Portfolio of ShaunCockcroft on eToro

ShaunCockcroft

🇬🇧 Stock and Crypto Multi-Strategy Investor.

2 copiers.

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

Summary

+0.65%

This Month

+0.16%

Year To Date

+15.05%

2 Years

-43.67%

5 Years

-45.27%

10 Years

-12.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
23.53%
💰 Finance
14.15%
📊 ETFs
8.87%
🛍️ Retail Trade
8.44%
⛏️ Energy Minerals
8.38%
🧪 Process Industries
7.71%
🧬 Health Technology
6.28%
📡 Communications
6.13%
🍞 Consumer Non Durables
4.04%
🚗 Consumer Durables
3.8%
🚚 Transportation
2.75%
🖥️ Technology Services
1.75%
💇‍♀️ Consumer Services
1.57%
📦 Distribution Services
1.43%
💼 Commercial Services
1.02%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.07%
🌍 Digital Currency
23.53%
🇺🇸 Nasdaq
20.81%
🇬🇧 LSE
15.1%
🇭🇰 Hong Kong Exchanges
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
42.77%
🇬🇧 United Kingdom
12.43%
🇮🇳 India
4.42%
🇨🇳 China
4.26%
🇺🇾 Uruguay
3.05%
🇮🇱 Israel
0.53%

Dividends

Dividend Yield

2.74%

21 out of 31 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TW.L (9.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.44%	4.92%	$3.09
DOW	0.41%	5.36%	$2.8
TW.L	0.35%	9.1%	$0.1
VZ	0.34%	5.49%	$2.66
PFE	0.33%	6.48%	$1.66
CVX	0.21%	3.71%	$6.28
GRG.L	0.12%	4.19%	$0.6
JD.US	0.11%	3.93%	$0.74
UPS	0.09%	5.95%	$6.5
GRI.L	0.06%	4.5%	$0.07
DGE.L	0.05%	4.09%	$0.81
SBUX	0.04%	2.55%	$2.24
EZJ.L	0.04%	3.11%	$0.05
POOL	0.03%	2.27%	$4.5
CARD.L	0.03%	7%	$0.05
REL.L	0.03%	2.62%	$0.59
HDB	0.02%	1.04%	$0.6
9988.HK	0.01%	0.81%	$0.98
RIGD.L	0.01%	0.35%	$0.18
MSFT	0.01%	0.86%	$3
JD.L	0.01%	1.29%	$0.01

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.33

0.8

1.2

Sharpe Ratio

-0.6

-1

0.5

1.5

Sortino Ratio

-0.69

-1

Jensen's Alpha

-15.07

-16

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

-3.21

-4

0.75

1.25

Information Ratio

-1

-2

0.3

0.6

Calmar Ratio

-0.18

-1

0.3

0.6

Beta

0.33

0.8

1.2

Sharpe Ratio

-0.6

-1

0.5

1.5

Sortino Ratio

-0.69

-1

Jensen's Alpha

-15.07

-16

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

-3.21

-4

0.75

1.25

Information Ratio

-1

-2

0.3

0.6

Calmar Ratio

-0.18

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

22.11

High:

SBUX

80.94

Low:

VKTX

-10.1

Details

PEG Ratio

334.15

High:

MELI

997.84

Low:

GRI.L

1.21

Details

Price/Book

2.34

High:

REL.L

19.63

Low:

SBUX

-13.19

Details

Price/Sales

2.38

High:

MSTR

90.21

Low:

VKTX

Details

Price/CF

12.17

High:

MSTR

7,511.07

Low:

EZJ.L

2.05

Details

Price/FCF

47.25

High:

9988.HK

2,771.01

Low:

EZJ.L

4.94

Details

P/E Ratio

22.11

High:

SBUX

80.94

Low:

VKTX

-10.1

Details

PEG Ratio

334.15

High:

MELI

997.84

Low:

GRI.L

1.21

Details

Price/Book

2.34

High:

REL.L

19.63

Low:

SBUX

-13.19

Details

Worst Drawdowns

Depth	Start	End	Total months
-62.59%	Jul 2021	-	57

Monthly Performance

Portfolio of ShaunCockcroft on eToro

ShaunCockcroft

🇬🇧 Stock and Crypto Multi-Strategy Investor.

2 copiers.

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

Summary

+0.65%

This Month

+0.16%

Year To Date

+15.05%

2 Years

-43.67%

5 Years

-45.27%

10 Years

-12.53%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🪙 Cryptocurrencies
23.53%
💰 Finance
14.15%
📊 ETFs
8.87%
🛍️ Retail Trade
8.44%
⛏️ Energy Minerals
8.38%
🧪 Process Industries
7.71%
🧬 Health Technology
6.28%
📡 Communications
6.13%
🍞 Consumer Non Durables
4.04%
🚗 Consumer Durables
3.8%
🚚 Transportation
2.75%
🖥️ Technology Services
1.75%
💇‍♀️ Consumer Services
1.57%
📦 Distribution Services
1.43%
💼 Commercial Services
1.02%
💵 Cash
0.15%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
39.07%
🌍 Digital Currency
23.53%
🇺🇸 Nasdaq
20.81%
🇬🇧 LSE
15.1%
🇭🇰 Hong Kong Exchanges
1.33%

Countries Breakdown

Country
Total

🇺🇸 United States
42.77%
🇬🇧 United Kingdom
12.43%
🇮🇳 India
4.42%
🇨🇳 China
4.26%
🇺🇾 Uruguay
3.05%
🇮🇱 Israel
0.53%

Dividends

Dividend Yield

2.74%

21 out of 31 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $TW.L (9.1%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
O	0.44%	4.92%	$3.09
DOW	0.41%	5.36%	$2.8
TW.L	0.35%	9.1%	$0.1
VZ	0.34%	5.49%	$2.66
PFE	0.33%	6.48%	$1.66
CVX	0.21%	3.71%	$6.28
GRG.L	0.12%	4.19%	$0.6
JD.US	0.11%	3.93%	$0.74
UPS	0.09%	5.95%	$6.5
GRI.L	0.06%	4.5%	$0.07
DGE.L	0.05%	4.09%	$0.81
SBUX	0.04%	2.55%	$2.24
EZJ.L	0.04%	3.11%	$0.05
POOL	0.03%	2.27%	$4.5
CARD.L	0.03%	7%	$0.05
REL.L	0.03%	2.62%	$0.59
HDB	0.02%	1.04%	$0.6
9988.HK	0.01%	0.81%	$0.98
RIGD.L	0.01%	0.35%	$0.18
MSFT	0.01%	0.86%	$3
JD.L	0.01%	1.29%	$0.01

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.7/10

Beta

0.33

0.8

1.2

Sharpe Ratio

-0.6

-1

0.5

1.5

Sortino Ratio

-0.69

-1

Jensen's Alpha

-15.07

-16

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

-3.21

-4

0.75

1.25

Information Ratio

-1

-2

0.3

0.6

Calmar Ratio

-0.18

-1

0.3

0.6

Beta

0.33

0.8

1.2

Sharpe Ratio

-0.6

-1

0.5

1.5

Sortino Ratio

-0.69

-1

Jensen's Alpha

-15.07

-16

4.5

Omega Ratio

0.47

1.5

2.5

Treynor Ratio

-3.21

-4

0.75

1.25

Information Ratio

-1

-2

0.3

0.6

Calmar Ratio

2.38

High:

MSTR

90.21

Low:

VKTX

Details

Price/CF

12.17

High:

MSTR

7,511.07

Low:

EZJ.L

2.05

Details

Price/FCF

47.25

High:

9988.HK

2,771.01

Low:

EZJ.L

4.94

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-62.59%	Jul 2021	-	57