Portfolio of Helena801021 on eToro

Helena801021

🇸🇪 Stock and Crypto 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

+2.03%

This Month

+17.83%

Year To Date

+80.65%

2 Years

+16.31%

5 Years

+58.87%

10 Years

+8.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.18%
🖥️ Technology Services
15.77%
🧬 Health Technology
14.38%
🪙 Cryptocurrencies
10.44%
🛍️ Retail Trade
5.09%
💇‍♀️ Consumer Services
4.55%
💵 Cash
4.37%
🚚 Transportation
3.84%
⛏️ Energy Minerals
3.11%
💰 Finance
2.4%
🚗 Consumer Durables
2.27%
💼 Commercial Services
1.91%
🍞 Consumer Non Durables
1.7%
⚡ Utilities
1.44%
🛠️ Producer Manufacturing
1.43%
🧪 Process Industries
1.22%
📡 Communications
1.12%
📊 ETFs
0.79%
🏥 Health Services
0.7%
🧩 Miscellaneous
0.68%
🪨 Non Energy Minerals
0.54%
📦 Distribution Services
0.38%
🏭 Industrial Services
0.36%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.16%
🇺🇸 NYSE
29.09%
🌍 Digital Currency
10.44%
🇬🇧 LSE
2.79%
🇭🇰 Hong Kong Exchanges
2.05%
🇩🇪 FRA
0.98%
🇫🇷 Euronext Paris
0.9%
🇮🇹 Borsa Italiana
0.68%
🇺🇸 Chicago Board Options Exchange
0.44%
🇸🇪 Stockholm Stock Exchange
0.36%
🇫🇮 Helsinki Stock Exchange
0.36%
🇳🇱 Euronext Amsterdam
0.32%
🇨🇭 SIX
0.31%
🇳🇴 Oslo Stock Exchange
0.28%
🇺🇸 OTC Markets Stock Exchange
0.09%
🇩🇰 Copenhagen Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
62.16%
🇨🇳 China
5.46%
🇬🇧 United Kingdom
4.83%
🇳🇱 Netherlands
1.78%
🇩🇪 Germany
1.43%
🇨🇦 Canada
1.22%
🇨🇭 Switzerland
1.14%
🇫🇷 France
0.9%
🇩🇰 Denmark
0.81%
🇸🇪 Sweden
0.72%
🇮🇱 Israel
0.67%
🇸🇬 Singapore
0.52%
🇮🇪 Ireland
0.32%
🇰🇾 Cayman Islands
0.3%
🇳🇴 Norway
0.28%
🇧🇲 Bermuda
0.21%
🇭🇰 Hong Kong
0.17%
🇯🇵 Japan
0.15%

Dividends

Dividend Yield

0.99%

93 out of 225 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $API.L (245.08%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.09%	245.08%	-
T.US	0.04%	4.32%	$1.11
NAS.OL	0.04%	13.17%	-
EZJ.L	0.04%	1.97%	$0.05
PFE	0.04%	6.05%	$1.66
JNJ	0.04%	1.9%	$4.81
CWEN	0.03%	5.74%	$1.6
NLY	0.03%	12.49%	$2.6
O	0.03%	5.29%	$3.09
MRK	0.03%	2.24%	$3.04
KO	0.02%	2.36%	$1.89
NVO	0.02%	2.64%	$0.98
NG.L	0.02%	4.2%	$0.57
DIS	0.02%	1.42%	$0.75
QCOM	0.02%	2.13%	$3.25
BABA	0.02%	0.91%	$0.98
UNH	0.02%	2.25%	$7.74
PEP	0.02%	4.18%	$5.15
STAG	0.01%	4.03%	$1.47
HM-B.ST	0.01%	4.05%	$6.5
CVX.US	0.01%	3.35%	$6.28
XOM	0.01%	2.56%	$3.76
NESN.ZU	0.01%	3.96%	$3
HPE	0.01%	1.07%	$0.51
COP	0.01%	2.46%	$3.25
AES	0.01%	4.76%	$0.68
SON	0.01%	4.1%	$2.05
MCHP	0.01%	2.45%	$1.75
MBG.DE	0.01%	7.37%	$5.3
TTE.PA	0.01%	4.47%	$3.06
9988.HK	0.01%	0.93%	$0.98
DOW	0.01%	4.76%	$2.8
VZ	0.01%	5.57%	$2.66
SSTK	0.01%	24.04%	$1.14
DVN	0.01%	2.16%	$2.05
VOW3.DE	0.01%	6.43%	$9.06
BMW.DE	0.01%	6.99%	$6
DOC	0.01%	5.91%	$1.2
F	0.01%	4.1%	$0.78
LHA.DE	0.01%	4.22%	$0.3
ASC	0.01%	3.58%	$0.87
CARD.L	0.01%	6.82%	$0.05
LYB	0.01%	6.49%	$5.09
RXL.PA	0.01%	3.32%	$1.2
UPS	0.01%	6.41%	$6.5
SSABAH.HE	0.01%	1.92%	$0.43
EOG	0.01%	2.81%	$5.06
HAS	0.01%	3.03%	$2.8
0700.HK	0.01%	1.2%	$3.4
MTCH	0.01%	1.86%	-
APA	0.01%	2.34%	$1
PAH3.DE	0.01%	5.15%	$2.56
PII	0.01%	4.32%	$2.62
PYPL	0.01%	0.76%	-
EVRG	0.01%	3.38%	$2.54
MPC	0.01%	1.01%	$3.23
PSA	0.01%	3.97%	$12
NOMD	0.01%	5.84%	$0.3
HAL	0.01%	1.83%	$0.66
NXPI	0.01%	1.78%	$4.06
GIS	0.01%	6.37%	$2.36
GPC	0%	3.03%	$3.9
MDT.US	0%	3.03%	$2.77
AZN	0%	1.91%	$1.42
ST	0%	1.11%	$0.48
MSFT	0%	0.73%	$3
NUE	0%	0.85%	$2.13
9992.HK	0%	1.77%	-
NTES	0%	2.52%	$2.58
TM	0%	2.71%	$4.64
STMMI.MI	0%	0.7%	$0.28
SBUX	0%	2.36%	$2.24
MU	0%	0.05%	$0.46
HD	0%	2.88%	$8.52
AZN.L	0%	1.97%	$2.28
ABT.US	0%	2.29%	$2.16
NOVO-B.CO	0%	3.91%	$9.4
SYF	0%	1.5%	$1
META	0%	0.34%	$1
ALB	0%	1.29%	$1.6
CSL	0%	1.25%	$3.4
NVDA	0%	0.12%	$0.02
FMC	0%	6.32%	$2.32
RYAAY	0%	1.27%	$0.93
AAPL	0%	0.33%	$0.97
IFX.DE	0%	0.62%	$0.35
AMAT	0%	0.44%	$1.44
ASML.NV	0%	0.51%	$6.1
RR.L	0%	0.64%	-
INTU	0%	1.44%	$3.6
GOOG	0%	0.25%	$0.2
CHDN	0%	0.5%	$0.38
TMO	0%	0.3%	$1.48

Next Dividends

Stock	Type	Date	Pay Per Share
HM-B.ST	Ex-Dividend	Nov 4, 2026	$0.40
HM-B.ST	Pay Day	Nov 10, 2026	$0.40

Performance Metrics

Score 3.3/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-6.32

-7

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-6.32

-7

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.57

High:

CWEN

543.06

Low:

BIDU

-5,065.95

Details

PEG Ratio

62.83

High:

EVRG

3,613.94

Low:

CRWD

-5,401.66

Details

Price/Book

7.97

High:

PCT.US

177.83

Low:

MTCH

-41.66

Details

Price/Sales

7.04

High:

ROIV

3,537.28

Low:

PCVX

Details

Price/CF

21.97

High:

MSTR

7,511.07

Low:

AF.PA

0.88

Details

Price/FCF

44.37

High:

9988.HK

2,771.01

Low:

UBI.PA

2.09

Details

P/E Ratio

30.57

High:

CWEN

543.06

Low:

BIDU

-5,065.95

Details

PEG Ratio

62.83

High:

EVRG

3,613.94

Low:

CRWD

-5,401.66

Details

Price/Book

7.97

High:

PCT.US

177.83

Low:

MTCH

-41.66

Details

Worst Drawdowns

Depth	Start	End	Total months
-61.7%	Nov 2021	-	59
-8.63%	Sep 2021	Oct 2021	1
-6.52%	Apr 2021	Jun 2021	2
-0.06%	Oct 2020	Nov 2020	1
-0.03%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of Helena801021 on eToro

Helena801021

🇸🇪 Stock and Crypto 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

+2.03%

This Month

+17.83%

Year To Date

+80.65%

2 Years

+16.31%

5 Years

+58.87%

10 Years

+8.02%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
20.18%
🖥️ Technology Services
15.77%
🧬 Health Technology
14.38%
🪙 Cryptocurrencies
10.44%
🛍️ Retail Trade
5.09%
💇‍♀️ Consumer Services
4.55%
💵 Cash
4.37%
🚚 Transportation
3.84%
⛏️ Energy Minerals
3.11%
💰 Finance
2.4%
🚗 Consumer Durables
2.27%
💼 Commercial Services
1.91%
🍞 Consumer Non Durables
1.7%
⚡ Utilities
1.44%
🛠️ Producer Manufacturing
1.43%
🧪 Process Industries
1.22%
📡 Communications
1.12%
📊 ETFs
0.79%
🏥 Health Services
0.7%
🧩 Miscellaneous
0.68%
🪨 Non Energy Minerals
0.54%
📦 Distribution Services
0.38%
🏭 Industrial Services
0.36%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
45.16%
🇺🇸 NYSE
29.09%
🌍 Digital Currency
10.44%
🇬🇧 LSE
2.79%
🇭🇰 Hong Kong Exchanges
2.05%
🇩🇪 FRA
0.98%
🇫🇷 Euronext Paris
0.9%
🇮🇹 Borsa Italiana
0.68%
🇺🇸 Chicago Board Options Exchange
0.44%
🇸🇪 Stockholm Stock Exchange
0.36%
🇫🇮 Helsinki Stock Exchange
0.36%
🇳🇱 Euronext Amsterdam
0.32%
🇨🇭 SIX
0.31%
🇳🇴 Oslo Stock Exchange
0.28%
🇺🇸 OTC Markets Stock Exchange
0.09%
🇩🇰 Copenhagen Stock Exchange
0.07%

Countries Breakdown

Country
Total

🇺🇸 United States
62.16%
🇨🇳 China
5.46%
🇬🇧 United Kingdom
4.83%
🇳🇱 Netherlands
1.78%
🇩🇪 Germany
1.43%
🇨🇦 Canada
1.22%
🇨🇭 Switzerland
1.14%
🇫🇷 France
0.9%
🇩🇰 Denmark
0.81%
🇸🇪 Sweden
0.72%
🇮🇱 Israel
0.67%
🇸🇬 Singapore
0.52%
🇮🇪 Ireland
0.32%
🇰🇾 Cayman Islands
0.3%
🇳🇴 Norway
0.28%
🇧🇲 Bermuda
0.21%
🇭🇰 Hong Kong
0.17%
🇯🇵 Japan
0.15%

Dividends

Dividend Yield

0.99%

93 out of 225 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $API.L (245.08%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
API.L	0.09%	245.08%	-
T.US	0.04%	4.32%	$1.11
NAS.OL	0.04%	13.17%	-
EZJ.L	0.04%	1.97%	$0.05
PFE	0.04%	6.05%	$1.66
JNJ	0.04%	1.9%	$4.81
CWEN	0.03%	5.74%	$1.6
NLY	0.03%	12.49%	$2.6
O	0.03%	5.29%	$3.09
MRK	0.03%	2.24%	$3.04
KO	0.02%	2.36%	$1.89
NVO	0.02%	2.64%	$0.98
NG.L	0.02%	4.2%	$0.57
DIS	0.02%	1.42%	$0.75
QCOM	0.02%	2.13%	$3.25
BABA	0.02%	0.91%	$0.98
UNH	0.02%	2.25%	$7.74
PEP	0.02%	4.18%	$5.15
STAG	0.01%	4.03%	$1.47
HM-B.ST	0.01%	4.05%	$6.5
CVX.US	0.01%	3.35%	$6.28
XOM	0.01%	2.56%	$3.76
NESN.ZU	0.01%	3.96%	$3
HPE	0.01%	1.07%	$0.51
COP	0.01%	2.46%	$3.25
AES	0.01%	4.76%	$0.68
SON	0.01%	4.1%	$2.05
MCHP	0.01%	2.45%	$1.75
MBG.DE	0.01%	7.37%	$5.3
TTE.PA	0.01%	4.47%	$3.06
9988.HK	0.01%	0.93%	$0.98
DOW	0.01%	4.76%	$2.8
VZ	0.01%	5.57%	$2.66
SSTK	0.01%	24.04%	$1.14
DVN	0.01%	2.16%	$2.05
VOW3.DE	0.01%	6.43%	$9.06
BMW.DE	0.01%	6.99%	$6
DOC	0.01%	5.91%	$1.2
F	0.01%	4.1%	$0.78
LHA.DE	0.01%	4.22%	$0.3
ASC	0.01%	3.58%	$0.87
CARD.L	0.01%	6.82%	$0.05
LYB	0.01%	6.49%	$5.09
RXL.PA	0.01%	3.32%	$1.2
UPS	0.01%	6.41%	$6.5
SSABAH.HE	0.01%	1.92%	$0.43
EOG	0.01%	2.81%	$5.06
HAS	0.01%	3.03%	$2.8
0700.HK	0.01%	1.2%	$3.4
MTCH	0.01%	1.86%	-
APA	0.01%	2.34%	$1
PAH3.DE	0.01%	5.15%	$2.56
PII	0.01%	4.32%	$2.62
PYPL	0.01%	0.76%	-
EVRG	0.01%	3.38%	$2.54
MPC	0.01%	1.01%	$3.23
PSA	0.01%	3.97%	$12
NOMD	0.01%	5.84%	$0.3
HAL	0.01%	1.83%	$0.66
NXPI	0.01%	1.78%	$4.06
GIS	0.01%	6.37%	$2.36
GPC	0%	3.03%	$3.9
MDT.US	0%	3.03%	$2.77
AZN	0%	1.91%	$1.42
ST	0%	1.11%	$0.48
MSFT	0%	0.73%	$3
NUE	0%	0.85%	$2.13
9992.HK	0%	1.77%	-
NTES	0%	2.52%	$2.58
TM	0%	2.71%	$4.64
STMMI.MI	0%	0.7%	$0.28
SBUX	0%	2.36%	$2.24
MU	0%	0.05%	$0.46
HD	0%	2.88%	$8.52
AZN.L	0%	1.97%	$2.28
ABT.US	0%	2.29%	$2.16
NOVO-B.CO	0%	3.91%	$9.4
SYF	0%	1.5%	$1
META	0%	0.34%	$1
ALB	0%	1.29%	$1.6
CSL	0%	1.25%	$3.4
NVDA	0%	0.12%	$0.02
FMC	0%	6.32%	$2.32
RYAAY	0%	1.27%	$0.93
AAPL	0%	0.33%	$0.97
IFX.DE	0%	0.62%	$0.35
AMAT	0%	0.44%	$1.44
ASML.NV	0%	0.51%	$6.1
RR.L	0%	0.64%	-
INTU	0%	1.44%	$3.6
GOOG	0%	0.25%	$0.2
CHDN	0%	0.5%	$0.38
TMO	0%	0.3%	$1.48

Next Dividends

Stock	Type	Date	Pay Per Share
HM-B.ST	Ex-Dividend	Nov 4, 2026	$0.40
HM-B.ST	Pay Day	Nov 10, 2026	$0.40

Performance Metrics

Score 3.3/10

Beta

1.4

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-6.32

-7

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.4

0.8

1.2

Sharpe Ratio

0.29

0.5

1.5

Sortino Ratio

0.51

Jensen's Alpha

-6.32

-7

4.5

Omega Ratio

0.95

1.5

2.5

Treynor Ratio

0.64

0.75

1.25

Information Ratio

-0.05

-1

0.3

0.6

Calmar Ratio

7.04

High:

ROIV

3,537.28

Low:

PCVX

Details

Price/CF

21.97

High:

MSTR

7,511.07

Low:

AF.PA

0.88

Details

Price/FCF

44.37

High:

9988.HK

2,771.01

Low:

UBI.PA

2.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-61.7%	Nov 2021	-	59
-8.63%	Sep 2021	Oct 2021	1
-6.52%	Apr 2021	Jun 2021	2
-0.06%	Oct 2020	Nov 2020	1
-0.03%	Jul 2021	Aug 2021	1