Portfolio of RogerBrouns on eToro

RogerBrouns

🇭🇺 Stock and ETF 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

-6.21%

This Month

+2.79%

Year To Date

+58.87%

2 Years

+174.53%

5 Years

+169.17%

10 Years

+19.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.95%
🧬 Health Technology
29.08%
💻 Electronic Technology
12.83%
⛏️ Energy Minerals
10.11%
💵 Cash
3.77%
⚡ Utilities
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
85.14%
🇺🇸 Nasdaq
12.83%
🇩🇰 Copenhagen Stock Exchange
0.39%

Countries Breakdown

Country
Total

🇺🇸 United States
41.91%
🇬🇧 United Kingdom
10.11%
🇩🇰 Denmark
0.39%

Dividends

Dividend Yield

0.59%

3 out of 6 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHEL (3.5%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL	0.35%	3.5%	$2.7
LLY	0.18%	0.62%	$4.86
AAPL	0.05%	0.4%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7/10

Beta

0.7

0.8

1.2

Sharpe Ratio

0.9

0.5

1.5

Sortino Ratio

1.49

Jensen's Alpha

6.29

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

2.02

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Beta

0.7

0.8

1.2

Sharpe Ratio

0.9

0.5

1.5

Sortino Ratio

1.49

Jensen's Alpha

6.29

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

2.02

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

34.77

High:

ORSTED.CO

54.64

Low:

SHEL

13.64

Details

PEG Ratio

70.99

High:

AAPL

129.82

Low:

ORSTED.CO

17.15

Details

Price/Book

21.7

High:

AAPL

43.77

Low:

SHEL

1.36

Details

Price/Sales

7.87

High:

LLY

14.55

Low:

SHEL

0.9

Details

Price/CF

30.92

High:

LLY

60.39

Low:

SHEL

5.22

Details

Price/FCF

50.78

High:

LLY

282.99

Low:

SHEL

15.99

Details

P/E Ratio

34.77

High:

ORSTED.CO

54.64

Low:

SHEL

13.64

Details

PEG Ratio

70.99

High:

AAPL

129.82

Low:

ORSTED.CO

17.15

Details

Price/Book

21.7

High:

AAPL

43.77

Low:

SHEL

1.36

Details

Price/Sales

7.87

High:

LLY

14.55

Low:

SHEL

0.9

Details

Price/CF

30.92

High:

LLY

60.39

Low:

SHEL

5.22

Details

Price/FCF

50.78

High:

LLY

282.99

Low:

SHEL

15.99

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.61%	May 2020	Feb 2021	9
-16.98%	Apr 2022	Apr 2023	12
-8.24%	Sep 2024	Feb 2025	5
-7.1%	Mar 2021	Jun 2021	3
-6.21%	Mar 2026	-	1
-6.12%	Mar 2025	Aug 2025	5
-4.19%	Sep 2023	Nov 2023	2
-3.82%	Jan 2022	Mar 2022	2
-2.66%	Sep 2021	Oct 2021	1
-1.03%	Jul 2024	Aug 2024	1
-0.18%	May 2023	Jun 2023	1

Monthly Performance

Portfolio of RogerBrouns on eToro

RogerBrouns

🇭🇺 Stock and ETF 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

-6.21%

This Month

+2.79%

Year To Date

+58.87%

2 Years

+174.53%

5 Years

+169.17%

10 Years

+19.73%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.95%
🧬 Health Technology
29.08%
💻 Electronic Technology
12.83%
⛏️ Energy Minerals
10.11%
💵 Cash
3.77%
⚡ Utilities
0.39%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
85.14%
🇺🇸 Nasdaq
12.83%
🇩🇰 Copenhagen Stock Exchange
0.39%

Countries Breakdown

Country
Total

🇺🇸 United States
41.91%
🇬🇧 United Kingdom
10.11%
🇩🇰 Denmark
0.39%

Dividends

Dividend Yield

0.59%

3 out of 6 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SHEL (3.5%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
SHEL	0.35%	3.5%	$2.7
LLY	0.18%	0.62%	$4.86
AAPL	0.05%	0.4%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7/10

Beta

0.7

0.8

1.2

Sharpe Ratio

0.9

0.5

1.5

Sortino Ratio

1.49

Jensen's Alpha

6.29

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

2.02

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

0.83

0.3

0.6

Beta

0.7

0.8

1.2

Sharpe Ratio

0.9

0.5

1.5

Sortino Ratio

1.49

Jensen's Alpha

6.29

-2

Omega Ratio

1.08

1.5

2.5

Treynor Ratio

2.02

0.75

1.25

Information Ratio

0.09

0.3

0.6

Calmar Ratio

282.99

Low:

SHEL

15.99

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-23.61%	May 2020	Feb 2021	9
-16.98%	Apr 2022	Apr 2023	12
-8.24%	Sep 2024	Feb 2025	5
-7.1%	Mar 2021	Jun 2021	3
-6.21%	Mar 2026	-	1
-6.12%	Mar 2025	Aug 2025	5
-4.19%	Sep 2023	Nov 2023	2
-3.82%	Jan 2022	Mar 2022	2
-2.66%	Sep 2021	Oct 2021	1
-1.03%	Jul 2024	Aug 2024	1
-0.18%	May 2023	Jun 2023	1