EthanConnelly avatar
EthanConnelly
๐Ÿ‡ฌ๐Ÿ‡ง Multi-Strategy Stock Investor.
21 copiers.

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

-1.03%
Today
-10.54%
This Month
-14.96%
Year To Date
+17.41%
2 Years
+52.7%
5 Years
+9.37%
Annualized
  • EthanConnelly
  • S&P 500
  • + Add Benchmark

Diversification

Sectors Breakdown

  • Sector
  • Total
  • ๐Ÿ–ฅ๏ธ Technology Services
    23.13%
  • ๐Ÿ’ป Electronic Technology
    18.58%
  • ๐Ÿš— Consumer Durables
    13.95%
  • ๐Ÿ› ๏ธ Producer Manufacturing
    12.96%
  • ๐Ÿญ Industrial Services
    9.65%
  • ๐Ÿ’ฐ Finance
    7.68%
  • ๐Ÿšš Transportation
    7.42%
  • ๐Ÿ’‡โ€โ™€๏ธ Consumer Services
    5.37%
  • ๐Ÿ“Š ETFs
    1.01%
  • ๐Ÿ’ต Cash
    0.27%

Exchanges Breakdown

  • Exchange
  • Total
  • ๐Ÿ‡บ๐Ÿ‡ธ Nasdaq
    62.13%
  • ๐Ÿ‡บ๐Ÿ‡ธ NYSE
    17.99%
  • ๐Ÿ‡ญ๐Ÿ‡ฐ Hong Kong Exchanges
    6.87%
  • ๐Ÿ‡จ๐Ÿ‡ญ SIX
    6.09%
  • ๐Ÿ‡ฉ๐Ÿ‡ช FRA
    3.61%
  • ๐Ÿ‡ฌ๐Ÿ‡ง LSE
    3.05%

Countries Breakdown

  • Country
  • Total
  • ๐Ÿ‡บ๐Ÿ‡ธ United States
    63.55%
  • ๐Ÿ‡จ๐Ÿ‡ณ China
    11.05%
  • ๐Ÿ‡ธ๐Ÿ‡ฌ Singapore
    7.42%
  • ๐Ÿ‡จ๐Ÿ‡ญ Switzerland
    6.09%
  • ๐Ÿ‡ฌ๐Ÿ‡ง United Kingdom
    3.88%
  • ๐Ÿ‡ฉ๐Ÿ‡ช Germany
    3.61%
  • ๐Ÿ‡จ๐Ÿ‡ฆ Canada
    3.13%

Dividends

Dividend Yield

1.2%

11 out of 22 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIG.L (9%)

Dividend Yield Breakdown

Instrument
Portfolio Yield
Company Yield
Per Share
TRIG.L
TRIG.L
0.27%
9%
$0.07
VOW3.DE
VOW3.DE
0.27%
7.35%
$9.06
QCOM
QCOM
0.16%
2.67%
$3.25
ABBN.ZU
ABBN.ZU
0.13%
2.2%
$0.87
WM
WM
0.13%
1.37%
$2.9
01211.HK
01211.HK
0.08%
1.22%
$3.41
MSFT
MSFT
0.05%
0.9%
$3
BKNG
BKNG
0.04%
0.84%
$17.5
GOOG
GOOG
0.04%
0.54%
$0.2
EA
EA
0.02%
0.56%
$0.76
NVDA
NVDA
0%
0.04%
$0.02

Next Dividends

Instrument
Type
Date
Pay Per Share
MSFT
MSFT
Ex-Dividend
May 15
$0.83
MSFT
MSFT
Pay Day
Jun 12
$0.83

Performance Metrics

Score 5.7/10

Beta

0.78
0.78
0
0.8
1.2
0
2

Sharpe Ratio

0.57
0.57
0
0.5
1
1.5
1.5

Sortino Ratio

0.99
0.99
0
1
2
3
3

Jensen's Alpha

2.08
2.08
-2
0
2
4.5
4.5

Omega Ratio

0.99
0.99
0
1
1.5
2.5
2.5

Treynor Ratio

1.09
1.09
0
0.75
1.25
2
2

Information Ratio

-0.02
-0.02
-1
0.3
0.6
1
1

Calmar Ratio

0.41
0.41
0
0.3
0.6
1
1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.96

High:avatarTSLA
117.47
Low:avatarNET
-419.53
Details

PEG Ratio

31.61

High:avatarABBN.ZU
600.63
Low:avatarNET
-721.77
Details

Price/Book

8.93

High:avatarNET
32
Low:avatarBKNG
-35.11
Details

Price/Sales

6.77

High:avatarARM
25.26
Low:avatarCSIQ
0.09
Details

Price/CF

26.28

High:avatarARM
162.85
Low:avatarVOW3.DE
2.56
Details

Price/FCF

52.4

High:avatarTSLA
396.62
Low:avatarMODG
13
Details

Drawdowns

  • EthanConnelly
  • S&P 500
  • + Add Benchmark

Worst Drawdowns

Depth
Start
End
Total months
-28.74%
Nov 2021Mar 202428
-16.77%
Feb 2025-3
-6.79%
Feb 2020Apr 20202
-4.75%
Jul 2024Nov 20244
-3.81%
Sep 2020Nov 20202
-3.59%
Sep 2021Oct 20211
-2.53%
Apr 2024May 20241
-1.87%
Dec 2024Jan 20251
-0.51%
Jan 2021Mar 20212

Monthly Performance