Portfolio of CaridinaCapital on eToro

CaridinaCapital

🇩🇪 Stock and ETF Value 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

-0.99%

This Month

-4.35%

Year To Date

+16.23%

2 Years

+48.7%

5 Years

+48.7%

10 Years

+9.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
41.15%
🛠️ Producer Manufacturing
11.66%
📊 ETFs
11.59%
💻 Electronic Technology
10.92%
🧬 Health Technology
6.7%
💰 Finance
4.88%
🛍️ Retail Trade
4.75%
🏥 Health Services
3.19%
💼 Commercial Services
2.55%
🍞 Consumer Non Durables
1.1%
💇‍♀️ Consumer Services
0.94%
💵 Cash
0.82%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.54%
🇺🇸 NYSE
33.31%
🇬🇧 LSE
11.59%

Countries Breakdown

Country
Total

🇺🇸 United States
86.92%
🇮🇪 Ireland
0.92%

Dividends

Dividend Yield

0.61%

23 out of 31 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PAYX (4.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.1%	3.04%	$7.74
PAYX	0.08%	4.55%	$3.65
ZTS	0.04%	1.65%	$1.67
LRCX	0.04%	0.46%	$8
BLK	0.03%	2.05%	$20.2
NKE	0.03%	2.75%	$1.45
MSFT	0.03%	0.86%	$3
ACN	0.03%	2.98%	$4.99
INTU	0.03%	1.06%	$3.6
V	0.03%	0.78%	$2.01
GOOG	0.02%	0.28%	$0.2
ADP	0.02%	3%	$5.45
SPGI	0.02%	0.87%	$3.62
CRM	0.02%	0.87%	$0.4
LMT	0.02%	2.03%	$12.45
MCD	0.02%	2.2%	$6.53
AMAT	0.02%	0.51%	$1.44
META	0.01%	0.32%	$1
KLAC	0.01%	0.52%	$5.65
TMO	0%	0.35%	$1.48
DHR	0%	0.67%	$1.05
WST	0%	0.35%	$0.8
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

0.2

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

0.2

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.89

High:

CSGP

2,800

Low:

ADBE

16.35

Details

PEG Ratio

199.11

High:

WST

3,118.51

Low:

ADBE

47.75

Details

Price/Book

10.13

High:

KLAC

35.41

Low:

MCD

-131.7

Details

Price/Sales

8.05

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

25.27

High:

CSGP

65.61

Low:

ACN

12.92

Details

Price/FCF

58.81

High:

NKE

947.69

Low:

ADBE

13.55

Details

P/E Ratio

30.89

High:

CSGP

2,800

Low:

ADBE

16.35

Details

PEG Ratio

199.11

High:

WST

3,118.51

Low:

ADBE

47.75

Details

Price/Book

10.13

High:

KLAC

35.41

Low:

MCD

-131.7

Details

Price/Sales

8.05

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

25.27

High:

CSGP

65.61

Low:

ACN

12.92

Details

Price/FCF

58.81

High:

NKE

947.69

Low:

ADBE

13.55

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.87%	Nov 2021	May 2023	18
-9.14%	Aug 2023	Dec 2023	4
-7.88%	Feb 2025	Jun 2025	4
-5.51%	Feb 2026	-	2
-3.83%	Apr 2024	Jun 2024	2
-2.04%	Nov 2025	Jan 2026	2
-1.08%	Dec 2024	Jan 2025	1
-0.91%	Oct 2024	Nov 2024	1
-0.23%	Jul 2024	Aug 2024	1

Monthly Performance

Portfolio of CaridinaCapital on eToro

CaridinaCapital

🇩🇪 Stock and ETF Value 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

-0.99%

This Month

-4.35%

Year To Date

+16.23%

2 Years

+48.7%

5 Years

+48.7%

10 Years

+9.22%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
41.15%
🛠️ Producer Manufacturing
11.66%
📊 ETFs
11.59%
💻 Electronic Technology
10.92%
🧬 Health Technology
6.7%
💰 Finance
4.88%
🛍️ Retail Trade
4.75%
🏥 Health Services
3.19%
💼 Commercial Services
2.55%
🍞 Consumer Non Durables
1.1%
💇‍♀️ Consumer Services
0.94%
💵 Cash
0.82%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
54.54%
🇺🇸 NYSE
33.31%
🇬🇧 LSE
11.59%

Countries Breakdown

Country
Total

🇺🇸 United States
86.92%
🇮🇪 Ireland
0.92%

Dividends

Dividend Yield

0.61%

23 out of 31 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $PAYX (4.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
UNH	0.1%	3.04%	$7.74
PAYX	0.08%	4.55%	$3.65
ZTS	0.04%	1.65%	$1.67
LRCX	0.04%	0.46%	$8
BLK	0.03%	2.05%	$20.2
NKE	0.03%	2.75%	$1.45
MSFT	0.03%	0.86%	$3
ACN	0.03%	2.98%	$4.99
INTU	0.03%	1.06%	$3.6
V	0.03%	0.78%	$2.01
GOOG	0.02%	0.28%	$0.2
ADP	0.02%	3%	$5.45
SPGI	0.02%	0.87%	$3.62
CRM	0.02%	0.87%	$0.4
LMT	0.02%	2.03%	$12.45
MCD	0.02%	2.2%	$6.53
AMAT	0.02%	0.51%	$1.44
META	0.01%	0.32%	$1
KLAC	0.01%	0.52%	$5.65
TMO	0%	0.35%	$1.48
DHR	0%	0.67%	$1.05
WST	0%	0.35%	$0.8
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.5/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

0.2

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.42

0.5

1.5

Sortino Ratio

0.67

Jensen's Alpha

0.2

-2

4.5

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.08

-1

0.3

0.6

Calmar Ratio

947.69

Low:

ADBE

13.55

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.87%	Nov 2021	May 2023	18
-9.14%	Aug 2023	Dec 2023	4
-7.88%	Feb 2025	Jun 2025	4
-5.51%	Feb 2026	-	2
-3.83%	Apr 2024	Jun 2024	2
-2.04%	Nov 2025	Jan 2026	2
-1.08%	Dec 2024	Jan 2025	1
-0.91%	Oct 2024	Nov 2024	1
-0.23%	Jul 2024	Aug 2024	1