Portfolio of AlphaWizzard on eToro

AlphaWizzard

🇨🇭 Quant Stock Investor.

10 copiers.

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

Summary

Today

-1.28%

This Month

-3.59%

Year To Date

-10.55%

2 Years

-10.55%

5 Years

-17.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
23.85%
💰 Finance
14.48%
🛍️ Retail Trade
10.86%
💻 Electronic Technology
10.29%
🧬 Health Technology
9.98%
🪨 Non Energy Minerals
5.84%
📦 Distribution Services
5.31%
📡 Communications
5.11%
🏭 Industrial Services
5.08%
⚡ Utilities
4.46%
💇‍♀️ Consumer Services
4.39%
💵 Cash
0.34%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.95%
🇺🇸 Nasdaq
24.86%
🌍 CFD
23.85%

Countries Breakdown

Country
Total

🇺🇸 United States
45.7%
🇨🇦 Canada
10.92%
🇳🇱 Netherlands
5.1%
🇩🇪 Germany
4.92%
🇬🇧 United Kingdom
4.77%
🇨🇳 China
4.39%

Dividends

Dividend Yield

0.72%

11 out of 16 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $DB (3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
DB	0.15%	3%	$0.49
BCS	0.14%	2.9%	$0.39
TRGP	0.08%	1.86%	$2.25
AEM	0.07%	1.27%	$1.6
TMUS	0.06%	1.26%	$1.95
TJX	0.06%	1.21%	$1.42
WMT	0.06%	1.01%	$0.81
WCN	0.03%	0.59%	$1.12
TCOM.CH	0.02%	0.51%	-
MCK	0.02%	0.39%	$2.48
HWM	0.01%	0.29%	$0.19

Next Dividends

Stock	Type	Date	Pay Per Share
TRGP	Ex-Dividend	Apr 30, 2025	$1.00
WMT	Ex-Dividend	May 9, 2025	$0.24
HWM	Ex-Dividend	May 9, 2025	$0.10
TJX	Ex-Dividend	May 15, 2025	$0.42
TRGP	Pay Day	May 15, 2025	$1.00
DB	Ex-Dividend	May 23, 2025	$0.71
WMT	Pay Day	May 27, 2025	$0.24
DB	Pay Day	May 27, 2025	$0.71
HWM	Pay Day	May 27, 2025	$0.10
TMUS	Ex-Dividend	May 30, 2025	$0.88
AEM	Ex-Dividend	May 30, 2025	$0.40
TJX	Pay Day	Jun 5, 2025	$0.42
TMUS	Pay Day	Jun 12, 2025	$0.88
AEM	Pay Day	Jun 16, 2025	$0.40

Performance Metrics

Score 1.8/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-1.17

-2

0.5

1.5

Sortino Ratio

-1.4

-2

Jensen's Alpha

-12.88

-13

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.88

-2

0.75

1.25

Information Ratio

-1.04

-2

0.3

0.6

Calmar Ratio

-1.7

-2

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-1.17

-2

0.5

1.5

Sortino Ratio

-1.4

-2

Jensen's Alpha

-12.88

-13

4.5

Omega Ratio

0.53

1.5

2.5

Treynor Ratio

-1.88

-2

0.75

1.25

Information Ratio

-1.04

-2

0.3

0.6

Calmar Ratio

-1.7

-2

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

32.03

High:

AXON

117.09

Low:

BCS

7.99

Details

PEG Ratio

160.35

High:

490.42

Low:

ARGX

11.64

Details

Price/Book

4.87

High:

AXON

18.42

Low:

MCK

-28.48

Details

Price/Sales

1.42

High:

AXON

21.77

Low:

MCK

0.26

Details

Price/CF

13.61

High:

AXON

118.03

Low:

1.03

Details

Price/FCF

25.36

High:

TRGP

568.29

Low:

1.09

Details