Portfolio of AllenJune999 on eToro

AllenJune999

🇹🇼 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

-2.68%

This Month

-4.54%

Year To Date

-5.99%

2 Years

-1.41%

5 Years

+0.4%

10 Years

+0.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💇‍♀️ Consumer Services
33.74%
🧬 Health Technology
19.11%
💼 Commercial Services
15.56%
🛠️ Producer Manufacturing
11.22%
🧪 Process Industries
6.11%
📡 Communications
5.39%
🚚 Transportation
4.34%
💵 Cash
1.93%
🏥 Health Services
1.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
81.16%
🇺🇸 Nasdaq
15.56%

Countries Breakdown

Country
Total

🇺🇸 United States
96.72%

Dividends

Dividend Yield

2.75%

7 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	1.24%	6.48%	$1.66
DIS	0.49%	1.46%	$0.75
VZ	0.3%	5.49%	$2.66
UPS	0.26%	5.95%	$6.5
MMM	0.21%	1.86%	$5.21
APD	0.16%	2.63%	$7.04
PYPL	0.09%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.08

-1

Jensen's Alpha

-10.98

-11

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.09

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.02

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.08

-1

Jensen's Alpha

-10.98

-11

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.09

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.02

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

16.15

High:

MMM

26.84

Low:

APD

-182.73

Details

PEG Ratio

16.03

High:

PYPL

24.44

Low:

SOLV

3.55

Details

Price/Book

1.97

High:

MMM

18.14

Low:

DIS

1.69

Details

Price/Sales

1.98

High:

APD

5.01

Low:

UPS

1.06

Details

11.18

High:

SOLV

37.73

Low:

4.65

Details

Price/FCF

39.74

High:

APD

280.62

Low:

PYPL

10.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-35.57%	Jan 2022	-	51
-4.14%	Sep 2021	Nov 2021	2
-2.16%	Feb 2021	Mar 2021	1

Monthly Performance

Portfolio of AllenJune999 on eToro

AllenJune999

🇹🇼 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

-2.68%

This Month

-4.54%

Year To Date

-5.99%

2 Years

-1.41%

5 Years

+0.4%

10 Years

+0.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💇‍♀️ Consumer Services
33.74%
🧬 Health Technology
19.11%
💼 Commercial Services
15.56%
🛠️ Producer Manufacturing
11.22%
🧪 Process Industries
6.11%
📡 Communications
5.39%
🚚 Transportation
4.34%
💵 Cash
1.93%
🏥 Health Services
1.26%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
81.16%
🇺🇸 Nasdaq
15.56%

Countries Breakdown

Country
Total

🇺🇸 United States
96.72%

Dividends

Dividend Yield

2.75%

7 out of 8 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PFE (6.48%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	1.24%	6.48%	$1.66
DIS	0.49%	1.46%	$0.75
VZ	0.3%	5.49%	$2.66
UPS	0.26%	5.95%	$6.5
MMM	0.21%	1.86%	$5.21
APD	0.16%	2.63%	$7.04
PYPL	0.09%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.08

-1

Jensen's Alpha

-10.98

-11

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.09

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

0.02

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.06

-1

0.5

1.5

Sortino Ratio

-0.08

-1

Jensen's Alpha

-10.98

-11

4.5

Omega Ratio

0.38

1.5

2.5

Treynor Ratio

-0.09

-1

0.75

1.25

Information Ratio

-1.24

-2

0.3

0.6

Calmar Ratio

37.73

Low:

4.65

Details

Price/FCF

39.74

High:

APD

280.62

Low:

PYPL

10.09

Details

P/E Ratio

16.15

High:

MMM

26.84

Low:

APD

-182.73

Details

PEG Ratio

16.03

High:

PYPL

24.44

Low:

SOLV

3.55

Details

Price/Book

1.97

High:

MMM

18.14

Low:

DIS

1.69

Details

Price/Sales

1.98

High:

APD

5.01

Low:

UPS

1.06

Details

Price/CF

11.18

High:

SOLV

37.73

Low:

4.65

Details

Price/FCF

39.74

High:

APD

280.62

Low:

PYPL

10.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-35.57%	Jan 2022	-	51
-4.14%	Sep 2021	Nov 2021	2
-2.16%	Feb 2021	Mar 2021	1