Portfolio of EstherEmilia on eToro

EstherEmilia

🇵🇪 Stock and ETF Income Investor.

32 copiers.

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

Summary

+0.17%

This Month

+20.68%

Year To Date

+55.24%

2 Years

+51.35%

5 Years

+51.35%

10 Years

+10.68%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.63%
🪨 Non Energy Minerals
11.13%
📊 ETFs
10.99%
⚡ Utilities
7.74%
⛏️ Energy Minerals
7.55%
📡 Communications
6.87%
🍞 Consumer Non Durables
6.35%
💻 Electronic Technology
5.68%
🛍️ Retail Trade
4.94%
🖥️ Technology Services
3.88%
🧬 Health Technology
3.84%
🚚 Transportation
3.25%
💇‍♀️ Consumer Services
3%
🚗 Consumer Durables
1.8%
📦 Distribution Services
1.41%
🧩 Miscellaneous
0.86%
🧪 Process Industries
0.8%
🛠️ Producer Manufacturing
0.71%
🏥 Health Services
0.61%
💼 Commercial Services
0.47%
🏭 Industrial Services
0.42%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.6%
🇺🇸 Nasdaq
15.11%
🇬🇧 LSE
3.38%
🇭🇰 Hong Kong Exchanges
1.81%
🇫🇷 Euronext Paris
1.67%
🇩🇪 FRA
1.62%
🇧🇪 Euronext Brussels
1.07%
🇮🇹 Borsa Italiana
0.9%
🇨🇭 SIX
0.77%

Countries Breakdown

Country
Total

🇺🇸 United States
56.51%
🇬🇧 United Kingdom
5.82%
🇧🇷 Brazil
5.78%
🇨🇦 Canada
4.39%
🇨🇳 China
3.17%
🇫🇷 France
1.67%
🇩🇪 Germany
1.62%
🇦🇺 Australia
1.55%
🇮🇱 Israel
1.52%
🇯🇵 Japan
1.34%
🇧🇪 Belgium
1.07%
🇪🇸 Spain
1.05%
🇮🇪 Ireland
1.03%
🇮🇹 Italy
0.9%
🇨🇭 Switzerland
0.77%
🇨🇱 Chile
0.76%

Dividends

Dividend Yield

4.3%

105 out of 117 instruments pay dividend.

20 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.76%	50.41%	$0.23
AGNC	0.27%	14.41%	$1.44
PBR	0.27%	15.85%	$1.73
NLY	0.22%	13.22%	$2.6
GNL	0.19%	11%	$1.38
ABR	0.17%	12.54%	$1.72
VALE	0.14%	6.55%	$1.33
CIG	0.1%	11.07%	$0.15
RIO	0.08%	5.45%	$4.34
PFE	0.07%	7.02%	$1.66
O	0.06%	5.35%	$3.09
BHP	0.06%	3.9%	$3.01
PROX.BR	0.06%	5.53%	$0.84
VZ	0.06%	6.71%	$2.66
BT.L	0.06%	4.43%	$0.08
ENEL.MI	0.05%	5.51%	$0.43
TTE.PA	0.05%	6.35%	$3.06
T	0.05%	4.21%	$1.11
TEF	0.05%	4.64%	$0.24
AQN	0.05%	4.49%	$0.43
BP.L	0.05%	5.98%	$0.23
OHI	0.04%	6.53%	$2.68
UPS.RTH	0.04%	7.58%	$6.5
0386.HK	0.04%	6.16%	$0.37
C	0.04%	2.39%	$2.12
AES	0.04%	4.83%	$0.68
QFIN	0.03%	5.71%	$1.06
MAIN	0.03%	5.18%	$2.85
CWEN	0.03%	5.49%	$1.6
UGI	0.03%	4.63%	$1.5
GGB	0.03%	3%	$0.22
PSN.L	0.03%	5.1%	$0.6
ENR	0.03%	4.82%	$1.2
DVN	0.03%	2.96%	$2.05
NESN.ZU	0.03%	3.6%	$3
KMB	0.03%	4.12%	$4.8
MRK	0.03%	3.82%	$3.04
CTRA	0.03%	3.82%	$0.82
B	0.03%	1.38%	$0.4
ULVR.L	0.03%	3.26%	$1.47
TGT.RTH	0.03%	4.98%	$4.42
CMCSA.RTH	0.02%	4.4%	$1.2
SSSS	0.02%	2.78%	$7.25
IPG	0.02%	5%	$1.28
VICI	0.02%	5.66%	$1.66
NXST	0.02%	3.82%	$6.08
HMC	0.02%	4.06%	$0.65
COP	0.02%	3.61%	$3.25
CVX	0.02%	4.42%	$6.28
CVS	0.02%	3.22%	$2.54
BAC	0.02%	2.07%	$0.96
PM.RTH	0.02%	3.49%	$5.2
KO	0.02%	2.98%	$1.89
CLX	0.02%	4.11%	$4.8
SBUX.RTH	0.02%	2.87%	$2.24
JNJ	0.02%	2.66%	$4.81
MDT.US	0.02%	2.94%	$2.77
XOM	0.02%	3.53%	$3.76
PLD	0.02%	3.22%	$3.66
PAAS	0.02%	1.12%	$0.4
SHEL	0.02%	3.91%	$2.7
ABBV	0.02%	2.86%	$6.06
NEE	0.02%	2.62%	$1.97
LEG	0.02%	2.25%	$1.43
IBM	0.01%	2.38%	$6.65
UNH	0.01%	2.42%	$7.74
NKE	0.01%	2.37%	$1.45
MCD	0.01%	2.3%	$6.53
SCCO	0.01%	2.19%	$3.76
LUV	0.01%	2.15%	$0.72
HD	0.01%	2.33%	$8.52
UNP	0.01%	2.39%	$5.2
PPL	0.01%	2.87%	$1
GS	0.01%	1.86%	$11
AMGN	0.01%	3.14%	$8.76
AWK	0.01%	2.21%	$2.89
DLR	0.01%	2.83%	$4.88
LOW	0.01%	1.92%	$4.45
ACN.RTH	0.01%	2.55%	$4.99
JPM	0.01%	1.87%	$4.4
NEM	0.01%	1.1%	$1.3
CAH	0.01%	1.3%	$2.01
APD	0.01%	2.82%	$7.04
SAP.DE	0.01%	1.02%	$2.2
CCU	0.01%	1.19%	$0.23
VST	0.01%	0.45%	$0.85
GD	0.01%	1.79%	$5.48
CAT	0.01%	1.11%	$5.31
TRV	0.01%	1.66%	$4.05
EBAY	0.01%	1.24%	$1.04
ORCL	0.01%	0.65%	$1.6
ADS.DE	0.01%	1.04%	$0.7
WM	0.01%	1.5%	$2.9
WMT	0.01%	0.87%	$0.81
LIN	0.01%	1.31%	$5.33
DIS	0.01%	0.9%	$0.75
AXP	0.01%	0.91%	$2.6
MSFT	0.01%	0.66%	$3
BABA	0%	0.62%	$0.98
INTC	0%	0.34%	$0.5
V	0%	0.69%	$2.01
COST	0%	0.54%	$19.22
AAPL	0%	0.4%	$0.97
SONY	0%	0.34%	$0.49
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CMCSA.RTH	Pay Day	Oct 22, 2025	$0.33
LOW	Ex-Dividend	Oct 22, 2025	$1.20
CLX	Ex-Dividend	Oct 22, 2025	$1.24
ORCL	Pay Day	Oct 23, 2025	$0.50
CVS	Ex-Dividend	Oct 23, 2025	$0.66
JPM	Pay Day	Oct 31, 2025	$1.50
AGNC	Ex-Dividend	Oct 31, 2025	$0.12
COST	Ex-Dividend	Oct 31, 2025	$1.30
AES	Ex-Dividend	Oct 31, 2025	$0.18
O	Ex-Dividend	Oct 31, 2025	$0.27
NLY	Pay Day	Oct 31, 2025	$0.70
T	Pay Day	Nov 3, 2025	$0.28
VZ	Pay Day	Nov 3, 2025	$0.69
C	Ex-Dividend	Nov 3, 2025	$0.60
CVS	Pay Day	Nov 3, 2025	$0.66
LOW	Pay Day	Nov 5, 2025	$1.20
CLX	Pay Day	Nov 6, 2025	$1.24
PFE	Ex-Dividend	Nov 7, 2025	$0.43
PSN.L	Pay Day	Nov 7, 2025	$0.27
MAIN	Ex-Dividend	Nov 7, 2025	$0.26
AXP	Pay Day	Nov 10, 2025	$0.82
APD	Pay Day	Nov 10, 2025	$1.79
AGNC	Pay Day	Nov 12, 2025	$0.12
TGT.RTH	Ex-Dividend	Nov 12, 2025	$1.14
SBUX.RTH	Ex-Dividend	Nov 14, 2025	$0.62
ACN.RTH	Pay Day	Nov 14, 2025	$1.63
ABBV	Pay Day	Nov 14, 2025	$1.64
COST	Pay Day	Nov 14, 2025	$1.30
GD	Pay Day	Nov 14, 2025	$1.50
AES	Pay Day	Nov 14, 2025	$0.18
O	Pay Day	Nov 14, 2025	$0.27
MAIN	Pay Day	Nov 14, 2025	$0.26
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
CAT	Pay Day	Nov 20, 2025	$1.51
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
C	Pay Day	Nov 26, 2025	$0.60
SBUX.RTH	Pay Day	Nov 28, 2025	$0.62
PFE	Pay Day	Dec 1, 2025	$0.43
TGT.RTH	Pay Day	Dec 1, 2025	$1.14
GS	Ex-Dividend	Dec 2, 2025	$4.00
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
WMT	Ex-Dividend	Dec 12, 2025	$0.24
GS	Pay Day	Dec 30, 2025	$4.00
TTE.PA	Ex-Dividend	Dec 31, 2025	$1.00
WMT	Pay Day	Jan 5, 2026	$0.24
TTE.PA	Pay Day	Jan 5, 2026	$1.00

Performance Metrics

Score 4.6/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

0.08

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.71

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

0.08

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.71

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

31.8

High:

BP.L

158.1

Low:

-12.89

Details

PEG Ratio

476.92

High:

AAPL

26,070.7

Low:

GNL

-21.46

Details

Price/Book

6.23

High:

AAPL

56.94

Low:

ABBV

-2,215.93

Details

Price/Sales

3.79

High:

NVDA

27.21

Low:

2007.HK

0.06

Details

Price/CF

17.87

High:

PSN.L

391.34

Low:

ZIM

0.56

Details

Price/FCF

40.6

High:

NEE

2,356.18

Low:

ZIM

0.87

Details

Worst Drawdowns

Depth	Start	End	Total months
-18.99%	Jan 2022	Jul 2023	18
-13.55%	Aug 2023	Dec 2023	4
-6.52%	Oct 2024	Jun 2025	8
-4.52%	Sep 2021	Oct 2021	1
-3.59%	Apr 2024	May 2024	1
-1.43%	Nov 2021	Dec 2021	1
-0.87%	Jan 2024	Feb 2024	1
-0.66%	Jun 2024	Jul 2024	1
-0.37%	Aug 2024	Sep 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
17.63%
🪨 Non Energy Minerals
11.13%
📊 ETFs
10.99%
⚡ Utilities
7.74%
⛏️ Energy Minerals
7.55%
📡 Communications
6.87%
🍞 Consumer Non Durables
6.35%
💻 Electronic Technology
5.68%
🛍️ Retail Trade
4.94%
🖥️ Technology Services
3.88%
🧬 Health Technology
3.84%
🚚 Transportation
3.25%
💇‍♀️ Consumer Services
3%
🚗 Consumer Durables
1.8%
📦 Distribution Services
1.41%
🧩 Miscellaneous
0.86%
🧪 Process Industries
0.8%
🛠️ Producer Manufacturing
0.71%
🏥 Health Services
0.61%
💼 Commercial Services
0.47%
🏭 Industrial Services
0.42%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
73.6%
🇺🇸 Nasdaq
15.11%
🇬🇧 LSE
3.38%
🇭🇰 Hong Kong Exchanges
1.81%
🇫🇷 Euronext Paris
1.67%
🇩🇪 FRA
1.62%
🇧🇪 Euronext Brussels
1.07%
🇮🇹 Borsa Italiana
0.9%
🇨🇭 SIX
0.77%

Countries Breakdown

Country
Total

🇺🇸 United States
56.51%
🇬🇧 United Kingdom
5.82%
🇧🇷 Brazil
5.78%
🇨🇦 Canada
4.39%
🇨🇳 China
3.17%
🇫🇷 France
1.67%
🇩🇪 Germany
1.62%
🇦🇺 Australia
1.55%
🇮🇱 Israel
1.52%
🇯🇵 Japan
1.34%
🇧🇪 Belgium
1.07%
🇪🇸 Spain
1.05%
🇮🇪 Ireland
1.03%
🇮🇹 Italy
0.9%
🇨🇭 Switzerland
0.77%
🇨🇱 Chile
0.76%

Dividends

Dividend Yield

4.3%

105 out of 117 instruments pay dividend.

20 dividend payments in the next 30 days.

Highest Dividend: $ZIM (50.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
ZIM	0.76%	50.41%	$0.23
AGNC	0.27%	14.41%	$1.44
PBR	0.27%	15.85%	$1.73
NLY	0.22%	13.22%	$2.6
GNL	0.19%	11%	$1.38
ABR	0.17%	12.54%	$1.72
VALE	0.14%	6.55%	$1.33
CIG	0.1%	11.07%	$0.15
RIO	0.08%	5.45%	$4.34
PFE	0.07%	7.02%	$1.66
O	0.06%	5.35%	$3.09
BHP	0.06%	3.9%	$3.01
PROX.BR	0.06%	5.53%	$0.84
VZ	0.06%	6.71%	$2.66
BT.L	0.06%	4.43%	$0.08
ENEL.MI	0.05%	5.51%	$0.43
TTE.PA	0.05%	6.35%	$3.06
T	0.05%	4.21%	$1.11
TEF	0.05%	4.64%	$0.24
AQN	0.05%	4.49%	$0.43
BP.L	0.05%	5.98%	$0.23
OHI	0.04%	6.53%	$2.68
UPS.RTH	0.04%	7.58%	$6.5
0386.HK	0.04%	6.16%	$0.37
C	0.04%	2.39%	$2.12
AES	0.04%	4.83%	$0.68
QFIN	0.03%	5.71%	$1.06
MAIN	0.03%	5.18%	$2.85
CWEN	0.03%	5.49%	$1.6
UGI	0.03%	4.63%	$1.5
GGB	0.03%	3%	$0.22
PSN.L	0.03%	5.1%	$0.6
ENR	0.03%	4.82%	$1.2
DVN	0.03%	2.96%	$2.05
NESN.ZU	0.03%	3.6%	$3
KMB	0.03%	4.12%	$4.8
MRK	0.03%	3.82%	$3.04
CTRA	0.03%	3.82%	$0.82
B	0.03%	1.38%	$0.4
ULVR.L	0.03%	3.26%	$1.47
TGT.RTH	0.03%	4.98%	$4.42
CMCSA.RTH	0.02%	4.4%	$1.2
SSSS	0.02%	2.78%	$7.25
IPG	0.02%	5%	$1.28
VICI	0.02%	5.66%	$1.66
NXST	0.02%	3.82%	$6.08
HMC	0.02%	4.06%	$0.65
COP	0.02%	3.61%	$3.25
CVX	0.02%	4.42%	$6.28
CVS	0.02%	3.22%	$2.54
BAC	0.02%	2.07%	$0.96
PM.RTH	0.02%	3.49%	$5.2
KO	0.02%	2.98%	$1.89
CLX	0.02%	4.11%	$4.8
SBUX.RTH	0.02%	2.87%	$2.24
JNJ	0.02%	2.66%	$4.81
MDT.US	0.02%	2.94%	$2.77
XOM	0.02%	3.53%	$3.76
PLD	0.02%	3.22%	$3.66
PAAS	0.02%	1.12%	$0.4
SHEL	0.02%	3.91%	$2.7
ABBV	0.02%	2.86%	$6.06
NEE	0.02%	2.62%	$1.97
LEG	0.02%	2.25%	$1.43
IBM	0.01%	2.38%	$6.65
UNH	0.01%	2.42%	$7.74
NKE	0.01%	2.37%	$1.45
MCD	0.01%	2.3%	$6.53
SCCO	0.01%	2.19%	$3.76
LUV	0.01%	2.15%	$0.72
HD	0.01%	2.33%	$8.52
UNP	0.01%	2.39%	$5.2
PPL	0.01%	2.87%	$1
GS	0.01%	1.86%	$11
AMGN	0.01%	3.14%	$8.76
AWK	0.01%	2.21%	$2.89
DLR	0.01%	2.83%	$4.88
LOW	0.01%	1.92%	$4.45
ACN.RTH	0.01%	2.55%	$4.99
JPM	0.01%	1.87%	$4.4
NEM	0.01%	1.1%	$1.3
CAH	0.01%	1.3%	$2.01
APD	0.01%	2.82%	$7.04
SAP.DE	0.01%	1.02%	$2.2
CCU	0.01%	1.19%	$0.23
VST	0.01%	0.45%	$0.85
GD	0.01%	1.79%	$5.48
CAT	0.01%	1.11%	$5.31
TRV	0.01%	1.66%	$4.05
EBAY	0.01%	1.24%	$1.04
ORCL	0.01%	0.65%	$1.6
ADS.DE	0.01%	1.04%	$0.7
WM	0.01%	1.5%	$2.9
WMT	0.01%	0.87%	$0.81
LIN	0.01%	1.31%	$5.33
DIS	0.01%	0.9%	$0.75
AXP	0.01%	0.91%	$2.6
MSFT	0.01%	0.66%	$3
BABA	0%	0.62%	$0.98
INTC	0%	0.34%	$0.5
V	0%	0.69%	$2.01
COST	0%	0.54%	$19.22
AAPL	0%	0.4%	$0.97
SONY	0%	0.34%	$0.49
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CMCSA.RTH	Pay Day	Oct 22, 2025	$0.33
LOW	Ex-Dividend	Oct 22, 2025	$1.20
CLX	Ex-Dividend	Oct 22, 2025	$1.24
ORCL	Pay Day	Oct 23, 2025	$0.50
CVS	Ex-Dividend	Oct 23, 2025	$0.66
JPM	Pay Day	Oct 31, 2025	$1.50
AGNC	Ex-Dividend	Oct 31, 2025	$0.12
COST	Ex-Dividend	Oct 31, 2025	$1.30
AES	Ex-Dividend	Oct 31, 2025	$0.18
O	Ex-Dividend	Oct 31, 2025	$0.27
NLY	Pay Day	Oct 31, 2025	$0.70
T	Pay Day	Nov 3, 2025	$0.28
VZ	Pay Day	Nov 3, 2025	$0.69
C	Ex-Dividend	Nov 3, 2025	$0.60
CVS	Pay Day	Nov 3, 2025	$0.66
LOW	Pay Day	Nov 5, 2025	$1.20
CLX	Pay Day	Nov 6, 2025	$1.24
PFE	Ex-Dividend	Nov 7, 2025	$0.43
PSN.L	Pay Day	Nov 7, 2025	$0.27
MAIN	Ex-Dividend	Nov 7, 2025	$0.26
AXP	Pay Day	Nov 10, 2025	$0.82
APD	Pay Day	Nov 10, 2025	$1.79
AGNC	Pay Day	Nov 12, 2025	$0.12
TGT.RTH	Ex-Dividend	Nov 12, 2025	$1.14
SBUX.RTH	Ex-Dividend	Nov 14, 2025	$0.62
ACN.RTH	Pay Day	Nov 14, 2025	$1.63
ABBV	Pay Day	Nov 14, 2025	$1.64
COST	Pay Day	Nov 14, 2025	$1.30
GD	Pay Day	Nov 14, 2025	$1.50
AES	Pay Day	Nov 14, 2025	$0.18
O	Pay Day	Nov 14, 2025	$0.27
MAIN	Pay Day	Nov 14, 2025	$0.26
MSFT	Ex-Dividend	Nov 20, 2025	$0.91
CAT	Pay Day	Nov 20, 2025	$1.51
JNJ	Ex-Dividend	Nov 25, 2025	$1.30
C	Pay Day	Nov 26, 2025	$0.60
SBUX.RTH	Pay Day	Nov 28, 2025	$0.62
PFE	Pay Day	Dec 1, 2025	$0.43
TGT.RTH	Pay Day	Dec 1, 2025	$1.14
GS	Ex-Dividend	Dec 2, 2025	$4.00
JNJ	Pay Day	Dec 9, 2025	$1.30
MSFT	Pay Day	Dec 11, 2025	$0.91
WMT	Ex-Dividend	Dec 12, 2025	$0.24
GS	Pay Day	Dec 30, 2025	$4.00
TTE.PA	Ex-Dividend	Dec 31, 2025	$1.00
WMT	Pay Day	Jan 5, 2026	$0.24
TTE.PA	Pay Day	Jan 5, 2026	$1.00

Performance Metrics

Score 4.6/10

Beta

0.88

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

0.08

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.71

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Beta

0.88

0.8

1.2

Sharpe Ratio

0.46

0.5

1.5

Sortino Ratio

0.72

Jensen's Alpha

0.08

-2

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.71

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

0.54

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

31.8

High:

BP.L

158.1

Low:

-12.89

Details

PEG Ratio

476.92

High:

AAPL

26,070.7

Low:

GNL

-21.46

Details

Price/Book

6.23

High:

AAPL

56.94

Low:

ABBV

-2,215.93

Details

Price/Sales

3.79

High:

NVDA

27.21

Low:

2007.HK

0.06

Details

Price/CF

17.87

High:

PSN.L

391.34

Low:

ZIM

0.56

Details

Price/FCF

40.6

High:

NEE

2,356.18

Low:

ZIM

0.87

Details

Depth

Start

End

Total months

-18.99%

Jan 2022

Jul 2023

-13.55%

Aug 2023

Dec 2023

-6.52%

Oct 2024

Jun 2025

-4.52%

Sep 2021

Oct 2021

-3.59%

Apr 2024

May 2024

-1.43%

Nov 2021

Dec 2021

-0.87%

Jan 2024

Feb 2024

-0.66%

Jun 2024

Jul 2024

-0.37%

Aug 2024

Sep 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics