Portfolio of Erwan

Erwan_

🇫🇷 Stock and ETF 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

+1.13%

This Month

-5.25%

Year To Date

+37.64%

2 Years

+39%

5 Years

+154.09%

10 Years

+11.84%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
48.52%
🖥️ Technology Services
13.16%
🧩 Miscellaneous
8.88%
💻 Electronic Technology
6.57%
📊 ETFs
5.54%
🛍️ Retail Trade
3.5%
🚗 Consumer Durables
2.9%
🍞 Consumer Non Durables
1.56%
🪙 Cryptocurrencies
1.36%
🧬 Health Technology
1.29%
❓ Other
0.41%
🪨 Non Energy Minerals
0.19%
📦 Distribution Services
0.11%
🚚 Transportation
0.06%
📡 Communications
0.04%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
22.75%
🇬🇧 LSE
8.32%
🇺🇸 Chicago Board Options Exchange
4.68%
🇫🇷 Euronext Paris
4.36%
🇺🇸 NYSE
3.09%
🌍 Digital Currency
1.36%
Regular Trading Hours - RTH
0.41%
🇨🇭 SIX
0.39%
🇭🇰 Hong Kong Exchanges
0.16%
🇩🇪 FRA
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
24%
🇫🇷 France
4.36%
🇨🇭 Switzerland
0.39%
🇨🇳 China
0.33%
🇮🇪 Ireland
0.24%
🇩🇪 Germany
0.06%

Dividends

Dividend Yield

0.16%

13 out of 37 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $LHA.DE (4.03%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.05%	0.92%	$3
HO.PA	0.02%	1.46%	$3.4
META	0.02%	0.35%	$1
SAF.PA	0.02%	1.07%	$2.2
LMT	0.01%	2.17%	$12.45
MC.PA	0.01%	2.6%	$13
RMS.PA	0.01%	1.01%	$25
SPY	0.01%	1.09%	-
STMN.ZU	0%	1.17%	$0.85
GOOG	0%	0.27%	$0.2
LHA.DE	0%	4.03%	$0.3
BABA	0%	0.8%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
RMS.PA	Ex-Dividend	Apr 21, 2026	$14.90
STMN.ZU	Ex-Dividend	Apr 21, 2026	$1.29
RMS.PA	Pay Day	Apr 23, 2026	$14.90
STMN.ZU	Pay Day	Apr 23, 2026	$1.29
MC.PA	Ex-Dividend	Apr 28, 2026	$8.60
MC.PA	Pay Day	Apr 30, 2026	$8.60
HO.PA	Ex-Dividend	May 18, 2026	$3.43
HO.PA	Pay Day	May 20, 2026	$3.43
MSFT	Ex-Dividend	May 21, 2026	$0.91
MSFT	Pay Day	Jun 11, 2026	$0.91

Performance Metrics

Score 5.4/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.88

Jensen's Alpha

1.64

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

1.04

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.54

0.5

1.5

Sortino Ratio

0.88

Jensen's Alpha

1.64

-2

4.5

Omega Ratio

1.05

1.5

2.5

Treynor Ratio

1.04

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

0.24

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.02

High:

TSLA

322.17

Low:

CRCL

-173.37

Details

PEG Ratio

314.03

High:

ALGN

4,796.68

Low:

HYMC

-55.2

Details

Price/Book

8.35

High:

PLTR

48.58

Low:

BYND

-2,416.67

Details

Price/Sales

7.58

High:

QBTS

197.23

Low:

HYMC

Details

Price/CF

23.36

High:

PLTR

214.31

Low:

ETL.PA

2.46

Details

Price/FCF

68.68

High:

BABA

1,196.17

Low:

ETL.PA

3.94

Details