Portfolio of Alvin86i on eToro

Alvin86i

🇮🇹 Stock and Copy Trading 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

-1.16%

Today

-9.93%

This Month

-14.08%

Year To Date

+103.13%

2 Years

+148.67%

5 Years

+42.28%

Annualized

Alvin86i
S&P 500
+ Add Benchmark

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
20.93%
👥 Copy Trading
19.92%
🪙 Cryptocurrencies
15.83%
🧬 Health Technology
10.99%
💰 Finance
7.8%
🍞 Consumer Non Durables
7.15%
💵 Cash
5.97%
🖥️ Technology Services
4.03%
💻 Electronic Technology
3.54%
🛍️ Retail Trade
3.21%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
29.17%
🇺🇸 Nasdaq
20.1%
🌍 Digital Currency
18.51%
🇩🇪 Xetra ETFs
14.84%
🇮🇹 Borsa Italiana
7.8%
🇺🇸 Chicago Board Options Exchange
2.83%

Countries Breakdown

Country
Total

🇺🇸 United States
44.6%
🇮🇹 Italy
7.8%
🇨🇳 China
0.84%
🇹🇼 Taiwan
0.26%
🇱🇺 Luxembourg
0.18%
🇮🇪 Ireland
0.13%

Dividends

Dividend Yield

1.35%

13 out of 23 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $UCG.MI (5.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UCG.MI	0.45%	5.73%	$1.8
Cutting-Edge	0.2%	2.08%	-
VGWD.DE	0.16%	2.44%	-
KO	0.12%	2.81%	$1.89
ABT	0.11%	1.83%	$2.16
JNJ	0.1%	3.24%	$4.81
PG	0.07%	2.46%	$3.83
REET	0.04%	3.57%	-
MSFT	0.04%	0.9%	$3
AI-Revolution	0.02%	0.3%	-
ITA	0.02%	0.79%	-
DFEN	0.02%	0.77%	-
NVDA	0%	0.04%	$0.02

Next Dividends

Instrument	Type	Date	Pay Per Share
ACN (AI-Revolution)	Ex-Dividend	Apr 10	$1.48
CRM (AI-Revolution)	Ex-Dividend	Apr 10	$0.42
ABT	Ex-Dividend	Apr 15	$0.59
RHP (Cutting-Edge)	Pay Day	Apr 15	$1.15
MU (AI-Revolution)	Pay Day	Apr 15	$0.12
RGLD (Cutting-Edge)	Pay Day	Apr 17	$0.45
WDFC (Cutting-Edge)	Ex-Dividend	Apr 17	$0.94
UCG.MI	Ex-Dividend	Apr 22	$1.52
UCG.MI	Pay Day	Apr 24	$1.52
CRM (AI-Revolution)	Pay Day	Apr 24	$0.42
GE (AI-Revolution)	Pay Day	Apr 25	$0.36
WDFC (Cutting-Edge)	Pay Day	Apr 30	$0.94
MSFT	Ex-Dividend	May 15	$0.83
ABT	Pay Day	May 15	$0.59
MSFT (Cutting-Edge)	Ex-Dividend	May 15	$0.83
MSFT (AI-Revolution)	Ex-Dividend	May 15	$0.83
ACN (AI-Revolution)	Pay Day	May 15	$1.48
MSFT	Pay Day	Jun 12	$0.83
MSFT (Cutting-Edge)	Pay Day	Jun 12	$0.83
MSFT (AI-Revolution)	Pay Day	Jun 12	$0.83
TSM (AI-Revolution)	Ex-Dividend	Jun 12	$0.68
REET	Pay Day	Jun 17	$-
ITA	Pay Day	Jun 17	$0.30
DFEN	Pay Day	Jul 2	$-
TSM (AI-Revolution)	Pay Day	Jul 10	$0.68

Performance Metrics

Score 8.9/10

Beta

0.97

0.8

1.2

Sharpe Ratio

1.4

0.5

Sortino Ratio

3.51

Jensen's Alpha

32.34

-2

Omega Ratio

3.63

1.5

Treynor Ratio

2.79

0.75

1.25

Information Ratio

1.74

0.3

0.6

Calmar Ratio

3.94

0.3

0.6

Beta

0.97

0.8

1.2

Sharpe Ratio

1.4

0.5

Sortino Ratio

3.51

Jensen's Alpha

32.34

-2

Omega Ratio

3.63

1.5

Treynor Ratio

2.79

0.75

1.25

Information Ratio

1.74

0.3

0.6

Calmar Ratio

3.94

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.84

High:

AMD

85.49

Low:

UCG.MI

7.48

Details

PEG Ratio

197.53

High:

JNJ

715.33

Low:

ABT

12.07

Details

Price/Book

6.68

High:

NVDA

29.1

Low:

UCG.MI

1.09

Details

Price/Sales

5.55

High:

NVDA

17.86

Low:

UCG.MI

2.72

Details

Price/CF

18.99

High:

AMD

67.27

Low:

UCG.MI

1.86

Details

Price/FCF

58.13

High:

272.99

Low:

UCG.MI

8.13

Details