Portfolio of JamesBarrell on eToro

JamesBarrell

🇯🇪 Stock Long/Short 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

+6.29%

This Month

-14.48%

Year To Date

-13.98%

2 Years

-49.33%

5 Years

-1.63%

10 Years

-0.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
94.68%
🚚 Transportation
2.87%
⚡ Utilities
2.33%
🚗 Consumer Durables
0.11%
🧬 Health Technology
0%
🍞 Consumer Non Durables
0%
💻 Electronic Technology
0%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
97.65%
🇩🇰 Copenhagen Stock Exchange
2.33%
🇺🇸 Nasdaq
0.01%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
97.65%
🇩🇰 Denmark
2.33%
🇺🇸 United States
0.01%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

10.81%

2 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIG.L (11.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TRIG.L	10.72%	11.32%	$0.07
EZJ.L	0.1%	3.34%	$0.05

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.72

0.8

1.2

Sharpe Ratio

-0.08

-1

0.5

1.5

Sortino Ratio

-0.11

-1

Jensen's Alpha

-10.92

-11

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.24

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

-0.08

-1

0.5

1.5

Sortino Ratio

-0.11

-1

Jensen's Alpha

-10.92

-11

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.24

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

-22.36

High:

ORSTED.CO

61.08

Low:

TRIG.L

-12.45

Details

PEG Ratio

39.95

High:

EZJ.L

56.92

Low:

EVFM

-1.12

Details

Price/Book

0.78

High:

ORSTED.CO

1.8

Low:

TBLT

-0.12

Details

Price/Sales

3.74

High:

TRIG.L

12.66

Low:

SUNWQ

Details

Price/CF

9.23

High:

AML.L

100.75

Low:

EZJ.L

2.05

Details

Price/FCF

70.02

High:

TRIG.L

247.65

Low:

EZJ.L

4.94

Details

P/E Ratio

-22.36

High:

ORSTED.CO

61.08

Low:

TRIG.L

-12.45

Details

PEG Ratio

39.95

High:

EZJ.L

56.92

Low:

EVFM

-1.12

Details

Price/Book

0.78

High:

ORSTED.CO

1.8

Low:

TBLT

-0.12

Details

Worst Drawdowns

Depth	Start	End	Total months
-59.97%	Jul 2021	-	58
-2.74%	Jul 2020	Aug 2020	1
-2.57%	Sep 2020	Nov 2020	2
-2.57%	Feb 2021	Jun 2021	4

Monthly Performance

Portfolio of JamesBarrell on eToro

JamesBarrell

🇯🇪 Stock Long/Short 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

+6.29%

This Month

-14.48%

Year To Date

-13.98%

2 Years

-49.33%

5 Years

-1.63%

10 Years

-0.29%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
94.68%
🚚 Transportation
2.87%
⚡ Utilities
2.33%
🚗 Consumer Durables
0.11%
🧬 Health Technology
0%
🍞 Consumer Non Durables
0%
💻 Electronic Technology
0%

Exchanges Breakdown

Exchange
Total

🇬🇧 LSE
97.65%
🇩🇰 Copenhagen Stock Exchange
2.33%
🇺🇸 Nasdaq
0.01%

Countries Breakdown

Country
Total

🇬🇧 United Kingdom
97.65%
🇩🇰 Denmark
2.33%
🇺🇸 United States
0.01%
🇱🇺 Luxembourg
0%

Dividends

Dividend Yield

10.81%

2 out of 9 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TRIG.L (11.32%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
TRIG.L	10.72%	11.32%	$0.07
EZJ.L	0.1%	3.34%	$0.05

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.6/10

Beta

0.72

0.8

1.2

Sharpe Ratio

-0.08

-1

0.5

1.5

Sortino Ratio

-0.11

-1

Jensen's Alpha

-10.92

-11

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.24

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.72

0.8

1.2

Sharpe Ratio

-0.08

-1

0.5

1.5

Sortino Ratio

-0.11

-1

Jensen's Alpha

-10.92

-11

4.5

Omega Ratio

0.61

1.5

2.5

Treynor Ratio

-0.24

-1

0.75

1.25

Information Ratio

-0.62

-1

0.3

0.6

Calmar Ratio

3.74

High:

TRIG.L

12.66

Low:

SUNWQ

Details

Price/CF

9.23

High:

AML.L

100.75

Low:

EZJ.L

2.05

Details

Price/FCF

70.02

High:

TRIG.L

247.65

Low:

EZJ.L

4.94

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-59.97%	Jul 2021	-	58
-2.74%	Jul 2020	Aug 2020	1
-2.57%	Sep 2020	Nov 2020	2
-2.57%	Feb 2021	Jun 2021	4