Portfolio of AndreAppenzeller on eToro

AndreAppenzeller

🇩🇪 Stock Macro Investor.

3 copiers.

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

Summary

+4.65%

This Month

+8.55%

Year To Date

+92.58%

2 Years

-23.63%

5 Years

-23.63%

10 Years

-7.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
37.27%
🧬 Health Technology
16.59%
🖥️ Technology Services
9.99%
📊 ETFs
9.83%
🚗 Consumer Durables
9.14%
💹 Forex
8.02%
💰 Finance
7.83%
💵 Cash
0.83%
⛏️ Energy Minerals
0.49%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.79%
🇺🇸 Nasdaq
33.54%
🇦🇺 Sydney
11.5%
🌍 FX
8.02%
🇬🇧 LSE
5.57%
🇩🇪 FRA
4.74%

Countries Breakdown

Country
Total

🇺🇸 United States
40.68%
🇦🇺 Australia
11.5%
🇿🇦 South Africa
11.25%
🇨🇦 Canada
7.09%
🇬🇧 United Kingdom
5.57%
🇩🇪 Germany
4.74%
🇧🇷 Brazil
0.49%

Dividends

Dividend Yield

0.98%

12 out of 20 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $MPT (6.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VTRS	0.28%	3.27%	$0.48
F	0.21%	4.66%	$0.78
SBSW	0.2%	1.8%	$0.3
GILD	0.18%	2.32%	$3.04
MPT	0.15%	6.49%	$0.6
PRU.ASX	0.12%	1.8%	$0.04
BGEO.L	0.07%	1.2%	$0.99
PAAS	0.06%	0.93%	$0.4
PBR.A	0.03%	5.72%	$2.21
HL	0%	0.08%	$0.03
VOW3.DE	-0.14%	-6.89%	$-9.06
MBG.DE	-0.18%	-6.68%	$-5.3

Next Dividends

Stock	Type	Date	Pay Per Share
MBG.DE	Pay Day	Apr 21, 2026	-$4.06

Performance Metrics

Score 3.3/10

Beta

0.5

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.1

Jensen's Alpha

-1.13

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.12

-1

0.3

0.6

Beta

0.5

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.1

Jensen's Alpha

-1.13

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.12

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

-251.68

High:

40.36

Low:

UEC

-82.07

Details

PEG Ratio

39.37

High:

PRU.ASX

435.07

Low:

SBSW

-122.48

Details

Price/Book

1.69

High:

GILD

7.52

Low:

VOW3.DE

0.27

Details

Price/Sales

1.23

High:

UEC

358.75

Low:

VOW3.DE

0.14

Details

Price/CF

9.24

High:

MSTR

7,511.07

Low:

PBR.A

2.12

Details

Price/FCF

21.22

High:

MSTR

1,187.5

Low:

5.83

Details

21.22

High:

MSTR

1,187.5

Low:

5.83

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-68.94%	Sep 2022	-	44

Monthly Performance

Portfolio of AndreAppenzeller on eToro

AndreAppenzeller

🇩🇪 Stock Macro Investor.

3 copiers.

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

Summary

+4.65%

This Month

+8.55%

Year To Date

+92.58%

2 Years

-23.63%

5 Years

-23.63%

10 Years

-7.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪨 Non Energy Minerals
37.27%
🧬 Health Technology
16.59%
🖥️ Technology Services
9.99%
📊 ETFs
9.83%
🚗 Consumer Durables
9.14%
💹 Forex
8.02%
💰 Finance
7.83%
💵 Cash
0.83%
⛏️ Energy Minerals
0.49%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.79%
🇺🇸 Nasdaq
33.54%
🇦🇺 Sydney
11.5%
🌍 FX
8.02%
🇬🇧 LSE
5.57%
🇩🇪 FRA
4.74%

Countries Breakdown

Country
Total

🇺🇸 United States
40.68%
🇦🇺 Australia
11.5%
🇿🇦 South Africa
11.25%
🇨🇦 Canada
7.09%
🇬🇧 United Kingdom
5.57%
🇩🇪 Germany
4.74%
🇧🇷 Brazil
0.49%

Dividends

Dividend Yield

0.98%

12 out of 20 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $MPT (6.49%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VTRS	0.28%	3.27%	$0.48
F	0.21%	4.66%	$0.78
SBSW	0.2%	1.8%	$0.3
GILD	0.18%	2.32%	$3.04
MPT	0.15%	6.49%	$0.6
PRU.ASX	0.12%	1.8%	$0.04
BGEO.L	0.07%	1.2%	$0.99
PAAS	0.06%	0.93%	$0.4
PBR.A	0.03%	5.72%	$2.21
HL	0%	0.08%	$0.03
VOW3.DE	-0.14%	-6.89%	$-9.06
MBG.DE	-0.18%	-6.68%	$-5.3

Next Dividends

Stock	Type	Date	Pay Per Share
MBG.DE	Pay Day	Apr 21, 2026	-$4.06

Performance Metrics

Score 3.3/10

Beta

0.5

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.1

Jensen's Alpha

-1.13

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.12

-1

0.3

0.6

Beta

0.5

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.1

Jensen's Alpha

-1.13

-2

4.5

Omega Ratio

0.9

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.12

-1

0.3

0.6

Portfolio Valuation

Based on current positions

21.22

High:

MSTR

1,187.5

Low:

5.83

Details

21.22

High:

MSTR

1,187.5

Low:

5.83

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-68.94%	Sep 2022	-	44