Portfolio of CedLorenzo on eToro

CedLorenzo

🇲🇾 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

-3.98%

This Month

-2.97%

Year To Date

+23.83%

2 Years

+93.74%

5 Years

+93.74%

10 Years

+21.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.44%
💻 Electronic Technology
25.14%
💇‍♀️ Consumer Services
17.46%
🖥️ Technology Services
11.11%
💼 Commercial Services
8.11%
🛠️ Producer Manufacturing
0.79%
🪙 Cryptocurrencies
0.45%
🍞 Consumer Non Durables
0.44%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.91%
🇺🇸 Nasdaq
32.8%
🇫🇷 Euronext Paris
8.11%
🇬🇧 LSE
3.45%
🇭🇰 Hong Kong Exchanges
0.79%
🌍 Digital Currency
0.45%
🇨🇭 SIX
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
50.26%
🇫🇷 France
8.11%
🇰🇷 South Korea
3.45%
🇨🇳 China
0.79%
🇨🇭 Switzerland
0.44%

Dividends

Dividend Yield

0.96%

8 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TEP.PA (7.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TEP.PA	0.6%	7.36%	$3.85
RCL	0.15%	1.48%	-
AAPL	0.09%	0.4%	$0.97
CCL	0.04%	0.54%	-
META	0.04%	0.32%	$1
SMSN.L	0.02%	0.66%	$23.68
NESN.ZU	0.02%	3.83%	$3
01211.HK	0.01%	1.56%	$3.41

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.4/10

Beta

1.65

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.59

Jensen's Alpha

-1.2

-2

4.5

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.02

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

1.43

0.3

0.6

Beta

1.65

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.59

Jensen's Alpha

-1.2

-2

4.5

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.02

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

1.43

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.75

High:

AAPL

33.21

Low:

TEP.PA

6.62

Details

PEG Ratio

92.35

High:

01211.HK

199.56

Low:

CCL

35.25

Details

Price/Book

18.92

High:

AAPL

43.77

Low:

TEP.PA

0.83

Details

Price/Sales

8.25

High:

AAPL

8.93

Low:

TEP.PA

0.32

Details

Price/CF

23.56

High:

AAPL

29.89

Low:

TEP.PA

3.39

Details

Price/FCF

37.88

High:

RCL

184.82

Low:

TEP.PA

5.17

Details

P/E Ratio

31.75

High:

AAPL

33.21

Low:

TEP.PA

6.62

Details

PEG Ratio

92.35

High:

01211.HK

199.56

Low:

CCL

35.25

Details

Price/Book

18.92

High:

AAPL

43.77

Low:

TEP.PA

0.83

Details

Price/Sales

8.25

High:

AAPL

8.93

Low:

TEP.PA

0.32

Details

Price/CF

23.56

High:

AAPL

29.89

Low:

TEP.PA

3.39

Details

Price/FCF

37.88

High:

RCL

184.82

Low:

TEP.PA

5.17

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.91%	Feb 2025	-	14
-11.43%	Jul 2023	Dec 2023	5
-7.28%	Apr 2024	May 2024	1
-4.8%	Feb 2023	Jun 2023	4
-4.3%	Jan 2024	Feb 2024	1
-1.19%	Aug 2024	Sep 2024	1

Monthly Performance

Portfolio of CedLorenzo on eToro

CedLorenzo

🇲🇾 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

-3.98%

This Month

-2.97%

Year To Date

+23.83%

2 Years

+93.74%

5 Years

+93.74%

10 Years

+21.95%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
36.44%
💻 Electronic Technology
25.14%
💇‍♀️ Consumer Services
17.46%
🖥️ Technology Services
11.11%
💼 Commercial Services
8.11%
🛠️ Producer Manufacturing
0.79%
🪙 Cryptocurrencies
0.45%
🍞 Consumer Non Durables
0.44%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.91%
🇺🇸 Nasdaq
32.8%
🇫🇷 Euronext Paris
8.11%
🇬🇧 LSE
3.45%
🇭🇰 Hong Kong Exchanges
0.79%
🌍 Digital Currency
0.45%
🇨🇭 SIX
0.44%

Countries Breakdown

Country
Total

🇺🇸 United States
50.26%
🇫🇷 France
8.11%
🇰🇷 South Korea
3.45%
🇨🇳 China
0.79%
🇨🇭 Switzerland
0.44%

Dividends

Dividend Yield

0.96%

8 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TEP.PA (7.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TEP.PA	0.6%	7.36%	$3.85
RCL	0.15%	1.48%	-
AAPL	0.09%	0.4%	$0.97
CCL	0.04%	0.54%	-
META	0.04%	0.32%	$1
SMSN.L	0.02%	0.66%	$23.68
NESN.ZU	0.02%	3.83%	$3
01211.HK	0.01%	1.56%	$3.41

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.4/10

Beta

1.65

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.59

Jensen's Alpha

-1.2

-2

4.5

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.02

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

1.43

0.3

0.6

Beta

1.65

0.8

1.2

Sharpe Ratio

0.8

0.5

1.5

Sortino Ratio

1.59

Jensen's Alpha

-1.2

-2

4.5

Omega Ratio

1.4

1.5

2.5

Treynor Ratio

1.02

0.75

1.25

Information Ratio

0.42

0.3

0.6

Calmar Ratio

1.43

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.75

High:

AAPL

33.21

Low:

TEP.PA

6.62

Details

PEG Ratio

92.35

High:

01211.HK

199.56

Low:

CCL

35.25

Details

Price/Book

18.92

High:

AAPL

43.77

Low:

TEP.PA

0.83

Details

Price/Sales

8.25

High:

AAPL

8.93

Low:

TEP.PA

0.32

Details

Price/CF

23.56

High:

AAPL

29.89

Low:

TEP.PA

3.39

Details

Price/FCF

37.88

High:

RCL

184.82

Low:

TEP.PA

5.17

Details

P/E Ratio

31.75

High:

AAPL

33.21

Low:

TEP.PA

6.62

Details

PEG Ratio

92.35

High:

01211.HK

199.56

Low:

CCL

35.25

Details

Price/Book

18.92

High:

AAPL

43.77

Low:

TEP.PA

0.83

Details

Price/Sales

8.25

High:

AAPL

8.93

Low:

TEP.PA

0.32

Details

Price/CF

23.56

High:

AAPL

29.89

Low:

TEP.PA

3.39

Details

Price/FCF

37.88

High:

RCL

184.82

Low:

TEP.PA

5.17

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-16.91%	Feb 2025	-	14
-11.43%	Jul 2023	Dec 2023	5
-7.28%	Apr 2024	May 2024	1
-4.8%	Feb 2023	Jun 2023	4
-4.3%	Jan 2024	Feb 2024	1
-1.19%	Aug 2024	Sep 2024	1