Portfolio of ConsrvativInvstr on eToro

ConsrvativInvstr

🇲🇾 Stock 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

-1.62%

This Month

+20.75%

Year To Date

+40.89%

2 Years

+84.36%

5 Years

+84.36%

10 Years

+15.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
33.57%
💻 Electronic Technology
26.97%
💰 Finance
13.14%
💇‍♀️ Consumer Services
5.05%
🛍️ Retail Trade
4.06%
⛏️ Energy Minerals
3.99%
🛠️ Producer Manufacturing
3.23%
🧬 Health Technology
1.65%
🪨 Non Energy Minerals
1.58%
🏭 Industrial Services
1.26%
⚡ Utilities
1.21%
🚗 Consumer Durables
0.81%
❓ Other
0.78%
📡 Communications
0.68%
💵 Cash
0.64%
🚚 Transportation
0.46%
🍞 Consumer Non Durables
0.34%
🧪 Process Industries
0.33%
💼 Commercial Services
0.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
53.3%
🇺🇸 NYSE
44.23%
🇬🇧 LSE
1.83%
🇺🇸 OTC Markets Stock Exchange
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
90.03%
🇸🇪 Sweden
1.78%
🇬🇧 United Kingdom
1.35%
🇹🇼 Taiwan
1.15%
🇯🇵 Japan
1.07%
🇮🇪 Ireland
0.87%
🇨🇦 Canada
0.81%
🇨🇭 Switzerland
0.37%
🇸🇬 Singapore
0.26%
🇰🇾 Cayman Islands
0.26%
🇭🇰 Hong Kong
0.25%
🇰🇷 South Korea
0.23%
🇮🇱 Israel
0.19%

Dividends

Dividend Yield

0.79%

77 out of 132 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $T.US (5.21%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBUX	0.05%	2.45%	$2.24
SHEL.L	0.04%	2.98%	$0.8
CVX.US	0.04%	3.17%	$6.28
MSFT	0.04%	0.73%	$3
MCD	0.04%	2.89%	$6.53
T.US	0.04%	5.21%	$1.11
IBM	0.03%	2.73%	$6.65
BAC	0.02%	2.44%	$0.96
ORCL	0.02%	1.66%	$1.6
AIG	0.02%	2.35%	$1.48
TNL	0.02%	3.13%	$1.9
ARES	0.02%	4.16%	$3.4
ALLY	0.02%	3.3%	$1.2
JPM	0.02%	1.83%	$4.4
AVGO	0.02%	0.8%	$19.7
DIS	0.02%	1.33%	$0.75
MS	0.02%	2.35%	$3.4
HPQ	0.01%	4.33%	$1.1
INTU	0.01%	1.46%	$3.6
WFC	0.01%	2.25%	$1.4
MSI	0.01%	1%	$3.82
HAL	0.01%	2.02%	$0.66
JNJ	0.01%	2%	$4.81
OXY	0.01%	1.8%	$0.8
BLK	0.01%	1.94%	$20.2
CRM	0.01%	0.79%	$0.4
XOM	0.01%	2.98%	$3.76
WMB	0.01%	2.91%	$1.85
TSM	0.01%	0.82%	$1.74
DLR	0.01%	2.72%	$4.88
META	0.01%	0.35%	$1
COP	0.01%	2.35%	$3.25
GE	0.01%	0.57%	$0.44
EQIX	0.01%	2.05%	$16.19
UBS	0.01%	2.14%	$0.71
AEE	0.01%	2.72%	$2.6
WMT	0.01%	0.8%	$0.81
ETN	0.01%	1.17%	$3.6
SONY	0.01%	0.62%	$0.49
NEM	0.01%	0.97%	$1.3
PRU.L	0.01%	2.18%	$0.28
QCOM	0.01%	2.3%	$3.25
NVDA	0%	0.26%	$0.02
ATEN	0%	0.99%	$0.24
V	0%	0.67%	$2.01
AAPL	0%	0.32%	$0.97
COF	0%	1.55%	$2.4
CSCO	0%	1.66%	$1.58
EMR	0%	1.33%	$2.1
GLW	0%	0.93%	$1.12
TEL.US	0%	1.42%	$3.9
GOOGL	0%	0.31%	$0.2
MPWR	0%	0.58%	$4.5
VSH	0%	1.47%	$0.4
SEIC	0%	0.99%	$0.92
ECL	0%	0.97%	$2.24
AMAT	0%	0.56%	$1.44
VST	0%	0.68%	$0.85
Q	0%	0.26%	-
LRCX	0%	0.51%	$8
VG	0%	0.72%	-
LLY	0%	0.49%	$4.86
COST	0%	0.57%	$19.22
COKE	0%	0.48%	$2
DELL	0%	0.62%	$1.63
GOOG	0%	0.32%	$0.2
BWXT	0%	0.8%	$0.94
ENTG	0%	0.26%	$0.4
MRVL	0%	0.15%	$0.24
SMSN.L	0%	0.58%	$23.68
HWM	0%	0.23%	$0.19
MU	0%	0.07%	$0.46
CCJ	0%	0.23%	$0.09
WDC	0%	0.18%	-
SSRM	0%	0.11%	$0.28
AEIS	0%	0.17%	$0.4
SFGYY	0%	-2.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
COKE	Pay Day	Nov 6, 2026	$0.25
INTC	Ex-Dividend	Nov 7, 2026	$0.12
WFC	Ex-Dividend	Nov 7, 2026	$0.45
ETN	Ex-Dividend	Nov 7, 2026	$1.10
HWM	Ex-Dividend	Nov 7, 2026	$0.12
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
IBM	Ex-Dividend	Nov 10, 2026	$1.69
V	Ex-Dividend	Nov 11, 2026	$0.67
COST	Pay Day	Nov 13, 2026	$1.47
MS	Pay Day	Nov 13, 2026	$1.00
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
EMR	Ex-Dividend	Nov 14, 2026	$0.56
LLY	Ex-Dividend	Nov 14, 2026	$1.73
SSRM	Ex-Dividend	Nov 14, 2026	$0.07
ALLY	Pay Day	Nov 16, 2026	$0.30
XOM	Ex-Dividend	Nov 17, 2026	$1.03
COF	Ex-Dividend	Nov 17, 2026	$0.80
COP	Ex-Dividend	Nov 17, 2026	$0.84
ATEN	Ex-Dividend	Nov 17, 2026	$0.06
ENTG	Pay Day	Nov 18, 2026	$0.10
BWXT	Ex-Dividend	Nov 18, 2026	$0.27
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
EQIX	Ex-Dividend	Nov 19, 2026	$5.16
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
AMAT	Ex-Dividend	Nov 20, 2026	$0.53
WMT	Ex-Dividend	Nov 21, 2026	$0.25
TEL.US	Ex-Dividend	Nov 21, 2026	$0.78
AEIS	Ex-Dividend	Nov 24, 2026	$0.10
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
MCD	Ex-Dividend	Dec 1, 2026	$1.86
GLW	Ex-Dividend	Dec 1, 2026	$0.28
CCJ	Ex-Dividend	Dec 1, 2026	$0.17
Q	Ex-Dividend	Dec 1, 2026	$0.08
HAL	Ex-Dividend	Dec 2, 2026	$0.17
QCOM	Ex-Dividend	Dec 3, 2026	$0.92
NEM	Ex-Dividend	Dec 3, 2026	$0.26
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
GOOGL	Ex-Dividend	Dec 4, 2026	$0.22
WDC	Ex-Dividend	Dec 8, 2026	$0.15
BLK	Ex-Dividend	Dec 8, 2026	$5.73
AEE	Ex-Dividend	Dec 8, 2026	$0.75
SEIC	Ex-Dividend	Dec 8, 2026	$0.52
HPQ	Ex-Dividend	Dec 9, 2026	$0.30
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
OXY	Ex-Dividend	Dec 10, 2026	$0.26
VSH	Ex-Dividend	Dec 10, 2026	$0.10
WMB	Ex-Dividend	Dec 11, 2026	$0.53
ECL	Ex-Dividend	Dec 15, 2026	$0.73
DLR	Ex-Dividend	Dec 15, 2026	$1.22
VG	Ex-Dividend	Dec 15, 2026	$0.02
MSI	Ex-Dividend	Dec 16, 2026	$1.21
AIG	Ex-Dividend	Dec 16, 2026	$0.50
TNL	Ex-Dividend	Dec 16, 2026	$0.60
TSM	Ex-Dividend	Dec 16, 2026	$0.95
ARES	Ex-Dividend	Dec 16, 2026	$1.35
CRM	Ex-Dividend	Dec 17, 2026	$0.44
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
VST	Ex-Dividend	Dec 21, 2026	$0.23
LRCX	Ex-Dividend	Dec 23, 2026	$0.26
DIS	Ex-Dividend	Dec 30, 2026	$0.75
MPWR	Ex-Dividend	Dec 30, 2026	$2.00
CSCO	Ex-Dividend	Jan 2, 2027	$0.42
GE	Ex-Dividend	Jan 5, 2027	$0.47
JPM	Ex-Dividend	Jan 6, 2027	$1.50
INTU	Ex-Dividend	Jan 8, 2027	$1.20
T.US	Ex-Dividend	Jan 9, 2027	$0.28
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
MU	Ex-Dividend	Jan 14, 2027	$0.15
DELL	Ex-Dividend	Jan 20, 2027	$0.63
COKE	Ex-Dividend	Jan 23, 2027	$0.25
ENTG	Ex-Dividend	Jan 28, 2027	$0.10
COST	Ex-Dividend	Jan 30, 2027	$1.47
MS	Ex-Dividend	Jan 30, 2027	$1.00
ALLY	Ex-Dividend	Feb 2, 2027	$0.30
PRU.L	Ex-Dividend	Feb 18, 2027	$0.19
SONY	Ex-Dividend	Mar 30, 2027	$0.07
SFGYY	Ex-Dividend	Mar 31, 2027	$0.00
UBS	Ex-Dividend	Apr 22, 2027	$1.10

Performance Metrics

Score 5.4/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

0.11

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

0.11

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.57

High:

CRWD

6,853.78

Low:

ZETA.US

-2,244.2

Details

PEG Ratio

2.59

High:

CRWD

60.99

Low:

AFRM

Details

Price/Book

6.86

High:

CRWD

49.1

Low:

HPQ

-277.59

Details

Price/Sales

6.66

High:

QBTS

309.51

Low:

SFGYY

0.33

Details

Price/CF

20.52

High:

COHR

1,003.12

Low:

ALLY

2.33

Details

Price/FCF

54.98

High:

WFC

894.67

Low:

COF

4.52

Details

P/E Ratio

24.57

High:

CRWD

6,853.78

Low:

ZETA.US

-2,244.2

Details

Worst Drawdowns

Depth	Start	End	Total months
-20.11%	Aug 2022	Jul 2023	11
-14.69%	Aug 2023	Dec 2023	4
-8.72%	Jul 2024	Jun 2025	11
-8.05%	Jun 2022	Jul 2022	1
-7.23%	Nov 2025	Apr 2026	5
-7.06%	Mar 2024	May 2024	2
-6.42%	Sep 2026	-	3
-4.1%	Jun 2026	Aug 2026	2
-3.22%	Jan 2024	Feb 2024	1

Monthly Performance

Portfolio of ConsrvativInvstr on eToro

ConsrvativInvstr

🇲🇾 Stock 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

-1.62%

This Month

+20.75%

Year To Date

+40.89%

2 Years

+84.36%

5 Years

+84.36%

10 Years

+15.81%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
33.57%
💻 Electronic Technology
26.97%
💰 Finance
13.14%
💇‍♀️ Consumer Services
5.05%
🛍️ Retail Trade
4.06%
⛏️ Energy Minerals
3.99%
🛠️ Producer Manufacturing
3.23%
🧬 Health Technology
1.65%
🪨 Non Energy Minerals
1.58%
🏭 Industrial Services
1.26%
⚡ Utilities
1.21%
🚗 Consumer Durables
0.81%
❓ Other
0.78%
📡 Communications
0.68%
💵 Cash
0.64%
🚚 Transportation
0.46%
🍞 Consumer Non Durables
0.34%
🧪 Process Industries
0.33%
💼 Commercial Services
0.29%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
53.3%
🇺🇸 NYSE
44.23%
🇬🇧 LSE
1.83%
🇺🇸 OTC Markets Stock Exchange
0.04%

Countries Breakdown

Country
Total

🇺🇸 United States
90.03%
🇸🇪 Sweden
1.78%
🇬🇧 United Kingdom
1.35%
🇹🇼 Taiwan
1.15%
🇯🇵 Japan
1.07%
🇮🇪 Ireland
0.87%
🇨🇦 Canada
0.81%
🇨🇭 Switzerland
0.37%
🇸🇬 Singapore
0.26%
🇰🇾 Cayman Islands
0.26%
🇭🇰 Hong Kong
0.25%
🇰🇷 South Korea
0.23%
🇮🇱 Israel
0.19%

Dividends

Dividend Yield

0.79%

77 out of 132 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $T.US (5.21%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBUX	0.05%	2.45%	$2.24
SHEL.L	0.04%	2.98%	$0.8
CVX.US	0.04%	3.17%	$6.28
MSFT	0.04%	0.73%	$3
MCD	0.04%	2.89%	$6.53
T.US	0.04%	5.21%	$1.11
IBM	0.03%	2.73%	$6.65
BAC	0.02%	2.44%	$0.96
ORCL	0.02%	1.66%	$1.6
AIG	0.02%	2.35%	$1.48
TNL	0.02%	3.13%	$1.9
ARES	0.02%	4.16%	$3.4
ALLY	0.02%	3.3%	$1.2
JPM	0.02%	1.83%	$4.4
AVGO	0.02%	0.8%	$19.7
DIS	0.02%	1.33%	$0.75
MS	0.02%	2.35%	$3.4
HPQ	0.01%	4.33%	$1.1
INTU	0.01%	1.46%	$3.6
WFC	0.01%	2.25%	$1.4
MSI	0.01%	1%	$3.82
HAL	0.01%	2.02%	$0.66
JNJ	0.01%	2%	$4.81
OXY	0.01%	1.8%	$0.8
BLK	0.01%	1.94%	$20.2
CRM	0.01%	0.79%	$0.4
XOM	0.01%	2.98%	$3.76
WMB	0.01%	2.91%	$1.85
TSM	0.01%	0.82%	$1.74
DLR	0.01%	2.72%	$4.88
META	0.01%	0.35%	$1
COP	0.01%	2.35%	$3.25
GE	0.01%	0.57%	$0.44
EQIX	0.01%	2.05%	$16.19
UBS	0.01%	2.14%	$0.71
AEE	0.01%	2.72%	$2.6
WMT	0.01%	0.8%	$0.81
ETN	0.01%	1.17%	$3.6
SONY	0.01%	0.62%	$0.49
NEM	0.01%	0.97%	$1.3
PRU.L	0.01%	2.18%	$0.28
QCOM	0.01%	2.3%	$3.25
NVDA	0%	0.26%	$0.02
ATEN	0%	0.99%	$0.24
V	0%	0.67%	$2.01
AAPL	0%	0.32%	$0.97
COF	0%	1.55%	$2.4
CSCO	0%	1.66%	$1.58
EMR	0%	1.33%	$2.1
GLW	0%	0.93%	$1.12
TEL.US	0%	1.42%	$3.9
GOOGL	0%	0.31%	$0.2
MPWR	0%	0.58%	$4.5
VSH	0%	1.47%	$0.4
SEIC	0%	0.99%	$0.92
ECL	0%	0.97%	$2.24
AMAT	0%	0.56%	$1.44
VST	0%	0.68%	$0.85
Q	0%	0.26%	-
LRCX	0%	0.51%	$8
VG	0%	0.72%	-
LLY	0%	0.49%	$4.86
COST	0%	0.57%	$19.22
COKE	0%	0.48%	$2
DELL	0%	0.62%	$1.63
GOOG	0%	0.32%	$0.2
BWXT	0%	0.8%	$0.94
ENTG	0%	0.26%	$0.4
MRVL	0%	0.15%	$0.24
SMSN.L	0%	0.58%	$23.68
HWM	0%	0.23%	$0.19
MU	0%	0.07%	$0.46
CCJ	0%	0.23%	$0.09
WDC	0%	0.18%	-
SSRM	0%	0.11%	$0.28
AEIS	0%	0.17%	$0.4
SFGYY	0%	-2.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
COKE	Pay Day	Nov 6, 2026	$0.25
INTC	Ex-Dividend	Nov 7, 2026	$0.12
WFC	Ex-Dividend	Nov 7, 2026	$0.45
ETN	Ex-Dividend	Nov 7, 2026	$1.10
HWM	Ex-Dividend	Nov 7, 2026	$0.12
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
IBM	Ex-Dividend	Nov 10, 2026	$1.69
V	Ex-Dividend	Nov 11, 2026	$0.67
COST	Pay Day	Nov 13, 2026	$1.47
MS	Pay Day	Nov 13, 2026	$1.00
SBUX	Ex-Dividend	Nov 14, 2026	$0.62
EMR	Ex-Dividend	Nov 14, 2026	$0.56
LLY	Ex-Dividend	Nov 14, 2026	$1.73
SSRM	Ex-Dividend	Nov 14, 2026	$0.07
ALLY	Pay Day	Nov 16, 2026	$0.30
XOM	Ex-Dividend	Nov 17, 2026	$1.03
COF	Ex-Dividend	Nov 17, 2026	$0.80
COP	Ex-Dividend	Nov 17, 2026	$0.84
ATEN	Ex-Dividend	Nov 17, 2026	$0.06
ENTG	Pay Day	Nov 18, 2026	$0.10
BWXT	Ex-Dividend	Nov 18, 2026	$0.27
CVX.US	Ex-Dividend	Nov 19, 2026	$1.78
EQIX	Ex-Dividend	Nov 19, 2026	$5.16
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
AMAT	Ex-Dividend	Nov 20, 2026	$0.53
WMT	Ex-Dividend	Nov 21, 2026	$0.25
TEL.US	Ex-Dividend	Nov 21, 2026	$0.78
AEIS	Ex-Dividend	Nov 24, 2026	$0.10
JNJ	Ex-Dividend	Nov 25, 2026	$1.34
MCD	Ex-Dividend	Dec 1, 2026	$1.86
GLW	Ex-Dividend	Dec 1, 2026	$0.28
CCJ	Ex-Dividend	Dec 1, 2026	$0.17
Q	Ex-Dividend	Dec 1, 2026	$0.08
HAL	Ex-Dividend	Dec 2, 2026	$0.17
QCOM	Ex-Dividend	Dec 3, 2026	$0.92
NEM	Ex-Dividend	Dec 3, 2026	$0.26
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
BAC	Ex-Dividend	Dec 4, 2026	$0.28
GOOGL	Ex-Dividend	Dec 4, 2026	$0.22
WDC	Ex-Dividend	Dec 8, 2026	$0.15
BLK	Ex-Dividend	Dec 8, 2026	$5.73
AEE	Ex-Dividend	Dec 8, 2026	$0.75
SEIC	Ex-Dividend	Dec 8, 2026	$0.52
HPQ	Ex-Dividend	Dec 9, 2026	$0.30
NVDA	Ex-Dividend	Dec 10, 2026	$0.25
OXY	Ex-Dividend	Dec 10, 2026	$0.26
VSH	Ex-Dividend	Dec 10, 2026	$0.10
WMB	Ex-Dividend	Dec 11, 2026	$0.53
ECL	Ex-Dividend	Dec 15, 2026	$0.73
DLR	Ex-Dividend	Dec 15, 2026	$1.22
VG	Ex-Dividend	Dec 15, 2026	$0.02
MSI	Ex-Dividend	Dec 16, 2026	$1.21
AIG	Ex-Dividend	Dec 16, 2026	$0.50
TNL	Ex-Dividend	Dec 16, 2026	$0.60
TSM	Ex-Dividend	Dec 16, 2026	$0.95
ARES	Ex-Dividend	Dec 16, 2026	$1.35
CRM	Ex-Dividend	Dec 17, 2026	$0.44
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
VST	Ex-Dividend	Dec 21, 2026	$0.23
LRCX	Ex-Dividend	Dec 23, 2026	$0.26
DIS	Ex-Dividend	Dec 30, 2026	$0.75
MPWR	Ex-Dividend	Dec 30, 2026	$2.00
CSCO	Ex-Dividend	Jan 2, 2027	$0.42
GE	Ex-Dividend	Jan 5, 2027	$0.47
JPM	Ex-Dividend	Jan 6, 2027	$1.50
INTU	Ex-Dividend	Jan 8, 2027	$1.20
T.US	Ex-Dividend	Jan 9, 2027	$0.28
ORCL	Ex-Dividend	Jan 9, 2027	$0.50
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
MU	Ex-Dividend	Jan 14, 2027	$0.15
DELL	Ex-Dividend	Jan 20, 2027	$0.63
COKE	Ex-Dividend	Jan 23, 2027	$0.25
ENTG	Ex-Dividend	Jan 28, 2027	$0.10
COST	Ex-Dividend	Jan 30, 2027	$1.47
MS	Ex-Dividend	Jan 30, 2027	$1.00
ALLY	Ex-Dividend	Feb 2, 2027	$0.30
PRU.L	Ex-Dividend	Feb 18, 2027	$0.19
SONY	Ex-Dividend	Mar 30, 2027	$0.07
SFGYY	Ex-Dividend	Mar 31, 2027	$0.00
UBS	Ex-Dividend	Apr 22, 2027	$1.10

Performance Metrics

Score 5.4/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

0.11

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.61

0.5

1.5

Sortino Ratio

1.17

Jensen's Alpha

0.11

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.19

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

24.57

High:

CRWD

6,853.78

Low:

ZETA.US

-2,244.2

Details

2.59

High:

CRWD

60.99

Low:

AFRM

Details

Price/Book

6.86

High:

CRWD

49.1

Low:

HPQ

-277.59

Details

Price/Sales

6.66

High:

QBTS

309.51

Low:

SFGYY

0.33

Details

Price/CF

20.52

High:

COHR

1,003.12

Low:

ALLY

2.33

Details

Price/FCF

54.98

High:

WFC

894.67

Low:

COF

4.52

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-20.11%	Aug 2022	Jul 2023	11
-14.69%	Aug 2023	Dec 2023	4
-8.72%	Jul 2024	Jun 2025	11
-8.05%	Jun 2022	Jul 2022	1
-7.23%	Nov 2025	Apr 2026	5
-7.06%	Mar 2024	May 2024	2
-6.42%	Sep 2026	-	3
-4.1%	Jun 2026	Aug 2026	2
-3.22%	Jan 2024	Feb 2024	1