Portfolio of Wealthbystrategy on eToro

Wealthbystrategy

🇸🇪 Stock and ETF Growth Investor.

328 copiers.

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

Summary

-3.45%

This Month

+0.76%

Year To Date

+36.79%

2 Years

+69.64%

5 Years

+69.64%

10 Years

+24.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
33.01%
🖥️ Technology Services
17.64%
💵 Cash
13.23%
💻 Electronic Technology
10.52%
🏭 Industrial Services
7.17%
🧬 Health Technology
6.87%
💰 Finance
4.69%
🛍️ Retail Trade
3.52%
📈 Indexes
2.08%
🪨 Non Energy Minerals
1.77%
🍞 Consumer Non Durables
1.32%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.59%
🇺🇸 NYSE
35.91%
🇬🇧 LSE
5.91%
🌍 CFD
2.08%
🇩🇪 Xetra ETFs
1.11%

Countries Breakdown

Country
Total

🇺🇸 United States
47.46%
🇯🇴 Jordan
2.52%
🇺🇾 Uruguay
1.77%
🇨🇳 China
1.75%

Dividends

Dividend Yield

0.13%

10 out of 27 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IGIC (0.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IDCC	0.03%	0.7%	$1.6
LLY	0.02%	0.62%	$4.86
IGIC	0.02%	0.8%	$0.06
GOOG	0.02%	0.28%	$0.2
BABA	0.01%	0.79%	$0.98
FIX	0.01%	0.16%	$1.02
META	0.01%	0.32%	$1
USLM	0%	0.19%	$0.9
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.6/10

Beta

0.74

0.8

1.2

Sharpe Ratio

1.62

0.5

Sortino Ratio

3.97

Jensen's Alpha

7.13

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

3.1

0.3

0.6

Beta

0.74

0.8

1.2

Sharpe Ratio

1.62

0.5

Sortino Ratio

3.97

Jensen's Alpha

7.13

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

3.1

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

32.39

High:

PLTR

242.08

Low:

IGIC

8.73

Details

PEG Ratio

110.96

High:

MELI

997.84

Low:

DAVE

7.34

Details

Price/Book

12.42

High:

APP

76.52

Low:

IGIC

1.48

Details

Price/Sales

11.68

High:

PLTR

88.09

Low:

IGIC

2.07

Details

Price/CF

28.4

High:

PLTR

214.31

Low:

MELI

11.2

Details

Price/FCF

59.19

High:

BABA

1,196.17

Low:

DAVE

12.16

Details

P/E Ratio

32.39

High:

PLTR

242.08

Low:

IGIC

8.73

Details

PEG Ratio

110.96

High:

MELI

997.84

Low:

DAVE

7.34

Details

Price/Book

12.42

High:

APP

76.52

Low:

IGIC

1.48

Details

Price/Sales

11.68

High:

PLTR

88.09

Low:

IGIC

2.07

Details

Price/CF

28.4

High:

PLTR

214.31

Low:

MELI

11.2

Details

Price/FCF

59.19

High:

BABA

1,196.17

Low:

DAVE

12.16

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.8%	Dec 2024	Jun 2025	6
-4.23%	Apr 2024	May 2024	1
-3.45%	Mar 2026	-	1
-1.77%	Nov 2025	Jan 2026	2
-0.62%	Jul 2025	Aug 2025	1

Monthly Performance

Portfolio of Wealthbystrategy on eToro

Wealthbystrategy

🇸🇪 Stock and ETF Growth Investor.

328 copiers.

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

Summary

-3.45%

This Month

+0.76%

Year To Date

+36.79%

2 Years

+69.64%

5 Years

+69.64%

10 Years

+24.45%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
33.01%
🖥️ Technology Services
17.64%
💵 Cash
13.23%
💻 Electronic Technology
10.52%
🏭 Industrial Services
7.17%
🧬 Health Technology
6.87%
💰 Finance
4.69%
🛍️ Retail Trade
3.52%
📈 Indexes
2.08%
🪨 Non Energy Minerals
1.77%
🍞 Consumer Non Durables
1.32%

Exchanges Breakdown

Exchange
Total

🇺🇸 Nasdaq
43.59%
🇺🇸 NYSE
35.91%
🇬🇧 LSE
5.91%
🌍 CFD
2.08%
🇩🇪 Xetra ETFs
1.11%

Countries Breakdown

Country
Total

🇺🇸 United States
47.46%
🇯🇴 Jordan
2.52%
🇺🇾 Uruguay
1.77%
🇨🇳 China
1.75%

Dividends

Dividend Yield

0.13%

10 out of 27 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $IGIC (0.8%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
IDCC	0.03%	0.7%	$1.6
LLY	0.02%	0.62%	$4.86
IGIC	0.02%	0.8%	$0.06
GOOG	0.02%	0.28%	$0.2
BABA	0.01%	0.79%	$0.98
FIX	0.01%	0.16%	$1.02
META	0.01%	0.32%	$1
USLM	0%	0.19%	$0.9
MU	0%	0.11%	$0.46
NVDA	0%	0.02%	$0.02

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.6/10

Beta

0.74

0.8

1.2

Sharpe Ratio

1.62

0.5

Sortino Ratio

3.97

Jensen's Alpha

7.13

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

3.1

0.3

0.6

Beta

0.74

0.8

1.2

Sharpe Ratio

1.62

0.5

Sortino Ratio

3.97

Jensen's Alpha

7.13

-2

Omega Ratio

1.18

1.5

2.5

Treynor Ratio

2.32

0.75

1.25

Information Ratio

0.21

0.3

0.6

Calmar Ratio

1,196.17

Low:

DAVE

12.16

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-8.8%	Dec 2024	Jun 2025	6
-4.23%	Apr 2024	May 2024	1
-3.45%	Mar 2026	-	1
-1.77%	Nov 2025	Jan 2026	2
-0.62%	Jul 2025	Aug 2025	1