Portfolio of SvenBaldauf on eToro

SvenBaldauf

🇩🇪 Stock Income Investor.

4 copiers.

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

Summary

-0.19%

This Month

+7.11%

Year To Date

+15.89%

2 Years

-0.68%

5 Years

-23.66%

10 Years

-3.66%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.91%
💵 Cash
14.36%
🧬 Health Technology
10.71%
💻 Electronic Technology
8.4%
🧪 Process Industries
6.93%
⛏️ Energy Minerals
5.84%
🚚 Transportation
5.21%
💼 Commercial Services
5.14%
🛠️ Producer Manufacturing
3.23%
💇‍♀️ Consumer Services
3.02%
🚗 Consumer Durables
1.6%
🍞 Consumer Non Durables
1.52%
📡 Communications
1.37%
⚡ Utilities
0.48%
🪨 Non Energy Minerals
0.46%
🏭 Industrial Services
0.44%
❓ Other
0.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.22%
🇺🇸 Nasdaq
17.25%
🇩🇪 FRA
1.73%
🇬🇧 LSE
1.05%
🇺🇸 Chicago Board Options Exchange
0.38%

Countries Breakdown

Country
Total

🇺🇸 United States
66.32%
🇲🇨 Monaco
2.46%
🇩🇪 Germany
1.73%
🇲🇽 Mexico
1.61%
🇨🇦 Canada
1.5%
🇮🇪 Ireland
1.47%
🇨🇭 Switzerland
1.43%
🇨🇾 Cyprus
1.32%
🇷🇺 Russia
1.05%
🇧🇲 Bermuda
0.35%

Dividends

Dividend Yield

3.64%

47 out of 59 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.79%	12.08%	$2.6
MNODL.L	0.35%	473.72%	-
OGZDL.L	0.19%	67.74%	-
SVSTL.L	0.19%	2546.05%	-
STWD	0.17%	10.49%	$1.92
EMN	0.17%	5.48%	$3.22
WD	0.12%	4.19%	$2.56
WLK	0.12%	3.1%	$2
CCI	0.11%	5.38%	$6.26
WPC	0.1%	5.36%	$3.67
VZ	0.09%	6.62%	$2.66
LEA	0.08%	2.83%	$3.08
AGNC	0.08%	13.73%	$1.44
MAA	0.08%	4.24%	$5.81
BAX	0.07%	2.82%	$1.16
CNQ	0.07%	4.9%	$1.48
STNG	0.07%	2.9%	$1.4
LTC.US	0.07%	6.44%	$2.28
AMT	0.07%	3.78%	$6.56
ROSNL.L	0.06%	21.42%	-
ADC	0.06%	4.11%	$2.96
PFG	0.05%	3.6%	$2.72
FRO	0.05%	4%	$2.17
XOM	0.05%	3.42%	$3.76
O	0.05%	5.51%	$3.09
FIE.DE	0.05%	2.68%	$1
KDP	0.04%	3.23%	$0.86
THO	0.03%	1.98%	$1.89
CGNX	0.03%	0.84%	$0.3
LKOD.L	0.02%	76.06%	-
MMS	0.02%	1.42%	$1.18
LOGI	0.02%	1.33%	$1.18
DIS	0.02%	0.95%	$0.75
STE	0.01%	0.92%	$2.08
HXL	0.01%	0.88%	$0.55
DHR	0.01%	0.54%	$1.05
ATO	0.01%	2.12%	$3.16
GILD	0.01%	2.58%	$3.04
TECH	0.01%	0.51%	$0.32
CINF	0.01%	2.15%	$3.12
PYPL	0.01%	0.23%	-
H	0.01%	0.38%	$0.6
STLD	0%	1.2%	$1.77
ROL	0%	1.12%	$0.58
XYL	0%	1.14%	$1.38
IRMD	0%	0.72%	$0.3
HEI	0%	0.07%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

1.04

0.8

1.2

Sharpe Ratio

-0.17

-1

0.5

1.5

Sortino Ratio

-0.2

-1

Jensen's Alpha

-14.19

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.3

-1

0.75

1.25

Information Ratio

-1.15

-2

0.3

0.6

Calmar Ratio

-0.08

-1

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

-0.17

-1

0.5

1.5

Sortino Ratio

-0.2

-1

Jensen's Alpha

-14.19

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.3

-1

0.75

1.25

Information Ratio

-1.15

-2

0.3

0.6

Calmar Ratio

-0.08

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.02

High:

LSCC

384.73

Low:

-169.8

Details

PEG Ratio

158.93

High:

2,982.68

Low:

SVSTL.L

Details

Price/Book

2.05

High:

AMT

21.19

Low:

CCI

-25.82

Details

Price/Sales

2.03

High:

LSCC

21.16

Low:

LEA

0.25

Details

Price/CF

9.74

High:

LSCC

60.47

Low:

ATADL.L

0.14

Details

Price/FCF

29.73

High:

MAA

3,373.93

Low:

ATADL.L

0.53

Details

P/E Ratio

18.02

High:

LSCC

384.73

Low:

-169.8

Worst Drawdowns

Depth	Start	End	Total months
-42.15%	Jan 2022	-	48
-39.35%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1

Monthly Performance

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
24.91%
💵 Cash
14.36%
🧬 Health Technology
10.71%
💻 Electronic Technology
8.4%
🧪 Process Industries
6.93%
⛏️ Energy Minerals
5.84%
🚚 Transportation
5.21%
💼 Commercial Services
5.14%
🛠️ Producer Manufacturing
3.23%
💇‍♀️ Consumer Services
3.02%
🚗 Consumer Durables
1.6%
🍞 Consumer Non Durables
1.52%
📡 Communications
1.37%
⚡ Utilities
0.48%
🪨 Non Energy Minerals
0.46%
🏭 Industrial Services
0.44%
❓ Other
0.38%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
59.22%
🇺🇸 Nasdaq
17.25%
🇩🇪 FRA
1.73%
🇬🇧 LSE
1.05%
🇺🇸 Chicago Board Options Exchange
0.38%

Countries Breakdown

Country
Total

🇺🇸 United States
66.32%
🇲🇨 Monaco
2.46%
🇩🇪 Germany
1.73%
🇲🇽 Mexico
1.61%
🇨🇦 Canada
1.5%
🇮🇪 Ireland
1.47%
🇨🇭 Switzerland
1.43%
🇨🇾 Cyprus
1.32%
🇷🇺 Russia
1.05%
🇧🇲 Bermuda
0.35%

Dividends

Dividend Yield

3.64%

47 out of 59 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $SVSTL.L (2546.05%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
NLY	0.79%	12.08%	$2.6
MNODL.L	0.35%	473.72%	-
OGZDL.L	0.19%	67.74%	-
SVSTL.L	0.19%	2546.05%	-
STWD	0.17%	10.49%	$1.92
EMN	0.17%	5.48%	$3.22
WD	0.12%	4.19%	$2.56
WLK	0.12%	3.1%	$2
CCI	0.11%	5.38%	$6.26
WPC	0.1%	5.36%	$3.67
VZ	0.09%	6.62%	$2.66
LEA	0.08%	2.83%	$3.08
AGNC	0.08%	13.73%	$1.44
MAA	0.08%	4.24%	$5.81
BAX	0.07%	2.82%	$1.16
CNQ	0.07%	4.9%	$1.48
STNG	0.07%	2.9%	$1.4
LTC.US	0.07%	6.44%	$2.28
AMT	0.07%	3.78%	$6.56
ROSNL.L	0.06%	21.42%	-
ADC	0.06%	4.11%	$2.96
PFG	0.05%	3.6%	$2.72
FRO	0.05%	4%	$2.17
XOM	0.05%	3.42%	$3.76
O	0.05%	5.51%	$3.09
FIE.DE	0.05%	2.68%	$1
KDP	0.04%	3.23%	$0.86
THO	0.03%	1.98%	$1.89
CGNX	0.03%	0.84%	$0.3
LKOD.L	0.02%	76.06%	-
MMS	0.02%	1.42%	$1.18
LOGI	0.02%	1.33%	$1.18
DIS	0.02%	0.95%	$0.75
STE	0.01%	0.92%	$2.08
HXL	0.01%	0.88%	$0.55
DHR	0.01%	0.54%	$1.05
ATO	0.01%	2.12%	$3.16
GILD	0.01%	2.58%	$3.04
TECH	0.01%	0.51%	$0.32
CINF	0.01%	2.15%	$3.12
PYPL	0.01%	0.23%	-
H	0.01%	0.38%	$0.6
STLD	0%	1.2%	$1.77
ROL	0%	1.12%	$0.58
XYL	0%	1.14%	$1.38
IRMD	0%	0.72%	$0.3
HEI	0%	0.07%	$0.2

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

1.04

0.8

1.2

Sharpe Ratio

-0.17

-1

0.5

1.5

Sortino Ratio

-0.2

-1

Jensen's Alpha

-14.19

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.3

-1

0.75

1.25

Information Ratio

-1.15

-2

0.3

0.6

Calmar Ratio

-0.08

-1

0.3

0.6

Beta

1.04

0.8

1.2

Sharpe Ratio

-0.17

-1

0.5

1.5

Sortino Ratio

-0.2

-1

Jensen's Alpha

-14.19

-15

4.5

Omega Ratio

0.27

1.5

2.5

Treynor Ratio

-0.3

-1

0.75

1.25

Information Ratio

-1.15

-2

0.3

0.6

Calmar Ratio

-0.08

-1

0.3

0.6

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

18.02

High:

LSCC

384.73

Low:

-169.8

18.02

High:

LSCC

384.73

Low:

-169.8

29.73

High:

MAA

3,373.93

Low:

ATADL.L

0.53

Details

Depth

Start

End

Total months

-42.15%

Jan 2022

-39.35%

Nov 2018

Oct 2021

-3.41%

Nov 2021

Dec 2021

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Diversification

Dividends

Performance MetricsYear to dateLast YearLast 2 YearsLast 3 YearsLast 5 YearsAll TimeCustomAll Time

Portfolio Valuation

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

P/E Ratio

PEG Ratio

Price/Book

Price/Sales

Price/CF

Price/FCF

Drawdowns

Monthly Performance

Performance Metrics

Performance Metrics