Portfolio of FordhamJ on eToro

FordhamJ

🇦🇺 Stock Multi-Strategy 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

-2.66%

This Month

+4.33%

Year To Date

-45.13%

2 Years

-52.81%

5 Years

-52.81%

10 Years

-19.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
90.11%
💻 Electronic Technology
8.46%
🪨 Non Energy Minerals
8.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
8.46%
🇦🇺 Sydney
8.1%

Countries Breakdown

Country
Total

🇺🇸 United States
8.46%
🇦🇺 Australia
8.1%

Dividends

Dividend Yield

0.11%

1 out of 2 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $RTX (1.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RTX	0.11%	1.3%	$2.44

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.17

0.8

1.2

Sharpe Ratio

-1

-2

0.5

1.5

Sortino Ratio

-0.99

-1

Jensen's Alpha

-19.28

-20

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-9.82

-10

0.75

1.25

Information Ratio

-1.22

-2

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

-1

-2

0.5

1.5

Sortino Ratio

-0.99

-1

Jensen's Alpha

-19.28

-20

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-9.82

-10

0.75

1.25

Information Ratio

-1.22

-2

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

44.08

High:

RTX

42.08

Low:

PLS.ASX

-160.33

Details

PEG Ratio

105.12

High:

RTX

105.12

Low:

RTX

105.12

Details

Price/Book

4.3

High:

PLS.ASX

4.34

Low:

RTX

4.3

Details

Price/Sales

3.3

High:

PLS.ASX

16.16

Low:

RTX

3.21

Details

Price/CF

24.13

High:

PLS.ASX

56.25

Low:

RTX

23.63

Details

Price/FCF

42.69

High:

RTX

57.2

Low:

PLS.ASX

5.47

Details

P/E Ratio

44.08

High:

RTX

42.08

Low:

PLS.ASX

-160.33

Details

PEG Ratio

105.12

High:

RTX

105.12

Low:

RTX

105.12

Details

Price/Book

4.3

High:

PLS.ASX

4.34

Low:

RTX

4.3

Details

Price/Sales

3.3

High:

PLS.ASX

16.16

Low:

RTX

3.21

Details

Price/CF

24.13

High:

PLS.ASX

56.25

Low:

RTX

23.63

Details

Price/FCF

42.69

High:

RTX

57.2

Low:

PLS.ASX

5.47

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-55.29%	Apr 2022	-	48

Monthly Performance

Portfolio of FordhamJ on eToro

FordhamJ

🇦🇺 Stock Multi-Strategy 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

-2.66%

This Month

+4.33%

Year To Date

-45.13%

2 Years

-52.81%

5 Years

-52.81%

10 Years

-19.31%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💵 Cash
90.11%
💻 Electronic Technology
8.46%
🪨 Non Energy Minerals
8.1%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
8.46%
🇦🇺 Sydney
8.1%

Countries Breakdown

Country
Total

🇺🇸 United States
8.46%
🇦🇺 Australia
8.1%

Dividends

Dividend Yield

0.11%

1 out of 2 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $RTX (1.3%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RTX	0.11%	1.3%	$2.44

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.17

0.8

1.2

Sharpe Ratio

-1

-2

0.5

1.5

Sortino Ratio

-0.99

-1

Jensen's Alpha

-19.28

-20

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-9.82

-10

0.75

1.25

Information Ratio

-1.22

-2

0.3

0.6

Calmar Ratio

-0.3

-1

0.3

0.6

Beta

0.17

0.8

1.2

Sharpe Ratio

-1

-2

0.5

1.5

Sortino Ratio

-0.99

-1

Jensen's Alpha

-19.28

-20

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-9.82

-10

0.75

1.25

Information Ratio

-1.22

-2

0.3

0.6

Calmar Ratio

RTX

57.2

Low:

PLS.ASX

5.47

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-55.29%	Apr 2022	-	48