Portfolio of RetireWealthy on eToro

RetireWealthy

🇩🇪 Stock Value Investor.

34 copiers.

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

Summary

-3.29%

This Month

-2.5%

Year To Date

+20.55%

2 Years

+63.26%

5 Years

+63.26%

10 Years

+17.23%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
52.28%
💻 Electronic Technology
14.97%
🛍️ Retail Trade
11.83%
🚚 Transportation
8.12%
⚡ Utilities
4.52%
💼 Commercial Services
4.11%
💵 Cash
2.7%
📊 ETFs
1.54%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
85.67%
🇺🇸 NYSE
11.71%

Countries Breakdown

Country
Total

🇺🇸 United States
86.13%
🇸🇬 Singapore
8.12%
🇹🇼 Taiwan
1.59%

Dividends

Dividend Yield

0.39%

9 out of 14 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QCOM (2.06%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.08%	0.71%	$3
QCOM	0.07%	2.06%	$3.25
AVGO	0.07%	0.81%	$19.7
GOOG	0.05%	0.27%	$0.2
META	0.04%	0.33%	$1
SPGI	0.04%	0.86%	$3.62
VST	0.02%	0.65%	$0.85
TSM	0.01%	0.77%	$1.74
CEG	0.01%	0.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CEG	Ex-Dividend	Nov 18, 2026	$0.43
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
QCOM	Ex-Dividend	Dec 3, 2026	$0.92
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
TSM	Ex-Dividend	Dec 16, 2026	$0.95
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
VST	Ex-Dividend	Dec 21, 2026	$0.23

Performance Metrics

Score 6.3/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.62

Jensen's Alpha

1.48

-2

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

1.33

0.75

1.25

Information Ratio

0.03

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.62

Jensen's Alpha

1.48

-2

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

1.33

0.75

1.25

Information Ratio

0.03

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.2

High:

ANET

65.23

Low:

GOOG

17.27

Details

PEG Ratio

0.53

High:

CEG

3.72

Low:

GRAB

0.05

Details

Price/Book

7.14

High:

ANET

17.63

Low:

GRAB

1.91

Details

Price/Sales

7.79

High:

ANET

25.05

Low:

VST

2.79

Details

Price/CF

18.19

High:

GRAB

194.01

Low:

VST

10.51

Details

Price/FCF

80.02

High:

GRAB

1,625.54

Low:

SPGI

27.25

Details

P/E Ratio

22.2

High:

ANET

65.23

Low:

GOOG

17.27

Details

PEG Ratio

0.53

High:

CEG

3.72

Low:

GRAB

0.05

Details

Price/Book

7.14

High:

ANET

17.63

Low:

GRAB

1.91

Details

Price/Sales

7.79

High:

ANET

25.05

Low:

VST

2.79

Details

Price/CF

18.19

High:

GRAB

194.01

Low:

VST

10.51

Details

Price/FCF

80.02

High:

GRAB

1,625.54

Low:

SPGI

27.25

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.78%	Dec 2025	Aug 2026	8
-7.66%	Feb 2025	May 2025	3
-5.26%	Apr 2024	Jun 2024	2
-4.25%	Jul 2025	Sep 2025	2
-3.96%	Sep 2026	-	2
-1.01%	Dec 2024	Jan 2025	1
-0.55%	Oct 2023	Nov 2023	1
-0.16%	Oct 2024	Nov 2024	1

Monthly Performance

Portfolio of RetireWealthy on eToro

RetireWealthy

🇩🇪 Stock Value Investor.

34 copiers.

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

Summary

-3.29%

This Month

-2.5%

Year To Date

+20.55%

2 Years

+63.26%

5 Years

+63.26%

10 Years

+17.23%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🖥️ Technology Services
52.28%
💻 Electronic Technology
14.97%
🛍️ Retail Trade
11.83%
🚚 Transportation
8.12%
⚡ Utilities
4.52%
💼 Commercial Services
4.11%
💵 Cash
2.7%
📊 ETFs
1.54%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
85.67%
🇺🇸 NYSE
11.71%

Countries Breakdown

Country
Total

🇺🇸 United States
86.13%
🇸🇬 Singapore
8.12%
🇹🇼 Taiwan
1.59%

Dividends

Dividend Yield

0.39%

9 out of 14 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $QCOM (2.06%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.08%	0.71%	$3
QCOM	0.07%	2.06%	$3.25
AVGO	0.07%	0.81%	$19.7
GOOG	0.05%	0.27%	$0.2
META	0.04%	0.33%	$1
SPGI	0.04%	0.86%	$3.62
VST	0.02%	0.65%	$0.85
TSM	0.01%	0.77%	$1.74
CEG	0.01%	0.66%	-

Next Dividends

Stock	Type	Date	Pay Per Share
CEG	Ex-Dividend	Nov 18, 2026	$0.43
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
SPGI	Ex-Dividend	Nov 26, 2026	$0.97
QCOM	Ex-Dividend	Dec 3, 2026	$0.92
GOOG	Ex-Dividend	Dec 4, 2026	$0.22
TSM	Ex-Dividend	Dec 16, 2026	$0.95
META	Ex-Dividend	Dec 21, 2026	$0.53
AVGO	Ex-Dividend	Dec 21, 2026	$0.65
VST	Ex-Dividend	Dec 21, 2026	$0.23

Performance Metrics

Score 6.3/10

Beta

0.92

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.62

Jensen's Alpha

1.48

-2

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

1.33

0.75

1.25

Information Ratio

0.03

0.3

0.6

Calmar Ratio

1.4

0.3

0.6

Beta

0.92

0.8

1.2

Sharpe Ratio

0.93

0.5

1.5

Sortino Ratio

1.62

Jensen's Alpha

1.48

-2

4.5

Omega Ratio

1.02

1.5

2.5

Treynor Ratio

1.33

0.75

1.25

Information Ratio

0.03

0.3

0.6

Calmar Ratio

1,625.54

Low:

SPGI

27.25

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-13.78%	Dec 2025	Aug 2026	8
-7.66%	Feb 2025	May 2025	3
-5.26%	Apr 2024	Jun 2024	2
-4.25%	Jul 2025	Sep 2025	2
-3.96%	Sep 2026	-	2
-1.01%	Dec 2024	Jan 2025	1
-0.55%	Oct 2023	Nov 2023	1
-0.16%	Oct 2024	Nov 2024	1