Portfolio of QuantGroMo-CSU on eToro

QuantGroMo-CSU

🇬🇧 Stock Smart Portfolio.

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

Overview

Summary

-2.11%

This Month

-4.65%

Year To Date

+19.65%

2 Years

+19.65%

5 Years

+19.65%

10 Years

+19.65%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.21%
🧬 Health Technology
21.16%
💰 Finance
16.33%
🛍️ Retail Trade
9.3%
🖥️ Technology Services
7.69%
🍞 Consumer Non Durables
6.75%
💇‍♀️ Consumer Services
6.66%
🏥 Health Services
4.19%
💼 Commercial Services
3.01%
💵 Cash
0.84%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.44%
🇺🇸 Nasdaq
47.86%
🇬🇧 LSE
3.01%

Countries Breakdown

Country
Total

🇺🇸 United States
96.29%
🇬🇧 United Kingdom
3.01%

Dividends

Dividend Yield

1.25%

11 out of 12 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.22%	2.13%	$4.81
JPM	0.19%	1.95%	$4.4
NKE	0.19%	2.75%	$1.45
SBUX	0.17%	2.55%	$2.24
UNH	0.13%	3.04%	$7.74
GS	0.12%	1.8%	$11
LLY	0.07%	0.62%	$4.86
MSFT	0.07%	0.86%	$3
LSEG.L	0.05%	1.71%	$1.15
AAPL	0.04%	0.4%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.7/10

Beta

0.8

1.2

Sharpe Ratio

2.17

0.5

Sortino Ratio

8.18

Jensen's Alpha

-3.1

-4

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

1.74

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

2.17

0.5

Sortino Ratio

8.18

Jensen's Alpha

-3.1

-4

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

1.74

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.63

High:

SBUX

80.94

Low:

JPM

14.96

Details

PEG Ratio

197.82

High:

JPM

1,118.42

Low:

JNJ

24.53

Details

Price/Book

11.17

High:

AAPL

43.77

Low:

SBUX

-13.19

Details

Price/Sales

7.24

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

26.31

High:

LLY

60.39

Low:

JPM

8.75

Details

Price/FCF

48.19

High:

SBUX

1,256.06

Low:

JPM

10.48

Details

P/E Ratio

30.63

High:

SBUX

80.94

Low:

JPM

14.96

Details

PEG Ratio

197.82

High:

JPM

1,118.42

Low:

JNJ

24.53

Details

Price/Book

11.17

High:

AAPL

43.77

Low:

SBUX

-13.19

Details

Price/Sales

7.24

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

26.31

High:

LLY

60.39

Low:

JPM

8.75

Details

Price/FCF

48.19

High:

SBUX

1,256.06

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-4.65%	Jan 2026	-	3

Monthly Performance

Portfolio of QuantGroMo-CSU on eToro

QuantGroMo-CSU

🇬🇧 Stock Smart Portfolio.

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

Summary

-2.11%

This Month

-4.65%

Year To Date

+19.65%

2 Years

+19.65%

5 Years

+19.65%

10 Years

+19.65%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💻 Electronic Technology
24.21%
🧬 Health Technology
21.16%
💰 Finance
16.33%
🛍️ Retail Trade
9.3%
🖥️ Technology Services
7.69%
🍞 Consumer Non Durables
6.75%
💇‍♀️ Consumer Services
6.66%
🏥 Health Services
4.19%
💼 Commercial Services
3.01%
💵 Cash
0.84%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
48.44%
🇺🇸 Nasdaq
47.86%
🇬🇧 LSE
3.01%

Countries Breakdown

Country
Total

🇺🇸 United States
96.29%
🇬🇧 United Kingdom
3.01%

Dividends

Dividend Yield

1.25%

11 out of 12 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $UNH (3.04%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
JNJ	0.22%	2.13%	$4.81
JPM	0.19%	1.95%	$4.4
NKE	0.19%	2.75%	$1.45
SBUX	0.17%	2.55%	$2.24
UNH	0.13%	3.04%	$7.74
GS	0.12%	1.8%	$11
LLY	0.07%	0.62%	$4.86
MSFT	0.07%	0.86%	$3
LSEG.L	0.05%	1.71%	$1.15
AAPL	0.04%	0.4%	$0.97
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 5.7/10

Beta

0.8

1.2

Sharpe Ratio

2.17

0.5

Sortino Ratio

8.18

Jensen's Alpha

-3.1

-4

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

1.74

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Beta

0.8

1.2

Sharpe Ratio

2.17

0.5

Sortino Ratio

8.18

Jensen's Alpha

-3.1

-4

4.5

Omega Ratio

0.72

1.5

2.5

Treynor Ratio

1.74

0.75

1.25

Information Ratio

-0.5

-1

0.3

0.6

Calmar Ratio

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

30.63

High:

SBUX

80.94

Low:

JPM

14.96

Details

PEG Ratio

197.82

High:

JPM

1,118.42

Low:

JNJ

24.53

Details

Price/Book

11.17

High:

AAPL

43.77

Low:

SBUX

-13.19

Details

Price/Sales

7.24

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

26.31

High:

LLY

60.39

Low:

JPM

8.75

Details

Price/FCF

48.19

High:

SBUX

1,256.06

Low:

JPM

10.48

Details

P/E Ratio

30.63

High:

SBUX

80.94

Low:

JPM

14.96

Details

PEG Ratio

197.82

High:

JPM

1,118.42

Low:

JNJ

24.53

Details

Price/Book

11.17

High:

AAPL

43.77

Low:

SBUX

-13.19

Details

Price/Sales

7.24

High:

NVDA

20.71

Low:

UNH

0.59

Details

Price/CF

26.31

High:

LLY

60.39

Low:

JPM

8.75

Details

Price/FCF

48.19

High:

SBUX

1,256.06

Low:

JPM

10.48

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-4.65%	Jan 2026	-	3