Portfolio of DenisRueegger on eToro

DenisRueegger

🇨🇭 Stock Multi-Strategy 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

-0.81%

This Month

-10.46%

Year To Date

-2.12%

2 Years

-2.12%

5 Years

-2.12%

10 Years

-1.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
37.03%
💰 Finance
18.85%
🧬 Health Technology
16.11%
🖥️ Technology Services
14.29%
🏥 Health Services
8.71%
💻 Electronic Technology
4.65%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
27.61%
🇺🇸 Nasdaq
16.48%
🇩🇰 Copenhagen Stock Exchange
10.67%
🇩🇪 FRA
7.85%

Countries Breakdown

Country
Total

🇺🇸 United States
38.66%
🇩🇰 Denmark
10.67%
🇩🇪 Germany
7.85%
🇨🇦 Canada
5.44%

Dividends

Dividend Yield

1.37%

7 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NOVO-B.CO (4.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.5%	4.69%	$9.4
VNA.DE	0.36%	4.62%	$0.9
UNH	0.26%	3.04%	$7.74
GD	0.08%	1.65%	$5.48
BY	0.07%	1.32%	$0.36
MSFT	0.05%	0.86%	$3
ATLC	0.05%	0.83%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.2/10

Beta

0.66

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-10.16

-11

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

-0.38

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-10.16

-11

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

-0.38

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.09

High:

RDDT

55.34

Low:

AUPH

7.24

Details

PEG Ratio

195.32

High:

NOVO-B.CO

684.96

Low:

AUPH

0.14

Details

Price/Book

5.87

High:

RDDT

9.6

Low:

VNA.DE

0.85

Details

Price/Sales

3.4

High:

RDDT

13.57

Low:

UNH

0.59

Details

Price/CF

19.9

High:

RDDT

67.52

Low:

ATLC

2.27

Details

Price/FCF

64.49

High:

NOVO-B.CO

201.02

Low:

ATLC

2.38

Details

P/E Ratio

22.09

High:

RDDT

55.34

Low:

AUPH

7.24

Details

PEG Ratio

195.32

High:

NOVO-B.CO

684.96

Low:

AUPH

0.14

Details

Price/Book

5.87

High:

RDDT

9.6

Low:

VNA.DE

0.85

Details

Price/Sales

3.4

High:

RDDT

13.57

Low:

UNH

0.59

Details

Price/CF

19.9

High:

RDDT

67.52

Low:

ATLC

2.27

Details

Price/FCF

64.49

High:

NOVO-B.CO

201.02

Low:

ATLC

2.38

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.04%	Feb 2025	-	14
-6.24%	Dec 2024	Jan 2025	1
-5.5%	May 2024	Jul 2024	2
-3.78%	Aug 2024	Oct 2024	2

Monthly Performance

Portfolio of DenisRueegger on eToro

DenisRueegger

🇨🇭 Stock Multi-Strategy 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

-0.81%

This Month

-10.46%

Year To Date

-2.12%

2 Years

-2.12%

5 Years

-2.12%

10 Years

-1.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
37.03%
💰 Finance
18.85%
🧬 Health Technology
16.11%
🖥️ Technology Services
14.29%
🏥 Health Services
8.71%
💻 Electronic Technology
4.65%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
27.61%
🇺🇸 Nasdaq
16.48%
🇩🇰 Copenhagen Stock Exchange
10.67%
🇩🇪 FRA
7.85%

Countries Breakdown

Country
Total

🇺🇸 United States
38.66%
🇩🇰 Denmark
10.67%
🇩🇪 Germany
7.85%
🇨🇦 Canada
5.44%

Dividends

Dividend Yield

1.37%

7 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $NOVO-B.CO (4.69%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NOVO-B.CO	0.5%	4.69%	$9.4
VNA.DE	0.36%	4.62%	$0.9
UNH	0.26%	3.04%	$7.74
GD	0.08%	1.65%	$5.48
BY	0.07%	1.32%	$0.36
MSFT	0.05%	0.86%	$3
ATLC	0.05%	0.83%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.2/10

Beta

0.66

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-10.16

-11

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

-0.38

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

0.66

0.8

1.2

Sharpe Ratio

-0.15

-1

0.5

1.5

Sortino Ratio

-0.24

-1

Jensen's Alpha

-10.16

-11

4.5

Omega Ratio

0.59

1.5

2.5

Treynor Ratio

-0.38

-1

0.75

1.25

Information Ratio

-0.75

-1

0.3

0.6

Calmar Ratio

NOVO-B.CO

201.02

Low:

ATLC

2.38

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-25.04%	Feb 2025	-	14
-6.24%	Dec 2024	Jan 2025	1
-5.5%	May 2024	Jul 2024	2
-3.78%	Aug 2024	Oct 2024	2