Portfolio of MemoBeltran on eToro

MemoBeltran

🇲🇽 Stock and Crypto Multi-Strategy Investor.

27 copiers.

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

Summary

+1.58%

This Month

+1.58%

Year To Date

+11.55%

2 Years

-10.6%

5 Years

+554.95%

10 Years

-1.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.44%
🛍️ Retail Trade
20.77%
🪙 Cryptocurrencies
18.34%
💼 Commercial Services
13.49%
💇‍♀️ Consumer Services
10.49%
💵 Cash
6.22%
🧬 Health Technology
3.02%
🚗 Consumer Durables
1.71%
💻 Electronic Technology
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.37%
🇺🇸 NYSE
20.13%
🌍 Digital Currency
18.34%
🇭🇰 Hong Kong Exchanges
6.53%
🇩🇪 FRA
2.2%

Countries Breakdown

Country
Total

🇺🇸 United States
51.66%
🇨🇳 China
15.79%
🇩🇪 Germany
2.2%
🇭🇰 Hong Kong
1.72%
🇮🇱 Israel
0.87%

Dividends

Dividend Yield

0.4%

9 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SBUX (2.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBUX	0.15%	2.64%	$2.24
MCD	0.11%	2.38%	$6.53
EA	0.04%	0.37%	$0.76
BABA	0.03%	0.62%	$0.98
0700.HK	0.02%	0.75%	$3.4
PYPL	0.02%	0.25%	-
9988.HK	0.01%	0.63%	$0.98
BAYN.DE	0.01%	0.26%	$0.11
00285.HK	0.01%	1.81%	$0.59

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.5/10

Beta

1.15

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.28

Jensen's Alpha

8.23

-2

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.57

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.28

Jensen's Alpha

8.23

-2

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.57

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.12

High:

TSLA

280.13

Low:

BAYN.DE

-212.98

Details

PEG Ratio

115.94

High:

MCD

898.84

Low:

BAYN.DE

-274.79

Details

Price/Book

5.98

High:

TSLA

17.43

Low:

MCD

-99.7

Details

Price/Sales

3.76

High:

TSLA

15.46

Low:

00285.HK

0.39

Details

Price/CF

19.61

High:

TSLA

99.57

Low:

00285.HK

4.13

Details

Price/FCF

98.12

High:

SBUX

1,256.06

Low:

00285.HK

5.79

Details

P/E Ratio

32.12

High:

TSLA

280.13

Low:

BAYN.DE

-212.98

Details

PEG Ratio

115.94

High:

MCD

898.84

Low:

BAYN.DE

-274.79

Details

Price/Book

5.98

High:

TSLA

17.43

Low:

MCD

-99.7

Details

Price/Sales

3.76

High:

TSLA

15.46

Low:

00285.HK

0.39

Details

Price/CF

19.61

High:

TSLA

99.57

Low:

00285.HK

4.13

Details

Price/FCF

98.12

High:

SBUX

1,256.06

Low:

00285.HK

5.79

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-87.36%	Mar 2014	Nov 2020	80
-51.03%	Nov 2021	-	51
-8.14%	May 2021	Oct 2021	5

Monthly Performance

Portfolio of MemoBeltran on eToro

MemoBeltran

🇲🇽 Stock and Crypto Multi-Strategy Investor.

27 copiers.

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

Summary

+1.58%

This Month

+1.58%

Year To Date

+11.55%

2 Years

-10.6%

5 Years

+554.95%

10 Years

-1.06%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
22.44%
🛍️ Retail Trade
20.77%
🪙 Cryptocurrencies
18.34%
💼 Commercial Services
13.49%
💇‍♀️ Consumer Services
10.49%
💵 Cash
6.22%
🧬 Health Technology
3.02%
🚗 Consumer Durables
1.71%
💻 Electronic Technology
0.31%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.37%
🇺🇸 NYSE
20.13%
🌍 Digital Currency
18.34%
🇭🇰 Hong Kong Exchanges
6.53%
🇩🇪 FRA
2.2%

Countries Breakdown

Country
Total

🇺🇸 United States
51.66%
🇨🇳 China
15.79%
🇩🇪 Germany
2.2%
🇭🇰 Hong Kong
1.72%
🇮🇱 Israel
0.87%

Dividends

Dividend Yield

0.4%

9 out of 33 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SBUX (2.64%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SBUX	0.15%	2.64%	$2.24
MCD	0.11%	2.38%	$6.53
EA	0.04%	0.37%	$0.76
BABA	0.03%	0.62%	$0.98
0700.HK	0.02%	0.75%	$3.4
PYPL	0.02%	0.25%	-
9988.HK	0.01%	0.63%	$0.98
BAYN.DE	0.01%	0.26%	$0.11
00285.HK	0.01%	1.81%	$0.59

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.5/10

Beta

1.15

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.28

Jensen's Alpha

8.23

-2

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.57

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

1.15

0.8

1.2

Sharpe Ratio

0.66

0.5

1.5

Sortino Ratio

1.28

Jensen's Alpha

8.23

-2

Omega Ratio

1.36

1.5

2.5

Treynor Ratio

1.57

0.75

1.25

Information Ratio

0.35

0.3

0.6

Calmar Ratio

1,256.06

Low:

00285.HK

5.79

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-87.36%	Mar 2014	Nov 2020	80
-51.03%	Nov 2021	-	51
-8.14%	May 2021	Oct 2021	5