Portfolio of Erwan

Erwan_

🇫🇷 ETF and Stock Multi-Strategy Investor.

1 copier.

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Summary

+0.91%

This Month

+18.37%

Year To Date

+53.94%

2 Years

+68.71%

5 Years

+167.98%

10 Years

+13.11%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
39.51%
📊 ETFs
29.66%
🖥️ Technology Services
9.99%
💻 Electronic Technology
6.88%
🚗 Consumer Durables
4.9%
🛍️ Retail Trade
3.79%
🪙 Cryptocurrencies
1.7%
🧬 Health Technology
1.46%
🍞 Consumer Non Durables
1.37%
📦 Distribution Services
0.1%
🚚 Transportation
0.06%
📡 Communications
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
20.98%
🇬🇧 LSE
18.11%
🇺🇸 NYSE
9.09%
🇺🇸 Chicago Board Options Exchange
5.02%
🇫🇷 Euronext Paris
4.35%
🌍 Digital Currency
1.7%
🇨🇭 SIX
0.44%
🇭🇰 Hong Kong Exchanges
0.21%
🇩🇪 FRA
0.06%

Countries Breakdown

Country
Total

🇺🇸 United States
22.94%
🇫🇷 France
4.35%
🇨🇳 China
0.54%
🇨🇭 Switzerland
0.44%
🇮🇪 Ireland
0.27%
🇩🇪 Germany
0.06%

Dividends

Dividend Yield

0.13%

14 out of 38 instruments pay dividend.

3 dividend payments in the next 30 days.

Highest Dividend: $LHA.DE (3.67%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LMT	0.03%	2.95%	$12.45
META	0.02%	0.31%	$1
HO.PA	0.02%	1.69%	$3.4
MC.PA	0.01%	2.07%	$13
SAF.PA	0.01%	0.99%	$2.2
MSFT	0.01%	0.72%	$3
AM.PA	0.01%	1.75%	$3.37
RMS.PA	0.01%	1.2%	$25
STMN.ZU	0%	1.04%	$0.85
GOOG	0%	0.26%	$0.2
AAPL	0%	0.37%	$0.97
LHA.DE	0%	3.67%	$0.3
BABA	0%	0.65%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
MSFT	Pay Day	Dec 11, 2025	$0.91
INDA	Pay Day	Dec 20, 2025	$0.00
LMT	Pay Day	Dec 30, 2025	$3.45

Performance Metrics

Score 5.6/10

Beta

0.93

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

1.96

-2

4.5

Omega Ratio

1.07

1.5

2.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Beta

0.93

0.8

1.2

Sharpe Ratio

0.56

0.5

1.5

Sortino Ratio

0.91

Jensen's Alpha

1.96

-2

4.5

Omega Ratio

1.07

1.5

2.5

Treynor Ratio

1.09

0.75

1.25

Information Ratio

0.08

0.3

0.6

Calmar Ratio

0.25

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

39.05

High:

TSLA

304.02

Low:

NANO.PA

-24.8

Details

PEG Ratio

620.84

High:

RMS.PA

9,305.53

Low:

NANO.PA

-44.14

Details

Price/Book

10.75

High:

AAPL

55.86

Low:

NANO.PA

-12.78

Details

Price/Sales

8.16

High:

QBTS

382.68

Low:

LHA.DE

0.25

Details

Price/CF

25.16

High:

TSLA

99.57

Low:

LHA.DE

2.14

Details

Price/FCF

70.9

High:

TSLA

229.45

Low:

ETL.PA

3.94

Details