Portfolio of PBert08 on eToro

PBert08

🇪🇸 Stock and ETF Multi-Strategy 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

+0.37%

This Month

+15.88%

Year To Date

+46.34%

2 Years

+16.28%

5 Years

+44.61%

10 Years

+7.28%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
23.35%
📊 ETFs
17.01%
🧬 Health Technology
10.44%
🖥️ Technology Services
9.68%
💰 Finance
6.63%
🪙 Cryptocurrencies
6.5%
🛠️ Producer Manufacturing
4.53%
🛍️ Retail Trade
4.18%
📡 Communications
3.55%
⛏️ Energy Minerals
3.15%
🏥 Health Services
2.68%
💼 Commercial Services
2.27%
💵 Cash
1.85%
💻 Electronic Technology
1.37%
💇‍♀️ Consumer Services
1.1%
⚡ Utilities
0.79%
📈 Indexes
0.78%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
40.11%
🇺🇸 Nasdaq
22.18%
🇫🇷 Euronext Paris
8.54%
🌍 Digital Currency
6.5%
🇭🇰 Hong Kong Exchanges
4.73%
🇨🇭 SIX
4.07%
🇪🇸 Bolsa De Madrid
3.55%
🇩🇰 Copenhagen Stock Exchange
2.22%
🇩🇪 Xetra ETFs
2.18%
🇬🇧 LSE
2.15%
🇩🇪 FRA
0.99%
🌍 CFD
0.78%

Countries Breakdown

Country
Total

🇺🇸 United States
42.05%
🇫🇷 France
8.54%
🇨🇳 China
7.92%
🇨🇭 Switzerland
4.95%
🇪🇸 Spain
3.55%
🇩🇰 Denmark
2.22%
🇰🇷 South Korea
1.37%
🇧🇷 Brazil
1.34%
🇩🇪 Germany
0.99%
🇬🇧 United Kingdom
0.79%

Dividends

Dividend Yield

1.75%

30 out of 50 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $GFC.PA (6.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PFE	0.45%	6.72%	$1.66
NESN.ZU	0.16%	3.85%	$3
NKE	0.12%	2.45%	$1.45
GFC.PA	0.12%	6.8%	$5.3
MC.PA	0.12%	2.05%	$13
KO	0.09%	2.9%	$1.89
NOVO-B.CO	0.08%	3.81%	$9.4
KMB	0.07%	4.8%	$4.8
JD.US	0.06%	3.3%	$0.74
OVV	0.06%	2.85%	$1.2
ABEV	0.05%	3.75%	$0.13
VNA.DE	0.05%	4.8%	$0.9
01211.HK	0.04%	1.47%	$3.41
UNH	0.04%	2.65%	$7.74
NG.L	0.03%	4.14%	$0.57
CI	0.03%	2.27%	$5.26
OXY	0.03%	2.26%	$0.8
DE	0.02%	1.34%	$5.76
EQIX	0.02%	2.6%	$16.19
AXP	0.02%	0.85%	$2.6
SMSN.L	0.02%	1.22%	$23.68
RMS.PA	0.01%	1.23%	$25
PG	0.01%	2.88%	$3.83
0700.HK	0.01%	0.74%	$3.4
DIS	0.01%	0.95%	$0.75
BABA	0.01%	0.66%	$0.98
CLNX.MC	0.01%	0.24%	$0.06
TMO	0%	0.3%	$1.48
GOOG	0%	0.26%	$0.2
PYPL	0%	0.23%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3/10

Beta

1.81

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-9.67

-10

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Beta

1.81

0.8

1.2

Sharpe Ratio

0.28

0.5

1.5

Sortino Ratio

0.48

Jensen's Alpha

-9.67

-10

4.5

Omega Ratio

0.99

1.5

2.5

Treynor Ratio

0.54

0.75

1.25

Information Ratio

-0.01

-1

0.3

0.6

Calmar Ratio

0.11

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

24.56

High:

EQIX

67.09

Low:

CLNX.MC

-112.2

Details

PEG Ratio

318.39

High:

RMS.PA

9,042.81

Low:

CLNX.MC

-327.52

Details

Price/Book

4.4

High:

KMB

26.44

Low:

FICO

-23.99

Details

Price/Sales

3.31

High:

FICO

21.39

Low:

JD.US

0.25

Details

Price/CF

15.88

High:

FICO

46.43

Low:

OVV

2.82

Details

Price/FCF

44.68

High:

CLNX.MC

6,956.36

Low:

OVV

8.94

Details