Portfolio of Federico_Liersch on eToro

Federico_Liersch

🇨🇭 Stock Investor.

2 copiers.

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

Summary

+3.54%

Today

+5.13%

This Month

+1.38%

Year To Date

+85.45%

2 Years

-2.13%

5 Years

-0.57%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
28.82%
💰 Finance
26.46%
🪙 Cryptocurrencies
18.52%
💻 Electronic Technology
8.11%
📊 ETFs
4.64%
💇‍♀️ Consumer Services
3.07%
🛍️ Retail Trade
2.41%
🏥 Health Services
2.31%
💼 Commercial Services
2.02%
🚗 Consumer Durables
1.55%
🍞 Consumer Non Durables
1.54%
🛠️ Producer Manufacturing
0.25%
🧬 Health Technology
0.23%
💵 Cash
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
40.77%
🇺🇸 NYSE
39.29%
🌍 Digital Currency
18.52%
🇺🇸 Chicago Board Options Exchange
1.12%
🇭🇰 Hong Kong Exchanges
0.22%

Countries Breakdown

Country
Total

🇺🇸 United States
66.81%
🇱🇺 Luxembourg
3.03%
🇮🇱 Israel
2.81%
🇨🇦 Canada
1.82%
🇺🇾 Uruguay
1.72%
🇨🇳 China
0.49%
🇬🇧 United Kingdom
0.1%

Dividends

Dividend Yield

0.16%

12 out of 77 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $VAC (4.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
VTI	0.05%	1.37%	-
KO	0.04%	2.8%	$1.89
VAC	0.02%	4.79%	$3
META	0.01%	0.29%	$1
DIS	0.01%	0.88%	$0.75
AAPL	0.01%	0.49%	$0.97
INTU	0.01%	0.54%	$3.6
MA	0%	0.48%	$2.46
LRCX	0%	1.06%	$8
BABA	0%	0.87%	$0.98
9988.HK	0%	0.89%	$0.98
PAYC	0%	0.57%	$1.5

Next Dividends

Stock	Type	Date	Pay Per Share
PAYC	Pay Day	Jun 9, 2025	$0.38
9988.HK	Ex-Dividend	Jun 11, 2025	$0.25
BABA	Ex-Dividend	Jun 12, 2025	$0.95
KO	Ex-Dividend	Jun 13, 2025	$0.51
META	Ex-Dividend	Jun 16, 2025	$0.52
LRCX	Ex-Dividend	Jun 18, 2025	$0.23
DIS	Ex-Dividend	Jun 24, 2025	$0.50
META	Pay Day	Jun 26, 2025	$0.52
KO	Pay Day	Jul 1, 2025	$0.51
9988.HK	Pay Day	Jul 3, 2025	$0.25
LRCX	Pay Day	Jul 9, 2025	$0.23
BABA	Pay Day	Jul 10, 2025	$0.95
INTU	Ex-Dividend	Jul 10, 2025	$1.04
INTU	Pay Day	Jul 18, 2025	$1.04
DIS	Pay Day	Jul 23, 2025	$0.50

Performance Metrics

Score 2.3/10

Beta

1.75

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-7.35

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.1

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Beta

1.75

0.8

1.2

Sharpe Ratio

0.05

0.5

1.5

Sortino Ratio

0.09

Jensen's Alpha

-7.35

-8

4.5

Omega Ratio

0.92

1.5

2.5

Treynor Ratio

0.1

0.75

1.25

Information Ratio

-0.11

-1

0.3

0.6

Calmar Ratio

-0.03

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.65

High:

MNDY

309.36

Low:

HUBS

-1,347.22

Details

PEG Ratio

150.01

High:

10,128.43

Low:

-2,406.69

Details

Price/Book

11.98

High:

79.86

Low:

APPN

-74.35

Details

Price/Sales

9.13

High:

NET

34.44

Low:

BYON

0.29

Details

Price/CF

21.73

High:

NVCR

358.06

Low:

BMBL

2.78

Details