Portfolio of MichalZakrsmid on eToro

MichalZakrsmid

🇸🇰 Diversified ETF Investor.

33 copiers.

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

Summary

-0.76%

This Month

-4.46%

Year To Date

+16.93%

2 Years

+3.64%

5 Years

+1.91%

10 Years

+0.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.92%
💰 Finance
19.86%
💻 Electronic Technology
15.45%
📊 ETFs
12.65%
🛍️ Retail Trade
9.65%
💼 Commercial Services
3.16%
🚚 Transportation
3.08%
🏭 Industrial Services
2.89%
🏥 Health Services
2.57%
📦 Distribution Services
2.46%
⚡ Utilities
2.26%
💵 Cash
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.9%
🇺🇸 Nasdaq
43.4%
🇬🇧 LSE
12.65%

Countries Breakdown

Country
Total

🇺🇸 United States
78.2%
🇹🇼 Taiwan
6.02%
🇸🇬 Singapore
3.08%

Dividends

Dividend Yield

0.73%

18 out of 23 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KR	0.08%	2.03%	$1.16
UNH	0.08%	3.04%	$7.74
BAC	0.06%	2.2%	$0.96
MSFT	0.05%	0.86%	$3
ORCL	0.05%	1.31%	$1.6
FAST	0.05%	1.96%	$1.48
TSM	0.05%	0.78%	$1.74
AXP	0.05%	1.1%	$2.6
LHX	0.04%	1.34%	$4.6
WM	0.04%	1.4%	$2.9
V	0.04%	0.78%	$2.01
SPGI	0.03%	0.87%	$3.62
AVGO	0.03%	0.71%	$19.7
MA	0.02%	0.62%	$2.46
GOOG	0.02%	0.28%	$0.2
VST	0.01%	0.56%	$0.85
META	0.01%	0.32%	$1
AAPL	0.01%	0.4%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

0.55

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-5.11

-6

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.15

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-5.11

-6

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.15

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.53

High:

VST

74.62

Low:

BAC

13.16

Details

PEG Ratio

166.34

High:

564.33

Low:

GRAB

18.22

Details

Price/Book

8.59

High:

60.42

Low:

BAC

1.31

Details

Price/Sales

6.89

High:

AVGO

24.3

Low:

0.3

Details

Price/CF

22.19

High:

GRAB

95.66

Low:

6.98

Details

Price/FCF

60.81

High:

FAST

995.12

Low:

BAC

12.26

Details

P/E Ratio

29.53

High:

VST

74.62

Low:

BAC

13.16

Details

PEG Ratio

166.34

High:

564.33

Low:

GRAB

18.22

Details

Price/Book

8.59

High:

60.42

Low:

BAC

1.31

Details

Price/Sales

6.89

High:

AVGO

24.3

Low:

0.3

Details

Price/CF

22.19

High:

GRAB

95.66

Low:

6.98

Details

Price/FCF

60.81

High:

FAST

995.12

Low:

BAC

12.26

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-38.19%	Nov 2021	-	53
-34.63%	May 2021	Oct 2021	5
-8.5%	Apr 2014	May 2014	1
-1.67%	Mar 2021	Apr 2021	1

Monthly Performance

Portfolio of MichalZakrsmid on eToro

MichalZakrsmid

🇸🇰 Diversified ETF Investor.

33 copiers.

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

Summary

-0.76%

This Month

-4.46%

Year To Date

+16.93%

2 Years

+3.64%

5 Years

+1.91%

10 Years

+0.5%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
25.92%
💰 Finance
19.86%
💻 Electronic Technology
15.45%
📊 ETFs
12.65%
🛍️ Retail Trade
9.65%
💼 Commercial Services
3.16%
🚚 Transportation
3.08%
🏭 Industrial Services
2.89%
🏥 Health Services
2.57%
📦 Distribution Services
2.46%
⚡ Utilities
2.26%
💵 Cash
0.06%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
43.9%
🇺🇸 Nasdaq
43.4%
🇬🇧 LSE
12.65%

Countries Breakdown

Country
Total

🇺🇸 United States
78.2%
🇹🇼 Taiwan
6.02%
🇸🇬 Singapore
3.08%

Dividends

Dividend Yield

0.73%

18 out of 23 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KR	0.08%	2.03%	$1.16
UNH	0.08%	3.04%	$7.74
BAC	0.06%	2.2%	$0.96
MSFT	0.05%	0.86%	$3
ORCL	0.05%	1.31%	$1.6
FAST	0.05%	1.96%	$1.48
TSM	0.05%	0.78%	$1.74
AXP	0.05%	1.1%	$2.6
LHX	0.04%	1.34%	$4.6
WM	0.04%	1.4%	$2.9
V	0.04%	0.78%	$2.01
SPGI	0.03%	0.87%	$3.62
AVGO	0.03%	0.71%	$19.7
MA	0.02%	0.62%	$2.46
GOOG	0.02%	0.28%	$0.2
VST	0.01%	0.56%	$0.85
META	0.01%	0.32%	$1
AAPL	0.01%	0.4%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.8/10

Beta

0.55

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-5.11

-6

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.15

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Beta

0.55

0.8

1.2

Sharpe Ratio

0.04

0.5

1.5

Sortino Ratio

0.07

Jensen's Alpha

-5.11

-6

4.5

Omega Ratio

0.65

1.5

2.5

Treynor Ratio

0.15

0.75

1.25

Information Ratio

-0.41

-1

0.3

0.6

Calmar Ratio

0.01

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

29.53

High:

VST

74.62

Low:

BAC

13.16

Details

PEG Ratio

166.34

High:

564.33

Low:

GRAB

18.22

Details

Price/Book

8.59

High:

60.42

Low:

BAC

1.31

Details

Price/Sales

6.89

High:

AVGO

24.3

Low:

0.3

Details

Price/CF

22.19

High:

GRAB

95.66

Low:

6.98

Details

Price/FCF

60.81

High:

FAST

995.12

Low:

BAC

12.26

Details

P/E Ratio

29.53

High:

VST

74.62

Low:

BAC

13.16

Details

PEG Ratio

166.34

High:

564.33

Low:

GRAB

18.22

Details

Price/Book

8.59

High:

60.42

Low:

BAC

1.31

Details

Price/Sales

6.89

High:

AVGO

24.3

Low:

0.3

Details

Price/CF

22.19

High:

GRAB

95.66

Low:

6.98

Details

Price/FCF

60.81

High:

FAST

995.12

Low:

BAC

12.26

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-38.19%	Nov 2021	-	53
-34.63%	May 2021	Oct 2021	5
-8.5%	Apr 2014	May 2014	1
-1.67%	Mar 2021	Apr 2021	1