Portfolio of GraceandFrankie on eToro

GraceandFrankie

🇨🇭 Multi-Strategy 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

+1.56%

Today

+21.45%

This Month

-9.07%

Year To Date

+60.29%

2 Years

+121.68%

5 Years

+18.6%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
68.83%
💻 Electronic Technology
12.62%
📊 ETFs
5.85%
💰 Finance
3.6%
🧬 Health Technology
2.72%
🛍️ Retail Trade
1.68%
💇‍♀️ Consumer Services
1.06%
🚚 Transportation
0.93%
🧪 Process Industries
0.8%
🛠️ Producer Manufacturing
0.8%
🍞 Consumer Non Durables
0.38%
🧩 Miscellaneous
0.23%
💼 Commercial Services
0.21%
🚗 Consumer Durables
0.2%
🖥️ Technology Services
0.1%
💵 Cash
0.01%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
68.83%
🇺🇸 Nasdaq
13.47%
🇺🇸 NYSE
10.96%
🇬🇧 LSE
5.01%
🇨🇭 SIX
1%
🇫🇷 Euronext Paris
0.64%
🇭🇰 Hong Kong Exchanges
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
16.51%
🇬🇧 United Kingdom
5.42%
🇨🇳 China
1.04%
🇨🇭 Switzerland
1%
🇫🇷 France
0.64%
🇨🇦 Canada
0.25%
🇩🇰 Denmark
0.23%
🇹🇼 Taiwan
0.11%
🇮🇱 Israel
0.11%

Dividends

Dividend Yield

0.23%

30 out of 77 instruments pay dividend.

4 dividend payments in the next 30 days.

Highest Dividend: $0968.HK (10.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
RR.L	0.03%	0.73%	-
VOO	0.02%	1.37%	-
VACN.ZU	0.02%	2.01%	$6.25
SCHD	0.02%	4.03%	-
VGT	0.01%	0.58%	-
O	0.01%	5.63%	$3.09
VICI	0.01%	5.37%	$1.66
BBOX.L	0.01%	5.42%	$0.07
AI.PA	0.01%	1.79%	$2.91
QQQ	0.01%	0.63%	-
BAC	0.01%	2.33%	$0.96
0968.HK	0.01%	10.16%	$0.23
NESN.ZU	0.01%	3.48%	$3
AAPL	0.01%	0.49%	$0.97
LLY	0.01%	0.75%	$4.86
EZJ.L	0.01%	2.18%	$0.05
CE	0%	2.72%	$2.8
STZ	0%	2.14%	$3.68
NVO	0%	1.73%	$0.98
RTX	0%	1.87%	$2.44
SPY	0%	1.29%	-
BAH	0%	1.6%	$1.96
TCOM.CH	0%	0.44%	-
SYK	0%	0.85%	$3.15
COST	0%	0.46%	$19.22
NVDA	0%	0.03%	$0.02
TSM	0%	1.14%	$1.74
MRVL	0%	0.39%	$0.24
AVGO	0%	0.96%	$19.7
LONN.ZU	0%	0.71%	$4

Next Dividends

Stock	Type	Date	Pay Per Share
BBOX.L	Ex-Dividend	May 22, 2025	$0.03
RTX	Ex-Dividend	May 23, 2025	$0.68
O	Ex-Dividend	Jun 2, 2025	$0.27
BAC	Ex-Dividend	Jun 6, 2025	$0.26
LLY	Pay Day	Jun 10, 2025	$1.50
RTX	Pay Day	Jun 12, 2025	$0.68
TSM	Ex-Dividend	Jun 12, 2025	$0.68
BBOX.L	Pay Day	Jun 13, 2025	$0.03
O	Pay Day	Jun 13, 2025	$0.27
BAC	Pay Day	Jun 27, 2025	$0.26
SYK	Ex-Dividend	Jun 30, 2025	$0.84
TSM	Pay Day	Jul 10, 2025	$0.68
SYK	Pay Day	Jul 31, 2025	$0.84

Performance Metrics

Score 5.2/10

Beta

2.23

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.75

Jensen's Alpha

3.25

-2

4.5

Omega Ratio

1.28

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Beta

2.23

0.8

1.2

Sharpe Ratio

0.45

0.5

1.5

Sortino Ratio

0.75

Jensen's Alpha

3.25

-2

4.5

Omega Ratio

1.28

1.5

2.5

Treynor Ratio

0.93

0.75

1.25

Information Ratio

0.32

0.3

0.6

Calmar Ratio

0.18

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

34.13

High:

ARM

175.87

Low:

STZ

-387.5

Details

PEG Ratio

231.47

High:

LONN.ZU

2,477.36

Low:

MRVL

-1,074.72

Details

Price/Book

10.71

High:

CHWY

69.79

Low:

RR.L

-76.25

Details

Price/Sales

8.75

High:

ARM

34.83

Low:

DNLI

Details

Price/CF

37.97

High:

ARM

286.48

Low:

CAR

0.75

Details

Price/FCF

55.62

High:

VACN.ZU

17,358.1

Low:

EZJ.L

6.01

Details