Portfolio of Estalrich on eToro

Estalrich

🇪🇸 Stock Income 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

+5.47%

This Month

+5.47%

Year To Date

+40.86%

2 Years

+22.09%

5 Years

+12.58%

10 Years

+2.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.44%
🏭 Industrial Services
24.65%
📡 Communications
16.2%
🚚 Transportation
10.97%
📊 ETFs
7.76%
🍞 Consumer Non Durables
4.05%
🪙 Cryptocurrencies
3.78%
🖥️ Technology Services
2.09%
💇‍♀️ Consumer Services
0.94%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
72.79%
🇺🇸 Nasdaq
11.8%
🇳🇴 Oslo Stock Exchange
10.58%
🌍 Digital Currency
3.78%
🇭🇰 Hong Kong Exchanges
0.93%

Countries Breakdown

Country
Total

🇺🇸 United States
76.83%
🇸🇬 Singapore
10.58%
🇨🇳 China
0.93%

Dividends

Dividend Yield

6.62%

14 out of 20 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BDN (16.67%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ARCC	1.03%	9.51%	$1.62
NLY	1.03%	11.55%	$2.6
ET	1%	7.26%	$1.25
BWLPG.OL	0.98%	9.23%	$37.72
BDN	0.48%	16.67%	$0.6
T	0.47%	4.66%	$1.11
VZ	0.43%	6.94%	$2.66
KMI	0.42%	3.88%	$1.14
HTGC	0.27%	8.63%	$1.6
MO	0.27%	6.6%	$3.92
O	0.2%	5.37%	$3.09
IBM	0.02%	2.11%	$6.65
UPS	0.02%	6.32%	$6.5
0700.HK	0.01%	0.72%	$3.4

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.98

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.06

Jensen's Alpha

-9.68

-10

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.06

Jensen's Alpha

-9.68

-10

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

11.71

High:

WBD

149.15

Low:

03690.HK

-260.12

Details

PEG Ratio

289.36

High:

3,078.06

Low:

BDN

-6.38

Details

Price/Book

High:

IBM

9.85

Low:

-40.06

Details

Price/Sales

1.65

High:

9.79

Low:

BWLPG.OL

0.57

Details

Price/CF

6.4

High:

03690.HK

64.39

Low:

BWLPG.OL

3.34

Details

Price/FCF

26.06

High:

03690.HK

387.81

Low:

WBD

11.71

Details

P/E Ratio

11.71

High:

WBD

149.15

Low:

03690.HK

-260.12

Details

PEG Ratio

289.36

High:

3,078.06

Low:

BDN

-6.38

Details

Price/Book

High:

IBM

9.85

Low:

-40.06

Details

Price/Sales

1.65

High:

9.79

Low:

BWLPG.OL

0.57

Details

Price/CF

6.4

High:

03690.HK

64.39

Low:

BWLPG.OL

3.34

Details

Price/FCF

26.06

High:

03690.HK

387.81

Low:

WBD

11.71

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-45.97%	Sep 2021	-	53
-13.53%	Oct 2020	May 2021	7
-9.12%	Jun 2021	Aug 2021	2

Monthly Performance

Portfolio of Estalrich on eToro

Estalrich

🇪🇸 Stock Income 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

+5.47%

This Month

+5.47%

Year To Date

+40.86%

2 Years

+22.09%

5 Years

+12.58%

10 Years

+2.25%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.44%
🏭 Industrial Services
24.65%
📡 Communications
16.2%
🚚 Transportation
10.97%
📊 ETFs
7.76%
🍞 Consumer Non Durables
4.05%
🪙 Cryptocurrencies
3.78%
🖥️ Technology Services
2.09%
💇‍♀️ Consumer Services
0.94%
💵 Cash
0.12%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
72.79%
🇺🇸 Nasdaq
11.8%
🇳🇴 Oslo Stock Exchange
10.58%
🌍 Digital Currency
3.78%
🇭🇰 Hong Kong Exchanges
0.93%

Countries Breakdown

Country
Total

🇺🇸 United States
76.83%
🇸🇬 Singapore
10.58%
🇨🇳 China
0.93%

Dividends

Dividend Yield

6.62%

14 out of 20 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $BDN (16.67%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ARCC	1.03%	9.51%	$1.62
NLY	1.03%	11.55%	$2.6
ET	1%	7.26%	$1.25
BWLPG.OL	0.98%	9.23%	$37.72
BDN	0.48%	16.67%	$0.6
T	0.47%	4.66%	$1.11
VZ	0.43%	6.94%	$2.66
KMI	0.42%	3.88%	$1.14
HTGC	0.27%	8.63%	$1.6
MO	0.27%	6.6%	$3.92
O	0.2%	5.37%	$3.09
IBM	0.02%	2.11%	$6.65
UPS	0.02%	6.32%	$6.5
0700.HK	0.01%	0.72%	$3.4

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.98

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.06

Jensen's Alpha

-9.68

-10

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Beta

0.98

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.06

Jensen's Alpha

-9.68

-10

4.5

Omega Ratio

0.62

1.5

2.5

Treynor Ratio

0.08

0.75

1.25

Information Ratio

-0.57

-1

0.3

0.6

Calmar Ratio

0.03

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

11.71

High:

WBD

149.15

Low:

03690.HK

-260.12

Details

PEG Ratio

289.36

High:

3,078.06

Low:

BDN

-6.38

Details

Price/Book

High:

IBM

9.85

Low:

-40.06

Details

Price/Sales

1.65

High:

9.79

Low:

BWLPG.OL

0.57

Details

Price/CF

6.4

High:

03690.HK

64.39

Low:

BWLPG.OL

3.34

Details

Price/FCF

26.06

High:

03690.HK

387.81

Low:

WBD

11.71

Details

P/E Ratio

11.71

High:

WBD

149.15

Low:

03690.HK

-260.12

Details

PEG Ratio

289.36

High:

3,078.06

Low:

BDN

-6.38

Details

Price/Book

High:

IBM

9.85

Low:

-40.06

Details

Price/Sales

1.65

High:

9.79

Low:

BWLPG.OL

0.57

Details

Price/CF

6.4

High:

03690.HK

64.39

Low:

BWLPG.OL

3.34

Details

Price/FCF

26.06

High:

03690.HK

387.81

Low:

WBD

11.71

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-45.97%	Sep 2021	-	53
-13.53%	Oct 2020	May 2021	7
-9.12%	Jun 2021	Aug 2021	2