Portfolio of AlbertoMTrade on eToro

AlbertoMTrade

🇮🇹 Stock Value 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

+0.16%

This Month

+13.43%

Year To Date

+39.45%

2 Years

+33.94%

5 Years

+33.94%

10 Years

+11.58%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
28.05%
🛍️ Retail Trade
23.66%
🖥️ Technology Services
22.49%
🏥 Health Services
11.77%
💵 Cash
11.52%
🧬 Health Technology
3.34%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.75%
🇺🇸 NYSE
44.56%

Countries Breakdown

Country
Total

🇺🇸 United States
71.17%
🇧🇷 Brazil
13.4%
🇸🇪 Sweden
4.73%

Dividends

Dividend Yield

0.5%

4 out of 8 instruments pay dividend.

2 dividend payments in the next 30 days.

Highest Dividend: $UNH (2.35%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.28%	2.35%	$7.74
V	0.12%	0.8%	$2.01
MSFT	0.07%	0.85%	$3
META	0.03%	0.34%	$1

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Ex-Dividend	May 21, 2026	$0.91
V	Pay Day	Jun 1, 2026	$0.67
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 6/10

Beta

0.34

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

4.92

-2

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.89

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.85

0.3

0.6

Beta

0.34

0.8

1.2

Sharpe Ratio

0.43

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

4.92

-2

Omega Ratio

0.97

1.5

2.5

Treynor Ratio

1.89

0.75

1.25

Information Ratio

-0.04

-1

0.3

0.6

Calmar Ratio

0.85

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.22

High:

AMZN

31.57

Low:

TMDX

14.51

Details

PEG Ratio

129.15

High:

META

368.09

Low:

TMDX

5.93

Details

Price/Book

6.77

High:

17.47

Low:

UNH

3.65

Details

Price/Sales

4.33

High:

14.51

Low:

UNH

0.8

Details

Price/CF

15.08

High:

SPOT

26.09

Low:

8.55

Details