Portfolio of StefanIvanov

StefanIvanov_

🇬🇧 Index 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

-5.53%

This Month

+36.76%

Year To Date

-36.72%

2 Years

-36.72%

5 Years

-36.72%

10 Years

-25.1%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
32.64%
⛏️ Energy Minerals
9.32%
💵 Cash
3.59%
🧩 Miscellaneous
0.24%

Exchanges Breakdown

Exchange
Total

🌍 CFD
32.64%
🇺🇸 NYSE
9.57%

Countries Breakdown

Country
Total

🇺🇸 United States
9.32%

Dividends

Dividend Yield

0.14%

2 out of 3 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $OXY (1.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
OXY	0.14%	1.55%	$0.8
SPY	0%	-1.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
OXY	Pay Day	Apr 15, 2026	$0.26

Performance Metrics

Score 3/10

Beta

-2.28

-3

0.8

1.2

-3

Sharpe Ratio

-0.53

-1

0.5

1.5

Sortino Ratio

-0.64

-1

Jensen's Alpha

-9.54

-10

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.66

-1

0.3

0.6

Calmar Ratio

-0.58

-1

0.3

0.6

Beta

-2.28

-3

0.8

1.2

-3

Sharpe Ratio

-0.53

-1

0.5

1.5

Sortino Ratio

-0.64

-1

Jensen's Alpha

-9.54

-10

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.66

-1

0.3

0.6

Calmar Ratio

-0.58

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

38.44

High:

OXY

N/A

Details

Price/Book

2.21

High:

OXY

2.21

Low:

OXY

2.21

Details

Price/Sales

2.47

High:

OXY

2.47

Low:

OXY

2.47

Details

Price/CF

3.86

High:

OXY

3.86

Low:

OXY

3.86

Details

Price/FCF

16.18

High:

OXY

16.18

Low:

OXY

16.18

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-74.65%	Mar 2025	-	14
-3.29%	Oct 2024	Dec 2024	2

Monthly Performance

Portfolio of StefanIvanov_ on eToro

StefanIvanov_

🇬🇧 Index 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

-5.53%

This Month

+36.76%

Year To Date

-36.72%

2 Years

-36.72%

5 Years

-36.72%

10 Years

-25.1%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📈 Indexes
32.64%
⛏️ Energy Minerals
9.32%
💵 Cash
3.59%
🧩 Miscellaneous
0.24%

Exchanges Breakdown

Exchange
Total

🌍 CFD
32.64%
🇺🇸 NYSE
9.57%

Countries Breakdown

Country
Total

🇺🇸 United States
9.32%

Dividends

Dividend Yield

0.14%

2 out of 3 instruments pay dividend.

1 dividend payments in the next 30 days.

Highest Dividend: $OXY (1.55%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
OXY	0.14%	1.55%	$0.8
SPY	0%	-1.13%	-

Next Dividends

Stock	Type	Date	Pay Per Share
OXY	Pay Day	Apr 15, 2026	$0.26

Performance Metrics

Score 3/10

Beta

-2.28

-3

0.8

1.2

-3

Sharpe Ratio

-0.53

-1

0.5

1.5

Sortino Ratio

-0.64

-1

Jensen's Alpha

-9.54

-10

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.66

-1

0.3

0.6

Calmar Ratio

-0.58

-1

0.3

0.6

Beta

-2.28

-3

0.8

1.2

-3

Sharpe Ratio

-0.53

-1

0.5

1.5

Sortino Ratio

-0.64

-1

Jensen's Alpha

-9.54

-10

4.5

Omega Ratio

0.58

1.5

2.5

Treynor Ratio

1.29

0.75

1.25

Information Ratio

-0.66

-1

0.3

0.6

Calmar Ratio

-0.58

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

38.44

High:

OXY

N/A

Details

Price/Book

2.21

High:

OXY

2.21

Low:

OXY

2.21

Details

Price/Sales

2.47

High:

OXY

2.47

Low:

OXY

2.47

Details

Price/CF

3.86

High:

OXY

3.86

Low:

OXY

3.86

Details

Price/FCF

16.18

High:

OXY

16.18

Low:

OXY

16.18

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-74.65%	Mar 2025	-	14
-3.29%	Oct 2024	Dec 2024	2