Portfolio of SvenBaldauf on eToro

SvenBaldauf

🇩🇪 Stock Income Investor.

5 copiers.

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

Summary

+0.55%

This Month

+10.05%

Year To Date

+13.13%

2 Years

-4.52%

5 Years

-16.35%

10 Years

-2.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.97%
💵 Cash
20.47%
🧬 Health Technology
11.42%
🧪 Process Industries
7.5%
⛏️ Energy Minerals
4.44%
🚗 Consumer Durables
3.94%
💼 Commercial Services
3.75%
🛠️ Producer Manufacturing
2.18%
💻 Electronic Technology
2.1%
⚡ Utilities
1.77%
📡 Communications
1.35%
💇‍♀️ Consumer Services
0.98%
🍞 Consumer Non Durables
0.87%
🚚 Transportation
0.47%
🏭 Industrial Services
0.39%
🪨 Non Energy Minerals
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.13%
🇺🇸 Nasdaq
14.58%
🇩🇪 FRA
2.48%
🇬🇧 LSE
1.03%

Countries Breakdown

Country
Total

🇺🇸 United States
63.76%
🇩🇪 Germany
2.48%
🇧🇲 Bermuda
2.09%
🇲🇽 Mexico
1.39%
🇷🇺 Russia
1.03%
🇬🇷 Greece
0.47%

Dividends

Dividend Yield

3.63%

43 out of 52 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	0.84%	12.49%	$2.6
MNODL.L	0.35%	473.72%	-
STWD	0.33%	11.94%	$1.92
WD	0.23%	6.34%	$2.56
SVSTL.L	0.19%	2546.05%	-
OGZDL.L	0.19%	67.74%	-
CCI	0.17%	5.6%	$6.26
EMN	0.16%	4.71%	$3.22
WLK	0.12%	2.83%	$2
MAA	0.1%	4.76%	$5.81
THO	0.1%	2.7%	$1.89
FIE.DE	0.09%	3.58%	$1
WPC	0.09%	5.26%	$3.67
AMT	0.08%	3.97%	$6.56
VZ	0.08%	5.57%	$2.66
ROSNL.L	0.06%	21.42%	-
O	0.04%	5.29%	$3.09
LTC.US	0.04%	5.53%	$2.28
LEA	0.04%	2.29%	$3.08
OTTR	0.03%	2.46%	$1.81
EGY	0.03%	4.17%	$0.25
PYPL	0.03%	0.76%	-
OVV	0.03%	1.85%	$1.2
BX	0.03%	3.65%	$3.36
KDP	0.02%	2.82%	$0.86
BAX	0.02%	0.77%	$1.16
LKOD.L	0.02%	76.06%	-
SHIP	0.01%	3.07%	$0.1
DIS	0.01%	1.42%	$0.75
DHR	0.01%	0.69%	$1.05
CGNX	0.01%	0.54%	$0.3
FITB	0.01%	2.92%	$1.4
ABBV	0.01%	2.66%	$6.06
MET.US	0.01%	2.38%	$2.11
HWC	0.01%	2.51%	$1.3
MA	0.01%	0.58%	$2.46
TECH	0.01%	0.44%	$0.32
JPM	0.01%	1.67%	$4.4
SLM	0.01%	1.92%	$0.44
MLR	0.01%	1.46%	$0.74
NDSN	0%	1.03%	$2.72
V	0%	0.69%	$2.01
LB	0%	0.51%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.38

High:

TECH

102.41

Low:

BAX

-11.58

Details

PEG Ratio

3,444.74

High:

DHR

76,940

Low:

SVSTL.L

Details

Price/Book

3.01

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

3.07

High:

28.67

Low:

LEA

0.3

Details

Price/CF

11.15

High:

SLM

474.98

Low:

ATADL.L

0.14

Details

Price/FCF

18.06

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

P/E Ratio

19.38

High:

TECH

102.41

Low:

BAX

-11.58

Details

PEG Ratio

3,444.74

High:

DHR

76,940

Low:

SVSTL.L

Details

Price/Book

3.01

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

3.07

High:

28.67

Low:

LEA

0.3

Details

Price/CF

11.15

High:

SLM

474.98

Low:

ATADL.L

0.14

Details

Price/FCF

18.06

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.27%	Jan 2022	-	57
-39.33%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1

Monthly Performance

Portfolio of SvenBaldauf on eToro

SvenBaldauf

🇩🇪 Stock Income Investor.

5 copiers.

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

Summary

+0.55%

This Month

+10.05%

Year To Date

+13.13%

2 Years

-4.52%

5 Years

-16.35%

10 Years

-2.21%

Annualized

Diversification

Sectors Breakdown

Sector
Total

💰 Finance
29.97%
💵 Cash
20.47%
🧬 Health Technology
11.42%
🧪 Process Industries
7.5%
⛏️ Energy Minerals
4.44%
🚗 Consumer Durables
3.94%
💼 Commercial Services
3.75%
🛠️ Producer Manufacturing
2.18%
💻 Electronic Technology
2.1%
⚡ Utilities
1.77%
📡 Communications
1.35%
💇‍♀️ Consumer Services
0.98%
🍞 Consumer Non Durables
0.87%
🚚 Transportation
0.47%
🏭 Industrial Services
0.39%
🪨 Non Energy Minerals
0.08%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
53.13%
🇺🇸 Nasdaq
14.58%
🇩🇪 FRA
2.48%
🇬🇧 LSE
1.03%

Countries Breakdown

Country
Total

🇺🇸 United States
63.76%
🇩🇪 Germany
2.48%
🇧🇲 Bermuda
2.09%
🇲🇽 Mexico
1.39%
🇷🇺 Russia
1.03%
🇬🇷 Greece
0.47%

Dividends

Dividend Yield

3.63%

43 out of 52 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	0.84%	12.49%	$2.6
MNODL.L	0.35%	473.72%	-
STWD	0.33%	11.94%	$1.92
WD	0.23%	6.34%	$2.56
SVSTL.L	0.19%	2546.05%	-
OGZDL.L	0.19%	67.74%	-
CCI	0.17%	5.6%	$6.26
EMN	0.16%	4.71%	$3.22
WLK	0.12%	2.83%	$2
MAA	0.1%	4.76%	$5.81
THO	0.1%	2.7%	$1.89
FIE.DE	0.09%	3.58%	$1
WPC	0.09%	5.26%	$3.67
AMT	0.08%	3.97%	$6.56
VZ	0.08%	5.57%	$2.66
ROSNL.L	0.06%	21.42%	-
O	0.04%	5.29%	$3.09
LTC.US	0.04%	5.53%	$2.28
LEA	0.04%	2.29%	$3.08
OTTR	0.03%	2.46%	$1.81
EGY	0.03%	4.17%	$0.25
PYPL	0.03%	0.76%	-
OVV	0.03%	1.85%	$1.2
BX	0.03%	3.65%	$3.36
KDP	0.02%	2.82%	$0.86
BAX	0.02%	0.77%	$1.16
LKOD.L	0.02%	76.06%	-
SHIP	0.01%	3.07%	$0.1
DIS	0.01%	1.42%	$0.75
DHR	0.01%	0.69%	$1.05
CGNX	0.01%	0.54%	$0.3
FITB	0.01%	2.92%	$1.4
ABBV	0.01%	2.66%	$6.06
MET.US	0.01%	2.38%	$2.11
HWC	0.01%	2.51%	$1.3
MA	0.01%	0.58%	$2.46
TECH	0.01%	0.44%	$0.32
JPM	0.01%	1.67%	$4.4
SLM	0.01%	1.92%	$0.44
MLR	0.01%	1.46%	$0.74
NDSN	0%	1.03%	$2.72
V	0%	0.69%	$2.01
LB	0%	0.51%	-

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 2.3/10

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Beta

0.99

0.8

1.2

Sharpe Ratio

-0.12

-1

0.5

1.5

Sortino Ratio

-0.15

-1

Jensen's Alpha

-12.75

-13

4.5

Omega Ratio

0.31

1.5

2.5

Treynor Ratio

-0.22

-1

0.75

1.25

Information Ratio

-1.07

-2

0.3

0.6

Calmar Ratio

-0.05

-1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.38

High:

TECH

102.41

Low:

BAX

-11.58

Details

PEG Ratio

3,444.74

High:

DHR

76,940

Low:

SVSTL.L

Details

Price/Book

3.01

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

3.07

High:

28.67

Low:

LEA

0.3

Details

Price/CF

11.15

High:

SLM

474.98

Low:

ATADL.L

0.14

Details

Price/FCF

18.06

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

P/E Ratio

19.38

High:

TECH

102.41

Low:

BAX

-11.58

Details

PEG Ratio

3,444.74

High:

DHR

76,940

Low:

SVSTL.L

Details

Price/Book

3.01

High:

69.54

Low:

ABBV

-76.36

Details

Price/Sales

3.07

High:

28.67

Low:

LEA

0.3

Details

Price/CF

11.15

High:

SLM

474.98

Low:

ATADL.L

0.14

Details

Price/FCF

18.06

High:

MAA

2,924.9

Low:

ATADL.L

0.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-42.27%	Jan 2022	-	57
-39.33%	Nov 2018	Oct 2021	35
-3.41%	Nov 2021	Dec 2021	1