Portfolio of Nathanwilliamson on eToro

Nathanwilliamson

🇦🇺 Crypto and Stock Multi-Strategy Investor.

2 copiers.

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

Summary

+1.42%

This Month

-12.09%

Year To Date

-33.34%

2 Years

-48.47%

5 Years

-48.47%

10 Years

-13.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
49.97%
💰 Finance
20.58%
🛍️ Retail Trade
12.44%
🪨 Non Energy Minerals
5.53%
⛏️ Energy Minerals
5.24%
🛠️ Producer Manufacturing
2.91%
🖥️ Technology Services
2.11%
💵 Cash
0.46%
💼 Commercial Services
0.42%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
49.97%
🇦🇺 Sydney
23.11%
🇺🇸 NYSE
20.68%
🇺🇸 Nasdaq
5.44%
🇬🇧 LSE
0%

Countries Breakdown

Country
Total

🇦🇺 Australia
23.11%
🇺🇸 United States
15.19%
🇨🇳 China
10.93%

Dividends

Dividend Yield

1.99%

9 out of 25 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CMW.ASX (7.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BBY	0.55%	5.67%	$3.72
MFG.ASX	0.51%	6.16%	$0.69
FMG.ASX	0.35%	6.3%	$2.08
HLI.ASX	0.17%	5.32%	-
NHC.ASX	0.16%	6.83%	$0.38
WDS.ASX	0.16%	5.46%	$2.16
CMW.ASX	0.07%	7.41%	$0.04
BABA	0.02%	0.79%	$0.98
PYPL	0%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.1/10

Beta

1.62

0.8

1.2

Sharpe Ratio

-0.32

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-21.44

-22

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

-0.63

-1

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

-0.24

-1

0.3

0.6

Beta

1.62

0.8

1.2

Sharpe Ratio

-0.32

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-21.44

-22

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

-0.63

-1

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

-0.24

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

18.77

High:

BABA

17.77

Low:

FLNC

-35.08

Details

PEG Ratio

59.87

High:

BBY

74.64

Low:

CMW.ASX

7.55

Details

Price/Book

1.88

High:

TTWO

11.43

Low:

0.19

Details

Price/Sales

1.49

High:

MFG.ASX

6.38

Low:

BBY

0.34

Details

Price/CF

11.62

High:

TTWO

70.92

Low:

WDS.ASX

4.56

Details

Price/FCF

60.04

High:

BABA

1,196.17

Low:

PYPL

10.09

Details

P/E Ratio

18.77

High:

BABA

17.77

Low:

FLNC

-35.08

Details

PEG Ratio

59.87

High:

BBY

74.64

Low:

CMW.ASX

7.55

Details

Worst Drawdowns

Depth	Start	End	Total months
-60.67%	Dec 2021	-	52

Monthly Performance

Portfolio of Nathanwilliamson on eToro

Nathanwilliamson

🇦🇺 Crypto and Stock Multi-Strategy Investor.

2 copiers.

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

Summary

+1.42%

This Month

-12.09%

Year To Date

-33.34%

2 Years

-48.47%

5 Years

-48.47%

10 Years

-13.94%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
49.97%
💰 Finance
20.58%
🛍️ Retail Trade
12.44%
🪨 Non Energy Minerals
5.53%
⛏️ Energy Minerals
5.24%
🛠️ Producer Manufacturing
2.91%
🖥️ Technology Services
2.11%
💵 Cash
0.46%
💼 Commercial Services
0.42%

Exchanges Breakdown

Exchange
Total

🌍 Digital Currency
49.97%
🇦🇺 Sydney
23.11%
🇺🇸 NYSE
20.68%
🇺🇸 Nasdaq
5.44%
🇬🇧 LSE
0%

Countries Breakdown

Country
Total

🇦🇺 Australia
23.11%
🇺🇸 United States
15.19%
🇨🇳 China
10.93%

Dividends

Dividend Yield

1.99%

9 out of 25 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $CMW.ASX (7.41%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BBY	0.55%	5.67%	$3.72
MFG.ASX	0.51%	6.16%	$0.69
FMG.ASX	0.35%	6.3%	$2.08
HLI.ASX	0.17%	5.32%	-
NHC.ASX	0.16%	6.83%	$0.38
WDS.ASX	0.16%	5.46%	$2.16
CMW.ASX	0.07%	7.41%	$0.04
BABA	0.02%	0.79%	$0.98
PYPL	0%	0.6%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.1/10

Beta

1.62

0.8

1.2

Sharpe Ratio

-0.32

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-21.44

-22

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

-0.63

-1

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

-0.24

-1

0.3

0.6

Beta

1.62

0.8

1.2

Sharpe Ratio

-0.32

-1

0.5

1.5

Sortino Ratio

-0.45

-1

Jensen's Alpha

-21.44

-22

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

-0.63

-1

0.75

1.25

Information Ratio

-0.64

-1

0.3

0.6

Calmar Ratio

1.88

High:

TTWO

11.43

Low:

0.19

Details

Price/Sales

1.49

High:

MFG.ASX

6.38

Low:

BBY

0.34

Details

Price/CF

11.62

High:

TTWO

70.92

Low:

WDS.ASX

4.56

Details

Price/FCF

60.04

High:

BABA

1,196.17

Low:

PYPL

10.09

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-60.67%	Dec 2021	-	52