Portfolio of Casti98 on eToro

Casti98

🇭🇺 Stock Multi-Strategy Investor.

25 copiers.

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

Summary

+1.64%

This Month

+9.75%

Year To Date

+42.15%

2 Years

+44.66%

5 Years

+216.91%

10 Years

+18.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
20.47%
💻 Electronic Technology
14.67%
💰 Finance
13.2%
⚡ Utilities
9.31%
⛏️ Energy Minerals
7.9%
💵 Cash
6.45%
💇‍♀️ Consumer Services
5.78%
🧬 Health Technology
5.68%
📊 ETFs
5.33%
🛍️ Retail Trade
3.25%
🏭 Industrial Services
3.06%
🏥 Health Services
2.5%
🚚 Transportation
2.31%
🍞 Consumer Non Durables
1.11%
🚗 Consumer Durables
1.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.6%
🇺🇸 Nasdaq
18.25%
🇭🇰 Hong Kong Exchanges
9.6%
🇬🇧 LSE
7.9%
🇩🇪 FRA
6.95%
🇫🇷 Euronext Paris
5.54%
🇧🇪 Euronext Brussels
4.69%
🇺🇸 Chicago Board Options Exchange
3.38%
🇪🇸 Bolsa De Madrid
1.64%
🇨🇭 SIX
1.11%
🇩🇰 Copenhagen Stock Exchange
0.99%

Countries Breakdown

Country
Total

🇺🇸 United States
45.06%
🇨🇳 China
8.17%
🇬🇧 United Kingdom
7.9%
🇩🇪 Germany
6.95%
🇹🇼 Taiwan
6.27%
🇳🇱 Netherlands
5.54%
🇧🇪 Belgium
4.69%
🇭🇰 Hong Kong
1.68%
🇪🇸 Spain
1.64%
🇨🇭 Switzerland
1.11%
🇩🇰 Denmark
0.99%
🇸🇬 Singapore
0.3%

Dividends

Dividend Yield

1.56%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.26%	3.27%	$0.8
KBC.BR	0.13%	2.86%	$2.91
RWE.DE	0.13%	2.1%	$1
MCD	0.09%	2.72%	$6.53
BMY	0.09%	3.84%	$2.34
AIR.PA	0.09%	1.58%	$1.8
ABBV	0.06%	2.72%	$6.06
C	0.06%	1.81%	$2.12
VOW3.DE	0.06%	7.04%	$9.06
IBE.MC	0.06%	3.37%	$0.45
UNH	0.05%	2.16%	$7.74
MSFT	0.05%	0.78%	$3
WM	0.05%	1.56%	$2.9
TSM	0.05%	0.74%	$1.74
NESN.ZU	0.04%	3.83%	$3
NEE	0.04%	2.74%	$1.97
1299.HK	0.04%	2.44%	$1.61
NOVO-B.CO	0.04%	3.82%	$9.4
SCI	0.04%	1.58%	$1.18
0700.HK	0.04%	1.12%	$3.4
9988.HK	0.03%	0.88%	$0.98
DAL	0.02%	0.89%	$0.3
MA	0.02%	0.59%	$2.46
GOOG	0.02%	0.24%	$0.2
CRM	0.01%	0.93%	$0.4
00285.HK	0%	0.76%	$0.59
META	0%	0.38%	$1
NVDA	0%	0.14%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.2/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.77

Jensen's Alpha

9.95

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.78

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.77

Jensen's Alpha

9.95

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.78

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.09

High:

ABBV

123.77

Low:

NIO

-8.7

Details

PEG Ratio

180.29

High:

822.01

Low:

NIO

-13.16

Details

Price/Book

6.87

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

6.4

High:

NVDA

20.3

Low:

VOW3.DE

0.11

Details

Price/CF

17.6

High:

NVDA

40.43

Low:

VOW3.DE

2.51

Details

Price/FCF

49.74

High:

9988.HK

2,771.01

Low:

00285.HK

4.31

Details

P/E Ratio

26.09

High:

ABBV

123.77

Low:

NIO

-8.7

Details

PEG Ratio

180.29

High:

822.01

Low:

NIO

-13.16

Details

Price/Book

6.87

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

6.4

High:

NVDA

20.3

Low:

VOW3.DE

0.11

Details

Price/CF

17.6

High:

NVDA

40.43

Low:

VOW3.DE

2.51

Details

Price/FCF

49.74

High:

9988.HK

2,771.01

Low:

00285.HK

4.31

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.9%	Feb 2021	Jul 2024	41
-7.85%	Feb 2020	Mar 2020	1
-6.11%	Sep 2020	Nov 2020	2
-4.71%	Feb 2026	Apr 2026	2
-4.08%	Mar 2025	Jun 2025	3
-2.56%	Sep 2019	Oct 2019	1
-2.51%	Oct 2024	Jan 2025	3
-0.83%	May 2026	Jul 2026	2
-0.44%	Apr 2020	May 2020	1
-0.12%	Jul 2019	Aug 2019	1

Monthly Performance

Portfolio of Casti98 on eToro

Casti98

🇭🇺 Stock Multi-Strategy Investor.

25 copiers.

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

Summary

+1.64%

This Month

+9.75%

Year To Date

+42.15%

2 Years

+44.66%

5 Years

+216.91%

10 Years

+18.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
20.47%
💻 Electronic Technology
14.67%
💰 Finance
13.2%
⚡ Utilities
9.31%
⛏️ Energy Minerals
7.9%
💵 Cash
6.45%
💇‍♀️ Consumer Services
5.78%
🧬 Health Technology
5.68%
📊 ETFs
5.33%
🛍️ Retail Trade
3.25%
🏭 Industrial Services
3.06%
🏥 Health Services
2.5%
🚚 Transportation
2.31%
🍞 Consumer Non Durables
1.11%
🚗 Consumer Durables
1.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
35.6%
🇺🇸 Nasdaq
18.25%
🇭🇰 Hong Kong Exchanges
9.6%
🇬🇧 LSE
7.9%
🇩🇪 FRA
6.95%
🇫🇷 Euronext Paris
5.54%
🇧🇪 Euronext Brussels
4.69%
🇺🇸 Chicago Board Options Exchange
3.38%
🇪🇸 Bolsa De Madrid
1.64%
🇨🇭 SIX
1.11%
🇩🇰 Copenhagen Stock Exchange
0.99%

Countries Breakdown

Country
Total

🇺🇸 United States
45.06%
🇨🇳 China
8.17%
🇬🇧 United Kingdom
7.9%
🇩🇪 Germany
6.95%
🇹🇼 Taiwan
6.27%
🇳🇱 Netherlands
5.54%
🇧🇪 Belgium
4.69%
🇭🇰 Hong Kong
1.68%
🇪🇸 Spain
1.64%
🇨🇭 Switzerland
1.11%
🇩🇰 Denmark
0.99%
🇸🇬 Singapore
0.3%

Dividends

Dividend Yield

1.56%

28 out of 35 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VOW3.DE (7.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL.L	0.26%	3.27%	$0.8
KBC.BR	0.13%	2.86%	$2.91
RWE.DE	0.13%	2.1%	$1
MCD	0.09%	2.72%	$6.53
BMY	0.09%	3.84%	$2.34
AIR.PA	0.09%	1.58%	$1.8
ABBV	0.06%	2.72%	$6.06
C	0.06%	1.81%	$2.12
VOW3.DE	0.06%	7.04%	$9.06
IBE.MC	0.06%	3.37%	$0.45
UNH	0.05%	2.16%	$7.74
MSFT	0.05%	0.78%	$3
WM	0.05%	1.56%	$2.9
TSM	0.05%	0.74%	$1.74
NESN.ZU	0.04%	3.83%	$3
NEE	0.04%	2.74%	$1.97
1299.HK	0.04%	2.44%	$1.61
NOVO-B.CO	0.04%	3.82%	$9.4
SCI	0.04%	1.58%	$1.18
0700.HK	0.04%	1.12%	$3.4
9988.HK	0.03%	0.88%	$0.98
DAL	0.02%	0.89%	$0.3
MA	0.02%	0.59%	$2.46
GOOG	0.02%	0.24%	$0.2
CRM	0.01%	0.93%	$0.4
00285.HK	0%	0.76%	$0.59
META	0%	0.38%	$1
NVDA	0%	0.14%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.2/10

Beta

0.44

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.77

Jensen's Alpha

9.95

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.78

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Beta

0.44

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.77

Jensen's Alpha

9.95

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.78

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.66

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

26.09

High:

ABBV

123.77

Low:

NIO

-8.7

Details

PEG Ratio

180.29

High:

822.01

Low:

NIO

-13.16

Details

Price/Book

6.87

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

6.4

High:

NVDA

20.3

Low:

VOW3.DE

0.11

Details

Price/CF

17.6

High:

NVDA

40.43

Low:

VOW3.DE

2.51

Details

Price/FCF

49.74

High:

9988.HK

2,771.01

Low:

00285.HK

4.31

Details

P/E Ratio

26.09

High:

ABBV

123.77

Low:

NIO

-8.7

Details

PEG Ratio

180.29

High:

822.01

Low:

NIO

-13.16

Details

Price/Book

6.87

High:

69.54

Low:

MCD

-151.69

Details

Price/Sales

6.4

High:

NVDA

20.3

Low:

VOW3.DE

0.11

Details

Price/CF

17.6

High:

NVDA

40.43

Low:

VOW3.DE

2.51

Details

Price/FCF

49.74

High:

9988.HK

2,771.01

Low:

00285.HK

4.31

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.9%	Feb 2021	Jul 2024	41
-7.85%	Feb 2020	Mar 2020	1
-6.11%	Sep 2020	Nov 2020	2
-4.71%	Feb 2026	Apr 2026	2
-4.08%	Mar 2025	Jun 2025	3
-2.56%	Sep 2019	Oct 2019	1
-2.51%	Oct 2024	Jan 2025	3
-0.83%	May 2026	Jul 2026	2
-0.44%	Apr 2020	May 2020	1
-0.12%	Jul 2019	Aug 2019	1