Portfolio of SimonAPedersen on eToro

SimonAPedersen

🇩🇰 Diversified ETF Investor.

280 copiers.

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

Summary

-0.88%

This Month

+9.86%

Year To Date

+22.8%

2 Years

+119.71%

5 Years

+166.44%

10 Years

+15.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
41%
🖥️ Technology Services
37.95%
💻 Electronic Technology
5.59%
🛍️ Retail Trade
5.5%
🍞 Consumer Non Durables
4.17%
💵 Cash
3.86%
🏭 Industrial Services
3.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.03%
🇺🇸 NYSE
48.73%

Countries Breakdown

Country
Total

🇺🇸 United States
56.76%

Dividends

Dividend Yield

0.45%

4 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KO (2.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.28%	0.73%	$3
KO	0.1%	2.36%	$1.89
WM	0.06%	1.71%	$2.9
AAPL	0.02%	0.31%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53

Performance Metrics

Score 6.5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

3.11

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

3.11

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.38

High:

AAPL

38.63

Low:

MSFT

22.94

Details

PEG Ratio

130.01

High:

822.01

Low:

MSFT

77.41

Details

Price/Book

8.05

High:

AAPL

45.79

Low:

AMZN

5.97

Details

Price/Sales

8.03

High:

AAPL

10.62

Low:

AMZN

3.59

Details

Price/CF

17.5

High:

AAPL

28.46

Low:

14.67

Details

Price/FCF

56.24

High:

AMZN

325.85

Low:

AAPL

34.5

Details

P/E Ratio

25.38

High:

AAPL

38.63

Low:

MSFT

22.94

Details

PEG Ratio

130.01

High:

822.01

Low:

MSFT

77.41

Details

Price/Book

8.05

High:

AAPL

45.79

Low:

AMZN

5.97

Details

Price/Sales

8.03

High:

AAPL

10.62

Low:

AMZN

3.59

Details

Price/CF

17.5

High:

AAPL

28.46

Low:

14.67

Details

Price/FCF

56.24

High:

AMZN

325.85

Low:

AAPL

34.5

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.95%	Jan 2020	Nov 2020	10
-17.79%	Jan 2022	Mar 2023	14
-10.8%	Nov 2025	May 2026	6
-7.73%	Jun 2026	Jul 2026	1
-7.65%	Dec 2024	May 2025	5
-6.22%	Aug 2023	Nov 2023	3
-5.48%	Apr 2024	Jun 2024	2
-4.64%	Sep 2021	Oct 2021	1
-3.05%	Oct 2024	Nov 2024	1
-3.02%	Jan 2021	Feb 2021	1
-2.32%	Nov 2021	Dec 2021	1
-1.93%	Jul 2024	Sep 2024	2
-0.92%	Aug 2025	Oct 2025	2
-0.88%	Sep 2026	-	1
-0.08%	Jun 2021	Jul 2021	1

Monthly Performance

Portfolio of SimonAPedersen on eToro

SimonAPedersen

🇩🇰 Diversified ETF Investor.

280 copiers.

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

Summary

-0.88%

This Month

+9.86%

Year To Date

+22.8%

2 Years

+119.71%

5 Years

+166.44%

10 Years

+15.42%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
41%
🖥️ Technology Services
37.95%
💻 Electronic Technology
5.59%
🛍️ Retail Trade
5.5%
🍞 Consumer Non Durables
4.17%
💵 Cash
3.86%
🏭 Industrial Services
3.55%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
49.03%
🇺🇸 NYSE
48.73%

Countries Breakdown

Country
Total

🇺🇸 United States
56.76%

Dividends

Dividend Yield

0.45%

4 out of 7 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $KO (2.36%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
MSFT	0.28%	0.73%	$3
KO	0.1%	2.36%	$1.89
WM	0.06%	1.71%	$2.9
AAPL	0.02%	0.31%	$0.97

Next Dividends

Stock	Type	Date	Pay Per Share
AAPL	Ex-Dividend	Nov 10, 2026	$0.27
MSFT	Ex-Dividend	Nov 20, 2026	$0.91
WM	Ex-Dividend	Dec 11, 2026	$0.94
KO	Ex-Dividend	Dec 15, 2026	$0.53

Performance Metrics

Score 6.5/10

Beta

0.87

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

3.11

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Beta

0.87

0.8

1.2

Sharpe Ratio

0.77

0.5

1.5

Sortino Ratio

1.32

Jensen's Alpha

3.11

-2

4.5

Omega Ratio

1.13

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

0.15

0.3

0.6

Calmar Ratio

0.79

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

25.38

High:

AAPL

38.63

Low:

MSFT

22.94

Details

PEG Ratio

130.01

High:

822.01

Low:

MSFT

77.41

Details

Price/Book

8.05

High:

AAPL

45.79

Low:

AMZN

5.97

Details

Price/Sales

8.03

High:

AAPL

10.62

Low:

AMZN

3.59

Details

Price/CF

17.5

High:

AAPL

28.46

Low:

14.67

Details

Price/FCF

56.24

High:

AMZN

325.85

Low:

AAPL

34.5

Details

P/E Ratio

25.38

High:

AAPL

38.63

Low:

MSFT

22.94

Details

PEG Ratio

130.01

High:

822.01

Low:

MSFT

77.41

Details

Price/Book

8.05

High:

AAPL

45.79

Low:

AMZN

5.97

Details

Price/Sales

8.03

High:

AAPL

10.62

Low:

AMZN

3.59

Details

Price/CF

17.5

High:

AAPL

28.46

Low:

14.67

Details

Price/FCF

56.24

High:

AMZN

325.85

Low:

AAPL

34.5

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-19.95%	Jan 2020	Nov 2020	10
-17.79%	Jan 2022	Mar 2023	14
-10.8%	Nov 2025	May 2026	6
-7.73%	Jun 2026	Jul 2026	1
-7.65%	Dec 2024	May 2025	5
-6.22%	Aug 2023	Nov 2023	3
-5.48%	Apr 2024	Jun 2024	2
-4.64%	Sep 2021	Oct 2021	1
-3.05%	Oct 2024	Nov 2024	1
-3.02%	Jan 2021	Feb 2021	1
-2.32%	Nov 2021	Dec 2021	1
-1.93%	Jul 2024	Sep 2024	2
-0.92%	Aug 2025	Oct 2025	2
-0.88%	Sep 2026	-	1
-0.08%	Jun 2021	Jul 2021	1