Portfolio of GilbertoAlmonte on eToro

GilbertoAlmonte

🇩🇴 Stock Value Investor.

14 copiers.

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

Summary

+0.16%

This Month

+10.62%

Year To Date

+66.57%

2 Years

-34.17%

5 Years

-34.17%

10 Years

-8.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
40.31%
💻 Electronic Technology
30.23%
🛍️ Retail Trade
10.52%
💰 Finance
7.11%
🏥 Health Services
5.83%
🧬 Health Technology
2.27%
🚚 Transportation
1.98%
🧩 Miscellaneous
0.93%
⚡ Utilities
0.68%
💵 Cash
0.18%
🪙 Cryptocurrencies
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
74.68%
🇺🇸 NYSE
25.17%
🌍 Digital Currency
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
82.9%
🇳🇱 Netherlands
8.6%
🇹🇼 Taiwan
3.03%
🇩🇰 Denmark
1.85%
🇨🇳 China
1.51%
🇺🇾 Uruguay
0.84%
🇮🇪 Ireland
0.19%

Dividends

Dividend Yield

0.71%

24 out of 39 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $O (5.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.1%	5.7%	$3.09
MSFT	0.09%	0.74%	$3
PSA	0.07%	4.07%	$12
UNH	0.07%	2.38%	$7.74
NVO	0.05%	2.85%	$0.98
ELV	0.05%	1.67%	$6.22
ASML	0.04%	0.44%	$5.57
MAIN	0.04%	5.55%	$2.85
META	0.03%	0.31%	$1
ORCL	0.03%	1.35%	$1.6
LTC.US	0.03%	5.36%	$2.28
GOOGL	0.03%	0.24%	$0.2
TSM	0.02%	0.68%	$1.74
BABA	0.01%	0.91%	$0.98
NVDA	0.01%	0.13%	$0.02
CRM	0.01%	0.73%	$0.4
AAPL	0.01%	0.32%	$0.97
V	0.01%	0.71%	$2.01
VST	0%	0.64%	$0.85
QQQ	0%	0.39%	-
LLY	0%	0.58%	$4.86
SPY	0%	0.97%	-
MU	0%	0.05%	$0.46
CASY	0%	0.38%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.2/10

Beta

1.47

0.8

1.2

Sharpe Ratio

-0.21

-1

0.5

1.5

Sortino Ratio

-0.27

-1

Jensen's Alpha

-16.73

-17

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.4

-1

0.75

1.25

Information Ratio

-0.59

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

1.47

0.8

1.2

Sharpe Ratio

-0.21

-1

0.5

1.5

Sortino Ratio

-0.27

-1

Jensen's Alpha

-16.73

-17

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.4

-1

0.75

1.25

Information Ratio

-0.59

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.55

High:

ASML

59.88

Low:

IONQ

-250.35

Details

PEG Ratio

128.93

High:

494.14

Low:

IONQ

-236.75

Details

Price/Book

10.14

High:

APP

72.14

Low:

1.51

Details

Price/Sales

8.74

High:

QBTS

593.26

Low:

ELV

0.46

Details

Price/CF

20.84

High:

ASML

42.41

Low:

DAVE

7.67

Details

Price/FCF

53.19

High:

BABA

1,196.17

Low:

DAVE

7.68

Details

P/E Ratio

28.55

High:

ASML

59.88

Low:

IONQ

-250.35

Details

PEG Ratio

128.93

High:

494.14

Low:

IONQ

-236.75

Details

Worst Drawdowns

Depth	Start	End	Total months
-64.59%	Feb 2022	-	56

Monthly Performance

Portfolio of GilbertoAlmonte on eToro

GilbertoAlmonte

🇩🇴 Stock Value Investor.

14 copiers.

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

Summary

+0.16%

This Month

+10.62%

Year To Date

+66.57%

2 Years

-34.17%

5 Years

-34.17%

10 Years

-8.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
40.31%
💻 Electronic Technology
30.23%
🛍️ Retail Trade
10.52%
💰 Finance
7.11%
🏥 Health Services
5.83%
🧬 Health Technology
2.27%
🚚 Transportation
1.98%
🧩 Miscellaneous
0.93%
⚡ Utilities
0.68%
💵 Cash
0.18%
🪙 Cryptocurrencies
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
74.68%
🇺🇸 NYSE
25.17%
🌍 Digital Currency
0.03%

Countries Breakdown

Country
Total

🇺🇸 United States
82.9%
🇳🇱 Netherlands
8.6%
🇹🇼 Taiwan
3.03%
🇩🇰 Denmark
1.85%
🇨🇳 China
1.51%
🇺🇾 Uruguay
0.84%
🇮🇪 Ireland
0.19%

Dividends

Dividend Yield

0.71%

24 out of 39 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $O (5.7%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.1%	5.7%	$3.09
MSFT	0.09%	0.74%	$3
PSA	0.07%	4.07%	$12
UNH	0.07%	2.38%	$7.74
NVO	0.05%	2.85%	$0.98
ELV	0.05%	1.67%	$6.22
ASML	0.04%	0.44%	$5.57
MAIN	0.04%	5.55%	$2.85
META	0.03%	0.31%	$1
ORCL	0.03%	1.35%	$1.6
LTC.US	0.03%	5.36%	$2.28
GOOGL	0.03%	0.24%	$0.2
TSM	0.02%	0.68%	$1.74
BABA	0.01%	0.91%	$0.98
NVDA	0.01%	0.13%	$0.02
CRM	0.01%	0.73%	$0.4
AAPL	0.01%	0.32%	$0.97
V	0.01%	0.71%	$2.01
VST	0%	0.64%	$0.85
QQQ	0%	0.39%	-
LLY	0%	0.58%	$4.86
SPY	0%	0.97%	-
MU	0%	0.05%	$0.46
CASY	0%	0.38%	$1.79

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.2/10

Beta

1.47

0.8

1.2

Sharpe Ratio

-0.21

-1

0.5

1.5

Sortino Ratio

-0.27

-1

Jensen's Alpha

-16.73

-17

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.4

-1

0.75

1.25

Information Ratio

-0.59

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Beta

1.47

0.8

1.2

Sharpe Ratio

-0.21

-1

0.5

1.5

Sortino Ratio

-0.27

-1

Jensen's Alpha

-16.73

-17

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.4

-1

0.75

1.25

Information Ratio

-0.59

-1

0.3

0.6

Calmar Ratio

-0.11

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.55

High:

ASML

59.88

Low:

IONQ

-250.35

Details

PEG Ratio

128.93

High:

494.14

Low:

IONQ

-236.75

Details

128.93

High:

494.14

Low:

IONQ

-236.75

Details

Worst Drawdowns

Depth	Start	End	Total months
-64.59%	Feb 2022	-	56