Portfolio of Momentum-LS on eToro

Momentum-LS

🇮🇹 Long/Short Stock Smart Portfolio.

7 copiers.

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

Summary

Today

+1.75%

This Month

+4.15%

Year To Date

+42.51%

2 Years

+38%

5 Years

+22.56%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
14.5%
🪨 Non Energy Minerals
10.6%
🛍️ Retail Trade
10.3%
💰 Finance
10.29%
💇‍♀️ Consumer Services
9.55%
🖥️ Technology Services
7.32%
🧬 Health Technology
6.65%
🛠️ Producer Manufacturing
6.58%
📡 Communications
5.6%
🚚 Transportation
3.97%
💻 Electronic Technology
3.58%
💵 Cash
3.42%
⛏️ Energy Minerals
2.03%
🏥 Health Services
1.91%
💼 Commercial Services
1.79%
🏭 Industrial Services
1.01%
📦 Distribution Services
0.95%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
67.78%
🇺🇸 Nasdaq
28.85%

Countries Breakdown

Country
Total

🇺🇸 United States
70.38%
🇨🇦 Canada
12.63%
🇬🇧 United Kingdom
5.58%
🇱🇺 Luxembourg
2.85%
🇨🇳 China
2.38%
🇸🇪 Sweden
0.98%
🇳🇱 Netherlands
0.97%
🇮🇪 Ireland
0.86%

Dividends

Dividend Yield

1.69%

35 out of 50 instruments pay dividend.

6 dividend payments in the next 30 days.

Highest Dividend: $BTI (6.98%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BTI	0.21%	6.98%	$2.92
MO	0.19%	6.95%	$3.92
HSBC	0.16%	6.25%	$3.03
T	0.11%	4.09%	$1.11
PM	0.1%	3.28%	$5.2
AHR	0.09%	3.27%	-
GILD	0.08%	2.97%	$3.04
K	0.08%	2.76%	$2.28
ARE	0.07%	6.73%	$5.02
CNQ	0.05%	5.31%	$1.48
VRN	0.05%	5.22%	$0.32
MMM	0.05%	2.17%	$5.21
AEM	0.05%	1.27%	$1.6
TMUS	0.04%	1.26%	$1.95
ALV	0.03%	3.2%	$2.7
KGC	0.03%	0.78%	$0.12
LVS	0.03%	2.59%	$0.8
WMT	0.03%	1.01%	$0.81
GL	0.02%	0.82%	$0.93
BABA	0.02%	0.9%	$0.98
FBIN	0.02%	1.88%	$0.94
COKE	0.02%	0.56%	$2
LECO	0.02%	1.65%	$2.77
RYAAY	0.02%	1.84%	$0.93
BAH	0.02%	1.83%	$1.96
LRCX	0.02%	1.4%	$8
ELV	0.02%	1.55%	$6.22
JOE	0.01%	1.27%	$0.48
LSTR	0.01%	1.02%	$1.32
AGI	0.01%	0.33%	$0.1
IBP	0.01%	0.9%	$1.36
ASML	0.01%	0.9%	$5.57
HWM	0.01%	0.29%	$0.19
TKO	0.01%	0.25%	$0.48
VNT	0%	0.33%	$0.1

Next Dividends

Stock	Type	Date	Pay Per Share
HSBC	Pay Day	Apr 25, 2025	$1.80
COKE	Ex-Dividend	Apr 25, 2025	$2.50
ASML	Ex-Dividend	Apr 28, 2025	$1.92
MO	Pay Day	Apr 30, 2025	$1.02
T	Pay Day	May 1, 2025	$0.28
GL	Pay Day	May 1, 2025	$0.27
ASML	Pay Day	May 6, 2025	$1.92
WMT	Ex-Dividend	May 9, 2025	$0.24
HWM	Ex-Dividend	May 9, 2025	$0.10
COKE	Pay Day	May 9, 2025	$2.50
WMT	Pay Day	May 27, 2025	$0.24
HWM	Pay Day	May 27, 2025	$0.10
TMUS	Ex-Dividend	May 30, 2025	$0.88
AEM	Ex-Dividend	May 30, 2025	$0.40
TMUS	Pay Day	Jun 12, 2025	$0.88
AEM	Pay Day	Jun 16, 2025	$0.40
BTI	Ex-Dividend	Jun 27, 2025	$0.75
BTI	Pay Day	Aug 6, 2025	$0.75

Performance Metrics

Score 6.5/10

Beta

0.64

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.82

Jensen's Alpha

2.41

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

-0.24

-1

0.3

0.6

Calmar Ratio

3.3

0.3

0.6

Beta

0.64

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.82

Jensen's Alpha

2.41

-2

4.5

Omega Ratio

0.85

1.5

2.5

Treynor Ratio

1.37

0.75

1.25

Information Ratio

-0.24

-1

0.3

0.6

Calmar Ratio

3.3

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

23.4

High:

GILD

284.77

Low:

TKO

-667.05

Details

PEG Ratio

61.34

High:

ELV

1,004.36

Low:

WAY

-478.63

Details

Price/Book

3.92

High:

TGTX

26.86

Low:

-43.94

Details

Price/Sales

1.9

High:

TGTX

18.66

Low:

CNC

0.19

Details

Price/CF

10.84

High:

CNC

197.47

Low:

VRN

3.24

Details

Price/FCF

24.54

High:

CNC

160.87

Low:

HSBC

5.09

Details