Portfolio of Flaten on eToro

Flaten

🇨🇭 Stock Multi-Strategy Investor.

2,429 copiers.

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

Summary

+19.61%

This Month

+19.61%

Year To Date

+203.66%

2 Years

+179.34%

5 Years

+179.34%

10 Years

+26.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
57.25%
🖥️ Technology Services
15.31%
📊 ETFs
8.06%
🛠️ Producer Manufacturing
6.44%
🧬 Health Technology
3.64%
📦 Distribution Services
2%
🪨 Non Energy Minerals
1.99%
💵 Cash
1.74%
🏭 Industrial Services
1.34%
🪙 Cryptocurrencies
1.3%
💼 Commercial Services
0.98%
🛍️ Retail Trade
0.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.25%
🇺🇸 NYSE
26.58%
🇩🇪 FRA
15.88%
🇺🇸 Chicago Board Options Exchange
4.62%
🇸🇪 Stockholm Stock Exchange
3.11%
🇬🇧 LSE
2.13%
🌍 Digital Currency
1.3%

Countries Breakdown

Country
Total

🇺🇸 United States
59.05%
🇩🇪 Germany
15.88%
🇮🇱 Israel
4.87%
🇸🇪 Sweden
3.11%
🇮🇪 Ireland
2.3%
🇳🇱 Netherlands
2.17%
🇬🇧 United Kingdom
2.13%

Dividends

Dividend Yield

0.27%

13 out of 40 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IBM (2.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RHM.DE	0.06%	0.43%	$5.7
PKE	0.04%	2%	$0.5
LHX	0.03%	1.4%	$4.6
ETN	0.03%	1.25%	$3.6
IBM	0.02%	2.31%	$6.65
DRS	0.02%	0.86%	-
RR.L	0.02%	0.84%	-
RTX	0.01%	1.36%	$2.44
FTAI	0.01%	0.45%	$1.2
SAABB.ST	0.01%	0.28%	$1.6
ESLT	0.01%	0.39%	-
GOOGL	0%	0.26%	$0.2
MILDEF.ST	0%	0.36%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

1.15

0.8

1.2

Sharpe Ratio

0.7

0.5

1.5

Sortino Ratio

1.19

Jensen's Alpha

4.72

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

0.7

0.5

1.5

Sortino Ratio

1.19

Jensen's Alpha

4.72

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

45.1

High:

KTOS

1,047.88

Low:

AVAV

-263.87

Details

PEG Ratio

525.62

High:

KTOS

4,406.36

Low:

AMPX

-100.65

Details

Price/Book

11.2

High:

FTAI

113.89

Low:

QXO

1.81

Details

Price/Sales

8.6

High:

ATAI

1,868.26

Low:

STGW

0.6

Details

Price/CF

27.58

High:

KTOS

668.08

Low:

STGW

6.09

Details

Price/FCF

70.46

High:

RHM.DE

5,198.92

Low:

STGW

8.25

Details

P/E Ratio

45.1

High:

KTOS

1,047.88

Low:

AVAV

-263.87

Details

PEG Ratio

525.62

High:

KTOS

4,406.36

Low:

AMPX

-100.65

Details

Price/Book

11.2

High:

FTAI

113.89

Low:

QXO

1.81

Details

Price/Sales

8.6

High:

ATAI

1,868.26

Low:

STGW

0.6

Details

Price/CF

27.58

High:

KTOS

668.08

Low:

STGW

6.09

Details

Price/FCF

70.46

High:

RHM.DE

5,198.92

Low:

STGW

8.25

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-39.99%	Nov 2021	Mar 2024	28
-11.88%	May 2021	Oct 2021	5
-11.38%	Nov 2025	Jan 2026	2
-4.25%	Dec 2024	Jan 2025	1
-3.64%	Apr 2024	May 2024	1
-3.26%	Feb 2025	Apr 2025	2
-0.1%	Jun 2024	Jul 2024	1

Monthly Performance

Portfolio of Flaten on eToro

Flaten

🇨🇭 Stock Multi-Strategy Investor.

2,429 copiers.

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

Summary

+19.61%

This Month

+19.61%

Year To Date

+203.66%

2 Years

+179.34%

5 Years

+179.34%

10 Years

+26.75%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
57.25%
🖥️ Technology Services
15.31%
📊 ETFs
8.06%
🛠️ Producer Manufacturing
6.44%
🧬 Health Technology
3.64%
📦 Distribution Services
2%
🪨 Non Energy Minerals
1.99%
💵 Cash
1.74%
🏭 Industrial Services
1.34%
🪙 Cryptocurrencies
1.3%
💼 Commercial Services
0.98%
🛍️ Retail Trade
0.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.25%
🇺🇸 NYSE
26.58%
🇩🇪 FRA
15.88%
🇺🇸 Chicago Board Options Exchange
4.62%
🇸🇪 Stockholm Stock Exchange
3.11%
🇬🇧 LSE
2.13%
🌍 Digital Currency
1.3%

Countries Breakdown

Country
Total

🇺🇸 United States
59.05%
🇩🇪 Germany
15.88%
🇮🇱 Israel
4.87%
🇸🇪 Sweden
3.11%
🇮🇪 Ireland
2.3%
🇳🇱 Netherlands
2.17%
🇬🇧 United Kingdom
2.13%

Dividends

Dividend Yield

0.27%

13 out of 40 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IBM (2.31%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RHM.DE	0.06%	0.43%	$5.7
PKE	0.04%	2%	$0.5
LHX	0.03%	1.4%	$4.6
ETN	0.03%	1.25%	$3.6
IBM	0.02%	2.31%	$6.65
DRS	0.02%	0.86%	-
RR.L	0.02%	0.84%	-
RTX	0.01%	1.36%	$2.44
FTAI	0.01%	0.45%	$1.2
SAABB.ST	0.01%	0.28%	$1.6
ESLT	0.01%	0.39%	-
GOOGL	0%	0.26%	$0.2
MILDEF.ST	0%	0.36%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.3/10

Beta

1.15

0.8

1.2

Sharpe Ratio

0.7

0.5

1.5

Sortino Ratio

1.19

Jensen's Alpha

4.72

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.47

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

0.7

0.5

1.5

Sortino Ratio

1.19

Jensen's Alpha

4.72

-2

Omega Ratio

1.31

1.5

2.5

Treynor Ratio

1.24

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

5,198.92

Low:

STGW

8.25

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-39.99%	Nov 2021	Mar 2024	28
-11.88%	May 2021	Oct 2021	5
-11.38%	Nov 2025	Jan 2026	2
-4.25%	Dec 2024	Jan 2025	1
-3.64%	Apr 2024	May 2024	1
-3.26%	Feb 2025	Apr 2025	2
-0.1%	Jun 2024	Jul 2024	1