Portfolio of DanieleTrader on eToro

DanieleTrader

🇳🇴 Stock and ETF Income Investor.

230 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-1.19%

This Month

+4.37%

Year To Date

+58.11%

2 Years

+12.44%

5 Years

+119.24%

10 Years

+8.61%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
49.28%
🧬 Health Technology
13.99%
📊 ETFs
11.68%
🛍️ Retail Trade
6.74%
⛏️ Energy Minerals
4.99%
📡 Communications
4.93%
🍞 Consumer Non Durables
4.85%
🧩 Miscellaneous
3.53%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
60.27%
🇺🇸 Nasdaq
29.04%
🇬🇧 LSE
10.69%

Countries Breakdown

Country
Total

🇺🇸 United States
77.62%
🇬🇧 United Kingdom
10.69%

Dividends

Dividend Yield

2.11%

11 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIN (13.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JPM	0.66%	1.95%	$4.4
VZ	0.26%	5.45%	$2.66
MRK	0.22%	2.79%	$3.04
BGEO.L	0.19%	2.63%	$0.99
CVX	0.18%	3.65%	$6.28
BAC	0.18%	2.22%	$0.96
PEP	0.17%	3.47%	$5.15
AMGN	0.16%	2.56%	$8.76
WMT	0.05%	0.77%	$0.81
TRIN	0.03%	13.69%	$2.01
TMUS	0%	1.74%	$1.95

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.2/10

Beta

1.17

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

2.71

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.17

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

2.71

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

22.96

Low:

4.65

Details

Price/FCF

14.75

High:

PEP

5,797.72

Low:

JPM

10.48

Details

P/E Ratio

17.39

High:

WMT

46.84

Low:

TRIN

7.6

Details

PEG Ratio

695.02

High:

TMUS

7,638.28

Low:

AMGN

30.06

Details

Price/Book

2.72

High:

AMGN

23.46

Low:

TRIN

1.11

Details

Price/Sales

2.43

High:

AMGN

5.57

Low:

WMT

1.44

Details

Price/CF

10.06

High:

WMT

22.96

Low:

4.65

Details

Price/FCF

14.75

High:

PEP

5,797.72

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-64.25%	Nov 2019	-	77
-35.11%	Nov 2016	May 2017	6
-27.58%	Feb 2018	Oct 2019	20
-8.67%	Jun 2017	Jul 2017	1
-3.3%	Dec 2017	Jan 2018	1

Monthly Performance

Portfolio of DanieleTrader on eToro

DanieleTrader

🇳🇴 Stock and ETF Income Investor.

230 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-1.19%

This Month

+4.37%

Year To Date

+58.11%

2 Years

+12.44%

5 Years

+119.24%

10 Years

+8.61%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
49.28%
🧬 Health Technology
13.99%
📊 ETFs
11.68%
🛍️ Retail Trade
6.74%
⛏️ Energy Minerals
4.99%
📡 Communications
4.93%
🍞 Consumer Non Durables
4.85%
🧩 Miscellaneous
3.53%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
60.27%
🇺🇸 Nasdaq
29.04%
🇬🇧 LSE
10.69%

Countries Breakdown

Country
Total

🇺🇸 United States
77.62%
🇬🇧 United Kingdom
10.69%

Dividends

Dividend Yield

2.11%

11 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIN (13.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JPM	0.66%	1.95%	$4.4
VZ	0.26%	5.45%	$2.66
MRK	0.22%	2.79%	$3.04
BGEO.L	0.19%	2.63%	$0.99
CVX	0.18%	3.65%	$6.28
BAC	0.18%	2.22%	$0.96
PEP	0.17%	3.47%	$5.15
AMGN	0.16%	2.56%	$8.76
WMT	0.05%	0.77%	$0.81
TRIN	0.03%	13.69%	$2.01
TMUS	0%	1.74%	$1.95

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.2/10

Beta

1.17

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

2.71

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

0.14

0.3

0.6

Beta

1.17

0.8

1.2

Sharpe Ratio

0.31

0.5

1.5

Sortino Ratio

0.71

Jensen's Alpha

2.71

-2

4.5

Omega Ratio

1.15

1.5

2.5

Treynor Ratio

1.14

0.75

1.25

Information Ratio

0.1

0.3

0.6

Calmar Ratio

22.96

Low:

4.65

Details

Price/FCF

14.75

High:

PEP

5,797.72

Low:

JPM

10.48

Details

P/E Ratio

17.39

High:

WMT

46.84

Low:

TRIN

7.6

Details

PEG Ratio

695.02

High:

TMUS

7,638.28

Low:

AMGN

30.06

Details

Price/Book

2.72

High:

AMGN

23.46

Low:

TRIN

1.11

Details

Price/Sales

2.43

High:

AMGN

5.57

Low:

WMT

1.44

Details

Price/CF

10.06

High:

WMT

22.96

Low:

4.65

Details

Price/FCF

14.75

High:

PEP

5,797.72

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-64.25%	Nov 2019	-	77
-35.11%	Nov 2016	May 2017	6
-27.58%	Feb 2018	Oct 2019	20
-8.67%	Jun 2017	Jul 2017	1
-3.3%	Dec 2017	Jan 2018	1