Portfolio of JanneWallenius on eToro

JanneWallenius

🇫🇮 Stock Growth 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

+0.13%

This Month

+0.13%

Year To Date

+22.66%

2 Years

+22.66%

5 Years

+22.66%

10 Years

+16.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
50.57%
🛠️ Producer Manufacturing
21.45%
🧬 Health Technology
19.35%
💻 Electronic Technology
8.5%
💵 Cash
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.01%
🇺🇸 Nasdaq
26.41%
🇭🇰 Hong Kong Exchanges
21.45%

Countries Breakdown

Country
Total

🇺🇸 United States
48.38%
🇨🇳 China
21.45%
🇰🇿 Kazakhstan
17.91%
🇩🇰 Denmark
12.12%

Dividends

Dividend Yield

1.17%

5 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QCOM (2.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAC	0.38%	2.09%	$0.96
01211.HK	0.3%	1.42%	$3.41
NVO	0.25%	2.04%	$0.98
QCOM	0.2%	2.34%	$3.25
DHR	0.04%	0.58%	$1.05

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.21

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.9

Jensen's Alpha

3.92

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

2.81

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Beta

0.21

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.9

Jensen's Alpha

3.92

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

2.81

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

15.95

High:

DHR

44.48

Low:

KSPI

7.16

Details

PEG Ratio

278.43

High:

KSPI

649.61

Low:

BAC

69.24

Details

Price/Book

1.76

High:

NVO

10.02

Low:

BAC

1.35

Details

Price/Sales

2.38

High:

DHR

6.5

Low:

01211.HK

1.03

Details

Price/CF

14.3

High:

BRK.B

27.53

Low:

KSPI

2.47

Details

Price/FCF

26.87

High:

NVO

113.51

Low:

KSPI

2.72

Details

P/E Ratio

15.95

High:

DHR

44.48

Low:

KSPI

7.16

Details

PEG Ratio

278.43

High:

KSPI

649.61

Low:

BAC

69.24

Details

Price/Book

1.76

High:

NVO

10.02

Low:

BAC

1.35

Details

Price/Sales

2.38

High:

DHR

6.5

Low:

01211.HK

1.03

Details

Price/CF

14.3

High:

BRK.B

27.53

Low:

KSPI

2.47

Details

Price/FCF

26.87

High:

NVO

113.51

Low:

KSPI

2.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-11.02%	Oct 2024	Feb 2025	4
-9.81%	Mar 2025	-	11

Monthly Performance

Portfolio of JanneWallenius on eToro

JanneWallenius

🇫🇮 Stock Growth 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

+0.13%

This Month

+0.13%

Year To Date

+22.66%

2 Years

+22.66%

5 Years

+22.66%

10 Years

+16.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
50.57%
🛠️ Producer Manufacturing
21.45%
🧬 Health Technology
19.35%
💻 Electronic Technology
8.5%
💵 Cash
0.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
52.01%
🇺🇸 Nasdaq
26.41%
🇭🇰 Hong Kong Exchanges
21.45%

Countries Breakdown

Country
Total

🇺🇸 United States
48.38%
🇨🇳 China
21.45%
🇰🇿 Kazakhstan
17.91%
🇩🇰 Denmark
12.12%

Dividends

Dividend Yield

1.17%

5 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QCOM (2.34%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BAC	0.38%	2.09%	$0.96
01211.HK	0.3%	1.42%	$3.41
NVO	0.25%	2.04%	$0.98
QCOM	0.2%	2.34%	$3.25
DHR	0.04%	0.58%	$1.05

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.1/10

Beta

0.21

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.9

Jensen's Alpha

3.92

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

2.81

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Beta

0.21

0.8

1.2

Sharpe Ratio

0.52

0.5

1.5

Sortino Ratio

0.9

Jensen's Alpha

3.92

-2

4.5

Omega Ratio

0.68

1.5

2.5

Treynor Ratio

2.81

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

113.51

Low:

KSPI

2.72

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-11.02%	Oct 2024	Feb 2025	4
-9.81%	Mar 2025	-	11