Portfolio of HappyCapital on eToro

HappyCapital

🇦🇺 Stock and ETF Investor.

4 copiers.

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

Summary

-26.06%

This Month

-37.91%

Year To Date

-13.03%

2 Years

-68.14%

5 Years

-68.14%

10 Years

-24.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
50.29%
📊 ETFs
26.14%
💻 Electronic Technology
23.52%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.87%
🇺🇸 NYSE
37.89%
🇦🇺 Sydney
17.19%

Countries Breakdown

Country
Total

🇺🇸 United States
29.84%
🇦🇺 Australia
27.75%
🇳🇱 Netherlands
16.22%

Dividends

Dividend Yield

0.07%

2 out of 8 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $WTC.ASX (0.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WTC.ASX	0.06%	0.55%	$0.16
MRVL	0.01%	0.11%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share
MRVL	Pay Day	Oct 29, 2026	$0.06
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
WTC.ASX	Ex-Dividend	Mar 9, 2027	$0.07

Performance Metrics

Score 2.1/10

Beta

1.44

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.43

-1

Jensen's Alpha

-32.17

-33

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.88

-1

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

-0.28

-1

0.3

0.6

Beta

1.44

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.43

-1

Jensen's Alpha

-32.17

-33

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.88

-1

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

-0.28

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

-597.81

High:

NBIS

879.61

Low:

CRWV

-23.86

Details

PEG Ratio

0.15

High:

NXT.ASX

0.36

Low:

MRVL

0.03

Details

Price/Book

8.34

High:

MRVL

12.83

Low:

NXT.ASX

1.3

Details

Price/Sales

22.62

High:

IONQ

64.1

Low:

WTC.ASX

5.21

Details

Price/CF

41.75

High:

NBIS

172.05

Low:

IREN

7.91

Details

Price/FCF

120.62

High:

NBIS

242.15

Low:

WTC.ASX

23.1

Details

P/E Ratio

-597.81

High:

NBIS

879.61

Low:

CRWV

-23.86

Details

PEG Ratio

0.15

High:

NXT.ASX

0.36

Low:

MRVL

0.03

Details

Price/Book

8.34

High:

MRVL

12.83

Low:

NXT.ASX

1.3

Details

Price/Sales

22.62

High:

IONQ

64.1

Low:

WTC.ASX

5.21

Details

Price/CF

41.75

High:

NBIS

172.05

Low:

IREN

7.91

Details

Price/FCF

120.62

High:

NBIS

242.15

Low:

WTC.ASX

23.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-70.8%	Apr 2023	-	43

Monthly Performance

Portfolio of HappyCapital on eToro

HappyCapital

🇦🇺 Stock and ETF Investor.

4 copiers.

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

Summary

-26.06%

This Month

-37.91%

Year To Date

-13.03%

2 Years

-68.14%

5 Years

-68.14%

10 Years

-24.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
50.29%
📊 ETFs
26.14%
💻 Electronic Technology
23.52%
💵 Cash
0.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
44.87%
🇺🇸 NYSE
37.89%
🇦🇺 Sydney
17.19%

Countries Breakdown

Country
Total

🇺🇸 United States
29.84%
🇦🇺 Australia
27.75%
🇳🇱 Netherlands
16.22%

Dividends

Dividend Yield

0.07%

2 out of 8 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $WTC.ASX (0.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
WTC.ASX	0.06%	0.55%	$0.16
MRVL	0.01%	0.11%	$0.24

Next Dividends

Stock	Type	Date	Pay Per Share
MRVL	Pay Day	Oct 29, 2026	$0.06
MRVL	Ex-Dividend	Jan 9, 2027	$0.06
WTC.ASX	Ex-Dividend	Mar 9, 2027	$0.07

Performance Metrics

Score 2.1/10

Beta

1.44

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.43

-1

Jensen's Alpha

-32.17

-33

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.88

-1

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

-0.28

-1

0.3

0.6

Beta

1.44

0.8

1.2

Sharpe Ratio

-0.33

-1

0.5

1.5

Sortino Ratio

-0.43

-1

Jensen's Alpha

-32.17

-33

4.5

Omega Ratio

0.57

1.5

2.5

Treynor Ratio

-0.88

-1

0.75

1.25

Information Ratio

-0.74

-1

0.3

0.6

Calmar Ratio

NBIS

242.15

Low:

WTC.ASX

23.1

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-70.8%	Apr 2023	-	43