Portfolio of Erzulu on eToro

Erzulu

🇨🇴 Stock Value 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

-2.47%

This Month

-2.47%

Year To Date

+58.59%

2 Years

+23.83%

5 Years

+23.83%

10 Years

+5.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
51.11%
💼 Commercial Services
14.02%
💰 Finance
11.26%
🏥 Health Services
7.77%
📊 ETFs
6.14%
💇‍♀️ Consumer Services
5.5%
🛍️ Retail Trade
4.01%
💵 Cash
0.23%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
63.08%
🇺🇸 NYSE
27.85%
🇩🇪 FRA
8.88%

Countries Breakdown

Country
Total

🇺🇸 United States
84.8%
🇩🇪 Germany
8.88%

Dividends

Dividend Yield

0.95%

8 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WEN (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WEN	0.34%	8.2%	$1
UNH	0.2%	2.6%	$7.74
NA9.DE	0.14%	1.58%	-
GOOG	0.11%	0.26%	$0.2
MA	0.07%	0.59%	$2.46
TRU	0.05%	0.56%	$0.42
SBUX	0.04%	2.64%	$2.24
PYPL	0.01%	0.25%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.7/10

Beta

0.6

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.26

Jensen's Alpha

-0.88

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

0.6

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.26

Jensen's Alpha

-0.88

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.45

High:

SBUX

57.48

Low:

WEN

8.66

Details

PEG Ratio

362.23

High:

WEN

5,463.72

Low:

TRU

44.37

Details

Price/Book

9.71

High:

60.55

Low:

SBUX

-13.15

Details

Price/Sales

7.94

High:

15.28

Low:

UNH

0.71

Details

Price/CF

19.62

High:

29.77

Low:

WEN

5.12

Details

Price/FCF

47.86

High:

SBUX

1,256.06

Low:

NA9.DE

10.66

Details

P/E Ratio

31.45

High:

SBUX

57.48

Low:

WEN

8.66

Details

PEG Ratio

362.23

High:

WEN

5,463.72

Low:

TRU

44.37

Details

Price/Book

9.71

High:

60.55

Low:

SBUX

-13.15

Details

Price/Sales

7.94

High:

15.28

Low:

UNH

0.71

Details

Price/CF

19.62

High:

29.77

Low:

WEN

5.12

Details

Price/FCF

47.86

High:

SBUX

1,256.06

Low:

NA9.DE

10.66

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-43.91%	Apr 2022	Nov 2025	43
-15.66%	Oct 2021	Mar 2022	5
-2.75%	Jul 2021	Aug 2021	1
-2.72%	Dec 2025	-	2

Monthly Performance

Portfolio of Erzulu on eToro

Erzulu

🇨🇴 Stock Value 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

-2.47%

This Month

-2.47%

Year To Date

+58.59%

2 Years

+23.83%

5 Years

+23.83%

10 Years

+5.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
51.11%
💼 Commercial Services
14.02%
💰 Finance
11.26%
🏥 Health Services
7.77%
📊 ETFs
6.14%
💇‍♀️ Consumer Services
5.5%
🛍️ Retail Trade
4.01%
💵 Cash
0.23%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
63.08%
🇺🇸 NYSE
27.85%
🇩🇪 FRA
8.88%

Countries Breakdown

Country
Total

🇺🇸 United States
84.8%
🇩🇪 Germany
8.88%

Dividends

Dividend Yield

0.95%

8 out of 11 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $WEN (8.2%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WEN	0.34%	8.2%	$1
UNH	0.2%	2.6%	$7.74
NA9.DE	0.14%	1.58%	-
GOOG	0.11%	0.26%	$0.2
MA	0.07%	0.59%	$2.46
TRU	0.05%	0.56%	$0.42
SBUX	0.04%	2.64%	$2.24
PYPL	0.01%	0.25%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.7/10

Beta

0.6

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.26

Jensen's Alpha

-0.88

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

0.6

0.8

1.2

Sharpe Ratio

0.2

0.5

1.5

Sortino Ratio

0.26

Jensen's Alpha

-0.88

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

0.62

0.75

1.25

Information Ratio

-0.21

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

31.45

High:

SBUX

57.48

Low:

WEN

8.66

Details

PEG Ratio

362.23

High:

WEN

5,463.72

Low:

TRU

44.37

Details

Price/Book

9.71

High:

60.55

Low:

SBUX

-13.15

Details

Price/Sales

7.94

High:

15.28

Low:

UNH

0.71

Details

Price/CF

19.62

High:

29.77

Low:

WEN

5.12

Details

Price/FCF

47.86

High:

SBUX

1,256.06

Low:

NA9.DE

10.66

Details

P/E Ratio

31.45

High:

SBUX

57.48

Low:

WEN

8.66

Details

PEG Ratio

362.23

High:

WEN

5,463.72

Low:

TRU

44.37

Details

Price/Book

9.71

High:

60.55

Low:

SBUX

-13.15

Details

Price/Sales

7.94

High:

15.28

Low:

UNH

0.71

Details

Price/CF

19.62

High:

29.77

Low:

WEN

5.12

Details

Price/FCF

47.86

High:

SBUX

1,256.06

Low:

NA9.DE

10.66

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-43.91%	Apr 2022	Nov 2025	43
-15.66%	Oct 2021	Mar 2022	5
-2.75%	Jul 2021	Aug 2021	1
-2.72%	Dec 2025	-	2