Portfolio of GabrielCatalan on eToro

GabrielCatalan

🇵🇱 Stock Value Investor.

6 copiers.

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

Summary

+0.06%

This Month

+6.5%

Year To Date

+33.56%

2 Years

+54.31%

5 Years

+156.12%

10 Years

+16.97%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
38.06%
🧬 Health Technology
16.2%
🛍️ Retail Trade
11.74%
💻 Electronic Technology
10.82%
💼 Commercial Services
5.42%
🛠️ Producer Manufacturing
4.65%
💰 Finance
3.58%
💵 Cash
3.39%
🍞 Consumer Non Durables
1.56%
🏥 Health Services
1.29%
💇‍♀️ Consumer Services
1.08%
🏭 Industrial Services
1%
🚚 Transportation
0.83%
🚗 Consumer Durables
0.81%
❓ Other
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
60.44%
🇺🇸 NYSE
34.8%
🇭🇰 Hong Kong Exchanges
1.45%
🇺🇸 OTC Markets Stock Exchange
0.81%

Countries Breakdown

Country
Total

🇺🇸 United States
58.42%
🇸🇪 Sweden
8.98%
🇬🇧 United Kingdom
7.22%
🇨🇦 Canada
3.48%
🇨🇭 Switzerland
3.29%
🇨🇳 China
3.01%
🇧🇷 Brazil
2.8%
🇺🇾 Uruguay
2.74%
🇲🇽 Mexico
2.57%
🇸🇬 Singapore
1.75%
🇹🇼 Taiwan
1.45%
🇯🇵 Japan
0.81%
🇧🇲 Bermuda
0.54%

Dividends

Dividend Yield

0.33%

21 out of 53 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $ABBV (2.66%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
GRMN	0.05%	1.52%	$3.71
ABBV	0.03%	2.66%	$6.06
JNJ	0.03%	1.9%	$4.81
MSFT	0.03%	0.73%	$3
EBAY	0.02%	1.16%	$1.04
META	0.02%	0.34%	$1
NTDOY	0.02%	2.26%	$0.24
DGX	0.02%	1.4%	$2.92
GOOG	0.01%	0.25%	$0.2
LRCX	0.01%	0.34%	$8
AVGO	0.01%	0.71%	$19.7
9988.HK	0.01%	0.93%	$0.98
MA	0.01%	0.58%	$2.46
TSM	0.01%	0.7%	$1.74
OTIS	0.01%	2.39%	$1.41
CRM	0.01%	0.66%	$0.4
EMBJ	0.01%	0.94%	-
CASY	0.01%	0.3%	$1.79
BKNG	0%	0.83%	$17.5
BWXT	0%	0.66%	$0.94
NVDA	0%	0.12%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 4.4/10

Beta

1.03

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

-2.02

-3

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

1.03

0.8

1.2

Sharpe Ratio

0.68

0.5

1.5

Sortino Ratio

1.18

Jensen's Alpha

-2.02

-3

4.5

Omega Ratio

0.91

1.5

2.5

Treynor Ratio

1.13

0.75

1.25

Information Ratio

-0.13

-1

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.02

High:

IOT

378.17

Low:

BIDU

-5,065.95

Details

PEG Ratio

-133.2

High:

EBAY

452.14

Low:

CRWD

-5,401.66

Details

Price/Book

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

9.69

High:

ROIV

3,537.28

Low:

RVMD

Details

Price/CF

19.15

High:

GRAB

160.94

Low:

8.55

Details