
3
3

Information Ratio

-1.34
-1.34
-2
0.3
0.6
1
1

Calmar Ratio

-0.95
-0.95
-1
0.3
0.6
1
1

Drawdowns

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  • S&P 500
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Worst Drawdowns

Depth
Start
End
Total months
-32.67%
Oct 2024-6

Monthly Performance