Portfolio of EquityG on eToro

EquityG

🇨🇭 Stock Value Investor.

5 copiers.

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

Summary

-3.37%

This Month

-7.42%

Year To Date

+84.17%

2 Years

-12.77%

5 Years

+279.56%

10 Years

+27.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.2%
🚗 Consumer Durables
13.43%
🪨 Non Energy Minerals
13.35%
🧪 Process Industries
10.41%
💰 Finance
8.01%
⚡ Utilities
7.67%
🛍️ Retail Trade
6.93%
💼 Commercial Services
3.47%
🧬 Health Technology
3%
💻 Electronic Technology
2.44%
🛠️ Producer Manufacturing
2.22%
🪙 Cryptocurrencies
0.66%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.82%
🇺🇸 NYSE
36.73%
🇮🇹 Borsa Italiana
7.67%
🇭🇰 Hong Kong Exchanges
5.91%
🌍 Digital Currency
0.66%

Countries Breakdown

Country
Total

🇺🇸 United States
44.24%
🇨🇳 China
25.99%
🇮🇹 Italy
7.67%
🇨🇦 Canada
5.56%
🇧🇷 Brazil
5.21%
🇨🇭 Switzerland
2.9%
🇮🇱 Israel
2.22%
🇦🇺 Australia
2.05%
🇩🇪 Germany
1.62%
🇰🇾 Cayman Islands
1.58%
🇸🇬 Singapore
0.1%

Dividends

Dividend Yield

1.02%

7 out of 27 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VALE (7.93%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VALE	0.41%	7.93%	$1.33
ENEL.MI	0.39%	5.05%	$0.43
ALB	0.1%	0.99%	$1.6
BABA	0.05%	0.77%	$0.98
0700.HK	0.03%	0.89%	$3.4
FCX	0.02%	0.92%	$0.6
CCJ	0.01%	0.15%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

1.64

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

3.76

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.48

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

1.64

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

3.76

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.48

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

72.7

High:

TSLA

364.71

Low:

ALB

-28.62

Details

PEG Ratio

33.54

High:

FCX

258.51

Low:

NIO

-125.34

Details

Price/Book

7.26

High:

PLTR

47.65

Low:

FCEL

0.55

Details

Price/Sales

6.96

High:

CRSP

1,575.87

Low:

CAN

0.57

Details

Price/CF

41.14

High:

EDIT

432.15

Low:

ENEL.MI

5.88

Details

Price/FCF

121.87

High:

BABA

1,196.17

Low:

CRSP

11.68

Details

P/E Ratio

72.7

High:

TSLA

364.71

Low:

ALB

-28.62

Details

PEG Ratio

33.54

High:

FCX

258.51

Low:

NIO

-125.34

Details

Price/Book

7.26

High:

PLTR

47.65

Low:

FCEL

0.55

Details

Price/Sales

6.96

High:

CRSP

1,575.87

Low:

CAN

0.57

Details

Price/CF

41.14

High:

EDIT

432.15

Low:

ENEL.MI

5.88

Details

Price/FCF

121.87

High:

BABA

1,196.17

Low:

CRSP

11.68

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-66.36%	Jul 2021	-	57
-11.18%	Sep 2020	Nov 2020	2
-9.09%	Feb 2021	Jun 2021	4

Monthly Performance

Portfolio of EquityG on eToro

EquityG

🇨🇭 Stock Value Investor.

5 copiers.

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

Summary

-3.37%

This Month

-7.42%

Year To Date

+84.17%

2 Years

-12.77%

5 Years

+279.56%

10 Years

+27.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.2%
🚗 Consumer Durables
13.43%
🪨 Non Energy Minerals
13.35%
🧪 Process Industries
10.41%
💰 Finance
8.01%
⚡ Utilities
7.67%
🛍️ Retail Trade
6.93%
💼 Commercial Services
3.47%
🧬 Health Technology
3%
💻 Electronic Technology
2.44%
🛠️ Producer Manufacturing
2.22%
🪙 Cryptocurrencies
0.66%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
48.82%
🇺🇸 NYSE
36.73%
🇮🇹 Borsa Italiana
7.67%
🇭🇰 Hong Kong Exchanges
5.91%
🌍 Digital Currency
0.66%

Countries Breakdown

Country
Total

🇺🇸 United States
44.24%
🇨🇳 China
25.99%
🇮🇹 Italy
7.67%
🇨🇦 Canada
5.56%
🇧🇷 Brazil
5.21%
🇨🇭 Switzerland
2.9%
🇮🇱 Israel
2.22%
🇦🇺 Australia
2.05%
🇩🇪 Germany
1.62%
🇰🇾 Cayman Islands
1.58%
🇸🇬 Singapore
0.1%

Dividends

Dividend Yield

1.02%

7 out of 27 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $VALE (7.93%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VALE	0.41%	7.93%	$1.33
ENEL.MI	0.39%	5.05%	$0.43
ALB	0.1%	0.99%	$1.6
BABA	0.05%	0.77%	$0.98
0700.HK	0.03%	0.89%	$3.4
FCX	0.02%	0.92%	$0.6
CCJ	0.01%	0.15%	$0.09

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

1.64

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

3.76

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.48

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

0.39

0.3

0.6

Beta

1.64

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.39

Jensen's Alpha

3.76

-2

4.5

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.48

0.75

1.25

Information Ratio

0.37

0.3

0.6

Calmar Ratio

1,196.17

Low:

CRSP

11.68

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-66.36%	Jul 2021	-	57
-11.18%	Sep 2020	Nov 2020	2
-9.09%	Feb 2021	Jun 2021	4