Portfolio of OvidiuRugan on eToro

OvidiuRugan

🇷🇴 Stock Value Investor.

1 copier.

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

Summary

-3.73%

This Month

-3.73%

Year To Date

+38.96%

2 Years

+27.58%

5 Years

+148.11%

10 Years

+15.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚗 Consumer Durables
18.42%
🖥️ Technology Services
15.92%
💻 Electronic Technology
14.12%
🚚 Transportation
12.23%
📦 Distribution Services
10.93%
🪙 Cryptocurrencies
9.47%
🧬 Health Technology
6.88%
🛠️ Producer Manufacturing
5.82%
🏭 Industrial Services
4.61%
🍞 Consumer Non Durables
1.54%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
40.26%
🇺🇸 NYSE
38.53%
🌍 Digital Currency
9.47%
🇫🇷 Euronext Paris
5.82%
🇩🇪 FRA
4.68%
🇨🇭 SIX
1.18%

Countries Breakdown

Country
Total

🇺🇸 United States
53.41%
🇨🇦 Canada
12.94%
🇮🇪 Ireland
10.93%
🇫🇷 France
5.82%
🇩🇪 Germany
4.68%
🇨🇳 China
1.51%
🇦🇹 Austria
1.18%

Dividends

Dividend Yield

0.32%

2 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $DOLE (2.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
DOLE	0.24%	2.16%	$0.32
MRK.DE	0.08%	1.73%	$2.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.5/10

Beta

1.14

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.07

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

1.14

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.07

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

89.66

High:

TSLA

288.29

Low:

-30.54

Details

PEG Ratio

14.96

High:

MRK.DE

193.8

Low:

-147.02

Details

Price/Book

13.51

High:

TSLA

17.93

Low:

CSIQ

0.51

Details

Price/Sales

10.45

High:

BEAM

53.44

Low:

DOLE

0.17

Details

Price/CF

74.17

High:

BEAM

274.15

Low:

BMBL

5.09

Details

Price/FCF

133.34

High:

DOLE

261.6

Low:

BMBL

5.45

Details

P/E Ratio

89.66

High:

TSLA

288.29

Low:

-30.54

Details

Worst Drawdowns

Depth	Start	End	Total months
-41.57%	Sep 2021	Sep 2025	48
-17.6%	Feb 2020	Jun 2020	4
-10.5%	Sep 2020	Nov 2020	2
-6.38%	Nov 2025	-	3
-2.03%	Mar 2021	Apr 2021	1
-1.65%	Jul 2021	Aug 2021	1

Monthly Performance

Portfolio of OvidiuRugan on eToro

OvidiuRugan

🇷🇴 Stock Value Investor.

1 copier.

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

Summary

-3.73%

This Month

-3.73%

Year To Date

+38.96%

2 Years

+27.58%

5 Years

+148.11%

10 Years

+15.43%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🚗 Consumer Durables
18.42%
🖥️ Technology Services
15.92%
💻 Electronic Technology
14.12%
🚚 Transportation
12.23%
📦 Distribution Services
10.93%
🪙 Cryptocurrencies
9.47%
🧬 Health Technology
6.88%
🛠️ Producer Manufacturing
5.82%
🏭 Industrial Services
4.61%
🍞 Consumer Non Durables
1.54%
💵 Cash
0.07%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
40.26%
🇺🇸 NYSE
38.53%
🌍 Digital Currency
9.47%
🇫🇷 Euronext Paris
5.82%
🇩🇪 FRA
4.68%
🇨🇭 SIX
1.18%

Countries Breakdown

Country
Total

🇺🇸 United States
53.41%
🇨🇦 Canada
12.94%
🇮🇪 Ireland
10.93%
🇫🇷 France
5.82%
🇩🇪 Germany
4.68%
🇨🇳 China
1.51%
🇦🇹 Austria
1.18%

Dividends

Dividend Yield

0.32%

2 out of 17 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $DOLE (2.16%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
DOLE	0.24%	2.16%	$0.32
MRK.DE	0.08%	1.73%	$2.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.5/10

Beta

1.14

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.07

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Beta

1.14

0.8

1.2

Sharpe Ratio

0.64

0.5

1.5

Sortino Ratio

1.07

Jensen's Alpha

0.96

-2

4.5

Omega Ratio

1.16

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.2

0.3

0.6

Calmar Ratio

0.38

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

89.66

High:

TSLA

288.29

Low:

-30.54

Details

89.66

High:

TSLA

288.29

Low:

-30.54

Details

Worst Drawdowns

Depth	Start	End	Total months
-41.57%	Sep 2021	Sep 2025	48
-17.6%	Feb 2020	Jun 2020	4
-10.5%	Sep 2020	Nov 2020	2
-6.38%	Nov 2025	-	3
-2.03%	Mar 2021	Apr 2021	1
-1.65%	Jul 2021	Aug 2021	1