Portfolio of VMInvest on eToro

VMInvest

🇱🇹 Stock Multi-Strategy Investor.

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

Overview

Summary

-2.89%

This Month

+8.42%

Year To Date

+67.97%

2 Years

+44.32%

5 Years

+26.93%

10 Years

+3.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

❓ Other
67.18%
💻 Electronic Technology
10.43%
🏥 Health Services
4.21%
🍞 Consumer Non Durables
4.09%
🚗 Consumer Durables
4.03%
💇‍♀️ Consumer Services
3.82%
🧬 Health Technology
3.28%
💰 Finance
2.01%
🛠️ Producer Manufacturing
0.95%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

Regular Trading Hours - RTH
92.73%
🇺🇸 NYSE
4.03%
🇬🇧 LSE
2.08%
🇫🇷 Euronext Paris
0.95%
🇺🇸 Nasdaq
0.2%

Countries Breakdown

Country
Total

🇺🇸 United States
21.36%
🇳🇱 Netherlands
4.4%
🇮🇹 Italy
4.03%
🇬🇧 United Kingdom
2.08%
🇫🇷 France
0.95%

Dividends

Dividend Yield

0.34%

8 out of 29 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MCD.RTH (2.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KO.RTH	0.09%	2.19%	$1.8
MCD.RTH	0.09%	2.24%	$5.94
UNH.RTH	0.07%	1.62%	$6.83
RACE	0.05%	1.16%	$2.64
ASML.RTH	0.02%	0.36%	-
SU.PA	0.01%	1.57%	$3.5
RR.L	0.01%	0.68%	-
MU.RTH	0%	0.05%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.1/10

Beta

0.34

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-2.81

-3

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

0.34

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-2.81

-3

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

36.59

High:

BRK.B.RTH

98.33

Low:

MU.RTH

-23.89

Details

PEG Ratio

192.96

High:

RACE

359.36

Low:

RR.L

15.72

Details

Price/Book

4.78

High:

RR.L

44.55

Low:

MCD.RTH

-37.28

Details

Price/Sales

3.24

High:

ISRG.RTH

20.28

Low:

UNH.RTH

1.35

Details

Price/CF

19.19

High:

ISRG.RTH

54.65

Low:

UNH.RTH

10.92

Details

Price/FCF

31.86

High:

MCD.RTH

144.98

Low:

UNH.RTH

14.19

Details

P/E Ratio

36.59

High:

BRK.B.RTH

98.33

Low:

MU.RTH

-23.89

Details

PEG Ratio

192.96

High:

RACE

359.36

Low:

RR.L

15.72

Details

Price/Book

4.78

High:

RR.L

44.55

Low:

MCD.RTH

-37.28

Details

Price/Sales

3.24

High:

ISRG.RTH

20.28

Low:

UNH.RTH

1.35

Details

Price/CF

19.19

High:

ISRG.RTH

54.65

Low:

UNH.RTH

10.92

Details

Price/FCF

31.86

High:

MCD.RTH

144.98

Low:

UNH.RTH

14.19

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-29.96%	Feb 2020	Nov 2024	57
-7.19%	Nov 2025	May 2026	6
-4.42%	May 2019	Oct 2019	5
-2.89%	Jul 2026	-	1
-1.39%	May 2025	Sep 2025	4

Monthly Performance

Portfolio of VMInvest on eToro

VMInvest

🇱🇹 Stock Multi-Strategy Investor.

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

Summary

-2.89%

This Month

+8.42%

Year To Date

+67.97%

2 Years

+44.32%

5 Years

+26.93%

10 Years

+3.55%

Annualized

Diversification

Sectors Breakdown

Sector
Total

❓ Other
67.18%
💻 Electronic Technology
10.43%
🏥 Health Services
4.21%
🍞 Consumer Non Durables
4.09%
🚗 Consumer Durables
4.03%
💇‍♀️ Consumer Services
3.82%
🧬 Health Technology
3.28%
💰 Finance
2.01%
🛠️ Producer Manufacturing
0.95%
💵 Cash
0%

Exchanges Breakdown

Exchange
Total

Regular Trading Hours - RTH
92.73%
🇺🇸 NYSE
4.03%
🇬🇧 LSE
2.08%
🇫🇷 Euronext Paris
0.95%
🇺🇸 Nasdaq
0.2%

Countries Breakdown

Country
Total

🇺🇸 United States
21.36%
🇳🇱 Netherlands
4.4%
🇮🇹 Italy
4.03%
🇬🇧 United Kingdom
2.08%
🇫🇷 France
0.95%

Dividends

Dividend Yield

0.34%

8 out of 29 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $MCD.RTH (2.24%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
KO.RTH	0.09%	2.19%	$1.8
MCD.RTH	0.09%	2.24%	$5.94
UNH.RTH	0.07%	1.62%	$6.83
RACE	0.05%	1.16%	$2.64
ASML.RTH	0.02%	0.36%	-
SU.PA	0.01%	1.57%	$3.5
RR.L	0.01%	0.68%	-
MU.RTH	0%	0.05%	$0.46

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 3.1/10

Beta

0.34

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-2.81

-3

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

0.09

0.3

0.6

Beta

0.34

0.8

1.2

Sharpe Ratio

0.07

0.5

1.5

Sortino Ratio

0.17

Jensen's Alpha

-2.81

-3

4.5

Omega Ratio

0.64

1.5

2.5

Treynor Ratio

0.33

0.75

1.25

Information Ratio

-0.52

-1

0.3

0.6

Calmar Ratio

144.98

Low:

UNH.RTH

14.19

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-29.96%	Feb 2020	Nov 2024	57
-7.19%	Nov 2025	May 2026	6
-4.42%	May 2019	Oct 2019	5
-2.89%	Jul 2026	-	1
-1.39%	May 2025	Sep 2025	4