Portfolio of SimM1c on eToro

SimM1c

🇨🇿 Stock Income Investor.

3 copiers.

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

Summary

-6.02%

This Month

+3.34%

Year To Date

+33.33%

2 Years

+51.08%

5 Years

+51.08%

10 Years

+12.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
14.41%
💰 Finance
13.73%
🚗 Consumer Durables
11.76%
🛍️ Retail Trade
11.01%
💻 Electronic Technology
10.8%
💵 Cash
9.57%
🛠️ Producer Manufacturing
7.59%
⛏️ Energy Minerals
5.99%
🧬 Health Technology
4.96%
📡 Communications
4.03%
💇‍♀️ Consumer Services
3.31%
🪨 Non Energy Minerals
2.4%
🖥️ Technology Services
2.28%
🏥 Health Services
0.52%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.61%
🇺🇸 Nasdaq
19.24%
🇩🇪 FRA
11.86%
🇫🇷 Euronext Paris
7.51%
🇬🇧 LSE
4.07%
🇸🇪 Stockholm Stock Exchange
2.96%
🇨🇭 SIX
2.13%
🇭🇰 Hong Kong Exchanges
1.73%
🇳🇱 Euronext Amsterdam
0.69%

Countries Breakdown

Country
Total

🇺🇸 United States
53.48%
🇩🇪 Germany
11.86%
🇫🇷 France
7.51%
🇬🇧 United Kingdom
5.57%
🇹🇼 Taiwan
3.52%
🇸🇪 Sweden
2.96%
🇨🇭 Switzerland
2.13%
🇧🇷 Brazil
2.03%
🇨🇳 China
1.55%
🇭🇰 Hong Kong
0.74%
🇨🇿 Czech Republic
0.69%
🇰🇷 South Korea
0.38%
🇮🇱 Israel
0.29%
🇳🇱 Netherlands
0.09%

Dividends

Dividend Yield

3.04%

52 out of 61 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IVR (16.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MBG.DE	0.29%	12.36%	$5.3
BMW.DE	0.18%	5.16%	$6
SWED-A.ST	0.17%	6.01%	$15.15
VOW3.DE	0.15%	6.71%	$9.06
PBR.A	0.15%	7.19%	$2.21
BNP.PA	0.13%	5.79%	$4.6
PEP	0.13%	3.49%	$5.15
WHR	0.11%	7.42%	$7
VZ	0.1%	5.49%	$2.66
IVR	0.09%	16.55%	$1.6
MMM	0.09%	1.86%	$5.21
MO	0.08%	6.19%	$3.92
PG	0.08%	2.69%	$3.83
TTE.PA	0.08%	5.08%	$3.06
MCD	0.07%	2.2%	$6.53
RIO	0.07%	4.15%	$4.34
NESN.ZU	0.06%	3.83%	$3
F	0.06%	4.71%	$0.78
O	0.06%	4.92%	$3.09
WMT	0.06%	0.78%	$0.81
ULVR.L	0.06%	3.38%	$1.47
CVS	0.06%	3.32%	$2.54
GLE.PA	0.05%	1.64%	$0.9
T	0.04%	3.87%	$1.11
JNJ	0.04%	2.13%	$4.81
KO	0.04%	2.64%	$1.89
MRK	0.04%	2.81%	$3.04
GSK.L	0.03%	3.1%	$0.59
TGT	0.03%	3.81%	$4.42
0992.HK	0.03%	4.22%	$0.38
JPM	0.03%	1.95%	$4.4
SHEL.L	0.03%	3.48%	$0.8
PUM.DE	0.03%	2.65%	$0.82
DTE.DE	0.03%	2.69%	$0.77
0998.HK	0.03%	5.61%	$0.38
SAN.PA	0.03%	5.23%	$3.76
TSM	0.03%	0.78%	$1.74
PSX	0.03%	2.99%	$4.3
CAT	0.02%	0.81%	$5.31
DBK.DE	0.02%	3.48%	$0.45
BAC	0.02%	2.2%	$0.96
XOM	0.02%	2.69%	$3.76
WB	0.02%	8.28%	-
HEI.DE	0.01%	1.79%	$3
UHR.ZU	0.01%	2.52%	$6.5
AVGO	0.01%	0.71%	$19.7
PSN.L	0.01%	4.43%	$0.6
MDLZ	0.01%	3.38%	$1.7
HUSQB.ST	0.01%	3.02%	$3
GOOGL	0%	0.28%	$0.2
BABA	0%	0.79%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.2/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.21

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.21

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

28.84

High:

UHR.ZU

153.74

Low:

INTC

-556.53

Details

PEG Ratio

191.73

High:

0998.HK

1,534.26

Low:

INTC

-566.72

Details

Price/Book

5.89

High:

NVDA

28.28

Low:

MCD

-131.7

Details

Price/Sales

2.98

High:

AVGO

24.3

Low:

VOW3.DE

0.15

Details

Price/CF

16.5

High:

PSN.L

391.34

Low:

GLE.PA

0.69

Details

Price/FCF

44.93

High:

PEP

5,797.72

Low:

GLE.PA

1.6

Details

P/E Ratio

28.84

High:

UHR.ZU

153.74

Low:

INTC

-556.53

Details

PEG Ratio

191.73

High:

0998.HK

1,534.26

Low:

INTC

-566.72

Details

Price/Book

5.89

High:

NVDA

28.28

Low:

MCD

-131.7

Details

Price/Sales

2.98

High:

AVGO

24.3

Low:

VOW3.DE

0.15

Details

Price/CF

16.5

High:

PSN.L

391.34

Low:

GLE.PA

0.69

Details

Price/FCF

44.93

High:

PEP

5,797.72

Low:

GLE.PA

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.77%	Aug 2023	Feb 2024	6
-9.17%	Aug 2022	Nov 2022	3
-6.02%	Mar 2026	-	1
-4.67%	May 2023	Jun 2023	1
-4.42%	Mar 2025	Jun 2025	3
-3.83%	Jun 2022	Jul 2022	1
-3.08%	Dec 2022	Jan 2023	1
-2.96%	Oct 2024	Jan 2025	3
-1.76%	Jun 2024	Jul 2024	1
-0.95%	Apr 2024	May 2024	1
-0.74%	Feb 2023	Mar 2023	1

Monthly Performance

Portfolio of SimM1c on eToro

SimM1c

🇨🇿 Stock Income Investor.

3 copiers.

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

Summary

-6.02%

This Month

+3.34%

Year To Date

+33.33%

2 Years

+51.08%

5 Years

+51.08%

10 Years

+12.51%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🍞 Consumer Non Durables
14.41%
💰 Finance
13.73%
🚗 Consumer Durables
11.76%
🛍️ Retail Trade
11.01%
💻 Electronic Technology
10.8%
💵 Cash
9.57%
🛠️ Producer Manufacturing
7.59%
⛏️ Energy Minerals
5.99%
🧬 Health Technology
4.96%
📡 Communications
4.03%
💇‍♀️ Consumer Services
3.31%
🪨 Non Energy Minerals
2.4%
🖥️ Technology Services
2.28%
🏥 Health Services
0.52%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
42.61%
🇺🇸 Nasdaq
19.24%
🇩🇪 FRA
11.86%
🇫🇷 Euronext Paris
7.51%
🇬🇧 LSE
4.07%
🇸🇪 Stockholm Stock Exchange
2.96%
🇨🇭 SIX
2.13%
🇭🇰 Hong Kong Exchanges
1.73%
🇳🇱 Euronext Amsterdam
0.69%

Countries Breakdown

Country
Total

🇺🇸 United States
53.48%
🇩🇪 Germany
11.86%
🇫🇷 France
7.51%
🇬🇧 United Kingdom
5.57%
🇹🇼 Taiwan
3.52%
🇸🇪 Sweden
2.96%
🇨🇭 Switzerland
2.13%
🇧🇷 Brazil
2.03%
🇨🇳 China
1.55%
🇭🇰 Hong Kong
0.74%
🇨🇿 Czech Republic
0.69%
🇰🇷 South Korea
0.38%
🇮🇱 Israel
0.29%
🇳🇱 Netherlands
0.09%

Dividends

Dividend Yield

3.04%

52 out of 61 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IVR (16.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MBG.DE	0.29%	12.36%	$5.3
BMW.DE	0.18%	5.16%	$6
SWED-A.ST	0.17%	6.01%	$15.15
VOW3.DE	0.15%	6.71%	$9.06
PBR.A	0.15%	7.19%	$2.21
BNP.PA	0.13%	5.79%	$4.6
PEP	0.13%	3.49%	$5.15
WHR	0.11%	7.42%	$7
VZ	0.1%	5.49%	$2.66
IVR	0.09%	16.55%	$1.6
MMM	0.09%	1.86%	$5.21
MO	0.08%	6.19%	$3.92
PG	0.08%	2.69%	$3.83
TTE.PA	0.08%	5.08%	$3.06
MCD	0.07%	2.2%	$6.53
RIO	0.07%	4.15%	$4.34
NESN.ZU	0.06%	3.83%	$3
F	0.06%	4.71%	$0.78
O	0.06%	4.92%	$3.09
WMT	0.06%	0.78%	$0.81
ULVR.L	0.06%	3.38%	$1.47
CVS	0.06%	3.32%	$2.54
GLE.PA	0.05%	1.64%	$0.9
T	0.04%	3.87%	$1.11
JNJ	0.04%	2.13%	$4.81
KO	0.04%	2.64%	$1.89
MRK	0.04%	2.81%	$3.04
GSK.L	0.03%	3.1%	$0.59
TGT	0.03%	3.81%	$4.42
0992.HK	0.03%	4.22%	$0.38
JPM	0.03%	1.95%	$4.4
SHEL.L	0.03%	3.48%	$0.8
PUM.DE	0.03%	2.65%	$0.82
DTE.DE	0.03%	2.69%	$0.77
0998.HK	0.03%	5.61%	$0.38
SAN.PA	0.03%	5.23%	$3.76
TSM	0.03%	0.78%	$1.74
PSX	0.03%	2.99%	$4.3
CAT	0.02%	0.81%	$5.31
DBK.DE	0.02%	3.48%	$0.45
BAC	0.02%	2.2%	$0.96
XOM	0.02%	2.69%	$3.76
WB	0.02%	8.28%	-
HEI.DE	0.01%	1.79%	$3
UHR.ZU	0.01%	2.52%	$6.5
AVGO	0.01%	0.71%	$19.7
PSN.L	0.01%	4.43%	$0.6
MDLZ	0.01%	3.38%	$1.7
HUSQB.ST	0.01%	3.02%	$3
GOOGL	0%	0.28%	$0.2
BABA	0%	0.79%	$0.98
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 6.2/10

Beta

0.69

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.21

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

1.01

0.3

0.6

Beta

0.69

0.8

1.2

Sharpe Ratio

0.67

0.5

1.5

Sortino Ratio

1.06

Jensen's Alpha

3.21

-2

4.5

Omega Ratio

1.04

1.5

2.5

Treynor Ratio

1.08

0.75

1.25

Information Ratio

0.06

0.3

0.6

Calmar Ratio

5,797.72

Low:

GLE.PA

1.6

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-12.77%	Aug 2023	Feb 2024	6
-9.17%	Aug 2022	Nov 2022	3
-6.02%	Mar 2026	-	1
-4.67%	May 2023	Jun 2023	1
-4.42%	Mar 2025	Jun 2025	3
-3.83%	Jun 2022	Jul 2022	1
-3.08%	Dec 2022	Jan 2023	1
-2.96%	Oct 2024	Jan 2025	3
-1.76%	Jun 2024	Jul 2024	1
-0.95%	Apr 2024	May 2024	1
-0.74%	Feb 2023	Mar 2023	1