Portfolio of vivek

vivek_t

🇩🇰 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

Today

This Month

-10.85%

Year To Date

+10.34%

2 Years

-23.74%

5 Years

-5.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
37.27%
🛍️ Retail Trade
14.46%
💵 Cash
14.39%
💻 Electronic Technology
8.19%
🚗 Consumer Durables
8.08%
🧬 Health Technology
4.54%
💇‍♀️ Consumer Services
3.71%
💰 Finance
3.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.07%
🇺🇸 NYSE
18.41%

Countries Breakdown

Country
Total

🇺🇸 United States
68.84%
🇨🇳 China
5.38%
🇮🇪 Ireland
5.25%

Dividends

Dividend Yield

0.41%

8 out of 16 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $INTC (2.42%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ACN	0.1%	1.88%	$4.99
INTC	0.08%	2.42%	$0.5
WFC	0.07%	2.17%	$1.4
MSFT	0.04%	0.74%	$3
DIS	0.04%	1.08%	$0.75
GOOGL	0.03%	0.49%	$0.2
META	0.03%	0.34%	$1
AAPL	0.02%	0.49%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
WFC	Ex-Dividend	May 9, 2025	$0.40
AAPL	Ex-Dividend	May 12, 2025	$0.26
AAPL	Pay Day	May 15, 2025	$0.26
MSFT	Ex-Dividend	May 15, 2025	$0.83
ACN	Pay Day	May 15, 2025	$1.48
WFC	Pay Day	Jun 1, 2025	$0.40
GOOGL	Ex-Dividend	Jun 9, 2025	$0.21
MSFT	Pay Day	Jun 12, 2025	$0.83
GOOGL	Pay Day	Jun 16, 2025	$0.21
DIS	Ex-Dividend	Jun 24, 2025	$0.50
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 2.3/10

Beta

0.86

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.46

-1

Jensen's Alpha

-14.71

-15

4.5

Omega Ratio

0.41

1.5

2.5

Treynor Ratio

-0.68

-1

0.75

1.25

Information Ratio

-1.21

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.86

0.8

1.2

Sharpe Ratio

-0.35

-1

0.5

1.5

Sortino Ratio

-0.46

-1

Jensen's Alpha

-14.71

-15

4.5

Omega Ratio

0.41

1.5

2.5

Treynor Ratio

-0.68

-1

0.75

1.25

Information Ratio

-1.21

-2

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.44

High:

TSLA

157.95

Low:

SNAP

-26.38

Details

PEG Ratio

67.26

High:

MSFT

283.25

Low:

SNAP

-44.04

Details

Price/Book

8.14

High:

AAPL

46.27

Low:

NVAX

-1.65

Details

Price/Sales

5.34

High:

MSFT

12.42

Low:

NIO

0.91

Details

Price/CF

21.18

High:

NVAX

147.06

Low:

BIDU

8.96

Details

Price/FCF

48.89

High:

TSLA

134.59

Low:

WFC

12.53

Details