Portfolio of ToCaToAn on eToro

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ToCaToAn

🇮🇹 Value Stock Investor.

9 copiers.

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

Summary

0%

Today

-8.92%

This Month

-6.25%

Year To Date

+43.49%

2 Years

+86.91%

5 Years

-7.86%

Annualized

Diversification

Sectors Breakdown

Sector
Total

🧬 Health Technology
17.7%
💰 Finance
17.1%
🖥️ Technology Services
15.2%
💵 Cash
12.14%
📊 ETFs
12.1%
⛏️ Energy Minerals
6.25%
🚗 Consumer Durables
4.06%
🛠️ Producer Manufacturing
3.92%
🧪 Process Industries
3.78%
💇‍♀️ Consumer Services
1.9%
🍞 Consumer Non Durables
1.78%
💼 Commercial Services
1.25%
📦 Distribution Services
1.13%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
38.26%
🇺🇸 NYSE
33.86%
🇮🇹 Borsa Italiana
6.98%
🇬🇧 LSE
2.86%
🇩🇪 FRA
2.68%
🇦🇺 Sydney
1.55%

Countries Breakdown

Country
Total

🇺🇸 United States
49.1%
🇬🇧 United Kingdom
7.54%
🇮🇹 Italy
6.98%
🇩🇪 Germany
2.68%
🇧🇷 Brazil
2.31%
🇮🇪 Ireland
2.03%
🇨🇳 China
1.9%
🇦🇺 Australia
1.55%

Dividends

Dividend Yield

2%

20 out of 38 instruments pay dividend.

5 dividend payments in the next 30 days.

Highest Dividend: $PBR (15.73%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
PBR	0.36%	15.73%	$1.73
ENI.MI	0.19%	8.14%	$0.94
SPY	0.15%	1.28%	-
TBCG.L	0.15%	5.24%	$2.05
HOPE	0.12%	5.88%	$0.56
UCG.MI	0.11%	4.82%	$1.8
JOUT	0.11%	6.02%	$1.32
KAR.ASX	0.11%	7.1%	-
BMRC	0.09%	4.94%	$1
PRGO	0.09%	4.42%	$1.1
MRK	0.09%	4.05%	$3.04
SL.MI	0.08%	3.7%	$1
MPB	0.07%	3.16%	$0.8
JUN3.DE	0.07%	2.66%	$0.75
RNST	0.06%	3.12%	$0.88
PUK	0.05%	2.23%	$0.41
ATAT	0.03%	1.75%	$0.13
KWR	0.03%	1.88%	$1.82
LOB	0.01%	0.5%	$0.12
GEHC	0%	0.21%	$0.12

Next Dividends

Stock	Type	Date	Pay Per Share
UCG.MI	Ex-Dividend	Apr 22, 2025	$1.52
UCG.MI	Pay Day	Apr 24, 2025	$1.52
JOUT	Pay Day	Apr 24, 2025	$0.33
GEHC	Ex-Dividend	Apr 25, 2025	$0.04
KWR	Pay Day	Apr 30, 2025	$0.48
PUK	Pay Day	May 14, 2025	$0.33
GEHC	Pay Day	May 15, 2025	$0.04
SL.MI	Ex-Dividend	May 19, 2025	$1.08
JUN3.DE	Ex-Dividend	May 21, 2025	$0.84
SL.MI	Pay Day	May 21, 2025	$1.08
JUN3.DE	Pay Day	May 23, 2025	$0.84
TBCG.L	Ex-Dividend	Jun 5, 2025	$1.99
TBCG.L	Pay Day	Jul 11, 2025	$1.99

Performance Metrics

Score 2.9/10

Beta

1.28

1.28

0

0.8

1.2

0

2

Sharpe Ratio

0.12

0.12

0

0.5

1

1.5

1.5

Sortino Ratio

0.21

0.21

0

1

2

3

3

Jensen's Alpha

-6.2

-6.2

-7

0

2

4.5

4.5

Omega Ratio

0.93

0.93

0

1

1.5

2.5

2.5

Treynor Ratio

0.46

0.46

0

0.75

1.25

2

2

Information Ratio

-0.06

-0.06

-1

0.3

0.6

1

1

Calmar Ratio

-0.08

-0.08

-1

0.3

0.6

1

1

Beta

1.28

1.28

0

0.8

1.2

0

2

Sharpe Ratio

0.12

0.12

0

0.5

1

1.5

1.5

Sortino Ratio

0.21

0.21

0

1

2

3

3

Jensen's Alpha

-6.2

-6.2

-7

0

2

4.5

4.5

Omega Ratio

0.93

0.93

0

1

1.5

2.5

2.5

Treynor Ratio

0.46

0.46

0

0.75

1.25

2

2

Information Ratio

-0.06

-0.06

-1

0.3

0.6

1

1

Calmar Ratio

-0.08

-0.08

-1

0.3

0.6

1

1

Portfolio Valuation

Based on weighted open stock positions

P/E Ratio

12.69

High:

SEMR

162.21

Low:

BMRC

-39.19

Details

PEG Ratio

74.61

High:

KWR

417.16

Low:

FRGE

-5.29

Details

Price/Book

1.93

High:

ATAT

8.88

Low:

ALTO

0.27

Details

Price/Sales

1.64

High:

SNPS

10.64

Low:

SAVA

-

Details

Price/CF

4.83

High:

ARCT

70.64

Low:

UCG.MI

1.86

Details

Price/FCF

15.67

High:

SL.MI

2,757.55

Low:

LOB

3.79

Details

P/E Ratio

12.69

High:

SEMR

162.21

Low:

BMRC

-39.19

Details

PEG Ratio

74.61

High:

KWR

417.16

Low:

FRGE

-5.29

Details

Price/Book

1.93

High:

ATAT

8.88

Low:

ALTO

0.27

Details

Price/Sales

1.64

High:

SNPS

10.64

Low:

SAVA

-

Details

Price/CF

4.83

High:

ARCT

70.64

Low:

UCG.MI

1.86

Details

Price/FCF

15.67

High:

SL.MI

2,757.55

Low:

LOB

3.79

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-75.92%	Aug 2019	-	69
-30.01%	May 2019	Jun 2019	1

Monthly Performance