Portfolio of Karlo

Karlo_s

🇬🇧 Stock and ETF Multi-Strategy Investor.

223 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-3.99%

This Month

+3.34%

Year To Date

+43.71%

2 Years

+88.9%

5 Years

+263.05%

10 Years

+21.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.16%
💻 Electronic Technology
15.35%
🖥️ Technology Services
13.16%
🪨 Non Energy Minerals
10.22%
💰 Finance
9.97%
⛏️ Energy Minerals
7.52%
🛍️ Retail Trade
5.48%
🧩 Miscellaneous
3.2%
🚗 Consumer Durables
3.07%
🚚 Transportation
1.69%
💇‍♀️ Consumer Services
1.11%
🍞 Consumer Non Durables
0.54%
💼 Commercial Services
0.3%
💵 Cash
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.14%
🇺🇸 Nasdaq
37.29%
🇨🇭 SIX
3.68%
🇬🇧 LSE
2.6%
🇩🇪 Xetra ETFs
1.26%
🇦🇺 Sydney
0.81%

Countries Breakdown

Country
Total

🇺🇸 United States
50.71%
🇨🇦 Canada
5.73%
🇨🇭 Switzerland
3.68%
🇬🇧 United Kingdom
2.83%
🇯🇵 Japan
2.64%
🇦🇺 Australia
1.62%
🇮🇪 Ireland
1.28%
🇨🇳 China
0.47%
🇮🇱 Israel
0.13%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.03%

37 out of 64 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBRA	0.25%	5.93%	$1.2
ZURN.ZU	0.2%	5.53%	$26
XOM	0.13%	2.69%	$3.76
RIO	0.04%	4.15%	$4.34
AAPL	0.03%	0.4%	$0.97
MSFT	0.03%	0.86%	$3
B	0.03%	1.81%	$0.4
BBOX.L	0.03%	4.74%	$0.07
CVX	0.03%	3.71%	$6.28
BHP	0.03%	3.37%	$3.01
GOOG	0.02%	0.28%	$0.2
CPG.L	0.02%	2.18%	$0.44
MNODL.L	0.02%	473.72%	-
KO	0.01%	2.64%	$1.89
RYAAY	0.01%	1.08%	$0.93
NHC.ASX	0.01%	6.83%	$0.38
SONY	0.01%	0.48%	$0.49
LOW	0.01%	1.85%	$4.45
EZJ.L	0.01%	3.11%	$0.05
GD	0.01%	1.65%	$5.48
HII	0.01%	1.26%	$5.14
NEM	0.01%	0.85%	$1.3
SMR.ASX	0.01%	4.29%	-
FCX	0.01%	0.92%	$0.6
MA	0.01%	0.62%	$2.46
V	0.01%	0.78%	$2.01
NOC	0.01%	1.23%	$7.67
CCJ	0.01%	0.15%	$0.09
META	0.01%	0.32%	$1
YAL.ASX	0%	2.9%	-
BABA	0%	0.79%	$0.98
DIS	0%	1.46%	$0.75
WHC.ASX	0%	1.15%	$0.49
CNR	0%	0.43%	$1.1
PYPL	0%	0.6%	-
HCC	0%	0.38%	$0.3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.3/10

Beta

0.83

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.03

Jensen's Alpha

9.75

-2

Omega Ratio

1.94

1.5

2.5

Treynor Ratio

1.92

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.03

Jensen's Alpha

9.75

-2

Omega Ratio

1.94

1.5

2.5

Treynor Ratio

1.92

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.96

High:

TSLA

377.27

Low:

INTC

-556.53

Details

PEG Ratio

107.32

High:

NOC

939.75

Low:

INTC

-566.72

Details

Price/Book

10.11

High:

60.42

Low:

LOW

-14.63

Details

Price/Sales

6.97

High:

UEC

141.46

Low:

WIZZ.L

0.3

Details

Price/CF

23.51

High:

TSLA

107.92

Low:

MNODL.L

0.75

Details

Price/FCF

52.93

High:

BABA

1,196.17

Low:

WIZZ.L

3.2

Details

P/E Ratio

30.96

High:

TSLA

377.27

Low:

INTC

-556.53

Details

PEG Ratio

107.32

High:

NOC

939.75

Low:

INTC

-566.72

Details

Worst Drawdowns

Depth	Start	End	Total months
-26.53%	Jan 2022	Jan 2024	24
-12.09%	Sep 2020	Nov 2020	2
-5.31%	Dec 2024	Jun 2025	6
-3.99%	Mar 2026	-	1
-3.07%	Apr 2024	May 2024	1
-2.53%	Jan 2021	Feb 2021	1
-2.3%	Sep 2021	Oct 2021	1
-0.67%	Mar 2020	Apr 2020	1
-0.52%	Nov 2021	Dec 2021	1
-0.08%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of Karlo_s on eToro

Karlo_s

🇬🇧 Stock and ETF Multi-Strategy Investor.

223 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-3.99%

This Month

+3.34%

Year To Date

+43.71%

2 Years

+88.9%

5 Years

+263.05%

10 Years

+21.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
28.16%
💻 Electronic Technology
15.35%
🖥️ Technology Services
13.16%
🪨 Non Energy Minerals
10.22%
💰 Finance
9.97%
⛏️ Energy Minerals
7.52%
🛍️ Retail Trade
5.48%
🧩 Miscellaneous
3.2%
🚗 Consumer Durables
3.07%
🚚 Transportation
1.69%
💇‍♀️ Consumer Services
1.11%
🍞 Consumer Non Durables
0.54%
💼 Commercial Services
0.3%
💵 Cash
0.14%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
54.14%
🇺🇸 Nasdaq
37.29%
🇨🇭 SIX
3.68%
🇬🇧 LSE
2.6%
🇩🇪 Xetra ETFs
1.26%
🇦🇺 Sydney
0.81%

Countries Breakdown

Country
Total

🇺🇸 United States
50.71%
🇨🇦 Canada
5.73%
🇨🇭 Switzerland
3.68%
🇬🇧 United Kingdom
2.83%
🇯🇵 Japan
2.64%
🇦🇺 Australia
1.62%
🇮🇪 Ireland
1.28%
🇨🇳 China
0.47%
🇮🇱 Israel
0.13%
🇷🇺 Russia
0%

Dividends

Dividend Yield

1.03%

37 out of 64 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MNODL.L (473.72%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBRA	0.25%	5.93%	$1.2
ZURN.ZU	0.2%	5.53%	$26
XOM	0.13%	2.69%	$3.76
RIO	0.04%	4.15%	$4.34
AAPL	0.03%	0.4%	$0.97
MSFT	0.03%	0.86%	$3
B	0.03%	1.81%	$0.4
BBOX.L	0.03%	4.74%	$0.07
CVX	0.03%	3.71%	$6.28
BHP	0.03%	3.37%	$3.01
GOOG	0.02%	0.28%	$0.2
CPG.L	0.02%	2.18%	$0.44
MNODL.L	0.02%	473.72%	-
KO	0.01%	2.64%	$1.89
RYAAY	0.01%	1.08%	$0.93
NHC.ASX	0.01%	6.83%	$0.38
SONY	0.01%	0.48%	$0.49
LOW	0.01%	1.85%	$4.45
EZJ.L	0.01%	3.11%	$0.05
GD	0.01%	1.65%	$5.48
HII	0.01%	1.26%	$5.14
NEM	0.01%	0.85%	$1.3
SMR.ASX	0.01%	4.29%	-
FCX	0.01%	0.92%	$0.6
MA	0.01%	0.62%	$2.46
V	0.01%	0.78%	$2.01
NOC	0.01%	1.23%	$7.67
CCJ	0.01%	0.15%	$0.09
META	0.01%	0.32%	$1
YAL.ASX	0%	2.9%	-
BABA	0%	0.79%	$0.98
DIS	0%	1.46%	$0.75
WHC.ASX	0%	1.15%	$0.49
CNR	0%	0.43%	$1.1
PYPL	0%	0.6%	-
HCC	0%	0.38%	$0.3
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 8.3/10

Beta

0.83

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.03

Jensen's Alpha

9.75

-2

Omega Ratio

1.94

1.5

2.5

Treynor Ratio

1.92

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

0.84

0.3

0.6

Beta

0.83

0.8

1.2

Sharpe Ratio

1.13

0.5

Sortino Ratio

2.03

Jensen's Alpha

9.75

-2

Omega Ratio

1.94

1.5

2.5

Treynor Ratio

1.92

0.75

1.25

Information Ratio

0.7

0.3

0.6

Calmar Ratio

10.11

High:

60.42

Low:

LOW

-14.63

Details

Price/Sales

6.97

High:

UEC

141.46

Low:

WIZZ.L

0.3

Details

Price/CF

23.51

High:

TSLA

107.92

Low:

MNODL.L

0.75

Details

Price/FCF

52.93

High:

BABA

1,196.17

Low:

WIZZ.L

3.2

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-26.53%	Jan 2022	Jan 2024	24
-12.09%	Sep 2020	Nov 2020	2
-5.31%	Dec 2024	Jun 2025	6
-3.99%	Mar 2026	-	1
-3.07%	Apr 2024	May 2024	1
-2.53%	Jan 2021	Feb 2021	1
-2.3%	Sep 2021	Oct 2021	1
-0.67%	Mar 2020	Apr 2020	1
-0.52%	Nov 2021	Dec 2021	1
-0.08%	Oct 2024	Nov 2024	1