Portfolio of Alvareitor4 on eToro

Alvareitor4

🇪🇸 Stock Multi-Strategy Investor.

4 copiers.

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

Summary

+4.37%

This Month

+4.37%

Year To Date

-8.46%

2 Years

-9.93%

5 Years

-9.93%

10 Years

-2.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
42.63%
💰 Finance
20.34%
💻 Electronic Technology
11.57%
🚗 Consumer Durables
6.24%
🧬 Health Technology
5.75%
🚚 Transportation
5.45%
🖥️ Technology Services
3.56%
⛏️ Energy Minerals
3.52%
🪙 Cryptocurrencies
0.93%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.4%
🇺🇸 Nasdaq
31.67%
🌍 Digital Currency
0.93%

Countries Breakdown

Country
Total

🇺🇸 United States
87.4%
🇬🇧 United Kingdom
6.86%
🇧🇲 Bermuda
2.94%
🇮🇹 Italy
1.88%

Dividends

Dividend Yield

5.47%

14 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IIPR (15.25%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IIPR	3.1%	15.25%	$7.34
PEP	0.63%	3.84%	$5.15
PFE	0.39%	6.76%	$1.66
DEO	0.31%	4.58%	$3.99
NKE	0.3%	2.53%	$1.45
SWK	0.18%	4.09%	$3.24
UPS	0.16%	6.2%	$6.5
COP	0.12%	3.28%	$3.25
VFC	0.08%	1.93%	$0.57
CL	0.08%	2.46%	$1.96
ASC	0.08%	2.55%	$0.87
AAPL	0.02%	0.42%	$0.97
RACE	0.02%	1.04%	$2.64
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.79

0.8

1.2

Sharpe Ratio

-0.28

-1

0.5

1.5

Sortino Ratio

-0.36

-1

Jensen's Alpha

-10.82

-11

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.57

-1

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

-0.28

-1

0.5

1.5

Sortino Ratio

-0.36

-1

Jensen's Alpha

-10.82

-11

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.57

-1

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

35.7

High:

VFC

82.38

Low:

IIPR

11.78

Details

PEG Ratio

151.31

High:

960.67

Low:

SWK

8.33

Details

Price/Book

20.27

High:

80.46

Low:

ASC

0.76

Details

Price/Sales

8.13

High:

NVDA

23.3

Low:

VFC

0.77

Details

Price/CF

34.64

High:

NVDA

54.84

Low:

COP

5.92

Details

Price/FCF

57.15

High:

PEP

5,253.35

Low:

ASC

7.87

Details

P/E Ratio

35.7

High:

VFC

82.38

Low:

IIPR

11.78

Details

PEG Ratio

151.31

High:

960.67

Low:

SWK

8.33

Details

Price/Book

20.27

High:

80.46

Low:

ASC

0.76

Details

Price/Sales

8.13

High:

NVDA

23.3

Low:

VFC

0.77

Details

Price/CF

34.64

High:

NVDA

54.84

Low:

COP

5.92

Details

Price/FCF

57.15

High:

PEP

5,253.35

Low:

ASC

7.87

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.61%	Oct 2024	-	16
-16.86%	Apr 2022	Jan 2023	9
-15.68%	Aug 2023	Aug 2024	12
-10.08%	Feb 2023	Jul 2023	5
-2.26%	Feb 2022	Mar 2022	1

Monthly Performance

Portfolio of Alvareitor4 on eToro

Alvareitor4

🇪🇸 Stock Multi-Strategy Investor.

4 copiers.

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

Summary

+4.37%

This Month

+4.37%

Year To Date

-8.46%

2 Years

-9.93%

5 Years

-9.93%

10 Years

-2.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
42.63%
💰 Finance
20.34%
💻 Electronic Technology
11.57%
🚗 Consumer Durables
6.24%
🧬 Health Technology
5.75%
🚚 Transportation
5.45%
🖥️ Technology Services
3.56%
⛏️ Energy Minerals
3.52%
🪙 Cryptocurrencies
0.93%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.4%
🇺🇸 Nasdaq
31.67%
🌍 Digital Currency
0.93%

Countries Breakdown

Country
Total

🇺🇸 United States
87.4%
🇬🇧 United Kingdom
6.86%
🇧🇲 Bermuda
2.94%
🇮🇹 Italy
1.88%

Dividends

Dividend Yield

5.47%

14 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IIPR (15.25%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IIPR	3.1%	15.25%	$7.34
PEP	0.63%	3.84%	$5.15
PFE	0.39%	6.76%	$1.66
DEO	0.31%	4.58%	$3.99
NKE	0.3%	2.53%	$1.45
SWK	0.18%	4.09%	$3.24
UPS	0.16%	6.2%	$6.5
COP	0.12%	3.28%	$3.25
VFC	0.08%	1.93%	$0.57
CL	0.08%	2.46%	$1.96
ASC	0.08%	2.55%	$0.87
AAPL	0.02%	0.42%	$0.97
RACE	0.02%	1.04%	$2.64
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.4/10

Beta

0.79

0.8

1.2

Sharpe Ratio

-0.28

-1

0.5

1.5

Sortino Ratio

-0.36

-1

Jensen's Alpha

-10.82

-11

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.57

-1

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

0.79

0.8

1.2

Sharpe Ratio

-0.28

-1

0.5

1.5

Sortino Ratio

-0.36

-1

Jensen's Alpha

-10.82

-11

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.57

-1

0.75

1.25

Information Ratio

-0.84

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

35.7

High:

VFC

82.38

Low:

IIPR

11.78

Details

PEG Ratio

151.31

High:

960.67

Low:

SWK

8.33

Details

Price/Book

20.27

High:

80.46

Low:

ASC

0.76

Details

Price/Sales

8.13

High:

NVDA

23.3

Low:

VFC

0.77

Details

Price/CF

34.64

High:

NVDA

54.84

Low:

COP

5.92

Details

Price/FCF

57.15

High:

PEP

5,253.35

Low:

ASC

7.87

Details

P/E Ratio

35.7

High:

VFC

82.38

Low:

IIPR

11.78

Details

PEG Ratio

151.31

High:

960.67

Low:

SWK

8.33

Details

Price/Book

20.27

High:

80.46

Low:

ASC

0.76

Details

Price/Sales

8.13

High:

NVDA

23.3

Low:

VFC

0.77

Details

Price/CF

34.64

High:

NVDA

54.84

Low:

COP

5.92

Details

Price/FCF

57.15

High:

PEP

5,253.35

Low:

ASC

7.87

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-32.61%	Oct 2024	-	16
-16.86%	Apr 2022	Jan 2023	9
-15.68%	Aug 2023	Aug 2024	12
-10.08%	Feb 2023	Jul 2023	5
-2.26%	Feb 2022	Mar 2022	1