Portfolio of JorgeBSOLAZ on eToro

JorgeBSOLAZ

🇪🇸 Diversified ETF 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

+2.36%

This Month

-3.9%

Year To Date

+15.68%

2 Years

+3.49%

5 Years

+3.49%

10 Years

+1.34%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
61.99%
🧩 Miscellaneous
36.78%
🖥️ Technology Services
1.05%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇩🇪 Xetra ETFs
62.27%
🇬🇧 LSE
34.68%
🇺🇸 NYSE
1.83%
🇺🇸 Nasdaq
1.05%

Countries Breakdown

Country
Total

🇮🇱 Israel
1.05%

Dividends

Dividend Yield

1 out of 25 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IDVY.L (0.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IDVY.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.1/10

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.01

-1

0.5

1.5

Sortino Ratio

-0.01

-1

Jensen's Alpha

-16.88

-17

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-1.33

-2

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.01

-1

0.5

1.5

Sortino Ratio

-0.01

-1

Jensen's Alpha

-16.88

-17

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-1.33

-2

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

11.64

High:

ETOR

11.64

Low:

ETOR

11.64

Details

PEG Ratio

149.2

High:

ETOR

149.2

Low:

ETOR

149.2

Details

Price/Book

1.54

High:

ETOR

1.54

Low:

ETOR

1.54

Details

Price/Sales

3.28

High:

ETOR

3.28

Low:

ETOR

3.28

Details

Price/CF

12.57

High:

ETOR

12.57

Low:

ETOR

12.57

Details

Price/FCF

12.81

High:

ETOR

12.81

Low:

ETOR

12.81

Details

P/E Ratio

11.64

High:

ETOR

11.64

Low:

ETOR

11.64

Details

PEG Ratio

149.2

High:

ETOR

149.2

Low:

ETOR

149.2

Details

Price/Book

1.54

High:

ETOR

1.54

Low:

ETOR

1.54

Details

Price/Sales

3.28

High:

ETOR

3.28

Low:

ETOR

3.28

Details

Price/CF

12.57

High:

ETOR

12.57

Low:

ETOR

12.57

Details

Price/FCF

12.81

High:

ETOR

12.81

Low:

ETOR

12.81

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.92%	Aug 2023	-	33
-2.45%	Apr 2023	Jun 2023	2

Monthly Performance

Portfolio of JorgeBSOLAZ on eToro

JorgeBSOLAZ

🇪🇸 Diversified ETF 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

+2.36%

This Month

-3.9%

Year To Date

+15.68%

2 Years

+3.49%

5 Years

+3.49%

10 Years

+1.34%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
61.99%
🧩 Miscellaneous
36.78%
🖥️ Technology Services
1.05%
💵 Cash
0.17%

Exchanges Breakdown

Exchange
Total

🇩🇪 Xetra ETFs
62.27%
🇬🇧 LSE
34.68%
🇺🇸 NYSE
1.83%
🇺🇸 Nasdaq
1.05%

Countries Breakdown

Country
Total

🇮🇱 Israel
1.05%

Dividends

Dividend Yield

1 out of 25 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IDVY.L (0.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IDVY.L	0%	0.04%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.1/10

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.01

-1

0.5

1.5

Sortino Ratio

-0.01

-1

Jensen's Alpha

-16.88

-17

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-1.33

-2

0.3

0.6

Calmar Ratio

0.12

0.3

0.6

Beta

1.19

0.8

1.2

Sharpe Ratio

-0.01

-1

0.5

1.5

Sortino Ratio

-0.01

-1

Jensen's Alpha

-16.88

-17

4.5

Omega Ratio

0.35

1.5

2.5

Treynor Ratio

-0.01

-1

0.75

1.25

Information Ratio

-1.33

-2

0.3

0.6

Calmar Ratio

12.81

Low:

ETOR

12.81

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.92%	Aug 2023	-	33
-2.45%	Apr 2023	Jun 2023	2