Portfolio of OneChartist on eToro

OneChartist

🇸🇬 Multi-Strategy Stock Investor.

14 copiers.

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

Summary

Today

-6.83%

This Month

-13.09%

Year To Date

+25.24%

2 Years

+22.14%

5 Years

+5.74%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.78%
📊 ETFs
16.88%
💻 Electronic Technology
15.24%
💰 Finance
10.97%
🛍️ Retail Trade
9.9%
🍞 Consumer Non Durables
8.16%
💇‍♀️ Consumer Services
5.87%
🏥 Health Services
2.35%
🧬 Health Technology
2.05%
💵 Cash
1.96%
💼 Commercial Services
0.88%
🛠️ Producer Manufacturing
0.83%
📦 Distribution Services
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.64%
🇺🇸 NYSE
42.88%
🇫🇷 Euronext Paris
2.82%
🇺🇸 Chicago Board Options Exchange
1%

Countries Breakdown

Country
Total

🇺🇸 United States
69.23%
🇺🇾 Uruguay
3.14%
🇫🇷 France
2.82%
🇨🇦 Canada
1.73%
🇮🇪 Ireland
1.57%
🇳🇱 Netherlands
1.38%
🇩🇰 Denmark
0.8%
🇹🇼 Taiwan
0.77%

Dividends

Dividend Yield

0.92%

39 out of 56 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $TROW (5.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.08%	2.68%	$13
FXI	0.07%	1.5%	-
C	0.06%	3.54%	$2.12
TROW	0.06%	5.79%	$4.92
SPY	0.05%	1.28%	-
TQQQ	0.04%	1.72%	-
NKE	0.04%	2.76%	$1.45
BLK	0.04%	2.34%	$20.2
MCD	0.04%	2.21%	$6.53
PEP	0.03%	3.79%	$5.15
UNH	0.03%	1.85%	$7.74
BKNG	0.03%	0.78%	$17.5
ACN	0.03%	2.03%	$4.99
MSFT	0.03%	0.88%	$3
META	0.02%	0.4%	$1
AAPL	0.02%	0.51%	$0.97
AVGO	0.02%	1.31%	$19.7
CVS	0.02%	3.95%	$2.54
NVO	0.02%	2.03%	$0.98
CAT	0.02%	1.92%	$5.31
XLF	0.02%	1.43%	-
GOOGL	0.01%	0.53%	$0.2
SPXL	0.01%	0.96%	-
V	0.01%	0.67%	$2.01
HD	0.01%	2.55%	$8.52
ASML	0.01%	0.9%	$5.57
LOW	0.01%	2.1%	$4.45
MA	0.01%	0.55%	$2.46
CRM	0.01%	0.65%	$0.4
TSM	0.01%	1.35%	$1.74
ITA	0.01%	0.79%	-
POOL	0.01%	1.57%	$4.5
IHI	0.01%	0.45%	-
VBK	0.01%	0.6%	-
TMO	0%	0.37%	$1.48
HCA	0%	0.81%	$2.52
MPWR	0%	1.01%	$4.5
SOXX	0%	0.79%	-
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
CVS	Ex-Dividend	Apr 22, 2025	$0.66
LOW	Ex-Dividend	Apr 23, 2025	$1.15
MC.PA	Ex-Dividend	Apr 24, 2025	$8.54
CRM	Pay Day	Apr 24, 2025	$0.42
MC.PA	Pay Day	Apr 28, 2025	$8.54
ASML	Ex-Dividend	Apr 28, 2025	$1.92
CVS	Pay Day	May 1, 2025	$0.66
C	Ex-Dividend	May 5, 2025	$0.56
ASML	Pay Day	May 6, 2025	$1.92
LOW	Pay Day	May 7, 2025	$1.15
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
ACN	Pay Day	May 15, 2025	$1.48
CAT	Pay Day	May 20, 2025	$1.41
C	Pay Day	May 23, 2025	$0.56
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
FXI	Pay Day	Jun 17, 2025	$0.08
IHI	Pay Day	Jun 17, 2025	$0.05
SOXX	Pay Day	Jun 17, 2025	$0.31
ITA	Pay Day	Jun 17, 2025	$0.30
VBK	Pay Day	Jul 1, 2025	$0.41
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 5.1/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

2.15

-2

4.5

Omega Ratio

1.12

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

2.15

-2

4.5

Omega Ratio

1.12

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.7

High:

NOW

112.88

Low:

CRWD

-4,477

Details

PEG Ratio

108.87

High:

BLK

446.13

Low:

MPWR

4.57

Details

Price/Book

8.65

High:

72.91

Low:

MCD

-58.64

Details

Price/Sales

6.15

High:

CRWD

23.46

Low:

CVS

0.23

Details

Price/CF

26.6

High:

CRWD

71.14

Low:

CVS

6.22

Details

Price/FCF

47.38

High:

PEP

5,253.35

Low:

HCA

15.48

Details

P/E Ratio

26.7

High:

NOW

112.88

Low:

CRWD

-4,477

Details

PEG Ratio

108.87

High:

BLK

446.13

Low:

MPWR

4.57

Details

Worst Drawdowns

Depth	Start	End	Total months
-18.98%	Nov 2021	May 2023	18
-15.98%	Feb 2025	-	3
-6.59%	Aug 2023	Nov 2023	3
-3.95%	Apr 2024	Jun 2024	2
-1.02%	Dec 2024	Jan 2025	1
-0.88%	Oct 2024	Nov 2024	1
-0.37%	Jul 2024	Aug 2024	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
24.78%
📊 ETFs
16.88%
💻 Electronic Technology
15.24%
💰 Finance
10.97%
🛍️ Retail Trade
9.9%
🍞 Consumer Non Durables
8.16%
💇‍♀️ Consumer Services
5.87%
🏥 Health Services
2.35%
🧬 Health Technology
2.05%
💵 Cash
1.96%
💼 Commercial Services
0.88%
🛠️ Producer Manufacturing
0.83%
📦 Distribution Services
0.43%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
51.64%
🇺🇸 NYSE
42.88%
🇫🇷 Euronext Paris
2.82%
🇺🇸 Chicago Board Options Exchange
1%

Countries Breakdown

Country
Total

🇺🇸 United States
69.23%
🇺🇾 Uruguay
3.14%
🇫🇷 France
2.82%
🇨🇦 Canada
1.73%
🇮🇪 Ireland
1.57%
🇳🇱 Netherlands
1.38%
🇩🇰 Denmark
0.8%
🇹🇼 Taiwan
0.77%

Dividends

Dividend Yield

0.92%

39 out of 56 instruments pay dividend.

7 dividend payments in the next 30 days.

Highest Dividend: $TROW (5.79%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MC.PA	0.08%	2.68%	$13
FXI	0.07%	1.5%	-
C	0.06%	3.54%	$2.12
TROW	0.06%	5.79%	$4.92
SPY	0.05%	1.28%	-
TQQQ	0.04%	1.72%	-
NKE	0.04%	2.76%	$1.45
BLK	0.04%	2.34%	$20.2
MCD	0.04%	2.21%	$6.53
PEP	0.03%	3.79%	$5.15
UNH	0.03%	1.85%	$7.74
BKNG	0.03%	0.78%	$17.5
ACN	0.03%	2.03%	$4.99
MSFT	0.03%	0.88%	$3
META	0.02%	0.4%	$1
AAPL	0.02%	0.51%	$0.97
AVGO	0.02%	1.31%	$19.7
CVS	0.02%	3.95%	$2.54
NVO	0.02%	2.03%	$0.98
CAT	0.02%	1.92%	$5.31
XLF	0.02%	1.43%	-
GOOGL	0.01%	0.53%	$0.2
SPXL	0.01%	0.96%	-
V	0.01%	0.67%	$2.01
HD	0.01%	2.55%	$8.52
ASML	0.01%	0.9%	$5.57
LOW	0.01%	2.1%	$4.45
MA	0.01%	0.55%	$2.46
CRM	0.01%	0.65%	$0.4
TSM	0.01%	1.35%	$1.74
ITA	0.01%	0.79%	-
POOL	0.01%	1.57%	$4.5
IHI	0.01%	0.45%	-
VBK	0.01%	0.6%	-
TMO	0%	0.37%	$1.48
HCA	0%	0.81%	$2.52
MPWR	0%	1.01%	$4.5
SOXX	0%	0.79%	-
NVDA	0%	0.04%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share
CAT	Ex-Dividend	Apr 21, 2025	$1.41
CVS	Ex-Dividend	Apr 22, 2025	$0.66
LOW	Ex-Dividend	Apr 23, 2025	$1.15
MC.PA	Ex-Dividend	Apr 24, 2025	$8.54
CRM	Pay Day	Apr 24, 2025	$0.42
MC.PA	Pay Day	Apr 28, 2025	$8.54
ASML	Ex-Dividend	Apr 28, 2025	$1.92
CVS	Pay Day	May 1, 2025	$0.66
C	Ex-Dividend	May 5, 2025	$0.56
ASML	Pay Day	May 6, 2025	$1.92
LOW	Pay Day	May 7, 2025	$1.15
MA	Pay Day	May 9, 2025	$0.76
MSFT	Ex-Dividend	May 15, 2025	$0.83
ACN	Pay Day	May 15, 2025	$1.48
CAT	Pay Day	May 20, 2025	$1.41
C	Pay Day	May 23, 2025	$0.56
MSFT	Pay Day	Jun 12, 2025	$0.83
TSM	Ex-Dividend	Jun 12, 2025	$0.68
FXI	Pay Day	Jun 17, 2025	$0.08
IHI	Pay Day	Jun 17, 2025	$0.05
SOXX	Pay Day	Jun 17, 2025	$0.31
ITA	Pay Day	Jun 17, 2025	$0.30
VBK	Pay Day	Jul 1, 2025	$0.41
TSM	Pay Day	Jul 10, 2025	$0.68

Performance Metrics

Score 5.1/10

Beta

0.76

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

2.15

-2

4.5

Omega Ratio

1.12

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Beta

0.76

0.8

1.2

Sharpe Ratio

0.34

0.5

1.5

Sortino Ratio

0.52

Jensen's Alpha

2.15

-2

4.5

Omega Ratio

1.12

1.5

2.5

Treynor Ratio

0.55

0.75

1.25

Information Ratio

0.14

0.3

0.6

Calmar Ratio

0.41

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

26.7

High:

NOW

112.88

Low:

CRWD

-4,477

Details

PEG Ratio

108.87

High:

BLK

446.13

Low:

MPWR

4.57

Details

8.65

High:

72.91

Low:

MCD

-58.64

Details

Price/Sales

6.15

High:

CRWD

23.46

Low:

CVS

0.23

Details

Price/CF

26.6

High:

CRWD

71.14

Low:

CVS

6.22

Details

Price/FCF

47.38

High:

PEP

5,253.35

Low:

HCA

15.48

Details

Depth

Start

End

Total months

-18.98%

Nov 2021

May 2023

-15.98%

Feb 2025

-6.59%

Aug 2023

Nov 2023

-3.95%

Apr 2024

Jun 2024

-1.02%

Dec 2024

Jan 2025

-0.88%

Oct 2024

Nov 2024

-0.37%

Jul 2024

Aug 2024

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics