Portfolio of Avantix on eToro

Avantix

🇨🇭 Stock and ETF 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

-2.18%

This Month

-6.32%

Year To Date

-57.74%

2 Years

-77.71%

5 Years

-77.71%

10 Years

-28.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
39.13%
💵 Cash
19.34%
💻 Electronic Technology
16.51%
🧩 Miscellaneous
12.01%
📊 ETFs
12%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.99%
🇺🇸 NYSE
17.67%

Countries Breakdown

Country
Total

🇺🇸 United States
55.64%

Dividends

Dividend Yield

0.48%

5 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $HPQ (6.17%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HPQ	0.35%	6.17%	$1.1
MSFT	0.05%	0.86%	$3
GOOG	0.04%	0.28%	$0.2
META	0.04%	0.32%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

-0.17

-1

0.8

1.2

-1

Sharpe Ratio

-1.61

-2

0.5

1.5

Sortino Ratio

-1.57

-2

Jensen's Alpha

-28.36

-29

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

16.9

0.75

1.25

Information Ratio

-1.54

-2

0.3

0.6

Calmar Ratio

-0.36

-1

0.3

0.6

Beta

-0.17

-1

0.8

1.2

-1

Sharpe Ratio

-1.61

-2

0.5

1.5

Sortino Ratio

-1.57

-2

Jensen's Alpha

-28.36

-29

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

16.9

0.75

1.25

Information Ratio

-1.54

-2

0.3

0.6

Calmar Ratio

-0.36

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.06

High:

NVDA

37.34

Low:

HPQ

7.24

Details

PEG Ratio

72.08

High:

MSFT

88.65

Low:

NVDA

56.47

Details

Price/Book

12.06

High:

NVDA

28.28

Low:

HPQ

-22.97

Details

Price/Sales

11.83

High:

NVDA

20.71

Low:

HPQ

0.32

Details

Price/CF

26.87

High:

NVDA

44.64

Low:

HPQ

4.89

Details

Price/FCF

55.97

High:

MSFT

69.19

Low:

HPQ

10.14

Details

P/E Ratio

31.06

High:

NVDA

37.34

Low:

HPQ

7.24

Details

PEG Ratio

72.08

High:

MSFT

88.65

Low:

NVDA

56.47

Details

Price/Book

12.06

High:

NVDA

28.28

Low:

HPQ

-22.97

Details

Price/Sales

11.83

High:

NVDA

20.71

Low:

HPQ

0.32

Details

Price/CF

26.87

High:

NVDA

44.64

Low:

HPQ

4.89

Details

Price/FCF

55.97

High:

MSFT

69.19

Low:

HPQ

10.14

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-79.77%	Dec 2021	-	52

Monthly Performance

Portfolio of Avantix on eToro

Avantix

🇨🇭 Stock and ETF 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

-2.18%

This Month

-6.32%

Year To Date

-57.74%

2 Years

-77.71%

5 Years

-77.71%

10 Years

-28.36%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
39.13%
💵 Cash
19.34%
💻 Electronic Technology
16.51%
🧩 Miscellaneous
12.01%
📊 ETFs
12%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
61.99%
🇺🇸 NYSE
17.67%

Countries Breakdown

Country
Total

🇺🇸 United States
55.64%

Dividends

Dividend Yield

0.48%

5 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $HPQ (6.17%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
HPQ	0.35%	6.17%	$1.1
MSFT	0.05%	0.86%	$3
GOOG	0.04%	0.28%	$0.2
META	0.04%	0.32%	$1
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

-0.17

-1

0.8

1.2

-1

Sharpe Ratio

-1.61

-2

0.5

1.5

Sortino Ratio

-1.57

-2

Jensen's Alpha

-28.36

-29

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

16.9

0.75

1.25

Information Ratio

-1.54

-2

0.3

0.6

Calmar Ratio

-0.36

-1

0.3

0.6

Beta

-0.17

-1

0.8

1.2

-1

Sharpe Ratio

-1.61

-2

0.5

1.5

Sortino Ratio

-1.57

-2

Jensen's Alpha

-28.36

-29

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

16.9

0.75

1.25

Information Ratio

-1.54

-2

0.3

0.6

Calmar Ratio

-0.36

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.06

High:

NVDA

37.34

Low:

HPQ

7.24

Details

PEG Ratio

72.08

High:

MSFT

88.65

Low:

NVDA

56.47

Details

Price/Book

12.06

High:

NVDA

28.28

Low:

HPQ

-22.97

Details

Price/Sales

11.83

High:

NVDA

20.71

Low:

HPQ

0.32

Details

Price/CF

26.87

High:

NVDA

44.64

Low:

HPQ

4.89

Details

Price/FCF

55.97

High:

MSFT

69.19

Low:

HPQ

10.14

Details

P/E Ratio

31.06

High:

NVDA

37.34

Low:

HPQ

7.24

Details

PEG Ratio

72.08

High:

MSFT

88.65

Low:

NVDA

56.47

Details

Price/Book

12.06

High:

NVDA

28.28

Low:

HPQ

-22.97

Details

Price/Sales

11.83

High:

NVDA

20.71

Low:

HPQ

0.32

Details

Price/CF

26.87

High:

NVDA

44.64

Low:

HPQ

4.89

Details

Price/FCF

55.97

High:

MSFT

69.19

Low:

HPQ

10.14

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-79.77%	Dec 2021	-	52