Portfolio of Chaelab on eToro

Chaelab

🇬🇧 Stock Value 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

-13.75%

This Month

-9.98%

Year To Date

+17.07%

2 Years

+17.07%

5 Years

+17.07%

10 Years

+13.44%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
51.94%
⛏️ Energy Minerals
14.46%
🪨 Non Energy Minerals
10.81%
🚚 Transportation
9.64%
🛍️ Retail Trade
7.99%
🚗 Consumer Durables
5.06%
💵 Cash
0.09%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
65%
🇺🇸 NYSE
14.46%
LSE_AIM
10.81%
🇳🇴 Oslo Stock Exchange
9.64%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
75.8%
🇺🇸 United States
14.46%
🇳🇴 Norway
9.64%

Dividends

Dividend Yield

2.52%

5 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NAS.OL (11.81%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NAS.OL	1.14%	11.81%	-
STB.L	0.45%	2.9%	-
TW.L	0.44%	8.65%	$0.1
SMWH.L	0.26%	3.21%	$0.32
OXY	0.23%	1.61%	$0.8

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.7/10

Beta

0.11

0.8

1.2

Sharpe Ratio

1.03

0.5

Sortino Ratio

1.71

Jensen's Alpha

27.05

-2

Omega Ratio

1.45

1.5

2.5

Treynor Ratio

20.03

0.75

1.25

Information Ratio

0.51

0.3

0.6

Calmar Ratio

2.1

0.3

0.6

Beta

0.11

0.8

1.2

Sharpe Ratio

1.03

0.5

Sortino Ratio

1.71

Jensen's Alpha

27.05

-2

Omega Ratio

1.45

1.5

2.5

Treynor Ratio

20.03

0.75

1.25

Information Ratio

0.51

0.3

0.6

Calmar Ratio

2.1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.6

High:

OXY

37.51

Low:

EEE.L

-15.35

Details

PEG Ratio

10.47

High:

MTRO.L

61.43

Low:

CBG.L

-20.22

Details

Price/Book

2.09

High:

WISE.L

6.01

Low:

CBG.L

0.35

Details

Price/Sales

2.11

High:

WISE.L

4.77

Low:

EEE.L

Details

Price/CF

High:

TW.L

26.33

Low:

MTRO.L

0.48

Details

Price/FCF

11.86

High:

TW.L

275.31

Low:

MTRO.L

0.49

Details