Portfolio of DanielOrman on eToro

DanielOrman

🇬🇧 Stock Growth 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

-2.74%

This Month

-9.73%

Year To Date

+30.5%

2 Years

+63.83%

5 Years

+63.83%

10 Years

+15.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.03%
💰 Finance
20.91%
🛍️ Retail Trade
14.31%
💻 Electronic Technology
13.37%
🪙 Cryptocurrencies
6.26%
💇‍♀️ Consumer Services
5.85%
🍞 Consumer Non Durables
4.16%
🧬 Health Technology
2.38%
🚚 Transportation
2.09%
🏥 Health Services
1.45%
💵 Cash
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.32%
🇺🇸 NYSE
26.25%
🌍 Digital Currency
6.26%
🇸🇪 Stockholm Stock Exchange
3.66%
Regular Trading Hours - RTH
3.4%
🇭🇰 Hong Kong Exchanges
2.92%

Countries Breakdown

Country
Total

🇺🇸 United States
60.3%
🇳🇱 Netherlands
7.59%
🇰🇾 Cayman Islands
6.07%
🇨🇳 China
5.2%
🇸🇪 Sweden
3.66%
🇩🇰 Denmark
2.38%
🇺🇾 Uruguay
2.09%
🇲🇽 Mexico
2.09%
🇮🇪 Ireland
1.29%

Dividends

Dividend Yield

0.72%

17 out of 30 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (5.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.2%	5.45%	$31.03
NVO	0.08%	3.45%	$0.98
OMAB	0.08%	3.71%	$4.66
AXP	0.06%	1.1%	$2.6
ASML	0.04%	0.54%	$5.57
MSFT	0.04%	0.86%	$3
BKNG	0.03%	0.93%	$17.5
KLAC	0.03%	0.52%	$5.65
YOU	0.03%	1.08%	$0.35
GOOGL	0.03%	0.28%	$0.2
0700.HK	0.03%	0.9%	$3.4
COF	0.02%	1.44%	$2.4
BABA	0.02%	0.79%	$0.98
V	0.02%	0.78%	$2.01
PAYC	0.02%	1.12%	$1.5
BKNG.RTH	0%	0.9%	-
MA	0%	0.62%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.2/10

Beta

0.94

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.02

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.02

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.12

High:

CELH

192.93

Low:

EVO.ST

9.54

Details

PEG Ratio

177.38

High:

ADSK

2,357.05

Low:

BABA

35.01

Details

Price/Book

7.45

High:

60.42

Low:

BKNG.RTH

-34.05

Details

Price/Sales

6.18

High:

KLAC

15.3

Low:

HIMS

1.74

Details

Price/CF

21.2

High:

KLAC

33.65

Low:

COF

5.52

Details

Price/FCF

62.64

High:

BABA

1,196.17

Low:

COF

6.28

Details

P/E Ratio

28.12

High:

CELH

192.93

Low:

EVO.ST

9.54

Details

PEG Ratio

177.38

High:

ADSK

2,357.05

Low:

BABA

35.01

Details

Worst Drawdowns

Depth	Start	End	Total months
-13.49%	Nov 2025	-	5
-11.34%	Feb 2025	Jun 2025	4
-10.53%	Aug 2022	Mar 2023	7
-8.98%	Aug 2023	Nov 2023	3
-8.52%	May 2022	Jul 2022	2
-3.99%	Apr 2024	May 2024	1
-2.71%	May 2023	Jul 2023	2
-2.61%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of DanielOrman on eToro

DanielOrman

🇬🇧 Stock Growth 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

-2.74%

This Month

-9.73%

Year To Date

+30.5%

2 Years

+63.83%

5 Years

+63.83%

10 Years

+15.15%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
29.03%
💰 Finance
20.91%
🛍️ Retail Trade
14.31%
💻 Electronic Technology
13.37%
🪙 Cryptocurrencies
6.26%
💇‍♀️ Consumer Services
5.85%
🍞 Consumer Non Durables
4.16%
🧬 Health Technology
2.38%
🚚 Transportation
2.09%
🏥 Health Services
1.45%
💵 Cash
0.24%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
57.32%
🇺🇸 NYSE
26.25%
🌍 Digital Currency
6.26%
🇸🇪 Stockholm Stock Exchange
3.66%
Regular Trading Hours - RTH
3.4%
🇭🇰 Hong Kong Exchanges
2.92%

Countries Breakdown

Country
Total

🇺🇸 United States
60.3%
🇳🇱 Netherlands
7.59%
🇰🇾 Cayman Islands
6.07%
🇨🇳 China
5.2%
🇸🇪 Sweden
3.66%
🇩🇰 Denmark
2.38%
🇺🇾 Uruguay
2.09%
🇲🇽 Mexico
2.09%
🇮🇪 Ireland
1.29%

Dividends

Dividend Yield

0.72%

17 out of 30 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $EVO.ST (5.45%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
EVO.ST	0.2%	5.45%	$31.03
NVO	0.08%	3.45%	$0.98
OMAB	0.08%	3.71%	$4.66
AXP	0.06%	1.1%	$2.6
ASML	0.04%	0.54%	$5.57
MSFT	0.04%	0.86%	$3
BKNG	0.03%	0.93%	$17.5
KLAC	0.03%	0.52%	$5.65
YOU	0.03%	1.08%	$0.35
GOOGL	0.03%	0.28%	$0.2
0700.HK	0.03%	0.9%	$3.4
COF	0.02%	1.44%	$2.4
BABA	0.02%	0.79%	$0.98
V	0.02%	0.78%	$2.01
PAYC	0.02%	1.12%	$1.5
BKNG.RTH	0%	0.9%	-
MA	0%	0.62%	$2.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.2/10

Beta

0.94

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.02

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

1.19

0.3

0.6

Beta

0.94

0.8

1.2

Sharpe Ratio

0.6

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.02

-2

4.5

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

0.96

0.75

1.25

Information Ratio

0.24

0.3

0.6

Calmar Ratio

7.45

High:

60.42

Low:

BKNG.RTH

-34.05

Details

Price/Sales

6.18

High:

KLAC

15.3

Low:

HIMS

1.74

Details

Price/CF

21.2

High:

KLAC

33.65

Low:

COF

5.52

Details

Price/FCF

62.64

High:

BABA

1,196.17

Low:

COF

6.28

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.49%	Nov 2025	-	5
-11.34%	Feb 2025	Jun 2025	4
-10.53%	Aug 2022	Mar 2023	7
-8.98%	Aug 2023	Nov 2023	3
-8.52%	May 2022	Jul 2022	2
-3.99%	Apr 2024	May 2024	1
-2.71%	May 2023	Jul 2023	2
-2.61%	Dec 2024	Jan 2025	1