Portfolio of JamBergMann on eToro

JamBergMann

🇩🇪 Stock Momentum 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

-6.75%

This Month

+1.98%

Year To Date

-47.68%

2 Years

+43.6%

5 Years

+43.6%

10 Years

+15.57%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛠️ Producer Manufacturing
29.37%
💵 Cash
21.59%
🏭 Industrial Services
15.99%
💻 Electronic Technology
14.84%
🧬 Health Technology
11.98%
🖥️ Technology Services
4.41%
💰 Finance
1.33%
🍞 Consumer Non Durables
1.05%
💼 Commercial Services
0.72%
🧪 Process Industries
0.71%
🛍️ Retail Trade
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55.47%
🇺🇸 Nasdaq
25.23%

Countries Breakdown

Country
Total

🇺🇸 United States
80.7%

Dividends

Dividend Yield

10 out of 19 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LLY (0.62%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LLY	0.04%	0.62%	$4.86
GEV	0.04%	0.18%	-
FTAI	0.03%	0.48%	$1.2
PRIM	0.02%	0.22%	$0.24
WWD	0.02%	0.3%	$0.94
FIX	0.01%	0.16%	$1.02
WDC	0%	0.17%	-
AJG	-0.02%	-1.17%	$-2.3
FMC	-0.07%	-9.65%	$-2.32
SWKS	-0.07%	-5.04%	$-2.72

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.6/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

6.19

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

6.19

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

46.23

High:

SMTC

295.04

Low:

TERN

-41.21

Details

PEG Ratio

42.61

High:

SMTC

287.12

Low:

TERN

-331.11

Details

Price/Book

23.43

High:

FTAI

86.86

Low:

FMC

0.83

Details

Price/Sales

8.38

High:

LLY

14.55

Low:

TERN

Details

Price/CF

44.69

High:

MYGN

318.77

Low:

SWKS

7.35

Details

Price/FCF

87.55

High:

LLY

282.99

Low:

SMPL

11.19

Details

P/E Ratio

46.23

High:

SMTC

295.04

Low:

TERN

-41.21

Details

PEG Ratio

42.61

High:

SMTC

287.12

Low:

TERN

-331.11

Details

Price/Book

23.43

High:

FTAI

86.86

Low:

FMC

0.83

Details

Worst Drawdowns

Depth	Start	End	Total months
-48.71%	Apr 2024	-	24
-17.9%	Aug 2023	Oct 2023	2
-14.97%	Jan 2024	Feb 2024	1
-10.16%	Jun 2023	Jul 2023	1

Monthly Performance

Portfolio of JamBergMann on eToro

JamBergMann

🇩🇪 Stock Momentum 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

-6.75%

This Month

+1.98%

Year To Date

-47.68%

2 Years

+43.6%

5 Years

+43.6%

10 Years

+15.57%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🛠️ Producer Manufacturing
29.37%
💵 Cash
21.59%
🏭 Industrial Services
15.99%
💻 Electronic Technology
14.84%
🧬 Health Technology
11.98%
🖥️ Technology Services
4.41%
💰 Finance
1.33%
🍞 Consumer Non Durables
1.05%
💼 Commercial Services
0.72%
🧪 Process Industries
0.71%
🛍️ Retail Trade
0.3%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
55.47%
🇺🇸 Nasdaq
25.23%

Countries Breakdown

Country
Total

🇺🇸 United States
80.7%

Dividends

Dividend Yield

10 out of 19 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $LLY (0.62%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
LLY	0.04%	0.62%	$4.86
GEV	0.04%	0.18%	-
FTAI	0.03%	0.48%	$1.2
PRIM	0.02%	0.22%	$0.24
WWD	0.02%	0.3%	$0.94
FIX	0.01%	0.16%	$1.02
WDC	0%	0.17%	-
AJG	-0.02%	-1.17%	$-2.3
FMC	-0.07%	-9.65%	$-2.32
SWKS	-0.07%	-5.04%	$-2.72

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.6/10

Beta

1.23

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

6.19

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

0.34

0.3

0.6

Beta

1.23

0.8

1.2

Sharpe Ratio

0.41

0.5

1.5

Sortino Ratio

1.09

Jensen's Alpha

6.19

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

1.63

0.75

1.25

Information Ratio

0.17

0.3

0.6

Calmar Ratio

8.38

High:

LLY

14.55

Low:

TERN

Details

Price/CF

44.69

High:

MYGN

318.77

Low:

SWKS

7.35

Details

Price/FCF

87.55

High:

LLY

282.99

Low:

SMPL

11.19

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-48.71%	Apr 2024	-	24
-17.9%	Aug 2023	Oct 2023	2
-14.97%	Jan 2024	Feb 2024	1
-10.16%	Jun 2023	Jul 2023	1