Portfolio of DynamicPortfolio on eToro

DynamicPortfolio

🇫🇷 Stock and ETF Momentum Investor.

14 copiers.

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

Summary

+3.83%

This Month

+3.83%

Year To Date

-10.77%

2 Years

-10.77%

5 Years

-10.77%

10 Years

-8.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
66.68%
📊 ETFs
12.81%
💻 Electronic Technology
5.1%
💰 Finance
3.9%
🛠️ Producer Manufacturing
3.37%
📡 Communications
2.79%
🛍️ Retail Trade
2.66%
🧬 Health Technology
2.57%
🖥️ Technology Services
2.25%
🏥 Health Services
1.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
23.17%
🇺🇸 Nasdaq
13.43%

Countries Breakdown

Country
Total

🇺🇸 United States
23.8%

Dividends

Dividend Yield

0.19%

14 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $JNJ (2.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.03%	2.36%	$4.81
C	0.03%	2.08%	$2.12
GS	0.02%	1.69%	$11
WMT	0.02%	0.8%	$0.81
STEP	0.02%	1.42%	$0.84
RTX	0.02%	1.36%	$2.44
TDS	0.01%	0.36%	$0.6
AMAT	0.01%	0.57%	$1.44
KLAC	0.01%	0.49%	$5.65
LRCX	0.01%	0.45%	$8
LLY	0.01%	0.59%	$4.86
HCA	0.01%	0.61%	$2.52
GOOG	0%	0.25%	$0.2
MU	0%	0.12%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 1.6/10

Beta

2.21

0.8

1.2

Sharpe Ratio

-0.14

-1

0.5

1.5

Sortino Ratio

-0.25

-1

Jensen's Alpha

-30.52

-31

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Beta

2.21

0.8

1.2

Sharpe Ratio

-0.14

-1

0.5

1.5

Sortino Ratio

-0.25

-1

Jensen's Alpha

-30.52

-31

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

High:

APP

66.09

Low:

TDS

-40.86

Details

PEG Ratio

632.41

High:

AMAT

7,769.65

Low:

TDS

-51.14

Details

Price/Book

8.43

High:

APP

120.45

Low:

STEP

-24.77

Details

Price/Sales

3.93

High:

APP

32.39

Low:

1.21

Details

Price/CF

17.46

High:

APP

72.95

Low:

4.22

Details

Price/FCF

41.42

High:

LLY

168.7

Low:

4.8

Details

P/E Ratio

High:

APP

66.09

Low:

TDS

-40.86

Details

PEG Ratio

632.41

High:

AMAT

7,769.65

Low:

TDS

-51.14

Details

Price/Book

8.43

High:

APP

120.45

Low:

STEP

-24.77

Details

Price/Sales

3.93

High:

APP

32.39

Low:

1.21

Details

Price/CF

17.46

High:

APP

72.95

Low:

4.22

Details

Price/FCF

41.42

High:

LLY

168.7

Low:

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-26.71%	Feb 2025	-	12
-22.36%	Apr 2024	Nov 2024	7
-8.07%	Dec 2024	Jan 2025	1

Monthly Performance

Portfolio of DynamicPortfolio on eToro

DynamicPortfolio

🇫🇷 Stock and ETF Momentum Investor.

14 copiers.

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

Summary

+3.83%

This Month

+3.83%

Year To Date

-10.77%

2 Years

-10.77%

5 Years

-10.77%

10 Years

-8.19%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
66.68%
📊 ETFs
12.81%
💻 Electronic Technology
5.1%
💰 Finance
3.9%
🛠️ Producer Manufacturing
3.37%
📡 Communications
2.79%
🛍️ Retail Trade
2.66%
🧬 Health Technology
2.57%
🖥️ Technology Services
2.25%
🏥 Health Services
1.16%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
23.17%
🇺🇸 Nasdaq
13.43%

Countries Breakdown

Country
Total

🇺🇸 United States
23.8%

Dividends

Dividend Yield

0.19%

14 out of 16 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $JNJ (2.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.03%	2.36%	$4.81
C	0.03%	2.08%	$2.12
GS	0.02%	1.69%	$11
WMT	0.02%	0.8%	$0.81
STEP	0.02%	1.42%	$0.84
RTX	0.02%	1.36%	$2.44
TDS	0.01%	0.36%	$0.6
AMAT	0.01%	0.57%	$1.44
KLAC	0.01%	0.49%	$5.65
LRCX	0.01%	0.45%	$8
LLY	0.01%	0.59%	$4.86
HCA	0.01%	0.61%	$2.52
GOOG	0%	0.25%	$0.2
MU	0%	0.12%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 1.6/10

Beta

2.21

0.8

1.2

Sharpe Ratio

-0.14

-1

0.5

1.5

Sortino Ratio

-0.25

-1

Jensen's Alpha

-30.52

-31

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Beta

2.21

0.8

1.2

Sharpe Ratio

-0.14

-1

0.5

1.5

Sortino Ratio

-0.25

-1

Jensen's Alpha

-30.52

-31

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.21

-1

0.75

1.25

Information Ratio

-0.54

-1

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

High:

APP

66.09

Low:

TDS

-40.86

Details

PEG Ratio

632.41

High:

AMAT

7,769.65

Low:

TDS

-51.14

Details

Price/Book

8.43

High:

APP

120.45

Low:

STEP

-24.77

Details

Price/Sales

3.93

High:

APP

32.39

Low:

1.21

Details

Price/CF

17.46

High:

APP

72.95

Low:

4.22

Details

Price/FCF

41.42

High:

LLY

168.7

Low:

4.8

Details

P/E Ratio

High:

APP

66.09

Low:

TDS

-40.86

Details

PEG Ratio

632.41

High:

AMAT

7,769.65

Low:

TDS

-51.14

Details

Price/Book

8.43

High:

APP

120.45

Low:

STEP

-24.77

Details

Price/Sales

3.93

High:

APP

32.39

Low:

1.21

Details

Price/CF

17.46

High:

APP

72.95

Low:

4.22

Details

Price/FCF

41.42

High:

LLY

168.7

Low:

4.8

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-26.71%	Feb 2025	-	12
-22.36%	Apr 2024	Nov 2024	7
-8.07%	Dec 2024	Jan 2025	1