Portfolio of DBelmonte on eToro

DBelmonte

🇪🇸 Stock Momentum 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

-2.91%

This Month

-2.2%

Year To Date

+0.16%

2 Years

-20.1%

5 Years

-10.86%

10 Years

-2.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.09%
💻 Electronic Technology
25.05%
🏥 Health Services
13.37%
🍞 Consumer Non Durables
12.87%
⚡ Utilities
12.29%
💵 Cash
6.38%
🏭 Industrial Services
4.8%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.74%
🇺🇸 Nasdaq
37.92%
🇪🇸 Bolsa De Madrid
4.8%

Countries Breakdown

Country
Total

🇺🇸 United States
88.66%
🇪🇸 Spain
4.8%

Dividends

Dividend Yield

2.23%

7 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KMB (4.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KMB	0.62%	4.85%	$4.8
NHI	0.55%	4.31%	$3.6
BIPC	0.44%	3.6%	-
JXN	0.35%	2.87%	$2.64
AAPL	0.1%	0.4%	$0.97
ANA.MC	0.09%	1.9%	$3.65
HCA	0.07%	0.54%	$2.52

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.52

0.8

1.2

Sharpe Ratio

-0.18

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-8.45

-9

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.5

-1

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.52

0.8

1.2

Sharpe Ratio

-0.18

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-8.45

-9

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.5

-1

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.74

High:

AAPL

33.21

Low:

JXN

-339.93

Details

PEG Ratio

65.74

High:

AAPL

129.82

Low:

BIPC

-46.14

Details

Price/Book

43.04

High:

AAPL

43.77

Low:

HCA

-20.29

Details

Price/Sales

8.07

High:

NHI

10.74

Low:

ANA.MC

0.6

Details

Price/CF

27.66

High:

AAPL

29.89

Low:

JXN

1.28

Details

Price/FCF

35.87

High:

KMB

1,882.62

Low:

JXN

1.34

Details

P/E Ratio

32.74

High:

AAPL

33.21

Low:

JXN

-339.93

Details

PEG Ratio

65.74

High:

AAPL

129.82

Low:

BIPC

-46.14

Details

Price/Book

43.04

High:

AAPL

43.77

Low:

HCA

-20.29

Details

Price/Sales

8.07

High:

NHI

10.74

Low:

ANA.MC

0.6

Details

Price/CF

27.66

High:

AAPL

29.89

Low:

JXN

1.28

Details

Price/FCF

35.87

High:

KMB

1,882.62

Low:

JXN

1.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.91%	Jul 2021	-	57
-7.76%	May 2021	Jun 2021	1
-4.77%	Jan 2021	Apr 2021	3
-1.34%	Oct 2020	Nov 2020	1

Monthly Performance

Portfolio of DBelmonte on eToro

DBelmonte

🇪🇸 Stock Momentum 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

-2.91%

This Month

-2.2%

Year To Date

+0.16%

2 Years

-20.1%

5 Years

-10.86%

10 Years

-2.07%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
25.09%
💻 Electronic Technology
25.05%
🏥 Health Services
13.37%
🍞 Consumer Non Durables
12.87%
⚡ Utilities
12.29%
💵 Cash
6.38%
🏭 Industrial Services
4.8%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
50.74%
🇺🇸 Nasdaq
37.92%
🇪🇸 Bolsa De Madrid
4.8%

Countries Breakdown

Country
Total

🇺🇸 United States
88.66%
🇪🇸 Spain
4.8%

Dividends

Dividend Yield

2.23%

7 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KMB (4.85%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KMB	0.62%	4.85%	$4.8
NHI	0.55%	4.31%	$3.6
BIPC	0.44%	3.6%	-
JXN	0.35%	2.87%	$2.64
AAPL	0.1%	0.4%	$0.97
ANA.MC	0.09%	1.9%	$3.65
HCA	0.07%	0.54%	$2.52

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.52

0.8

1.2

Sharpe Ratio

-0.18

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-8.45

-9

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.5

-1

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.52

0.8

1.2

Sharpe Ratio

-0.18

-1

0.5

1.5

Sortino Ratio

-0.26

-1

Jensen's Alpha

-8.45

-9

4.5

Omega Ratio

0.54

1.5

2.5

Treynor Ratio

-0.5

-1

0.75

1.25

Information Ratio

-0.83

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.74

High:

AAPL

33.21

Low:

JXN

-339.93

Details

PEG Ratio

65.74

High:

AAPL

129.82

Low:

BIPC

-46.14

Details

Price/Book

43.04

High:

AAPL

43.77

Low:

HCA

-20.29

Details

Price/Sales

8.07

High:

NHI

10.74

Low:

ANA.MC

0.6

Details

Price/CF

27.66

High:

AAPL

29.89

Low:

JXN

1.28

Details

Price/FCF

35.87

High:

KMB

1,882.62

Low:

JXN

1.34

Details

P/E Ratio

32.74

High:

AAPL

33.21

Low:

JXN

-339.93

Details

PEG Ratio

65.74

High:

AAPL

129.82

Low:

BIPC

-46.14

Details

Price/Book

43.04

High:

AAPL

43.77

Low:

HCA

-20.29

Details

Price/Sales

8.07

High:

NHI

10.74

Low:

ANA.MC

0.6

Details

Price/CF

27.66

High:

AAPL

29.89

Low:

JXN

1.28

Details

Price/FCF

35.87

High:

KMB

1,882.62

Low:

JXN

1.34

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-31.91%	Jul 2021	-	57
-7.76%	May 2021	Jun 2021	1
-4.77%	Jan 2021	Apr 2021	3
-1.34%	Oct 2020	Nov 2020	1