Portfolio of Dale691 on eToro

Dale691

🇬🇧 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

+0.18%

This Month

-15.98%

Year To Date

+12.64%

2 Years

-28.06%

5 Years

-17.64%

10 Years

-2.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💼 Commercial Services
25.74%
🏥 Health Services
24.25%
🧬 Health Technology
22.9%
🖥️ Technology Services
16.85%
💻 Electronic Technology
9.81%
💵 Cash
0.47%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.4%
🇺🇸 NYSE
47.15%

Countries Breakdown

Country
Total

🇺🇸 United States
66.84%
🇩🇰 Denmark
22.9%
🇳🇱 Netherlands
9.81%

Dividends

Dividend Yield

1.05%

4 out of 5 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NVO (3.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NVO	0.79%	3.45%	$0.98
PYPL	0.16%	0.6%	-
META	0.05%	0.32%	$1
ASML	0.05%	0.54%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

1.13

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.34

Jensen's Alpha

-1

-2

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

1.13

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.34

Jensen's Alpha

-1

-2

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.46

High:

ASML

50.04

Low:

OSCR

-8.6

Details

PEG Ratio

113.11

High:

NVO

199.02

Low:

PYPL

24.44

Details

Price/Book

7.65

High:

ASML

23.42

Low:

PYPL

2.12

Details

Price/Sales

6.71

High:

ASML

14.65

Low:

OSCR

0.36

Details

Price/CF

15.02

High:

ASML

28.87

Low:

OSCR

3.72

Details

Price/FCF

39.45

High:

NVO

207.17

Low:

OSCR

3.85

Details

P/E Ratio

25.46

High:

ASML

50.04

Low:

OSCR

-8.6

Details

PEG Ratio

113.11

High:

NVO

199.02

Low:

PYPL

24.44

Details

Price/Book

7.65

High:

ASML

23.42

Low:

PYPL

2.12

Details

Price/Sales

6.71

High:

ASML

14.65

Low:

OSCR

0.36

Details

Price/CF

15.02

High:

ASML

28.87

Low:

OSCR

3.72

Details

Price/FCF

39.45

High:

NVO

207.17

Low:

OSCR

3.85

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-84.72%	Jan 2018	-	99
-19.55%	Sep 2017	Nov 2017	2

Monthly Performance

Portfolio of Dale691 on eToro

Dale691

🇬🇧 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

+0.18%

This Month

-15.98%

Year To Date

+12.64%

2 Years

-28.06%

5 Years

-17.64%

10 Years

-2.26%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💼 Commercial Services
25.74%
🏥 Health Services
24.25%
🧬 Health Technology
22.9%
🖥️ Technology Services
16.85%
💻 Electronic Technology
9.81%
💵 Cash
0.47%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
52.4%
🇺🇸 NYSE
47.15%

Countries Breakdown

Country
Total

🇺🇸 United States
66.84%
🇩🇰 Denmark
22.9%
🇳🇱 Netherlands
9.81%

Dividends

Dividend Yield

1.05%

4 out of 5 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NVO (3.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NVO	0.79%	3.45%	$0.98
PYPL	0.16%	0.6%	-
META	0.05%	0.32%	$1
ASML	0.05%	0.54%	$5.57

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.6/10

Beta

1.13

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.34

Jensen's Alpha

-1

-2

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

1.13

0.8

1.2

Sharpe Ratio

0.19

0.5

1.5

Sortino Ratio

0.34

Jensen's Alpha

-1

-2

4.5

Omega Ratio

1.01

1.5

2.5

Treynor Ratio

0.85

0.75

1.25

Information Ratio

0.01

0.3

0.6

Calmar Ratio

NVO

207.17

Low:

OSCR

3.85

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-84.72%	Jan 2018	-	99
-19.55%	Sep 2017	Nov 2017	2